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Benchmark Financial Wealth Advisors, LLC13F | |
| Benchmark Financial Wealth Advisors, LLC | |
| Last update 2025-04-25 | 98 Stocks (11 new) |
| Value $265.00 Mil | Turnover 12 % |
Benchmark Financial Wealth Adv... Top Holdings of 2025-03-31
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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 | SPDR S&P 500 ETF Trust | 58,563 | 32,759.4 | -24.67% | 12.370 | -3.60% | 0.010 | +19.57% | +7.72% | 643,289.7 | ||
VTI | Vanguard Total Stock Market ETF | 93,044 | 25,572.2 | -18.51% | 9.650 | -1.96% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
SCHF | Schwab International Equity ETF | 1,194,019 | 23,617.7 | -22.86% | 8.920 | -2.10% | 0.050 | +11.99% | +19.38% | 48,597.1 | ||
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 131,004 | 15,983.8 | -28.20% | 6.030 | -2.12% | 0.020 | +20.01% | +7.44% | 72,171.6 | ||
DBND |
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
| 340,350 | 15,714.0 | New Holding | 5.930 | +5.93% | - | +0.26% | +0.95% | 459.6 | ||
COWZ | Pacer US Cash Cows 100 ETF | 223,174 | 12,221.0 | -17.40% | 4.610 | -0.85% | 0.050 | +11.03% | -1.27% | 20,494.6 | ||
IWY | iShares Russell Top 200 Growth ETF | 46,048 | 9,713.3 | -23.71% | 3.670 | -1.08% | 0.080 | +26.21% | +7.33% | 14,299.1 | ||
XLF | Financial Select Sector SPDR | 154,947 | 7,717.9 | +834.82% | 2.910 | +2.60% | 0.020 | +13.01% | +9.48% | 51,226.3 | ||
IJR | iShares Core S&P Small-Cap ETF | 73,075 | 7,641.5 | -22.76% | 2.890 | -0.79% | 0.010 | +16.59% | -2.25% | 81,337.5 | ||
SCHD | Schwab US Dividend Equity ETF | 271,598 | 7,593.9 | -15.65% | 2.870 | -0.44% | 0.010 | +7.34% | +0.77% | 70,469.5 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DBND |
DoubleLine Opportunistic Core Bond ETF
DoubleLine Opportunistic Core Bond ETF
| 2025-03-31 | New Buy New Buy | +5.93% | 44.88 ($45.7) 46.36 | $45.72 | 0.04% | New holding | 340,350 | 340,350 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -3.60% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -24.67% | 58,563 | -19,180 | |
XLV | Health Care Select Sector SPDR | 2025-03-31 | Sold Out Sold Out | -3.24% | 137.61 ($145.27) 149.68 | $131.84 | -9.24% | Sold Out | 0 | -73,591 | |
XLF | Financial Select Sector SPDR | 2025-03-31 | Add Add | +2.60% | 47.32 ($50.16) 52.19 | $52.54 | 4.74% | Add 834.82% | 154,947 | 138,372 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -2.12% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Reduce -28.2% | 131,004 | -51,444 | |
SCHF | Schwab International Equity ETF | 2025-03-31 | Reduce Reduce | -2.10% | 18.36 ($19.62) 20.51 | $21.94 | 11.82% | Reduce -22.86% | 1,194,019 | -353,810 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -1.96% | 271.18 ($290.53) 303.12 | $309.09 | 6.39% | Reduce -18.51% | 93,044 | -21,136 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Reduce Reduce | -1.08% | 210.19 ($230.05) 243.33 | $251.97 | 9.53% | Reduce -23.71% | 46,048 | -14,311 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.85% | 53.6 ($56.92) 58.97 | $55.76 | -2.04% | Reduce -17.4% | 223,174 | -46,999 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Reduce Reduce | -0.79% | 102.49 ($112.84) 119.96 | $111.87 | -0.86% | Reduce -22.76% | 73,075 | -21,534 |
Benchmark Financial Wealth Advisors, LLC Total Holding History ($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 2025-03-31
Benchmark Financial Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Benchmark Financial Wealth Advisors, LLC's Holdings Heat Map
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Benchmark Financial Wealth Advisors, LLC's Holdings Bubble Chart
Benchmark Financial Wealth Advisors, LLC News
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