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, COWZ, and represent 49.45% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH, IWY, SCHF, SCHD, MUNI, SPY, COWZ, LVHI, XLV, SMMD.
- Started 14 new stock positions in CMG, MDLZ, PKG, JPST, MA, TXN, JNJ, WSM, XOM, MUNI. PG, DHR, CVS, VZ.
- Reduced shares in these 10 stocks: FUTY, XLU, LVHD, IJR, RSP, WSO, VTI, IWM, VO, MDY.
- Sold out of its positions in FUTY, LVHD, WSO.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $13M.
- Benchmark Financial Wealth Advisors has $262M in assets under management (AUM), dropping by 12.79%.
- 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 ExcelPortfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Total Stk Mkt (VTI) | 12.5 | $33M | 126k | 259.90 |
|
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.1 | $32M | +4% | 60k | 523.07 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 11.6 | $30M | +5% | 776k | 39.02 |
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 8.7 | $23M | 198k | 115.30 |
|
|
Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.6 | $12M | +9% | 207k | 58.11 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 4.4 | $12M | -5% | 105k | 110.52 |
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.1 | $11M | +5% | 72k | 147.73 |
|
Ishares Tr Rus Tp200 Gr Etf (IWY) | 3.2 | $8.5M | +29% | 43k | 195.10 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 2.7 | $7.0M | -2% | 28k | 249.86 |
|
Apple (AAPL) | 2.5 | $6.4M | 38k | 171.48 |
|
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.4 | $6.4M | +28% | 80k | 80.63 |
|
NVIDIA Corporation (NVDA) | 2.3 | $6.0M | +2% | 6.6k | 903.57 |
|
Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $5.6M | -3% | 27k | 210.30 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.0 | $5.2M | -9% | 30k | 169.37 |
|
Microsoft Corporation (MSFT) | 1.7 | $4.5M | +2% | 11k | 420.71 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 1.7 | $4.5M | +360% | 74k | 60.74 |
|
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.7 | $4.3M | -3% | 7.8k | 556.37 |
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $4.0M | 69k | 58.65 |
|
|
Amazon (AMZN) | 1.4 | $3.8M | 21k | 180.38 |
|
|
Ishares Tr Rusel 2500 Etf (SMMD) | 1.3 | $3.5M | +18% | 54k | 65.61 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $1.9M | 13k | 150.92 |
|
|
Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.8M | +3% | 3.4k | 525.79 |
|
Meta Platforms Cl A (META) | 0.6 | $1.6M | 3.3k | 485.62 |
|
|
Marriott Intl Cl A (MAR) | 0.6 | $1.6M | -5% | 6.3k | 252.30 |
|
Ishares Msci Equal Weite (EUSA) | 0.5 | $1.4M | -6% | 16k | 90.99 |
|
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.5 | $1.4M | NEW | 27k | 52.47 |
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.2M | 3.7k | 337.05 |
|
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $1.2M | 11k | 117.21 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.4 | $1.2M | +2% | 5.7k | 208.28 |
|
Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.4 | $1.1M | +155% | 36k | 29.78 |
|
Visa Com Cl A (V) | 0.4 | $976k | -2% | 3.5k | 279.12 |
|
Blackstone Group Inc Com Cl A (BX) | 0.4 | $966k | 7.4k | 131.37 |
|
|
Bristol Myers Squibb (BMY) | 0.3 | $896k | +8% | 17k | 54.23 |
|
Ishares Tr Core Msci Total (IXUS) | 0.3 | $815k | -8% | 12k | 67.86 |
|
Bank of America Corporation (BAC) | 0.3 | $811k | +4% | 21k | 37.92 |
|
Home Depot (HD) | 0.3 | $808k | 2.1k | 383.64 |
|
|
American Intl Group Com New (AIG) | 0.3 | $722k | 9.2k | 78.17 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $721k | +43% | 1.5k | 480.65 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $714k | +134% | 12k | 57.86 |
|
