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