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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 2024-03-31, filed 2024-04-22, with 90 holding rows worth $261,721,588.

Accession
0001757706-24-000004
Filer
CIK 1757706
Filed
2024-04-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2024

A holdings report, 90 entries on the cover page, a total value of $261,721,588 stated on the cover page (in dollars after the unit check, H1), rows summing to $261,721,588 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
VTI922908769COM125,763$32,685,919dollars as filed
SPY78462F103SHS60,351$31,568,042dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF776,209$30,287,683dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS198,234$22,856,369dollars as filed
PACER FDS TR69374H881US CASH COWS 100207,082$12,033,515dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS104,864$11,589,575dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS71,973$10,632,507dollars as filed
ISHARES TR464289438RUS TP200 GR ETF43,375$8,462,374dollars as filed
Vanguard Mid-Cap ETF922908629SHS27,852$6,958,977dollars as filed
Apple Inc037833100COM37,527$6,435,144dollars as filed
SCHD808524797COM79,482$6,408,637dollars as filed
NVIDIA Corp67066G104COM6,593$5,957,268dollars as filed
iShares Russell 2000 ETF464287655SHS26,731$5,621,481dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM30,410$5,150,515dollars as filed
Microsoft Corp594918104COM10,746$4,520,983dollars as filed
IJH464287507COM73,507$4,464,831dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS7,783$4,330,262dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS68,515$4,018,408dollars as filed
Amazon.com, Inc023135106COM20,949$3,778,781dollars as filed
ISHARES TR46435G268RUSEL 2500 ETF53,829$3,531,731dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM12,829$1,936,206dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS3,369$1,771,402dollars as filed
META PLATFORMS INC CL A30303M102COM3,269$1,587,478dollars as filed
MARRIOTT INTL INC NEW CL A571903202Stock6,251$1,577,125dollars as filed
iShares MSCI USA Equal Weighted ETF464286681SHS15,591$1,418,585dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT26,895$1,411,156dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK3,678$1,239,675dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF10,460$1,225,965dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS5,654$1,177,638dollars as filed
LEGG MASON ETF INVT52468L505FRANKLIN INTL LW35,671$1,062,274dollars as filed
Visa Inc92826C839COM3,495$975,521dollars as filed
BLACKSTONE INC09260D107COM7,351$965,671dollars as filed
Bristol-Myers Squibb Company110122108COM16,528$896,296dollars as filed
ISHARES TR46432F834COM12,008$814,844dollars as filed
Bank of America Corp060505104COM21,394$811,244dollars as filed
Home Depot, Inc437076102COM2,107$808,326dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock9,232$721,652dollars as filed
Vanguard S&P 500 ETF922908363COM1,499$720,497dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF12,333$713,588dollars as filed
Costco Wholesale Corporation22160K105COM943$690,907dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS13,746$689,642dollars as filed
Eli Lilly and Company532457108COM880$684,579dollars as filed
Berkshire Hathaway Inc084670702COM1,568$659,375dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,659$655,358dollars as filed
Merck & Co.,Inc.58933Y105COM4,876$643,427dollars as filed
INVESCO QQQ TR46090E103COM1,397$620,340dollars as filed
Waste Management, Inc.94106L109COM2,573$548,454dollars as filed
Broadcom Inc.11135F101COM404$535,658dollars as filed
JPMorgan Chase & Co46625H100COM2,646$530,068dollars as filed
Walmart Inc.931142103COM8,144$490,045dollars as filed
FERRARI N VN3167Y103COM1,072$467,471dollars as filed
Wells Fargo & Company949746101COM7,495$434,387dollars as filed
Pfizer Inc.717081103COM15,428$428,129dollars as filed
Altria Group Inc02209S103COM9,788$426,943dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM2,749$418,563dollars as filed
Union Pacific Corporation907818108COM1,694$416,501dollars as filed
Amgen Inc.031162100COM1,351$384,187dollars as filed
UnitedHealth Group Inc91324P102COM775$383,275dollars as filed
J P MORGAN EXCHANGE TRADED F46641Q837ULTRA SHRT ETF7,004$353,366dollars as filed
Cisco Systems,Inc.17275R102COM6,993$349,025dollars as filed
Boeing Company097023105COM1,764$340,370dollars as filed
FLEXSHOPPER INC33939J303COM223,978$333,727dollars as filed
Coca-Cola Company191216100COM5,431$332,288dollars as filed
WILLIAMS SONOMA INC COM969904101Stock1,035$328,559dollars as filed
VANECK ETF TRUST92189F676COM1,356$305,196dollars as filed
Qualcomm Incorporated747525103COM1,748$295,862dollars as filed
AbbVie,Inc.00287Y109COM1,603$291,984dollars as filed
Lowes Companies,Inc.548661107COM1,135$289,202dollars as filed
Vanguard Value ETF922908744SHS1,773$288,693dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM889$285,005dollars as filed
McDonalds Corporation580135101COM985$277,597dollars as filed
Procter & Gamble Co742718109COM1,670$270,941dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,316$270,728dollars as filed
CORNING INC219350105COM8,150$268,608dollars as filed
Texas Instruments Incorporated882508104COM1,443$251,351dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS2,751$248,763dollars as filed
Philip Morris International Inc.718172109COM2,680$245,587dollars as filed
PACKAGING CORP AMER COM695156109Stock1,281$243,064dollars as filed
Johnson & Johnson478160104COM1,534$242,684dollars as filed
CHIPOTLEMEXICANGRILLI169656105STOK79$229,635dollars as filed
NOVO-NORDISK A S ADR670100205ADR1,766$226,752dollars as filed
Verizon Communications Inc92343V104COM5,349$224,462dollars as filed
MasterCard, Inc57636Q104COM454$218,431dollars as filed
VGT92204A702SHS416$217,906dollars as filed
EXXON MOBIL CORP30231G102COM1,869$217,298dollars as filed
Danaher Corporation235851102COM856$213,724dollars as filed
ISHARES TR46434V381FUTU EXPO TE ETF3,521$209,901dollars as filed
CVS Health Corporation126650100COM2,624$209,289dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS3,115$204,500dollars as filed
Mondelez International,Inc. Class A609207105COM2,881$201,636dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001757706-24-000004this filing2024-04-22acceptance time not in the bulk data set