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  Name: Benchmark Financial Wealth Advisors LLC
  City: BOCA RATON
  State: FL
  Zip: 33431
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $261,723,000
  Total Value Change : $29,670,000
  Securities Held Change : 11
   
All Securities Held : 90
  New Positions : 13
  Closed Positions : 3
  Increased Positions : 54
  Unchanged Positions : 3
  Decreased Positions : 20

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... 26 New $52.01 $1,411,000 26,895 0.54% 1,411,000 26,895 0.03    Closed - End Fund - Debt
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 59 New $0.00 $353,000 7,004 0.13% 353,000 7,004 0.001    N/A
   (WSM)1 Year Chart         WSM Williams Sonoma Inc 64 New $296.51 $329,000 1,035 0.13% 329,000 1,035 0.001    Home Furnishing Stores
   (PG)1 Year Chart         PG Procter & Gamble Co 72 New $168.47 $271,000 1,670 0.1% 271,000 1,670 0    Cleaning Products
   (TXN)1 Year Chart         TXN Texas Instruments Inc 75 New $196.24 $251,000 1,443 0.1% 251,000 1,443 0    Semiconductor- Broad...
   (PKG)1 Year Chart         PKG Packaging Corp Of America 79 New $183.09 $243,000 1,281 0.09% 243,000 1,281 0    Paper & Paper Products
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 78 New $146.42 $243,000 1,534 0.09% 243,000 1,534 0.001    Drug Manufacturers - ...
   (CMG)1 Year Chart         CMG Chipotle Mexican Grill Inc 80 New $3,211.66 $230,000 79 0.09% 230,000 79 0    Restaurants
   (VZ)1 Year Chart         VZ Verizon Communications Inc 82 New $41.33 $224,000 5,349 0.09% 224,000 5,349 0    Telecom Services - Do...
   (MA)1 Year Chart         MA MasterCard Inc A 84 New $448.68 $218,000 454 0.08% 218,000 454 0    Business Services
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 85 New $113.97 $217,000 1,869 0.08% 217,000 1,869 0    Integrated Oil & Gas
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 88 New $60.94 $209,000 2,624 0.08% 209,000 2,624 0    Drug Stores
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 90 New $68.19 $202,000 2,881 0.08% 202,000 2,881 0    Food - Major Diversified
      13 Records Found
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Page 1 of 1
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