Benchmark Financial Wealth Advisors, LLC Incresed Positions 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
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
RSP
Invesco S&P 500 Equal Weight E

ETFs
195
+ 0.63%
$162.83 - $179.16 $31.8K - $34.9K
31K $5.55M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
187
+ 2.38%
$523.84 - $572.02 $98K - $107K
8.05K $4.59M
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
BMY
Bristol Myers Squibb CO

Healthcare
933
+ 5.01%
$39.66 - $51.75 $37K - $48.3K
19.6K $1.01M
BX
Blackstone Inc.

Financial Services
46
+ 0.62%
$120.77 - $159.66 $5.56K - $7.34K
7.45K $1.14M
IWF
Ishares Russell 1000 Gr ETF

ETFs
464
+ 12.43%
$332.02 - $382.76 $154K - $178K
4.2K $1.58M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
264
+ 17.41%
$405.19 - $478.57 $107K - $126K
1.78K $819K
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.75K
+ 10.44%
$54.98 - $59.51 $96.4K - $104K
18.6K $1.1M
HD
Home Depot, Inc.

Consumer Cyclical
82
+ 4.21%
$333.64 - $405.2 $27.4K - $33.2K
2.03K $822K
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
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
TXN
Texas Instruments Inc

Technology
343
+ 24.52%
$194.6 - $194.6 $66.7K - $66.7K
1.74K $338K
KO
Coca Cola CO

Consumer Defensive
192
+ 3.0%
$62.69 - $73.01 $12K - $14K
6.59K $473K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
148
+ 1.41%
$116.79 - $133.54 $17.3K - $19.8K
10.6K $1.4M
VEA
Vanguard Ftse Developed Market

ETFs
237
+ 1.54%
$47.6 - $53.31 $11.3K - $12.6K
15.7K $827K
GLW
Corning Inc

Technology
270
+ 3.29%
$37.76 - $46.2 $10.2K - $12.5K
8.48K $382K
GRMN
Garmin LTD

Technology
248
+ 15.69%
$161.1 - $183.29 $40K - $45.5K
1.83K $321K
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 3.83%
$801.83 - $917.05 $27.3K - $31.2K
921 $816K
PG
Procter & Gamble CO

Consumer Defensive
182
+ 11.03%
$160.76 - $177.82 $29.3K - $32.4K
1.83K $317K
UNP
Union Pacific Corp

Industrials
51
+ 3.19%
$221.78 - $256.09 $11.3K - $13.1K
1.65K $406K
CVS
Cvs Health Corp

Healthcare
477
+ 12.6%
$55.81 - $63.18 $26.6K - $30.1K
4.26K $267K
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 2.19%
$434.77 - $502.96 $18.7K - $21.6K
2.01K $981K
JNJ
Johnson & Johnson

Healthcare
76
+ 5.26%
$145.48 - $167.38 $11.1K - $12.7K
1.52K $246K
MRK
Merck & Co., Inc.

Healthcare
817
+ 13.35%
$111.15 - $128.97 $90.8K - $105K
6.94K $787K
XLK
Technology Sector Spdr

ETFs
149
+ 2.54%
$197.34 - $237.68 $29.4K - $35.4K
6.02K $1.36M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
734
+ 18.58%
$49.83 - $62.75 $36.6K - $46.1K
4.68K $269K
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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