Benchmark Financial Wealth Advisors, LLC Portfolio Holdings

Benchmark Financial Wealth Advisors, LLC

  • $264 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.8 Million 12.43% of portfolio
58,563
Q1 2025 Reduced 24.67%
$0
$25.6 Million 9.7% of portfolio
93,044
Q1 2025 Reduced 18.51%
$0
$23.6 Million 8.96% of portfolio
1,194,019
Q1 2025 Reduced 22.86%
$0
$16 Million 6.06% of portfolio
131,004
Q1 2025 Reduced 28.2%
$0
$15.7 Million 5.96% of portfolio
340,350
Q1 2025 New
$0
$12.2 Million 4.64% of portfolio
223,174
Q1 2025 Reduced 17.4%
$0
$9.71 Million 3.68% of portfolio
46,048
Q1 2025 Reduced 23.71%
$0
$7.72 Million 2.93% of portfolio
154,947
Q1 2025 Added 834.82%
$0
$7.64 Million 2.9% of portfolio
73,075
Q1 2025 Reduced 22.76%
$0
$7.59 Million 2.88% of portfolio
271,598
Q1 2025 Reduced 15.65%
$3.22T
$6.33 Million 2.4% of portfolio
28,505
Q1 2025 Reduced 25.31%
$349B
$5.97 Million 2.27% of portfolio
55,108
Q1 2025 Reduced 14.76%
$0
$5.26 Million 2.0% of portfolio
30,366
Q1 2025 Added 0.25%
$0
$4.67 Million 1.77% of portfolio
18,052
Q1 2025 Reduced 32.86%
$0
$4.56 Million 1.73% of portfolio
8,112
Q1 2025 Added 58.04%
$0
$4.22 Million 1.6% of portfolio
21,138
Q1 2025 Reduced 18.13%
$0
$4.01 Million 1.52% of portfolio
7,514
Q1 2025 Reduced 10.94%
$0
$3.83 Million 1.45% of portfolio
74,277
Q1 2025 Added 1.94%
$0
$3.74 Million 1.42% of portfolio
59,735
Q1 2025 Reduced 16.06%
$2.12T
$3.59 Million 1.36% of portfolio
18,852
Q1 2025 Reduced 5.74%
$0
$3.33 Million 1.26% of portfolio
56,989
Q1 2025 Reduced 16.54%
$0
$3.15 Million 1.19% of portfolio
51,915
Q1 2025 Reduced 9.08%
$0
$2.84 Million 1.08% of portfolio
87,750
Q1 2025 Reduced 2.99%
$1.5T
$2.09 Million 0.79% of portfolio
3,623
Q1 2025 Added 3.48%
$993B
$1.94 Million 0.74% of portfolio
12,562
Q1 2025 Added 1.82%
$0
$1.63 Million 0.62% of portfolio
28,611
Q1 2025 New
$0
$1.38 Million 0.52% of portfolio
3,831
Q1 2025 Reduced 9.48%
$0
$1.38 Million 0.52% of portfolio
24,088
Q1 2025 Added 9.34%
$102B
$1.38 Million 0.52% of portfolio
22,566
Q1 2025 Added 8.79%
$0
$1.18 Million 0.45% of portfolio
12,576
Q1 2025 Reduced 13.63%
$0
$1.15 Million 0.44% of portfolio
2,237
Q1 2025 Added 27.17%
$0
$1.15 Million 0.44% of portfolio
24,733
Q1 2025 New
$105B
$1.14 Million 0.43% of portfolio
6,788
Q1 2025 Added 6.21%
$0
$1.08 Million 0.41% of portfolio
8,496
Q1 2025 Reduced 20.12%
$600B
$1.09 Million 0.41% of portfolio
3,106
Q1 2025 Added 3.16%
$0
$1.05 Million 0.4% of portfolio
28,681
Q1 2025 Added 140.63%
$97.7B
$1.06 Million 0.4% of portfolio
7,561
Q1 2025 Added 1.0%
$0
$1.04 Million 0.4% of portfolio
20,511
Q1 2025 Reduced 30.94%
$768B
$1.02 Million 0.39% of portfolio
4,138
Q1 2025 Added 7.59%
$648B
$1.03 Million 0.39% of portfolio
1,926
Q1 2025 Added 8.2%
$106B
$891,000 0.34% of portfolio
14,850
Q1 2025 Added 8.6%
$447B
$867,000 0.33% of portfolio
917
Q1 2025 Reduced 0.54%
$0
$837,000 0.32% of portfolio
4,058
Q1 2025 Reduced 28.67%
$356B
$804,000 0.31% of portfolio
19,276
Q1 2025 Reduced 8.93%
$0
$768,000 0.29% of portfolio
1,639
Q1 2025 Reduced 24.09%
$0
$728,000 0.28% of portfolio
3,871
Q1 2025 Added 0.23%
$728B
$730,000 0.28% of portfolio
885
Q1 2025 Added 3.15%
$265B
$733,000 0.28% of portfolio
11,894
Q1 2025 Added 15.37%
$378B
$707,000 0.27% of portfolio
1,930
Q1 2025 Reduced 2.23%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $264 Million
  • Prior Value $311 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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