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