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Home > Institutional Investor > Benchmark Financial Wealth Advisors, Llc > Profile

Instuitional Investor - Benchmark Financial Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Benchmark Financial Wealth Advisors, Llc
Portfolio Value $264,861,301
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 58,563 $32,759,439 12.37%
2.
Vanguard Index Fds
 93,044 $25,572,154 9.65%
3.
Schwab Strategic Trust
 FNDF 1,194,019 $23,617,695 8.92%
4.
Ishares Trust
 IEF 131,004 $15,983,809 6.03%
5.
Doubleline Etf Trust
 340,350 $15,713,974 5.93%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)