$183 Million is the total value of Benchmark Financial Wealth Advisors, LLC's 71 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APT | Exit | ALPHA PRO TECH LTD | $0 | – | -11,000 | -100.0% | -0.02% | – |
| TYO | Exit | DIREXION SHS ETF TR7 10yr tres bear | $0 | – | -13,997 | -100.0% | -0.08% | – |
| BTT | Exit | BLACKROCK MUN TARGET TERM TR | $0 | – | -9,090 | -100.0% | -0.10% | – |
| XT | Exit | ISHARES TRexponential tech | $0 | – | -4,266 | -100.0% | -0.10% | – |
| TTT | Exit | PROSHARES TRulsh 20yrtre new | $0 | – | -3,738 | -100.0% | -0.11% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,418 | -100.0% | -0.13% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -4,371 | -100.0% | -0.13% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -5,953 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-01
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.