Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Benchmark Wealth Management LLC
  City: Old Lyme
  State: CT
  Zip: 06371
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $183,473,000
  Total Value Change : $14,309,000
  Securities Held Change : 2
   
All Securities Held : 49
  New Positions : 2
  Closed Positions : 0
  Increased Positions : 18
  Unchanged Positions : 18
  Decreased Positions : 11

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 45 New $887.47 $271,000 300 0.15% 271,000 300 0    Semiconductor - Speci...
   (IJK)1 Year Chart         IJK iShares S&P mC400/BARRA GR 46 New $90.07 $219,000 2,398 0.12% 219,000 2,398 0.002    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results