Portfolio (Quarterly)
Guide ↗
Benchmark Financial Wealth Advisors, LLC
· CIK 0001757706| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | KBE | SPDR SERIES TRUST | — | 49,723 | $3.0M | 0.87% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 978 | $259K | 0.07% | SOLD |
| 3 | LRCX | LAM RESEARCH CORP | Technology | 1,471 | $252K | 0.07% | SOLD |
| 4 | QCOM | QUALCOMM INC | Technology | 1,339 | $229K | 0.07% | SOLD |
| 5 | C | CITIGROUP INC | Financial Services | 1,938 | $226K | 0.07% | SOLD |
| 6 | HYG | ISHARES TR | — | 2,770 | $223K | 0.06% | SOLD |
| 7 | IWR | ISHARES TR | — | 2,305 | $222K | 0.06% | SOLD |
| 8 | KRE | SPDR SERIES TRUST | — | 3,166 | $205K | 0.06% | SOLD |
| 9 | MP | MP MATERIALS CORP | Basic Materials | 4,000 | $202K | 0.06% | SOLD |
Sector Allocation
Financial Services
41.7%
Technology
28.7%
Communication Services
8.0%
Consumer Cyclical
6.4%
Healthcare
6.3%
Consumer Defensive
4.3%
Industrials
2.3%
Energy
1.4%
Basic Materials
0.5%
Utilities
0.2%