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

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 5

Sort by:

CHEVRON CORP

CVX|166764100

Shares:1.8K

Value:$298.2K

% of Portfolio:0.1% ($298.2K/$264.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.7K

Value:$296.2K

% of Portfolio:0.1% ($296.2K/$264.9M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:658

Value:$293.9K

% of Portfolio:0.1% ($293.9K/$264.9M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.2K

Value:$289.9K

% of Portfolio:0.1% ($289.9K/$264.9M)

NETFLIX INC

NFLX|64110L106

Shares:307

Value:$286.3K

% of Portfolio:0.1% ($286.3K/$264.9M)

Mastercard Inc

MA|57636Q104

Shares:496

Value:$271.9K

% of Portfolio:0.1% ($271.9K/$264.9M)

LAM RESEARCH CORP

LRCX|512807306

Shares:3.7K

Value:$268.1K

% of Portfolio:0.1% ($268.1K/$264.9M)

Salesforce, Inc.

CRM|79466L302

Shares:947

Value:$254.0K

% of Portfolio:0.1% ($254.0K/$264.9M)

81369Y886

Shares:3.1K

Value:$245.6K

% of Portfolio:0.1% ($245.6K/$264.9M)

AMGEN INC

AMGN|031162100

Shares:773

Value:$240.9K

% of Portfolio:0.1% ($240.9K/$264.9M)

BlackRock, Inc.

BLK|09290D101

Shares:246

Value:$232.8K

% of Portfolio:0.1% ($232.8K/$264.9M)

Accenture plc

ACN|G1151C101

Shares:740

Value:$230.9K

% of Portfolio:0.1% ($230.9K/$264.9M)

922908744

VTV|922908744

Shares:1.3K

Value:$230.5K

% of Portfolio:0.1% ($230.5K/$264.9M)

MCDONALDS CORP

MCD|580135101

Shares:734

Value:$229.2K

% of Portfolio:0.1% ($229.2K/$264.9M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:4.3K

Value:$218.0K

% of Portfolio:0.1% ($218.0K/$264.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.8K

Value:$211.2K

% of Portfolio:0.1% ($211.2K/$264.9M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:816

Value:$202.8K

% of Portfolio:0.1% ($202.8K/$264.9M)

FORD MOTOR CO

F|345370860

Shares:16.8K

Value:$168.8K

% of Portfolio:0.1% ($168.8K/$264.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$298.2K	0.1% ($298.2K/$264.9M)	QoQ NEW(+$298.2K) YoY NEW(+$298.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.7K	QoQ -3.49% (-63) YoY +4.07% (+68)	All Managers (Combined)	$296.2K	0.1% ($296.2K/$264.9M)	QoQ -1.88% (-$5.7K) YoY +9.33% (+$25.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	658	QoQ +31.60% (+158) YoY NEW(+658)	All Managers (Combined)	$293.9K	0.1% ($293.9K/$264.9M)	QoQ +20.87% (+$50.8K) YoY NEW(+$293.9K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.2K	QoQ -5.18% (-65) YoY NEW(+1.2K)	All Managers (Combined)	$289.9K	0.1% ($289.9K/$264.9M)	QoQ +8.97% (-$23.9K) YoY NEW(+$289.9K)
NETFLIX INC(NFLXcusip64110L106)	307	QoQ NEW(+307) YoY NEW(+307)	All Managers (Combined)	$286.3K	0.1% ($286.3K/$264.9M)	QoQ NEW(+$286.3K) YoY NEW(+$286.3K)
Mastercard Inc(MAcusip57636Q104)	496	QoQ NEW(+496) YoY +9.25% (+42)	All Managers (Combined)	$271.9K	0.1% ($271.9K/$264.9M)	QoQ NEW(+$271.9K) YoY +24.45% (+$53.4K)
LAM RESEARCH CORP(LRCXcusip512807306)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$268.1K	0.1% ($268.1K/$264.9M)	QoQ NEW(+$268.1K) YoY NEW(+$268.1K)
Salesforce, Inc.(CRMcusip79466L302)	947	QoQ NEW(+947) YoY NEW(+947)	All Managers (Combined)	$254.0K	0.1% ($254.0K/$264.9M)	QoQ NEW(+$254.0K) YoY NEW(+$254.0K)
(cusip81369Y886)✕	3.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$245.6K	0.1% ($245.6K/$264.9M)	QoQ +4.17% (+$9.8K) YoY +20.10% (+$41.1K)
AMGEN INC(AMGNcusip031162100)	773	QoQ +0.38% (+3) YoY -42.78% (-578)	All Managers (Combined)	$240.9K	0.1% ($240.9K/$264.9M)	QoQ +19.99% (+$40.1K) YoY -37.28% (-$143.3K)
BlackRock, Inc.(BLKcusip09290D101)	246	QoQ NEW(+246) YoY NEW(+246)	All Managers (Combined)	$232.8K	0.1% ($232.8K/$264.9M)	QoQ NEW(+$232.8K) YoY NEW(+$232.8K)
Accenture plc(ACNcusipG1151C101)	740	QoQ +26.49% (+155) YoY NEW(+740)	All Managers (Combined)	$230.9K	0.1% ($230.9K/$264.9M)	QoQ +12.26% (+$25.2K) YoY NEW(+$230.9K)
(VTVcusip922908744)	1.3K	QoQ -13.37% (-206) YoY -24.76% (-439)	All Managers (Combined)	$230.5K	0.1% ($230.5K/$264.9M)	QoQ -11.60% (-$30.3K) YoY -20.17% (-$58.2K)
MCDONALDS CORP(MCDcusip580135101)	734	QoQ -21.24% (-198) YoY -25.48% (-251)	All Managers (Combined)	$229.2K	0.1% ($229.2K/$264.9M)	QoQ -15.19% (-$41.1K) YoY -17.45% (-$48.4K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	4.3K	QoQ -6.50% (-302) YoY +5396.20% (-4.3K)	All Managers (Combined)	$218.0K	0.1% ($218.0K/$264.9M)	QoQ -22.14% (-$62.0K) YoY -5.05% (-$11.6K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.8K	QoQ -17.89% (-387) YoY -4.97% (-93)	All Managers (Combined)	$211.2K	0.1% ($211.2K/$264.9M)	QoQ -9.21% (-$21.4K) YoY -2.80% (-$6.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	816	QoQ NEW(+816) YoY NEW(+816)	All Managers (Combined)	$202.8K	0.1% ($202.8K/$264.9M)	QoQ NEW(+$202.8K) YoY NEW(+$202.8K)
FORD MOTOR CO(Fcusip345370860)	16.8K	QoQ +25.46% (+3.4K) YoY NEW(+16.8K)	All Managers (Combined)	$168.8K	0.1% ($168.8K/$264.9M)	QoQ +27.11% (+$36.0K) YoY NEW(+$168.8K)