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