Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 67 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.9 $29M 149k 194.64
Ishares Tr Core S&p Ttl Stk (ITOT) 9.3 $17M 196k 86.22
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $14M 121k 118.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.2 $11M 192k 58.36
Ishares Tr Core S&p Scp Etf (IJR) 6.0 $11M 119k 91.90
Ishares Tr Core Msci Total (IXUS) 6.0 $11M 162k 67.19
Proshares Tr S&p 500 Dv Arist (NOBL) 4.7 $8.6M 108k 79.88
Ishares Tr Core S&p Us Gwt (IUSG) 3.7 $6.7M 75k 88.68
Vanguard Whitehall Fds High Div Yld (VYM) 3.4 $6.3M 69k 91.51
Ishares Tr Russell 2000 Etf (IWM) 3.4 $6.1M 31k 196.05
Apple (AAPL) 3.1 $5.7M 43k 132.68
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $5.5M 26k 206.77
Amazon (AMZN) 2.6 $4.8M 1.5k 3257.03
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.6 $4.7M 49k 97.14
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $3.9M 17k 229.82
Ishares Tr Core S&p Us Vlu (IUSV) 1.5 $2.7M 43k 62.18
Vanguard Index Fds Value Etf (VTV) 1.4 $2.6M 22k 118.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $2.5M 6.0k 419.84
Microsoft Corporation (MSFT) 1.3 $2.4M 11k 222.42
Select Sector Spdr Tr Technology (XLK) 1.2 $2.2M 17k 130.02
Ishares Tr Core S&p500 Etf (IVV) 1.1 $1.9M 5.1k 375.32
Marriott Intl Cl A (MAR) 0.8 $1.5M 11k 131.89
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 735.00 1752.38
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.2M 3.9k 313.65
Facebook Cl A (META) 0.6 $1.2M 4.3k 273.21
NVIDIA Corporation (NVDA) 0.6 $1.1M 2.2k 522.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.1M 3.0k 373.79
Bristol Myers Squibb (BMY) 0.5 $912k 15k 62.05
Flexshopper Com New (FPAY) 0.5 $874k 340k 2.57
Visa Com Cl A (V) 0.4 $801k 3.7k 218.61
Proshares Tr Ultrapro Dow 30 0.4 $639k 50k 12.76
Home Depot (HD) 0.3 $584k 2.2k 265.58
Proshares Tr Ultrapro Short S 0.3 $578k 98k 5.92
Boeing Company (BA) 0.3 $575k 2.7k 213.99
Ishares Msci Equal Weite (EUSA) 0.3 $525k 7.3k 72.19
Walt Disney Company (DIS) 0.3 $491k 2.7k 181.18
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $481k 2.0k 240.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $454k 3.3k 136.83
Nio Spon Ads (NIO) 0.2 $415k 8.5k 48.69
salesforce (CRM) 0.2 $379k 1.7k 222.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $363k 1.1k 343.75
Mastercard Incorporated Cl A (MA) 0.2 $351k 983.00 357.07
Netflix (NFLX) 0.2 $342k 633.00 540.28
Servicenow (NOW) 0.2 $336k 611.00 549.92
Lululemon Athletica (LULU) 0.2 $318k 915.00 347.54
International Business Machines (IBM) 0.2 $295k 2.3k 125.75
Proshares Tr Ultrapro Sht Qqq 0.2 $291k 19k 15.18
Chipotle Mexican Grill (CMG) 0.2 $287k 207.00 1386.47
Paypal Holdings (PYPL) 0.2 $285k 1.2k 234.18
Ishares Tr Core Msci Eafe (IEFA) 0.2 $276k 4.0k 69.07
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $264k 6.9k 38.47
Johnson & Johnson (JNJ) 0.1 $261k 1.7k 157.42
Docusign (DOCU) 0.1 $256k 1.2k 222.42
Zoom Video Communications In Cl A (ZM) 0.1 $256k 759.00 337.29
McDonald's Corporation (MCD) 0.1 $253k 1.2k 214.41
Ishares Tr Core Intl Aggr (IAGG) 0.1 $249k 4.4k 56.16
Corning Incorporated (GLW) 0.1 $248k 6.9k 35.98
Blackstone Group Com Cl A (BX) 0.1 $243k 3.8k 64.80
Starbucks Corporation (SBUX) 0.1 $241k 2.2k 107.21
Crowdstrike Hldgs Cl A (CRWD) 0.1 $238k 1.1k 211.74
Pfizer (PFE) 0.1 $236k 6.4k 36.74
Verizon Communications (VZ) 0.1 $215k 3.7k 58.73
Coca-Cola Company (KO) 0.1 $214k 3.9k 54.94
Spdr Gold Tr Gold Shs (GLD) 0.1 $208k 1.2k 178.69
Lowe's Companies (LOW) 0.1 $202k 1.3k 160.19
Opko Health (OPK) 0.1 $172k 44k 3.95
Alpha Pro Tech (APT) 0.1 $123k 11k 11.18