$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,650 | -100.0% | -0.14% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -6,494 | -100.0% | -0.18% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -17,087 | -100.0% | -0.97% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -127,517 | -100.0% | -7.51% | – |
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.