Benchmark Financial Wealth Advisors as of June 30, 2019
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 36 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 27.9 | $29M | 190k | 150.09 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 22.0 | $23M | 442k | 50.99 | |
| iShares Russell 2000 Index (IWM) | 11.0 | $11M | 73k | 155.50 | |
| Vanguard Value ETF (VTV) | 6.1 | $6.2M | 56k | 110.91 | |
| iShares S&P MidCap 400 Index (IJH) | 5.8 | $6.0M | 31k | 194.25 | |
| Ishares Inc core msci emkt (IEMG) | 3.8 | $3.9M | 75k | 51.44 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 2.7 | $2.8M | 40k | 69.38 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.5 | $2.6M | 33k | 78.29 | |
| Amazon (AMZN) | 2.4 | $2.4M | 1.3k | 1893.78 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.4 | $2.4M | 6.8k | 354.61 | |
| Apple (AAPL) | 1.9 | $1.9M | 9.7k | 197.92 | |
| iShares S&P 500 Index (IVV) | 1.3 | $1.4M | 4.6k | 294.78 | |
| Ishares Inc cmn (EUSA) | 1.0 | $1.0M | 18k | 59.30 | |
| Microsoft Corporation (MSFT) | 0.9 | $914k | 6.8k | 134.00 | |
| Marriott International (MAR) | 0.8 | $803k | 5.7k | 140.31 | |
| Facebook Inc cl a (META) | 0.8 | $775k | 4.0k | 192.88 | |
| Netflix (NFLX) | 0.7 | $691k | 1.9k | 367.16 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $610k | 2.1k | 293.13 | |
| NVIDIA Corporation (NVDA) | 0.6 | $594k | 3.6k | 164.22 | |
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $540k | 499.00 | 1082.16 | |
| At&t (T) | 0.5 | $516k | 15k | 33.48 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.5 | $471k | 12k | 38.55 | |
| Costco Wholesale Corporation (COST) | 0.4 | $373k | 1.4k | 264.54 | |
| Boeing Company (BA) | 0.3 | $337k | 925.00 | 364.32 | |
| Verizon Communications (VZ) | 0.3 | $320k | 5.6k | 57.05 | |
| International Business Machines (IBM) | 0.3 | $318k | 2.3k | 137.72 | |
| Visa (V) | 0.3 | $317k | 1.8k | 173.79 | |
| Home Depot (HD) | 0.3 | $273k | 1.3k | 208.24 | |
| Walt Disney Company (DIS) | 0.3 | $276k | 2.0k | 139.53 | |
| Constellation Brands (STZ) | 0.3 | $281k | 1.4k | 197.05 | |
| Chevron Corporation (CVX) | 0.2 | $234k | 1.9k | 124.47 | |
| Sinclair Broadcast | 0.2 | $224k | 4.2k | 53.54 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $221k | 6.0k | 36.89 | |
| Corning Incorporated (GLW) | 0.2 | $219k | 6.6k | 33.27 | |
| Flexshopper (FPAY) | 0.2 | $216k | 197k | 1.10 | |
| Flexshopper Inc *w exp 09/28/202 | 0.0 | $26k | 88k | 0.30 |
