Benchmark Financial Wealth Advisors as of Sept. 30, 2019
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 33 positions in its portfolio as reported in the September 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Total Stock Market ETF (VTI) | 28.3 | $29M | 191k | 151.00 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 20.6 | $21M | 421k | 49.90 | |
iShares Russell 2000 Index (IWM) | 10.5 | $11M | 71k | 151.33 | |
Proshares Tr S&p 500 Aristo (NOBL) | 6.7 | $6.8M | 95k | 71.58 | |
iShares S&P MidCap 400 Index (IJH) | 6.3 | $6.5M | 33k | 193.24 | |
Vanguard Value ETF (VTV) | 5.6 | $5.7M | 51k | 111.63 | |
iShares S&P SmallCap 600 Index (IJR) | 2.8 | $2.9M | 37k | 77.84 | |
SPDR S&P MidCap 400 ETF (MDY) | 2.3 | $2.3M | 6.5k | 352.48 | |
iShares S&P 500 Index (IVV) | 2.1 | $2.2M | 7.3k | 298.58 | |
Amazon (AMZN) | 2.0 | $2.0M | 1.2k | 1735.80 | |
Apple (AAPL) | 1.7 | $1.8M | 7.8k | 223.95 | |
iShares S&P 1500 Index Fund (ITOT) | 1.1 | $1.2M | 18k | 67.09 | |
iShares Lehman Aggregate Bond (AGG) | 1.1 | $1.1M | 9.7k | 113.18 | |
Ishares Inc cmn (EUSA) | 1.1 | $1.1M | 18k | 59.66 | |
Microsoft Corporation (MSFT) | 0.9 | $934k | 6.7k | 138.95 | |
Marriott International (MAR) | 0.7 | $712k | 5.7k | 124.41 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $649k | 2.2k | 296.75 | |
Alphabet Inc Class A cs (GOOGL) | 0.6 | $598k | 490.00 | 1220.41 | |
Facebook Inc cl a (META) | 0.6 | $563k | 3.2k | 178.16 | |
Proshares Tr Ii Vix Strmfut Et etfeqty | 0.5 | $511k | 26k | 19.51 | |
Boeing Company (BA) | 0.5 | $470k | 1.2k | 380.26 | |
Ishares Tr Exponential Technologies Etf (XT) | 0.4 | $408k | 11k | 38.62 | |
International Business Machines (IBM) | 0.3 | $336k | 2.3k | 145.39 | |
Visa (V) | 0.3 | $340k | 2.0k | 171.98 | |
iShares Russell 3000 Growth Index (IUSG) | 0.3 | $329k | 5.2k | 62.77 | |
Proshares Tr Ultrapro Sht Qqq | 0.3 | $325k | 10k | 32.50 | |
Flexshopper (FPAY) | 0.3 | $311k | 202k | 1.54 | |
NVIDIA Corporation (NVDA) | 0.3 | $292k | 1.7k | 174.22 | |
Walt Disney Company (DIS) | 0.3 | $277k | 2.1k | 130.23 | |
Proshares Tr ultrapro short s | 0.2 | $260k | 10k | 26.00 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $249k | 6.6k | 37.58 | |
Home Depot (HD) | 0.2 | $226k | 974.00 | 232.03 | |
Flexshopper Inc *w exp 09/28/202 | 0.0 | $42k | 88k | 0.48 |