Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Benchmark Financial Wealth Advisors, LLCInvestment ActivityBenchmark Financial Wealth Advisors, LLC has $312.04 million in total holdings as of December 31, 2024.Benchmark Financial Wealth Advisors, LLC owns shares of 100 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 12.72% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 100 new stocks and bought additional shares in 52 stocks.Benchmark Financial Wealth Advisors, LLC sold shares of 35 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $45,563,356Vanguard Total Stock Market ETF $33,090,386Schwab International Equity ETF $28,634,833iShares Core S&P Total U.S. Stock Market ETF $23,466,507Pacer US Cash Cows 100 ETF $15,259,368 Largest New Holdings this Quarter Fidelity Total Bond ETF $1,503,398 HoldingVanguard Dividend Appreciation ETF $959,855 HoldingWatsco $909,395 HoldingFinancial Select Sector SPDR Fund $801,051 HoldingPacer Metaurus US Large Cap Dividend Multiplier 400 ETF $457,570 Holding Largest Purchases this Quarter Schwab International Equity ETF 781,458 shares (about $14.46M)Schwab US Dividend Equity ETF 220,648 shares (about $6.03M)SPDR S&P 500 ETF Trust 6,655 shares (about $3.90M)Fidelity Total Bond ETF 33,506 shares (about $1.50M)iShares Russell Top 200 Growth ETF 5,913 shares (about $1.39M) Largest Sales this Quarter Health Care Select Sector SPDR Fund 7,735 shares (about $1.06M)Vanguard Total Stock Market ETF 3,461 shares (about $1.00M)NVIDIA 4,151 shares (about $557.44K)iShares Core S&P Small-Cap ETF 2,860 shares (about $329.53K)Merck & Co., Inc. 2,235 shares (about $222.31K) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$45,563,356$3,900,340 ▲9.4%77,74314.6%FinanceVTIVanguard Total Stock Market ETF$33,090,386$1,003,029 ▼-2.9%114,18010.6%ETFSCHFSchwab International Equity ETF$28,634,833$14,456,971 ▲102.0%1,547,8299.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$23,466,507$169,907 ▼-0.7%182,4487.5%ETFCOWZPacer US Cash Cows 100 ETF$15,259,368$1,372,859 ▲9.9%270,1734.9%ETFIWYiShares Russell Top 200 Growth ETF$14,200,604$1,391,146 ▲10.9%60,3594.6%ETFIJRiShares Core S&P Small-Cap ETF$10,900,831$329,529 ▼-2.9%94,6093.5%ETFXLVHealth Care Select Sector SPDR Fund$10,123,854$1,064,098 ▼-9.5%73,5913.2%ETFAAPLApple$9,557,241$244,409 ▲2.6%38,1653.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$8,796,288$6,028,112 ▲217.8%321,9722.8%ETFNVDANVIDIA$8,681,418$557,436 ▼-6.0%64,6472.8%Computer and TechnologyVOVanguard Mid-Cap ETF$7,102,170$163,760 ▲2.4%26,8892.3%ETFIWMiShares Russell 2000 ETF$5,704,884$45,959 ▼-0.8%25,8191.8%FinanceRSPInvesco S&P 500 Equal Weight ETF$5,307,673$122,310 ▼-2.3%30,2901.7%ETFMSFTMicrosoft$4,962,888$71,657 ▲1.5%11,7741.6%Computer and TechnologySMMDiShares Russell 2500 ETF$4,839,457$332,386 ▲7.4%71,1681.6%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,805,703$218,726 ▲4.8%8,4371.5%ETFAMZNAmazon.com$4,387,581$116,277 ▼-2.6%19,9991.