Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of March 31, 2021

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 62 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 15.4 $28M 137k 206.69
Ishares Tr Core S&p Ttl Stk (ITOT) 9.7 $18M 194k 91.60
Ishares Tr Core Us Aggbd Et (AGG) 7.8 $14M 125k 113.83
Ishares Tr Core S&p Scp Etf (IJR) 6.9 $13M 117k 108.53
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 6.1 $11M 185k 60.68
Ishares Tr Core Msci Total (IXUS) 6.0 $11M 157k 70.28
Proshares Tr S&p 500 Dv Arist (NOBL) 5.0 $9.2M 106k 86.26
Vanguard Whitehall Fds High Div Yld (VYM) 3.9 $7.2M 71k 101.09
Ishares Tr Core S&p Us Gwt (IUSG) 3.6 $6.6M 73k 90.79
Ishares Tr Russell 2000 Etf (IWM) 3.4 $6.3M 29k 220.94
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $6.1M 28k 221.35
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $5.0M 53k 93.02
Apple (AAPL) 2.5 $4.6M 38k 122.15
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 2.2 $4.1M 80k 50.75
Ishares Tr Core S&p Mcp Etf (IJH) 2.2 $4.0M 15k 260.26
Amazon (AMZN) 1.8 $3.2M 1.0k 3094.32
Ishares Tr Core S&p Us Vlu (IUSV) 1.6 $3.0M 43k 68.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $2.9M 6.1k 476.01
Vanguard Index Fds Value Etf (VTV) 1.5 $2.8M 22k 131.44
Microsoft Corporation (MSFT) 1.2 $2.2M 9.3k 235.81
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.3M 628.00 2062.10
Select Sector Spdr Tr Technology (XLK) 0.7 $1.3M 9.7k 132.83
Marriott Intl Cl A (MAR) 0.6 $1.2M 8.0k 148.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $1.0M 2.5k 396.29
NVIDIA Corporation (NVDA) 0.5 $992k 1.9k 534.19
Facebook Cl A (META) 0.5 $956k 3.2k 294.61
Ishares Tr Core S&p500 Etf (IVV) 0.5 $909k 2.3k 397.81
Bristol Myers Squibb (BMY) 0.5 $897k 14k 63.11
Flexshopper Com New (FPAY) 0.5 $894k 340k 2.63
Ishares Msci Equal Weite (EUSA) 0.4 $654k 8.3k 78.36
Visa Com Cl A (V) 0.4 $653k 3.1k 211.67
Walt Disney Company (DIS) 0.3 $594k 3.2k 184.36
Home Depot (HD) 0.3 $589k 1.9k 305.50
Proshares Tr Ultrapro Dow 30 0.3 $577k 60k 9.69
Boeing Company (BA) 0.3 $577k 2.3k 254.52
Proshares Tr Ultrapro Short S 0.3 $559k 24k 23.69
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $503k 3.3k 151.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $485k 2.0k 242.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $451k 1.4k 319.18
Ishares Tr Tips Bd Etf (TIP) 0.2 $380k 3.0k 125.54
Proshares Tr Ultrapro Sht Qqq 0.2 $375k 29k 13.11
Ishares Tr Core Msci Eafe (IEFA) 0.2 $338k 4.7k 72.01
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $327k 2.8k 116.83
International Business Machines (IBM) 0.2 $310k 2.3k 133.45
Corning Incorporated (GLW) 0.2 $302k 6.9k 43.57
Blackstone Group Inc Com Cl A (BX) 0.2 $283k 3.8k 74.45
Wells Fargo & Company (WFC) 0.1 $269k 6.9k 39.13
Johnson & Johnson (JNJ) 0.1 $264k 1.6k 164.08
Ishares Tr Core Intl Aggr (IAGG) 0.1 $243k 4.4k 54.80
Mastercard Incorporated Cl A (MA) 0.1 $241k 678.00 355.46
Ishares Tr Exponential Tech (XT) 0.1 $229k 3.9k 59.27
Zoom Video Communications In Cl A (ZM) 0.1 $226k 703.00 321.48
McDonald's Corporation (MCD) 0.1 $222k 989.00 224.47
Pfizer (PFE) 0.1 $216k 6.0k 36.19
Opko Health (OPK) 0.1 $208k 49k 4.29
Netflix (NFLX) 0.1 $208k 399.00 521.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $208k 815.00 255.21
Lululemon Athletica (LULU) 0.1 $204k 664.00 307.23
Blackrock Science & Technolo SHS (BST) 0.1 $203k 3.7k 54.15
Coca-Cola Company (KO) 0.1 $200k 3.8k 52.59
Bank of America Corporation (BAC) 0.1 $200k 5.2k 38.62
Alpha Pro Tech (APT) 0.1 $107k 11k 9.73