Benchmark Wealth Management, LLC Portfolio Holdings

Benchmark Wealth Management, LLC

  • $202 Million
  • Q3 2024

Benchmark Wealth Management, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Million distributed in 54 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $37.4M, Vanguard Bd Index Fd Inc Total with a value of $26M, Vanguard Value ETF with a value of $21.1M, Vanguard Index Fds S&P 500 ETF with a value of $19.9M, and Vanguard Whitehall Fds (Vangua with a value of $17.5M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $188M to 202M.

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

Portfolio value $202 Million
ETFs: $194 Million
Industrials: $2.48 Million
Financial Services: $1.52 Million
Healthcare: $1.05 Million
Consumer Defensive: $871,000
Technology: $804,000
Energy: $679,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$202,000 0.1% of portfolio
12,910
Q3 2024 Reduced 5.48%

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $202 Million
  • Prior Value $188 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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