Benchmark Financial Wealth Advisors, LLC Purchases in Q4 2024

Benchmark Financial Wealth Advisors, LLC

  • $311 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
6.66K
+ 9.36%
$567.81 - $607.81 $3.78M - $4.04M
77.7K $45.6M
IWY
Ishares Tr Russell 200 Growth

ETFs
5.91K
+ 10.86%
$216.72 - $244.71 $1.28M - $1.45M
60.4K $14.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
33.5K
New
$44.87 - $46.86 $1.5M - $1.57M
33.5K $1.5M
IVV
Ishares Core S&P 500 ETF

ETFs
2.17K
+ 73.35%
$570.51 - $610.59 $1.24M - $1.33M
5.13K $3.02M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
24.3K
+ 50.1%
$51.58 - $52.91 $1.25M - $1.29M
72.9K $3.77M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.3K
+ 9.89%
$56.06 - $61.35 $1.36M - $1.49M
270K $15.3M
WSO
Watsco Inc

Industrials
1.92K
New
$466.57 - $568.78 $895K - $1.09M
1.92K $909K
AAPL
Apple Inc.

Technology
976
+ 2.62%
$221.69 - $259.02 $216K - $253K
38.2K $9.56M
VIG
Vanguard Dividend Appreciation

ETFs
4.9K
New
N/A
4.9K $892K
LVHI
Franklin International Low Vol

ETFs
28.1K
+ 45.03%
$29.98 - $31.57 $842K - $887K
90.5K $2.76M
VEA
Vanguard Ftse Developed Market

ETFs
14K
+ 89.54%
$47.57 - $52.44 $667K - $736K
29.7K $1.42M
QDPL
Pacer Fds Tr Metaurus Us Large
11.9K
New
$37.54 - $40.11 $447K - $478K
11.9K $457K
AVGO
Broadcom Inc.

Technology
37
+ 0.58%
$159.67 - $250.0 $5.91K - $9.25K
6.39K $1.48M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4.89K
+ 7.37%
$66.67 - $74.08 $326K - $362K
71.2K $4.84M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.98K
New
$50.37 - $50.6 $301K - $303K
5.98K $301K
GOOGL
Alphabet Inc.

Communication Services
43
+ 0.35%
$161.86 - $196.66 $6.96K - $8.46K
12.3K $2.34M
PLTR
Palantir Technologies Inc.

Technology
3.64K
New
$36.46 - $82.38 $133K - $300K
3.64K $275K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
221K
+ 217.76%
$26.93 - $84.95 $5.94M - $18.7M
322K $8.8M
COIN
Coinbase Global, Inc.

Technology
898
New
$163.17 - $343.62 $147K - $309K
898 $222K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
384
+ 4.77%
$563.99 - $620.12 $217K - $238K
8.44K $4.81M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.15K
New
$99.2 - $108.47 $213K - $233K
2.15K $213K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.83K
New
$107.41 - $115.71 $196K - $211K
1.83K $201K
VO
Vanguard Mid Cap ETF

ETFs
620
+ 2.36%
$261.5 - $284.63 $162K - $176K
26.9K $7.1M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.47K
+ 18.72%
$57.53 - $60.83 $200K - $211K
22K $1.27M
BMY
Bristol Myers Squibb CO

Healthcare
1.19K
+ 6.1%
$51.92 - $59.94 $61.9K - $71.5K
20.7K $1.17M
BAC
Bank Of America Corp

Financial Services
1.66K
+ 8.53%
$39.22 - $47.77 $65.2K - $79.4K
21.2K $930K
BX
Blackstone Inc.

Financial Services
38
+ 0.51%
$148.45 - $199.05 $5.64K - $7.56K
7.49K $1.29M
VB
Vanguard Small Cap ETF

ETFs
543
+ 59.54%
$233.76 - $261.58 $127K - $142K
1.46K $349K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 1.77%
$205.18 - $250.29 $13.7K - $16.8K
3.85K $921K
IWF
Ishares Russell 1000 Gr ETF

ETFs
35
+ 0.83%
$370.24 - $418.94 $13K - $14.7K
4.23K $1.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
149
+ 7.41%
$481.22 - $538.17 $71.7K - $80.2K
2.16K $1.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
191
+ 12.18%
$521.84 - $558.82 $99.7K - $107K
1.76K $947K
CSCO
Cisco Systems, Inc.

Technology
924
+ 9.85%
$52.45 - $60.02 $48.5K - $55.5K
10.3K $610K
WFC
Wells Fargo & Company

Financial Services
40
+ 0.52%
$54.98 - $77.35 $2.2K - $3.09K
7.73K $543K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
17
+ 0.16%
$129.96 - $144.97 $2.21K - $2.46K
10.6K $1.48M
GRMN
Garmin LTD

Technology
122
+ 6.67%
$161.91 - $220.77 $19.8K - $26.9K
1.95K $402K
META
Meta Platforms, Inc.

Communication Services
11
+ 0.32%
$554.08 - $632.68 $6.09K - $6.96K
3.5K $2.07M
MO
Altria Group, Inc.

Consumer Defensive
910
+ 7.13%
$49.06 - $57.74 $44.6K - $52.5K
13.7K $715K
PKG
Packaging Corp Of America

Consumer Cyclical
119
+ 5.83%
$211.98 - $248.85 $25.2K - $29.6K
2.16K $486K
TXN
Texas Instruments Inc

Technology
174
+ 9.99%
N/A
1.92K $372K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.11%
$873.59 - $994.69 $874 - $995
922 $844K
GLW
Corning Inc

Technology
48
+ 0.57%
$44.11 - $49.76 $2.12K - $2.39K
8.53K $405K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
776
+ 17.31%
$43.84 - $48.76 $34K - $37.8K
5.26K $231K
NLOK
Norton Life Lock Inc.

Technology
753
+ 6.33%
N/A
12.6K $271K
F
Ford Motor CO

Consumer Cyclical
1.89K
+ 16.44%
$9.69 - $11.4 $18.4K - $21.6K
13.4K $132K
XOM
Exxon Mobil Corp

Energy
266
+ 14.02%
$105.51 - $125.37 $28.1K - $33.3K
2.16K $232K
ACN
Accenture PLC

Technology
14
+ 2.45%
$343.9 - $376.86 $4.81K - $5.28K
585 $205K
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 13.74%
$39.6 - $45.21 $41.3K - $47.2K
8.64K $345K
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 1.13%
$118.38 - $133.06 $3.43K - $3.86K
2.6K $312K
Activity Summary
Buys All Purchases 63 New Holdings 11 Increased Positions 52 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Benchmark Financial Wealth Advisors, LLC Portfolio

Follow Benchmark Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email