Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2024) → The Gold Grab of the Century (From Colonial Metals) (Ad) About Benchmark Financial Wealth Advisors, LLCInvestment ActivityBenchmark Financial Wealth Advisors, LLC has $261.72 million in total holdings as of March 31, 2024.Benchmark Financial Wealth Advisors, LLC owns shares of 90 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 7.72% of the portfolio was purchased this quarter.About 2.69% of the portfolio was sold this quarter.This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 79 new stocks and bought additional shares in 53 stocks.Benchmark Financial Wealth Advisors, LLC sold shares of 20 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $32,685,919SPDR S&P 500 ETF Trust $31,568,042Schwab International Equity ETF $30,287,683iShares Core S&P Total U.S. Stock Market ETF $22,856,369Pacer US Cash Cows 100 ETF $12,033,515 Largest New Holdings this Quarter PIMCO Intermediate Municipal Bond Exchange-Traded Fund $1,411,156 HoldingJPMorgan Ultra-Short Income ETF $353,366 HoldingWilliams-Sonoma $328,559 HoldingProcter & Gamble $270,941 HoldingTexas Instruments $251,351 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 57,541 shares (about $3.50M)iShares Russell Top 200 Growth ETF 9,916 shares (about $1.93M)Schwab International Equity ETF 37,808 shares (about $1.48M)Schwab US Dividend Equity ETF 17,787 shares (about $1.43M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 26,895 shares (about $1.41M) Largest Sales this Quarter Utilities Select Sector SPDR Fund 18,959 shares (about $1.24M)iShares Core S&P Small-Cap ETF 6,524 shares (about $721.03K)Invesco S&P 500 Equal Weight ETF 3,242 shares (about $549.09K)Vanguard Total Stock Market ETF 1,382 shares (about $359.18K)iShares Russell 2000 ETF 875 shares (about $184.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Financial Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$32,685,919$359,183 ▼-1.1%125,76312.5%ETFSPYSPDR S&P 500 ETF Trust$31,568,042$1,309,254 ▲4.3%60,35112.1%FinanceSCHFSchwab International Equity ETF$30,287,683$1,475,269 ▲5.1%776,20911.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$22,856,369$161,535 ▲0.7%198,2348.7%ETFCOWZPacer US Cash Cows 100 ETF$12,033,515$1,038,715 ▲9.4%207,0824.6%ETFIJRiShares Core S&P Small-Cap ETF$11,589,575$721,033 ▼-5.9%104,8644.4%ETFXLVHealth Care Select Sector SPDR Fund$10,632,507$546,007 ▲5.4%71,9734.1%ETFIWYiShares Russell Top 200 Growth ETF$8,462,374$1,934,591 ▲29.6%43,3753.2%ETFVOVanguard Mid-Cap ETF$6,958,977$152,162 ▼-2.1%27,8522.7%ETFAAPLApple$6,435,144$93,628 ▲1.5%37,5272.5%Computer and TechnologySCHDSchwab US Dividend Equity ETF$6,408,637$1,434,167 ▲28.8%79,4822.4%ETFNVDANVIDIA$5,957,268$135,536 ▲2.3%6,5932.3%Computer and TechnologyIWMiShares Russell 2000 ETF$5,621,481$184,011 ▼-3.2%26,7312.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$5,150,515$549,095 ▼-9.6%30,4102.0%ETFMSFTMicrosoft$4,520,983$95,081 ▲2.1%10,7461.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$4,464,831$3,495,053 ▲360.4%73,5071.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,330,262$142,432 ▼-3.2%7,7831.7%ETFVEUVanguard FTSE All-World ex-US ETF$4,018,408$35,601 ▼-0.9%68,5151.5%ETFAMZNAmazon.com$3,778,781$75,038 ▼-1.9%20,9491.4%Retail/WholesaleSMMDiShares Russell 2500 ETF$3,531,731$540,497 ▲18.1%53,8291.3%ETFGOOGLAlphabet$1,936,206$36,524 ▲1.9%12,8290.7%Computer and TechnologyIVViShares Core S&P 500 ETF$1,771,402$59,941 ▲3.5%3,3690.7%ETFMETAMeta Platforms$1,587,478$24,281 ▲1.6%3,2690.6%Computer and TechnologyMARMarriott International$1,577,125$96,631 ▼-5.8%6,2510.6%Consumer DiscretionaryEUSAiShares MSCI USA Equal Weighted ETF$1,418,585$93,808 ▼-6.2%15,5910.