Benchmark Financial Wealth Advisors, LLC Portfolio Holdings
Q3 2025•124 long positions•$332.3M portfolio value
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Holding127 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $32.3M 9.73% | -$3.1M Sold | — 48.5K shares | 53.2K → 48.5K −$3.1M | -8.83% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $28.8M 8.68% | -$1.1M Sold | — 87.9K shares | 91.1K → 87.9K −$1.1M | -3.56% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $26.0M 7.84% | -$3.1M Sold | — 1.1M shares | 1.3M → 1.1M −$3.1M | -10.68% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $19.3M 5.81% | +$2.2M Bought | — 414.8K shares | 367.7K → 414.8K +$2.2M | +12.81% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $18.2M 5.46% | -$581.9K Sold | — 124.6K shares | 128.6K → 124.6K −$581.9K | -3.11% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $13.4M 4.02% | +$93.8K Bought | — 232.7K shares | 231.1K → 232.7K +$93.8K | +0.71% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.8M 3.55% | +$241.1K Bought | — 43.1K shares | 42.2K → 43.1K +$241.1K | +2.09% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $10.9M 3.29% | +$652.1K Bought | 0.0% 58.6K shares | 55.1K → 58.6K +$652.1K | +6.34% | $4.54T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.9M 2.67% | +$40.2K Bought | — 74.7K shares | 74.4K → 74.7K +$40.2K | +0.45% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $8.6M 2.6% | +$233.1K Bought | — 160.1K shares | 155.8K → 160.1K +$233.1K | +2.78% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $7.6M 2.3% | +$488.1K Bought | 0.0% 30.0K shares | 28.1K → 30.0K +$488.1K | +6.83% | $3.78T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.5M 2.27% | +$459.8K Bought | — 276.2K shares | 259.4K → 276.2K +$459.8K | +6.49% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.2M 2.16% | +$2.4M Bought | — 10.7K shares | 7.0K → 10.7K +$2.4M | +51.87% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $7.1M 2.14% | -$1.2M Sold | — 11.6K shares | 13.7K → 11.6K −$1.2M | -14.87% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.9M 2.08% | +$6.4M Bought | — 149.1K shares | 10.3K → 149.1K +$6.4M | +1,342.9% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.6M 1.67% | -$206.8K Sold | — 29.3K shares | 30.4K → 29.3K −$206.8K | -3.59% | — — | Q2 2022 Held for 3y 5m | |
Software - Infrastructure Technology | $5.5M 1.66% | +$117.6K Bought | 0.0% 10.7K shares | 10.5K → 10.7K +$117.6K | +2.17% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $5.5M 1.65% | +$246.5K Bought | — 74.4K shares | 71.0K → 74.4K +$246.5K | +4.71% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.1M 1.54% | -$56.7K Sold | — 17.5K shares | 17.7K → 17.5K −$56.7K | -1.09% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.1M 1.54% | -$101.9K Sold | — 21.1K shares | 21.5K → 21.1K −$101.9K | -1.95% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $4.5M 1.36% | +$1.2M Bought | — 129.7K shares | 95.4K → 129.7K +$1.2M | +35.97% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $4.2M 1.25% | +$61.9K Bought | 0.0% 19.0K shares | 18.7K → 19.0K +$61.9K | +1.51% | $2.34T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.1M 1.24% | +$50.7K Bought | — 6.9K shares | 6.8K → 6.9K +$50.7K | +1.24% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.8M 1.14% | -$560.9K Sold | — 72.2K shares | 83.0K → 72.2K −$560.9K | -12.93% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.7M 1.12% | -$4.5K Sold | — 57.3K shares | 57.3K → 57.3K −$4.5K | -0.12% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $3.7M 1.12% | +$6.5K Bought | — 52.2K shares | 52.1K → 52.2K +$6.5K | +0.17% | — — | Q3 2018 Held for 7y 2m | |
