Benchmark Financial Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Benchmark Financial Wealth Advisors, LLCInvestment ActivityBenchmark Financial Wealth Advisors, LLC has $264.86 million in total holdings as of March 31, 2025.Benchmark Financial Wealth Advisors, LLC owns shares of 98 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 12.05% of the portfolio was purchased this quarter.About 25.24% of the portfolio was sold this quarter.This quarter, Benchmark Financial Wealth Advisors, LLC has purchased 100 new stocks and bought additional shares in 37 stocks.Benchmark Financial Wealth Advisors, LLC sold shares of 48 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $32,759,439Vanguard Total Stock Market ETF $25,572,154Schwab International Equity ETF $23,617,695iShares Core S&P Total U.S. Stock Market ETF $15,983,809DoubleLine Opportunistic Bond ETF $15,713,974 Largest New Holdings this Quarter 25861R105 - DoubleLine Opportunistic Bond ETF $15,713,974 Holding78464A698 - SPDR S&P Regional Banking ETF $1,626,528 Holding464288778 - iShares U.S. Regional Banks ETF $1,153,300 Holding464287622 - iShares Russell 1000 ETF $477,858 Holding166764100 - Chevron $298,211 Holding Largest Purchases this Quarter DoubleLine Opportunistic Bond ETF 340,350 shares (about $15.71M)Financial Select Sector SPDR Fund 138,372 shares (about $6.89M)iShares Core S&P 500 ETF 2,979 shares (about $1.67M)SPDR S&P Regional Banking ETF 28,611 shares (about $1.63M)iShares U.S. Regional Banks ETF 24,733 shares (about $1.15M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 19,180 shares (about $10.73M)Schwab International Equity ETF 353,810 shares (about $7.00M)iShares Core S&P Total U.S. Stock Market ETF 51,444 shares (about $6.28M)Vanguard Total Stock Market ETF 21,136 shares (about $5.81M)iShares Russell Top 200 Growth ETF 14,311 shares (about $3.02M) 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$32,759,439$10,729,062 ▼-24.7%58,56312.4%FinanceVTIVanguard Total Stock Market ETF$25,572,154$5,809,005 ▼-18.5%93,0449.7%ETFSCHFSchwab International Equity ETF$23,617,695$6,998,362 ▼-22.9%1,194,0198.9%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$15,983,809$6,276,687 ▼-28.2%131,0046.0%ETFDBNDDoubleLine Opportunistic Bond ETF$15,713,974$15,713,974 ▲New Holding340,3505.9%ETFCOWZPacer US Cash Cows 100 ETF$12,221,006$2,573,665 ▼-17.4%223,1744.6%ETFIWYiShares Russell Top 200 Growth ETF$9,713,328$3,018,751 ▼-23.7%46,0483.7%ETFXLFFinancial Select Sector SPDR Fund$7,717,923$6,892,321 ▲834.8%154,9472.9%ETFIJRiShares Core S&P Small-Cap ETF$7,641,487$2,251,820 ▼-22.8%73,0752.9%ETFSCHDSchwab US Dividend Equity ETF$7,593,892$1,408,459 ▼-15.6%271,5982.9%ETFAAPLApple$6,331,718$2,145,743 ▼-25.3%28,5052.4%Computer and TechnologyNVDANVIDIA$5,972,620$1,033,839 ▼-14.8%55,1082.