Benchmark Financial, LLC New Holdings in Q4 2025

Benchmark Financial, LLC

  • $100 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
141K
New
$102.4 - $109.39 $14.5M - $15.4M
141K $15.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
156K
New
$83.45 - $84.82 $13M - $13.2M
156K $13B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
67.8K
New
$100.8 - $103.83 $6.84M - $7.04M
67.8K $7.06B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
54.4K
New
$119.13 - $120.38 $6.48M - $6.55M
54.4K $6.49B
IEF
Ishares Barclays

ETFs
61K
New
$96.12 - $97.72 $5.86M - $5.96M
61K $5.87B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
128K
New
$42.26 - $44.28 $5.42M - $5.67M
128K $5.69B
SJNK
Spdr Bloomberg Short Term High

ETFs
168K
New
$25.2 - $25.57 $4.25M - $4.31M
168K $4.27B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
74.6K
New
$54.27 - $56.85 $4.05M - $4.24M
74.6K $4.24B
SPMD
Spdr Portfolio

ETFs
63.2K
New
$55.44 - $58.05 $3.5M - $3.67M
63.2K $3.66B
JEPI
J P Morgan Exchange Traded Fd

ETFs
63.2K
New
$56.0 - $57.6 $3.54M - $3.64M
63.2K $3.62B
VEA
Vanguard Ftse Developed Market

ETFs
40.1K
New
$59.18 - $62.09 $2.37M - $2.49M
40.1K $2.5B
JPIE
J P Morgan Exchange Traded Fd
43K
New
$46.18 - $46.47 $1.99M - $2M
43K $1.99B
MSFT
Microsoft Corp

Technology
3.36K
New
$496.82 - $542.07 $1.67M - $1.82M
3.36K $1.62B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
15.6K
New
$93.79 - $100.35 $1.47M - $1.57M
15.6K $1.54B
INDA
Ishares Msci India Index Fund

ETFs
25.8K
New
$52.3 - $55.29 $1.35M - $1.43M
25.8K $1.4B
Jpmorgan Chase Finl CO LLC
45K
New
N/A
45K $1.35B
CLSK
Cleanspark, Inc.

Technology
124K
New
$11.44 - $23.2 $1.42M - $2.88M
124K $1.25B
XSVN
Bondbloxx ETF Tr 7 Yr Target D
25.7K
New
N/A
25.7K $1.24B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.86K
New
$600.51 - $631.95 $1.12M - $1.17M
1.86K $1.17B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.25K
New
$475.68 - $513.11 $1.07M - $1.15M
2.25K $1.13B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
20.9K
New
$50.57 - $50.77 $1.06M - $1.06M
20.9K $1.06B
PDI
Pimco Dynamic Income Fund

Financial Services
59.5K
New
$18.04 - $19.91 $1.07M - $1.19M
59.5K $1.05B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
50K
New
$16.88 - $17.5 $844K - $875K
50K $884M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.19K
New
$653.02 - $687.39 $780K - $821K
1.19K $814M
TSLA
Tesla, Inc.

Consumer Cyclical
1.66K
New
$401.99 - $468.37 $667K - $777K
1.66K $747M
INCY
Incyte Corp

Healthcare
7.45K
New
$83.8 - $108.26 $624K - $806K
7.45K $735M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.2K
New
$49.98 - $50.59 $658K - $666K
13.2K $662M
COST
Costco Wholesale Corp

Consumer Defensive
743
New
$910.94 - $954.99 $677K - $710K
743 $641M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
14.5K
New
$42.19 - $45.31 $612K - $657K
14.5K $641M
JNJ
Johnson & Johnson

Healthcare
2.68K
New
$185.98 - $199.58 $498K - $534K
2.68K $554M
AAPL
Apple Inc.

Technology
2.01K
New
$245.27 - $275.25 $493K - $553K
2.01K $546M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.14K
New
$56.33 - $59.22 $402K - $423K
7.14K $415M
BSY
Bentley Systems Inc

Technology
10.6K
New
$43.17 - $56.79 $457K - $601K
10.6K $404M
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
New
$213.04 - $254.0 $367K - $438K
1.72K $398M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.71K
New
$52.54 - $55.77 $353K - $374K
6.71K $361M
GOOGL
Alphabet Inc.

Communication Services
1.13K
New
$236.57 - $291.31 $268K - $330K
1.13K $355M
COP
Conocophillips

Energy
3.66K
New
$85.66 - $95.46 $314K - $350K
3.66K $343M
LLY
Eli Lilly & CO

Healthcare
296
New
$799.57 - $1025.28 $237K - $303K
296 $318M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.75K
New
$93.11 - $97.9 $256K - $269K
2.75K $267M
IWV
Ishares Russell 3000 ETF

ETFs
680
New
$371.33 - $389.89 $253K - $265K
680 $263M
PSX
Phillips 66

Energy
1.96K
New
$126.76 - $142.32 $249K - $279K
1.96K $253M
VIG
Vanguard Dividend Appreciation

ETFs
1.13K
New
N/A
1.13K $248M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.47K
New
$161.21 - $171.97 $236K - $252K
1.47K $246M
Fidelity Covington Trust
5.73K
New
N/A
5.73K $208M
VTI
Vanguard Total Stock Market Et

ETFs
602
New
$321.8 - $337.95 $194K - $203K
602 $202M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
10K
New
$12.52 - $13.44 $125K - $134K
10K $128M
Tidal Trust Ii
10K
New
N/A
10K $76.1M
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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