13F-HR filed by Benchmark Financial Wealth Advisors, LLC
Benchmark Financial Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-08, with 37 holding rows worth $99,339,000.
- Accession
- 0001757706-20-000004
- Filer
- CIK 1757706
- Filed
- 2020-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 38 entries on the cover page, a total value of $99,339,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,339,000 with VALUE read as thousands by filing date, 13F file number 028-18917. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 183,482 | $23,653,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 412,162 | $16,907,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 72,246 | $8,269,000 | thousands by filing date | |
| PROSHARES TR | 74348A467 | S&P 500 DV ARIST | 106,199 | $6,125,000 | thousands by filing date | |
| IJH | 464287507 | COM | 39,186 | $5,637,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 47,937 | $5,531,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 49,874 | $4,442,000 | thousands by filing date | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 71,687 | $4,101,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 33,610 | $2,927,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 1,332 | $2,597,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 9,470 | $2,447,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 40,201 | $2,256,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 7,872 | $2,002,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 6,381 | $1,677,000 | thousands by filing date | |
| PROSHARES TR | 74347G309 | ULTRAPRO DOW 30 | 28,000 | $1,350,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 7,081 | $1,117,000 | thousands by filing date | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 18,023 | $840,000 | thousands by filing date | |
| INVESCO QQQ TRUST SERIES 1 | 74347B268 | ULTRAPRO SHORT S | 30,000 | $724,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 500 | $581,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 2,203 | $568,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,123 | $521,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 10,799 | $499,000 | thousands by filing date | |
| ProShares UltraPro Sht | 74347G408 | ETF | 25,000 | $487,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 7,602 | $434,000 | thousands by filing date | |
| FLEXSHOPPER INC | 33939J303 | COM | 341,039 | $433,000 | thousands by filing date | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4,888 | $366,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 1,358 | $358,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,149 | $346,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,286 | $344,000 | thousands by filing date | |
| BEYOND MEAT INC | 08862E109 | COM | 4,265 | $284,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 2,315 | $257,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 579 | $217,000 | thousands by filing date | |
| ISHARES TR | 464288687 | COM | 6,712 | $214,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 889 | $210,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 2,154 | $208,000 | thousands by filing date | |
| ISHARES TR | 46434V381 | FUTU EXPO TE ETF | 5,810 | $207,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 1,363 | $203,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001757706-20-000004 | this filing | 2020-05-08 | acceptance time not in the bulk data set |