Benchmark Financial Wealth Advisors
Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, SPY, SCHF, ITOT, IJR, and represent 50.73% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: COWZ (+$9.8M), SCHD, SPY, IWY, FUTY, WSO, LVHI, SCHF, CRWD, SMH.
- Started 14 new stock positions in SMH, PFE, VGT, WSO, MCD, UNP, FUTY, SCHD, ABBV, CRWD. XT, QCOM, LVHI, COWZ.
- Reduced shares in these 10 stocks: LVHD (-$22M), CCOR, XLU, ITOT, DHR, XLV, VEU, FPAY, AMZN, VO.
- Sold out of its positions in DHR, CCOR.
- Benchmark Financial Wealth Advisors was a net seller of stock by $-3.7M.
- Benchmark Financial Wealth Advisors has $232M in assets under management (AUM), dropping by 9.07%.
- Central Index Key (CIK): 0001757706
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Benchmark Financial Wealth Advisors holds 79 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Vanguard Index Fds Total Stk Mkt (VTI) | 13.0 | $30M | 127k | 237.22 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 11.8 | $28M | +9% | 58k | 475.31 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.8 | $27M | 738k | 36.96 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 8.9 | $21M | 197k | 105.23 |
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Ishares Tr Core S&p Scp Etf (IJR) | 5.2 | $12M | 111k | 108.25 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.2 | $9.8M | NEW | 189k | 51.99 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.0 | $9.3M | -2% | 68k | 136.38 |
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Apple (AAPL) | 3.1 | $7.1M | 37k | 192.53 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.9 | $6.6M | 29k | 232.64 |
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Ishares Tr Rus Tp200 Gr Etf (IWY) | 2.5 | $5.9M | +44% | 34k | 175.22 |
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Ishares Tr Russell 2000 Etf (IWM) | 2.4 | $5.5M | 28k | 200.71 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $5.3M | +2% | 34k | 157.80 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.0 | $4.7M | NEW | 62k | 76.13 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 1.9 | $4.4M | +2% | 16k | 277.16 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.8 | $4.1M | 8.0k | 507.39 |
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Microsoft Corporation (MSFT) | 1.7 | $4.0M | 11k | 376.05 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.7 | $3.9M | -4% | 69k | 56.14 |
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Amazon (AMZN) | 1.4 | $3.2M | -4% | 21k | 151.94 |
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NVIDIA Corporation (NVDA) | 1.4 | $3.2M | -2% | 6.4k | 495.24 |
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Ishares Tr Rusel 2500 Etf (SMMD) | 1.2 | $2.8M | 46k | 61.57 |
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Fidelity Covington Trust Msci Utils Index (FUTY) | 0.8 | $1.8M | NEW | 43k | 40.86 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $1.8M | 13k | 139.68 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.6M | +3% | 3.3k | 477.59 |
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Marriott Intl Cl A (MAR) | 0.6 | $1.5M | -6% | 6.6k | 225.51 |
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Ishares Msci Equal Weite (EUSA) | 0.6 | $1.4M | -5% | 17k | 84.44 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.6 | $1.4M | -40% | 22k | 63.33 |
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Meta Platforms Cl A (META) | 0.5 | $1.1M | 3.2k | 353.96 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.1M | 3.6k | 303.16 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $1.1M | +2% | 11k | 104.10 |
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Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.1M | +6% | 5.5k | 192.46 |
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Blackstone Group Inc Com Cl A (BX) | 0.4 | $955k | 7.3k | 130.91 |
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Visa Com Cl A (V) | 0.4 | $936k | 3.6k | 260.38 |
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Ishares Tr Core Msci Total (IXUS) | 0.4 | $852k | 13k | 64.93 |
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Bristol Myers Squibb (BMY) | 0.3 | $782k | -4% | 15k | 51.31 |
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Home Depot (HD) | 0.3 | $744k | -4% | 2.1k | 346.49 |
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Legg Mason Etf Invt Franklin Us Low (LVHD) | 0.3 | $723k | -96% | 20k | 36.35 |
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Bank of America Corporation (BAC) | 0.3 | $690k | 21k | 33.67 |
