Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of March 31, 2024

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.5 $33M 126k 259.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.1 $32M 60k 523.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.6 $30M 776k 39.02
Ishares Tr Core S&p Ttl Stk (ITOT) 8.7 $23M 198k 115.30
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.6 $12M 207k 58.11
Ishares Tr Core S&p Scp Etf (IJR) 4.4 $12M 105k 110.52
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.1 $11M 72k 147.73
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.2 $8.5M 43k 195.10
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $7.0M 28k 249.86
Apple (AAPL) 2.5 $6.4M 38k 171.48
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.4 $6.4M 80k 80.63
NVIDIA Corporation (NVDA) 2.3 $6.0M 6.6k 903.57
Ishares Tr Russell 2000 Etf (IWM) 2.1 $5.6M 27k 210.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $5.2M 30k 169.37
Microsoft Corporation (MSFT) 1.7 $4.5M 11k 420.71
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $4.5M 74k 60.74
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.7 $4.3M 7.8k 556.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $4.0M 69k 58.65
Amazon (AMZN) 1.4 $3.8M 21k 180.38
Ishares Tr Rusel 2500 Etf (SMMD) 1.3 $3.5M 54k 65.61
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.9M 13k 150.92
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.8M 3.4k 525.79
Meta Platforms Cl A (META) 0.6 $1.6M 3.3k 485.62
Marriott Intl Cl A (MAR) 0.6 $1.6M 6.3k 252.30
Ishares Msci Equal Weite (EUSA) 0.5 $1.4M 16k 90.99
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.5 $1.4M 27k 52.47
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.2M 3.7k 337.05
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.2M 11k 117.21
Select Sector Spdr Tr Technology (XLK) 0.4 $1.2M 5.7k 208.28
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.4 $1.1M 36k 29.78
Visa Com Cl A (V) 0.4 $976k 3.5k 279.12
Blackstone Group Inc Com Cl A (BX) 0.4 $966k 7.4k 131.37
Bristol Myers Squibb (BMY) 0.3 $896k 17k 54.23
Ishares Tr Core Msci Total (IXUS) 0.3 $815k 12k 67.86
Bank of America Corporation (BAC) 0.3 $811k 21k 37.92
Home Depot (HD) 0.3 $808k 2.1k 383.64
American Intl Group Com New (AIG) 0.3 $722k 9.2k 78.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $721k 1.5k 480.65
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $714k 12k 57.86
Costco Wholesale Corporation (COST) 0.3 $691k 943.00 732.67
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $690k 14k 50.17
Eli Lilly & Co. (LLY) 0.3 $685k 880.00 777.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $659k 1.6k 420.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $655k 3.7k 179.11
Merck & Co (MRK) 0.2 $643k 4.9k 131.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $620k 1.4k 444.05
Waste Management (WM) 0.2 $549k 2.6k 213.16
Broadcom (AVGO) 0.2 $536k 404.00 1325.89
JPMorgan Chase & Co. (JPM) 0.2 $530k 2.6k 200.33
Wal-Mart Stores (WMT) 0.2 $490k 8.1k 60.17
Ferrari Nv Ord (RACE) 0.2 $468k 1.1k 436.07
Wells Fargo & Company (WFC) 0.2 $434k 7.5k 57.96
Pfizer (PFE) 0.2 $428k 15k 27.75
Altria (MO) 0.2 $427k 9.8k 43.62
Alphabet Cap Stk Cl C (GOOG) 0.2 $419k 2.7k 152.26
Union Pacific Corporation (UNP) 0.2 $417k 1.7k 245.87
Amgen (AMGN) 0.1 $384k 1.4k 284.37
UnitedHealth (UNH) 0.1 $383k 775.00 494.55
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $353k 7.0k 50.45
Cisco Systems (CSCO) 0.1 $349k 7.0k 49.91
Boeing Company (BA) 0.1 $340k 1.8k 192.95
Flexshopper Com New (FPAY) 0.1 $334k 224k 1.49
Coca-Cola Company (KO) 0.1 $332k 5.4k 61.18
Williams-Sonoma (WSM) 0.1 $329k 1.0k 317.45
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $305k 1.4k 225.07
Qualcomm (QCOM) 0.1 $296k 1.7k 169.26
Abbvie (ABBV) 0.1 $292k 1.6k 182.15
Lowe's Companies (LOW) 0.1 $289k 1.1k 254.80
Vanguard Index Fds Value Etf (VTV) 0.1 $289k 1.8k 162.83
Crowdstrike Hldgs Cl A (CRWD) 0.1 $285k 889.00 320.59
McDonald's Corporation (MCD) 0.1 $278k 985.00 281.82
Procter & Gamble Company (PG) 0.1 $271k 1.7k 162.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $271k 1.3k 205.72
Corning Incorporated (GLW) 0.1 $269k 8.2k 32.96
Texas Instruments Incorporated (TXN) 0.1 $251k 1.4k 174.19
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $249k 2.8k 90.43
Philip Morris International (PM) 0.1 $246k 2.7k 91.64
Packaging Corporation of America (PKG) 0.1 $243k 1.3k 189.75
Johnson & Johnson (JNJ) 0.1 $243k 1.5k 158.20
Chipotle Mexican Grill (CMG) 0.1 $230k 79.00 2906.77
Novo-nordisk A S Adr (NVO) 0.1 $227k 1.8k 128.40
Verizon Communications (VZ) 0.1 $225k 5.3k 41.96
Mastercard Incorporated Cl A (MA) 0.1 $218k 454.00 481.13
Vanguard World Inf Tech Etf (VGT) 0.1 $218k 416.00 523.81
Exxon Mobil Corporation (XOM) 0.1 $217k 1.9k 116.26
Danaher Corporation (DHR) 0.1 $214k 856.00 249.68
Ishares Tr Exponential Tech (XT) 0.1 $210k 3.5k 59.61
CVS Caremark Corporation (CVS) 0.1 $209k 2.6k 79.76
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $205k 3.1k 65.65
Mondelez Intl Cl A (MDLZ) 0.1 $202k 2.9k 69.99