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CIK: 0001757706
Total reported value
$419.2M
$419.2M
100 檔
34.8%
In Q4 2024, Benchmark Financial Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $419.2M, distributed across 100 disclosed stock positions.
In Q4 2024, Benchmark Financial Wealth Advisors, LLC displayed an active expansion posture, initiating 11 new positions and adding to 52 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 | 14.60% | — | +9.36% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.60% | -0.31% | -2.94% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 9.18% | -0.20% | +101.97% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 7.52% | -0.21% | -0.72% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.89% | +0.16% | +9.89% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 4.55% | -0.03% | +10.86% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.49% | -0.33% | -2.93% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-Other | 3.24% | +0.07% | NEW | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.39% | +2.62% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.82% | +0.11% | +217.76% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.78% | +0.48% | -6.03% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.28% | -0.09% | +2.36% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.83% | -0.12% | -0.80% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.70% | -0.01% | -2.25% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.59% | +0.44% | +1.47% | |
| 16 | SMMD | Ishares Russell 2500 ETF | ETF-Other | 1.55% | — | +7.37% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.54% | -0.35% | +4.77% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.41% | +0.11% | -2.58% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | -0.09% | -1.01% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.21% | -2.70% | EXIT | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.05% | -0.06% | +2.58% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.36% | +73.35% | |
| 23 | LVHI | Franklin International Low V | ETF-Other | 0.88% | +0.33% | +45.03% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | -0.02% | +0.35% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | +0.11% | +0.32% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | -0.01% | +0.83% | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.48% | +0.40% | — | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.47% | — | +0.16% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | -0.04% | +0.58% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.01% | +89.54% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.45% | -0.02% | -10.34% | |
| 32 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.44% | -0.01% | -1.69% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.42% | +0.01% | -5.56% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.41% | -0.02% | +0.51% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | — | +18.72% | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.38% | +0.04% | +6.10% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | -0.04% | +7.41% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | +0.05% | NEW | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.30% | +0.03% | -0.36% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | -0.07% | +12.18% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | -0.02% | +8.53% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.01% | +1.77% | |
| 43 | WSO | Watsco Inc | Stock-Industrials | 0.29% | — | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.01% | +0.11% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.02% | -7.70% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | -0.02% | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.26% | — | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.03% | -2.71% | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | -0.05% | +7.13% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | — | -0.28% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +9.36% | Add |
| 2 | IWY | Ishares Russell Top 200 Grow | +0.6% | +10.86% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.5% | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +73.35% | Add |
| 5 | MUNI | Pimco Intermediate Municipal | +0.4% | +50.10% | Add |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.3% | NEW | New buy |
| 7 | WSO | Watsco Inc | +0.3% | NEW | New buy |
| 8 | XLF | Ss Financial Select Sector | +0.3% | NEW | New buy |
| 9 | LVHI | Franklin International Low V | +0.2% | +45.03% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | +89.54% | Add |
| 11 | AAPL | Apple Inc | +0.2% | +2.62% | Add |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +9.89% | Add |
| 13 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.2% | NEW | New buy |
| 14 | AMZN | Amazon.com Inc | +0.1% | -2.58% | Trim |
| 15 | AVGO | Broadcom Inc | +0.1% | +0.58% | Add |
| 16 | FETH | Fidelity Ethereum Fund | +0.1% | NEW | New buy |
| 17 | JPST | Jpmorgan Ultra-short Income | +0.1% | NEW | New buy |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.35% | Add |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +12.46% | Add |
| 21 | COIN | Coinbase Global Inc -class A | +0.1% | NEW | New buy |
| 22 | NOBL | Proshares S&p 500 Dividend A | +0.1% | NEW | New buy |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | NEW | New buy |
| 24 | SMMD | Ishares Russell 2500 ETF | +0.1% | +7.37% | Add |
| 25 | JEPI | Jpmorgan Equity Premium Inco | 0% | +18.72% | Add |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +6.10% | Add |
| 27 | BAC | Bank Of America CORP | 0% | +8.53% | Add |
| 28 | VB | Vanguard Small-cap ETF | 0% | +59.54% | Add |
| 29 | BX | Blackstone Inc | 0% | +0.51% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | +1.77% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +9.85% | Add |
| 32 | WFC | Wells Fargo & Co | 0% | +0.52% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.41% | Add |
| 34 | V | Visa Inc-class A Shares | 0% | -0.36% | Trim |
| 35 | VOO | Vanguard S&p 500 ETF | 0% | +12.18% | Add |
| 36 | GRMN | Garmin Ltd. | 0% | +6.67% | Add |
| 37 | WSM | Williams-sonoma Inc | 0% | -1.03% | Trim |
| 38 | MDY | State Street Spdr S&p Midcap | 0% | +4.77% | Add |
| 39 | IWF | Ishares Russell 1000 Growth | 0% | +0.83% | Add |
| 40 | IUSG | Ishares Core S&p U.s. Growth | 0% | +0.16% | Add |
| 41 | MO | Altria Group Inc | 0% | +7.13% | Add |
| 42 | PKG | Packaging CORP Of America | 0% | +5.83% | Add |
| 43 | COST | Costco Wholesale CORP | — | +0.11% | Add |
| 44 | WMT | Walmart Inc | — | -7.70% | Trim |
| 45 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | — | +17.31% | Add |
| 46 | GLW | Corning Inc | — | +0.57% | Add |
| 47 | GEN | Gen Digital Inc | — | +6.33% | Add |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | — | Unchanged |
| 49 | MRSH | Marsh & Mclennan Cos | — | +0.32% | Add |
| 50 | F | Ford Motor Co | — | +16.44% | Add |
According to official SEC Form 13F filings, Benchmark Financial Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $419.2M across 100 disclosed positions in Q4 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 34.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
FBND
市值: $1.5M
Top Position Liquidated / Trimmed
USFR
前期市值: $1.2M
During Q4 2024, Benchmark Financial Wealth Advisors, LLC's top holdings by market value included SPY (14.6%)、VTI (10.6%)、SCHF (9.2%). The largest single position, SPY, represented 14.6% of total portfolio value.
In Q4 2024, Benchmark Financial Wealth Advisors, LLC made 109 total portfolio adjustments, initiating 11 new buys, adding to 52 positions, trimming 35 holdings, and fully liquidating 11 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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