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 |