The Analysis of Benchmark Financial Wealth Advisors, LLC's Holdings
Currently, Benchmark Financial Wealth Advisors, LLC holds 126 types of securities in its portfolio with a total value $348.4M. In the most recent quarter, they have increased their positions in DBND (+77.6K shares, valued at $3.6M), MUNI (+66.8K shares, valued at $3.5M), NVDA (+12.8K shares, valued at $2.4M); decreased their positions in N/A (-8.7K shares, valued at $1.7M), SPY (-2.1K shares, valued at $1.5M), COWZ (-21.4K shares, valued at $1.3M); initiated new positions in GRNY (+71.0K shares, valued at $1.8M), DIVO (+34.0K shares, valued at $1.5M), DHR (+1.1K shares, valued at $259.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR46.4K shares-4.39%2025-12-312026-01-27
VTI VANGUARD INDEX FDS85.4K shares-2.86%2025-12-312026-01-27 SCHF SCHWAB STRATEGIC TR1.1M shares-0.53%2025-12-312026-01-27 DBND DOUBLELINE ETF TRUST492.4K shares18.70%2025-12-312026-01-27 ITOT ISHARES TR122.3K shares-1.88%2025-12-312026-01-27 NVDA NVIDIA CORPORATION71.4K shares21.89%2025-12-312026-01-27 COWZ PACER FDS TR211.4K shares-9.18%2025-12-312026-01-27 IWY ISHARES TR42.1K shares-2.13%2025-12-312026-01-27 IVV ISHARES TR13.1K shares22.61%2025-12-312026-01-27 IJR ISHARES TR74.5K shares-0.34%2025-12-312026-01-27 XLF SELECT SECTOR SPDR TR152.4K shares-4.80%2025-12-312026-01-27 AAPL APPLE INC30.7K shares2.33%2025-12-312026-01-27 DBEF DBX ETF TR166.2K shares11.48%2025-12-312026-01-27 SCHD SCHWAB STRATEGIC TR269.6K shares-2.38%2025-12-312026-01-27 MUNI PIMCO ETF TR139.1K shares92.53%2025-12-312026-01-27 SMMD ISHARES TR78.1K shares5.00%2025-12-312026-01-27 MSFT MICROSOFT CORP11.3K shares5.67%2025-12-312026-01-27 LVHI LEGG MASON ETF INVT136.9K shares5.61%2025-12-312026-01-27 VO VANGUARD INDEX FDS17.3K shares-1.09%2025-12-312026-01-27 IWM ISHARES TR19.5K shares-7.88%2025-12-312026-01-27 MDY SPDR S&P MIDCAP 400 ETF TR6.7K shares-3.05%2025-12-312026-01-27 ALPHABET INC ALPHABET INC12.8K shares-1.55%2025-12-312026-01-27 AMZN AMAZON COM INC17.2K shares-9.35%2025-12-312026-01-27 VEU VANGUARD INTL EQUITY INDEX F53.1K shares1.79%2025-12-312026-01-27 IJH ISHARES TR57.7K shares0.85%2025-12-312026-01-27 KBE SPDR SERIES TRUST49.7K shares-2.90%2025-12-312026-01-27 META META PLATFORMS INC3.7K shares1.10%2025-12-312026-01-27 BROADCOM INC BROADCOM INC6.0K shares-5.47%2025-12-312026-01-27 QDPL PACER FDS TR45.8K shares3.26%2025-12-312026-01-27 JPM JPMORGAN CHASE & CO.5.6K shares9.63%2025-12-312026-01-27 GRNY TIDAL TRUST I71.0K sharesnew addition2025-12-312026-01-27 IWF ISHARES TR3.4K shares-7.58%2025-12-312026-01-27 DIVO AMPLIFY ETF TR34.0K sharesnew addition2025-12-312026-01-27 VEA VANGUARD TAX-MANAGED FDS22.7K shares-0.15%2025-12-312026-01-27 IUSG ISHARES TR8.3K shares-3.88%2025-12-312026-01-27 FBTC FIDELITY WISE ORIGIN BITCOIN17.3K shares4.95%2025-12-312026-01-27 EUSA ISHARES INC12.6K shares0.54%2025-12-312026-01-27 BMY BRISTOL-MYERS SQUIBB CO24.0K shares0.94%2025-12-312026-01-27 ALPHABET INC ALPHABET INC4.0K shares0.33%2025-12-312026-01-27 V VISA INC3.5K shares6.35%2025-12-312026-01-27 IWB ISHARES TR3.1K shares-6.57%2025-12-312026-01-27 XLK SELECT SECTOR SPDR TR7.9K shares104.38%2025-12-312026-01-27 MO ALTRIA GROUP INC17.3K shares10.71%2025-12-312026-01-27 COST COSTCO WHSL CORP NEW1.1K shares20.26%2025-12-312026-01-27 UNH UNITEDHEALTH GROUP INC2.9K shares8.56%2025-12-312026-01-27 WMT WALMART INC8.6K shares0.33%2025-12-312026-01-27 LLY ELI LILLY & CO879 shares0.57%2025-12-312026-01-27 JEPI J P MORGAN EXCHANGE TRADED F16.1K shares-17.87%2025-12-312026-01-27 BAC BANK AMERICA CORP15.7K shares-27.20%2025-12-312026-01-27 CSCO CISCO SYS INC11.0K shares5.00%2025-12-312026-01-27 WFC WELLS FARGO CO NEW8.8K shares-0.60%2025-12-312026-01-27 IWD ISHARES TR3.7K shares-2.24%2025-12-312026-01-27 