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$5,260,284$13,165 ▲0.3%30,3662.0%ETFVOVanguard Mid-Cap ETF$4,668,647$2,285,444 ▼-32.9%18,0521.8%ETFIVViShares Core S&P 500 ETF$4,558,070$1,673,877 ▲58.0%8,1121.7%ETFIWMiShares Russell 2000 ETF$4,216,739$933,795 ▼-18.1%21,1381.6%FinanceMSFTMicrosoft$4,102,688$317,208 ▼-7.2%10,9291.5%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$4,008,595$492,405 ▼-10.9%7,5141.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,828,957$72,685 ▲1.9%74,2771.4%ETFSMMDiShares Russell 2500 ETF$3,735,845$715,023 ▼-16.1%59,7351.4%ETFAMZNAmazon.com$3,586,745$218,226 ▼-5.7%18,8521.4%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$3,325,312$658,947 ▼-16.5%56,9891.3%ETFVEUVanguard FTSE All-World ex-US ETF$3,149,175$314,645 ▼-9.1%51,9151.2%ETFLVHIFranklin International Low Volatility High Dividend Index ETF$2,840,452$87,431 ▼-3.0%87,7501.1%ETFMETAMeta Platforms$2,088,430$70,325 ▲3.5%3,6230.8%Computer and TechnologyGOOGLAlphabet$1,942,607$34,794 ▲1.8%12,5620.7%Computer and TechnologyKRESPDR S&P Regional Banking ETF$1,626,528$1,626,528 ▲New Holding28,6110.6%ETFIWFiShares Russell 1000 Growth ETF$1,383,282$144,791 ▼-9.5%3,8310.5%ETFJEPIJPMorgan Equity Premium Income ETF$1,376,398$117,595 ▲9.3%24,0880.5%ETFBMYBristol-Myers Squibb$1,376,323$111,187 ▲8.8%22,5660.5%MedicalEUSAiShares MSCI USA Equal Weighted ETF$1,177,031$185,689 ▼-13.6%12,5760.4%ETFIATiShares U.S. Regional Banks ETF$1,153,300$1,153,300 ▲New Holding24,7330.4%ETFVOOVanguard S&P 500 ETF$1,149,397$245,602 ▲27.2%2,2370.4%ETFAVGOBroadcom$1,136,434$66,465 ▲6.2%6,7880.4%Computer and TechnologyVVisa$1,088,616$33,296 ▲3.2%3,1060.4%Business ServicesIUSGiShares Core S&P U.S. Growth ETF$1,079,635$271,942 ▼-20.1%8,4960.4%ManufacturingBXBlackstone$1,056,934$10,484 ▲1.0%7,5610.4%FinanceQDPLPacer Metaurus US Large Cap Dividend Multiplier 400 ETF$1,047,424$612,145 ▲140.6%28,6810.4%ETFVEAVanguard FTSE Developed Markets ETF$1,042,596$467,036 ▼-30.9%20,5110.4%ETFBRK.BBerkshire Hathaway$1,025,839$77,763 ▲8.2%1,9260.4%FinanceJPMJPMorgan Chase & Co.$1,015,076$71,629 ▲7.6%4,1380.4%FinanceMOAltria Group$891,277$70,582 ▲8.6%14,8500.3%Consumer StaplesCOSTCostco Wholesale$867,135$4,728 ▼-0.5%9170.3%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$837,941$336,787 ▼-28.7%4,0580.3%ETFBACBank of America$804,373$78,827 ▼-8.9%19,2760.3%FinanceQQQInvesco QQQ$768,496$243,818 ▼-24.1%1,6390.3%FinanceCSCOCisco Systems$733,979$97,810 ▲15.4%11,8940.3%Computer and TechnologyLLYEli Lilly and Company$731,206$22,308 ▲3.1%8850.3%MedicalIWDiShares Russell 1000 Value ETF$728,372$1,693 ▲0.2%3,8710.3%ETFHDHome Depot$707,306$16,125 ▼-2.2%1,9300.3%Retail/WholesaleFIDELITY WISE ORIGIN BITCOIN$689,087$173,369 ▲33.6%9,5750.3%SHSWMTWalmart$636,461$177,507 ▼-21.8%7,2500.2%Retail/WholesaleABBVAbbVie$632,104$11,314 ▼-1.8%3,0170.2%MedicalFBNDFidelity Total Bond ETF$570,468$959,027 ▼-62.7%12,4970.2%ETFAIGAmerican International Group$548,055$3,912 ▲0.7%6,3040.2%FinanceWFCWells Fargo & Company$539,263$15,721 ▼-2.8%7,5120.2%FinanceUNHUnitedHealth