Benchmark-Financial-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ACN",
  "ABBV",
  "GOOGL",
  "AIG",
  "BLK",
  "AVGO",
  "HD",
  "MCD",
  "UNP",
  "META",
  "IJH",
  null,
  null,
  "LRCX",
  "MMC",
  null,
  "MA",
  "MSFT",
  "BX",
  "IJR",
  "IWD",
  null,
  null,
  null,
  "IWF",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "PKG",
  null,
  "GLD",
  "IBM",
  "TXN",
  "VO",
  null,
  "F",
  "WM",
  "RACE",
  "AMZN",
  null,
  "VEU",
  "VEA",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WSM",
  "IUSG",
  null,
  "GRMN",
  "GEN",
  "SCHD",
  "SCHF",
  "CRM",
  "IXUS",
  null,
  "BAC",
  "BRK-B",
  "BMY",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "COST",
  "GLW",
  "CRWD",
  "RSP",
  "IWB",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 98
Total Value: 264861301
Accession Number: 0001757706-25-000006
Form Type: 13F-HR
CIK: benchmark-financial-wealth-advisors
Manager Name: Benchmark-Financial-Wealth-Advisors

Data Enrichment

84% identified

82 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $264.9M total value

98 positions • $264.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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AMAZON COM INC

Shares:18.9K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$264.9M)

464287507

Shares:57.0K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$264.9M)

922042775

Shares:51.9K

Value:$3.1M

% of Portfolio:1.2% ($3.1M/$264.9M)

52468L505

Shares:87.8K

Value:$2.8M

% of Portfolio:1.1% ($2.8M/$264.9M)

Meta Platforms, Inc.

Shares:3.6K

Value:$2.1M

% of Portfolio:0.8% ($2.1M/$264.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.6K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$264.9M)

78464A698

Shares:28.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$264.9M)

464287614

Shares:3.8K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$264.9M)

46641Q332

Shares:24.1K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$264.9M)

BRISTOL MYERS SQUIBB CO

Shares:22.6K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$264.9M)

464286681

Shares:12.6K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$264.9M)

464288778

Shares:24.7K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$264.9M)

922908363

Shares:2.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$264.9M)

Broadcom Inc.

Shares:6.8K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$264.9M)

VISA INC.

Shares:3.1K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$264.9M)

464287671

Shares:8.5K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$264.9M)

Blackstone Inc.

Shares:7.6K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$264.9M)

69374H436

Shares:28.7K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$264.9M)

921943858

Shares:20.5K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$264.9M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.9K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$264.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	18.9K	QoQ -5.73% (-1.1K) YoY -10.01% (-2.1K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$264.9M)	QoQ -18.25% (-$800.8K) YoY -5.08% (-$192.0K)
(IJHcusip464287507)	57.0K	QoQ -16.53% (-11.3K) YoY -22.47% (-16.5K)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$264.9M)	QoQ -21.84% (-$929.3K) YoY -25.52% (-$1.1M)
(VEUcusip922042775)	51.9K	QoQ -9.08% (-5.2K) YoY -24.22% (-16.6K)	All Managers (Combined)	$3.1M	1.2% ($3.1M/$264.9M)	QoQ -3.93% (-$129.1K) YoY -21.63% (-$869.2K)
(cusip52468L505)✕	87.8K	QoQ -2.98% (-2.7K) YoY +145.99% (+52.1K)	All Managers (Combined)	$2.8M	1.1% ($2.8M/$264.9M)	QoQ +2.89% (-$79.9K) YoY +167.39% (+$1.8M)
Meta Platforms, Inc.(METAcusip30303M102)	3.6K	QoQ +3.48% (+122) YoY +10.82% (+354)	All Managers (Combined)	$2.1M	0.8% ($2.1M/$264.9M)	QoQ +1.87% (+$38.3K) YoY +31.55% (+$501.0K)
Alphabet Inc.(GOOGLcusip02079K305)	12.6K	QoQ +1.82% (-225) YoY -2.08% (-267)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$264.9M)	QoQ -16.81% (-$392.8K) YoY +0.33% (-$6.4K)
(cusip78464A698)✕	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$264.9M)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
(IWFcusip464287614)	3.8K	QoQ -9.47% (-401) YoY +4.15% (+153)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$264.9M)	QoQ -18.61% (-$316.3K) YoY +11.58% (+$143.6K)
(cusip46641Q332)✕	24.1K	QoQ +9.34% (+2.1K) YoY +95.31% (+11.8K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$264.9M)	QoQ +8.60% (+$109.0K) YoY +92.88% (+$662.8K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	22.6K	QoQ +8.78% (+1.8K) YoY +36.53% (+6.0K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$264.9M)	QoQ +17.30% (+$203.1K) YoY +53.55% (+$480.0K)
(cusip464286681)✕	12.6K	QoQ -13.62% (-2.0K) YoY -19.33% (-3.0K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$264.9M)	QoQ -15.22% (-$211.4K) YoY -17.02% (-$241.6K)
(cusip464288778)✕	24.7K	QoQ NEW(+24.7K) YoY NEW(+24.7K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$264.9M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(VOOcusip922908363)	2.2K	QoQ +27.17% (+478) YoY +49.23% (+738)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$264.9M)	QoQ +21.27% (+$201.6K) YoY +59.52% (+$428.9K)
Broadcom Inc.(AVGOcusip11135F101)	6.8K	QoQ +6.21% (-397) YoY +1580.19% (+6.4K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$264.9M)	QoQ -23.30% (-$345.3K) YoY +112.15% (+$600.8K)
VISA INC.(Vcusip92826C839)	3.1K	QoQ +3.15% (+95) YoY -11.13% (-389)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$264.9M)	QoQ +14.40% (+$137.0K) YoY +11.59% (-$113.1K)
(IUSGcusip464287671)	8.5K	QoQ -20.12% (-2.1K) YoY -18.77% (-2.0K)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$264.9M)	QoQ -27.15% (-$402.5K) YoY -11.93% (-$146.3K)
Blackstone Inc.(BXcusip09260D107)	7.6K	QoQ +1.00% (-75) YoY +2.85% (+210)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$264.9M)	QoQ -18.11% (-$233.8K) YoY +9.45% (+$91.3K)
(cusip69374H436)✕	28.7K	QoQ +140.63% (+16.8K) YoY NEW(+28.7K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$264.9M)	QoQ +128.91% (+$589.9K) YoY NEW(+$1.0M)
(VEAcusip921943858)	20.5K	QoQ -30.93% (-9.2K) YoY +49.21% (+6.8K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$264.9M)	QoQ -26.58% (-$377.6K) YoY +51.17% (+$353.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.9K	QoQ +8.20% (+146) YoY +22.83% (+358)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$264.9M)	QoQ +27.13% (+$218.9K) YoY +55.57% (+$366.5K)