$182 Million is the total value of Benchmark Financial Wealth Advisors, LLC's 68 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FPAY | FLEXSHOPPER INC | $874,000 | +45.2% | 339,909 | 0.0% | 0.48% | +24.0% | |
| SDOW | PROSHARES TRultrapro dow 30 | $639,000 | -29.6% | 50,098 | 0.0% | 0.35% | -39.8% | |
| SQQQ | PROSHARES TRultrapro sht qqq | $291,000 | -36.3% | 19,172 | 0.0% | 0.16% | -45.6% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $287,000 | +11.7% | 207 | 0.0% | 0.16% | -4.8% | |
| PYPL | PAYPAL HLDGS INC | $285,000 | +18.8% | 1,217 | 0.0% | 0.16% | +1.3% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $256,000 | -28.3% | 759 | 0.0% | 0.14% | -38.7% | |
| IAGG | ISHARES TRcore intl aggr | $249,000 | +0.8% | 4,434 | 0.0% | 0.14% | -13.8% | |
| GLD | SPDR GOLD TR | $208,000 | +1.0% | 1,164 | 0.0% | 0.11% | -14.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 21 | Q3 2023 | 31.1% |
| VANGUARD INTL EQUITY INDEX F | 21 | Q3 2023 | 27.8% |
| ISHARES TR | 21 | Q3 2023 | 13.3% |
| ISHARES TR | 21 | Q3 2023 | 6.9% |
| ISHARES TR | 21 | Q3 2023 | 6.4% |
| ISHARES INC | 21 | Q3 2023 | 1.3% |
| FLEXSHOPPER INC | 21 | Q3 2023 | 0.6% |
| SPDR S&P 500 ETF TR | 20 | Q3 2023 | 10.6% |
| APPLE INC | 20 | Q3 2023 | 3.3% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 7.0% |
View Benchmark Financial Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-25 |
| 13F-HR | 2023-04-28 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-26 |
View Benchmark Financial Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.