Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of March 31, 2025

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 98 positions in its portfolio as reported in the March 2025 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) 12.4 $33M 59k 559.39
Vanguard Index Fds Total Stk Mkt (VTI) 9.7 $26M 93k 274.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 8.9 $24M 1.2M 19.78
Ishares Tr Core S&p Ttl Stk (ITOT) 6.0 $16M 131k 122.01
Doubleline Etf Trust Opportunistic Co (DBND) 5.9 $16M 340k 46.17
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.6 $12M 223k 54.76
Ishares Tr Rus Tp200 Gr Etf (IWY) 3.7 $9.7M 46k 210.94
Select Sector Spdr Tr Financial (XLF) 2.9 $7.7M 155k 49.81
Ishares Tr Core S&p Scp Etf (IJR) 2.9 $7.6M 73k 104.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $7.6M 272k 27.96
Apple (AAPL) 2.4 $6.3M 29k 222.13
NVIDIA Corporation (NVDA) 2.3 $6.0M 55k 108.38
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.0 $5.3M 30k 173.23
Vanguard Index Fds Mid Cap Etf (VO) 1.8 $4.7M 18k 258.62
Ishares Tr Core S&p500 Etf (IVV) 1.7 $4.6M 8.1k 561.89
Ishares Tr Russell 2000 Etf (IWM) 1.6 $4.2M 21k 199.49
Microsoft Corporation (MSFT) 1.5 $4.1M 11k 375.39
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $4.0M 7.5k 533.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.4 $3.8M 74k 51.55
Ishares Tr Rusel 2500 Etf (SMMD) 1.4 $3.7M 60k 62.54
Amazon (AMZN) 1.4 $3.6M 19k 190.26
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $3.3M 57k 58.35
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $3.1M 52k 60.66
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.1 $2.8M 88k 32.37
Meta Platforms Cl A (META) 0.8 $2.1M 3.6k 576.44
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.9M 13k 154.64
Spdr Ser Tr S&p Regl Bkg (KRE) 0.6 $1.6M 29k 56.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.4M 3.8k 361.08
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.4M 24k 57.14
Bristol Myers Squibb (BMY) 0.5 $1.4M 23k 60.99
Ishares Msci Equal Weite (EUSA) 0.4 $1.2M 13k 93.59
Ishares Tr Us Regnl Bks Etf (IAT) 0.4 $1.2M 25k 46.63
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.1M 2.2k 513.81
Broadcom (AVGO) 0.4 $1.1M 6.8k 167.42
Visa Com Cl A (V) 0.4 $1.1M 3.1k 350.49
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $1.1M 8.5k 127.08
Blackstone Group Inc Com Cl A (BX) 0.4 $1.1M 7.6k 139.79
Pacer Fds Tr Metaurus Cap 400 (QDPL) 0.4 $1.0M 29k 36.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.0M 21k 50.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 1.9k 532.63
JPMorgan Chase & Co. (JPM) 0.4 $1.0M 4.1k 245.31
Altria (MO) 0.3 $891k 15k 60.02
Costco Wholesale Corporation (COST) 0.3 $867k 917.00 945.62
Select Sector Spdr Tr Technology (XLK) 0.3 $838k 4.1k 206.49
Bank of America Corporation (BAC) 0.3 $804k 19k 41.73
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $769k 1.6k 468.88
Cisco Systems (CSCO) 0.3 $734k 12k 61.71
Eli Lilly & Co. (LLY) 0.3 $731k 885.00 826.22
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $728k 3.9k 188.16
Home Depot (HD) 0.3 $707k 1.9k 366.48
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $689k 9.6k 71.97
Wal-Mart Stores (WMT) 0.2 $637k 7.3k 87.79
Abbvie (ABBV) 0.2 $632k 3.0k 209.51
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.2 $571k 13k 45.65
American Intl Group Com New (AIG) 0.2 $548k 6.3k 86.94
Wells Fargo & Company (WFC) 0.2 $539k 7.5k 71.79
UnitedHealth (UNH) 0.2 $533k 1.0k 523.99
Waste Management (WM) 0.2 $532k 2.3k 231.51
Coca-Cola Company (KO) 0.2 $491k 6.9k 71.62
Vanguard Index Fds Small Cp Etf (VB) 0.2 $484k 2.2k 221.71
Ishares Tr Rus 1000 Etf (IWB) 0.2 $478k 1.6k 306.71
Pfizer (PFE) 0.2 $476k 19k 25.34
Alphabet Cap Stk Cl C (GOOG) 0.2 $469k 3.0k 156.23
Verizon Communications (VZ) 0.2 $467k 10k 45.36
Packaging Corporation of America (PKG) 0.2 $445k 2.2k 198.01
Williams-Sonoma (WSM) 0.2 $441k 2.8k 158.10
Garmin SHS (GRMN) 0.2 $426k 2.0k 217.16
Texas Instruments Incorporated (TXN) 0.2 $416k 2.3k 179.71
Marriott Intl Cl A (MAR) 0.2 $405k 1.7k 238.24
Philip Morris International (PM) 0.2 $399k 2.5k 158.71
Ishares Tr Core Msci Total (IXUS) 0.1 $375k 5.4k 69.81
Corning Incorporated (GLW) 0.1 $369k 8.1k 45.78
Union Pacific Corporation (UNP) 0.1 $353k 1.5k 236.23
Spdr Gold Tr Gold Shs (GLD) 0.1 $350k 1.2k 288.14
Crowdstrike Hldgs Cl A (CRWD) 0.1 $341k 968.00 352.54
Nortonlifelock (GEN) 0.1 $322k 12k 26.54
Merck & Co (MRK) 0.1 $319k 3.5k 89.77
Ferrari Nv Ord (RACE) 0.1 $314k 735.00 427.65
Palantir Technologies Cl A (PLTR) 0.1 $310k 3.7k 84.41
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $306k 6.0k 50.63
Chevron Corporation (CVX) 0.1 $298k 1.8k 167.25
Procter & Gamble Company (PG) 0.1 $296k 1.7k 170.45
Lockheed Martin Corporation (LMT) 0.1 $294k 658.00 446.62
Marsh & McLennan Companies (MMC) 0.1 $290k 1.2k 244.06
Netflix (NFLX) 0.1 $286k 307.00 932.57
Mastercard Incorporated Cl A (MA) 0.1 $272k 496.00 548.08
Lam Research Corp Com New (LRCX) 0.1 $268k 3.7k 72.71
salesforce (CRM) 0.1 $254k 947.00 268.23
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $246k 3.1k 78.85
Amgen (AMGN) 0.1 $241k 773.00 311.68
Blackrock (BLK) 0.1 $233k 246.00 946.39
Accenture Plc Ireland Shs Class A (ACN) 0.1 $231k 740.00 311.97
Vanguard Index Fds Value Etf (VTV) 0.1 $231k 1.3k 172.76
McDonald's Corporation (MCD) 0.1 $229k 734.00 312.20
Chipotle Mexican Grill (CMG) 0.1 $218k 4.3k 50.21
Exxon Mobil Corporation (XOM) 0.1 $211k 1.8k 118.92
International Business Machines (IBM) 0.1 $203k 816.00 248.58
Ford Motor Company (F) 0.1 $169k 17k 10.03