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American Intl Group Com New (AIG) | 0.3 | $623k | 9.2k | 67.75 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $604k | 3.7k | 165.26 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $583k | +33% | 12k | 47.90 |
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Costco Wholesale Corporation (COST) | 0.2 | $571k | 865.00 | 659.99 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $538k | +61% | 1.3k | 409.66 |
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Watsco, Incorporated (WSO) | 0.2 | $536k | NEW | 1.3k | 428.47 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $529k | +3% | 1.5k | 356.73 |
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Eli Lilly & Co. (LLY) | 0.2 | $477k | 819.00 | 582.67 |
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Boeing Company (BA) | 0.2 | $465k | +2% | 1.8k | 260.61 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $455k | 1.0k | 436.60 |
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Broadcom (AVGO) | 0.2 | $447k | +17% | 400.00 | 1116.37 |
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Merck & Co (MRK) | 0.2 | $435k | +11% | 4.0k | 109.01 |
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Waste Management (WM) | 0.2 | $426k | 2.4k | 179.10 |
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Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.2 | $386k | NEW | 14k | 27.66 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $386k | +15% | 2.3k | 170.11 |
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Flexshopper Com New (FPAY) | 0.2 | $382k | -30% | 229k | 1.67 |
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Wal-Mart Stores (WMT) | 0.2 | $374k | 2.4k | 157.66 |
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UnitedHealth (UNH) | 0.2 | $366k | +8% | 695.00 | 526.15 |
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Ferrari Nv Ord (RACE) | 0.2 | $363k | 1.1k | 338.53 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $354k | +7% | 2.5k | 140.91 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $351k | 4.2k | 84.32 |
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Wells Fargo & Company (WFC) | 0.1 | $347k | 7.1k | 49.22 |
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Amgen (AMGN) | 0.1 | $327k | +11% | 1.1k | 287.98 |
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Altria (MO) | 0.1 | $323k | +14% | 8.0k | 40.34 |
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Cisco Systems (CSCO) | 0.1 | $292k | +21% | 5.8k | 50.52 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $289k | +17% | 5.3k | 54.98 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $264k | 1.8k | 149.52 |
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Coca-Cola Company (KO) | 0.1 | $251k | +7% | 4.3k | 58.93 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $251k | 1.3k | 191.17 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $249k | NEW | 974.00 | 255.32 |
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Corning Incorporated (GLW) | 0.1 | $246k | -6% | 8.1k | 30.45 |
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Lowe's Companies (LOW) | 0.1 | $244k | 1.1k | 222.49 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $237k | NEW | 1.4k | 174.93 |
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McDonald's Corporation (MCD) | 0.1 | $235k | NEW | 792.00 | 296.66 |
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Pfizer (PFE) | 0.1 | $235k | NEW | 8.1k | 28.79 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $231k | 2.2k | 103.45 |
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Union Pacific Corporation (UNP) | 0.1 | $231k | NEW | 939.00 | 245.50 |
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Abbvie (ABBV) | 0.1 | $227k | NEW | 1.5k | 155.00 |
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Qualcomm (QCOM) | 0.1 | $225k | NEW | 1.6k | 144.59 |
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Philip Morris International (PM) | 0.1 | $215k | 2.3k | 94.07 |
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Ishares Tr Exponential Tech (XT) | 0.1 | $211k | NEW | 3.5k | 59.86 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.1 | $201k | NEW | 415.00 | 483.73 |
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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 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
- Benchmark Financial Wealth Advisors 2020 Q3 filed Oct. 15, 2020
- Benchmark Financial Wealth Advisors 2020 Q2 filed July 21, 2020
- Benchmark Financial Wealth Advisors 2020 Q1 filed May 8, 2020