Benchmark Financial Wealth Advisors, LLC Reduced Holdings in Q4 2025

Benchmark Financial Wealth Advisors, LLC

  • $340 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-8.68K
- 29.65%
$185.12 - $192.11 $1.61M - $1.67M
20.6K $3.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.13K
- 4.39%
$653.02 - $687.39 $1.39M - $1.47M
46.4K $30.9M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-21.4K
- 9.18%
$55.63 - $58.98 $1.19M - $1.26M
211K $12.4M
VTI
Vanguard Total Stock Market Et

ETFs
-2.51K
- 2.86%
$321.8 - $337.95 $808K - $848K
85.4K $28.2M
XLF
Financial Sector Spdr

ETFs
-7.68K
- 4.8%
$51.76 - $53.77 $398K - $413K
152K $7.99M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.76K
- 51.91%
$100.8 - $103.83 $480K - $495K
4.41K $453K
IWM
Ishares Russell 2000 ETF

ETFs
-1.66K
- 7.88%
$236.79 - $250.33 $394K - $417K
19.5K $4.62M
BAC
Bank Of America Corp

Financial Services
-5.88K
- 27.2%
$48.65 - $54.11 $286K - $318K
15.7K $809K
ORCL
Oracle Corp

Technology
-700
- 33.03%
$217.57 - $313.0 $152K - $219K
1.42K $311K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.35K
- 1.88%
$142.79 - $150.05 $335K - $352K
122K $17.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.58K
- 2.38%
$26.44 - $27.53 $174K - $181K
270K $7.34M
KBE
Spdr S&P Bank ETF

ETFs
-1.48K
- 2.9%
$55.09 - $59.63 $81.7K - $88.4K
49.7K $2.85M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-211
- 3.05%
$577.77 - $604.78 $122K - $128K
6.7K $3.93M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-256
- 0.34%
$114.27 - $121.15 $29.3K - $31K
74.5K $8.7M
VO
Vanguard Mid Cap ETF

ETFs
-190
- 1.09%
$286.27 - $296.23 $54.4K - $56.3K
17.3K $4.95M
IWY
Ishares Tr Russell 200 Growth

ETFs
-917
- 2.13%
$268.43 - $288.26 $246K - $264K
42.1K $11.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.78K
- 9.35%
$213.04 - $254.0 $378K - $451K
17.2K $4.04M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-279
- 7.58%
$459.47 - $491.71 $128K - $137K
3.4K $1.6M
HD
Home Depot, Inc.

Consumer Cyclical
-77
- 4.66%
$358.03 - $397.02 $27.6K - $30.6K
1.57K $563K
RACE
Ferrari N.V.

Consumer Cyclical
-102
- 13.82%
$378.72 - $504.09 $38.6K - $51.4K
636 $265K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-217
- 6.57%
$358.39 - $376.54 $77.8K - $81.7K
3.09K $1.14M
PFE
Pfizer Inc

Healthcare
-2.2K
- 11.62%
$24.23 - $27.37 $53.3K - $60.2K
16.7K $419K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-334
- 3.88%
$161.21 - $171.97 $53.8K - $57.4K
8.27K $1.37M
UNP
Union Pacific Corp

Industrials
-105
- 7.14%
$216.37 - $237.41 $22.7K - $24.9K
1.37K $301K
AVGO
Broadcom Inc.

Technology
-350
- 5.47%
$324.63 - $385.98 $114K - $135K
6.05K $2.07M
PM
Philip Morris International Inc.

Consumer Defensive
-99
- 3.86%
$144.33 - $160.86 $14.3K - $15.9K
2.46K $376K
IBM
International Business Machines Corp

Technology
-172
- 20.16%
$275.97 - $314.98 $47.5K - $54.2K
681 $202K
MA
Mastercard Inc

Financial Services
-15
- 2.11%
$536.85 - $580.45 $8.05K - $8.71K
695 $373K
TXN
Texas Instruments Inc

Technology
-142
- 8.51%
N/A
1.53K $296K
BA
Boeing CO

Industrials
-3
- 0.26%
$191.81 - $225.32 $575 - $676
1.15K $219K
C
Citigroup Inc

Financial Services
-104
- 5.09%
$93.93 - $102.87 $9.77K - $10.7K
1.94K $190K
IWD
Ishares Russell 1000 Val ETF

ETFs
-86
- 2.24%
$199.44 - $208.01 $17.2K - $17.9K
3.75K $766K
WFC
Wells Fargo & Company

Financial Services
-53
- 0.6%
$77.62 - $87.3 $4.11K - $4.63K
8.77K $731K
CRM
Salesforce, Inc.

Technology
-31
- 3.07%
$235.69 - $263.41 $7.31K - $8.17K
978 $231K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-43
- 1.78%
$475.68 - $513.11 $20.5K - $22.1K
2.37K $1.2M
Blackrock Inc
-6
- 2.6%
N/A
225 $0
VEA
Vanguard Ftse Developed Market

ETFs
-35
- 0.15%
$59.18 - $62.09 $2.07K - $2.17K
22.7K $1.39M
MAR
Marriott International Inc

Consumer Cyclical
-1
- 0.06%
$259.04 - $291.9 $259 - $292
1.74K $496K
GOOGL
Alphabet Inc.

Communication Services
-202
- 1.55%
$236.57 - $291.31 $47.8K - $58.8K
12.8K $3.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.91K
- 0.53%
$23.02 - $24.23 $136K - $143K
1.11M $26.6M
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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