Benchmark Financial Wealth Advisors as of March 31, 2019
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 34 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 27.6 | $26M | 183k | 144.71 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 22.9 | $22M | 437k | 50.15 | |
iShares Russell 2000 Index (IWM) | 11.1 | $11M | 69k | 153.09 | |
Vanguard Value ETF (VTV) | 6.3 | $6.1M | 56k | 107.63 | |
iShares S&P MidCap 400 Index (IJH) | 5.2 | $5.0M | 26k | 189.39 | |
Ishares Inc core msci emkt (IEMG) | 4.2 | $4.1M | 79k | 51.71 | |
iShares S&P SmallCap 600 Index (IJR) | 3.0 | $2.8M | 37k | 77.14 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.7 | $2.6M | 7.4k | 345.39 | |
Amazon (AMZN) | 2.3 | $2.2M | 1.2k | 1780.72 | |
Proshares Tr S&p 500 Aristo (NOBL) | 2.2 | $2.1M | 31k | 67.77 | |
Apple (AAPL) | 1.6 | $1.6M | 8.3k | 189.99 | |
iShares S&P 500 Index (IVV) | 1.2 | $1.1M | 4.0k | 284.64 | |
Ishares Inc cmn (EUSA) | 1.1 | $1.0M | 18k | 57.35 | |
Marriott International (MAR) | 0.9 | $820k | 6.6k | 125.06 | |
Microsoft Corporation (MSFT) | 0.8 | $800k | 6.8k | 117.87 | |
Netflix (NFLX) | 0.7 | $641k | 1.8k | 356.51 | |
Facebook Inc cl a (META) | 0.6 | $613k | 3.7k | 166.62 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $586k | 2.1k | 282.41 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $573k | 487.00 | 1176.59 | |
NVIDIA Corporation (NVDA) | 0.6 | $546k | 3.0k | 179.55 | |
At&t (T) | 0.5 | $475k | 15k | 31.34 | |
Ishares Tr Exponential Technologies Etf (XT) | 0.4 | $414k | 11k | 38.00 | |
International Business Machines (IBM) | 0.4 | $357k | 2.5k | 140.94 | |
Visa (V) | 0.3 | $328k | 2.1k | 156.34 | |
Boeing Company (BA) | 0.3 | $304k | 797.00 | 381.43 | |
Verizon Communications (VZ) | 0.3 | $299k | 5.1k | 59.16 | |
Constellation Brands (STZ) | 0.3 | $249k | 1.4k | 175.11 | |
Home Depot (HD) | 0.2 | $236k | 1.2k | 192.03 | |
Costco Wholesale Corporation (COST) | 0.2 | $232k | 959.00 | 241.92 | |
Corning Incorporated (GLW) | 0.2 | $217k | 6.5k | 33.17 | |
Chevron Corporation (CVX) | 0.2 | $216k | 1.8k | 123.29 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $217k | 5.9k | 36.51 | |
Flexshopper (FPAY) | 0.2 | $161k | 197k | 0.82 | |
Flexshopper Inc *w exp 09/28/202 | 0.0 | $25k | 88k | 0.29 |