Benchmark Financial Wealth Advisors, LLC Purchases in Q2 2025

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.4K
+ 511.18%
$456.74 - $568.03 $5.22M - $6.5M
13.7K $7.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.5K
+ 4.9%
$17.76 - $22.1 $1.04M - $1.29M
1.25M $27.7M
KBE
Spdr S&P Bank ETF

ETFs
51.5K
New
$45.85 - $55.78 $2.36M - $2.87M
51.5K $2.87M
NVDA
Nvidia Corp

Technology
5
+ 0.01%
$94.31 - $157.99 $472 - $790
55.1K $8.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.29K
+ 200.55%
$416.06 - $551.64 $1.37M - $1.81M
4.93K $2.72M
DBND
Doubleline ETF Tr Opportunisti

ETFs
27.4K
+ 8.04%
$45.18 - $46.32 $1.24M - $1.27M
368K $17M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
11.3K
+ 18.9%
$54.81 - $67.78 $619K - $765K
71K $4.81M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
9.47K
New
$90.85 - $102.31 $860K - $969K
9.47K $953K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8.76K
New
$61.08 - $74.04 $535K - $648K
8.76K $648K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.74K
+ 111.55%
$272.36 - $339.57 $473K - $590K
3.3K $1.12M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.91K
+ 3.54%
$47.46 - $55.3 $375K - $437K
231K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.33K
+ 1.82%
$90.56 - $109.49 $120K - $146K
74.4K $8.13M
JPM
Jpmorgan Chase & CO

Financial Services
977
+ 23.61%
$210.28 - $289.91 $205K - $283K
5.12K $1.48M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
10.3K
New
$38.18 - $45.52 $394K - $470K
10.3K $452K
GS
Goldman Sachs Group Inc

Financial Services
633
New
$462.22 - $707.75 $293K - $448K
633 $448K
XLF
Financial Sector Spdr

ETFs
808
+ 0.52%
$43.92 - $52.37 $35.5K - $42.3K
156K $8.16M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.69K
+ 11.7%
$50.34 - $51.86 $437K - $451K
83K $4.26M
IWM
Ishares Russell 2000 ETF

ETFs
409
+ 1.93%
$174.82 - $215.79 $71.5K - $88.3K
21.5K $4.65M
QDPL
Pacer Fds Tr Metaurus Us Large
8.84K
+ 30.83%
$32.46 - $39.77 $287K - $352K
37.5K $1.48M
RY
Royal Bank Of Canada

Financial Services
3.22K
New
$108.36 - $131.55 $349K - $424K
3.22K $423K
NFLX
Netflix Inc

Communication Services
188
+ 61.24%
$855.86 - $1339.13 $161K - $252K
495 $662K
VEU
Vanguard Ftse All World Ex Us

ETFs
150
+ 0.29%
$54.19 - $67.22 $8.13K - $10.1K
52.1K $3.5M
PANW
Palo Alto Networks Inc

Technology
1.67K
New
$152.44 - $204.64 $254K - $342K
1.67K $341K
TSLA
Tesla, Inc.

Consumer Cyclical
967
New
$221.86 - $362.89 $215K - $351K
967 $307K
ORCL
Oracle Corp

Technology
1.29K
New
$122.82 - $218.63 $158K - $281K
1.29K $281K
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.25%
$144.7 - $178.6 $4.49K - $5.54K
12.6K $2.22M
LVHI
Franklin International Low Vol

ETFs
7.61K
+ 8.67%
$28.91 - $33.28 $220K - $253K
95.4K $3.1M
VEA
Vanguard Ftse Developed Market

ETFs
2.17K
+ 10.59%
$45.65 - $57.01 $99.2K - $124K
22.7K $1.29M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
856
New
$179.95 - $278.88 $154K - $239K
856 $238K
BA
Boeing CO

Industrials
1.13K
New
$136.59 - $217.51 $155K - $247K
1.13K $237K
IYG
Ishares Tr

ETFs
2.72K
New
$68.9 - $85.6 $188K - $233K
2.72K $233K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
332
+ 0.58%
$51.16 - $62.02 $17K - $20.6K
57.3K $3.56M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
9.83K
New
$17.11 - $21.71 $168K - $213K
9.83K $213K
ASML
Asml Holding Nv

Technology
266
New
$595.37 - $815.24 $158K - $217K
266 $213K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
938
New
$141.37 - $228.57 $133K - $214K
938 $212K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.29K
New
$74.88 - $91.97 $171K - $210K
2.29K $210K
COIN
Coinbase Global, Inc.

Technology
600
New
$151.47 - $375.07 $90.9K - $225K
600 $210K
BAC
Bank Of America Corp

Financial Services
2.16K
+ 11.23%
$34.39 - $47.46 $74.4K - $103K
21.4K $1.01M
XT
Ishares Tr Exponential Technol

ETFs
3.09K
New
$49.86 - $65.25 $154K - $201K
3.09K $201K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.83K
New
$45.11 - $52.34 $173K - $201K
3.83K $200K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7
+ 0.08%
$113.67 - $150.4 $796 - $1.05K
8.5K $1.28M
XLK
Technology Sector Spdr

ETFs
13
+ 0.32%
$179.73 - $253.23 $2.34K - $3.29K
4.07K $1.03M
WFC
Wells Fargo & Company

Financial Services
1.32K
+ 17.56%
$60.98 - $80.12 $80.4K - $106K
8.83K $707K
WMT
Walmart Inc.

Consumer Defensive
274
+ 3.78%
$81.79 - $99.98 $22.4K - $27.4K
7.52K $735K
GOOG
Alphabet Inc.

Communication Services
192
+ 6.4%
$146.58 - $180.01 $28.1K - $34.6K
3.19K $566K
BX
Blackstone Inc.

Financial Services
46
+ 0.61%
$120.07 - $151.11 $5.52K - $6.95K
7.61K $1.14M
PM
Philip Morris International Inc.

Consumer Defensive
54
+ 2.15%
$149.23 - $184.95 $8.06K - $9.99K
2.57K $467K
MAR
Marriott International Inc

Consumer Cyclical
22
+ 1.29%
$211.12 - $274.14 $4.64K - $6.03K
1.72K $470K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 2.4%
$908.13 - $1056.85 $20K - $23.3K
939 $929K
Activity Summary
Buys All Purchases 83 New Holdings 22 Increased Positions 61 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email