Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of Sept. 30, 2022

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 68 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 14.2 $24M 135k 179.47
Ishares Tr Core S&p Ttl Stk (ITOT) 9.8 $17M 209k 79.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 7.4 $13M 445k 28.13
Ishares Tr Core S&p Scp Etf (IJR) 6.3 $11M 122k 87.19
Proshares Tr S&p 500 Dv Arist (NOBL) 6.2 $11M 131k 79.96
Vanguard Whitehall Fds High Div Yld (VYM) 6.1 $10M 109k 94.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 4.3 $7.3M 164k 44.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.9 $6.6M 19k 357.17
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.9 $6.6M 55k 121.11
Vanguard Index Fds Mid Cap Etf (VO) 3.7 $6.3M 33k 187.97
Ishares Tr Russell 2000 Etf (IWM) 3.2 $5.4M 33k 164.92
Apple (AAPL) 3.1 $5.3M 38k 138.21
Ishares Tr Core S&p Us Gwt (IUSG) 2.8 $4.8M 60k 80.18
Wisdomtree Tr Floatng Rat Trea (USFR) 2.2 $3.7M 73k 50.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.2 $3.7M 9.1k 401.63
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $3.3M 15k 219.27
Amazon (AMZN) 1.5 $2.6M 23k 113.01
Microsoft Corporation (MSFT) 1.4 $2.4M 10k 232.89
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.3 $2.3M 38k 59.98
Ishares Tr Core High Dv Etf (HDV) 1.1 $1.8M 20k 91.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $1.5M 12k 127.29
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.3M 13k 95.65
Ishares Msci Equal Weite (EUSA) 0.7 $1.3M 19k 66.82
Marriott Intl Cl A (MAR) 0.7 $1.2M 8.4k 140.14
Bristol Myers Squibb (BMY) 0.6 $1.1M 15k 71.07
NVIDIA Corporation (NVDA) 0.6 $955k 7.9k 121.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $944k 4.5k 210.48
Ishares Tr Core S&p500 Etf (IVV) 0.5 $820k 2.3k 358.55
Ishares Tr Core Msci Total (IXUS) 0.5 $793k 16k 50.95
Select Sector Spdr Tr Technology (XLK) 0.4 $687k 5.8k 118.69
Home Depot (HD) 0.4 $679k 2.5k 276.13
Flexshopper Com New (FPAY) 0.4 $605k 326k 1.86
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $540k 8.6k 62.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $508k 3.7k 136.01
Visa Com Cl A (V) 0.3 $491k 2.8k 177.58
Costco Wholesale Corporation (COST) 0.3 $440k 931.00 472.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $436k 1.6k 267.48
Waste Management (WM) 0.2 $424k 2.6k 160.18
Meta Platforms Cl A (META) 0.2 $423k 3.1k 135.71
Bank of America Corporation (BAC) 0.2 $421k 14k 30.18
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $377k 2.8k 135.13
UnitedHealth (UNH) 0.2 $376k 744.00 505.38
Ishares Tr Core Div Grwth (DGRO) 0.2 $367k 8.3k 44.41
Blackstone Group Inc Com Cl A (BX) 0.2 $365k 4.4k 83.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $351k 1.3k 266.72
Coca-Cola Company (KO) 0.2 $345k 6.2k 56.05
Pfizer (PFE) 0.2 $344k 7.9k 43.80
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $342k 4.2k 81.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $336k 1.0k 328.12
Wal-Mart Stores (WMT) 0.2 $326k 2.5k 129.83
Johnson & Johnson (JNJ) 0.2 $313k 1.9k 163.11
Vanguard Index Fds Value Etf (VTV) 0.2 $294k 2.4k 123.58
Alphabet Cap Stk Cl C (GOOG) 0.2 $285k 3.0k 96.12
Wells Fargo & Company (WFC) 0.2 $278k 6.9k 40.16
International Business Machines (IBM) 0.2 $274k 2.3k 118.67
Merck & Co (MRK) 0.2 $265k 3.1k 86.09
Tesla Motors (TSLA) 0.2 $261k 983.00 265.51
Walt Disney Company (DIS) 0.1 $251k 2.7k 94.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $247k 6.8k 36.37
Qualcomm (QCOM) 0.1 $227k 2.0k 112.99
Corning Incorporated (GLW) 0.1 $225k 7.7k 29.07
Danaher Corporation (DHR) 0.1 $220k 851.00 258.52
Ferrari Nv Ord (RACE) 0.1 $220k 1.2k 184.87
American Intl Group Com New (AIG) 0.1 $218k 4.6k 47.37
Boeing Company (BA) 0.1 $215k 1.8k 121.26
F45 Training Holdings (FXLV) 0.1 $215k 70k 3.09
JPMorgan Chase & Co. (JPM) 0.1 $213k 2.0k 104.41
Opko Health (OPK) 0.0 $20k 11k 1.86