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Benchmark Financial Wealth Advisors, LLC

New Buys

Ticker$ Bought
LISTED FD TR5,804,400
ISHARES TR525,037
PHILIP MORRIS INTL INC328,811
ALTRIA GROUP INC281,913
SPDR GOLD TR222,907
MCDONALDS CORP217,325
LOWES COS INC213,734

New stocks bought by Benchmark Financial Wealth Advisors, LLC

Additions

Ticker% Inc.
INVESCO EXCHANGE TRADED FD T175.41
SPDR S&P 500 ETF TR46.87
VANGUARD TAX-MANAGED FDS31.25
BANK AMERICA CORP27.09
VISA INC23.83
VANGUARD WHITEHALL FDS16.78
PROSHARES TR9.2
SELECT SECTOR SPDR TR8.31

Additions to existing portfolio by Benchmark Financial Wealth Advisors, LLC

Reductions

Ticker% Reduced
ISHARES TR-85.06
VANGUARD SPECIALIZED FUNDS-40.86
ISHARES TR-23.33
VANGUARD INDEX FDS-21.65
ISHARES TR-21.41
ISHARES TR-17.83
VANGUARD INDEX FDS-14.91
ISHARES TR-14.74

Benchmark Financial Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
WISDOMTREE TR-3,666,000
VANECK ETF TRUST-2,256,000
ISHARES TR-342,000
INTERNATIONAL BUSINESS MACHS-274,000
TESLA INC-261,000

Benchmark Financial Wealth Advisors, LLC got rid off the above stocks

Current Stock Holdings of Benchmark Financial Wealth Advisors, LLC

Last Reported on: 23 Jan, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC2.6537,4304,863,270REDUCED-1.86
ACWFISHARES TR0.186,494324,701REDUCED-21.41
ACWVISHARES INC0.6917,4111,269,980REDUCED-7.16
AFKVANECK ETF TRUST000SOLD OFF-100
AGGISHARES TR8.91193,09616,374,500REDUCED-7.75
AGGISHARES TR5.82112,94110,688,700REDUCED-7.35
AGGISHARES TR2.5426,8344,678,690REDUCED-17.83
AGGISHARES TR2.1716,5023,991,560ADDED8.01
AGGISHARES TR0.502,394919,945ADDED4.68
AGGISHARES TR0.453,824819,157REDUCED-14.74
AGGISHARES TR0.408,974731,526REDUCED-85.06
AGGISHARES TR0.313,742567,545ADDED0.19
AGGISHARES TR0.256,613467,061REDUCED-23.33
AGGISHARES TR000SOLD OFF-100
AGTISHARES TR0.299,880525,037NEWnull
AIGAMERICAN INTL GROUP INC0.164,730299,156ADDED2.78
AMPSISHARES TR0.9717,0871,781,160REDUCED-13.11
AMZNAMAZON COM INC1.0422,8021,915,350REDUCED-0.7
BABOEING CO0.181,737330,818REDUCED-2.03
BACBANK AMERICA CORP0.3217,731587,249ADDED27.09
BMYBRISTOL-MYERS SQUIBB CO0.5814,8911,071,380REDUCED-1.92
BRKBBERKSHIRE HATHAWAY INC DEL0.231,396431,311ADDED6.08
BXBLACKSTONE INC0.184,405326,774ADDED1.01
BZQPROSHARES TR7.02143,36412,901,400ADDED9.2
COSTCOSTCO WHSL CORP NEW0.24980447,228ADDED5.26
CSDINVESCO EXCHANGE TRADED FD T2.4431,7194,480,320ADDED175.41
DHRDANAHER CORPORATION0.12860228,339ADDED1.06
DISDISNEY WALT CO0.132,747238,650ADDED3.43
DWMFWISDOMTREE TR000SOLD OFF-100
FNDASCHWAB STRATEGIC TR7.74441,43214,218,500REDUCED-0.68
FPAYFLEXSHOPPER INC0.17328,978304,305ADDED1.08
FXLVF45 TRAINING HLDGS INC0.1169,525198,146UNCHANGED0
GLDSPDR GOLD TR0.121,314222,907NEWnull
GLWCORNING INC0.148,193261,686ADDED5.85
GOOGALPHABET INC0.6513,5451,195,030ADDED1.29
GOOGALPHABET INC0.142,937260,565REDUCED-0.94
HDHOME DEPOT INC0.422,417763,409REDUCED-1.71
IBCEISHARES TR0.4714,825858,097REDUCED-4.75
IBMINTERNATIONAL BUSINESS MACHS000SOLD OFF-100
JNJJOHNSON & JOHNSON0.181,875331,243REDUCED-2.29
JPMJPMORGAN CHASE & CO0.141,905255,460REDUCED-6.62
KOCOCA COLA CO0.195,374341,812REDUCED-12.69
LOWLOWES COS INC0.121,073213,734NEWnull
MARMARRIOTT INTL INC NEW0.668,2031,221,310REDUCED-1.91
MCDMCDONALDS CORP0.12825217,325NEWnull
MDYSPDR S&P MIDCAP 400 ETF TR2.078,6073,811,120REDUCED-5.45
METALISTED FD TR3.16183,8005,804,400NEWnull
METAMETA PLATFORMS INC0.203,110374,257REDUCED-0.22
MOALTRIA GROUP INC0.156,167281,913NEWnull
MRKMERCK & CO INC0.193,192354,155ADDED3.7
MSFTMICROSOFT CORP1.3910,6182,546,350ADDED3.21
NVDANVIDIA CORPORATION0.597,4001,081,460REDUCED-5.97
OPKOPKO HEALTH INC0.0110,75213,440UNCHANGED0
PFEPFIZER INC0.207,289373,481REDUCED-7.19
PMPHILIP MORRIS INTL INC0.183,249328,811NEWnull
QCOMQUALCOMM INC0.111,826200,768REDUCED-9.11
QQQINVESCO QQQ TR0.241,669444,456ADDED2.39
SPYSPDR S&P 500 ETF TR5.6827,31710,446,800ADDED46.87
TSLATESLA INC000SOLD OFF-100
UNHUNITEDHEALTH GROUP INC0.21737390,616REDUCED-0.94
VVISA INC0.393,424711,283ADDED23.83
VEAVANGUARD TAX-MANAGED FDS0.208,913374,071ADDED31.25
VEUVANGUARD INTL EQUITY INDEX F4.65170,5588,551,760ADDED4.17
VIGVANGUARD SPECIALIZED FUNDS0.141,650250,626REDUCED-40.86
VIGIVANGUARD WHITEHALL FDS7.51127,51713,798,600ADDED16.78
VOOVANGUARD INDEX FDS13.71131,83925,206,300REDUCED-2.23
VOOVANGUARD INDEX FDS3.1528,4115,790,390REDUCED-14.91
VOOVANGUARD INDEX FDS0.201,040365,306ADDED1.56
VOOVANGUARD INDEX FDS0.141,864261,689REDUCED-21.65
WFCWELLS FARGO CO NEW0.167,231298,587ADDED4.46
WMWASTE MGMT INC DEL0.222,543398,988REDUCED-3.93
WMTWALMART INC0.182,293325,193REDUCED-8.68
XLBSELECT SECTOR SPDR TR4.3659,0158,017,180ADDED8.31
XLBSELECT SECTOR SPDR TR0.345,033626,343REDUCED-13.04
FERRARI N V0.141,190254,909UNCHANGED0

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