Benchmark Financial Wealth Advisors, LLC
- SEC CIK
- 0001757706
- Latest filing
- Jul 17, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 27, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 100
- 0 vs. Q3 2024
- Portfolio value
- $312.0M
- +$12.1M (+4.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 77,743 | $45.6M | 14.6% | +6,655+9.4% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 114,180 | $33.1M | 10.6% | −3,461−2.9% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 1,547,829 | $28.6M | 9.2% | +15,087+1.0% | AddedConverted for a 2-for-1 split | – |
| iShares Tr464287150 | CORE S&P TTL STK | 182,448 | $23.5M | 7.5% | −1,321−0.7% | Reduced | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 270,173 | $15.3M | 4.9% | +24,307+9.9% | Added | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 60,359 | $14.2M | 4.6% | +5,913+10.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 94,609 | $10.9M | 3.5% | −2,860−2.9% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 73,591 | $10.1M | 3.2% | −7,735−9.5% | Reduced | – |
| AAPLApple Inc. | Stock | 38,165 | $9.56M | 3.1% | +976+2.6% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 321,972 | $8.80M | 2.8% | +18,000+5.9% | AddedConverted for a 3-for-1 split | – |
| NVDANVIDIA Corp | Stock | 64,647 | $8.68M | 2.8% | −4,151−6.0% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,889 | $7.10M | 2.3% | +620+2.4% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 25,819 | $5.70M | 1.8% | −208−0.8% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 30,290 | $5.31M | 1.7% | −698−2.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 11,774 | $4.96M | 1.6% | +170+1.5% | Added | History |
| iShares Tr46435G268 | RUSEL 2500 ETF | 71,168 | $4.84M | 1.6% | +4,888+7.4% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,437 | $4.81M | 1.5% | +384+4.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 19,999 | $4.39M | 1.4% | −530−2.6% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 68,282 | $4.25M | 1.4% | −696−1.0% | Reduced | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 72,867 | $3.77M | 1.2% | +24,322+50.1% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 57,102 | $3.28M | 1.1% | +1,434+2.6% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,133 | $3.02M | 1.0% | +2,172+73.4% | Added | – |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 90,451 | $2.76M | 0.9% | +28,082+45.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 12,337 | $2.34M | 0.7% | +43+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,501 | $2.05M | 0.7% | +11+0.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,232 | $1.70M | 0.5% | +35+0.8% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 33,506 | $1.50M | 0.5% | +33,506 | New | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,636 | $1.48M | 0.5% | +17+0.2% | Added | – |
| AVGOBroadcom Inc. | Stock | 6,391 | $1.48M | 0.5% | +37+0.6% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,699 | $1.42M | 0.5% | +14,030+89.5% | Added | – |
| MARMarriott International Inc | Stock | 4,993 | $1.39M | 0.4% | −576−10.3% | Reduced | History |
| iShares Inc464286681 | MSCI EQUAL WEITE | 14,560 | $1.39M | 0.4% | −251−1.7% | Reduced | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,689 | $1.32M | 0.4% | −335−5.6% | Reduced | – |
| BXBlackstone Inc. | COM | 7,486 | $1.29M | 0.4% | +38+0.5% | Added | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 22,030 | $1.27M | 0.4% | +3,473+18.7% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 20,743 | $1.17M | 0.4% | +1,193+6.1% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,159 | $1.10M | 0.4% | +149+7.4% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,901 | $959.9K | 0.3% | +4,901 | New | – |
| VVisa Inc. | Stock | 3,011 | $951.6K | 0.3% | −11−0.4% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,759 | $947.8K | 0.3% | +191+12.2% | Added | – |
| BACBank of America Corp | Stock | 21,165 | $930.2K | 0.3% | +1,663+8.5% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,846 | $921.8K | 0.3% | +67+1.8% | Added | History |
| WSOWatsco Inc | COM | 1,919 | $909.4K | 0.3% | +1,919 | New | History |
| COSTCostco Wholesale Corp | Stock | 922 | $845.1K | 0.3% | +1+0.1% | Added | History |
| WMTWalmart Inc. | Stock | 9,272 | $837.7K | 0.3% | −773−7.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,780 | $806.9K | 0.3% | 00.0% | Unchanged | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 16,575 | $801.1K | 0.3% | +16,575 | New | – |
| HDHome Depot, Inc. | Stock | 1,974 | $768.0K | 0.2% | −55−2.7% | Reduced | History |
| MOAltria Group, Inc. | Stock | 13,674 | $715.0K | 0.2% | +910+7.1% | Added | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,862 | $715.0K | 0.2% | −11−0.3% | Reduced | – |
