CHIEF COMPLIANCE OFFICER

0001712533-24-000011.txt : 20240723 0001712533-24-000011.hdr.sgml : 20240723 20240723084028 ACCESSION NUMBER: 0001712533-24-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240723 DATE AS OF CHANGE: 20240723 EFFECTIVENESS DATE: 20240723 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: 241133022 BUSINESS ADDRESS: STREET 1: 2401 NW BOCA RATON BLVD. STREET 2: SUITE 100 CITY: BOCA RATON STATE: FL ZIP: 33431 BUSINESS PHONE: 561-953-1499 MAIL ADDRESS: STREET 1: 2401 NW BOCA RATON BLVD. STREET 2: SUITE 100 CITY: BOCA RATON STATE: FL ZIP: 33431 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001757706 XXXXXXXX 06-30-2024 06-30-2024 Benchmark Financial Wealth Advisors, LLC

2401 NW BOCA RATON BLVD. SUITE 100 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 07-23-2024 0 90 269934232 false INFORMATION TABLE 2 BFWA13F2q2024.xml ABBVIE INC COM 00287Y109 356660 2079 SH SOLE 0 0 0 2079 ALPHABET INC CAP STK CL C 02079K107 509868 2780 SH SOLE 0 210 0 2570 ALPHABET INC CAP STK CL A 02079K305 2311382 12689 SH SOLE 0 0 0 12689 ALTRIA GROUP INC COM 02209S103 524944 11525 SH SOLE 0 0 0 11525 AMAZON COM INC COM 023135106 4069072 21056 SH SOLE 0 417 0 20639 AMERICAN INTL GROUP INC COM NEW 026874784 689009 9281 SH SOLE 0 0 0 9281 AMGEN INC COM 031162100 373880 1197 SH SOLE 0 0 0 1197 APPLE INC COM 037833100 7432055 35287 SH SOLE 0 0 0 35287 BANK AMERICA CORP COM 060505104 931683 23427 SH SOLE 0 0 0 23427 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 616709 1516 SH SOLE 0 0 0 1516 BLACKSTONE INC COM 09260D107 916413 7402 SH SOLE 0 0 0 7402 BOEING CO COM 097023105 321005 1764 SH SOLE 0 0 0 1764 BRISTOL-MYERS SQUIBB CO COM 110122108 773178 18617 SH SOLE 0 0 0 18617 BROADCOM INC COM 11135F101 656978 409 SH SOLE 0 0 0 409 CHIPOTLE MEXICAN GRILL INC COM 169656105 247468 3950 SH SOLE 0 0 0 3950 CISCO SYS INC COM 17275R102 446096 9390 SH SOLE 0 0 0 9390 COCA COLA CO COM 191216100 407129 6396 SH SOLE 0 0 0 6396 CORNING INC COM 219350105 318896 8208 SH SOLE 0 0 0 8208 COSTCO WHSL CORP NEW COM 22160K105 753866 887 SH SOLE 0 0 0 887 CROWDSTRIKE HLDGS INC CL A 22788C105 334908 874 SH SOLE 0 0 0 874 CVS HEALTH CORP COM 126650100 223540 3785 SH SOLE 0 0 0 3785 DANAHER CORPORATION COM 235851102 206558 827 SH SOLE 0 0 0 827 ELI LILLY & CO COM 532457108 774346 855 SH SOLE 0 0 0 855 EXXON MOBIL CORP COM 30231G102 223928 1945 SH SOLE 0 0 0 1945 FERRARI N V COM N3167Y103 439871 1077 SH SOLE 0 0 0 1077 FLEXSHOPPER INC COM NEW 33939J303 286692 223978 SH SOLE 0 0 0 223978 GARMIN LTD SHS H2906T109 257624 1581 SH SOLE 0 0 0 1581 GEN DIGITAL INC COM 668771108 279487 11188 SH SOLE 0 0 0 11188 HOME DEPOT INC COM 437076102 670298 1947 SH SOLE 0 0 0 1947 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5058690 30793 SH SOLE 0 0 0 30793 INVESCO QQQ TR UNIT SER 1 46090E103 942518 1967 SH SOLE 0 0 0 1967 ISHARES INC MSCI EQUAL WEITE 464286681 1428937 16192 SH SOLE 0 0 0 16192 ISHARES TR CORE S&P TTL STK 464287150 22468304 189159 SH SOLE 0 0 0 189159 ISHARES TR CORE S&P MCP ETF 464287507 4178505 71403 SH SOLE 0 0 0 71403 ISHARES TR CORE S&P SCP ETF 464287804 10487889 98330 SH SOLE 0 0 0 98330 ISHARES TR CORE S&P500 ETF 464287200 1579887 2887 SH SOLE 0 0 0 2887 ISHARES TR RUS 1000 VAL ETF 464287598 538461 3086 SH SOLE 0 0 0 3086 ISHARES TR RUS 1000 GRW ETF 464287614 1360611 3733 SH SOLE 0 0 0 3733 ISHARES TR RUSSELL 2000 ETF 464287655 5333945 26290 SH SOLE 0 0 0 26290 ISHARES TR CORE S&P US VLU 464287663 243250 2760 SH SOLE 0 0 0 2760 ISHARES TR CORE S&P US GWT 464287671 1334904 