Benchmark Financial Wealth Advisors
Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, SCHF, ITOT, COWZ, and represent 47.65% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY, SCHF, USFR, COWZ, MUNI, AVGO, IWY, XLV, SCHD, AAPL.
- Started 15 new stock positions in F, CALF, VB, DELL, SDVY, PRU, FBTC, KHC, MDLZ, LMT. ORCL, ACN, ADP, USFR, MMC.
- Reduced shares in these 10 stocks: ITOT, VTI, JPST, BA, VEU, NVO, , LOW, SMH, MAR.
- Sold out of its positions in BA, JPST, LOW, NVO, VGT.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $15M.
- Benchmark Financial Wealth Advisors has $300M in assets under management (AUM), dropping by 11.10%.
- Central Index Key (CIK): 0001757706
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Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 100 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.6 | $41M | +11% | 71k | 573.76 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 11.1 | $33M | 118k | 283.16 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 10.5 | $32M | +4% | 766k | 41.12 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 7.7 | $23M | -2% | 184k | 125.62 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.7 | $14M | +8% | 246k | 57.83 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.2 | $13M | +4% | 81k | 154.02 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 4.0 | $12M | +7% | 54k | 220.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.8 | $11M | 98k | 116.96 |
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| Apple (AAPL) | 2.9 | $8.7M | +5% | 37k | 233.00 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.9 | $8.6M | +6% | 101k | 84.53 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $8.4M | +3% | 69k | 121.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $6.9M | 26k | 263.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.9 | $5.7M | 26k | 220.89 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $5.6M | 31k | 179.16 |
|
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| Microsoft Corporation (MSFT) | 1.7 | $5.0M | +8% | 12k | 430.29 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.5 | $4.6M | +2% | 8.1k | 569.69 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 1.5 | $4.5M | +9% | 66k | 67.73 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $4.3M | -3% | 69k | 62.32 |
|
| Amazon (AMZN) | 1.3 | $3.8M | -2% | 21k | 186.33 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $3.5M | -7% | 56k | 63.00 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.9 | $2.6M | +67% | 49k | 52.98 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.0M | -3% | 12k | 165.85 |
|
| Meta Platforms Cl A (META) | 0.7 | $2.0M | +6% | 3.5k | 572.45 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.6 | $1.9M | +16% | 62k | 31.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.7M | +2% | 3.0k | 576.76 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.6M | +12% | 4.2k | 375.38 |
|
| Ishares Msci Equal Weite (EUSA) | 0.5 | $1.4M | -8% | 15k | 95.74 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $1.4M | 11k | 131.91 |
|
|
| Marriott Intl Cl A (MAR) | 0.5 | $1.4M | -11% | 5.6k | 248.59 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.4M | +2% | 6.0k | 225.76 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.4 | $1.2M | NEW | 24k | 50.22 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.1M | 7.4k | 153.13 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $1.1M | +10% | 19k | 59.51 |
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| Broadcom (AVGO) | 0.4 | $1.1M | +1453% | 6.4k | 172.51 |
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| Bristol Myers Squibb (BMY) | 0.3 | $1.0M | +5% | 20k | 51.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $981k | +2% | 2.0k | 488.02 |
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| Visa Com Cl A (V) | 0.3 | $831k | -10% | 3.0k | 274.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $828k | 16k | 52.81 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $827k | +4% | 1.6k | 527.56 |
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| Home Depot (HD) | 0.3 | $822k | +4% | 2.0k | 405.30 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $819k | +17% | 1.8k | 460.30 |
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| Costco Wholesale Corporation (COST) | 0.3 | $817k | +3% | 921.00 | 886.66 |
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| Wal-Mart Stores (WMT) | 0.3 | $811k | 10k | 80.75 |
|
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| JPMorgan Chase & Co. (JPM) | 0.3 | $797k | +26% | 3.8k | 210.88 |
|
| Merck & Co (MRK) | 0.3 | $788k | +13% | 6.9k | 113.56 |
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| Bank of America Corporation (BAC) | 0.3 | $774k | -16% | 20k | 39.68 |
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| Eli Lilly & Co. (LLY) | 0.3 | $771k | 871.00 | 885.44 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $735k | +25% | 3.9k | 189.78 |
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| American Intl Group Com New (AIG) | 0.2 | $676k | 9.2k | 73.23 |
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| UnitedHealth (UNH) | 0.2 | $658k | +54% | 1.1k | 584.43 |
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| Altria (MO) | 0.2 | $652k | +10% | 13k | 51.04 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $591k | +27% | 3.5k | 167.18 |
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| Abbvie (ABBV) | 0.2 | $553k | +34% | 2.8k | 197.49 |
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| Waste Management (WM) | 0.2 | $546k | 2.6k | 207.63 |
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| Ferrari Nv Ord (RACE) | 0.2 | $506k | 1.1k | 470.17 |