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,411,156$1,411,156 ▲New Holding26,8950.5%ETFIWFiShares Russell 1000 Growth ETF$1,239,675$12,808 ▲1.0%3,6780.5%ETFIUSGiShares Core S&P U.S. Growth ETF$1,225,965$4,688 ▼-0.4%10,4600.5%ManufacturingXLKTechnology Select Sector SPDR Fund$1,177,638$26,452 ▲2.3%5,6540.4%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$1,062,274$646,965 ▲155.8%35,6710.4%ETFVVisa$975,521$27,633 ▼-2.8%3,4950.4%Business ServicesBXBlackstone$965,671$7,094 ▲0.7%7,3510.4%FinanceBMYBristol-Myers Squibb$896,296$69,630 ▲8.4%16,5280.3%MedicalIXUSiShares Core MSCI Total International Stock ETF$814,844$75,934 ▼-8.5%12,0080.3%ManufacturingBACBank of America$811,244$33,710 ▲4.3%21,3940.3%FinanceHDHome Depot$808,326$15,346 ▼-1.9%2,1070.3%Retail/WholesaleAIGAmerican International Group$721,652$3,361 ▲0.5%9,2320.3%FinanceVOOVanguard S&P 500 ETF$720,497$220,139 ▲44.0%1,4990.3%ETFJEPIJPMorgan Equity Premium Income ETF$713,588$409,186 ▲134.4%12,3330.3%ETFCOSTCostco Wholesale$690,907$57,148 ▲9.0%9430.3%Consumer DefensiveVEAVanguard FTSE Developed Markets Index Fund ETF Shares$689,642$78,818 ▲12.9%13,7460.3%ETFLLYEli Lilly and Company$684,579$47,454 ▲7.4%8800.3%MedicalBRK.BBerkshire Hathaway$659,375$36,165 ▲5.8%1,5680.3%FinanceIWDiShares Russell 1000 Value ETF$655,358$1,075 ▲0.2%3,6590.3%ETFMRKMerck & Co., Inc.$643,427$117,179 ▲22.3%4,8760.2%MedicalQQQInvesco QQQ$620,340$36,856 ▲6.3%1,3970.2%FinanceWMWaste Management$548,454$41,779 ▲8.2%2,5730.2%Business ServicesAVGOBroadcom$535,658$5,304 ▲1.0%4040.2%Computer and TechnologyJPMJPMorgan Chase & Co.$530,068$76,125 ▲16.8%2,6460.2%FinanceWMTWalmart$490,045$347,195 ▲243.0%8,1440.2%Retail/WholesaleRACEFerrari$467,4710.0%1,0720.2%Auto/Tires/TrucksWFCWells Fargo & Company$434,387$25,675 ▲6.3%7,4950.2%FinancePFEPfizer$428,129$201,993 ▲89.3%15,4280.2%MedicalMOAltria Group$426,943$78,253 ▲22.4%9,7880.2%Consumer StaplesGOOGAlphabet$418,563$36,086 ▲9.4%2,7490.2%Computer and TechnologyUNPUnion Pacific$416,501$185,631 ▲80.4%1,6940.2%TransportationAMGNAmgen$384,187$61,140 ▲18.9%1,3510.1%MedicalUNHUnitedHealth Group$383,275$39,564 ▲11.5%7750.1%MedicalJPSTJPMorgan Ultra-Short Income ETF$353,366$353,366 ▲New Holding7,0040.1%ETFCSCOCisco Systems$349,025$60,142 ▲20.8%6,9930.1%Computer and TechnologyBABoeing$340,370$4,052 ▼-1.2%1,7640.1%AerospaceFPAYFlexShopper$333,727$7,450 ▼-2.2%223,9780.1%FinanceKOCoca-Cola$332,288$71,340 ▲27.3%5,4310.1%Consumer StaplesWSMWilliams-Sonoma$328,559$328,559 ▲New Holding1,0350.1%Retail/WholesaleSMHVanEck Semiconductor ETF$305,1960.0%1,3560.1%ManufacturingQCOMQUALCOMM$295,862$31,990 ▲12.1%1,7480.1%Computer and TechnologyABBVAbbVie$291,984$25,136 ▲9.4%1,6030.1%MedicalLOWLowe's Companies$289,202$9,683 ▲3.5%1,1350.1%Retail/WholesaleVTVVanguard Value ETF$288,693$1,628 ▲0.6%1,7730.1%ETFCRWDCrowdStrike$285,005$27,250 ▼-8.7%8890.1%Computer and TechnologyMCDMcDonald's$277,597$54,392 ▲24.4%9850.1%Retail/WholesalePGProcter & Gamble$270,941$270,941 ▲New Holding1,6700.1%Consumer StaplesGLDSPDR Gold Shares$270,728$411 ▲0.2%1,3160.1%FinanceGLWCorning$268,608$2,307 ▲0.9%8,1500.1%Computer and TechnologyTXNTexas Instruments$251,351$251,351 ▲New Holding1,4430.1%Computer and TechnologyIUSViShares Core S&P U.S. Value ETF$248,763$127,682 ▼-33.9%2,7510.1%ManufacturingPMPhilip Morris International$245,587$36,013 ▲17.2%2,6800.1%Consumer StaplesPKGPackaging Co. of America$243,064$243,064 ▲New Holding1,2810.1%Industrial ProductsJNJJohnson & Johnson$242,684$242,684 ▲New Holding1,5340.1%MedicalCMGChipotle Mexican Grill$229,635$229,635 ▲New Holding790.1%Retail/WholesaleNVONovo Nordisk A/S$226,752$59,705 ▼-20.8%1,7660.1%MedicalVZVerizon Communications$224,462$224,462 ▲New Holding5,3490.1%Computer and TechnologyMAMastercard$218,431$218,431 ▲New Holding4540.1%Business ServicesVGTVanguard Information Technology ETF$217,906$524 ▲0.2%4160.1%ETFXOMExxon Mobil$217,298$217,298 ▲New Holding1,8690.1%Oils/EnergyDHRDanaher$213,724$213,724 ▲New Holding8560.1%Multi-Sector ConglomeratesXTiShares Exponential Technologies ETF$209,9010.0%3,5210.1%ManufacturingCVSCVS Health$209,289$209,289 ▲New Holding2,6240.1%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$204,500$1,244,660 ▼-85.9%3,1150.1%ETFMDLZMondelez International$201,636$201,636 ▲New Holding2,8810.1%Consumer StaplesFUTYFidelity MSCI Utilities Index ETF$0$1,774,679 ▼-100.0%00.0%ETFLVHDFranklin U.S. Low Volatility High Dividend Index ETF$0$722,892 ▼-100.0%00.0%ManufacturingWSOWatsco$0$535,588 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. 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