Benchmark Financial Wealth Advisors
Latest statistics and disclosures from Benchmark Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, ITOT, SCHF, VYM, NOBL, and represent 44.88% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: CCOR (+$5.8M), SPY, RSP, VYM, NOBL, XLV, SMMD, VEU, PM, IJH.
- Started 7 new stock positions in CCOR, LOW, SMMD, PM, MO, GLD, MCD.
- Reduced shares in these 10 stocks: IUSG, USFR, MOAT, ITOT, IWM, VO, IJR, VTI, SHY, IBM.
- Sold out of its positions in IBM, SHY, TSLA, MOAT, USFR.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $1.1M.
- Benchmark Financial Wealth Advisors has $184M in assets under management (AUM), dropping by 8.13%.
- Central Index Key (CIK): 0001757706
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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
- Benchmark Financial Wealth Advisors 2022 Q4 filed Jan. 23, 2023
- Benchmark Financial Wealth Advisors 2022 Q3 filed Nov. 1, 2022
- Benchmark Financial Wealth Advisors 2022 Q2 filed July 22, 2022
- Benchmark Financial Wealth Advisors 2022 Q1 filed April 22, 2022
- Benchmark Financial Wealth Advisors 2021 Q4 filed Jan. 26, 2022
- Benchmark Financial Wealth Advisors 2021 Q3 filed Oct. 26, 2021
- Benchmark Financial Wealth Advisors 2021 Q2 filed July 26, 2021
- Benchmark Financial Wealth Advisors 2021 Q1 filed April 26, 2021
- Benchmark Financial Wealth Advisors 2020 Q4 filed Jan. 20, 2021
- Benchmark Financial Wealth Advisors 2020 Q3 filed Oct. 15, 2020
- Benchmark Financial Wealth Advisors 2020 Q2 filed July 21, 2020
- Benchmark Financial Wealth Advisors 2020 Q1 filed May 8, 2020
- Benchmark Financial Wealth Advisors 2019 Q4 filed Jan. 31, 2020
- Benchmark Financial Wealth Advisors 2019 Q3 filed Nov. 1, 2019
- Benchmark Financial Wealth Advisors 2019 Q2 filed July 25, 2019
- Benchmark Financial Wealth Advisors 2019 Q1 filed April 24, 2019