Benchmark Financial Wealth Advisors, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$264.9B
Holdings
98
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (98 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 58,563 | $32.8B | 12.37% | |
| 2 | VTIVANGUARD INDEX FDS | 93,044 | $25.6B | 9.65% | |
| 3 | SCHFSCHWAB STRATEGIC TR | 1,194,019 | $23.6B | 8.92% | |
| 4 | ITOTISHARES TR | 131,004 | $16.0B | 6.03% | |
| 5 | DBNDDOUBLELINE ETF TRUST | 340,350 | $15.7B | 5.93% | |
| 6 | COWZPACER FDS TR | 223,174 | $12.2B | 4.61% | |
| 7 | IWYISHARES TR | 46,048 | $9.7B | 3.67% | |
| 8 | XLFSELECT SECTOR SPDR TR | 154,947 | $7.7B | 2.91% | |
| 9 | IJRISHARES TR | 73,075 | $7.6B | 2.89% | |
| 10 | SCHDSCHWAB STRATEGIC TR | 271,598 | $7.6B | 2.87% | |
| 11 | AAPLAPPLE INC | 28,505 | $6.3B | 2.39% | |
| 12 | NVDANVIDIA CORPORATION | 55,108 | $6.0B | 2.25% | |
| 13 | RSPINVESCO EXCHANGE TRADED FD T | 30,366 | $5.3B | 1.99% | |
| 14 | VOVANGUARD INDEX FDS | 18,052 | $4.7B | 1.76% | |
| 15 | IVVISHARES TR | 8,112 | $4.6B | 1.72% | |
| 16 | IWMISHARES TR | 21,138 | $4.2B | 1.59% | |
| 17 | MSFTMICROSOFT CORP | 10,929 | $4.1B | 1.55% | |
| 18 | MDYSPDR S&P MIDCAP 400 ETF TR | 7,514 | $4.0B | 1.51% | |
| 19 | MUNIPIMCO ETF TR | 74,277 | $3.8B | 1.45% | |
| 20 | SMMDISHARES TR | 59,735 | $3.7B | 1.41% | |
| 21 | AMZNAMAZON COM INC | 18,852 | $3.6B | 1.35% | |
| 22 | IJHISHARES TR | 56,989 | $3.3B | 1.26% | |
| 23 | VEUVANGUARD INTL EQUITY INDEX F | 51,915 | $3.1B | 1.19% | |
| 24 | LVHILEGG MASON ETF INVT | 87,750 | $2.8B | 1.07% | |
| 25 | METAMETA PLATFORMS INC | 3,623 | $2.1B | 0.79% | |
| 26 | GOOGLALPHABET INC | 12,562 | $1.9B | 0.73% | |
| 27 | LVLNSPDR SER TR | 28,611 | $1.6B | 0.61% | |
| 28 | IWFISHARES TR | 3,831 | $1.4B | 0.52% | |
| 29 | JEPIJ P MORGAN EXCHANGE TRADED F | 24,088 | $1.4B | 0.52% | |
| 30 | BMYBRISTOL-MYERS SQUIBB CO | 22,566 | $1.4B | 0.52% | |
| 31 | EUSAISHARES INC | 12,576 | $1.2B | 0.44% | |
| 32 | IATISHARES TR | 24,733 | $1.2B | 0.44% | |
| 33 | VOOVANGUARD INDEX FDS | 2,237 | $1.1B | 0.43% | |
| 34 | AVGOBROADCOM INC | 6,788 | $1.1B | 0.43% | |
| 35 | VVISA INC | 3,106 | $1.1B | 0.41% | |
| 36 | IUSGISHARES TR | 8,496 | $1.1B | 0.41% | |
| 37 | BXBLACKSTONE INC | 7,561 | $1.1B | 0.40% | |
| 38 | QDPLPACER FDS TR | 28,681 | $1.0B | 0.40% | |
| 39 | VEAVANGUARD TAX-MANAGED FDS | 20,511 | $1.0B | 0.39% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,926 | $1.0B | 0.39% | |
| 41 | JPMJPMORGAN CHASE & CO. | 4,138 | $1.0B | 0.38% | |
| 42 | MOALTRIA GROUP INC | 14,850 | $891.3M | 0.34% | |
| 43 | COSTCOSTCO WHSL CORP NEW | 917 | $867.1M | 0.33% | |
| 44 | XLKSELECT SECTOR SPDR TR | 4,058 | $837.9M | 0.32% | |
| 45 | BACBANK AMERICA CORP | 19,276 | $804.4M | 0.30% | |
| 46 | NDQINVESCO QQQ TR | 1,639 | $768.5M | 0.29% | |
| 47 | CSCOCISCO SYS INC | 11,894 | $734.0M | 0.28% | |
| 48 | LLYELI LILLY & CO | 885 | $731.2M | 0.28% | |