Group$532,895$60,259 ▼-10.2%1,0170.2%MedicalWMWaste Management$532,248$52,090 ▼-8.9%2,2990.2%Business ServicesKOCoca-Cola$491,141$27,286 ▲5.9%6,8580.2%Consumer StaplesVBVanguard Small-Cap ETF$483,761$161,180 ▲50.0%2,1820.2%ETFIWBiShares Russell 1000 ETF$477,858$477,858 ▲New Holding1,5580.2%ETFPFEPfizer$476,277$78,885 ▲19.9%18,7950.2%MedicalGOOGAlphabet$468,834$2,343 ▲0.5%3,0010.2%Computer and TechnologyVZVerizon Communications$466,575$74,844 ▲19.1%10,2860.2%Computer and TechnologyPKGPackaging Co. of America$444,527$17,029 ▲4.0%2,2450.2%IndustrialsWSMWilliams-Sonoma$441,086$1,107 ▲0.3%2,7900.2%Retail/WholesaleGRMNGarmin$425,844$2,172 ▲0.5%1,9610.2%Computer and TechnologyTXNTexas Instruments$416,033$71,705 ▲20.8%2,3150.2%Computer and TechnologyMARMarriott International$404,766$784,755 ▼-66.0%1,6990.2%Consumer DiscretionaryPMPhilip Morris International$398,671$13,173 ▼-3.2%2,5120.2%Consumer StaplesIXUSiShares Core MSCI Total International Stock ETF$375,203$28,411 ▼-7.0%5,3750.1%ManufacturingGLWCorning$368,658$21,653 ▼-5.5%8,0530.1%Computer and TechnologyUNPUnion Pacific$353,171$6,378 ▼-1.8%1,4950.1%TransportationGLDSPDR Gold Shares$349,8020.0%1,2140.1%FinanceCRWDCrowdStrike$341,255$54,996 ▲19.2%9680.1%Computer and TechnologyGENGenesis Healthcare$322,429$13,084 ▼-3.9%12,1490.1%Business ServicesMRKMerck & Co., Inc.$318,602$103,597 ▼-24.5%3,5490.1%MedicalRACEFerrari$314,324$107,768 ▼-25.5%7350.1%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$309,953$2,701 ▲0.9%3,6720.1%CL AJPSTJPMorgan Ultra-Short Income ETF$306,242$3,493 ▲1.2%6,0490.1%ETFCVXChevron$298,211$298,211 ▲New Holding1,7830.1%EnergyPGProcter & Gamble$296,234$10,738 ▼-3.5%1,7380.1%Consumer StaplesLMTLockheed Martin$293,878$70,566 ▲31.6%6580.1%AerospaceMMCMarsh & McLennan Companies$289,939$15,864 ▼-5.2%1,1880.1%FinanceNFLXNetflix$286,298$286,298 ▲New Holding3070.1%Consumer DiscretionaryMAMastercard$271,850$271,850 ▲New Holding4960.1%Business ServicesLAM RESEARCH CORP$268,074$268,074 ▲New Holding3,6870.1%COM NEWCRMSalesforce$254,010$254,010 ▲New Holding9470.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$245,6180.0%3,1150.1%ETFAMGNAmgen$240,927$935 ▲0.4%7730.1%MedicalBLACKROCK INC$232,812$232,812 ▲New Holding2460.1%COMACNAccenture$230,860$48,356 ▲26.5%7400.1%Computer and TechnologyVTVVanguard Value ETF$230,456$35,588 ▼-13.4%1,3340.1%ETFMCDMcDonald's$229,154$61,815 ▼-21.2%7340.1%Retail/WholesaleCMGChipotle Mexican Grill$218,020$15,164 ▼-6.5%4,3420.1%Retail/WholesaleXOMExxon Mobil$211,199$46,021 ▼-17.9%1,7760.1%EnergyIBMInternational Business Machines$202,845$202,845 ▲New Holding8160.1%Computer and TechnologyFFord Motor$168,834$34,272 ▲25.5%16,8330.1%Auto/Tires/TrucksXLVHealth Care Select Sector SPDR Fund$0$10,123,854 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$959,855 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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