Benchmark Financial Wealth Advisors, LLC Closed Holding Positions

Benchmark Financial Wealth Advisors, LLC

  • $299 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Proshares Tr
Q2 2022 Filed on Jul 22, 2022
17,343
N/A
NOW
Service Now, Inc.

Technology
Q2 2022 Filed on Jul 22, 2022
375
$412.25 - $574.82 $155K - $216K
Proshares Tr
Q2 2022 Filed on Jul 22, 2022
25,198
N/A
VCIT
Vanguard Intermediate Term Cor

ETFs
Q2 2022 Filed on Jul 22, 2022
76,042
$78.1 - $85.93 $5.94M - $6.53M
Proshares Tr Ii
Q2 2022 Filed on Jul 22, 2022
46,400
N/A
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
41,557
$113.44 - $123.09 $4.71M - $5.12M
SPXU
Proshares Tr Proshares Ultrapr

ETFs
Q2 2022 Filed on Jul 22, 2022
44,949
$64.6 - $112.6 $2.9M - $5.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q2 2022 Filed on Jul 22, 2022
4,942
$99.01 - $106.84 $489K - $528K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
Q2 2022 Filed on Jul 22, 2022
40,056
$9.59 - $11.4 $384K - $457K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q2 2022 Filed on Jul 22, 2022
40,607
$32.02 - $36.26 $1.3M - $1.47M
MUB
Ishares National Muni Bond ETF

ETFs
Q2 2022 Filed on Jul 22, 2022
3,101
$104.73 - $109.51 $325K - $340K
HYG
Ishares Tr

ETFs
Q1 2022 Filed on Apr 22, 2022
2,417
$79.97 - $86.97 $193K - $210K
SDOW
Proshares Tr Ultrapro Short Do

ETFs
Q1 2022 Filed on Apr 22, 2022
17,198
$25.04 - $34.48 $431K - $593K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 22, 2022
1,084
$93.61 - $194.94 $101K - $211K
CRM
Salesforce, Inc.

Technology
Q1 2022 Filed on Apr 22, 2022
902
$190.54 - $255.46 $172K - $230K
UVXY
Pro Shares Trust Ii

ETFs
Q1 2022 Filed on Apr 22, 2022
40,400
$11.51 - $22.4 $465K - $905K
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Jan 26, 2022
672
$225.82 - $368.51 $152K - $248K
ZM
Zoom Video Communications, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
703
$257.41 - $401.12 $181K - $282K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
4,512
$34.9 - $50.9 $157K - $230K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
Q2 2021 Filed on Jul 26, 2021
4,434
$54.55 - $55.19 $242K - $245K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 26, 2021
664
$298.75 - $366.66 $198K - $243K
Proshares Tr
Q1 2021 Filed on Apr 26, 2021
97,695
N/A
SBUX
Starbucks Corp

Consumer Cyclical
Q1 2021 Filed on Apr 26, 2021
2,248
$96.81 - $111.34 $218K - $250K
DOCU
Docusign, Inc.

Technology
Q1 2021 Filed on Apr 26, 2021
1,151
$192.84 - $265.16 $222K - $305K
T
At&T Inc.

Communication Services
Q4 2020 Filed on Jan 20, 2021
9,889
$20.02 - $23.76 $198K - $235K
Blackrock 2022 Gbl Incm Opp
Q4 2020 Filed on Jan 20, 2021
10,000
N/A
JEMD
Nuveen Emerging Markets Debt 2022 Target Term Fund

Financial Services
Q4 2020 Filed on Jan 20, 2021
12,500
$6.93 - $7.79 $86.6K - $97.4K
Proshares Tr
Q3 2020 Filed on Oct 15, 2020
61,619
N/A
CDEV
Centennial Resource Development, Inc.

Energy
Q3 2020 Filed on Oct 15, 2020
14,386
$0.52 - $0.92 $7.48K - $13.2K
DVAX
Dynavax Technologies Corp

Healthcare
Q3 2020 Filed on Oct 15, 2020
10,000
$4.32 - $11.7 $43.2K - $117K
NVAX
Novavax Inc

Healthcare
Q3 2020 Filed on Oct 15, 2020
2,500
$79.44 - $178.51 $199K - $446K
BYND
Beyond Meat, Inc.

Consumer Defensive
Q2 2020 Filed on Jul 21, 2020
4,265
$57.95 - $162.46 $247K - $693K
Flexshopper Inc
Q1 2020 Filed on May 08, 2020
87,500
N/A
Proshares Tr Ii
Q1 2020 Filed on May 08, 2020
26,195
N/A
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q3 2019 Filed on Nov 01, 2019
4,184
$41.81 - $59.2 $175K - $248K
CVX
Chevron Corp

Energy
Q3 2019 Filed on Nov 01, 2019
1,880
$115.18 - $126.54 $217K - $238K
IEMG
Ishares Inc

ETFs
Q3 2019 Filed on Nov 01, 2019
75,368
$46.63 - $52.12 $3.51M - $3.93M
STZ
Constellation Brands, Inc.

Consumer Defensive
Q3 2019 Filed on Nov 01, 2019
1,426
$186.69 - $210.18 $266K - $300K
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Jan 30, 2019
109,353
N/A
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q4 2018 Filed on Jan 30, 2019
12,944
N/A
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