| 49 | IWDISHARES TR | 3,871 | $728.4M | 0.28% | |
| 50 | HDHOME DEPOT INC | 1,930 | $707.3M | 0.27% | |
| 51 | FBTCFIDELITY WISE ORIGIN BITCOIN | 9,575 | $689.1M | 0.26% | |
| 52 | WMTWALMART INC | 7,250 | $636.5M | 0.24% | |
| 53 | ABBVABBVIE INC | 3,017 | $632.1M | 0.24% | |
| 54 | FBNDFIDELITY MERRIMACK STR TR | 12,497 | $570.5M | 0.22% | |
| 55 | AIGAMERICAN INTL GROUP INC | 6,304 | $548.1M | 0.21% | |
| 56 | WFCWELLS FARGO CO NEW | 7,512 | $539.3M | 0.20% | |
| 57 | UNHUNITEDHEALTH GROUP INC | 1,017 | $532.9M | 0.20% | |
| 58 | WMWASTE MGMT INC DEL | 2,299 | $532.2M | 0.20% | |
| 59 | KOCOCA COLA CO | 6,858 | $491.1M | 0.19% | |
| 60 | VBVANGUARD INDEX FDS | 2,182 | $483.8M | 0.18% | |
| 61 | IWBISHARES TR | 1,558 | $477.9M | 0.18% | |
| 62 | PFEPFIZER INC | 18,795 | $476.3M | 0.18% | |
| 63 | GOOGALPHABET INC | 3,001 | $468.8M | 0.18% | |
| 64 | BACVERIZON COMMUNICATIONS INC | 10,286 | $466.6M | 0.18% | |
| 65 | PKGPACKAGING CORP AMER | 2,245 | $444.5M | 0.17% | |
| 66 | WSMWILLIAMS SONOMA INC | 2,790 | $441.1M | 0.17% | |
| 67 | GRMNGARMIN LTD | 1,961 | $425.8M | 0.16% | |
| 68 | TXNTEXAS INSTRS INC | 2,315 | $416.0M | 0.16% | |
| 69 | MARMARRIOTT INTL INC NEW | 1,699 | $404.8M | 0.15% | |
| 70 | 4I1PHILIP MORRIS INTL INC | 2,512 | $398.7M | 0.15% | |
| 71 | IXUSISHARES TR | 5,375 | $375.2M | 0.14% | |
| 72 | GLWCORNING INC | 8,053 | $368.7M | 0.14% | |
| 73 | UNPUNION PAC CORP | 1,495 | $353.2M | 0.13% | |
| 74 | GQ9SPDR GOLD TR | 1,214 | $349.8M | 0.13% | |
| 75 | CRWDCROWDSTRIKE HLDGS INC | 968 | $341.3M | 0.13% | |
| 76 | GENGEN DIGITAL INC | 12,149 | $322.4M | 0.12% | |
| 77 | MRKMERCK & CO INC | 3,549 | $318.6M | 0.12% | |
| 78 | RACEFERRARI N V | 735 | $314.3M | 0.12% | |
| 79 | PLTRPALANTIR TECHNOLOGIES INC | 3,672 | $310.0M | 0.12% | |
| 80 | JPSTJ P MORGAN EXCHANGE TRADED F | 6,049 | $306.2M | 0.12% | |
| 81 | CVXCHEVRON CORP NEW | 1,783 | $298.2M | 0.11% | |
| 82 | PGPROCTER AND GAMBLE CO | 1,738 | $296.2M | 0.11% | |
| 83 | LMTLOCKHEED MARTIN CORP | 658 | $293.9M | 0.11% | |
| 84 | MRSHMARSH & MCLENNAN COS INC | 1,188 | $289.9M | 0.11% | |
| 85 | NFLXNETFLIX INC | 307 | $286.3M | 0.11% | |
| 86 | MAMASTERCARD INCORPORATED | 496 | $271.9M | 0.10% | |
| 87 | LRCXLAM RESEARCH CORP | 3,687 | $268.1M | 0.10% | |
| 88 | CRMSALESFORCE INC | 947 | $254.0M | 0.10% | |
| 89 | XLUSELECT SECTOR SPDR TR | 3,115 | $245.6M | 0.09% | |
| 90 | AMGNAMGEN INC | 773 | $240.9M | 0.09% | |
| 91 | BLKBLACKROCK INC | 246 | $232.8M | 0.09% | |
| 92 | ACNACCENTURE PLC IRELAND | 740 | $230.9M | 0.09% | |
| 93 | VTVVANGUARD INDEX FDS | 1,334 | $230.5M | 0.09% | |
| 94 | MCDMCDONALDS CORP | 734 | $229.2M | 0.09% | |
| 95 | CMGCHIPOTLE MEXICAN GRILL INC | 4,342 | $218.0M | 0.08% | |
| 96 | XOMEXXON MOBIL CORP | 1,776 | $211.2M | 0.08% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 816 | $202.8M | 0.08% | |
| 98 | FFORD MTR CO | 16,833 | $168.8M | 0.06% |