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| Cisco Systems (CSCO) | 0.2 | $500k | 9.4k | 53.22 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $479k | -3% | 6.6k | 72.63 |
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| Coca-Cola Company (KO) | 0.2 | $473k | +3% | 6.6k | 71.86 |
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| Pfizer (PFE) | 0.1 | $441k | 15k | 28.94 |
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| Packaging Corporation of America (PKG) | 0.1 | $439k | +22% | 2.0k | 215.41 |
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| Williams-Sonoma (WSM) | 0.1 | $436k | +123% | 2.8k | 154.93 |
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| Wells Fargo & Company (WFC) | 0.1 | $435k | 7.7k | 56.49 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $409k | +67% | 1.5k | 280.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $407k | +3% | 1.7k | 246.48 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $391k | NEW | 669.00 | 584.16 |
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| Corning Incorporated (GLW) | 0.1 | $383k | +3% | 8.5k | 45.15 |
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| Oracle Corporation (ORCL) | 0.1 | $378k | NEW | 2.2k | 170.40 |
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| Amgen (AMGN) | 0.1 | $374k | -2% | 1.2k | 322.12 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $360k | +24% | 1.7k | 206.57 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $354k | NEW | 6.4k | 55.53 |
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| Verizon Communications (VZ) | 0.1 | $341k | +15% | 7.6k | 44.91 |
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| Nortonlifelock (GEN) | 0.1 | $326k | +6% | 12k | 27.43 |
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| Garmin SHS (GRMN) | 0.1 | $322k | +15% | 1.8k | 176.06 |
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| Procter & Gamble Company (PG) | 0.1 | $317k | +11% | 1.8k | 173.16 |
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| Philip Morris International (PM) | 0.1 | $312k | -4% | 2.6k | 121.40 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $305k | -8% | 1.3k | 243.06 |
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| McDonald's Corporation (MCD) | 0.1 | $296k | 973.00 | 304.38 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $279k | NEW | 1.2k | 223.01 |
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| Qualcomm (QCOM) | 0.1 | $273k | -23% | 1.6k | 170.09 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $270k | +18% | 4.7k | 57.62 |
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| CVS Caremark Corporation (CVS) | 0.1 | $268k | +12% | 4.3k | 62.87 |
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| Kraft Heinz (KHC) | 0.1 | $268k | NEW | 7.6k | 35.11 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $267k | -13% | 1.5k | 174.59 |
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| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $261k | NEW | 7.2k | 36.38 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $252k | 3.1k | 80.78 |
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| Prudential Financial (PRU) | 0.1 | $250k | NEW | 2.1k | 121.07 |
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| Johnson & Johnson (JNJ) | 0.1 | $246k | +5% | 1.5k | 162.04 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $243k | -7% | 2.5k | 95.49 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $231k | NEW | 3.1k | 73.67 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $222k | -2% | 1.9k | 117.22 |
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| Dell Technologies CL C (DELL) | 0.1 | $220k | NEW | 1.9k | 118.56 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $216k | NEW | 912.00 | 237.27 |
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| Ishares Tr Exponential Tech (XT) | 0.1 | $215k | 3.5k | 60.88 |
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| Danaher Corporation (DHR) | 0.1 | $215k | -6% | 772.00 | 277.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $211k | -47% | 860.00 | 245.39 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $209k | NEW | 4.5k | 46.52 |
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| Automatic Data Processing (ADP) | 0.1 | $207k | NEW | 747.00 | 276.62 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $202k | NEW | 571.00 | 353.68 |
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| Flexshopper Com New (FPAY) | 0.1 | $196k | -15% | 190k | 1.03 |
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| Ford Motor Company (F) | 0.0 | $122k | NEW | 12k | 10.56 |
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Past Filings by Benchmark Financial Wealth Advisors
SEC 13F filings are viewable for Benchmark Financial Wealth Advisors going back to 2018
- Benchmark Financial Wealth Advisors 2024 Q3 filed Oct. 30, 2024
- Benchmark Financial Wealth Advisors 2024 Q2 filed July 23, 2024
- Benchmark Financial Wealth Advisors 2024 Q1 filed April 22, 2024
- Benchmark Financial Wealth Advisors 2023 Q4 filed Jan. 23, 2024
- Benchmark Financial Wealth Advisors 2023 Q3 filed Oct. 13, 2023
- Benchmark Financial Wealth Advisors 2023 Q2 filed July 25, 2023
- Benchmark Financial Wealth Advisors 2023 Q1 filed April 28, 2023
- Benchmark Financial Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Benchmark Financial Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Benchmark Financial Wealth Advisors 2022 Q2 filed July 22, 2022
- Benchmark Financial Wealth Advisors 2022 Q1 filed April 22, 2022
- Benchmark Financial Wealth Advisors 2021 Q4 filed Jan. 26, 2022
- Benchmark Financial Wealth Advisors 2021 Q3 filed Oct. 26, 2021
- Benchmark Financial Wealth Advisors 2021 Q2 filed July 26, 2021
- Benchmark Financial Wealth Advisors 2021 Q1 filed April 26, 2021
- Benchmark Financial Wealth Advisors 2020 Q4 filed Jan. 20, 2021