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
GLW
Corning Inc

Technology
80
+ 0.99%
$39.07 - $52.59 $3.13K - $4.21K
8.13K $427K
RACE
Ferrari N.V.

Consumer Cyclical
3
+ 0.41%
$397.86 - $499.02 $1.19K - $1.5K
738 $362K
V
Visa Inc.

Financial Services
93
+ 2.99%
$308.27 - $373.31 $28.7K - $34.7K
3.2K $1.14M
IBM
International Business Machines Corp

Technology
22
+ 2.7%
$221.03 - $294.78 $4.86K - $6.49K
838 $247K
IXUS
Ishares Tr

ETFs
22
+ 0.41%
$62.37 - $77.63 $1.37K - $1.71K
5.4K $417K
LMT
Lockheed Martin Corp

Industrials
61
+ 9.27%
$430.82 - $486.45 $26.3K - $29.7K
719 $332K
MA
Mastercard Inc

Financial Services
49
+ 9.88%
$479.92 - $590.74 $23.5K - $28.9K
545 $306K
F
Ford Motor CO

Consumer Cyclical
1.88K
+ 11.16%
$8.69 - $10.85 $16.3K - $20.4K
18.7K $203K
VRME
Verify Me, Inc.

Industrials
37.1K
New
$0.59 - $0.82 $21.9K - $30.5K
37.1K $27K
VZ
Verizon Communications Inc

Communication Services
969
+ 9.42%
$41.67 - $45.62 $40.4K - $44.2K
11.3K $487K
KO
Coca Cola CO

Consumer Defensive
323
+ 4.71%
$68.37 - $73.9 $22.1K - $23.9K
7.18K $508K
MO
Altria Group, Inc.

Consumer Defensive
623
+ 4.2%
$55.56 - $60.91 $34.6K - $37.9K
15.5K $907K
WSM
Williams Sonoma Inc

Consumer Cyclical
11
+ 0.39%
$137.62 - $174.44 $1.51K - $1.92K
2.8K $457K
CRM
Salesforce, Inc.

Technology
42
+ 4.44%
$236.26 - $291.15 $9.92K - $12.2K
989 $269K
AMGN
Amgen Inc

Healthcare
132
+ 17.08%
$262.28 - $309.85 $34.6K - $40.9K
905 $252K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
205
+ 10.64%
$483.48 - $539.8 $99.1K - $111K
2.13K $1.04M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
69
+ 1.14%
$50.36 - $50.68 $3.47K - $3.5K
6.12K $310K
NLOK
Norton Life Lock Inc.

Technology
51
+ 0.42%
N/A
12.2K $262K
Fidelity Wise Origin Bitcoin
3.74K
+ 39.08%
N/A
13.3K $0
UNP
Union Pacific Corp

Industrials
40
+ 2.68%
$208.27 - $238.46 $8.33K - $9.54K
1.54K $353K
Ishares Bitcoin Trust ETF
7.58K
New
N/A
7.58K $0
Direxion Shs ETF Tr
11.1K
New
N/A
11.1K $0
AIG
American International Group, Inc.

Financial Services
55
+ 0.87%
$77.56 - $87.72 $4.27K - $4.82K
6.36K $544K
XOM
Exxon Mobil Corp

Energy
122
+ 6.87%
$99.93 - $119.04 $12.2K - $14.5K
1.9K $204K
PKG
Packaging Corp Of America

Consumer Cyclical
61
+ 2.72%
$175.97 - $201.36 $10.7K - $12.3K
2.31K $434K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 2.18%
$285.55 - $321.23 $4.57K - $5.14K
750 $219K
GRMN
Garmin LTD

Technology
12
+ 0.61%
$173.63 - $218.07 $2.08K - $2.62K
1.97K $411K
LLY
Eli Lilly & CO

Healthcare
27
+ 3.05%
$713.71 - $898.95 $19.3K - $24.3K
912 $710K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
31
+ 2.61%
$212.1 - $244.27 $6.58K - $7.57K
1.22K $266K
ABBV
Abb Vie Inc.

Healthcare
208
+ 6.89%
$170.16 - $206.27 $35.4K - $42.9K
3.23K $598K
UNH
Unitedhealth Group Inc

Healthcare
29
+ 2.85%
$274.35 - $599.47 $7.96K - $17.4K
1.05K $326K
BMY
Bristol Myers Squibb CO

Healthcare
1.93K
+ 8.57%
$44.12 - $59.6 $85.3K - $115K
24.5K $1.13M
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
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