Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of June 30, 2022

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 72 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.4 $24M 129k 188.62
Ishares Tr Core S&p Ttl Stk (ITOT) 9.2 $18M 214k 83.78
Ishares Tr 1 3 Yr Treas Bd (SHY) 8.3 $16M 196k 82.79
Proshares Tr S&p 500 Dv Arist (NOBL) 6.4 $13M 147k 85.36
Vanguard Whitehall Fds High Div Yld (VYM) 6.2 $12M 118k 101.70
Ishares Tr Core S&p Scp Etf (IJR) 5.8 $11M 124k 92.41
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.6 $8.9M 179k 49.96
Ishares Tr Core Msci Total (IXUS) 4.4 $8.6M 150k 57.03
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.5 $6.8M 53k 128.24
Vanguard Index Fds Mid Cap Etf (VO) 3.3 $6.5M 33k 196.98
Ishares Tr Core S&p Us Gwt (IUSG) 2.8 $5.6M 66k 83.70
Ishares Tr Russell 2000 Etf (IWM) 2.8 $5.4M 32k 169.36
Apple (AAPL) 2.7 $5.3M 39k 136.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $5.2M 164k 31.45
Wisdomtree Tr Floatng Rat Trea (USFR) 2.2 $4.3M 86k 50.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $4.1M 11k 377.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.9 $3.7M 28k 134.23
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.8 $3.6M 8.6k 413.49
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $3.3M 15k 226.26
Amazon (AMZN) 1.3 $2.6M 24k 106.22
Microsoft Corporation (MSFT) 1.3 $2.5M 9.7k 256.85
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.1 $2.2M 35k 63.72
Ishares Msci Equal Weite (EUSA) 1.1 $2.1M 30k 70.65
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.5M 685.00 2179.56
Marriott Intl Cl A (MAR) 0.6 $1.2M 8.6k 136.01
Bristol Myers Squibb (BMY) 0.6 $1.1M 15k 76.98
NVIDIA Corporation (NVDA) 0.6 $1.1M 7.4k 151.56
Ishares Tr Core S&p500 Etf (IVV) 0.5 $916k 2.4k 378.98
Select Sector Spdr Tr Technology (XLK) 0.4 $832k 6.5k 127.10
Meta Platforms Cl A (META) 0.3 $677k 4.2k 161.15
Home Depot (HD) 0.3 $666k 2.4k 274.30
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $576k 8.6k 66.91
Visa Com Cl A (V) 0.3 $566k 2.9k 197.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $513k 3.5k 144.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $486k 2.2k 218.62
Costco Wholesale Corporation (COST) 0.2 $447k 932.00 479.61
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $409k 1.2k 346.90
Johnson & Johnson (JNJ) 0.2 $405k 2.3k 177.63
Bank of America Corporation (BAC) 0.2 $395k 13k 31.14
Ishares Tr Core Div Grwth (DGRO) 0.2 $392k 8.2k 47.61
Pfizer (PFE) 0.2 $388k 7.4k 52.40
Blackstone Group Inc Com Cl A (BX) 0.2 $372k 4.1k 91.15
Ishares Tr Core High Dv Etf (HDV) 0.2 $332k 3.3k 100.36
Waste Management (WM) 0.2 $330k 2.2k 152.78
International Business Machines (IBM) 0.2 $313k 2.2k 141.37
Vanguard Index Fds Value Etf (VTV) 0.2 $312k 2.4k 131.98
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.2 $298k 6.0k 50.06
Coca-Cola Company (KO) 0.2 $297k 4.7k 62.80
Flexshopper Com New (FPAY) 0.2 $293k 326k 0.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $290k 1.1k 273.07
UnitedHealth (UNH) 0.1 $281k 547.00 513.71
Wal-Mart Stores (WMT) 0.1 $280k 2.3k 121.58
Alphabet Cap Stk Cl C (GOOG) 0.1 $279k 128.00 2179.69
F45 Training Holdings (FXLV) 0.1 $273k 70k 3.93
Ishares Tr Core Msci Eafe (IEFA) 0.1 $257k 4.4k 58.80
Wells Fargo & Company (WFC) 0.1 $254k 6.5k 39.19
Netflix (NFLX) 0.1 $248k 1.4k 174.89
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.1 $244k 6.0k 40.84
Boeing Company (BA) 0.1 $239k 1.7k 136.81
JPMorgan Chase & Co. (JPM) 0.1 $236k 2.1k 112.70
Qualcomm (QCOM) 0.1 $228k 1.8k 127.52
American Intl Group Com New (AIG) 0.1 $227k 4.4k 51.11
Corning Incorporated (GLW) 0.1 $226k 7.2k 31.52
Walt Disney Company (DIS) 0.1 $218k 2.3k 94.45
Proshares Tr Ulsh 20yrtre New (TTT) 0.1 $216k 3.7k 57.78
Merck & Co (MRK) 0.1 $206k 2.3k 91.19
Ishares Tr Exponential Tech (XT) 0.1 $204k 4.3k 47.82
Ferrari Nv Ord (RACE) 0.1 $201k 1.1k 183.90
Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.1 $201k 9.1k 22.11
Direxion Shs Etf Tr 7 10yr Tres Bear (TYO) 0.1 $161k 14k 11.50
Opko Health (OPK) 0.1 $110k 44k 2.53
Alpha Pro Tech (APT) 0.0 $49k 11k 4.45