Internet Content & Information Communication Services | $3.2M 0.951% | +$98.2K Bought | 0.0% 13.0K shares | 12.6K → 13.0K +$98.2K | +3.21% | $2.95T Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $3.0M 0.916% | -$15.8K Sold | — 51.2K shares | 51.5K → 51.2K −$15.8K | -0.52% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.0M 0.915% | +$82.8K Bought | — 5.1K shares | 4.9K → 5.1K +$82.8K | +2.8% | — — | Q2 2020 Held for 5y 5m | |
Internet Content & Information Communication Services | $2.7M 0.802% | -$24.2K Sold | 0.0% 3.6K shares | 3.7K → 3.6K −$24.2K | -0.9% | $1.84T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $2.1M 0.635% | +$12.2K Bought | 0.0% 6.4K shares | 6.4K → 6.4K +$12.2K | +0.58% | $1.56T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.9M 0.559% | +$286.1K Bought | — 44.4K shares | 37.5K → 44.4K +$286.1K | +18.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.519% | -$2.8K Sold | — 3.7K shares | 3.7K → 3.7K −$2.8K | -0.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.6M 0.496% | +$318.7K Bought | — 16.5K shares | 13.3K → 16.5K +$318.7K | +23.98% | — — | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $1.6M 0.485% | -$1.3K Sold | 0.0% 5.1K shares | 5.1K → 5.1K −$1.3K | -0.08% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.426% | +$17.1K Bought | — 8.6K shares | 8.5K → 8.6K +$17.1K | +1.22% | — — | Q3 2019 Held for 6y 2m | |
ETF ETF | $1.4M 0.41% | +$2.6K Bought | — 22.7K shares | 22.7K → 22.7K +$2.6K | +0.19% | — — | Q2 2022 Held for 3y 5m | |
Asset Management Financial Services | $1.3M 0.395% | +$12.3K Bought | 0.001% 7.7K shares | 7.6K → 7.7K +$12.3K | +0.95% | $133.37B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.39% | +$5.6K Bought | — 12.6K shares | 12.5K → 12.6K +$5.6K | +0.43% | — — | Q3 2018 Held for 7y 2m | |
Insurance - Diversified Financial Services | $1.2M 0.365% | +$139.8K Bought | 0.0% 2.4K shares | 2.1K → 2.4K +$139.8K | +13.05% | $1.08T Mega Cap | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.2M 0.363% | +$2.9K Bought | — 3.3K shares | 3.3K → 3.3K +$2.9K | +0.24% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.338% | -$129.3K Sold | — 19.6K shares | 21.9K → 19.6K −$129.3K | -10.34% | — — | Q3 2023 Held for 2y 2m | |
Banks - Diversified Financial Services | $1.1M 0.335% | +$8.3K Bought | 0.0% 21.6K shares | 21.4K → 21.6K +$8.3K | +0.75% | $382.12B Mega Cap | Q1 2021 Held for 4y 8m | |
Financial - Credit Services Financial Services | $1.1M 0.333% | +$15.4K Bought | 0.0% 3.2K shares | 3.2K → 3.2K +$15.4K | +1.41% | $662.60B Mega Cap | Q4 2018 Held for 6y 11m | |
ETF ETF | $1.1M 0.327% | -$60.3K Sold | — 3.9K shares | 4.1K → 3.9K −$60.3K | -5.26% | — — | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $1.1M 0.322% | -$34.1K Sold | 0.001% 23.7K shares | 24.5K → 23.7K −$34.1K | -3.09% | $91.8B Large Cap | Q3 2020 Held for 5y 2m | |
Tobacco Consumer Defensive | $1.0M 0.31% | +$8.3K Bought | 0.001% 15.6K shares | 15.5K → 15.6K +$8.3K | +0.81% | $110.97B Large Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $965.8K 0.291% | +$188.2K Bought | 0.0% 4.0K shares | 3.2K → 4.0K +$188.2K | +24.21% | $2.95T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $945.7K 0.285% | -$30.1K Sold | — 9.2K shares | 9.5K → 9.2K −$30.1K | -3.08% | — — | Q4 2024 Held for 11 months | |
Medical - Healthcare Plans Healthcare | $923.7K 0.278% | +$562.5K Bought | 0.0% 2.7K shares | 1.0K → 2.7K +$562.5K | +155.74% | $312.73B Mega Cap | Q2 2021 Held for 4y 5m |
