0001757706-19-000003.txt : 20190424
0001757706-19-000003.hdr.sgml : 20190424
20190424154110
ACCESSION NUMBER: 0001757706-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190424
DATE AS OF CHANGE: 20190424
EFFECTIVENESS DATE: 20190424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Benchmark Financial Wealth Advisors, LLC
CENTRAL INDEX KEY: 0001757706
IRS NUMBER: 611816241
STATE OF INCORPORATION: FL
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18917
FILM NUMBER: 19763805
BUSINESS ADDRESS:
STREET 1: 2401 NW BOCA RATON BLVD
CITY: BOCA RATON
STATE: FL
ZIP: 33431
BUSINESS PHONE: 561-416-2992
MAIL ADDRESS:
STREET 1: 2401 NW BOCA RATON BLVD
CITY: BOCA RATON
STATE: FL
ZIP: 33431
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001757706
XXXXXXXX
03-31-2019
03-31-2019
Benchmark Financial Wealth Advisors, LLC
2401 NW BOCA RATON BLVD
BOCA RATON
FL
33431
13F HOLDINGS REPORT
028-18917
N
Lisa M Marsden
President - Coulter Strategic Services
954-825-9890
Lisa M Marsden
Coral Springs
X1
04-24-2019
0
34
95737
false
INFORMATION TABLE
2
13F_BM_1q19.xml
13F_1Q2019
ISHARES TR
EXPONENTIAL TECH
46434V381
414
10896
SH
SOLE
0
0
10896
MICROSOFT CORP
COM
594918104
800
6787
SH
SOLE
0
0
6787
ISHARES INC
MSCI EQUAL WEITE
464286681
1010
17612
SH
SOLE
0
0
17612
ISHARES TR
CORE S&P500 ETF
464287200
1132
3977
SH
SOLE
0
0
3977
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
26426
182616
SH
SOLE
0
0
182616
HOME DEPOT INC
COM
437076102
236
1229
SH
SOLE
0
0
1229
PROSHARES TR
S&P 500 DV ARIST
74348A467
2076
30635
SH
SOLE
0
0
30635
CONSTELLATION BRANDS INC
CL A
21036P108
249
1422
SH
SOLE
0
0
1422
VERIZON COMMUNICATIONS INC
COM
92343V104
299
5054
SH
SOLE
0
0
5054
CHEVRON CORP NEW
COM
166764100
216
1752
SH
SOLE
0
0
1752
ISHARES TR
CORE S&P SCP ETF
464287804
2821
36570
SH
SOLE
0
0
36570
AMAZON COM INC
COM
023135106
2217
1245
SH
SOLE
0
0
1245
FLEXSHOPPER INC
COM NEW
33939J303
161
196730
SH
SOLE
0
0
196730
NETFLIX INC
COM
64110L106
641
1798
SH
SOLE
0
0
1798
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2560
7412
SH
SOLE
0
0
7412
BOEING CO
COM
097023105
304
797
SH
SOLE
0
0
797
COSTCO WHSL CORP NEW
COM
22160K105
232
959
SH
SOLE
0
0
959
FLEXSHOPPER INC
*W EXP 09/28/202
33939J113
25
87500
SH
SOLE
0
0
87500
VISA INC
COM CL A
92826C839
328
2098
SH
SOLE
0
0
2098
MARRIOTT INTL INC NEW
CL A
571903202
820
6557
SH
SOLE
0
0
6557
VANGUARD INDEX FDS
VALUE ETF
922908744
6069
56387
SH
SOLE
0
0
56387
CORNING INC
COM
219350105
217
6543
SH
SOLE
0
0
6543
ISHARES TR
PFD AND INCM SEC
464288687
217
5944
SH
SOLE
0
0
5944
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
21927
437221
SH
SOLE
0
0
437221
ISHARES INC
CORE MSCI EMKT
46434G103
4058
78479
SH
SOLE
0
0
78479
ISHARES TR
RUSSELL 2000 ETF
464287655
10580
69111
SH
SOLE
0
0
69111
FACEBOOK INC
CL A
30303M102
613
3679
SH
SOLE
0
0
3679
NVIDIA CORP
COM
67066G104
546
3041
SH
SOLE
0
0
3041
ALPHABET INC
CAP STK CL A
02079K305
573
487
SH
SOLE
0
0
487
SPDR S&P 500 ETF TR
TR UNIT
78462F103
586
2075
SH
SOLE
0
0
2075
APPLE INC
COM
037833100
1572
8274
SH
SOLE
0
0
8274
ISHARES TR
CORE S&P MCP ETF
464287507
4980
26295
SH
SOLE
0
0
26295
INTERNATIONAL BUSINESS MACHS
COM
459200101
357
2533
SH
SOLE
0
0
2533
AT&T INC
COM
00206R102
475
15157
SH
SOLE
0
0
15157