Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Dec. 31, 2023

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 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 189k 51.99
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.0 $9.3M 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 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 34k 157.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.0 $4.7M 62k 76.13
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $4.4M 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 69k 56.14
Amazon (AMZN) 1.4 $3.2M 21k 151.94
NVIDIA Corporation (NVDA) 1.4 $3.2M 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 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 3.3k 477.59
Marriott Intl Cl A (MAR) 0.6 $1.5M 6.6k 225.51
Ishares Msci Equal Weite (EUSA) 0.6 $1.4M 17k 84.44
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.6 $1.4M 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 11k 104.10
Select Sector Spdr Tr Technology (XLK) 0.5 $1.1M 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 15k 51.31
Home Depot (HD) 0.3 $744k 2.1k 346.49
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.3 $723k 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 12k 47.90
Costco Wholesale Corporation (COST) 0.2 $571k 865.00 659.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $538k 1.3k 409.66
Watsco, Incorporated (WSO) 0.2 $536k 1.3k 428.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $529k 1.5k 356.73
Eli Lilly & Co. (LLY) 0.2 $477k 819.00 582.67
Boeing Company (BA) 0.2 $465k 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 400.00 1116.37
Merck & Co (MRK) 0.2 $435k 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 14k 27.66
JPMorgan Chase & Co. (JPM) 0.2 $386k 2.3k 170.11
Flexshopper Com New (FPAY) 0.2 $382k 229k 1.67
Wal-Mart Stores (WMT) 0.2 $374k 2.4k 157.66
UnitedHealth (UNH) 0.2 $366k 695.00 526.15
Ferrari Nv Ord (RACE) 0.2 $363k 1.1k 338.53
Alphabet Cap Stk Cl C (GOOG) 0.2 $354k 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 1.1k 287.98
Altria (MO) 0.1 $323k 8.0k 40.34
Cisco Systems (CSCO) 0.1 $292k 5.8k 50.52
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $289k 5.3k 54.98
Vanguard Index Fds Value Etf (VTV) 0.1 $264k 1.8k 149.52
Coca-Cola Company (KO) 0.1 $251k 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 974.00 255.32
Corning Incorporated (GLW) 0.1 $246k 8.1k 30.45
Lowe's Companies (LOW) 0.1 $244k 1.1k 222.49
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $237k 1.4k 174.93
McDonald's Corporation (MCD) 0.1 $235k 792.00 296.66
Pfizer (PFE) 0.1 $235k 8.1k 28.79
Novo-nordisk A S Adr (NVO) 0.1 $231k 2.2k 103.45
Union Pacific Corporation (UNP) 0.1 $231k 939.00 245.50
Abbvie (ABBV) 0.1 $227k 1.5k 155.00
Qualcomm (QCOM) 0.1 $225k 1.6k 144.59
Philip Morris International (PM) 0.1 $215k 2.3k 94.07
Ishares Tr Exponential Tech (XT) 0.1 $211k 3.5k 59.86
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $201k 415.00 483.73