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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MUNI +26,895+$1,411
JPST +7,004+$353
WSM +1,035+$329
PG +1,670+$271
TXN +1,443+$251
JNJ +1,534+$243
PKG +1,281+$243
CMG +79+$230
VZ +5,349+$224
MA +454+$218
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
FUTY -43,433-$1,775
LVHD -19,887-$723
WSO -1,250-$536
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IJH +57,541+$40
SCHF +37,808+$2,997
LVHI +21,725+$676
COWZ +17,875+$2,197
SCHD +17,787+$1,712
IWY +9,916+$2,599
SMMD +8,238+$725
PFE +7,279+$193
JEPI +7,072+$425
WMT +5,770+$116
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
XLU -18,959-$1,194
IJR -6,524-$468
FPAY -5,000-$48
RSP -3,242-$159
IUSV -1,412-$102
VTI -1,382+$2,525
IXUS -1,119-$37
EUSA -1,031+$15
IWM -875+$80
Benchmark Financial Wealth Advisors LLC Info
Size ($ in 1000's)
At 03/31/2024: $261,722
At 12/31/2023: $232,053

Benchmark Financial Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Benchmark Financial Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Benchmark Financial Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by Benchmark Financial Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each Benchmark Financial Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Benchmark Financial Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Benchmark Financial Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VTI) 125,763 -1,382 $32,686
     VTI125,763-1,382$32,686
SPDR S&P 500 ETF TR (SPY) 60,351 +2,503 $31,568
     SPY60,351+2,503$31,568
SCHWAB STRATEGIC TR 776,209 +37,808 $30,288
     SCHF776,209+37,808$30,288
ISHARES TR (ITOT) 198,234 +1,401 $22,856
     ITOT198,234+1,401$22,856
PACER FDS TR 207,082 +17,875 $12,034
     COWZ207,082+17,875$12,034
ISHARES TR (IJR) 104,864 -6,524 $11,590
     IJR104,864-6,524$11,590
SELECT SECTOR SPDR TR (XLV) 71,973 +3,696 $10,633
     XLV71,973+3,696$10,633
ISHARES TR (IWY) 43,375 +9,916 $8,462
     IWY43,375+9,916$8,462
VANGUARD INDEX FDS (VO) 27,852 -609 $6,959
     VO27,852-609$6,959
APPLE INC 37,527 +546 $6,435
     AAPL37,527+546$6,435
SCHWAB STRATEGIC TR 79,482 +17,787 $6,409
     SCHD79,482+17,787$6,409
NVIDIA CORPORATION 6,593 +150 $5,957
     NVDA6,593+150$5,957
ISHARES TR (IWM) 26,731 -875 $5,621
     IWM26,731-875$5,621
INVESCO EXCHANGE TRADED FD T (RSP) 30,410 -3,242 $5,151
     RSP30,410-3,242$5,151
MICROSOFT CORP 10,746 +226 $4,521
     MSFT10,746+226$4,521
ISHARES TR (IJH) 73,507 +57,541 $4,465
     IJH73,507+57,541$4,465
SPDR S&P MIDCAP 400 ETF TR (MDY) 7,783 -256 $4,330
     MDY7,783-256$4,330
VANGUARD INTL EQUITY INDEX F (VEU) 68,515 -607 $4,018
     VEU68,515-607$4,018
AMAZON COM INC 20,949 -416 $3,779
     AMZN20,949-416$3,779
ISHARES TR (SMMD) 53,829 +8,238 $3,532
     SMMD53,829+8,238$3,532
ALPHABET INC 12,829 +242 $1,936
     GOOGL12,829+242$1,936
ISHARES TR (IVV) 3,369 +114 $1,771
     IVV3,369+114$1,771
META PLATFORMS INC 3,269 +50 $1,587
     META3,269+50$1,587
MARRIOTT INTL INC NEW 6,251 -383 $1,577
     MAR6,251-383$1,577
ISHARES INC (EUSA) 15,591 -1,031 $1,419
     EUSA15,591-1,031$1,419
PIMCO ETF TR (MUNI) 26,895 +26,895 $1,411
     MUNI26,895+26,895$1,411
ISHARES TR (IWF) 3,678 +38 $1,240
     IWF3,678+38$1,240
ISHARES TR (IUSG) 10,460 -40 $1,226
     IUSG10,460-40$1,226
SELECT SECTOR SPDR TR (XLK) 5,654 +127 $1,178
     XLK5,654+127$1,178
LEGG MASON ETF INVT (LVHI) 35,671 +21,725 $1,062
     LVHI35,671+21,725$1,062
VISA INC 3,495 -99 $976
     V3,495-99$976
BLACKSTONE INC 7,351 +54 $966
     BX7,351+54$966
BRISTOL MYERS SQUIBB CO 16,528 +1,284 $896
     BMY16,528+1,284$896
