Benchmark Wealth Management, LLC Portfolio Holdings
Benchmark Wealth Management, LLC
- $183 Million
- Q1 2024
Benchmark Wealth Management, LLC has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $183 Million distributed in 49 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $34.9M, Vanguard Whitehall Fds (Vangua with a value of $30.4M, Vanguard Bd Index Fd Inc Total with a value of $23.1M, Vanguard Index Fds S&P 500 ETF with a value of $16.7M, and Vanguard Small Cap ETF with a value of $8.25M.
Examining the 13F form we can see an increase of $14.3M in the current position value, from $169M to 183M.
Below you can find more details about Benchmark Wealth Management, 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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