|
|
Name: |
Benchmark Financial Wealth Advisors LLC |
City: |
BOCA RATON |
State: |
FL |
Zip: |
33431 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
20 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
|
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 |
- |
$262.57 |
$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 |
- |
$110.22 |
$11,590,000 |
104,864 |
4.43% |
-468,000 |
-6,524 |
0.018 |
Closed - End Fund - E... |
|
VO |
Vanguard Mid Cap VIPERS |
9 |
- |
$248.87 |
$6,959,000 |
27,852 |
2.66% |
338,000 |
-609 |
0.014 |
Closed - End Fund - E... |
|
IWM |
iShares Tr Russell 2000 Indx |
13 |
- |
$208.54 |
$5,621,000 |
26,731 |
2.15% |
80,000 |
-875 |
0.001 |
Closed - End Fund - E... |
|
RSP |
Guggenheim ETF Trust - Gugg... |
14 |
- |
$167.90 |
$5,151,000 |
30,410 |
1.97% |
-159,000 |
-3,242 |
0.01 |
Closed - End Fund - E... |
|
MDY |
Standrd Poor Mdcp 400 SPDR |
17 |
- |
$551.70 |
$4,330,000 |
7,783 |
1.65% |
251,000 |
-256 |
0.018 |
Closed - End Fund - E... |
|
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... |
|
AMZN |
Amazon.com Inc |
19 |
- |
$183.54 |
$3,779,000 |
20,949 |
1.44% |
533,000 |
-416 |
0 |
Internet Software & S... |
|
MAR |
Marriott International Inc |
24 |
- |
$240.33 |
$1,577,000 |
6,251 |
0.6% |
81,000 |
-383 |
0.002 |
Lodging |
|
EUSA |
Ishares Msci Usa Index Fund |
25 |
- |
$90.29 |
$1,419,000 |
15,591 |
0.54% |
15,000 |
-1,031 |
0.173 |
N/A |
|
IWZ |
iShares Russell 3000 Growth |
28 |
- |
$120.31 |
$1,226,000 |
10,460 |
0.47% |
133,000 |
-40 |
0.001 |
Closed - End Fund - E... |
|
V |
Visa Inc |
31 |
- |
$278.54 |
$976,000 |
3,495 |
0.37% |
40,000 |
-99 |
0 |
Business Services |
|
IXUS |
Ishares Core Msci Total Int... |
34 |
- |
$70.04 |
$815,000 |
12,008 |
0.31% |
-37,000 |
-1,119 |
0 |
N/A |
|
HD |
Home Depot Inc |
36 |
- |
$337.82 |
$808,000 |
2,107 |
0.31% |
64,000 |
-40 |
0 |
Home Improvement Stores |
|
BA |
Boeing Co |
61 |
- |
$186.61 |
$340,000 |
1,764 |
0.13% |
-125,000 |
-21 |
0 |
Aerospace/Defense - M... |
|
FPAY |
FlexShopper Inc |
62 |
- |
$1.18 |
$334,000 |
223,978 |
0.13% |
-48,000 |
-5,000 |
1.049 |
Business Services |
|
CRWD |
Crowdstrike Holdings, Inc. |
70 |
- |
$348.75 |
$285,000 |
889 |
0.11% |
36,000 |
-85 |
0 |
N/A |
|
IWW |
iShares Russell 3000 Value |
76 |
- |
$89.92 |
$249,000 |
2,751 |
0.1% |
-102,000 |
-1,412 |
0 |
Closed - End Fund - E... |
|
NVO |
Novo Nordisk A/S (ADR) |
81 |
- |
$132.91 |
$227,000 |
1,766 |
0.09% |
-4,000 |
-465 |
0 |
Drug Manufacturers - ... |
|
XLU |
SPDR Utilities Select |
89 |
- |
$72.22 |
$205,000 |
3,115 |
0.08% |
-1,193,000 |
-18,959 |
0 |
Closed - End Fund - E... |
|