Benchmark Wealth Management, LLC Portfolio Holdings by Sector
Benchmark Wealth Management, LLC
- $202 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG BND VTV VOO VYM VB VEU SCHD 38 stocks |
$193,233
95.71% of portfolio
|
  20  
|
  12  
|
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1,991
0.99% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1,318
0.65% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,247
0.62% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
PFE JNJ ABBV 3 stocks |
$1,050
0.52% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$679
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
KMB PG 2 stocks |
$553
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$440
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$364
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$318
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$253
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$239
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
RVT 1 stocks |
$202
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|