Benchmark Financial Wealth Advisors

Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:

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Positions held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 70 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.7 $25M -2% 132k 191.19
Ishares Tr Core S&p Ttl Stk (ITOT) 8.9 $16M -7% 193k 84.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.7 $14M 441k 32.21
Vanguard Whitehall Fds High Div Yld (VYM) 7.5 $14M +16% 128k 108.21
Proshares Tr S&p 500 Dv Arist (NOBL) 7.0 $13M +9% 143k 89.99
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $11M -7% 113k 94.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.7 $10M +46% 27k 382.43
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.7 $8.6M +4% 171k 50.14
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.4 $8.0M +8% 59k 135.85
Listed Fd Tr Core Alt Fd (CCOR) 3.2 $5.8M NEW 184k 31.58
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $5.8M -14% 28k 203.81
Apple (AAPL) 2.6 $4.9M 37k 129.93
Ishares Tr Russell 2000 Etf (IWM) 2.5 $4.7M -17% 27k 174.36
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $4.5M +175% 32k 141.25

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Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $4.0M +8% 17k 241.88
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.1 $3.8M -5% 8.6k 442.79
Microsoft Corporation (MSFT) 1.4 $2.5M +3% 11k 239.81
Amazon (AMZN) 1.0 $1.9M 23k 84.00
Ishares Tr Core High Dv Etf (HDV) 1.0 $1.8M -13% 17k 104.24
Ishares Msci Equal Weite (EUSA) 0.7 $1.3M -7% 17k 72.94
Marriott Intl Cl A (MAR) 0.7 $1.2M 8.2k 148.89
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.2M 14k 88.23
NVIDIA Corporation (NVDA) 0.6 $1.1M -5% 7.4k 146.14
Bristol Myers Squibb (BMY) 0.6 $1.1M 15k 71.95
Ishares Tr Core S&p500 Etf (IVV) 0.5 $920k +4% 2.4k 384.27
Ishares Tr Core Msci Total (IXUS) 0.5 $858k -4% 15k 57.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $819k -14% 3.8k 214.21
Home Depot (HD) 0.4 $763k 2.4k 315.85
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $732k -85% 9.0k 81.52
Visa Com Cl A (V) 0.4 $711k +23% 3.4k 207.73
Select Sector Spdr Tr Technology (XLK) 0.3 $626k -13% 5.0k 124.45
Bank of America Corporation (BAC) 0.3 $587k +27% 18k 33.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $568k 3.7k 151.67
Ishares Tr Rusel 2500 Etf (SMMD) 0.3 $525k NEW 9.9k 53.14
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $467k -23% 6.6k 70.63
Costco Wholesale Corporation (COST) 0.2 $447k +5% 980.00 456.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $445k +2% 1.7k 266.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $431k +6% 1.4k 308.96
Waste Management (WM) 0.2 $399k -3% 2.5k 156.90
UnitedHealth (UNH) 0.2 $391k 737.00 530.01
Meta Platforms Cl A (META) 0.2 $374k 3.1k 120.34
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $374k +31% 8.9k 41.97
Pfizer (PFE) 0.2 $374k -7% 7.3k 51.24
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $365k 1.0k 351.26
Merck & Co (MRK) 0.2 $354k +3% 3.2k 110.95
Coca-Cola Company (KO) 0.2 $342k -12% 5.4k 63.60
Johnson & Johnson (JNJ) 0.2 $331k -2% 1.9k 176.66
Boeing Company (BA) 0.2 $331k -2% 1.7k 190.45
Philip Morris International (PM) 0.2 $329k NEW 3.2k 101.20
Blackstone Group Inc Com Cl A (BX) 0.2 $327k 4.4k 74.18
Wal-Mart Stores (WMT) 0.2 $325k -8% 2.3k 141.82
Ishares Tr Core Div Grwth (DGRO) 0.2 $325k -21% 6.5k 50.00
Flexshopper Com New (FPAY) 0.2 $304k 329k 0.93
American Intl Group Com New (AIG) 0.2 $299k +2% 4.7k 63.25
Wells Fargo & Company (WFC) 0.2 $299k +4% 7.2k 41.29
Altria (MO) 0.2 $282k NEW 6.2k 45.71
Vanguard Index Fds Value Etf (VTV) 0.1 $262k -21% 1.9k 140.39
Corning Incorporated (GLW) 0.1 $262k +5% 8.2k 31.94
Alphabet Cap Stk Cl C (GOOG) 0.1 $261k 2.9k 88.72
JPMorgan Chase & Co. (JPM) 0.1 $256k -6% 1.9k 134.10
Ferrari Nv Ord (RACE) 0.1 $255k 1.2k 214.21
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $251k -40% 1.7k 151.89
Walt Disney Company (DIS) 0.1 $239k +3% 2.7k 86.88
Danaher Corporation (DHR) 0.1 $228k 860.00 265.51
Spdr Gold Tr Gold Shs (GLD) 0.1 $223k NEW 1.3k 169.64
McDonald's Corporation (MCD) 0.1 $217k NEW 825.00 263.42
Lowe's Companies (LOW) 0.1 $214k NEW 1.1k 199.19
Qualcomm (QCOM) 0.1 $201k -9% 1.8k 109.95
F45 Training Holdings (FXLV) 0.1 $198k 70k 2.85
Opko Health (OPK) 0.0 $13k 11k 1.25

Past Filings by Benchmark Financial Wealth Advisors

SEC 13F filings are viewable for Benchmark Financial Wealth Advisors going back to 2018

View all past filings