Benchmark Financial Wealth Advisors, LLC Incresed Positions in Q2 2025

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11.4K
+ 511.18%
$456.74 - $568.03 $5.22M - $6.5M
13.7K $7.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.5K
+ 4.9%
$17.76 - $22.1 $1.04M - $1.29M
1.25M $27.7M
NVDA
Nvidia Corp

Technology
5
+ 0.01%
$94.31 - $157.99 $472 - $790
55.1K $8.71M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.29K
+ 200.55%
$416.06 - $551.64 $1.37M - $1.81M
4.93K $2.72M
DBND
Doubleline ETF Tr Opportunisti

ETFs
27.4K
+ 8.04%
$45.18 - $46.32 $1.24M - $1.27M
368K $17M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
11.3K
+ 18.9%
$54.81 - $67.78 $619K - $765K
71K $4.81M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.74K
+ 111.55%
$272.36 - $339.57 $473K - $590K
3.3K $1.12M
META
Meta Platforms, Inc.

Communication Services
40
+ 1.1%
$484.66 - $738.09 $19.4K - $29.5K
3.66K $2.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
7.91K
+ 3.54%
$47.46 - $55.3 $375K - $437K
231K $12.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.33K
+ 1.82%
$90.56 - $109.49 $120K - $146K
74.4K $8.13M
XLF
Financial Sector Spdr

ETFs
808
+ 0.52%
$43.92 - $52.37 $35.5K - $42.3K
156K $8.16M
QDPL
Pacer Fds Tr Metaurus Us Large
8.84K
+ 30.83%
$32.46 - $39.77 $287K - $352K
37.5K $1.48M
IWM
Ishares Russell 2000 ETF

ETFs
409
+ 1.93%
$174.82 - $215.79 $71.5K - $88.3K
21.5K $4.65M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.69K
+ 11.7%
$50.34 - $51.86 $437K - $451K
83K $4.26M
NFLX
Netflix Inc

Communication Services
188
+ 61.24%
$855.86 - $1339.13 $161K - $252K
495 $662K
VEU
Vanguard Ftse All World Ex Us

ETFs
150
+ 0.29%
$54.19 - $67.22 $8.13K - $10.1K
52.1K $3.5M
GOOGL
Alphabet Inc.

Communication Services
31
+ 0.25%
$144.7 - $178.6 $4.49K - $5.54K
12.6K $2.22M
LVHI
Franklin International Low Vol

ETFs
7.61K
+ 8.67%
$28.91 - $33.28 $220K - $253K
95.4K $3.1M
VEA
Vanguard Ftse Developed Market

ETFs
2.17K
+ 10.59%
$45.65 - $57.01 $99.2K - $124K
22.7K $1.29M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
332
+ 0.58%
$51.16 - $62.02 $17K - $20.6K
57.3K $3.56M
BAC
Bank Of America Corp

Financial Services
2.16K
+ 11.23%
$34.39 - $47.46 $74.4K - $103K
21.4K $1.01M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7
+ 0.08%
$113.67 - $150.4 $796 - $1.05K
8.5K $1.28M
XLK
Technology Sector Spdr

ETFs
13
+ 0.32%
$179.73 - $253.23 $2.34K - $3.29K
4.07K $1.03M
WFC
Wells Fargo & Company

Financial Services
1.32K
+ 17.56%
$60.98 - $80.12 $80.4K - $106K
8.83K $707K
WMT
Walmart Inc.

Consumer Defensive
274
+ 3.78%
$81.79 - $99.98 $22.4K - $27.4K
7.52K $735K
GOOG
Alphabet Inc.

Communication Services
192
+ 6.4%
$146.58 - $180.01 $28.1K - $34.6K
3.19K $566K
BX
Blackstone Inc.

Financial Services
46
+ 0.61%
$120.07 - $151.11 $5.52K - $6.95K
7.61K $1.14M
PM
Philip Morris International Inc.

Consumer Defensive
54
+ 2.15%
$149.23 - $184.95 $8.06K - $9.99K
2.57K $467K
MAR
Marriott International Inc

Consumer Cyclical
22
+ 1.29%
$211.12 - $274.14 $4.64K - $6.03K
1.72K $470K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 2.4%
$908.13 - $1056.85 $20K - $23.3K
939 $929K
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
VZ
Verizon Communications Inc

Communication Services
969
+ 9.42%
$41.67 - $45.62 $40.4K - $44.2K
11.3K $487K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
442
+ 3.54%
$44.68 - $45.96 $19.7K - $20.3K
12.9K $591K
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
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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