Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of June 30, 2024

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 90 positions in its portfolio as reported in the June 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) 12.9 $35M 64k 544.22
Vanguard Index Fds Total Stk Mkt (VTI) 11.8 $32M 120k 267.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 10.4 $28M 732k 38.42
Ishares Tr Core S&p Ttl Stk (ITOT) 8.3 $23M 189k 118.78
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.6 $12M 227k 54.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.2 $11M 78k 145.75
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.0 $11M 51k 214.52
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $11M 98k 106.66
NVIDIA Corporation (NVDA) 3.0 $8.2M 67k 123.54
Apple (AAPL) 2.8 $7.4M 35k 210.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.7 $7.4M 95k 77.76
Vanguard Index Fds Mid Cap Etf (VO) 2.4 $6.4M 27k 242.10
Ishares Tr Russell 2000 Etf (IWM) 2.0 $5.3M 26k 202.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $5.1M 31k 164.28
Microsoft Corporation (MSFT) 1.8 $4.8M 11k 446.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $4.2M 7.9k 535.09
Ishares Tr Core S&p Mcp Etf (IJH) 1.5 $4.2M 71k 58.52
Amazon (AMZN) 1.5 $4.1M 21k 193.25
Ishares Tr Rusel 2500 Etf (SMMD) 1.4 $3.8M 61k 62.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.3 $3.5M 60k 58.64
Alphabet Cap Stk Cl A (GOOGL) 0.9 $2.3M 13k 182.16
Meta Platforms Cl A (META) 0.6 $1.7M 3.3k 504.15
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.6 $1.6M 54k 29.64
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.6M 2.9k 547.24
Marriott Intl Cl A (MAR) 0.6 $1.5M 6.3k 241.78
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $1.5M 29k 52.06
Ishares Msci Equal Weite (EUSA) 0.5 $1.4M 16k 88.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.4M 3.7k 364.48
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.3M 11k 127.49
Select Sector Spdr Tr Technology (XLK) 0.5 $1.3M 5.9k 226.22
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $952k 17k 56.68
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $943k 2.0k 479.17
Bank of America Corporation (BAC) 0.3 $932k 23k 39.77
Blackstone Group Inc Com Cl A (BX) 0.3 $916k 7.4k 123.81
Visa Com Cl A (V) 0.3 $887k 3.4k 262.44
Eli Lilly & Co. (LLY) 0.3 $774k 855.00 905.67
Bristol Myers Squibb (BMY) 0.3 $773k 19k 41.53
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $763k 15k 49.42
Merck & Co (MRK) 0.3 $758k 6.1k 123.80
Costco Wholesale Corporation (COST) 0.3 $754k 887.00 849.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $754k 1.5k 500.08
American Intl Group Com New (AIG) 0.3 $689k 9.3k 74.24
Wal-Mart Stores (WMT) 0.3 $677k 10k 67.71
Home Depot (HD) 0.2 $670k 1.9k 344.27
Broadcom (AVGO) 0.2 $657k 409.00 1606.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $617k 1.5k 406.80
JPMorgan Chase & Co. (JPM) 0.2 $603k 3.0k 202.27
Waste Management (WM) 0.2 $551k 2.6k 213.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $539k 3.1k 174.49
Altria (MO) 0.2 $525k 12k 45.55
Alphabet Cap Stk Cl C (GOOG) 0.2 $510k 2.8k 183.41
Ishares Tr Core Msci Total (IXUS) 0.2 $463k 6.9k 67.56
Wells Fargo & Company (WFC) 0.2 $454k 7.6k 59.39
Cisco Systems (CSCO) 0.2 $446k 9.4k 47.51
Ferrari Nv Ord (RACE) 0.2 $440k 1.1k 408.42
Pfizer (PFE) 0.2 $431k 15k 27.98
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $427k 1.6k 260.78
Qualcomm (QCOM) 0.2 $418k 2.1k 199.15
Coca-Cola Company (KO) 0.2 $407k 6.4k 63.65
Amgen (AMGN) 0.1 $374k 1.2k 312.35
UnitedHealth (UNH) 0.1 $372k 730.00 509.24
Union Pacific Corporation (UNP) 0.1 $362k 1.6k 226.30
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $358k 7.1k 50.47
Abbvie (ABBV) 0.1 $357k 2.1k 171.55
Williams-Sonoma (WSM) 0.1 $355k 1.3k 282.43
Crowdstrike Hldgs Cl A (CRWD) 0.1 $335k 874.00 383.19
Boeing Company (BA) 0.1 $321k 1.8k 181.98
Corning Incorporated (GLW) 0.1 $319k 8.2k 38.85
Packaging Corporation of America (PKG) 0.1 $305k 1.7k 182.56
Spdr Gold Tr Gold Shs (GLD) 0.1 $294k 1.4k 215.01
Flexshopper Com New (FPAY) 0.1 $287k 224k 1.28
Vanguard Index Fds Value Etf (VTV) 0.1 $284k 1.8k 160.38
Nortonlifelock (GEN) 0.1 $280k 11k 24.98
Philip Morris International (PM) 0.1 $274k 2.7k 101.35
Texas Instruments Incorporated (TXN) 0.1 $272k 1.4k 194.50
Procter & Gamble Company (PG) 0.1 $272k 1.7k 164.88
Verizon Communications (VZ) 0.1 $272k 6.6k 41.24
Garmin SHS (GRMN) 0.1 $258k 1.6k 162.95
McDonald's Corporation (MCD) 0.1 $250k 983.00 254.74
Chipotle Mexican Grill (CMG) 0.1 $248k 4.0k 62.65
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $243k 2.8k 88.13
Novo-nordisk A S Adr (NVO) 0.1 $241k 1.7k 142.76
Vanguard World Inf Tech Etf (VGT) 0.1 $240k 416.00 576.01
Lowe's Companies (LOW) 0.1 $238k 1.1k 220.51
Exxon Mobil Corporation (XOM) 0.1 $224k 1.9k 115.13
CVS Caremark Corporation (CVS) 0.1 $224k 3.8k 59.06
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $212k 3.1k 68.14
Johnson & Johnson (JNJ) 0.1 $211k 1.4k 146.13
Ishares Tr Exponential Tech (XT) 0.1 $208k 3.5k 58.83
Danaher Corporation (DHR) 0.1 $207k 827.00 249.77