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$4,254,634$43,368 ▼-1.0%68,2821.4%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,769,400$1,258,174 ▲50.1%72,8671.2%ETFVEUVanguard FTSE All-World ex-US ETF$3,278,226$82,326 ▲2.6%57,1021.1%ETFIVViShares Core S&P 500 ETF$3,021,912$1,278,705 ▲73.4%5,1331.0%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$2,760,561$857,062 ▲45.0%90,4510.9%ETFGOOGLAlphabet$2,335,401$8,140 ▲0.3%12,3370.7%Computer and TechnologyMETAMeta Platforms$2,050,082$6,441 ▲0.3%3,5010.7%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$1,699,585$14,056 ▲0.8%4,2320.5%ETFFBNDFidelity Total Bond ETF$1,503,398$1,503,398 ▲New Holding33,5060.5%ETFIUSGiShares Core S&P U.S. Growth ETF$1,482,108$2,369 ▲0.2%10,6360.5%ManufacturingAVGOBroadcom$1,481,757$8,578 ▲0.6%6,3910.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,420,196$670,910 ▲89.5%29,6990.5%ETFMARMarriott International$1,392,726$160,667 ▼-10.3%4,9930.4%Consumer DiscretionaryEUSAiShares MSCI USA Equal Weighted ETF$1,388,446$23,935 ▼-1.7%14,5600.4%ETFXLKTechnology Select Sector SPDR Fund$1,322,916$77,901 ▼-5.6%5,6890.4%ETFBXBlackstone$1,290,717$6,552 ▲0.5%7,4860.4%FinanceJEPIJPMorgan Equity Premium Income ETF$1,267,392$199,803 ▲18.7%22,0300.4%ETFBMYBristol-Myers Squibb$1,173,236$67,477 ▲6.1%20,7430.4%MedicalQQQInvesco QQQ$1,103,809$76,178 ▲7.4%2,1590.4%FinanceVIGVanguard Dividend Appreciation ETF$959,855$959,855 ▲New Holding4,9010.3%ETFVVisa$951,573$3,476 ▼-0.4%3,0110.3%Business ServicesVOOVanguard S&P 500 ETF$947,766$102,913 ▲12.2%1,7590.3%ETFBACBank of America$930,215$73,090 ▲8.5%21,1650.3%FinanceJPMJPMorgan Chase & Co.$921,846$16,059 ▲1.8%3,8460.3%FinanceWSOWatsco$909,395$909,395 ▲New Holding1,9190.3%ConstructionCOSTCostco Wholesale$845,073$917 ▲0.1%9220.3%Retail/WholesaleWMTWalmart$837,713$69,840 ▼-7.7%9,2720.3%Retail/WholesaleBRK.BBerkshire Hathaway$806,9150.0%1,7800.3%FinanceXLFFinancial Select Sector SPDR Fund$801,051$801,051 ▲New Holding16,5750.3%ETFHDHome Depot$767,982$21,398 ▼-2.7%1,9740.2%Retail/WholesaleMOAltria Group$715,020$47,584 ▲7.1%13,6740.2%Consumer StaplesIWDiShares Russell 1000 Value ETF$714,995$2,036 ▼-0.3%3,8620.2%ETFLLYEli Lilly and Company$662,278$10,035 ▼-1.5%8580.2%MedicalCSCOCisco Systems$610,320$54,703 ▲9.8%10,3090.2%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$584,596$64,774 ▲12.5%7,1660.2%SHSUNHUnitedHealth Group$572,772$3,036 ▲0.5%1,1320.2%MedicalGOOGAlphabet$568,621$103,974 ▼-15.5%2,9860.2%Computer and TechnologyABBVAbbVie$545,634$48,327 ▲9.7%3,0710.2%MedicalWFCWells Fargo & Company$543,011$2,810 ▲0.5%7,7310.2%FinanceWSMWilliams-Sonoma$515,304$5,370 ▼-1.0%2,7830.2%Retail/WholesaleWMWaste Management$509,367$21,594 ▼-4.1%2,5240.2%Business ServicesPKGPackaging Co. of America$486,150$26,796 ▲5.8%2,1590.2%Industrial ProductsMRKMerck & Co., Inc.