Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 100 positions in its portfolio as reported in the December 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) 14.6 $46M 78k 586.08
Vanguard Index Fds Total Stk Mkt (VTI) 10.6 $33M 114k 289.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 9.2 $29M 1.5M 18.50
Ishares Tr Core S&p Ttl Stk (ITOT) 7.5 $24M 182k 128.62
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.9 $15M 270k 56.48
Ishares Tr Rus Tp200 Gr Etf (IWY) 4.6 $14M 60k 235.27
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $11M 95k 115.22
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.2 $10M 74k 137.57
Apple (AAPL) 3.1 $9.6M 38k 250.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.8 $8.8M 322k 27.32
NVIDIA Corporation (NVDA) 2.8 $8.7M 65k 134.29
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $7.1M 27k 264.13
Ishares Tr Russell 2000 Etf (IWM) 1.8 $5.7M 26k 220.96
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $5.3M 30k 175.23
Microsoft Corporation (MSFT) 1.6 $5.0M 12k 421.51
Ishares Tr Rusel 2500 Etf (SMMD) 1.6 $4.8M 71k 68.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $4.8M 8.4k 569.60
Amazon (AMZN) 1.4 $4.4M 20k 219.39
Ishares Tr Core S&p Mcp Etf (IJH) 1.4 $4.3M 68k 62.31
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.2 $3.8M 73k 51.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $3.3M 57k 57.41
Ishares Tr Core S&p500 Etf (IVV) 1.0 $3.0M 5.1k 588.72
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.9 $2.8M 91k 30.52
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.3M 12k 189.30
Meta Platforms Cl A (META) 0.7 $2.1M 3.5k 585.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.7M 4.2k 401.60
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $1.5M 34k 44.87
Ishares Tr Core S&p Us Gwt (IUSG) 0.5 $1.5M 11k 139.35
Broadcom (AVGO) 0.5 $1.5M 6.4k 231.85
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $1.4M 30k 47.82
Marriott Intl Cl A (MAR) 0.4 $1.4M 5.0k 278.94
Ishares Msci Equal Weite (EUSA) 0.4 $1.4M 15k 95.36
Select Sector Spdr Tr Technology (XLK) 0.4 $1.3M 5.7k 232.54
Blackstone Group Inc Com Cl A (BX) 0.4 $1.3M 7.5k 172.42
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.3M 22k 57.53
Bristol Myers Squibb (BMY) 0.4 $1.2M 21k 56.56
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 2.2k 511.26
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $960k 4.9k 195.85
Visa Com Cl A (V) 0.3 $952k 3.0k 316.03
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $948k 1.8k 538.81
Bank of America Corporation (BAC) 0.3 $930k 21k 43.95
JPMorgan Chase & Co. (JPM) 0.3 $922k 3.8k 239.69
Watsco, Incorporated (WSO) 0.3 $909k 1.9k 473.89
Costco Wholesale Corporation (COST) 0.3 $845k 922.00 916.57
Wal-Mart Stores (WMT) 0.3 $838k 9.3k 90.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $807k 1.8k 453.32
Select Sector Spdr Tr Financial (XLF) 0.3 $801k 17k 48.33
Home Depot (HD) 0.2 $768k 2.0k 389.05
Altria (MO) 0.2 $715k 14k 52.29
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $715k 3.9k 185.14
Eli Lilly & Co. (LLY) 0.2 $662k 858.00 771.89
Cisco Systems (CSCO) 0.2 $610k 10k 59.20
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $585k 7.2k 81.58
UnitedHealth (UNH) 0.2 $573k 1.1k 505.98
Alphabet Cap Stk Cl C (GOOG) 0.2 $569k 3.0k 190.43
Abbvie (ABBV) 0.2 $546k 3.1k 177.67
Wells Fargo & Company (WFC) 0.2 $543k 7.7k 70.24
Williams-Sonoma (WSM) 0.2 $515k 2.8k 185.16
Waste Management (WM) 0.2 $509k 2.5k 201.81
Packaging Corporation of America (PKG) 0.2 $486k 2.2k 225.17
Merck & Co (MRK) 0.1 $468k 4.7k 99.47
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.1 $458k 12k 38.39
American Intl Group Com New (AIG) 0.1 $456k 6.3k 72.80
Ferrari Nv Ord (RACE) 0.1 $419k 987.00 424.90
Pfizer (PFE) 0.1 $416k 16k 26.53
Corning Incorporated (GLW) 0.1 $405k 8.5k 47.52
Coca-Cola Company (KO) 0.1 $403k 6.5k 62.26
Garmin SHS (GRMN) 0.1 $403k 2.0k 206.30
Ishares Tr Core Msci Total (IXUS) 0.1 $382k 5.8k 66.13
Texas Instruments Incorporated (TXN) 0.1 $359k 1.9k 187.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $350k 1.5k 240.34
Union Pacific Corporation (UNP) 0.1 $347k 1.5k 228.11
Nortonlifelock (GEN) 0.1 $346k 13k 27.38
Verizon Communications (VZ) 0.1 $345k 8.6k 39.99
Philip Morris International (PM) 0.1 $312k 2.6k 120.33
Fidelity Ethereum SHS (FETH) 0.1 $312k 9.3k 33.41
Procter & Gamble Company (PG) 0.1 $302k 1.8k 167.64
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $301k 6.0k 50.37
Spdr Gold Tr Gold Shs (GLD) 0.1 $294k 1.2k 242.13
Chipotle Mexican Grill (CMG) 0.1 $280k 4.6k 60.30
Crowdstrike Hldgs Cl A (CRWD) 0.1 $278k 812.00 341.98
Palantir Technologies Cl A (PLTR) 0.1 $275k 3.6k 75.62
McDonald's Corporation (MCD) 0.1 $270k 932.00 289.92
Marsh & McLennan Companies (MMC) 0.1 $266k 1.3k 212.34
Vanguard Index Fds Value Etf (VTV) 0.1 $261k 1.5k 169.30
Qualcomm (QCOM) 0.1 $248k 1.6k 153.61
Oracle Corporation (ORCL) 0.1 $246k 1.5k 166.60
Lockheed Martin Corporation (LMT) 0.1 $243k 500.00 486.24
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $236k 3.1k 75.69
Exxon Mobil Corporation (XOM) 0.1 $233k 2.2k 107.55
Pacer Fds Tr Pacer Us Small (CALF) 0.1 $232k 5.3k 44.01
Coinbase Global Com Cl A (COIN) 0.1 $223k 898.00 248.30
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $214k 2.1k 99.54
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $212k 875.00 242.29
Ishares Tr Exponential Tech (XT) 0.1 $211k 3.5k 59.67
Accenture Plc Ireland Shs Class A (ACN) 0.1 $206k 585.00 351.52
Automatic Data Processing (ADP) 0.1 $202k 690.00 292.62
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $201k 1.8k 110.27
Amgen (AMGN) 0.1 $201k 770.00 260.75
Ford Motor Company (F) 0.0 $133k 13k 9.90