$195 Million is the total value of Benchmark Financial Wealth Advisors, LLC's 73 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | WISDOMTREE TRfloatng rat trea | $4,348,000 | – | 86,390 | +100.0% | 2.23% | – | |
| RSP | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $3,698,000 | – | 27,549 | +100.0% | 1.90% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $2,240,000 | – | 35,154 | +100.0% | 1.15% | – |
| DGRO | New | ISHARES TRcore div grwth | $392,000 | – | 8,234 | +100.0% | 0.20% | – |
| HDV | New | ISHARES TRcore high dv etf | $332,000 | – | 3,308 | +100.0% | 0.17% | – |
| New | F45 TRAINING HLDGS INC | $273,000 | – | 69,525 | +100.0% | 0.14% | – | |
| VEA | New | VANGUARD TAX-MANAGED INTL FDvan ftse dev mkt | $244,000 | – | 5,974 | +100.0% | 0.12% | – |
| JPM | New | JPMORGAN CHASE & CO | $236,000 | – | 2,094 | +100.0% | 0.12% | – |
| MRK | New | MERCK & CO INC | $206,000 | – | 2,259 | +100.0% | 0.11% | – |
| BTT | New | BLACKROCK MUN TARGET TERM TR | $201,000 | – | 9,090 | +100.0% | 0.10% | – |
| RACE | New | FERRARI N V | $201,000 | – | 1,093 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 24 | Q2 2024 | 31.1% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q2 2024 | 27.8% |
| ISHARES TR | 24 | Q2 2024 | 13.3% |
| ISHARES TR | 24 | Q2 2024 | 6.9% |
| ISHARES TR | 24 | Q2 2024 | 6.4% |
| ISHARES INC | 24 | Q2 2024 | 1.3% |
| FLEXSHOPPER INC | 24 | Q2 2024 | 0.6% |
| SPDR S&P 500 ETF TR | 23 | Q2 2024 | 12.9% |
| APPLE INC | 23 | Q2 2024 | 3.3% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 7.0% |
View Benchmark Financial Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-01 |
| 13F-HR | 2024-07-23 |
| 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 |
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.