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CIK: 0001757706
Total reported value
$405.5M
$405.5M
100 檔
35.2%
At the close of Q3 2024, Benchmark Financial Wealth Advisors, LLC disclosed equity holdings valued at approximately $405.5M, spread across 100 reported holdings.
In Q3 2024, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 14 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.60% | -0.40% | +11.02% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.11% | — | -1.54% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.51% | -0.14% | +4.67% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.70% | +0.12% | -2.85% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.74% | -0.56% | +8.25% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.18% | — | +4.70% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.99% | — | +7.56% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.80% | +0.18% | -0.88% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.89% | +0.12% | +5.39% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.86% | -0.10% | +6.73% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.79% | +0.03% | +3.36% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.31% | -0.01% | -1.12% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.92% | -0.08% | -1.00% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.85% | +0.03% | +0.63% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.66% | -0.12% | +8.15% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.53% | -0.06% | +2.38% | |
| 17 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.50% | +0.22% | +9.04% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.43% | +0.01% | -3.40% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | -0.03% | -2.50% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.17% | — | -7.47% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.86% | -0.57% | +67.69% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.10% | -3.11% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.08% | +6.18% | |
| 24 | LVHI | Franklin International Low V | ETF-Other | 0.65% | +0.13% | +16.38% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.41% | +2.56% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | +0.01% | +12.43% | |
| 27 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.47% | -0.09% | -8.53% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.47% | +0.03% | +1.41% | |
| 29 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.46% | — | -11.05% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.45% | +0.07% | +2.54% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.41% | — | — | |
| 32 | BX | Blackstone Inc | Stock-Financials | 0.38% | -0.03% | +0.62% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.37% | -0.21% | EXIT | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.03% | +1453.55% | |
| 35 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.06% | +5.01% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.05% | +2.19% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.01% | -10.57% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.28% | -0.01% | +1.54% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.01% | +4.05% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.04% | +4.21% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | — | +17.41% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.09% | +3.83% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.10% | +0.54% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.08% | +26.77% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.26% | -0.03% | +13.35% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.26% | +0.04% | -16.75% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.26% | +0.04% | +1.87% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.25% | -0.01% | +25.50% | |
| 49 | AIG | American International Group | Stock-Financials | 0.23% | -0.02% | -0.60% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.05% | +54.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +11.02% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +0.4% | NEW | New buy |
| 3 | MUNI | Pimco Intermediate Municipal | +0.3% | +67.69% | Add |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +8.25% | Add |
| 5 | AAPL | Apple Inc | +0.1% | +5.39% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +6.73% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +1453.55% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.1% | NEW | New buy |
| 9 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | NEW | New buy |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | +4.67% | Add |
| 12 | SMMD | Ishares Russell 2500 ETF | +0.1% | +9.04% | Add |
| 13 | MRSH | Marsh & Mclennan Cos | +0.1% | NEW | New buy |
| 14 | KHC | Kraft Heinz Co/the | +0.1% | NEW | New buy |
| 15 | SDVY | First Trust Smid Cap Rising | +0.1% | NEW | New buy |
| 16 | UNH | Unitedhealth Group Inc | +0.1% | +54.25% | Add |
| 17 | PRU | Prudential Financial Inc | +0.1% | NEW | New buy |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 19 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 21 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | NEW | New buy |
| 22 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 23 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 24 | LVHI | Franklin International Low V | +0.1% | +16.38% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +6.18% | Add |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +5.01% | Add |
| 27 | IWD | Ishares Russell 1000 Value E | +0.1% | +25.50% | Add |
| 28 | ABBV | Abbvie Inc | +0.1% | +34.63% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +26.77% | Add |
| 30 | BX | Blackstone Inc | 0% | +0.62% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +17.41% | Add |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +12.43% | Add |
| 33 | XLV | Ss Health Care Select Sector | 0% | +4.70% | Add |
| 34 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.63% | Add |
| 35 | IWY | Ishares Russell Top 200 Grow | 0% | +7.56% | Add |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | +2.38% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | -0.1% | -1.00% | Trim |
| 38 | VO | Vanguard Mid-cap ETF | -0.1% | -1.12% | Trim |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.88% | Trim |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | Sold out |
| 41 | VGT | Vanguard Info Tech ETF | -0.1% | EXIT | Sold out |
| 42 | LOW | Lowe's Cos Inc | -0.1% | EXIT | Sold out |
| 43 | SMH | Vaneck Semiconductor ETF | -0.1% | -47.53% | Trim |
| 44 | BA | Boeing Co/the | -0.1% | EXIT | Sold out |
| 45 | MSFT | Microsoft CORP | -0.1% | +8.15% | Add |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.1% | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.11% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.2% | -2.50% | Trim |
| 49 | ITOT | Ishares Core S&p Total U.s. | -0.6% | -2.85% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -0.7% | -1.54% | Trim |
According to official SEC Form 13F filings, Benchmark Financial Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $405.5M across 100 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, SCHF) accounted for 35.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
USFR
市值: $1.2M
Top Position Liquidated / Trimmed
JPST
前期市值: $358.2K
During Q3 2024, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SPY (13.6%)、VTI (11.1%)、SCHF (10.5%). The largest single position, SPY, represented 13.6% of total portfolio value.
In Q3 2024, Benchmark Financial Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 23 positions, trimming 8 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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