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
$266B
$636,000 0.24% of portfolio
7,250
Q1 2025 Reduced 21.81%
$331B
$632,000 0.24% of portfolio
3,017
Q1 2025 Reduced 1.76%
$0
$570,000 0.22% of portfolio
12,497
Q1 2025 Reduced 62.7%
$65B
$548,000 0.21% of portfolio
6,304
Q1 2025 Added 0.72%
$277B
$532,000 0.2% of portfolio
1,017
Q1 2025 Reduced 10.16%
$98B
$532,000 0.2% of portfolio
2,299
Q1 2025 Reduced 8.91%
$284B
$539,000 0.2% of portfolio
7,512
Q1 2025 Reduced 2.83%
$307B
$491,000 0.19% of portfolio
6,858
Q1 2025 Added 5.88%
$0
$483,000 0.18% of portfolio
2,182
Q1 2025 Added 49.97%
$1.03T
$468,000 0.18% of portfolio
3,001
Q1 2025 Added 0.5%
$182B
$466,000 0.18% of portfolio
10,286
Q1 2025 Added 19.11%
$130B
$476,000 0.18% of portfolio
18,795
Q1 2025 Added 19.85%
$0
$477,000 0.18% of portfolio
1,558
Q1 2025 New
$10.5B
$441,000 0.17% of portfolio
2,790
Q1 2025 Added 0.25%
$177B
$450,000 0.17% of portfolio
2,315
Q1 2025 Added 20.82%
$18.3B
$444,000 0.17% of portfolio
2,245
Q1 2025 Added 3.98%
$84.3B
$404,000 0.15% of portfolio
1,699
Q1 2025 Reduced 65.97%
$282B
$398,000 0.15% of portfolio
2,512
Q1 2025 Reduced 3.2%
$0
$375,000 0.14% of portfolio
5,375
Q1 2025 Reduced 7.04%
$43B
$368,000 0.14% of portfolio
8,053
Q1 2025 Reduced 5.55%
$136B
$353,000 0.13% of portfolio
1,495
Q1 2025 Reduced 1.77%
$99.5B
$341,000 0.13% of portfolio
968
Q1 2025 Added 19.21%
$107B
$349,000 0.13% of portfolio
1,214
Q4 2024 Reduced 3.19%
$87.8B
$314,000 0.12% of portfolio
735
Q1 2025 Reduced 25.53%
$0
$306,000 0.12% of portfolio
6,049
Q1 2025 Added 1.15%
$197B
$318,000 0.12% of portfolio
3,549
Q1 2025 Reduced 24.54%
$235B
$309,000 0.12% of portfolio
3,672
Q1 2025 Added 0.88%
$268B
$298,000 0.11% of portfolio
1,783
Q1 2025 New
$386B
$296,000 0.11% of portfolio
1,738
Q1 2025 Reduced 3.5%
$114B
$289,000 0.11% of portfolio
1,188
Q1 2025 Reduced 5.19%
$125B
$293,000 0.11% of portfolio
658
Q1 2025 Added 31.6%
$557B
$286,000 0.11% of portfolio
307
Q1 2025 New
$267B
$254,000 0.1% of portfolio
947
Q1 2025 New
$558B
$271,000 0.1% of portfolio
496
Q1 2025 New
$14.3B
$261,000 0.1% of portfolio
12,149
Q1 2025 Reduced 3.9%
$154B
$240,000 0.09% of portfolio
773
Q1 2025 Added 0.39%
$227B
$229,000 0.09% of portfolio
734
Q1 2025 Reduced 21.24%
$0
$230,000 0.09% of portfolio
1,334
Q1 2025 Reduced 13.38%
$199B
$230,000 0.09% of portfolio
740
Q1 2025 Added 26.5%
$0
$245,000 0.09% of portfolio
3,115
Q1 2024 Reduced 85.89%
$1.46B
$218,000 0.08% of portfolio
4,342
Q1 2025 Reduced 6.5%
$239B
$202,000 0.08% of portfolio
816
Q1 2025 New
$424B
$211,000 0.08% of portfolio
1,776
Q1 2025 Reduced 17.89%
$39.9B
$168,000 0.06% of portfolio
16,833
Q1 2025 Added 25.47%
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q1 2025 Added 33.62%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q1 2025 New

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
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