Benchmark Financial Wealth Advisors, LLC Purchases in Q1 2025

Benchmark Financial Wealth Advisors, LLC

  • $264 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DBND
Doubleline ETF Tr Opportunisti

ETFs
340K
New
$44.88 - $46.36 $15.3M - $15.8M
340K $15.7M
XLF
Financial Sector Spdr

ETFs
138K
+ 834.82%
$47.32 - $52.19 $6.55M - $7.22M
155K $7.72M
KRE
Spdr S&P Regional Banking ETF

ETFs
28.6K
New
$55.11 - $65.5 $1.58M - $1.87M
28.6K $1.63M
IVV
Ishares Core S&P 500 ETF

ETFs
2.98K
+ 58.04%
$554.06 - $615.85 $1.65M - $1.83M
8.11K $4.56M
IAT
Ishares Tr

ETFs
24.7K
New
$44.84 - $53.56 $1.11M - $1.32M
24.7K $1.15M
QDPL
Pacer Fds Tr Metaurus Us Large
16.8K
+ 140.63%
$36.5 - $40.04 $612K - $671K
28.7K $1.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.56K
New
$302.31 - $337.54 $471K - $526K
1.56K $477K
CVX
Chevron Corp

Energy
1.78K
New
$146.71 - $167.97 $262K - $299K
1.78K $298K
NFLX
Netflix Inc

Communication Services
307
New
$828.4 - $1058.6 $254K - $325K
307 $286K
MA
Mastercard Inc

Financial Services
496
New
$504.67 - $576.31 $250K - $286K
496 $271K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
146
+ 8.2%
$442.66 - $534.52 $64.6K - $78K
1.93K $1.03M
BMY
Bristol Myers Squibb CO

Healthcare
1.82K
+ 8.79%
$53.9 - $63.11 $98.3K - $115K
22.6K $1.38M
IBM
International Business Machines Corp

Technology
816
New
$217.4 - $264.74 $177K - $216K
816 $202K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
478
+ 27.17%
$507.05 - $563.67 $242K - $269K
2.24K $1.15M
MO
Altria Group, Inc.

Consumer Defensive
1.18K
+ 8.6%
$50.81 - $60.02 $59.8K - $70.6K
14.9K $891K
V
Visa Inc.

Financial Services
95
+ 3.16%
$306.92 - $362.71 $29.2K - $34.5K
3.11K $1.09M
VB
Vanguard Small Cap ETF

ETFs
727
+ 49.97%
$217.89 - $252.64 $158K - $184K
2.18K $483K
CSCO
Cisco Systems, Inc.

Technology
1.59K
+ 15.37%
$58.74 - $64.87 $93.1K - $103K
11.9K $733K
VZ
Verizon Communications Inc

Communication Services
1.65K
+ 19.11%
$37.81 - $46.49 $62.4K - $76.7K
10.3K $466K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.06K
+ 9.34%
$56.17 - $59.71 $116K - $123K
24.1K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
292
+ 7.59%
$225.19 - $279.95 $65.8K - $81.7K
4.14K $1.02M
AIG
American International Group, Inc.

Financial Services
45
+ 0.72%
$70.5 - $86.94 $3.17K - $3.91K
6.3K $548K
KO
Coca Cola CO

Consumer Defensive
381
+ 5.88%
$60.81 - $72.32 $23.2K - $27.6K
6.86K $491K
TXN
Texas Instruments Inc

Technology
399
+ 20.82%
N/A
2.32K $450K
LLY
Eli Lilly & CO

Healthcare
27
+ 3.15%
$725.72 - $929.72 $19.6K - $25.1K
885 $730K
CRWD
Crowd Strike Holdings, Inc.

Technology
156
+ 19.21%
$308.86 - $455.36 $48.2K - $71K
968 $341K
PFE
Pfizer Inc

Healthcare
3.11K
+ 19.85%
$25.01 - $27.13 $77.9K - $84.5K
18.8K $476K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.41K
+ 1.94%
$51.26 - $52.53 $72.3K - $74.1K
74.3K $3.83M
LMT
Lockheed Martin Corp

Industrials
158
+ 31.6%
$423.19 - $506.29 $66.9K - $80K
658 $293K
AMGN
Amgen Inc

Healthcare
3
+ 0.39%
$258.59 - $327.36 $776 - $982
773 $240K
F
Ford Motor CO

Consumer Cyclical
3.42K
+ 25.47%
$9.12 - $10.43 $31.2K - $35.6K
16.8K $168K
PLTR
Palantir Technologies Inc.

Technology
32
+ 0.88%
$64.98 - $124.62 $2.08K - $3.99K
3.67K $309K
ACN
Accenture PLC

Technology
155
+ 26.5%
$300.91 - $398.25 $46.6K - $61.7K
740 $230K
META
Meta Platforms, Inc.

Communication Services
122
+ 3.48%
$576.36 - $736.67 $70.3K - $89.9K
3.62K $2.09M
GRMN
Garmin LTD

Technology
10
+ 0.51%
$204.55 - $241.93 $2.05K - $2.42K
1.96K $425K
IWD
Ishares Russell 1000 Val ETF

ETFs
9
+ 0.23%
$182.82 - $196.21 $1.65K - $1.77K
3.87K $728K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
69
+ 1.15%
$50.39 - $50.66 $3.48K - $3.5K
6.05K $306K
Blackrock Inc
246
New
N/A
246 $0
Fidelity Wise Origin Bitcoin
2.41K
+ 33.62%
N/A
9.58K $0
Lam Research Corp
3.69K
New
N/A
3.69K $0
PKG
Packaging Corp Of America

Consumer Cyclical
86
+ 3.98%
$192.03 - $242.13 $16.5K - $20.8K
2.25K $444K
RSP
Invesco S&P 500 Equal Weight E

ETFs
76
+ 0.25%
$169.43 - $182.84 $12.9K - $13.9K
30.4K $5.26M
WSM
Williams Sonoma Inc

Consumer Cyclical
7
+ 0.25%
$158.1 - $217.71 $1.11K - $1.52K
2.79K $441K
GOOG
Alphabet Inc.

Communication Services
15
+ 0.5%
$156.06 - $207.71 $2.34K - $3.12K
3K $468K
BX
Blackstone Inc.

Financial Services
75
+ 1.0%
$136.53 - $186.74 $10.2K - $14K
7.56K $1.06M
AVGO
Broadcom Inc.

Technology
397
+ 6.21%
$167.43 - $244.7 $66.5K - $97.1K
6.79K $1.14M
GOOGL
Alphabet Inc.

Communication Services
225
+ 1.82%
$154.33 - $206.19 $34.7K - $46.4K
12.6K $1.94M
Activity Summary
Buys All Purchases 48 New Holdings 11 Increased Positions 37 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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