0001757706-20-000008.txt : 20201015 0001757706-20-000008.hdr.sgml : 20201015 20201015114949 ACCESSION NUMBER: 0001757706-20-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201015 DATE AS OF CHANGE: 20201015 EFFECTIVENESS DATE: 20201015 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: 201240936 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 09-30-2020 09-30-2020 Benchmark Financial Wealth Advisors, LLC

2401 NW BOCA RATON BLVD BOCA RATON FL 33431

13F HOLDINGS REPORT 028-18917 N Lisa M Marsden 954-825-9890 Lisa M Marsden Coral Springs X1 10-15-2020 0 63 155180 false INFORMATION TABLE 2 BFWA_13F3Q202010142020.xml ISHARES TR CORE S&P MCP ETF 464287507 3268 17634 SH SOLE 0 0 17634 ISHARES TR CORE S&P SCP ETF 464287804 8071 114924 SH SOLE 0 0 114924 ISHARES TR CORE S&P500 ETF 464287200 1487 4425 SH SOLE 0 0 4425 ISHARES TR RUSSELL 2000 ETF 464287655 4816 32154 SH SOLE 0 0 32154 ISHARES TR CORE S&P US VLU 464287663 2084 38386 SH SOLE 0 0 38386 ISHARES TR CORE S&P US GWT 464287671 5429 67882 SH SOLE 0 0 67882 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2023 5972 SH SOLE 0 0 5972 SPDR S&P 500 ETF TR TR UNIT 78462F103 861 2571 SH SOLE 0 0 2571 AMAZON COM INC COM 023135106 4531 1439 SH SOLE 0 0 1439 BRISTOL-MYERS SQUIBB CO COM 110122108 885 14679 SH SOLE 0 0 14679 BOEING CO COM 097023105 430 2604 SH SOLE 0 0 2604 INVESCO QQQ TR UNIT SER 1 46090E103 777 2798 SH SOLE 0 0 2798 DISNEY WALT CO COM DISNEY 254687106 357 2880 SH SOLE 0 0 2880 JOHNSON & JOHNSON COM 478160104 246 1654 SH SOLE 0 0 1654 PFIZER INC COM 717081103 231 6306 SH SOLE 0 0 6306 MICROSOFT CORP COM 594918104 2202 10471 SH SOLE 0 0 10471 AT&T INC COM 00206R102 282 9889 SH SOLE 0 0 9889 INTERNATIONAL BUSINESS MACHS COM 459200101 285 2344 SH SOLE 0 0 2344 COCA COLA CO COM 191216100 201 4069 SH SOLE 0 0 4069 VERIZON COMMUNICATIONS INC COM 92343V104 258 4338 SH SOLE 0 0 4338 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1714 14686 SH SOLE 0 0 14686 HOME DEPOT INC COM 437076102 585 2105 SH SOLE 0 0 2105 MCDONALDS CORP COM 580135101 243 1105 SH SOLE 0 0 1105 CORNING INC COM 219350105 222 6852 SH SOLE 0 0 6852 MARRIOTT INTL INC NEW CL A 571903202 826 8926 SH SOLE 0 0 8926 VANGUARD INDEX FDS TOTAL STK MKT 922908769 25839 151720 SH SOLE 0 0 151720 APPLE INC COM 037833100 5125 44253 SH SOLE 0 0 44253 NETFLIX INC COM 64110L106 333 665 SH SOLE 0 0 665 ISHARES TR CORE US AGGBD ET 464287226 13128 111196 SH SOLE 0 0 111196 NVIDIA CORPORATION COM 67066G104 1176 2173 SH SOLE 0 0 2173 ALPHABET INC CAP STK CL A 02079K305 1089 743 SH SOLE 0 0 743 SPDR GOLD TR GOLD SHS 78463V107 206 1164 SH SOLE 0 0 1164 VANGUARD INDEX FDS VALUE ETF 922908744 2388 22850 SH SOLE 0 0 22850 VANGUARD INDEX FDS MID CAP ETF 922908629 4422 25088 SH SOLE 0 0 25088 CHIPOTLE MEXICAN GRILL INC COM 169656105 257 207 SH SOLE 0 0 207 SALESFORCE COM INC COM 79466L302 348 1386 SH SOLE 0 0 1386 MASTERCARD INCORPORATED CL A 57636Q104 352 1040 SH SOLE 0 0 1040 ISHARES TR CORE S&P TTL STK 464287150 14120 187045 SH SOLE 0 0 187045 ALPHA PRO TECH LTD COM 020772109 202 13685 SH SOLE 0 0 13685 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 9867 195577 SH SOLE 0 0 195577 ISHARES TR PFD AND INCM SEC 464288687 248 6813 SH SOLE 0 0 6813 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 5351 66123 SH SOLE 0 0 66123 LULULEMON ATHLETICA INC COM 550021109 289 876 SH SOLE 0 0 876 VISA INC COM CL A 92826C839 702 3509 SH SOLE 0 0 3509 OPKO HEALTH INC COM 68375N103 168 45564 SH SOLE 0 0 45564 ISHARES INC MSCI EQUAL WEITE 464286681 444 7267 SH SOLE 0 0 7267 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4008 41836 SH SOLE 0 0 41836 PROSHARES TR ULTRAPRO SHORT S 74347B268 858 98572 SH SOLE 0 0 98572 PROSHARES TR ULTRAPRO SHT QQQ 74347G861 457 19172 SH SOLE 0 0 19172 PROSHARES TR ULTRAPRO DOW 30 74347G309 908 50098 SH SOLE 0 0 50098 FLEXSHOPPER INC COM NEW 33939J303 602 339909 SH SOLE 0 0 339909 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 333 1081 SH SOLE 0 0 1081 FACEBOOK INC CL A 30303M102 1135 4334 SH SOLE 0 0 4334 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 357 759 SH SOLE 0 0 759 SERVICENOW INC COM 81762P102 279 576 SH SOLE 0 0 576 ISHARES TR CORE MSCI TOTAL 46432F834 9262 158756 SH SOLE 0 0 158756 PROSHARES TR S&P 500 DV ARIST 74348A467 7732 107165 SH SOLE 0 0 107165 PAYPAL HLDGS INC COM 70450Y103 240 1217 SH SOLE 0 0 1217 ISHARES TR CORE INTL AGGR 46435G672 247 4434 SH SOLE 0 0 4434 BLACKROCK 2022 GBL INCM OPP COM 09258P104 87 10000 SH SOLE 0 0 10000 NUVEEN EMERGING MKTS DEBT 20 COM 67077P101 96 12500 SH SOLE 0 0 12500 DOCUSIGN INC COM 256163106 211 980 SH SOLE 0 0 980