Benchmark Financial Wealth Advisors, LLC Sells in Q1 2025

Benchmark Financial Wealth Advisors, LLC

  • $264 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-19.2K
- 24.67%
$551.42 - $612.93 $10.6M - $11.8M
58.6K $32.8M
VTI
Vanguard Total Stock Market Et

ETFs
-21.1K
- 18.51%
$271.18 - $303.12 $5.73M - $6.41M
93K $25.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-51.4K
- 28.2%
$120.29 - $134.6 $6.19M - $6.92M
131K $16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-354K
- 22.86%
$18.36 - $20.51 $6.5M - $7.26M
1.19M $23.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
-14.3K
- 23.71%
$210.19 - $243.33 $3.01M - $3.48M
46K $9.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21.5K
- 22.76%
$102.49 - $119.96 $2.21M - $2.58M
73.1K $7.64M
AAPL
Apple Inc.

Technology
-9.66K
- 25.31%
$209.68 - $247.1 $2.03M - $2.39M
28.5K $6.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-47K
- 17.4%
$53.6 - $58.97 $2.52M - $2.77M
223K $12.2M
NVDA
Nvidia Corp

Technology
-9.54K
- 14.76%
$106.98 - $149.43 $1.02M - $1.43M
55.1K $5.97M
VO
Vanguard Mid Cap ETF

ETFs
-8.84K
- 32.86%
$251.87 - $277.95 $2.23M - $2.46M
18.1K $4.67M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-50.4K
- 15.65%
$27.01 - $28.54 $1.36M - $1.44M
272K $7.59M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-11.4K
- 16.06%
$61.55 - $71.27 $704K - $815K
59.7K $3.74M
MAR
Marriott International Inc

Consumer Cyclical
-3.29K
- 65.97%
$237.01 - $304.45 $781K - $1M
1.7K $404K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-21K
- 62.7%
$44.41 - $45.98 $933K - $966K
12.5K $570K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.3K
- 16.54%
$57.21 - $65.8 $646K - $743K
57K $3.33M
MSFT
Microsoft Corp

Technology
-845
- 7.18%
$375.39 - $447.2 $317K - $378K
10.9K $4.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.15K
- 5.74%
$190.26 - $242.06 $218K - $278K
18.9K $3.59M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-923
- 10.94%
$522.96 - $601.18 $483K - $555K
7.51K $4.01M
XLK
Technology Sector Spdr

ETFs
-1.63K
- 28.67%
$206.38 - $242.18 $337K - $395K
4.06K $837K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.14K
- 20.12%
$126.86 - $146.45 $271K - $313K
8.5K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
-9.19K
- 30.94%
$47.4 - $52.99 $436K - $487K
20.5K $1.04M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-520
- 24.09%
$468.34 - $539.52 $244K - $281K
1.64K $768K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-401
- 9.48%
$360.07 - $417.26 $144K - $167K
3.83K $1.38M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-1.98K
- 13.63%
$91.45 - $100.11 $181K - $199K
12.6K $1.18M
WMT
Walmart Inc.

Consumer Defensive
-2.02K
- 21.81%
$84.5 - $105.05 $171K - $212K
7.25K $636K
MRK
Merck & Co., Inc.

Healthcare
-1.15K
- 24.54%
$83.01 - $101.02 $95.8K - $117K
3.55K $318K
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.19K
- 9.08%
$56.51 - $62.98 $293K - $327K
51.9K $3.15M
BAC
Bank Of America Corp

Financial Services
-1.89K
- 8.93%
$39.61 - $47.74 $74.8K - $90.2K
19.3K $804K
RACE
Ferrari N.V.

Consumer Cyclical
-252
- 25.53%
$413.73 - $508.15 $104K - $128K
735 $314K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-302
- 6.5%
$47.79 - $59.89 $14.4K - $18.1K
4.34K $218K
HD
Home Depot, Inc.

Consumer Cyclical
-44
- 2.23%
$347.25 - $424.87 $15.3K - $18.7K
1.93K $707K
MCD
Mcdonalds Corp

Consumer Cyclical
-198
- 21.24%
$279.74 - $321.29 $55.4K - $63.6K
734 $229K
UNH
Unitedhealth Group Inc

Healthcare
-115
- 10.16%
$461.52 - $548.18 $53.1K - $63K
1.02K $532K
GLW
Corning Inc

Technology
-473
- 5.55%
$44.91 - $54.25 $21.2K - $25.7K
8.05K $368K
VTV
Vanguard Value ETF

ETFs
-206
- 13.38%
$167.73 - $179.21 $34.6K - $36.9K
1.33K $230K
XOM
Exxon Mobil Corp

Energy
-387
- 17.89%
$105.44 - $118.93 $40.8K - $46K
1.78K $211K
NLOK
Norton Life Lock Inc.

Technology
-493
- 3.9%
N/A
12.1K $261K
IXUS
Ishares Tr

ETFs
-407
- 7.04%
$65.06 - $72.31 $26.5K - $29.4K
5.38K $375K
PG
Procter & Gamble CO

Consumer Defensive
-63
- 3.5%
$158.56 - $176.26 $9.99K - $11.1K
1.74K $296K
WFC
Wells Fargo & Company

Financial Services
-219
- 2.83%
$66.78 - $81.42 $14.6K - $17.8K
7.51K $539K
UNP
Union Pacific Corp

Industrials
-27
- 1.77%
$225.21 - $254.42 $6.08K - $6.87K
1.5K $353K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-65
- 5.19%
$208.48 - $244.03 $13.6K - $15.9K
1.19K $289K
WM
Waste Management Inc

Industrials
-225
- 8.91%
$200.54 - $233.78 $45.1K - $52.6K
2.3K $532K
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.54%
$890.62 - $1076.86 $4.45K - $5.38K
917 $867K
LVHI
Franklin International Low Vol

ETFs
-2.7K
- 2.99%
$30.53 - $32.85 $82.5K - $88.7K
87.8K $2.84M
PM
Philip Morris International Inc.

Consumer Defensive
-83
- 3.2%
$117.15 - $158.79 $9.72K - $13.2K
2.51K $398K
ABBV
Abb Vie Inc.

Healthcare
-54
- 1.76%
$169.2 - $216.66 $9.14K - $11.7K
3.02K $632K
Activity Summary
Buys All Purchases 48 New Holdings 11 Increased Positions 37 Sells All Sells 48 Reductions 48 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