Benchmark Financial Wealth Advisors, LLC Portfolio Holdings
Benchmark Financial Wealth Advisors, LLC
- $299 Million
- Q3 2024
Benchmark Financial Wealth Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $299 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 $40.8M, Vanguard Total Stock Market Et with a value of $33.3M, Schwab Strategic Tr Intl Eqty with a value of $31.5M, Ishares Core S&P Total U.S. St with a value of $23.1M, and Pacer Fds Tr Us Cash Cows 100 with a value of $14.2M.
Examining the 13F form we can see an increase of $29.6M in the current position value, from $270M to 299M.
Below you can find more details about Benchmark Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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