ISHARES TR (IXUS) 12,008 -1,119 $815
     IXUS12,008-1,119$815
BANK AMERICA CORP 21,394 +889 $811
     BAC21,394+889$811
HOME DEPOT INC 2,107 -40 $808
     HD2,107-40$808
AMERICAN INTL GROUP INC 9,232 +43 $722
     AIG9,232+43$722
VANGUARD INDEX FDS (VOO) 1,499 +458 $720
     VOO1,499+458$720
J P MORGAN EXCHANGE TRADED F (JEPI) 12,333 +7,072 $714
     JEPI12,333+7,072$714
COSTCO WHSL CORP NEW 943 +78 $691
     COST943+78$691
VANGUARD TAX MANAGED FDS (VEA) 13,746 +1,571 $690
     VEA13,746+1,571$690
ELI LILLY & CO 880 +61 $685
     LLY880+61$685
BERKSHIRE HATHAWAY INC DEL      $659
     BRK.B1,568+86$659
ISHARES TR (IWD) 3,659 +6 $655
     IWD3,659+6$655
MERCK & CO INC 4,876 +888 $643
     MRK4,876+888$643
INVESCO QQQ TR 1,397 +83 $620
     QQQ1,397+83$620
WASTE MGMT INC DEL 2,573 +196 $548
     WM2,573+196$548
BROADCOM INC 404 +4 $536
     AVGO404+4$536
JPMORGAN CHASE & CO 2,646 +380 $530
     JPM2,646+380$530
WALMART INC 8,144 +5,770 $490
     WMT8,144+5,770$490
FERRARI N V 1,072 UNCH $467
     RACE1,072UNCH$467
WELLS FARGO CO NEW 7,495 +443 $434
     WFC7,495+443$434
PFIZER INC 15,428 +7,279 $428
     PFE15,428+7,279$428
ALTRIA GROUP INC 9,788 +1,794 $427
     MO9,788+1,794$427
ALPHABET INC 2,749 +237 $419
     GOOG2,749+237$419
UNION PAC CORP 1,694 +755 $417
     UNP1,694+755$417
AMGEN INC 1,351 +215 $384
     AMGN1,351+215$384
UNITEDHEALTH GROUP INC 775 +80 $383
     UNH775+80$383
J P MORGAN EXCHANGE TRADED F (JPST) 7,004 +7,004 $353
     JPST7,004+7,004$353
CISCO SYS INC 6,993 +1,205 $349
     CSCO6,993+1,205$349
BOEING CO 1,764 -21 $340
     BA1,764-21$340
FLEXSHOPPER INC 223,978 -5,000 $334
     FPAY223,978-5,000$334
COCA COLA CO 5,431 +1,166 $332
     KO5,431+1,166$332
WILLIAMS SONOMA INC 1,035 +1,035 $329
     WSM1,035+1,035$329
VANECK ETF TRUST (SMH) 1,356 UNCH $305
     SMH1,356UNCH$305
QUALCOMM INC 1,748 +189 $296
     QCOM1,748+189$296
ABBVIE INC 1,603 +138 $292
     ABBV1,603+138$292
LOWES COS INC 1,135 +38 $289
     LOW1,135+38$289
VANGUARD INDEX FDS (VTV) 1,773 +10 $289
     VTV1,773+10$289
CROWDSTRIKE HLDGS INC 889 -85 $285
     CRWD889-85$285
MCDONALDS CORP 985 +193 $278
     MCD985+193$278
SPDR GOLD TR (GLD) 1,316 +2 $271
     GLD1,316+2$271
PROCTER AND GAMBLE CO 1,670 +1,670 $271
     PG1,670+1,670$271
CORNING INC 8,150 +70 $269
     GLW8,150+70$269
TEXAS INSTRS INC 1,443 +1,443 $251
     TXN1,443+1,443$251
ISHARES TR (IUSV) 2,751 -1,412 $249
     IUSV2,751-1,412$249
PHILIP MORRIS INTL INC 2,680 +393 $246
     PM2,680+393$246
JOHNSON & JOHNSON 1,534 +1,534 $243
     JNJ1,534+1,534$243
PACKAGING CORP AMER 1,281 +1,281 $243
     PKG1,281+1,281$243
CHIPOTLE MEXICAN GRILL INC 79 +79 $230
     CMG79+79$230
NOVO NORDISK A S 1,766 -465 $227
     NVO1,766-465$227
VERIZON COMMUNICATIONS INC 5,349 +5,349 $224
     VZ5,349+5,349$224
MASTERCARD INCORPORATED 454 +454 $218
     MA454+454$218
VANGUARD WORLD FD (VGT) 416 +1 $218
     VGT416+1$218
EXXON MOBIL CORP 1,869 +1,869 $217
     XOM1,869+1,869$217
DANAHER CORPORATION 856 +856 $214
     DHR856+856$214
ISHARES TR (XT) 3,521 UNCH $210
     XT3,521UNCH$210
CVS HEALTH CORP 2,624 +2,624 $209
     CVS2,624+2,624$209
SELECT SECTOR SPDR TR (XLU) 3,115 -18,959 $204
     XLU3,115-18,959$204
MONDELEZ INTL INC 2,881 +2,881 $202
     MDLZ2,881+2,881$202
FIDELITY COVINGTON TRUST $0 (exited)
     FUTY0-43,433$0
LEGG MASON ETF INVT $0 (exited)
     LVHD0-19,887$0
WATSCO INC 0 -1,250 $0 (exited)
     WSO0-1,250$0

See Summary: Benchmark Financial Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Benchmark Financial Wealth Advisors LLC

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