Portfolio (Quarterly)
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Benchmark Financial Wealth Advisors, LLC
· CIK 0001757706| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 1,175.0 | $218K | 0.06% | NEW | — | $185.55 | -12.6% |
| 122 | LIN | LINDE PLC | Basic Materials | 482.0 | $205K | 0.06% | NEW | — | $426.31 | +22.5% |
| 123 | KRE | SPDR SERIES TRUST | — | 3,166.0 | $205K | 0.06% | NEW | — | $64.81 | +15.4% |
| 124 | MP | MP MATERIALS CORP | Basic Materials | 4,000.0 | $202K | 0.06% | NEW | — | $50.52 | +10.1% |
| 125 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 681.0 | $202K | 0.06% | NEW | — | $296.15 | -12.8% |
| 126 | VRME | VERIFYME INC | Industrials | 37,139.0 | $22K | 0.01% | NEW | — | $0.60 | +1.5% |
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
43.9%
Technology
30.5%
Communication Services
7.6%
Consumer Cyclical
6.6%
Healthcare
5.4%
Consumer Defensive
3.3%
Industrials
1.9%
Energy
0.5%
Basic Materials
0.4%