Holdings of Benchmark Financial Wealth Advisors, LLC
120 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 50.8 % of the equity sleeve
Sector breakdown
- Funds 14.5 %
- Technology 9.7 %
- Financials 2.8 %
- Communication 2.6 %
- Health care 2.2 %
- Consumer discretionary 2.1 %
- Consumer staples 1.5 %
- Industrials 1.0 %
- Energy 0.3 %
- Materials 0.2 %
- Unattributed 62.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- NL 0.2 %
- TW 0.1 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 118 | 315.3M $ | 99.66 % |
| 2 | NL | 1 | 746.6K $ | 0.24 % |
| 3 | TW | 1 | 332.8K $ | 0.11 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 101 | Uber Technologies Inc | 3,590 | 258.2K $ | |
| 102 | Johnson & Johnson | 1,050 | 256.7K $ | |
| 103 | Novartis AG | 1,669 | 254.9K $ | |
| 104 | Boeing Co/The | 1,245 | 247.7K $ | |
| 105 | General Electric Co | 856 | 242.8K $ | |
| 106 | Ford Motor Co | 20,937 | 241.6K $ | |
| 107 | Freeport-McMoRan Inc | 4,008 | 235.6K $ | |
| 108 | DoorDash Inc | 1,555 | 233.5K $ | |
| 109 | Blackrock Inc | 239 | 229.9K $ | |
| 110 | ConocoPhillips | 1,731 | 228.5K $ | |
| 111 | Gen Digital Inc | 11,678 | 219.9K $ | |
| 112 | SPDR Series Trust | 3,886 | 219.9K $ | |
| 113 | iShares Core High Dividend ETF | 1,593 | 216.2K $ | |
| 114 | Gilead Sciences Inc | 1,511 | 210.6K $ | |
| 115 | Marsh & McLennan Cos Inc | 1,173 | 203.5K $ | |
| 116 | Oracle Corp | 1,383 | 203.4K $ | |
| 117 | International Business Machines Corp. | 832 | 201.6K $ | |
| 118 | Gabelli Funds | 15,549 | 87.1K $ | |
| 119 | VERIFYME INC | 37,139 | 30.1K $ | |
| 120 | Gabelli Equity Trust Inc. | 15,321 | 107 $ |