BF

Benchmark Financial Wealth Advisors, LLC

13F
Benchmark Financial Wealth Advisors, LLC
Last update 2024-07-23 90 Stocks (2 new)
Value $270.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(12.91%)VTI(11.84%)SCHF(10.42%)ITOT(8.32%)COWZ(4.58%)
Portfolio Report
Summary Stock Picks Current Portfolio
Benchmark Financial Wealth Adv... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
64,031
34846.880
+6.10%
12.910
+0.74%
-
+6.86%
+22.47%
603738.493
 
VTI 		Vanguard Total Stock Market ETF
119,482
31962.690
-4.99%
11.840
-0.62%
-
+6.52%
+21.10%
422050.684
 
SCHF 		Schwab International Equity ETF
732,188
28130.650
-5.67%
10.420
-0.66%
-
+1.72%
+6.95%
40844.820
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
189,159
22468.300
-4.58%
8.320
-0.40%
-
+6.46%
+21.18%
62846.469
 
COWZ 		Pacer US Cash Cows 100 ETF
227,122
12375.860
+9.68%
4.580
+0.40%
-
-0.04%
+10.24%
25145.110
 
XLV 		Health Care Select Sector SPDR
77,676
11321.260
+7.92%
4.190
+0.31%
-
-0.92%
+9.01%
40301.365
 
IWY 		iShares Russell Top 200 Growth ETF
50,621
10859.120
+16.71%
4.020
+0.58%
-
+9.14%
+29.18%
12336.180
 
IJR 		iShares Core S&P Small-Cap ETF
98,330
10487.890
-6.23%
3.890
-0.28%
-
-1.19%
+6.79%
85725.751
 
NVDA 		NVIDIA Corp
66,562
8223.040
+0.96%
3.050
+0.03%
0.000
+26.73%
+185.61%
3475165.100
Semiconductors
AAPL 		Apple Inc
35,287
7432.060
-5.97%
2.750
-0.15%
0.000
+7.30%
+21.95%
3556931.831
Hardware

Benchmark Financial Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Benchmark Financial Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY 		S&P 500 ETF TRUST ETF2024-06-30Add
+0.74%
●
495.16 ($523.39) 548.49
$582.46
11.29%
Add 6.1%
64,031
3,680
SCHF 		Schwab International Equity ETF2024-06-30Reduce
-0.66%
●
37.19 ($38.71) 39.82
$19.77
-48.93%
Reduce -5.67%
732,188
-44,021
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.62%
●
245.23 ($258.82) 269.4
$287.50
11.08%
Reduce -4.99%
119,482
-6,281
IWY 		iShares Russell Top 200 Growth ETF2024-06-30Add
+0.58%
●
183.56 ($199.29) 216.15
$226.56
13.68%
Add 16.71%
50,621
7,246
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+0.44%
●
75.81 ($78.09) 80.15
$28.11
-64.00%
Add 19.45%
94,938
15,456
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-06-30Reduce
-0.40%
●
108.78 ($114.77) 119.23
$127.63
11.21%
Reduce -4.58%
189,159
-9,075
COWZ 		Pacer US Cash Cows 100 ETF2024-06-30Add
+0.40%
●
54.04 ($55.5) 58.09
$57.35
3.33%
Add 9.68%
227,122
20,040
XLV 		Health Care Select Sector SPDR2024-06-30Add
+0.31%
●
138.43 ($143.45) 147.09
$148.76
3.70%
Add 7.92%
77,676
5,703
IJR 		iShares Core S&P Small-Cap ETF2024-06-30Reduce
-0.28%
●
102.13 ($106.99) 110.88
$115.54
7.99%
Reduce -6.23%
98,330
-6,534
LVHI 		Franklin International Low Volatility High Dividend Index ETF2024-06-30Add
+0.20%
●
29.03 ($29.89) 30.81
$31.15
4.22%
Add 50.24%
53,592
17,921

Benchmark Financial Wealth Advisors, LLC Total Holding History ($B)

To

Benchmark Financial Wealth Advisors, LLC's Asset Allocation

To

Benchmark Financial Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Benchmark Financial Wealth Advisors, LLC's Hypothetical Growth since 2024-06-30

Benchmark Financial Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Benchmark Financial Wealth Advisors, LLC's Holdings Heat Map

Size field:

Benchmark Financial Wealth Advisors, LLC's Holdings Bubble Chart

Benchmark Financial Wealth Advisors, LLC News

  • 1

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