Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors as of March 31, 2023

Portfolio Holdings for Benchmark Financial Wealth Advisors

Benchmark Financial Wealth Advisors holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 12.9 $25M 123k 204.10
Legg Mason Etf Invt Franklin Us Low (LVHD) 12.9 $25M 671k 37.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 11.1 $22M 619k 34.80
Ishares Tr Core S&p Ttl Stk (ITOT) 9.1 $18M 195k 90.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.5 $15M 36k 409.39
Ishares Tr Core S&p Scp Etf (IJR) 5.6 $11M 112k 96.70
Select Sector Spdr Tr Sbi Healthcare (XLV) 4.1 $7.9M 61k 129.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 3.1 $6.1M 42k 144.62
Apple (AAPL) 3.1 $6.1M 37k 164.90
Vanguard Index Fds Mid Cap Etf (VO) 3.1 $6.0M 28k 210.92
Listed Fd Tr Core Alt Fd (CCOR) 2.9 $5.6M 188k 29.83
Ishares Tr Russell 2000 Etf (IWM) 2.5 $4.9M 27k 178.40
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $4.0M 16k 250.17
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $3.9M 74k 53.47
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.0 $3.8M 8.3k 458.39
Microsoft Corporation (MSFT) 1.6 $3.0M 11k 288.29
Amazon (AMZN) 1.2 $2.3M 22k 103.29
NVIDIA Corporation (NVDA) 1.0 $2.0M 7.4k 277.77
Marriott Intl Cl A (MAR) 0.8 $1.5M 8.8k 166.04
Ishares Msci Equal Weite (EUSA) 0.7 $1.4M 18k 75.55
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.4M 13k 103.73
Ishares Tr Rusel 2500 Etf (SMMD) 0.6 $1.1M 20k 54.82
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.1M 2.6k 411.12
Bristol Myers Squibb (BMY) 0.5 $1.0M 15k 69.31
Ishares Tr Core Msci Total (IXUS) 0.4 $819k 13k 61.95
Visa Com Cl A (V) 0.4 $789k 3.5k 225.43
Ishares Tr Core S&p Us Gwt (IUSG) 0.4 $772k 8.7k 88.77
Select Sector Spdr Tr Technology (XLK) 0.4 $762k 5.0k 151.01
Home Depot (HD) 0.3 $680k 2.3k 295.06
Meta Platforms Cl A (META) 0.3 $649k 3.1k 211.94
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $603k 2.5k 244.33
Bank of America Corporation (BAC) 0.3 $600k 21k 28.60
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $545k 3.6k 152.25
Costco Wholesale Corporation (COST) 0.2 $483k 971.00 497.07
American Intl Group Com New (AIG) 0.2 $458k 9.1k 50.36
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $438k 5.9k 73.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $436k 1.4k 308.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $429k 9.5k 45.17
Waste Management (WM) 0.2 $419k 2.6k 163.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $392k 1.0k 376.21
Blackstone Group Inc Com Cl A (BX) 0.2 $391k 4.4k 87.84
Boeing Company (BA) 0.2 $369k 1.7k 212.39
Merck & Co (MRK) 0.2 $348k 3.3k 106.41
UnitedHealth (UNH) 0.2 $347k 734.00 472.43
Wal-Mart Stores (WMT) 0.2 $342k 2.3k 147.46
Proshares Tr S&p 500 Dv Arist (NOBL) 0.2 $341k 3.7k 91.25
Ferrari Nv Ord (RACE) 0.2 $322k 1.2k 270.93
Philip Morris International (PM) 0.2 $320k 3.3k 97.25
Pfizer (PFE) 0.2 $293k 7.2k 40.80
Corning Incorporated (GLW) 0.1 $291k 8.3k 35.28
Johnson & Johnson (JNJ) 0.1 $290k 1.9k 155.01
Flexshopper Com New (FPAY) 0.1 $280k 329k 0.85
Coca-Cola Company (KO) 0.1 $278k 4.5k 62.03
Altria (MO) 0.1 $278k 6.2k 44.62
Alphabet Cap Stk Cl C (GOOG) 0.1 $277k 2.7k 103.98
Wells Fargo & Company (WFC) 0.1 $272k 7.3k 37.38
Vanguard Index Fds Value Etf (VTV) 0.1 $252k 1.8k 138.11
JPMorgan Chase & Co. (JPM) 0.1 $250k 1.9k 130.32
Qualcomm (QCOM) 0.1 $247k 1.9k 127.56
Spdr Gold Tr Gold Shs (GLD) 0.1 $241k 1.3k 183.22
Walt Disney Company (DIS) 0.1 $238k 2.4k 100.13
McDonald's Corporation (MCD) 0.1 $221k 791.00 279.51
Lowe's Companies (LOW) 0.1 $221k 1.1k 199.93
Danaher Corporation (DHR) 0.1 $213k 844.00 252.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $212k 660.00 320.99
F45 Training Holdings (FXLV) 0.0 $81k 70k 1.16
Cuentas (CUEN) 0.0 $58k 11k 5.47
Grove Collaborative Hold Com Cl A 0.0 $18k 41k 0.44
Opko Health (OPK) 0.0 $16k 11k 1.46