Benchmark Financial Wealth Advisors, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $264 Million distributed in 98 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 $32.8M, Vanguard Total Stock Market Et with a value of $25.6M, Schwab Strategic Tr Intl Eqty with a value of $23.6M, Ishares Core S&P Total U.S. St with a value of $16M, and Doubleline ETF Tr Opportunisti with a value of $15.7M.
Examining the 13F form we can see an decrease of $47.4M in the current position value, from $311M to 264M.
Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
ETFs: $213 Million
Technology: $21.1 Million
Financial Services: $6.64 Million
Consumer Cyclical: $6.51 Million
Communication Services: $5.25 Million
Healthcare: $4.3 Million
Consumer Defensive: $3.58 Million
Industrials: $1.18 Million
Other: $509,000
Stock Holdings Table Market Cap. of $200 Billions or more
