Benchmark Financial Wealth Advisors, LLC Reduced Holdings in Q2 2025

Benchmark Financial Wealth Advisors, LLC

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-12.2K
- 4.51%
$24.32 - $27.87 $298K - $341K
259K $6.87M
AAPL
Apple Inc.

Technology
-445
- 1.56%
$172.42 - $223.89 $76.7K - $99.6K
28.1K $5.76M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.06K
- 13.12%
$498.8 - $620.9 $531K - $661K
7.05K $4.38M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-685
- 9.12%
$468.22 - $566.51 $321K - $388K
6.83K $3.87M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.18K
- 9.04%
$51.14 - $57.0 $111K - $124K
21.9K $1.25M
TXN
Texas Instruments Inc

Technology
-602
- 26.0%
N/A
1.71K $333K
HD
Home Depot, Inc.

Consumer Cyclical
-304
- 15.75%
$335.24 - $380.78 $102K - $116K
1.63K $596K
CVX
Chevron Corp

Energy
-57
- 3.2%
$133.73 - $168.51 $7.62K - $9.61K
1.73K $247K
PG
Procter & Gamble CO

Consumer Defensive
-135
- 7.77%
$157.66 - $172.39 $21.3K - $23.3K
1.6K $255K
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.42%
$73.47 - $87.12 $1.1K - $1.31K
3.53K $279K
PFE
Pfizer Inc

Healthcare
-266
- 1.42%
$21.59 - $24.84 $5.74K - $6.61K
18.5K $449K
CSCO
Cisco Systems, Inc.

Technology
-1.59K
- 13.34%
$53.19 - $69.38 $84.4K - $110K
10.3K $715K
ACN
Accenture PLC

Technology
-19
- 2.57%
$279.23 - $323.21 $5.31K - $6.14K
721 $215K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-512
- 11.79%
$45.98 - $56.15 $23.5K - $28.7K
3.83K $215K
VB
Vanguard Small Cap ETF

ETFs
-149
- 6.83%
$193.73 - $237.37 $28.9K - $35.4K
2.03K $481K
Blackrock Inc
-17
- 6.91%
N/A
229 $0
VTV
Vanguard Value ETF

ETFs
-5
- 0.37%
$153.67 - $176.74 $768 - $884
1.33K $234K
IWD
Ishares Russell 1000 Val ETF

ETFs
-49
- 1.27%
$166.82 - $194.23 $8.17K - $9.52K
3.82K $742K
CRWD
Crowd Strike Holdings, Inc.

Technology
-215
- 22.21%
$321.63 - $509.31 $69.2K - $110K
753 $383K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-58
- 0.46%
$82.93 - $99.12 $4.81K - $5.75K
12.5K $1.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-5.34K
- 9.11%
$496.48 - $617.85 $2.65M - $3.3M
53.2K $32.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-143
- 3.73%
$320.42 - $424.58 $45.8K - $60.7K
3.69K $1.57M
PLTR
Palantir Technologies Inc.

Technology
-13
- 0.35%
$74.01 - $144.25 $962 - $1.88K
3.66K $498K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3
- 0.01%
$152.93 - $181.74 $459 - $545
30.4K $5.52M
VO
Vanguard Mid Cap ETF

ETFs
-401
- 2.22%
$228.54 - $279.83 $91.6K - $112K
17.7K $4.94M
AMZN
Amazon Com Inc

Consumer Cyclical
-153
- 0.81%
$167.32 - $223.3 $25.6K - $34.2K
18.7K $4.1M
AVGO
Broadcom Inc.

Technology
-429
- 6.32%
$146.29 - $275.65 $62.8K - $118K
6.36K $1.75M
IWY
Ishares Tr Russell 200 Growth

ETFs
-3.87K
- 8.4%
$187.5 - $246.51 $725K - $954K
42.2K $10.4M
MSFT
Microsoft Corp

Technology
-479
- 4.38%
$354.56 - $497.45 $170K - $238K
10.5K $5.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.38K
- 1.82%
$108.12 - $135.04 $258K - $322K
129K $17.4M
VTI
Vanguard Total Stock Market Et

ETFs
-1.93K
- 2.07%
$243.75 - $303.93 $470K - $586K
91.1K $27.7M
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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