Portfolio (Quarterly)
Guide ↗
Benchmark Financial Wealth Advisors, LLC
· CIK 0001757706| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | HD | HOME DEPOT INC | Consumer Cyclical | 1,367.0 | $482K | 0.12% | -376.0 | -21.6% | $352.69 | -5.1% |
| 42 | LMT | LOCKHEED MARTIN CORP | Industrials | 871.0 | $444K | 0.11% | -11.0 | -1.2% | $509.52 | +11.0% |
| 43 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 515.0 | $393K | 0.10% | -351.0 | -40.5% | $190.74 | -0.8% |
| 44 | LIN | LINDE PLC | Basic Materials | 726.0 | $377K | 0.09% | -5.0 | -0.7% | $519.25 | -5.6% |
| 45 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 785.0 | $375K | 0.09% | -200.0 | -20.3% | $477.76 | -12.6% |
| 46 | PFE | PFIZER INC | Healthcare | 14,858.0 | $358K | 0.09% | -2K | -13.4% | $24.08 | +17.5% |
| 47 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 10,660.0 | $355K | 0.09% | -2K | -13.3% | $33.29 | +33.6% |
| 48 | WDC | WESTERN DIGITAL CORP | Technology | 538.0 | $344K | 0.09% | -467.0 | -46.5% | $639.31 | -26.7% |
| 49 | — | J P MORGAN EXCHANGE TRADED F | — | 4,748.0 | $240K | 0.06% | -2K | -29.6% | $50.57 | — |
| 50 | DHR | DANAHER CORP DEL | Healthcare | 1,227.0 | $234K | 0.06% | -419.0 | -25.5% | $190.51 | +13.0% |
| 51 | MA | MASTERCARD INCORPORATED | Financial Services | 438.0 | $225K | 0.06% | -93.0 | -17.5% | $513.90 | +16.5% |
| 52 | MCD | MCDONALDS CORP | Consumer Cyclical | 787.0 | $213K | 0.05% | -67.0 | -7.8% | $270.36 | -1.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
39.9%
Technology
32.6%
Communication Services
6.4%
Consumer Cyclical
6.4%
Healthcare
6.0%
Consumer Defensive
3.5%
Industrials
2.9%
Energy
1.4%
Basic Materials
0.5%
Utilities
0.4%