Heather Moore
@Benchmark Wealth Management, Llc
Latest period2024 - Q4ReportedManaged Assets$203.136MTotal holdings52
Assets growth rate0.35%Assets growth rate (2-Q avg)4.11%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Benchmark Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.
Assets under management
The assets under management (AUM) of Benchmark Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 203.136M in assets, with a quarterly growth rate of 0.35% and a 2-quarter average growth rate of 4.11%. The portfolio is managed by Heather Moore, and others.
Portfolio holdings
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