10471 SH SOLE 0 0 0 10471 ISHARES TR RUS TP200 GR ETF 464289438 10859115 50621 SH SOLE 0 0 0 50621 ISHARES TR CORE MSCI TOTAL 46432F834 462932 6852 SH SOLE 0 0 0 6852 ISHARES TR EXPONENTIAL TECH 46434V381 207678 3530 SH SOLE 0 0 0 3530 ISHARES TR RUSEL 2500 ETF 46435G268 3805026 60783 SH SOLE 0 567 0 60217 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 358240 7098 SH SOLE 0 0 0 7098 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 952415 16803 SH SOLE 0 0 0 16803 JOHNSON & JOHNSON COM 478160104 211009 1444 SH SOLE 0 0 0 1444 JPMORGAN CHASE & CO. COM 46625H100 602974 2981 SH SOLE 0 0 0 2981 LEGG MASON ETF INVT FRANKLIN INTL LW 52468L505 1588457 53592 SH SOLE 0 0 0 53592 LOWES COS INC COM 548661107 237930 1079 SH SOLE 0 0 0 1079 MARRIOTT INTL INC NEW CL A 571903202 1513815 6261 SH SOLE 0 0 0 6261 MCDONALDS CORP COM 580135101 250414 983 SH SOLE 0 0 0 983 MERCK & CO INC COM 58933Y105 757802 6121 SH SOLE 0 0 0 6121 META PLATFORMS INC CL A 30303M102 1657136 3287 SH SOLE 0 0 0 3287 MICROSOFT CORP COM 594918104 4795896 10730 SH SOLE 0 106 0 10624 NOVO-NORDISK A S ADR 670100205 241123 1689 SH SOLE 0 0 0 1689 NVIDIA CORPORATION COM 67066G104 8223042 66562 SH SOLE 0 0 0 66562 PACER FDS TR US CASH COWS 100 69374H881 12375855 227122 SH SOLE 0 623 0 226499 PACKAGING CORP AMER COM 695156109 305234 1672 SH SOLE 0 0 0 1672 PFIZER INC COM 717081103 430983 15403 SH SOLE 0 0 0 15403 PHILIP MORRIS INTL INC COM 718172109 273641 2700 SH SOLE 0 0 0 2700 PIMCO ETF TR INTER MUN BD ACT 72201R866 1507118 28950 SH SOLE 0 0 0 28950 PROCTER AND GAMBLE CO COM 742718109 272044 1650 SH SOLE 0 0 0 1650 QUALCOMM INC COM 747525103 418415 2101 SH SOLE 0 0 0 2101 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7382380 94938 SH SOLE 0 0 0 94938 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 28130652 732188 SH SOLE 0 1223 0 730965 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1329017 5875 SH SOLE 0 0 0 5875 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 11321256 77676 SH SOLE 0 166 0 77510 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 212256 3115 SH SOLE 0 0 0 3115 SPDR GOLD TR GOLD SHS 78463V107 294349 1369 SH SOLE 0 0 0 1369 SPDR S&P 500 ETF TR TR UNIT 78462F103 34846876 64031 SH SOLE 0 184 0 63847 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 4208983 7866 SH SOLE 0 0 0 7866 TEXAS INSTRS INC COM 882508104 272106 1399 SH SOLE 0 0 0 1399 UNION PAC CORP COM 907818108 362299 1601 SH SOLE 0 0 0 1601 UNITEDHEALTH GROUP INC COM 91324P102 371742 730 SH SOLE 0 0 0 730 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 427414 1639 SH SOLE 0 0 0 1639 VANGUARD INDEX FDS TOTAL STK MKT 922908769 31962690 119482 SH SOLE 0 0 0 119482 VANGUARD INDEX FDS VALUE ETF 922908744 284350 1773 SH SOLE 0 0 0 1773 VANGUARD INDEX FDS MID CAP ETF 922908629 6431805 26567 SH SOLE 0 0 0 26567 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 753620 1507 SH SOLE 0 0 0 1507 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 3528008 60164 SH SOLE 0 0 0 60164 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 762665 15432 SH SOLE 0 0 0 15432 VANGUARD WORLD FD INF TECH ETF 92204A702 239620 416 SH SOLE 0 0 0 416 VERIZON COMMUNICATIONS INC COM 92343V104 271958 6595 SH SOLE 0 0 0 6595 VISA INC COM CL A 92826C839 886800 3379 SH SOLE 0 0 0 3379 WALMART INC COM 931142103 676483 9991 SH SOLE 0 0 0 9991 WASTE MGMT INC DEL COM 94106L109 550768 2582 SH SOLE 0 0 0 2582 WELLS FARGO CO NEW COM 949746101 453671 7639 SH SOLE 0 0 0 7639 WILLIAMS SONOMA INC COM 969904101 354726 1256 SH SOLE 0 0 0 1256