Benchmark Financial Wealth Advisors, LLC Purchases in Q3 2024

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
7.06K
+ 11.02%
$517.38 - $573.86 $3.65M - $4.05M
71.1K $40.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.2K
+ 4.67%
$36.98 - $41.55 $1.26M - $1.42M
766K $31.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18.7K
+ 8.25%
$53.41 - $57.9 $1M - $1.09M
246K $14.2M
AAPL
Apple Inc.

Technology
1.9K
+ 5.39%
$207.23 - $234.82 $394K - $447K
37.2K $8.66M
USFR
Wisdomtree Floating Rate Treas

ETFs
24.4K
New
$50.2 - $50.48 $1.22M - $1.23M
24.4K $1.22M
XLV
Select Sector Spdr Fund Health

ETFs
3.65K
+ 4.7%
$143.3 - $157.24 $523K - $574K
81.3K $12.5M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.39K
+ 6.73%
$77.02 - $85.06 $492K - $543K
101K $8.56M
IWY
Ishares Tr Russell 200 Growth

ETFs
3.83K
+ 7.56%
$194.66 - $225.97 $745K - $864K
54.4K $12M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
19.6K
+ 67.69%
$51.78 - $52.98 $1.01M - $1.04M
48.5K $2.57M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
5.5K
+ 9.04%
$61.71 - $68.15 $339K - $375K
66.3K $4.49M
AVGO
Broadcom Inc.

Technology
5.95K
+ 1453.55%
$136.27 - $1745.86 $810K - $10.4M
6.35K $1.1M
LMT
Lockheed Martin Corp

Industrials
669
New
$460.3 - $584.56 $308K - $391K
669 $391K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
187
+ 2.38%
$523.84 - $572.02 $98K - $107K
8.05K $4.59M
ORCL
Oracle Corp

Technology
2.22K
New
$125.9 - $170.35 $279K - $378K
2.22K $378K
LVHI
Franklin International Low Vol

ETFs
8.78K
+ 16.38%
$28.72 - $31.28 $252K - $275K
62.4K $1.94M
META
Meta Platforms, Inc.

Communication Services
203
+ 6.18%
$453.41 - $572.44 $92K - $116K
3.49K $2M
UNH
Unitedhealth Group Inc

Healthcare
396
+ 54.25%
$488.01 - $604.18 $193K - $239K
1.13K $658K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.25K
New
$210.25 - $231.86 $263K - $290K
1.25K $278K
KHC
Kraft Heinz CO

Consumer Defensive
7.63K
New
$31.86 - $36.13 $243K - $276K
7.63K $267K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
7.17K
New
$32.65 - $36.69 $234K - $263K
7.17K $260K
PRU
Prudential Financial Inc

Financial Services
2.07K
New
$105.53 - $127.32 $218K - $263K
2.07K $250K
BMY
Bristol Myers Squibb CO

Healthcare
933
+ 5.01%
$39.66 - $51.75 $37K - $48.3K
19.6K $1.01M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.13K
New
$64.35 - $75.71 $202K - $237K
3.13K $230K
BX
Blackstone Inc.

Financial Services
46
+ 0.62%
$120.77 - $159.66 $5.56K - $7.34K
7.45K $1.14M
DELL
Dell Technologies Inc.

Technology
1.85K
New
$87.89 - $145.97 $163K - $270K
1.85K $219K
VB
Vanguard Small Cap ETF

ETFs
912
New
$214.77 - $237.72 $196K - $217K
912 $216K
IWF
Ishares Russell 1000 Gr ETF

ETFs
464
+ 12.43%
$332.02 - $382.76 $154K - $178K
4.2K $1.58M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.48K
New
$42.22 - $48.62 $189K - $218K
4.48K $208K
ADP
Automatic Data Processing Inc

Industrials
747
New
$233.44 - $279.45 $174K - $209K
747 $206K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
264
+ 17.41%
$405.19 - $478.57 $107K - $126K
1.78K $819K
ACN
Accenture PLC

Technology
571
New
$295.44 - $355.81 $169K - $203K
571 $201K
MSFT
Microsoft Corp

Technology
874
+ 8.15%
$395.15 - $467.56 $345K - $409K
11.6K $4.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
787
+ 25.5%
$173.36 - $189.8 $136K - $149K
3.87K $735K
ABBV
Abb Vie Inc.

Healthcare
720
+ 34.63%
$163.84 - $199.33 $118K - $144K
2.8K $552K
JPM
Jpmorgan Chase & CO

Financial Services
798
+ 26.77%
$194.9 - $224.8 $156K - $179K
3.78K $796K
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 4.21%
$333.64 - $405.2 $27.4K - $33.2K
2.03K $822K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.75K
+ 10.44%
$54.98 - $59.51 $96.4K - $104K
18.6K $1.1M
WMT
Walmart Inc.

Consumer Defensive
54
+ 0.54%
$66.91 - $81.4 $3.61K - $4.4K
10K $811K
PKG
Packaging Corp Of America

Consumer Cyclical
368
+ 22.01%
$176.32 - $215.7 $64.9K - $79.4K
2.04K $439K
NVDA
Nvidia Corp

Technology
2.24K
+ 3.36%
$98.91 - $134.91 $221K - $302K
68.8K $8.35M
IVV
Ishares Core S&P 500 ETF

ETFs
74
+ 2.56%
$520.18 - $576.82 $38.5K - $42.7K
2.96K $1.71M
MO
Altria Group, Inc.

Consumer Defensive
1.24K
+ 10.75%
$45.95 - $54.71 $56.9K - $67.8K
12.8K $651K
F
Ford Motor CO

Consumer Cyclical
11.5K
New
$9.71 - $14.55 $112K - $168K
11.5K $121K
GOOG
Alphabet Inc.

Communication Services
752
+ 27.05%
$149.54 - $192.66 $112K - $145K
3.53K $590K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.56K
+ 123.89%
$128.47 - $280.94 $200K - $437K
2.81K $435K
CRWD
Crowd Strike Holdings, Inc.

Technology
586
+ 67.05%
$217.89 - $392.15 $128K - $230K
1.46K $409K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
61
+ 4.05%
$475.2 - $527.7 $29K - $32.2K
1.57K $827K
VZ
Verizon Communications Inc

Communication Services
998
+ 15.13%
$38.89 - $45.0 $38.8K - $44.9K
7.59K $341K
KO
Coca Cola CO

Consumer Defensive
192
+ 3.0%
$62.69 - $73.01 $12K - $14K
6.59K $473K
Activity Summary
Buys All Purchases 69 New Holdings 15 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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