Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of March 31, 2022

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 77 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.8 $30M 133k 227.67
Ishares Tr Core S&p Ttl Stk (ITOT) 9.9 $23M 230k 100.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 6.8 $16M 193k 83.35
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $15M 137k 107.88
Proshares Tr S&p 500 Dv Arist (NOBL) 6.0 $14M 149k 94.91
Vanguard Whitehall Fds High Div Yld (VYM) 5.4 $13M 114k 112.25
Ishares Tr Core Msci Total (IXUS) 4.7 $11M 165k 66.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.5 $11M 182k 57.59
Vanguard Index Fds Mid Cap Etf (VO) 3.8 $9.0M 38k 237.85
Ishares Tr Core S&p Us Gwt (IUSG) 3.1 $7.4M 70k 105.66
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.0 $7.0M 51k 137.00
Apple (AAPL) 2.8 $6.6M 38k 174.62
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.8 $6.5M 76k 86.04
Ishares Tr Russell 2000 Etf (IWM) 2.5 $5.8M 28k 205.27
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $5.7M 13k 451.61
Ishares Tr Tips Bd Etf (TIP) 2.2 $5.2M 42k 124.58
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.8 $4.3M 118k 36.72
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $3.9M 15k 268.34
Amazon (AMZN) 1.5 $3.5M 1.1k 3259.98
Ishares Msci Equal Weite (EUSA) 1.3 $3.1M 37k 84.83
Microsoft Corporation (MSFT) 1.3 $3.1M 10k 308.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.3 $3.0M 6.1k 490.49
NVIDIA Corporation (NVDA) 0.9 $2.0M 7.4k 272.87
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.8M 633.00 2781.99
Marriott Intl Cl A (MAR) 0.6 $1.5M 8.6k 175.71
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $1.5M 41k 36.42
Select Sector Spdr Tr Technology (XLK) 0.5 $1.1M 7.0k 158.95
Bristol Myers Squibb (BMY) 0.4 $1.1M 15k 73.02
Ishares Tr Core S&p500 Etf (IVV) 0.4 $951k 2.1k 453.94
Home Depot (HD) 0.3 $763k 2.6k 299.22
Proshares Tr Ultrapro Dow 30 0.3 $712k 25k 28.26
Facebook Cl A (META) 0.3 $697k 3.1k 222.40
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $662k 2.4k 277.57
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $662k 8.7k 75.90
Visa Com Cl A (V) 0.3 $640k 2.9k 221.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $631k 3.8k 165.97
Proshares Tr Ii Ultra Vix Short 0.3 $625k 46k 13.47
Proshares Tr Ultrapro Short S 0.3 $600k 45k 13.35
Proshares Tr Ultrapro Sht Qqq 0.2 $584k 17k 33.67
Flexshopper Com New (FPAY) 0.2 $581k 340k 1.71
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $529k 4.9k 107.04
Costco Wholesale Corporation (COST) 0.2 $525k 912.00 575.66
Bank of America Corporation (BAC) 0.2 $524k 13k 41.23
Blackstone Group Inc Com Cl A (BX) 0.2 $499k 3.9k 126.94
BlackRock Global Opportunities Equity Tr (BOE) 0.2 $453k 40k 11.31
Ishares Tr Core Msci Eafe (IEFA) 0.2 $385k 5.5k 69.54
Walt Disney Company (DIS) 0.2 $383k 2.8k 137.33
Wells Fargo & Company (WFC) 0.2 $376k 7.8k 48.51
UnitedHealth (UNH) 0.2 $358k 702.00 509.97
Pfizer (PFE) 0.2 $356k 6.9k 51.77
Johnson & Johnson (JNJ) 0.2 $356k 2.0k 177.38
Vanguard Index Fds Value Etf (VTV) 0.2 $354k 2.4k 147.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $350k 992.00 352.82
Ishares Tr National Mun Etf (MUB) 0.1 $340k 3.1k 109.64
American Intl Group Com New (AIG) 0.1 $335k 5.3k 62.80
Alphabet Cap Stk Cl C (GOOG) 0.1 $313k 112.00 2794.64
Waste Management (WM) 0.1 $303k 1.9k 158.31
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $299k 5.9k 50.33
Boeing Company (BA) 0.1 $296k 1.5k 191.34
Wal-Mart Stores (WMT) 0.1 $292k 2.0k 149.13
International Business Machines (IBM) 0.1 $285k 2.2k 130.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $284k 684.00 415.20
Corning Incorporated (GLW) 0.1 $263k 7.1k 36.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $261k 720.00 362.50
Ishares Tr Exponential Tech (XT) 0.1 $257k 4.4k 58.93
Coca-Cola Company (KO) 0.1 $246k 4.0k 62.09
Qualcomm (QCOM) 0.1 $240k 1.6k 152.87
Tesla Motors (TSLA) 0.1 $231k 214.00 1079.44
Netflix (NFLX) 0.1 $225k 600.00 375.00
Mastercard Incorporated Cl A (MA) 0.1 $220k 616.00 357.14
Spdr Gold Tr Gold Shs (GLD) 0.1 $210k 1.2k 180.41
Servicenow (NOW) 0.1 $209k 375.00 557.33
Proshares Tr Ulsh 20yrtre New (TTT) 0.1 $204k 5.0k 40.74
Chipotle Mexican Grill (CMG) 0.1 $204k 129.00 1581.40
Direxion Shs Etf Tr 7 10yr Tres Bear (TYO) 0.1 $190k 19k 10.15
Opko Health (OPK) 0.1 $167k 49k 3.44
Alpha Pro Tech (APT) 0.0 $46k 11k 4.18