Benchmark Financial Wealth Advisors, LLC Sells 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
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