Benchmark Financial Wealth Advisors, LLC Portfolio Holdings

Benchmark Financial Wealth Advisors, LLC

  • $311 Million
  • Q4 2024

Benchmark Financial Wealth Advisors, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $311 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $45.6M, Vanguard Total Stock Market Et with a value of $33.1M, Schwab Strategic Tr Intl Eqty with a value of $28.6M, Ishares Core S&P Total U.S. St with a value of $23.5M, and Pacer Fds Tr Us Cash Cows 100 with a value of $15.3M.

Examining the 13F form we can see an increase of $11.6M in the current position value, from $299M to 311M.

Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $311 Million
ETFs: $252 Million
Technology: $28.2 Million
Consumer Cyclical: $8.65 Million
Financial Services: $6.16 Million
Communication Services: $5.31 Million
Healthcare: $4.04 Million
Consumer Defensive: $3.41 Million
Industrials: $2.21 Million
Other: $232,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$9.56 Million 3.07% of portfolio
38,165
Q4 2024 Added 2.62%
$281B
$8.68 Million 2.79% of portfolio
64,647
Q4 2024 Reduced 6.03%
$2.93T
$4.96 Million 1.6% of portfolio
11,774
Q4 2024 Added 1.47%
$2.03T
$4.39 Million 1.41% of portfolio
19,999
Q4 2024 Reduced 2.58%
$1.03T
$2.34 Million 0.75% of portfolio
12,337
Q4 2024 Added 0.35%
$1.41T
$2.07 Million 0.66% of portfolio
3,501
Q4 2024 Added 0.32%
$565B
$951,000 0.31% of portfolio
3,011
Q4 2024 Reduced 0.36%
$332B
$930,000 0.3% of portfolio
21,165
Q4 2024 Added 8.53%
$711B
$921,000 0.3% of portfolio
3,846
Q4 2024 Added 1.77%
$427B
$844,000 0.27% of portfolio
922
Q4 2024 Added 0.11%
$249B
$837,000 0.27% of portfolio
9,272
Q4 2024 Reduced 7.7%
$641B
$806,000 0.26% of portfolio
1,780
Q3 2024 Added 17.41%
$386B
$767,000 0.25% of portfolio
1,974
Q4 2024 Reduced 2.71%
$826B
$662,000 0.21% of portfolio
858
Q4 2024 Reduced 1.49%
$263B
$610,000 0.2% of portfolio
10,309
Q4 2024 Added 9.85%
$379B
$545,000 0.18% of portfolio
3,071
Q4 2024 Added 9.72%
$462B
$572,000 0.18% of portfolio
1,132
Q4 2024 Added 0.53%
$270B
$543,000 0.17% of portfolio
7,731
Q4 2024 Added 0.52%
$240B
$467,000 0.15% of portfolio
4,703
Q4 2024 Reduced 32.21%
$309B
$403,000 0.13% of portfolio
6,477
Q4 2024 Reduced 1.68%
$417B
$301,000 0.1% of portfolio
1,801
Q4 2024 Reduced 1.69%
$234B
$312,000 0.1% of portfolio
2,595
Q4 2024 Added 1.13%
$236B
$270,000 0.09% of portfolio
932
Q4 2024 Reduced 4.21%
$418B
$246,000 0.08% of portfolio
1,477
Q4 2024 Reduced 33.47%
$454B
$232,000 0.07% of portfolio
2,163
Q4 2024 Added 14.02%
$216B
$205,000 0.07% of portfolio
585
Q4 2024 Added 2.45%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $311 Million
  • Prior Value $299 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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