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, AGG, VEU, IXUS, and represent 46.54% of Benchmark Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL, AGG, ITOT, IUSG, BMY, IXUS, AMZN, VCIT, Proshares Ultrapro Short Qqq, ZM.
- Started 11 new stock positions in PYPL, DOCU, JNJ, JEMD, BMY, Proshares Ultrapro Short Qqq, GLD, GLW, IAGG, BGIO. ZM.
- Reduced shares in these 10 stocks: Proshares Tr Ultrapro Sht Qqq, VTV, VEU, IJH, BX, NVAX, IWM, DVAX, EUSA, KO.
- Sold out of its positions in BX, CDEV, DVAX, NVAX, Proshares Tr Ultrapro Sht Qqq.
- Benchmark Financial Wealth Advisors was a net buyer of stock by $14M.
- Benchmark Financial Wealth Advisors has $155M in assets under management (AUM), dropping by 14.11%.
Tip: Access up to 7 years of quarterly data
Positions held by Benchmark Financial Wealth Advisors, LLC consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 | |
Setup an alertBenchmark Financial Wealth Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified? |
||||||
| 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
- 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
- Benchmark Financial Wealth Advisors 2018 Q4 filed Jan. 30, 2019
- Benchmark Financial Wealth Advisors 2018 Q3 filed Nov. 5, 2018