CHIEF COMPLIANCE OFFICER

0001757706-24-000002.txt : 20240123 0001757706-24-000002.hdr.sgml : 20240123 20240123114517 ACCESSION NUMBER: 0001757706-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Benchmark Financial Wealth Advisors, LLC CENTRAL INDEX KEY: 0001757706 ORGANIZATION NAME: 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: 24551213 BUSINESS ADDRESS: STREET 1: 2351 NW BOCA RATON BLVD CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-416-2992 MAIL ADDRESS: STREET 1: 2351 NW BOCA RATON BLVD CITY: BOCA RATON STATE: FL ZIP: 33431 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001757706 XXXXXXXX 12-31-2023 12-31-2023 Benchmark Financial Wealth Advisors, LLC

2351 NW BOCA RATON BLVD BOCA RATON FL 33431

13F HOLDINGS REPORT 028-18917 000287966 801-110764 N ROGER KALINA CHIEF COMPLIANCE OFFICER 561-872-2035 ROGER KALINA BOCA RATON X1 01-23-2024 0 79 232050053 false INFORMATION TABLE 2 BFWA_13F_4q2023.xml ABBVIE INC COM 00287Y109 227082 1465 SH SOLE 0 0 0 1465 ALPHABET INC CAP STK CL C 02079K107 353960 2512 SH SOLE 0 210 0 2302 ALPHABET INC CAP STK CL A 02079K305 1758208 12587 SH SOLE 0 0 0 12587 ALTRIA GROUP INC COM 02209S103 322480 7994 SH SOLE 0 0 0 7994 AMAZON COM INC COM 023135106 3246167 21365 SH SOLE 0 417 0 20948 AMERICAN INTL GROUP INC COM NEW 026874784 622579 9189 SH SOLE 0 0 0 9189 AMGEN INC COM 031162100 327141 1136 SH SOLE 0 0 0 1136 APPLE INC COM 037833100 7120018 36981 SH SOLE 0 0 0 36981 BANK AMERICA CORP COM 060505104 690407 20505 SH SOLE 0 0 0 20505 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 528670 1482 SH SOLE 0 0 0 1482 BLACKSTONE INC COM 09260D107 955260 7297 SH SOLE 0 0 0 7297 BOEING CO COM 097023105 465191 1785 SH SOLE 0 0 0 1785 BRISTOL-MYERS SQUIBB CO COM 110122108 782153 15244 SH SOLE 0 0 0 15244 BROADCOM INC COM 11135F101 446546 400 SH SOLE 0 0 0 400 CISCO SYS INC COM 17275R102 292423 5788 SH SOLE 0 0 0 5788 COCA COLA CO COM 191216100 251356 4265 SH SOLE 0 0 0 4265 CORNING INC COM 219350105 246029 8080 SH SOLE 0 0 0 8080 COSTCO WHSL CORP NEW COM 22160K105 570895 865 SH SOLE 0 0 0 865 CROWDSTRIKE HLDGS INC CL A 22788C105 248682 974 SH SOLE 0 0 0 974 ELI LILLY & CO COM 532457108 477210 819 SH SOLE 0 6 0 813 FERRARI N V COM N3167Y103 362908 1072 SH SOLE 0 0 0 1072 FIDELITY COVINGTON TRUST MSCI UTILS INDEX 316092865 1774679 43433 SH SOLE 0 0 0 43433 FLEXSHOPPER INC COM NEW 33939J303 382393 228978 SH SOLE 0 0 0 228978 HOME DEPOT INC COM 437076102 743921 2147 SH SOLE 0 0 0 2147 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5310245 33652 SH SOLE 0 0 0 33652 INVESCO QQQ TR UNIT SER 1 46090E103 538291 1314 SH SOLE 0 0 0 1314 ISHARES INC MSCI EQUAL WEITE 464286681 1403525 16622 SH SOLE 0 0 0 16622 ISHARES TR CORE MSCI TOTAL 46432F834 852355 13127 SH SOLE 0 0 0 13127 ISHARES TR EXPONENTIAL TECH 46434V381 210781 3521 SH SOLE 0 0 0 3521 ISHARES TR RUS TP200 GR ETF 464289438 5862683 33459 SH SOLE 0 0 0 33459 ISHARES TR CORE S&P TTL STK 464287150 20712734 196833 SH SOLE 0 0 0 196833 ISHARES TR CORE S&P MCP ETF 464287507 4425096 15966 SH SOLE 0 0 0 15966 ISHARES TR CORE S&P SCP ETF 464287804 12057754 111388 SH SOLE 0 0 0 111388 ISHARES TR CORE S&P500 ETF 464287200 1554551 3255 SH SOLE 0 0 0 3255 ISHARES