Benchmark Financial Wealth Advisors, LLC Purchases in Q4 2025

Benchmark Financial Wealth Advisors, LLC

  • $340 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DBND
Doubleline ETF Tr Opportunisti

ETFs
77.6K
+ 18.7%
$46.27 - $46.9 $3.59M - $3.64M
492K $22.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
66.8K
+ 92.53%
$52.21 - $52.72 $3.49M - $3.52M
139K $7.3M
NVDA
Nvidia Corp

Technology
12.8K
+ 21.89%
$179.83 - $207.04 $2.31M - $2.66M
71.4K $13.3M
IVV
Ishares Core S&P 500 ETF

ETFs
2.42K
+ 22.61%
$656.2 - $690.71 $1.59M - $1.67M
13.1K $8.86M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
34K
New
$43.6 - $45.68 $1.48M - $1.55M
34K $1.53M
XLK
Technology Sector Spdr

ETFs
4.03K
+ 104.38%
$278.39 - $304.13 $1.12M - $1.22M
7.88K $2.27M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
17.1K
+ 11.48%
$46.45 - $49.01 $795K - $839K
166K $8.03M
AAPL
Apple Inc.

Technology
699
+ 2.33%
$245.27 - $275.25 $171K - $192K
30.7K $8.2M
LVHI
Franklin International Low Vol

ETFs
7.28K
+ 5.61%
$34.73 - $36.81 $253K - $268K
137K $5.02M
XLU
Utilities Sector Spdr

ETFs
4.36K
+ 100.44%
$87.89 - $92.9 $383K - $405K
8.71K $772K
DHR
Danaher Corp

Healthcare
1.13K
New
$202.46 - $223.01 $229K - $253K
1.13K $249K
MRK
Merck & Co., Inc.

Healthcare
2.2K
+ 51.56%
$82.49 - $92.93 $181K - $204K
6.46K $600K
GE
General Electric CO

Industrials
792
New
$291.49 - $314.28 $231K - $249K
792 $237K
MP
Mp Materials Corp.

Basic Materials
4K
New
$51.95 - $98.65 $208K - $395K
4K $234K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.57%
$799.57 - $1025.28 $4K - $5.13K
879 $898K
HYG
Ishares Tr

ETFs
2.77K
New
$79.95 - $81.28 $221K - $225K
2.77K $222K
AMGN
Amgen Inc

Healthcare
476
+ 55.67%
$290.13 - $341.71 $138K - $163K
1.33K $454K
STX
Seagate Technology Holdings PLC

Technology
794
New
$211.63 - $293.99 $168K - $233K
794 $205K
MSFT
Microsoft Corp

Technology
605
+ 5.67%
$496.82 - $542.07 $301K - $328K
11.3K $5.73M
KRE
Spdr S&P Regional Banking ETF

ETFs
3.17K
New
$58.14 - $64.09 $184K - $203K
3.17K $192K
ASML
Asml Holding Nv

Technology
162
+ 59.56%
$936.19 - $1075.45 $152K - $174K
434 $442K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
3.72K
+ 5.0%
$72.05 - $75.66 $268K - $282K
78.1K $5.66M
GOOG
Alphabet Inc.

Communication Services
13
+ 0.33%
$237.49 - $291.74 $3.09K - $3.79K
3.98K $1.14M
COST
Costco Wholesale Corp

Consumer Defensive
188
+ 20.26%
$910.94 - $954.99 $171K - $180K
1.12K $1.02M
VEU
Vanguard Ftse All World Ex Us

ETFs
935
+ 1.79%
$70.2 - $73.89 $65.6K - $69.1K
53.1K $3.88M
CSCO
Cisco Systems, Inc.

Technology
522
+ 5.0%
$67.46 - $78.0 $35.2K - $40.7K
11K $853K
GLD
Spdr Gold Trust

ETFs
291
+ 23.54%
$354.79 - $403.15 $103K - $117K
1.53K $574K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
99
+ 0.85%
$600.51 - $631.95 $59.5K - $62.6K
11.7K $7.25M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.93K
+ 13.95%
$46.2 - $46.85 $89.1K - $90.3K
15.8K $728K
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 1.88%
$589.5 - $635.77 $56K - $60.4K
5.16K $3.11M
QDPL
Pacer Fds Tr Metaurus Us Large
1.45K
+ 3.26%
$41.18 - $43.1 $59.6K - $62.4K
45.8K $1.93M
JPM
Jpmorgan Chase & CO

Financial Services
492
+ 9.63%
$294.11 - $320.41 $145K - $158K
5.6K $1.68M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
951
+ 10.83%
$73.1 - $76.24 $69.5K - $72.5K
9.73K $722K
BMY
Bristol Myers Squibb CO

Healthcare
223
+ 0.94%
$42.6 - $49.08 $9.5K - $10.9K
24K $1.12M
KO
Coca Cola CO

Consumer Defensive
249
+ 3.48%
$66.1 - $71.61 $16.5K - $17.8K
7.41K $524K
ABBV
Abb Vie Inc.

Healthcare
168
+ 5.36%
$211.96 - $244.38 $35.6K - $41.1K
3.3K $773K
VTV
Vanguard Value ETF

ETFs
232
+ 16.08%
$182.87 - $189.72 $42.4K - $44K
1.68K $313K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
66
+ 7.71%
$325.34 - $368.61 $21.5K - $24.3K
922 $318K
CVX
Chevron Corp

Energy
251
+ 12.43%
$148.9 - $157.72 $37.4K - $39.6K
2.27K $351K
CAT
Caterpillar Inc

Industrials
5
+ 1.11%
$480.82 - $585.49 $2.4K - $2.93K
454 $250K
F
Ford Motor CO

Consumer Cyclical
814
+ 4.31%
$11.41 - $13.84 $9.29K - $11.3K
19.7K $259K
GS
Goldman Sachs Group Inc

Financial Services
56
+ 9.2%
$744.6 - $838.97 $41.7K - $47K
665 $515K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
576
+ 8.97%
$50.57 - $50.77 $29.1K - $29.2K
7K $354K
XT
Ishares Tr Exponential Technol

ETFs
238
+ 7.71%
$71.46 - $75.47 $17K - $18K
3.32K $244K
JNJ
Johnson & Johnson

Healthcare
18
+ 1.64%
$185.98 - $199.58 $3.35K - $3.59K
1.12K $222K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
54
+ 5.72%
$280.66 - $305.09 $15.2K - $16.5K
998 $281K
V
Visa Inc.

Financial Services
206
+ 6.35%
$325.75 - $352.42 $67.1K - $72.6K
3.45K $1.12M
XOM
Exxon Mobil Corp

Energy
41
+ 2.17%
$110.64 - $119.78 $4.54K - $4.91K
1.93K $227K
VZ
Verizon Communications Inc

Communication Services
1.14K
+ 10.64%
$38.4 - $43.83 $43.6K - $49.7K
11.8K $484K
Activity Summary
Buys All Purchases 81 New Holdings 10 Increased Positions 71 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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