Benchmark Financial Wealth Advisors, LLC Portfolio Holdings by Sector
Benchmark Financial Wealth Advisors, LLC
- $264 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY SCHF ITOT DBND COWZ IWY XLF IJR 38 stocks |
$187,896
71.57% of portfolio
|
13
|
23
|
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$25,572
9.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN 3 stocks |
$7,558
2.88% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,331
2.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PLTR NLOK 4 stocks |
$5,013
1.91% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$4,498
1.71% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
BMY LLY ABBV PFE MRK AMGN 6 stocks |
$3,772
1.44% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,586
1.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$2,358
0.9% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$1,573
0.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,503
0.57% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$1,359
0.52% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$1,289
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$1,056
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$733
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$707
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$532
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$532
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$509
0.19% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$491
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE F 2 stocks |
$482
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$466
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG 2 stocks |
$447
0.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG 1 stocks |
$444
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM 1 stocks |
$441
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$432
0.16% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$425
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$404
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$368
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$353
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$296
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$293
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$289
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$286
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$254
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|