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Benchmark Financial Wealth Advisors, LLC Buys Health Care Select Sector SPDR, iShares TIPS Bond ETF, S&P 500 ETF TRUST ETF, Sells Vanguard Value ETF, ISHARES TRUST, PowerShares QQQ Trust Ser 1

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Oct 26, 2021
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Investment company Benchmark Financial Wealth Advisors, LLC (Current Portfolio) buys Health Care Select Sector SPDR, iShares TIPS Bond ETF, S&P 500 ETF TRUST ETF, ProShares UltraPro Short Dow30, ProShares UltraPro Short S&P 500 ETF, sells Vanguard Value ETF, ISHARES TRUST, PowerShares QQQ Trust Ser 1, Zoom Video Communications Inc, Coca-Cola Co during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Benchmark Financial Wealth Advisors, LLC. As of 2021Q3, Benchmark Financial Wealth Advisors, LLC owns 67 stocks with a total value of $210 million. These are the details of the buys and sells.

For the details of Benchmark Financial Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/benchmark+financial+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Benchmark Financial Wealth Advisors, LLC
  1. Vanguard Total Stock Market ETF (VTI) - 133,883 shares, 14.13% of the total portfolio. Shares reduced by 2.55%
  2. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 216,187 shares, 10.11% of the total portfolio. Shares added by 4.52%
  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 147,181 shares, 8.03% of the total portfolio. Shares added by 6.21%
  4. iShares Core S&P Small-Cap ETF (IJR) - 125,854 shares, 6.53% of the total portfolio. Shares added by 2.40%
  5. iShares Core MSCI Total International Stock ETF (IXUS) - 161,702 shares, 5.46% of the total portfolio. Shares reduced by 1.42%
New Purchase: ProShares UltraPro Short Dow30 (SDOW)

Benchmark Financial Wealth Advisors, LLC initiated holding in ProShares UltraPro Short Dow30. The purchase prices were between $29.4 and $34.19, with an estimated average price of $31.21. The stock is now traded at around $28.220000. The impact to a portfolio due to this purchase was 0.27%. The holding were 17,198 shares as of 2021-09-30.

New Purchase: ProShares UltraPro Short S&P 500 ETF (SPXU)

Benchmark Financial Wealth Advisors, LLC initiated holding in ProShares UltraPro Short S&P 500 ETF. The purchase prices were between $15.18 and $18.55, with an estimated average price of $16.5. The stock is now traded at around $14.520000. The impact to a portfolio due to this purchase was 0.25%. The holding were 29,949 shares as of 2021-09-30.

New Purchase: iShares U.S. Preferred Stock (PFF)

Benchmark Financial Wealth Advisors, LLC initiated holding in iShares U.S. Preferred Stock. The purchase prices were between $38.38 and $39.33, with an estimated average price of $38.93. The stock is now traded at around $39.210000. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,561 shares as of 2021-09-30.

New Purchase: Alphabet Inc (GOOG)

Benchmark Financial Wealth Advisors, LLC initiated holding in Alphabet Inc. The purchase prices were between $2527.37 and $2916.84, with an estimated average price of $2756.72. The stock is now traded at around $2796.660000. The impact to a portfolio due to this purchase was 0.13%. The holding were 103 shares as of 2021-09-30.

New Purchase: Salesforce.com Inc (CRM)

Benchmark Financial Wealth Advisors, LLC initiated holding in Salesforce.com Inc. The purchase prices were between $237.55 and $285.63, with an estimated average price of $254.07. The stock is now traded at around $295.125000. The impact to a portfolio due to this purchase was 0.12%. The holding were 914 shares as of 2021-09-30.

New Purchase: Moderna Inc (MRNA)

Benchmark Financial Wealth Advisors, LLC initiated holding in Moderna Inc. The purchase prices were between $221.9 and $484.47, with an estimated average price of $367.49. The stock is now traded at around $344.780000. The impact to a portfolio due to this purchase was 0.12%. The holding were 672 shares as of 2021-09-30.

Added: Health Care Select Sector SPDR (XLV)

Benchmark Financial Wealth Advisors, LLC added to a holding in Health Care Select Sector SPDR by 422.53%. The purchase prices were between $126.62 and $136.37, with an estimated average price of $131.77. The stock is now traded at around $132.390000. The impact to a portfolio due to this purchase was 2.07%. The holding were 42,252 shares as of 2021-09-30.

