Benchmark Wealth Management, LLC Portfolio Holdings

Benchmark Wealth Management, LLC

  • $203 Million
  • Q4 2024

Benchmark Wealth Management, LLC has filed its 13F form on January 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $203 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $39.2M, Vanguard Bd Index Fd Inc Total with a value of $25.4M, Vanguard Index Fds S&P 500 ETF with a value of $20.4M, Vanguard Value ETF with a value of $20.3M, and Vanguard Whitehall Fds (Vangua with a value of $17.3M.

Examining the 13F form we can see an increase of $768K in the current position value, from $202M to 203M.

Below you can find more details about Benchmark Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $203 Million
ETFs: $196 Million
Industrials: $2.48 Million
Financial Services: $1.44 Million
Technology: $823,000
Healthcare: $760,000
Energy: $623,000
Consumer Defensive: $606,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$39.2 Million 19.32% of portfolio
95,393
Q4 2024 Reduced 2.06%
$0
$25.4 Million 12.51% of portfolio
352,642
Q4 2024 Added 2.06%
$0
$20.4 Million 10.06% of portfolio
37,851
Q4 2024 Added 0.12%
$0
$20.3 Million 9.99% of portfolio
119,642
Q4 2024 Reduced 0.88%
$0
$17.3 Million 8.54% of portfolio
135,692
Q4 2024 Reduced 0.87%
$0
$8.83 Million 4.35% of portfolio
36,732
Q4 2024 Reduced 0.88%
$0
$7.48 Million 3.69% of portfolio
130,372
Q4 2024 Added 4.94%
$0
$6.5 Million 3.21% of portfolio
238,090
Q4 2024 Added 200.25%
$0
$6.04 Million 2.98% of portfolio
33,178
Q4 2024 Added 0.05%
$0
$5.67 Million 2.8% of portfolio
21,465
Q4 2024 Added 0.23%
$0
$5.41 Million 2.67% of portfolio
66,701
Q4 2024 Added 0.02%
$0
$4.92 Million 2.43% of portfolio
98,152
Q4 2024 Reduced 0.98%
$0
$4.53 Million 2.24% of portfolio
199,659
Q4 2024 Added 226.55%
$0
$4.22 Million 2.08% of portfolio
55,481
Q4 2024 Reduced 0.21%
$0
$2.94 Million 1.45% of portfolio
29,343
Q4 2024 Added 46.76%
$0
$2.4 Million 1.18% of portfolio
30,754
Q4 2024 Added 0.63%
$140B
$1.31 Million 0.65% of portfolio
3,100
Q4 2019 New
$0
$1.33 Million 0.65% of portfolio
4,575
Q4 2024 Added 3.84%
$610B
$1.24 Million 0.61% of portfolio
2,735
Q4 2024 Reduced 4.5%
$0
$1.14 Million 0.56% of portfolio
9,727
Q4 2024 Reduced 0.62%
$0
$1.04 Million 0.52% of portfolio
17,946
Q4 2024 Reduced 0.7%
$0
$885,000 0.44% of portfolio
9,137
Q4 2024 Added 22.64%
$0
$803,000 0.4% of portfolio
31,120
Q4 2024 Added 97.94%
$0
$790,000 0.39% of portfolio
16,115
Q4 2024 Added 3.31%
$0
$744,000 0.37% of portfolio
9,157
Q4 2024 Added 2.07%
$0
$751,000 0.37% of portfolio
5,686
Q4 2023 Reduced 3.4%
$0
$728,000 0.36% of portfolio
7,055
Q4 2024 Reduced 9.66%
$0
$688,000 0.34% of portfolio
6,568
Q4 2024 Reduced 4.91%
$210B
$647,000 0.32% of portfolio
1,786
Q4 2024 Added 0.06%
$465B
$623,000 0.31% of portfolio
5,798
Q4 2023 Reduced 0.82%
$0
$539,000 0.27% of portfolio
11,627
Q4 2024 Added 4.01%
$0
$524,000 0.26% of portfolio
9,278
Q4 2024 Reduced 0.5%
$0
$514,000 0.25% of portfolio
10,766
Q4 2024 Added 0.05%
$150B
$446,000 0.22% of portfolio
16,838
Q4 2024 Reduced 2.0%
$3.19T
$421,000 0.21% of portfolio
999
Q4 2024 Reduced 2.44%
$351B
$402,000 0.2% of portfolio
3,000
Q2 2024 Added 900.0%
$0
$363,000 0.18% of portfolio
1,832
Q4 2024 Added 0.27%
$0
$340,000 0.17% of portfolio
13,440
Q4 2024 Added 2.94%
$42.7B
$322,000 0.16% of portfolio
2,458
Q3 2022 Reduced 7.52%
$0
$321,000 0.16% of portfolio
4,006
Q3 2023 New
$105B
$294,000 0.15% of portfolio
1,665
Q4 2020 Reduced 5.67%
$387B
$314,000 0.15% of portfolio
2,177
Q3 2024 Reduced 19.85%
$0
$296,000 0.15% of portfolio
1,830
Q3 2022 Added 0.99%
$0
$297,000 0.15% of portfolio
2,818
Q4 2024 Added 1.44%
$0
$291,000 0.14% of portfolio
4,949
Q3 2023 Added 7.77%
$205B
$284,000 0.14% of portfolio
1,871
Q3 2023 Reduced 3.11%
$0
$217,000 0.11% of portfolio
6,211
Q4 2022 New
$0
$218,000 0.11% of portfolio
2,398
Q1 2024 New
$81.2B
$225,000 0.11% of portfolio
1,750
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $203 Million
  • Prior Value $202 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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