Costco Wholesale Corporation (COST) | 0.3 | $691k | +9% | 943.00 | 732.67 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $690k | +12% | 14k | 50.17 |
|
Eli Lilly & Co. (LLY) | 0.3 | $685k | +7% | 880.00 | 777.93 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $659k | +5% | 1.6k | 420.52 |
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.3 | $655k | 3.7k | 179.11 |
|
|
Merck & Co (MRK) | 0.2 | $643k | +22% | 4.9k | 131.96 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $620k | +6% | 1.4k | 444.05 |
|
Waste Management (WM) | 0.2 | $549k | +8% | 2.6k | 213.16 |
|
Broadcom (AVGO) | 0.2 | $536k | 404.00 | 1325.89 |
|
|
JPMorgan Chase & Co. (JPM) | 0.2 | $530k | +16% | 2.6k | 200.33 |
|
Wal-Mart Stores (WMT) | 0.2 | $490k | +243% | 8.1k | 60.17 |
|
Ferrari Nv Ord (RACE) | 0.2 | $468k | 1.1k | 436.07 |
|
|
Wells Fargo & Company (WFC) | 0.2 | $434k | +6% | 7.5k | 57.96 |
|
Pfizer (PFE) | 0.2 | $428k | +89% | 15k | 27.75 |
|
Altria (MO) | 0.2 | $427k | +22% | 9.8k | 43.62 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.2 | $419k | +9% | 2.7k | 152.26 |
|
Union Pacific Corporation (UNP) | 0.2 | $417k | +80% | 1.7k | 245.87 |
|
Amgen (AMGN) | 0.1 | $384k | +18% | 1.4k | 284.37 |
|
UnitedHealth (UNH) | 0.1 | $383k | +11% | 775.00 | 494.55 |
|
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $353k | NEW | 7.0k | 50.45 |
|
Cisco Systems (CSCO) | 0.1 | $349k | +20% | 7.0k | 49.91 |
|
Boeing Company (BA) | 0.1 | $340k | 1.8k | 192.95 |
|
|
Flexshopper Com New (FPAY) | 0.1 | $334k | -2% | 224k | 1.49 |
|
Coca-Cola Company (KO) | 0.1 | $332k | +27% | 5.4k | 61.18 |
|
Williams-Sonoma (WSM) | 0.1 | $329k | NEW | 1.0k | 317.45 |
|
Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $305k | 1.4k | 225.07 |
|
|
Qualcomm (QCOM) | 0.1 | $296k | +12% | 1.7k | 169.26 |
|
Abbvie (ABBV) | 0.1 | $292k | +9% | 1.6k | 182.15 |
|
Lowe's Companies (LOW) | 0.1 | $289k | +3% | 1.1k | 254.80 |
|
Vanguard Index Fds Value Etf (VTV) | 0.1 | $289k | 1.8k | 162.83 |
|
|
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $285k | -8% | 889.00 | 320.59 |
|
McDonald's Corporation (MCD) | 0.1 | $278k | +24% | 985.00 | 281.82 |
|
Procter & Gamble Company (PG) | 0.1 | $271k | NEW | 1.7k | 162.24 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $271k | 1.3k | 205.72 |
|
|
Corning Incorporated (GLW) | 0.1 | $269k | 8.2k | 32.96 |
|
|
Texas Instruments Incorporated (TXN) | 0.1 | $251k | NEW | 1.4k | 174.19 |
|
Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $249k | -33% | 2.8k | 90.43 |
|
Philip Morris International (PM) | 0.1 | $246k | +17% | 2.7k | 91.64 |
|
Packaging Corporation of America (PKG) | 0.1 | $243k | NEW | 1.3k | 189.75 |
|
Johnson & Johnson (JNJ) | 0.1 | $243k | NEW | 1.5k | 158.20 |
|
Chipotle Mexican Grill (CMG) | 0.1 | $230k | NEW | 79.00 | 2906.77 |
|
Novo-nordisk A S Adr (NVO) | 0.1 | $227k | -20% | 1.8k | 128.40 |
|
Verizon Communications (VZ) | 0.1 | $225k | NEW | 5.3k | 41.96 |
|
Mastercard Incorporated Cl A (MA) | 0.1 | $218k | NEW | 454.00 | 481.13 |
|
Vanguard World Inf Tech Etf (VGT) | 0.1 | $218k | 416.00 | 523.81 |
|
|
Exxon Mobil Corporation (XOM) | 0.1 | $217k | NEW | 1.9k | 116.26 |
|
Danaher Corporation (DHR) | 0.1 | $214k | NEW | 856.00 | 249.68 |
|
Ishares Tr Exponential Tech (XT) | 0.1 | $210k | 3.5k | 59.61 |
|
|
CVS Caremark Corporation (CVS) | 0.1 | $209k | NEW | 2.6k | 79.76 |
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $205k | -85% | 3.1k | 65.65 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $202k | NEW | 2.9k | 69.99 |
|
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 2024 Q1 filed April 22, 2024
- 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