Added: iShares TIPS Bond ETF (TIP)

Benchmark Financial Wealth Advisors, LLC added to a holding in iShares TIPS Bond ETF by 184.85%. The purchase prices were between $125.24 and $129.06, with an estimated average price of $127.65. The stock is now traded at around $129.375000. The impact to a portfolio due to this purchase was 0.48%. The holding were 12,186 shares as of 2021-09-30.

Added: S&P 500 ETF TRUST ETF (SPY)

Benchmark Financial Wealth Advisors, LLC added to a holding in S&P 500 ETF TRUST ETF by 34.44%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $456.070000. The impact to a portfolio due to this purchase was 0.29%. The holding were 5,547 shares as of 2021-09-30.

Added: iShares MSCI USA Equal Weighted ETF (EUSA)

Benchmark Financial Wealth Advisors, LLC added to a holding in iShares MSCI USA Equal Weighted ETF by 38.08%. The purchase prices were between $82.05 and $87.9, with an estimated average price of $85.5. The stock is now traded at around $88.790000. The impact to a portfolio due to this purchase was 0.18%. The holding were 16,801 shares as of 2021-09-30.

Added: UnitedHealth Group Inc (UNH)

Benchmark Financial Wealth Advisors, LLC added to a holding in UnitedHealth Group Inc by 27.87%. The purchase prices were between $390.74 and $429.71, with an estimated average price of $414.25. The stock is now traded at around $454.470000. The impact to a portfolio due to this purchase was 0.03%. The holding were 702 shares as of 2021-09-30.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

Benchmark Financial Wealth Advisors, LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $354.18 and $381.69, with an estimated average price of $367.93.

Sold Out: Zoom Video Communications Inc (ZM)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Zoom Video Communications Inc. The sale prices were between $257.41 and $401.12, with an estimated average price of $337.35.

Sold Out: Coca-Cola Co (KO)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Coca-Cola Co. The sale prices were between $52.47 and $57.48, with an estimated average price of $55.73.

Sold Out: McDonald's Corp (MCD)

Benchmark Financial Wealth Advisors, LLC sold out a holding in McDonald's Corp. The sale prices were between $229.26 and $248.11, with an estimated average price of $238.61.

Sold Out: NIO Inc (NIO)

Benchmark Financial Wealth Advisors, LLC sold out a holding in NIO Inc. The sale prices were between $34.9 and $50.9, with an estimated average price of $41.21.

Reduced: Vanguard Value ETF (VTV)

Benchmark Financial Wealth Advisors, LLC reduced to a holding in Vanguard Value ETF by 84.53%. The sale prices were between $133.72 and $141.65, with an estimated average price of $138.49. The stock is now traded at around $143.660000. The impact to a portfolio due to this sale was -1.21%. Benchmark Financial Wealth Advisors, LLC still held 3,357 shares as of 2021-09-30.

Reduced: ISHARES TRUST (IUSV)

Benchmark Financial Wealth Advisors, LLC reduced to a holding in ISHARES TRUST by 79.3%. The sale prices were between $69.51 and $73.69, with an estimated average price of $72.22. The stock is now traded at around $74.847300. The impact to a portfolio due to this sale was -1.19%. Benchmark Financial Wealth Advisors, LLC still held 9,008 shares as of 2021-09-30.

Reduced: Technology Select Sector SPDR ETF (XLK)

Benchmark Financial Wealth Advisors, LLC reduced to a holding in Technology Select Sector SPDR ETF by 20.03%. The sale prices were between $147.65 and $159.42, with an estimated average price of $154.06. The stock is now traded at around $159.550000. The impact to a portfolio due to this sale was -0.12%. Benchmark Financial Wealth Advisors, LLC still held 6,579 shares as of 2021-09-30.

Reduced: iShares Core S&P 500 ETF (IVV)

Benchmark Financial Wealth Advisors, LLC reduced to a holding in iShares Core S&P 500 ETF by 21.38%. The sale prices were between $425.18 and $453.54, with an estimated average price of $441.59. The stock is now traded at around $457.880000. The impact to a portfolio due to this sale was -0.1%. Benchmark Financial Wealth Advisors, LLC still held 1,828 shares as of 2021-09-30.



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