0001757706-19-000005.txt : 20190725
0001757706-19-000005.hdr.sgml : 20190725
20190725135935
ACCESSION NUMBER: 0001757706-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190725
DATE AS OF CHANGE: 20190725
EFFECTIVENESS DATE: 20190725
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: 19973753
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
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0001757706
XXXXXXXX
06-30-2019
06-30-2019
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
07-25-2019
0
37
102504
false
INFORMATION TABLE
2
13f2Q.xml
ISHARES TR
EXPONENTIAL TECH
46434V381
471
12219
SH
SOLE
0
0
12219
MICROSOFT CORP
COM
594918104
914
6821
SH
SOLE
0
0
6821
ISHARES INC
MSCI EQUAL WEITE
464286681
1041
17555
SH
SOLE
0
0
17555
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
28575
190387
SH
SOLE
0
0
190387
ISHARES TR
CORE S&P500 ETF
464287200
1356
4600
SH
SOLE
0
0
4600
HOME DEPOT INC
COM
437076102
273
1311
SH
SOLE
0
0
1311
PROSHARES TR
S&P 500 DV ARIST
74348A467
2770
39925
SH
SOLE
0
0
39925
CONSTELLATION BRANDS INC
CL A
21036P108
281
1426
SH
SOLE
0
0
1426
DISNEY WALT CO
COM DISNEY
254687106
276
1978
SH
SOLE
0
0
1978
VERIZON COMMUNICATIONS INC
COM
92343V104
320
5609
SH
SOLE
0
0
5609
CHEVRON CORP NEW
COM
166764100
234
1880
SH
SOLE
0
0
1880
ISHARES TR
CORE S&P SCP ETF
464287804
2612
33362
SH
SOLE
0
0
33362
AMAZON COM INC
COM
023135106
2407
1271
SH
SOLE
0
0
1271
FLEXSHOPPER INC
COM NEW
33939J303
216
196730
SH
SOLE
0
0
196730
NETFLIX INC
COM
64110L106
691
1882
SH
SOLE
0
0
1882
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2406
6785
SH
SOLE
0
0
6785
BOEING CO
COM
097023105
337
925
SH
SOLE
0
0
925
COSTCO WHSL CORP NEW
COM
22160K105
373
1410
SH
SOLE
0
0
1410
FLEXSHOPPER INC
*W EXP 09/28/202
33939J113
26
87500
SH
SOLE
0
0
87500
VISA INC
COM CL A
92826C839
317
1824
SH
SOLE
0
0
1824
MARRIOTT INTL INC NEW
CL A
571903202
803
5723
SH
SOLE
0
0
5723
VANGUARD INDEX FDS
VALUE ETF
922908744
6213
56018
SH
SOLE
0
0
56018
CORNING INC
COM
219350105
219
6583
SH
SOLE
0
0
6583
ISHARES TR
PFD AND INCM SEC
464288687
221
5991
SH
SOLE
0
0
5991
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
22515
441562
SH
SOLE
0
0
441562
ISHARES INC
CORE MSCI EMKT
46434G103
3877
75368
SH
SOLE
0
0
75368
ISHARES TR
RUSSELL 2000 ETF
464287655
11305
72700
SH
SOLE
0
0
72700
FACEBOOK INC
CL A
30303M102
775
4018
SH
SOLE
0
0
4018
NVIDIA CORP
COM
67066G104
594
3617
SH
SOLE
0
0
3617
ALPHABET INC
CAP STK CL A
02079K305
540
499
SH
SOLE
0
0
499
SINCLAIR BROADCAST GROUP INC
CL A
829226109
224
4184
SH
SOLE
0
0
4184
SPDR S&P 500 ETF TR
TR UNIT
78462F103
610
2081
SH
SOLE
0
0
2081
ISHARES TR
CORE S&P MCP ETF
464287507
5955
30656
SH
SOLE
0
0
30656
APPLE INC
COM
037833100
1923
9716
SH
SOLE
0
0
9716
INTERNATIONAL BUSINESS MACHS
COM
459200101
318
2309
SH
SOLE
0
0
2309
AT&T INC
COM
00206R102
516
15411
SH
SOLE
0
0
15411