Benchmark Financial Wealth Advisors, LLC Reduced Holdings in Q3 2025

Benchmark Financial Wealth Advisors, LLC

  • $329 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-134K
- 10.68%
$21.69 - $23.34 $2.9M - $3.12M
1.12M $26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.03K
- 14.87%
$567.77 - $614.76 $1.15M - $1.25M
11.6K $7.13M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.7K
- 8.83%
$617.65 - $666.84 $2.9M - $3.13M
48.5K $32.3M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-10.7K
- 12.93%
$50.9 - $52.37 $546K - $562K
72.2K $3.78M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.27K
- 10.34%
$55.61 - $57.37 $126K - $130K
19.6K $1.12M
COST
Costco Wholesale Corp

Consumer Defensive
-11
- 1.17%
$915.95 - $994.57 $10.1K - $10.9K
928 $858K
BMY
Bristol Myers Squibb CO

Healthcare
-756
- 3.09%
$43.31 - $48.98 $32.7K - $37K
23.7K $1.07M
PM
Philip Morris International Inc.

Consumer Defensive
-4
- 0.16%
$157.77 - $183.27 $631 - $733
2.56K $415K
LLY
Eli Lilly & CO

Healthcare
-38
- 4.17%
$625.65 - $812.69 $23.8K - $30.9K
874 $666K
META
Meta Platforms, Inc.

Communication Services
-33
- 0.9%
$695.21 - $791.73 $22.9K - $26.1K
3.63K $2.67M
PG
Procter & Gamble CO

Consumer Defensive
-147
- 9.17%
$150.47 - $161.22 $22.1K - $23.7K
1.46K $223K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-47
- 3.86%
$196.15 - $217.83 $9.22K - $10.2K
1.17K $236K
VZ
Verizon Communications Inc

Communication Services
-583
- 5.18%
$40.84 - $45.06 $23.8K - $26.3K
10.7K $469K
AMGN
Amgen Inc

Healthcare
-50
- 5.52%
$271.18 - $309.22 $13.6K - $15.5K
855 $241K
TXN
Texas Instruments Inc

Technology
-45
- 2.63%
N/A
1.67K $324K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-292
- 3.08%
$101.12 - $106.18 $29.5K - $31K
9.18K $945K
UNP
Union Pacific Corp

Industrials
-65
- 4.23%
$214.91 - $237.16 $14K - $15.4K
1.47K $347K
LMT
Lockheed Martin Corp

Industrials
-54
- 7.51%
$410.74 - $499.21 $22.2K - $27K
665 $331K
XOM
Exxon Mobil Corp

Energy
-10
- 0.53%
$105.83 - $117.22 $1.06K - $1.17K
1.89K $212K
PLTR
Palantir Technologies Inc.

Technology
-776
- 21.21%
$130.68 - $186.97 $101K - $145K
2.88K $525K
WFC
Wells Fargo & Company

Financial Services
-8
- 0.09%
$77.05 - $85.16 $616 - $681
8.82K $739K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.09K
- 3.59%
$181.56 - $190.33 $198K - $207K
29.3K $5.55M
GS
Goldman Sachs Group Inc

Financial Services
-24
- 3.79%
$696.56 - $806.32 $16.7K - $19.4K
609 $484K
GRMN
Garmin LTD

Technology
-117
- 5.93%
$211.13 - $246.22 $24.7K - $28.8K
1.86K $456K
XLK
Technology Sector Spdr

ETFs
-214
- 5.26%
$250.97 - $282.66 $53.7K - $60.5K
3.86K $1.09M
WSM
Williams Sonoma Inc

Consumer Cyclical
-131
- 4.68%
$163.62 - $210.2 $21.4K - $27.5K
2.67K $521K
PKG
Packaging Corp Of America

Consumer Cyclical
-9
- 0.39%
$191.41 - $220.25 $1.72K - $1.98K
2.3K $500K
ABBV
Abb Vie Inc.

Healthcare
-89
- 2.76%
$184.85 - $231.54 $16.5K - $20.6K
3.14K $726K
JPM
Jpmorgan Chase & CO

Financial Services
-4
- 0.08%
$282.78 - $316.06 $1.13K - $1.26K
5.11K $1.61M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.16%
$420.11 - $472.68 $2.52K - $2.84K
3.68K $1.72M
KBE
Spdr S&P Bank ETF

ETFs
-266
- 0.52%
$55.26 - $61.99 $14.7K - $16.5K
51.2K $3.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-69
- 0.12%
$62.09 - $66.51 $4.28K - $4.59K
57.3K $3.74M
VO
Vanguard Mid Cap ETF

ETFs
-193
- 1.09%
$279.83 - $293.74 $54K - $56.7K
17.5K $5.13M
IWM
Ishares Russell 2000 ETF

ETFs
-421
- 1.95%
$214.92 - $244.84 $90.5K - $103K
21.1K $5.11M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-4K
- 3.11%
$135.0 - $146.02 $539K - $583K
125K $18.2M
VTI
Vanguard Total Stock Market Et

ETFs
-3.25K
- 3.56%
$303.93 - $329.86 $987K - $1.07M
87.9K $28.8M
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
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email