Benchmark Financial Wealth Advisors as of March 31, 2020
Portfolio Holdings for Benchmark Financial Wealth Advisors
Benchmark Financial Wealth Advisors holds 37 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 23.8 | $24M | 184k | 128.91 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 17.0 | $17M | 412k | 41.02 | |
| iShares Russell 2000 Index (IWM) | 8.3 | $8.3M | 72k | 114.46 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 6.2 | $6.1M | 106k | 57.67 | |
| iShares S&P MidCap 400 Index (IJH) | 5.7 | $5.6M | 39k | 143.85 | |
| iShares Lehman Aggregate Bond (AGG) | 5.6 | $5.5M | 48k | 115.38 | |
| Vanguard Value ETF (VTV) | 4.5 | $4.4M | 50k | 89.06 | |
| iShares S&P 1500 Index Fund (ITOT) | 4.1 | $4.1M | 72k | 57.21 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 2.9 | $2.9M | 34k | 87.09 | |
| Amazon (AMZN) | 2.6 | $2.6M | 1.3k | 1949.70 | |
| iShares S&P 500 Index (IVV) | 2.5 | $2.4M | 9.5k | 258.39 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.3 | $2.3M | 40k | 56.12 | |
| Apple (AAPL) | 2.0 | $2.0M | 7.9k | 254.32 | |
| SPDR S&P MidCap 400 ETF (MDY) | 1.7 | $1.7M | 6.4k | 262.81 | |
| Proshares Ultpro Shrt Dow30 etf | 1.4 | $1.4M | 28k | 48.21 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.1M | 7.1k | 157.75 | |
| Ishares Inc cmn (EUSA) | 0.8 | $840k | 18k | 46.61 | |
| Proshares Tr ultrapro short s | 0.7 | $724k | 30k | 24.13 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $581k | 500.00 | 1162.00 | |
| Spdr S&p 500 Etf (SPY) | 0.6 | $568k | 2.2k | 257.83 | |
| Facebook Inc cl a (META) | 0.5 | $521k | 3.1k | 166.83 | |
| iShares Russell 3000 Value Index (IUSV) | 0.5 | $499k | 11k | 46.21 | |
| Proshares Tr Ultrapro Sht Qqq | 0.5 | $487k | 25k | 19.48 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.4 | $434k | 7.6k | 57.09 | |
| Flexshopper (FPAY) | 0.4 | $433k | 341k | 1.27 | |
| Marriott International (MAR) | 0.4 | $366k | 4.9k | 74.88 | |
| NVIDIA Corporation (NVDA) | 0.4 | $358k | 1.4k | 263.62 | |
| Visa (V) | 0.3 | $346k | 2.1k | 161.01 | |
| Technology SPDR (XLK) | 0.3 | $344k | 4.3k | 80.26 | |
| Beyond Meat (BYND) | 0.3 | $284k | 4.3k | 66.59 | |
| International Business Machines (IBM) | 0.3 | $257k | 2.3k | 111.02 | |
| Netflix (NFLX) | 0.2 | $217k | 579.00 | 374.78 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $214k | 6.7k | 31.88 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.2 | $210k | 889.00 | 236.22 | |
| Walt Disney Company (DIS) | 0.2 | $208k | 2.2k | 96.56 | |
| Ishares Tr Exponential Technologies Etf (XT) | 0.2 | $207k | 5.8k | 35.63 | |
| Boeing Company (BA) | 0.2 | $203k | 1.4k | 148.94 |
