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Disclosery

13F-HR filed by Benchmark Financial Wealth Advisors, LLC

Benchmark Financial Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-23, with 70 holding rows worth $183,807,627.

Accession
0001757706-23-000002
Filer
CIK 1757706
Filed
2023-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2022

A holdings report, 70 entries on the cover page, a total value of $183,807,627 stated on the cover page (in dollars after the unit check, H1), rows summing to $183,807,627 with VALUE read as dollars as filed, 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 filedCUSIPClassAmountValueValue read asType
VTI922908769COM131,839$25,206,274dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS193,096$16,374,504dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF441,432$14,218,516dollars as filed
Vanguard High Dividend Yield ETF921946406SHS127,517$13,798,615dollars as filed
PROSHARES TR74348A467S&P 500 DV ARIST143,364$12,901,368dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS112,941$10,688,720dollars as filed
SPY78462F103SHS27,317$10,446,833dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS170,558$8,551,763dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS59,015$8,017,177dollars as filed
LISTED FDS TR53656F847CORE ALT FD183,800$5,804,404dollars as filed
Vanguard Mid-Cap ETF922908629SHS28,411$5,790,392dollars as filed
Apple Inc037833100COM37,430$4,863,268dollars as filed
iShares Russell 2000 ETF464287655SHS26,834$4,678,694dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM31,719$4,480,317dollars as filed
IJH464287507COM16,502$3,991,563dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS8,607$3,811,124dollars as filed
Microsoft Corp594918104COM10,618$2,546,347dollars as filed
Amazon.com, Inc023135106COM22,802$1,915,351dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF17,087$1,781,161dollars as filed
iShares MSCI USA Equal Weighted ETF464286681SHS17,411$1,269,984dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock8,203$1,221,306dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM13,545$1,195,031dollars as filed
NVIDIA Corp67066G104COM7,400$1,081,461dollars as filed
Bristol-Myers Squibb Company110122108COM14,891$1,071,376dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS2,394$919,945dollars as filed
ISHARES TR46432F834COM14,825$858,097dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,824$819,157dollars as filed
Home Depot, Inc437076102COM2,417$763,409dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF8,974$731,526dollars as filed
Visa Inc92826C839COM3,424$711,283dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS5,033$626,343dollars as filed
Bank of America Corp060505104COM17,731$587,249dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,742$567,545dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF9,880$525,037dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS6,613$467,061dollars as filed
Costco Wholesale Corporation22160K105COM980$447,228dollars as filed
INVESCO QQQ TR46090E103COM1,669$444,456dollars as filed
Berkshire Hathaway Inc084670702COM1,396$431,311dollars as filed
Waste Management, Inc.94106L109COM2,543$398,988dollars as filed
UnitedHealth Group Inc91324P102COM737$390,616dollars as filed
META PLATFORMS INC CL A30303M102COM3,110$374,257dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS8,913$374,071dollars as filed
Pfizer Inc.717081103COM7,289$373,481dollars as filed
Vanguard S&P 500 ETF922908363COM1,040$365,306dollars as filed
Merck & Co.,Inc.58933Y105COM3,192$354,155dollars as filed
Coca-Cola Company191216100COM5,374$341,812dollars as filed
Johnson & Johnson478160104COM1,875$331,243dollars as filed
Boeing Company097023105COM1,737$330,818dollars as filed
Philip Morris International Inc.718172109COM3,249$328,811dollars as filed
BLACKSTONE INC09260D107COM4,405$326,774dollars as filed
Walmart Inc.931142103COM2,293$325,193dollars as filed
iShares Core Dividend Growth ETF46434V621SHS6,494$324,701dollars as filed
FLEXSHOPPER INC33939J303COM328,978$304,305dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock4,730$299,156dollars as filed
Wells Fargo & Company949746101COM7,231$298,587dollars as filed
Altria Group Inc02209S103COM6,167$281,913dollars as filed
Vanguard Value ETF922908744SHS1,864$261,689dollars as filed
CORNING INC219350105COM8,193$261,686dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,937$260,565dollars as filed
JPMorgan Chase & Co46625H100COM1,905$255,460dollars as filed
FERRARI N VN3167Y103COM1,190$254,909dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,650$250,626dollars as filed
Walt Disney Co254687106COM2,747$238,650dollars as filed
Danaher Corporation235851102COM860$228,339dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,314$222,907dollars as filed
McDonalds Corporation580135101COM825$217,325dollars as filed
Lowes Companies,Inc.548661107COM1,073$213,734dollars as filed
Qualcomm Incorporated747525103COM1,826$200,768dollars as filed
F45 TRAINING HLDGS INC30322L101COM69,525$198,146dollars as filed
OPKO HEALTH INC68375N103COM10,752$13,440dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001757706-23-000002this filing2023-01-23acceptance time not in the bulk data set