Benchmark Financial Wealth Advisors, LLC Buys Schwab International Equity ETF, iShares TIPS Bond ETF, iShares MSCI USA Equal Weighted ETF, Sells JPMorgan Ultra-Short Income ETF, PROSHARES TRUST, Moderna Inc

Investment company Benchmark Financial Wealth Advisors, LLC (Current Portfolio) buys Schwab International Equity ETF, iShares TIPS Bond ETF, iShares MSCI USA Equal Weighted ETF, iShares U.S. Preferred Stock, S&P 500 ETF TRUST ETF, sells JPMorgan Ultra-Short Income ETF, PROSHARES TRUST, Moderna Inc, BlackRock Science and Technology Trust during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Benchmark Financial Wealth Advisors, LLC. As of 2021Q4, Benchmark Financial Wealth Advisors, LLC owns 77 stocks with a total value of $239 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) - 130,956 shares, 13.21% of the total portfolio. Shares reduced by 2.19%
  2. iShares Core S&P Total U.S. Stock Market ETF (ITOT) - 236,365 shares, 10.57% of the total portfolio. Shares added by 9.33%
  3. iShares Core U.S. Aggregate Bond ETF (AGG) - 153,214 shares, 7.31% of the total portfolio. Shares added by 4.10%
  4. iShares Core S&P Small-Cap ETF (IJR) - 134,214 shares, 6.42% of the total portfolio. Shares added by 6.64%
  5. ProShares S&P 500 Dividend Aristocrats ETF (NOBL) - 136,525 shares, 5.60% of the total portfolio. Shares added by 14.50%
New Purchase: Schwab International Equity ETF (SCHF)

Benchmark Financial Wealth Advisors, LLC initiated holding in Schwab International Equity ETF. The purchase prices were between $37.11 and $39.68, with an estimated average price of $38.6. The stock is now traded at around $37.050000. The impact to a portfolio due to this purchase was 1.48%. The holding were 91,082 shares as of 2021-12-31.

New Purchase: ProShares Ultra VIX Short-Term Futures ETF (UVXY)

Benchmark Financial Wealth Advisors, LLC initiated holding in ProShares Ultra VIX Short-Term Futures ETF. The purchase prices were between $12.43 and $24.17, with an estimated average price of $17.02. The stock is now traded at around $18.430000. The impact to a portfolio due to this purchase was 0.21%. The holding were 40,400 shares as of 2021-12-31.

New Purchase: Blackrock Enhanced Global Dividend Trust (BOE)

Benchmark Financial Wealth Advisors, LLC initiated holding in Blackrock Enhanced Global Dividend Trust. The purchase prices were between $11.66 and $12.38, with an estimated average price of $12.05. The stock is now traded at around $11.430000. The impact to a portfolio due to this purchase was 0.18%. The holding were 35,589 shares as of 2021-12-31.

New Purchase: PowerShares QQQ Trust Ser 1 (QQQ)

Benchmark Financial Wealth Advisors, LLC initiated holding in PowerShares QQQ Trust Ser 1. The purchase prices were between $352.17 and $403.48, with an estimated average price of $386.05. The stock is now traded at around $344.570000. The impact to a portfolio due to this purchase was 0.12%. The holding were 717 shares as of 2021-12-31.

New Purchase: Ferrari NV (RACE)

Benchmark Financial Wealth Advisors, LLC initiated holding in Ferrari NV. The purchase prices were between $207.24 and $275.3, with an estimated average price of $247.39. The stock is now traded at around $226.260000. The impact to a portfolio due to this purchase was 0.09%. The holding were 843 shares as of 2021-12-31.

New Purchase: JPMorgan Chase & Co (JPM)

Benchmark Financial Wealth Advisors, LLC initiated holding in JPMorgan Chase & Co. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $147.920000. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,293 shares as of 2021-12-31.

Added: iShares TIPS Bond ETF (TIP)

Benchmark Financial Wealth Advisors, LLC added to a holding in iShares TIPS Bond ETF by 204.92%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.250000. The impact to a portfolio due to this purchase was 1.35%. The holding were 37,158 shares as of 2021-12-31.

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 92.39%. The purchase prices were between $83.45 and $90.51, with an estimated average price of $87.72. The stock is now traded at around $81.430000. The impact to a portfolio due to this purchase was 0.58%. The holding were 32,323 shares as of 2021-12-31.

Added: iShares U.S. Preferred Stock (PFF)

Benchmark Financial Wealth Advisors, LLC added to a holding in iShares U.S. Preferred Stock by 250.42%. The purchase prices were between $37.98 and $39.43, with an estimated average price of $38.64. The stock is now traded at around $37.390000. The impact to a portfolio due to this purchase was 0.44%. The holding were 37,008 shares as of 2021-12-31.

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 22.95%. The purchase prices were between $427.14 and $477.48, with an estimated average price of $458.13. The stock is now traded at around $433.380000. The impact to a portfolio due to this purchase was 0.25%. The holding were 6,820 shares as of 2021-12-31.

Added: Bank of America Corp (BAC)

Benchmark Financial Wealth Advisors, LLC added to a holding in Bank of America Corp by 33.21%. The purchase prices were between $43.14 and $48.37, with an estimated average price of $45.61. The stock is now traded at around $45.900000. The impact to a portfolio due to this purchase was 0.03%. The holding were 6,626 shares as of 2021-12-31.

Added: PayPal Holdings Inc (PYPL)

Benchmark Financial Wealth Advisors, LLC added to a holding in PayPal Holdings Inc by 31.87%. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $156.980000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,084 shares as of 2021-12-31.

Sold Out: PROSHARES TRUST (SQQQ)

Benchmark Financial Wealth Advisors, LLC sold out a holding in PROSHARES TRUST. The sale prices were between $28.45 and $45, with an estimated average price of $33.77.

Sold Out: Moderna Inc (MRNA)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Moderna Inc. The sale prices were between $225.82 and $368.51, with an estimated average price of $290.69.

Sold Out: BlackRock Science and Technology Trust (BST)

Benchmark Financial Wealth Advisors, LLC sold out a holding in BlackRock Science and Technology Trust. The sale prices were between $47.3 and $55.87, with an estimated average price of $52.34.



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