$467,806$222,315 ▼-32.2%4,7030.1%MedicalQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$457,570$457,570 ▲New Holding11,9190.1%ETFAIGAmerican International Group$455,640$215,918 ▼-32.2%6,2590.1%FinanceRACEFerrari$419,376$38,241 ▼-8.4%9870.1%Auto/Tires/TrucksPFEPfizer$416,047$11,514 ▲2.8%15,6820.1%MedicalGLWCorning$405,172$2,281 ▲0.6%8,5260.1%Computer and TechnologyKOCoca-Cola$403,230$6,910 ▼-1.7%6,4770.1%Consumer StaplesGRMNGarmin$402,497$25,169 ▲6.7%1,9510.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$382,392$54,098 ▼-12.4%5,7820.1%ManufacturingTXNTexas Instruments$359,213$32,622 ▲10.0%1,9160.1%Computer and TechnologyVBVanguard Small-Cap ETF$349,696$130,505 ▲59.5%1,4550.1%ETFUNPUnion Pacific$347,187$29,655 ▼-7.9%1,5220.1%TransportationGENGenesis Healthcare$346,130$20,617 ▲6.3%12,6420.1%Business ServicesVZVerizon Communications$345,346$41,709 ▲13.7%8,6360.1%Computer and TechnologyPMPhilip Morris International$312,258$3,490 ▲1.1%2,5950.1%Consumer StaplesFIDELITY ETHEREUM FD$311,640$311,640 ▲New Holding9,3280.1%SHSPGProcter & Gamble$301,913$5,197 ▼-1.7%1,8010.1%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$301,187$301,187 ▲New Holding5,9800.1%ETFGLDSPDR Gold Shares$293,946$9,685 ▼-3.2%1,2140.1%FinanceCMGChipotle Mexican Grill$280,044$2,412 ▼-0.9%4,6440.1%Retail/WholesaleCRWDCrowdStrike$277,684$221,600 ▼-44.4%8120.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$275,257$275,257 ▲New Holding3,6400.1%CL AMCDMcDonald's$270,205$11,887 ▼-4.2%9320.1%Retail/WholesaleMMCMarsh & McLennan Companies$266,057$849 ▲0.3%1,2530.1%FinanceVTVVanguard Value ETF$260,719$1,524 ▲0.6%1,5400.1%ETFQCOMQUALCOMM$248,085$1,383 ▲0.6%1,6150.1%Computer and TechnologyORCLOracle$246,074$123,787 ▼-33.5%1,4770.1%Computer and TechnologyLMTLockheed Martin$243,122$82,175 ▼-25.3%5000.1%AerospaceXLUUtilities Select Sector SPDR Fund$235,7740.0%3,1150.1%ETFXOMExxon Mobil$232,628$28,608 ▲14.0%2,1630.1%Oils/EnergyCALFPacer US Small Cap Cash Cows 100 ETF$231,489$34,151 ▲17.3%5,2600.1%ETFCOINCoinbase Global$222,973$222,973 ▲New Holding8980.1%Business ServicesNOBLProShares S&P 500 Aristocrats ETF$213,612$213,612 ▲New Holding2,1460.1%ETFSMHVanEck Semiconductor ETF$212,004$3,634 ▲1.7%8750.1%ManufacturingXTiShares Exponential Technologies ETF$211,395$776 ▲0.4%3,5430.1%ManufacturingACNAccenture$205,642$4,921 ▲2.5%5850.1%Computer and TechnologyADPAutomatic Data Processing$201,905$16,679 ▼-7.6%6900.1%Business ServicesDSIiShares MSCI KLD 400 Social ETF$201,241$201,241 ▲New Holding1,8250.1%ETFAMGNAmgen$200,781$102,216 ▼-33.7%7700.1%MedicalFFord Motor$132,822$18,751 ▲16.4%13,4160.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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