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, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Benchmark Financial Wealth Advisors

Companies in the Benchmark Financial Wealth Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.7 $26M 152k 170.31
Ishares Tr Core S&p Ttl Stk (ITOT) 9.1 $14M +11% 187k 75.49
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $13M +18% 111k 118.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.4 $9.9M -2% 196k 50.45
Ishares Tr Core Msci Total (IXUS) 6.0 $9.3M +9% 159k 58.34
Ishares Tr Core S&p Scp Etf (IJR) 5.2 $8.1M 115k 70.23
Proshares Tr S&p 500 Dv Arist (NOBL) 5.0 $7.7M +4% 107k 72.15
Ishares Tr Core S&p Us Gwt (IUSG) 3.5 $5.4M +27% 68k 79.98
Vanguard Whitehall Fds High Div Yld (VYM) 3.4 $5.4M +3% 66k 80.92
Apple (AAPL) 3.3 $5.1M +373% 44k 115.81
Ishares Tr Russell 2000 Etf (IWM) 3.1 $4.8M -3% 32k 149.78
Amazon (AMZN) 2.9 $4.5M +16% 1.4k 3148.71
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $4.4M +4% 25k 176.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $4.0M +15% 42k 95.80

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Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $3.3M -6% 18k 185.32
Vanguard Index Fds Value Etf (VTV) 1.5 $2.4M -16% 23k 104.51
Microsoft Corporation (MSFT) 1.4 $2.2M +8% 11k 210.30
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $2.1M -2% 38k 54.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.3 $2.0M 6.0k 338.75
Select Sector Spdr Tr Technology (XLK) 1.1 $1.7M +22% 15k 116.71
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.5M 4.4k 336.05
NVIDIA Corporation (NVDA) 0.8 $1.2M +4% 2.2k 541.19
Facebook Cl A (FB) 0.7 $1.1M 4.3k 261.88
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M +14% 743.00 1465.68
Proshares Tr Ultrapro Dow 30 (SDOW) 0.6 $908k 50k 18.12
Bristol Myers Squibb (BMY) 0.6 $885k NEW 15k 60.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $861k +6% 2.6k 334.89
Proshares Tr Ultrapro Short S (SPXU) 0.6 $858k +25% 99k 8.70
Marriott Intl Cl A (MAR) 0.5 $826k +2% 8.9k 92.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $777k +28% 2.8k 277.70
Visa Com Cl A (V) 0.5 $702k +2% 3.5k 200.06
Flexshopper Com New (FPAY) 0.4 $602k 340k 1.77
Home Depot (HD) 0.4 $585k -8% 2.1k 277.91
Proshares Tr Ultrapro Sht Qqq 0.3 $457k NEW 19k 23.84
Ishares Msci Equal Weite (EUSA) 0.3 $444k -14% 7.3k 61.10
Boeing Company (BA) 0.3 $430k +4% 2.6k 165.13
Zoom Video Communications In Cl A (ZM) 0.2 $357k NEW 759.00 470.36
Disney Walt Com Disney (DIS) 0.2 $357k -7% 2.9k 123.96
Mastercard Incorporated Cl A (MA) 0.2 $352k +23% 1.0k 338.46
salesforce (CRM) 0.2 $348k +21% 1.4k 251.08
Netflix (NFLX) 0.2 $333k 665.00 500.75
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $333k 1.1k 308.05
Lululemon Athletica (LULU) 0.2 $289k +4% 876.00 329.91
International Business Machines (IBM) 0.2 $285k 2.3k 121.59
At&t (T) 0.2 $282k +49% 9.9k 28.52
Servicenow (NOW) 0.2 $279k -10% 576.00 484.38
Verizon Communications (VZ) 0.2 $258k -13% 4.3k 59.47
Chipotle Mexican Grill (CMG) 0.2 $257k 207.00 1241.55
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $248k 6.8k 36.40
Ishares Tr Core Intl Aggr (IAGG) 0.2 $247k NEW 4.4k 55.71
Johnson & Johnson (JNJ) 0.2 $246k NEW 1.7k 148.73
McDonald's Corporation (MCD) 0.2 $243k -11% 1.1k 219.91
Paypal Holdings (PYPL) 0.2 $240k NEW 1.2k 197.21
Pfizer (PFE) 0.1 $231k -6% 6.3k 36.63
Corning Incorporated (GLW) 0.1 $222k NEW 6.9k 32.40
Docusign (DOCU) 0.1 $211k NEW 980.00 215.31
Spdr Gold Tr Gold Shs (GLD) 0.1 $206k NEW 1.2k 176.98
Alpha Pro Tech (APT) 0.1 $202k +24% 14k 14.76
Coca-Cola Company (KO) 0.1 $201k -26% 4.1k 49.40
Opko Health (OPK) 0.1 $168k +127% 46k 3.69
Nuveen Emerging Mkts Debt 20 (JEMD) 0.1 $96k NEW 13k 7.68
Blackrock 2022 Gbl Incm Opp (BGIO) 0.1 $87k NEW 10k 8.70

Past Filings by Benchmark Financial Wealth Advisors

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