Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Sept. 30, 2020

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 62 positions in its portfolio as reported in 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 187k 75.49
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $13M 111k 118.06
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.4 $9.9M 196k 50.45
Ishares Tr Core Msci Total (IXUS) 6.0 $9.3M 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 107k 72.15
Ishares Tr Core S&p Us Gwt (IUSG) 3.5 $5.4M 68k 79.98
Vanguard Whitehall Fds High Div Yld (VYM) 3.4 $5.4M 66k 80.92
Apple (AAPL) 3.3 $5.1M 44k 115.81
Ishares Tr Russell 2000 Etf (IWM) 3.1 $4.8M 32k 149.78
Amazon (AMZN) 2.9 $4.5M 1.4k 3148.71
Vanguard Index Fds Mid Cap Etf (VO) 2.8 $4.4M 25k 176.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $4.0M 42k 95.80
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $3.3M 18k 185.32
Vanguard Index Fds Value Etf (VTV) 1.5 $2.4M 23k 104.51
Microsoft Corporation (MSFT) 1.4 $2.2M 11k 210.30
Ishares Tr Core S&p Us Vlu (IUSV) 1.3 $2.1M 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 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 2.2k 541.19
Facebook Cl A (META) 0.7 $1.1M 4.3k 261.88
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 743.00 1465.68
Proshares Tr Ultrapro Dow 30 0.6 $908k 50k 18.12
Bristol Myers Squibb (BMY) 0.6 $885k 15k 60.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $861k 2.6k 334.89
Proshares Tr Ultrapro Short S 0.6 $858k 99k 8.70
Marriott Intl Cl A (MAR) 0.5 $826k 8.9k 92.54
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $777k 2.8k 277.70
Visa Com Cl A (V) 0.5 $702k 3.5k 200.06
Flexshopper Com New (FPAY) 0.4 $602k 340k 1.77
Home Depot (HD) 0.4 $585k 2.1k 277.91
Proshares Tr Ultrapro Sht Qqq 0.3 $457k 19k 23.84
Ishares Msci Equal Weite (EUSA) 0.3 $444k 7.3k 61.10
Boeing Company (BA) 0.3 $430k 2.6k 165.13
Zoom Video Communications In Cl A (ZM) 0.2 $357k 759.00 470.36
Disney Walt Com Disney (DIS) 0.2 $357k 2.9k 123.96
Mastercard Incorporated Cl A (MA) 0.2 $352k 1.0k 338.46
salesforce (CRM) 0.2 $348k 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 876.00 329.91
International Business Machines (IBM) 0.2 $285k 2.3k 121.59
At&t (T) 0.2 $282k 9.9k 28.52
Servicenow (NOW) 0.2 $279k 576.00 484.38
Verizon Communications (VZ) 0.2 $258k 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 4.4k 55.71
Johnson & Johnson (JNJ) 0.2 $246k 1.7k 148.73
McDonald's Corporation (MCD) 0.2 $243k 1.1k 219.91
Paypal Holdings (PYPL) 0.2 $240k 1.2k 197.21
Pfizer (PFE) 0.1 $231k 6.3k 36.63
Corning Incorporated (GLW) 0.1 $222k 6.9k 32.40
Docusign (DOCU) 0.1 $211k 980.00 215.31
Spdr Gold Tr Gold Shs (GLD) 0.1 $206k 1.2k 176.98
Alpha Pro Tech (APT) 0.1 $202k 14k 14.76
Coca-Cola Company (KO) 0.1 $201k 4.1k 49.40
Opko Health (OPK) 0.1 $168k 46k 3.69
Nuveen Emerging Mkts Debt 20 0.1 $96k 13k 7.68
Blackrock 2022 Gbl Incm Opp 0.1 $87k 10k 8.70