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| Name: |
Benchmark Financial Wealth Advisors LLC |
| City: |
BOCA RATON |
| State: |
FL |
| Zip: |
33431 |
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data |
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Filing Period: |
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| Holdings
Found :
20 |
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Page 1 of 1 |
Menu
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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 |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$261.93 |
$32,686,000 |
125,763 |
12.49% |
2,525,000 |
-1,382 |
0.013 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
6 |
- |
$110.41 |
$11,590,000 |
104,864 |
4.43% |
-468,000 |
-6,524 |
0.018 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
9 |
- |
$248.23 |
$6,959,000 |
27,852 |
2.66% |
338,000 |
-609 |
0.014 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
13 |
- |
$207.93 |
$5,621,000 |
26,731 |
2.15% |
80,000 |
-875 |
0.001 |
Closed - End Fund - E... |
|
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RSP |
Guggenheim ETF Trust - Gugg... |
14 |
- |
$167.79 |
$5,151,000 |
30,410 |
1.97% |
-159,000 |
-3,242 |
0.01 |
Closed - End Fund - E... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
17 |
- |
$551.11 |
$4,330,000 |
7,783 |
1.65% |
251,000 |
-256 |
0.018 |
Closed - End Fund - E... |
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VEU |
Vanguard FTSE All-World ETF |
18 |
- |
$57.31 |
$4,018,000 |
68,515 |
1.54% |
137,000 |
-607 |
0.014 |
Closed - End Fund - F... |
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AMZN |
Amazon.com Inc |
19 |
- |
$183.63 |
$3,779,000 |
20,949 |
1.44% |
533,000 |
-416 |
0 |
Internet Software & S... |
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MAR |
Marriott International Inc |
24 |
- |
$238.96 |
$1,577,000 |
6,251 |
0.6% |
81,000 |
-383 |
0.002 |
Lodging |
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EUSA |
Ishares Msci Usa Index Fund |
25 |
- |
$90.18 |
$1,419,000 |
15,591 |
0.54% |
15,000 |
-1,031 |
0.173 |
N/A |
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IWZ |
iShares Russell 3000 Growth |
28 |
- |
$119.52 |
$1,226,000 |
10,460 |
0.47% |
133,000 |
-40 |
0.001 |
Closed - End Fund - E... |
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V |
Visa Inc |
31 |
- |
$279.84 |
$976,000 |
3,495 |
0.37% |
40,000 |
-99 |
0 |
Business Services |
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IXUS |
Ishares Core Msci Total Int... |
34 |
- |
$69.76 |
$815,000 |
12,008 |
0.31% |
-37,000 |
-1,119 |
0 |
N/A |
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HD |
Home Depot Inc |
36 |
- |
$342.73 |
$808,000 |
2,107 |
0.31% |
64,000 |
-40 |
0 |
Home Improvement Stores |
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BA |
Boeing Co |
61 |
- |
$182.96 |
$340,000 |
1,764 |
0.13% |
-125,000 |
-21 |
0 |
Aerospace/Defense - M... |
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FPAY |
FlexShopper Inc |
62 |
- |
$1.14 |
$334,000 |
223,978 |
0.13% |
-48,000 |
-5,000 |
1.049 |
Business Services |
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CRWD |
Crowdstrike Holdings, Inc. |
70 |
- |
$339.06 |
$285,000 |
889 |
0.11% |
36,000 |
-85 |
0 |
N/A |
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IWW |
iShares Russell 3000 Value |
76 |
- |
$90.15 |
$249,000 |
2,751 |
0.1% |
-102,000 |
-1,412 |
0 |
Closed - End Fund - E... |
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NVO |
Novo Nordisk A/S (ADR) |
81 |
- |
$133.04 |
$227,000 |
1,766 |
0.09% |
-4,000 |
-465 |
0 |
Drug Manufacturers - ... |
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XLU |
SPDR Utilities Select |
89 |
- |
$72.28 |
$205,000 |
3,115 |
0.08% |
-1,193,000 |
-18,959 |
0 |
Closed - End Fund - E... |
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