$195 Million is the total value of Benchmark Financial Wealth Advisors, LLC's 69 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
LVHD | New | LEGG MASON ETF INVTfranklin us low | $25,024,536 | – | 671,259 | +100.0% | 12.86% | – |
New | CUENTAS INC | $58,064 | – | 10,615 | +100.0% | 0.03% | – | |
New | GROVE COLLABORATIVE HOLD INC | $17,928 | – | 40,931 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-28
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.