Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Dec. 31, 2021

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 77 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 13.2 $32M 131k 241.44
Ishares Tr Core S&p Ttl Stk (ITOT) 10.6 $25M 236k 106.98
Ishares Tr Core Us Aggbd Et (AGG) 7.3 $18M 153k 114.08
Ishares Tr Core S&p Scp Etf (IJR) 6.4 $15M 134k 114.51
Proshares Tr S&p 500 Dv Arist (NOBL) 5.6 $13M 137k 98.18
Ishares Tr Core Msci Total (IXUS) 4.9 $12M 164k 70.94
Vanguard Whitehall Fds High Div Yld (VYM) 4.8 $12M 103k 112.11
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.8 $11M 187k 61.28
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $8.9M 35k 254.78
Ishares Tr Core S&p Us Gwt (IUSG) 3.4 $8.1M 70k 115.65
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.0 $7.1M 76k 92.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.9 $7.0M 50k 140.90
Apple (AAPL) 2.9 $6.8M 39k 177.57
Ishares Tr Russell 2000 Etf (IWM) 2.6 $6.2M 28k 222.45
Ishares Tr Tips Bd Etf (TIP) 2.0 $4.8M 37k 129.21
Ishares Tr Core S&p Mcp Etf (IJH) 1.8 $4.2M 15k 283.07
Amazon (AMZN) 1.5 $3.6M 1.1k 3334.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.5 $3.5M 91k 38.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $3.4M 6.5k 517.72
Microsoft Corporation (MSFT) 1.4 $3.3M 9.9k 336.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $3.2M 6.8k 474.93
Ishares Msci Equal Weite (EUSA) 1.2 $2.9M 32k 89.50
NVIDIA Corporation (NVDA) 0.9 $2.1M 7.2k 294.12
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.8M 634.00 2897.48
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.5M 37k 39.42
Marriott Intl Cl A (MAR) 0.6 $1.4M 8.7k 165.23
Meta Platforms Cl A (META) 0.5 $1.2M 3.7k 336.22
Select Sector Spdr Tr Technology (XLK) 0.5 $1.2M 6.9k 173.82
Ishares Tr Core S&p500 Etf (IVV) 0.4 $997k 2.1k 476.81
Home Depot (HD) 0.4 $986k 2.4k 414.81
Bristol Myers Squibb (BMY) 0.4 $902k 15k 62.35
Flexshopper Com New (FPAY) 0.3 $799k 340k 2.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $728k 2.4k 305.63
Visa Com Cl A (V) 0.3 $677k 3.1k 216.57
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $670k 8.8k 76.34
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $636k 3.8k 167.94
Blackstone Group Inc Com Cl A (BX) 0.2 $503k 3.9k 129.34
Proshares Tr Ii Ultra Vix Short 0.2 $502k 40k 12.43
Costco Wholesale Corporation (COST) 0.2 $498k 878.00 567.20
Proshares Tr Ultrashrt Dow 30 (SDOW) 0.2 $447k 17k 25.99
Walt Disney Company (DIS) 0.2 $437k 2.8k 155.07
BlackRock Global Opportunities Equity Tr (BOE) 0.2 $433k 36k 12.17
Vanguard Index Fds Value Etf (VTV) 0.2 $423k 2.9k 147.03
Pfizer (PFE) 0.2 $420k 7.1k 59.09
Ishares Tr Core Msci Eafe (IEFA) 0.2 $413k 5.5k 74.64
Boeing Company (BA) 0.2 $384k 1.9k 201.05
Proshares Tr Ultrapro Short S 0.2 $373k 30k 12.45
UnitedHealth (UNH) 0.2 $368k 733.00 502.05
Wells Fargo & Company (WFC) 0.1 $358k 7.5k 48.00
Alphabet Cap Stk Cl C (GOOG) 0.1 $341k 118.00 2889.83
Netflix (NFLX) 0.1 $325k 540.00 601.85
Johnson & Johnson (JNJ) 0.1 $303k 1.8k 170.80
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $302k 692.00 436.42
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $300k 5.9k 50.55
Waste Management (WM) 0.1 $298k 1.8k 167.04
Bank of America Corporation (BAC) 0.1 $295k 6.6k 44.52
International Business Machines (IBM) 0.1 $293k 2.2k 133.85
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $292k 976.00 299.18
Ishares Tr Exponential Tech (XT) 0.1 $286k 4.3k 66.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $285k 717.00 397.49
Corning Incorporated (GLW) 0.1 $264k 7.1k 37.22
Servicenow (NOW) 0.1 $254k 391.00 649.62
Mastercard Incorporated Cl A (MA) 0.1 $233k 648.00 359.57
Opko Health (OPK) 0.1 $233k 49k 4.80
salesforce (CRM) 0.1 $229k 902.00 253.88
Chipotle Mexican Grill (CMG) 0.1 $226k 129.00 1751.94
Ishares Tr National Mun Etf (MUB) 0.1 $226k 1.9k 116.49
Coca-Cola Company (KO) 0.1 $224k 3.8k 59.21
Lowe's Companies (LOW) 0.1 $221k 853.00 259.09
Ferrari Nv Ord (RACE) 0.1 $218k 843.00 258.60
Wal-Mart Stores (WMT) 0.1 $217k 1.5k 144.47
Danaher Corporation (DHR) 0.1 $215k 652.00 329.75
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $210k 2.4k 86.88
McDonald's Corporation (MCD) 0.1 $206k 768.00 268.23
JPMorgan Chase & Co. (JPM) 0.1 $205k 1.3k 158.55
Paypal Holdings (PYPL) 0.1 $204k 1.1k 188.19
Alpha Pro Tech (APT) 0.0 $66k 11k 6.00