Benchmark Financial Wealth Advisors, LLC Reduced Holdings in Q3 2024

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-395
- 3.11%
$148.65 - $191.18 $58.7K - $75.5K
12.3K $2.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-527
- 2.5%
$161.02 - $200.0 $84.9K - $105K
20.5K $3.83M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-779
- 47.53%
$211.47 - $281.27 $165K - $219K
860 $211K
BAC
Bank Of America Corp

Financial Services
-3.93K
- 16.75%
$36.65 - $44.13 $144K - $173K
19.5K $774K
QCOM
Qualcomm Inc

Technology
-495
- 23.56%
$156.12 - $209.64 $77.3K - $104K
1.61K $273K
MAR
Marriott International Inc

Consumer Cyclical
-692
- 11.05%
$211.35 - $255.11 $146K - $177K
5.57K $1.38M
FPAY
Flex Shopper, Inc.

Industrials
-34K
- 15.18%
$1.0 - $1.27 $34K - $43.2K
190K $195K
V
Visa Inc.

Financial Services
-357
- 10.57%
$253.74 - $291.56 $90.6K - $104K
3.02K $830K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.5K
- 7.47%
$56.47 - $63.69 $254K - $286K
55.7K $3.51M
VTV
Vanguard Value ETF

ETFs
-242
- 13.65%
$159.75 - $174.57 $38.7K - $42.2K
1.53K $267K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.38K
- 8.53%
$86.85 - $95.74 $120K - $132K
14.8K $1.42M
XOM
Exxon Mobil Corp

Energy
-48
- 2.47%
$109.72 - $119.0 $5.27K - $5.71K
1.9K $222K
AMGN
Amgen Inc

Healthcare
-35
- 2.92%
$309.38 - $337.38 $10.8K - $11.8K
1.16K $374K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-213
- 7.72%
$87.56 - $95.49 $18.7K - $20.3K
2.55K $243K
DHR
Danaher Corp

Healthcare
-55
- 6.65%
$239.25 - $280.76 $13.2K - $15.4K
772 $214K
GLD
Spdr Gold Trust

ETFs
-115
- 8.4%
$215.56 - $246.98 $24.8K - $28.4K
1.25K $304K
PFE
Pfizer Inc

Healthcare
-155
- 1.01%
$27.7 - $31.39 $4.29K - $4.87K
15.2K $441K
IXUS
Ishares Tr

ETFs
-252
- 3.68%
$64.9 - $73.35 $16.4K - $18.5K
6.6K $479K
PM
Philip Morris International Inc.

Consumer Defensive
-134
- 4.96%
$101.25 - $127.45 $13.6K - $17.1K
2.57K $311K
MCD
Mcdonalds Corp

Consumer Cyclical
-10
- 1.02%
$245.82 - $304.51 $2.46K - $3.05K
973 $296K
CSCO
Cisco Systems, Inc.

Technology
-5
- 0.05%
$44.74 - $53.22 $224 - $266
9.39K $499K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.43K
- 3.4%
$57.32 - $62.65 $139K - $152K
69K $4.3M
IWM
Ishares Russell 2000 ETF

ETFs
-263
- 1.0%
$200.87 - $224.6 $52.8K - $59.1K
26K $5.75M
VO
Vanguard Mid Cap ETF

ETFs
-298
- 1.12%
$237.84 - $263.83 $70.9K - $78.6K
26.3K $6.93M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.39K
- 2.85%
$113.41 - $125.62 $611K - $677K
184K $23.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-861
- 0.88%
$105.53 - $118.34 $90.9K - $102K
97.5K $11.4M
VTI
Vanguard Total Stock Market Et

ETFs
-1.84K
- 1.54%
$255.18 - $283.2 $470K - $521K
118K $33.3M
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
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