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Benchmark Financial Wealth Advisors, LLC13F | |
Benchmark Financial Wealth Advisors, LLC | |
Last update 2024-07-23 | 90 Stocks (2 new) |
Value $270.00 Mil | Turnover 4 % |
Portfolio Report |
Benchmark Financial Wealth Adv... Top Holdings of 2024-06-30
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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
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 2024-06-30 | Add | +0.74% | 495.16 ($523.39) 548.49 | $581.28 | 11.06% | Add 6.1% | 64,031 | 3,680 | |
SCHF | Schwab International Equity ETF | 2024-06-30 | Reduce | -0.66% | 37.19 ($38.71) 39.82 | $19.69 | -49.13% | Reduce -5.67% | 732,188 | -44,021 | |
VTI | Vanguard Total Stock Market ETF | 2024-06-30 | Reduce | -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 ETF | 2024-06-30 | Add | +0.58% | 183.56 ($199.29) 216.15 | $226.23 | 13.52% | Add 16.71% | 50,621 | 7,246 | |
SCHD | Schwab US Dividend Equity ETF | 2024-06-30 | Add | +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 ETF | 2024-06-30 | Reduce | -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 ETF | 2024-06-30 | Add | +0.40% | 54.04 ($55.5) 58.09 | $57.15 | 2.96% | Add 9.68% | 227,122 | 20,040 | |
XLV | Health Care Select Sector SPDR | 2024-06-30 | Add | +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 ETF | 2024-06-30 | Reduce | -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 ETF | 2024-06-30 | Add | +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)
Benchmark Financial Wealth Advisors, LLC's Asset Allocation
Benchmark Financial Wealth Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Benchmark Financial Wealth Advisors, LLC's Hypothetical Growth since 2024-06-30
Benchmark Financial Wealth Advisors, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Benchmark Financial Wealth Advisors, LLC's Holdings Heat Map
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Benchmark Financial Wealth Advisors, LLC's Holdings Bubble Chart
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