Filer Name: BENCHMARK FINANCIAL WEALTH ADVISORS, LLC
CIK: 1757706
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 100
Portfolio Value: $0.31B

Benchmark Financial Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 77,743 $46M 14.60% 9.4% -
VTI US VANGUARD TOTAL STOCK MKT ETF 114,180 $33M 10.60% -2.9% -
SCHF US SCHWAB INTL EQUITY ETF 1,547,829 $29M 9.18% 102.0% -
ITOT US ISHARES CORE S&P TOTAL U.S. 182,448 $23M 7.52% -0.7% -
COWZ US PACER US CASH COWS 100 ETF 270,173 $15M 4.89% 9.9% -
IWY US ISHARES RUSSELL TOP 200 GROW 60,359 $14M 4.55% 10.9% -
IJR US ISHARES CORE S&P SMALL-CAP E 94,609 $11M 3.49% -2.9% -
XLV US HEALTH CARE SELECT SECTOR 73,591 $10M 3.24% -9.5% -
AAPL US APPLE INC 38,165 $10M 3.06% 2.6% -
SCHD US SCHWAB US DVD EQUITY ETF 321,972 $9M 2.82% 217.8% -
NVDA US NVIDIA CORP 64,647 $9M 2.78% -6.0% -
VO US VANGUARD MID-CAP ETF 26,889 $7M 2.28% 2.4% -
IWM US ISHARES RUSSELL 2000 ETF 25,819 $6M 1.83% -0.8% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 30,290 $5M 1.70% -2.3% -
MSFT US MICROSOFT CORP 11,774 $5M 1.59% 1.5% -
SMMD US ISHARES RUSSELL 2500 ETF 71,168 $5M 1.55% 7.4% -
MDY US SPDR S&P MIDCAP 400 ETF TRST 8,437 $5M 1.54% 4.8% -
AMZN US AMAZON.COM INC 19,999 $4M 1.41% -2.6% -
IJH US ISHARES CORE S&P MIDCAP ETF 68,282 $4M 1.36% -1.0% -
MUNI US PIMCO INTERMEDIATE MUNICIPAL 72,867 $4M 1.21% 50.1% -
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