TR RUS 1000 VAL ETF 464287598 603705 3653 SH SOLE 0 0 0 3653 ISHARES TR RUS 1000 GRW ETF 464287614 1103517 3640 SH SOLE 0 0 0 3640 ISHARES TR RUSSELL 2000 ETF 464287655 5540855 27606 SH SOLE 0 0 0 27606 ISHARES TR CORE S&P US VLU 464287663 351043 4163 SH SOLE 0 0 0 4163 ISHARES TR CORE S&P US GWT 464287671 1093076 10500 SH SOLE 0 0 0 10500 ISHARES TR RUSEL 2500 ETF 46435G268 2807016 45591 SH SOLE 0 0 0 45591 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 289229 5261 SH SOLE 0 0 0 5261 JPMORGAN CHASE & CO COM 46625H100 385471 2266 SH SOLE 0 0 0 2266 LEGG MASON ETF INVT FRANKLIN US LOW 52468L406 722892 19887 SH SOLE 0 0 0 19887 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 385738 13946 SH SOLE 0 0 0 13946 LOWES COS INC COM 548661107 244075 1097 SH SOLE 0 0 0 1097 MARRIOTT INTL INC NEW CL A 571903202 1496011 6634 SH SOLE 0 0 0 6634 MCDONALDS CORP COM 580135101 234954 792 SH SOLE 0 0 0 792 MERCK & CO INC COM 58933Y105 434750 3988 SH SOLE 0 0 0 3988 META PLATFORMS INC CL A 30303M102 1139397 3219 SH SOLE 0 0 0 3219 MICROSOFT CORP COM 594918104 3956022 10520 SH SOLE 0 105 0 10415 NOVO-NORDISK A S ADR 670100205 230795 2231 SH SOLE 0 48 0 2183 NVIDIA CORPORATION COM 67066G104 3190820 6443 SH SOLE 0 0 0 6443 PACER FDS TR US CASH COWS 100 69374H881 9836881 189207 SH SOLE 0 0 0 189207 PFIZER INC COM 717081103 234599 8149 SH SOLE 0 0 0 8149 PHILIP MORRIS INTL INC COM 718172109 215136 2287 SH SOLE 0 0 0 2287 QUALCOMM INC COM 747525103 225420 1559 SH SOLE 0 0 0 1559 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 27291296 738401 SH SOLE 0 0 0 738401 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4696854 61695 SH SOLE 0 0 0 61695 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1063751 5527 SH SOLE 0 0 0 5527 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9311608 68277 SH SOLE 0 0 0 68277 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1397940 22074 SH SOLE 0 0 0 22074 SPDR GOLD TR GOLD SHS 78463V107 251197 1314 SH SOLE 0 0 0 1314 SPDR S&P 500 ETF TR TR UNIT 78462F103 27495860 57848 SH SOLE 0 0 0 57848 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4078872 8039 SH SOLE 0 0 0 8039 UNION PAC CORP COM 907818108 230527 939 SH SOLE 0 0 0 939 UNITEDHEALTH GROUP INC COM 91324P102 365673 695 SH SOLE 0 27 0 668 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 237209 1356 SH SOLE 0 0 0 1356 VANGUARD INDEX FDS TOTAL STK MKT 922908769 30161295 127145 SH SOLE 0 0 0 127145 VANGUARD INDEX FDS VALUE ETF 922908744 263604 1763 SH SOLE 0 0 0 1763 VANGUARD INDEX FDS MID CAP ETF 922908629 6621169 28461 SH SOLE 0 0 0 28461 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 454505 1041 SH SOLE 0 0 0 1041 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3880522 69122 SH SOLE 0 0 0 69122 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 583165 12175 SH SOLE 0 0 0 12175 VANGUARD WORLD FDS INF TECH ETF 92204A702 200748 415 SH SOLE 0 0 0 415 VISA INC COM CL A 92826C839 935803 3594 SH SOLE 0 74 0 3520 WALMART INC COM 931142103 374295 2374 SH SOLE 0 0 0 2374 WASTE MGMT INC DEL COM 94106L109 425709 2377 SH SOLE 0 0 0 2377 WATSCO INC COM 942622200 535588 1250 SH SOLE 0 0 0 1250 WELLS FARGO CO NEW COM 949746101 347088 7052 SH SOLE 0 0 0 7052