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%
-
+7.27%
+22.32%
602515.180
 
VTI 		Vanguard Total Stock Market ETF
119,482
31962.690
-4.99%
11.840
-0.62%
-
+6.92%
+21.06%
421460.109
 
SCHF 		Schwab International Equity ETF
732,188
28130.650
-5.67%
10.420
-0.66%
-
+1.16%
+6.63%
40679.747
 
ITOT 		iShares Core S&P Total U.S. Stock Market ETF
189,159
22468.300
-4.58%
8.320
-0.40%
-
+6.88%
+21.14%
62755.373
 
COWZ 		Pacer US Cash Cows 100 ETF
227,122
12375.860
+9.68%
4.580
+0.40%
-
-0.98%
+9.88%
25055.228
 
XLV 		Health Care Select Sector SPDR
77,676
11321.260
+7.92%
4.190
+0.31%
-
-1.55%
+8.41%
40038.577
 
IWY 		iShares Russell Top 200 Growth ETF
50,621
10859.120
+16.71%
4.020
+0.58%
-
+10.76%
+29.07%
12318.210
 
IJR 		iShares Core S&P Small-Cap ETF
98,330
10487.890
-6.23%
3.890
-0.28%
-
-1.01%
+7.58%
86259.961
 
NVDA 		NVIDIA Corp
66,562
8223.040
+0.96%
3.050
+0.03%
0.000
+34.94%
+182.68%
3435549.150
Semiconductors
AAPL 		Apple Inc
35,287
7432.060
-5.97%
2.750
-0.15%
0.000
+5.53%
+20.24%
3507012.089
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
$581.28
11.06%
Add 6.1%
64,031
3,680
SCHF 		Schwab International Equity ETF2024-06-30Reduce
-0.66%
●
37.19 ($38.71) 39.82
$19.69
-49.13%
Reduce -5.67%
732,188
-44,021
VTI 		Vanguard Total Stock Market ETF2024-06-30Reduce
-0.62%
●
245.23 ($258.82) 269.4
$287.10
10.93%
Reduce -4.99%
119,482
-6,281
IWY 		iShares Russell Top 200 Growth ETF2024-06-30Add
+0.58%
●
183.56 ($199.29) 216.15
$226.23
13.52%
Add 16.71%
50,621
7,246
SCHD 		Schwab US Dividend Equity ETF2024-06-30Add
+0.44%
●
75.81 ($78.09) 80.15
$28.18
-63.91%
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
$127.44
11.04%
Reduce -4.58%
189,159
-9,075
COWZ 		Pacer US Cash Cows 100 ETF2024-06-30Add
+0.40%
●
54.04 ($55.5) 58.09
$57.15
2.96%
Add 9.68%
227,122
20,040
XLV 		Health Care Select Sector SPDR2024-06-30Add
+0.31%
●
138.43 ($143.45) 147.09
$147.79
3.03%
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
$116.26
8.66%
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
$31.02
3.78%
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

Discussions on Benchmark Financial Wealth Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.