0001757706-20-000006.txt : 20200721 0001757706-20-000006.hdr.sgml : 20200721 20200721120921 ACCESSION NUMBER: 0001757706-20-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200721 DATE AS OF CHANGE: 20200721 EFFECTIVENESS DATE: 20200721 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: 201038242 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 06-30-2020 06-30-2020 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 05-08-2020 0 57 135991 false
INFORMATION TABLE 2 13F_Benchmark_2q2020.xml ISHARES TR CORE S&P MCP ETF 464287507 3343 18802 SH SOLE 0 0 18802 ISHARES TR CORE S&P SCP ETF 464287804 7865 115165 SH SOLE 0 0 115165 ISHARES TR CORE S&P500 ETF 464287200 1356 4378 SH SOLE 0 0 4378 ISHARES TR RUSSELL 2000 ETF 464287655 4764 33270 SH SOLE 0 0 33270 ISHARES TR CORE S&P US VLU 464287663 2049 39239 SH SOLE 0 0 39239 ISHARES TR CORE S&P US GWT 464287671 3826 53229 SH SOLE 0 0 53229 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1954 6022 SH SOLE 0 0 6022 SPDR S&P 500 ETF TR TR UNIT 78462F103 744 2412 SH SOLE 0 0 2412 AMAZON COM INC COM 023135106 3413 1237 SH SOLE 0 0 1237 BOEING CO COM 097023105 458 2499 SH SOLE 0 0 2499 INVESCO QQQ TR UNIT SER 1 46090E103 540 2182 SH SOLE 0 0 2182 DISNEY WALT CO COM DISNEY 254687106 347 3113 SH SOLE 0 0 3113 PFIZER INC COM 717081103 220 6717 SH SOLE 0 0 6717 MICROSOFT CORP COM 594918104 1967 9666 SH SOLE 0 0 9666 AT&T INC COM 00206R102 201 6636 SH SOLE 0 0 6636 INTERNATIONAL BUSINESS MACHS COM 459200101 283 2342 SH SOLE 0 0 2342 COCA COLA CO COM 191216100 249 5566 SH SOLE 0 0 5566 VERIZON COMMUNICATIONS INC COM 92343V104 276 5003 SH SOLE 0 0 5003 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1249 11956 SH SOLE 0 0 11956 HOME DEPOT INC COM 437076102 575 2296 SH SOLE 0 0 2296 MCDONALDS CORP COM 580135101 229 1244 SH SOLE 0 0 1244 MARRIOTT INTL INC NEW CL A 571903202 747 8708 SH SOLE 0 0 8708 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23803 152065 SH SOLE 0 0 152065 APPLE INC COM 037833100 3410 9347 SH SOLE 0 0 9347 NETFLIX INC COM 64110L106 300 660 SH SOLE 0 0 660 ISHARES TR CORE US AGGBD ET 464287226 11103 93926 SH SOLE 0 0 93926 NVIDIA CORPORATION COM 67066G104 787 2072 SH SOLE 0 0 2072 ALPHABET INC CAP STK CL A 02079K305 919 648 SH SOLE 0 0 648 VANGUARD INDEX FDS VALUE ETF 922908744 2711 27224 SH SOLE 0 0 27224 VANGUARD INDEX FDS MID CAP ETF 922908629 3928 23965 SH SOLE 0 0 23965 CHIPOTLE MEXICAN GRILL INC COM 169656105 218 207 SH SOLE 0 0 207 SALESFORCE COM INC COM 79466L302 214 1145 SH SOLE 0 0 1145 NOVAVAX INC COM NEW 670002401 208 2500 SH SOLE 0 0 2500 MASTERCARD INCORPORATED CL A 57636Q104 249 843 SH SOLE 0 0 843 ISHARES TR CORE S&P TTL STK 464287150 11674 168115 SH SOLE 0 0 168115 ALPHA PRO TECH LTD COM 020772109 195 11000 SH SOLE 0 0 11000 DYNAVAX TECHNOLOGIES CORP COM NEW 268158201 89 10000 SH SOLE 0 0 10000 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9530 200167 SH SOLE 0 0 200167 BLACKSTONE GROUP INC COM CL A 09260D107 209 3688 SH SOLE 0 0 3688 ISHARES TR PFD AND INCM SEC 464288687 234 6765 SH SOLE 0 0 6765 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5039 63965 SH SOLE 0 0 63965 LULULEMON ATHLETICA INC COM 550021109 262 840 SH SOLE 0 0 840 VISA INC COM CL A 92826C839 664 3436 SH SOLE 0 0 3436 OPKO HEALTH INC COM 68375N103 68 20000 SH SOLE 0 0 20000 ISHARES INC MSCI EQUAL WEITE 464286681 485 8480 SH SOLE 0 0 8480 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3434 36097 SH SOLE 0 0 36097 PROSHARES TR ULTRAPRO SHORT S 74347B268 927 78572 SH SOLE 0 0 78572 PROSHARES TR ULTRAPRO SHT QQQ 74347G408 466 61619 SH SOLE 0 0 61619 PROSHARES TR ULTRAPRO DOW 30 74347G309 1204 50098 SH SOLE 0 0 50098 FLEXSHOPPER INC COM NEW 33939J303 593 341039 SH SOLE 0 0 341039 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 305 1076 SH SOLE 0 0 1076 FACEBOOK INC CL A 30303M102 979 4311 SH SOLE 0 0 4311 SERVICENOW INC COM 81762P102 261 645 SH SOLE 0 0 645 ISHARES TR CORE MSCI TOTAL 46432F834 7929 145438 SH SOLE 0 0 145438 PROSHARES TR S&P 500 DV ARIST 74348A467 6926 102838 SH SOLE 0 0 102838 CENTENNIAL RESOURCE DEV INC CL A 15136A102 13 14386 SH SOLE 0 0 14386