Benchmark Financial Wealth Advisors, LLC Purchases in Q3 2025

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
139K
+ 1342.9%
$43.65 - $46.42 $6.06M - $6.44M
149K $6.92M
IVV
Ishares Core S&P 500 ETF

ETFs
3.66K
+ 51.87%
$620.67 - $670.08 $2.27M - $2.45M
10.7K $7.16M
DBND
Doubleline ETF Tr Opportunisti

ETFs
47.1K
+ 12.81%
$45.57 - $46.76 $2.15M - $2.2M
415K $19.3M
NVDA
Nvidia Corp

Technology
3.5K
+ 6.34%
$153.3 - $186.58 $536K - $652K
58.6K $10.9M
AAPL
Apple Inc.

Technology
1.92K
+ 6.83%
$202.38 - $256.87 $388K - $492K
30K $7.63M
LVHI
Franklin International Low Vol

ETFs
34.3K
+ 35.97%
$32.69 - $35.19 $1.12M - $1.21M
130K $4.51M
IWY
Ishares Tr Russell 200 Growth

ETFs
881
+ 2.09%
$243.93 - $275.62 $215K - $243K
43.1K $11.8M
GOOGL
Alphabet Inc.

Communication Services
404
+ 3.21%
$174.36 - $254.72 $70.4K - $103K
13K $3.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
338
+ 0.45%
$108.46 - $120.63 $36.7K - $40.8K
74.7K $8.88M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.34K
+ 4.71%
$67.91 - $74.71 $227K - $250K
74.4K $5.48M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.63K
+ 0.71%
$55.15 - $58.11 $90.1K - $94.9K
233K $13.4M
UNH
Unitedhealth Group Inc

Healthcare
1.63K
+ 155.74%
$237.77 - $353.61 $387K - $576K
2.68K $923K
XLF
Financial Sector Spdr

ETFs
4.33K
+ 2.78%
$51.37 - $54.25 $222K - $235K
160K $8.62M
GOOG
Alphabet Inc.

Communication Services
773
+ 24.21%
$175.16 - $255.24 $135K - $197K
3.97K $965K
QDPL
Pacer Fds Tr Metaurus Us Large
6.83K
+ 18.2%
$39.4 - $42.1 $269K - $287K
44.4K $1.86M
AVGO
Broadcom Inc.

Technology
37
+ 0.58%
$264.74 - $369.57 $9.8K - $13.7K
6.4K $2.11M
MSFT
Microsoft Corp

Technology
227
+ 2.17%
$491.09 - $535.64 $111K - $122K
10.7K $5.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
138
+ 2.8%
$546.99 - $602.2 $75.5K - $83.1K
5.06K $3.04M
ORCL
Oracle Corp

Technology
833
+ 64.77%
$218.96 - $328.33 $182K - $273K
2.12K $595K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
85
+ 1.24%
$567.09 - $607.37 $48.2K - $51.6K
6.91K $4.12M
GLW
Corning Inc

Technology
43
+ 0.53%
$51.6 - $82.03 $2.22K - $3.53K
8.18K $670K
VEU
Vanguard Ftse All World Ex Us

ETFs
91
+ 0.17%
$66.38 - $71.68 $6.04K - $6.52K
52.2K $3.72M
PSX
Phillips 66

Energy
1.62K
New
$118.37 - $139.46 $192K - $226K
1.62K $220K
QCOM
Qualcomm Inc

Technology
1.32K
New
$145.84 - $173.55 $192K - $228K
1.32K $218K
CAT
Caterpillar Inc

Industrials
449
New
$390.92 - $477.15 $176K - $214K
449 $214K
RTX
Raytheon Technologies Corp

Industrials
1.26K
New
$144.19 - $167.33 $181K - $210K
1.26K $210K
NVS
Novartis Ag

Healthcare
1.64K
New
$113.5 - $129.73 $186K - $212K
1.64K $209K
C
Citigroup Inc

Financial Services
2.04K
New
$85.57 - $103.49 $175K - $211K
2.04K $207K
UBER
Uber Technologies, Inc

Technology
2.11K
New
$86.91 - $99.57 $183K - $210K
2.11K $206K
JNJ
Johnson & Johnson

Healthcare
1.1K
New
$155.17 - $185.42 $171K - $204K
1.1K $203K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
278
+ 13.05%
$459.11 - $506.91 $128K - $141K
2.41K $1.21M
BX
Blackstone Inc.

Financial Services
72
+ 0.95%
$152.77 - $188.68 $11K - $13.6K
7.68K $1.31M
WMT
Walmart Inc.

Consumer Defensive
1.05K
+ 14.0%
$94.4 - $104.27 $99.4K - $110K
8.58K $883K
TSLA
Tesla, Inc.

Consumer Cyclical
40
+ 4.14%
$293.94 - $444.72 $11.8K - $17.8K
1.01K $447K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
104
+ 1.22%
$148.97 - $165.88 $15.5K - $17.3K
8.61K $1.42M
XLU
Utilities Sector Spdr

ETFs
1.23K
+ 39.42%
$81.14 - $87.32 $99.6K - $107K
4.34K $378K
MO
Altria Group, Inc.

Consumer Defensive
126
+ 0.81%
$57.75 - $67.68 $7.28K - $8.53K
15.6K $1.03M
BAC
Bank Of America Corp

Financial Services
161
+ 0.75%
$44.92 - $52.42 $7.23K - $8.44K
21.6K $1.11M
MA
Mastercard Inc

Financial Services
165
+ 30.28%
$550.18 - $598.96 $90.8K - $98.8K
710 $403K
IWB
Ishares Tr Russell 1000 ETF

ETFs
8
+ 0.24%
$339.37 - $366.46 $2.71K - $2.93K
3.3K $1.21M
MRK
Merck & Co., Inc.

Healthcare
731
+ 20.68%
$77.6 - $87.37 $56.7K - $63.9K
4.27K $357K
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 1.54%
$357.4 - $423.42 $8.94K - $10.6K
1.65K $668K
GLD
Spdr Gold Trust

ETFs
22
+ 1.81%
$300.96 - $355.47 $6.62K - $7.82K
1.24K $439K
VEA
Vanguard Ftse Developed Market

ETFs
44
+ 0.19%
$56.02 - $60.3 $2.46K - $2.65K
22.7K $1.36M
CVX
Chevron Corp

Energy
293
+ 16.98%
$145.57 - $161.83 $42.7K - $47.4K
2.02K $313K
AMZN
Amazon Com Inc

Consumer Cyclical
282
+ 1.51%
$211.65 - $238.24 $59.7K - $67.2K
19K $4.17M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
54
+ 0.43%
$99.08 - $103.57 $5.35K - $5.59K
12.6K $1.29M
RY
Royal Bank Of Canada

Financial Services
12
+ 0.37%
$128.46 - $148.6 $1.54K - $1.78K
3.24K $476K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6
+ 0.64%
$224.68 - $282.71 $1.35K - $1.7K
944 $263K
Activity Summary
Buys All Purchases 83 New Holdings 11 Increased Positions 72 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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