| LLYEli Lilly & Co | Stock | 858 | $662.3K | 0.2% | −13−1.5% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 10,309 | $610.3K | 0.2% | +924+9.8% | Added | History |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 7,166 | $584.6K | 0.2% | +794+12.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,132 | $572.8K | 0.2% | +6+0.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 2,986 | $568.6K | 0.2% | −546−15.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 3,071 | $545.6K | 0.2% | +272+9.7% | Added | History |
| WFCWells Fargo & Company | Stock | 7,731 | $543.0K | 0.2% | +40+0.5% | Added | History |
| WSMWilliams Sonoma Inc | COM | 2,783 | $515.3K | 0.2% | −29−1.0% | Reduced | History |
| WMWaste Management Inc | Stock | 2,524 | $509.4K | 0.2% | −107−4.1% | Reduced | History |
| PKGPackaging Corp of America | Stock | 2,159 | $486.1K | 0.2% | +119+5.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 4,703 | $467.8K | 0.1% | −2,235−32.2% | Reduced | History |
| Pacer FDS Tr69374H436 | METAURUS CAP 400 | 11,919 | $457.6K | 0.1% | +11,919 | New | – |
| AIGAmerican International Group, Inc. | Stock | 6,259 | $455.6K | 0.1% | −2,966−32.2% | Reduced | History |
| RACEFerrari N.V. | COM | 987 | $419.4K | 0.1% | −90−8.4% | Reduced | History |
| PFEPfizer Inc | Stock | 15,682 | $416.0K | 0.1% | +434+2.8% | Added | History |
| GLWCorning Inc | COM | 8,526 | $405.2K | 0.1% | +48+0.6% | Added | History |
| KOCoca Cola Co | Stock | 6,477 | $403.2K | 0.1% | −111−1.7% | Reduced | History |
| GRMNGarmin Ltd | SHS | 1,951 | $402.5K | 0.1% | +122+6.7% | Added | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 5,782 | $382.4K | 0.1% | −818−12.4% | Reduced | – |
| TXNTexas Instruments Inc | Stock | 1,916 | $359.2K | 0.1% | +174+10.0% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,455 | $349.7K | 0.1% | +543+59.5% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,522 | $347.2K | 0.1% | −130−7.9% | Reduced | History |
| GENGen Digital Inc. | Stock | 12,642 | $346.1K | 0.1% | +753+6.3% | Added | History |
| VZVerizon Communications Inc | Stock | 8,636 | $345.3K | 0.1% | +1,043+13.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 2,595 | $312.3K | 0.1% | +29+1.1% | Added | History |
| FETHFidelity Ethereum Fund | SHS | 9,328 | $311.6K | 0.1% | +9,328 | New | History |
| PGProcter & Gamble Co | Stock | 1,801 | $301.9K | 0.1% | −31−1.7% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 5,980 | $301.2K | 0.1% | +5,980 | New | – |
| GLDSPDR Gold Trust | ETF | 1,214 | $293.9K | 0.1% | −40−3.2% | Reduced | History |
| CMGChipotle Mexican Grill Inc | COM | 4,644 | $280.0K | 0.1% | −40−0.9% | Reduced | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 812 | $277.7K | 0.1% | −648−44.4% | Reduced | History |
| PLTRPalantir Technologies Inc. | Stock | 3,640 | $275.3K | 0.1% | +3,640 | New | History |
| MCDMcDonalds Corp | Stock | 932 | $270.2K | 0.1% | −41−4.2% | Reduced | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,253 | $266.1K | 0.1% | +4+0.3% | Added | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,540 | $260.7K | 0.1% | +9+0.6% | Added | – |
| QCOMQualcomm Inc | Stock | 1,615 | $248.1K | 0.1% | +9+0.6% | Added | History |
| ORCLOracle Corp | Stock | 1,477 | $246.1K | 0.1% | −743−33.5% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 500 | $243.1K | 0.1% | −169−25.3% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 3,115 | $235.8K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,163 | $232.6K | 0.1% | +266+14.0% | Added | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 5,260 | $231.5K | 0.1% | +776+17.3% | Added | – |
| COINCoinbase Global, Inc. | COM CL A | 898 | $223.0K | 0.1% | +898 | New | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 2,146 | $213.6K | 0.1% | +2,146 | New | – |
| VanEck Semiconductor ETF92189F676 | ETF | 875 | $212.0K | 0.1% | +15+1.7% | Added | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 3,543 | $211.4K | 0.1% | +13+0.4% | Added | – |
| ACNAccenture plc | Stock | 585 | $205.6K | 0.1% | +14+2.5% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 690 | $201.9K | 0.1% | −57−7.6% | Reduced | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,825 | $201.2K | 0.1% | +1,825 | New | – |
| AMGNAmgen Inc | Stock | 770 | $200.8K | 0.1% | −392−33.7% | Reduced | History |
| FFord Motor Co | Stock | 13,416 | $132.8K | <0.1% | +1,894+16.4% | Added | History |
Sold out since Q3 2024 (11)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 24,372 | $1.22M | 0.4% | – |
| CVSCVS Health Corp | Stock | 4,262 | $268.0K | 0.1% | History |
| KHCKraft Heinz Co | Stock | 7,632 | $268.0K | 0.1% | History |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,172 | $260.9K | 0.1% | – |
| PRUPrudential Financial Inc | Stock | 2,065 | $250.0K | 0.1% | History |
| JNJJohnson & Johnson | Stock | 1,520 | $246.3K | 0.1% | History |
| iShares Core S&P US Value ETF464287663 | ETF | 2,547 | $243.2K | 0.1% | – |
| MDLZMondelez International, Inc. | Stock | 3,133 | $230.8K | 0.1% | History |
| DELLDell Technologies Inc. | Stock | 1,853 | $219.7K | 0.1% | History |
| DHRDanaher Corp | Stock | 772 | $214.5K | 0.1% | History |
| FPAYFlexShopper, Inc. | COM NEW | 189,977 | $195.7K | 0.1% | History |