TSLA TESLA INC1.7K shares69.12%2025-12-312026-01-27 FNCL FIDELITY COVINGTON TRUST9.7K shares10.83%2025-12-312026-01-27 ABBV ABBVIE INC3.3K shares5.36%2025-12-312026-01-27 FBND FIDELITY MERRIMACK STR TR15.8K shares13.95%2025-12-312026-01-27 GLW CORNING INC8.2K shares0.72%2025-12-312026-01-27 GLD SPDR GOLD TR1.5K shares23.54%2025-12-312026-01-27 GS GOLDMAN SACHS GROUP INC665 shares9.20%2025-12-312026-01-27 VB VANGUARD INDEX FDS2.1K shares2.97%2025-12-312026-01-27 AIG AMERICAN INTL GROUP INC6.5K shares0.78%2025-12-312026-01-27 RY ROYAL BK CDA3.2K shares0.00%2025-12-312026-01-27 HD HOME DEPOT INC1.6K shares-4.66%2025-12-312026-01-27 MAR MARRIOTT INTL INC NEW1.7K shares-0.06%2025-12-312026-01-27 IBIT ISHARES BITCOIN TRUST ETF10.5K shares22.51%2025-12-312026-01-27 PLTR PALANTIR TECHNOLOGIES INC2.9K shares1.42%2025-12-312026-01-27 KO COCA COLA CO7.4K shares3.48%2025-12-312026-01-27 NFLX NETFLIX INC5.2K shares882.42%2025-12-312026-01-27 PKG PACKAGING CORP AMER2.3K shares2.09%2025-12-312026-01-27 WM WASTE MGMT INC DEL2.2K shares0.18%2025-12-312026-01-27 VZ VERIZON COMMUNICATIONS INC11.8K shares10.64%2025-12-312026-01-27 WSM WILLIAMS SONOMA INC2.7K shares0.34%2025-12-312026-01-27 IXUS ISHARES TR5.5K shares0.99%2025-12-312026-01-27 ASML ASML HOLDING N V434 shares59.56%2025-12-312026-01-27 NOBL PROSHARES TR4.4K shares-51.91%2025-12-312026-01-27 AMGN AMGEN INC1.3K shares55.67%2025-12-312026-01-27 PFE PFIZER INC16.7K shares-11.62%2025-12-312026-01-27 MA MASTERCARD INCORPORATED695 shares-2.11%2025-12-312026-01-27 PM PHILIP MORRIS INTL INC2.5K shares-3.86%2025-12-312026-01-27 GRMN GARMIN LTD1.9K shares0.22%2025-12-312026-01-27 XLU SELECT SECTOR SPDR TR8.7K shares100.44%2025-12-312026-01-27 CRWD CROWDSTRIKE HLDGS INC778 shares0.00%2025-12-312026-01-27 JPST J P MORGAN EXCHANGE TRADED F7.0K shares8.97%2025-12-312026-01-27 CVX CHEVRON CORP NEW2.3K shares12.43%2025-12-312026-01-27 LMT LOCKHEED MARTIN CORP708 shares6.47%2025-12-312026-01-27 SMH VANECK ETF TRUST922 shares7.71%2025-12-312026-01-27 VTV VANGUARD INDEX FDS1.7K shares16.08%2025-12-312026-01-27 UNP UNION PAC CORP1.4K shares-7.14%2025-12-312026-01-27 TSM TAIWAN SEMICONDUCTOR MFG LTD998 shares5.72%2025-12-312026-01-27 ORCL ORACLE CORP1.4K shares-33.03%2025-12-312026-01-27 TXN TEXAS INSTRS INC1.5K shares-8.51%2025-12-312026-01-27 CAT CATERPILLAR INC454 shares1.11%2025-12-312026-01-27 DHR DANAHER CORPORATION1.1K sharesnew addition2025-12-312026-01-27 CRM SALESFORCE INC978 shares-3.07%2025-12-312026-01-27 F FORD MTR CO19.7K shares4.31%2025-12-312026-01-27 BA BOEING CO1.1K shares-0.26%2025-12-312026-01-27 GE AEROSPACE GE AEROSPACE792 sharesnew addition2025-12-312026-01-27 ADX ADAMS DIVERSIFIED EQUITY FD10.2K shares2.01%2025-12-312026-01-27 MCD MCDONALDS CORP776 shares1.97%2025-12-312026-01-27 RACE FERRARI N V636 shares-13.82%2025-12-312026-01-27 RTX RTX CORPORATION1.3K shares1.67%2025-12-312026-01-27 XOM EXXON MOBIL CORP1.9K shares2.17%2025-12-312026-01-27 XT ISHARES TR3.3K shares7.71%2025-12-312026-01-27 JNJ JOHNSON & JOHNSON1.1K shares1.64%2025-12-312026-01-27 QCOM QUALCOMM INC1.3K shares1.83%2025-12-312026-01-27 NVS NOVARTIS AG1.6K shares0.00%2025-12-312026-01-27 HYG ISHARES TR2.8K sharesnew addition2025-12-312026-01-27 IWR ISHARES TR2.3K shares0.39%2025-12-312026-01-27 SPYV SPDR SERIES TRUST3.9K shares0.57%2025-12-312026-01-27 MMC MARSH & MCLENNAN COS INC1.2K shares0.26%2025-12-312026-01-27 LINDE PLC LINDE PLC482 sharesnew addition2025-12-312026-01-27 KRE SPDR SERIES TRUST3.2K sharesnew addition2025-12-312026-01-27 MP MP MATERIALS CORP4.0K sharesnew addition2025-12-312026-01-27 IBM INTERNATIONAL BUSINESS MACHS681 shares-20.16%2025-12-312026-01-27 VRME VERIFYME INC37.1K shares0.00%2025-12-312026-01-27 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available