Benchmark Financial Wealth Advisors, LLC Buys ISHARES TRUST, Bristol-Myers Squibb Company, Zoom Video Communications Inc, Sells Novavax Inc, Blackstone Group Inc, Dynavax Technologies Corp

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Investment company Benchmark Financial Wealth Advisors, LLC (Current Portfolio) buys ISHARES TRUST, Bristol-Myers Squibb Company, Zoom Video Communications Inc, SELECT SECTOR SPDR, Johnson & Johnson, sells Novavax Inc, Blackstone Group Inc, Dynavax Technologies Corp, Coca-Cola Co, Centennial Resource Development Inc during the 3-months ended 2020Q3, according to the most recent filings of the investment company, Benchmark Financial Wealth Advisors, LLC. As of 2020Q3, Benchmark Financial Wealth Advisors, LLC owns 60 stocks with a total value of $154 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 INDEX FDS (VTI) - 151,720 shares, 16.75% of the total portfolio. Shares reduced by 0.23%
  2. ISHARES TRUST (ITOT) - 187,045 shares, 9.15% of the total portfolio. Shares added by 11.26%
  3. ISHARES TRUST (AGG) - 111,196 shares, 8.51% of the total portfolio. Shares added by 18.39%
  4. VANGUARD INTL EQUI (VEU) - 195,577 shares, 6.40% of the total portfolio. Shares reduced by 2.29%
  5. iShares Core MSCI Total International Stock ETF (IXUS) - 158,756 shares, 6.00% of the total portfolio. Shares added by 9.16%
New Purchase: Bristol-Myers Squibb Company (BMY)

Benchmark Financial Wealth Advisors, LLC initiated holding in Bristol-Myers Squibb Company. The purchase prices were between $57.43 and $63.64, with an estimated average price of $60.17. The stock is now traded at around $60.56. The impact to a portfolio due to this purchase was 0.57%. The holding were 14,679 shares as of .

New Purchase: Zoom Video Communications Inc (ZM)

Benchmark Financial Wealth Advisors, LLC initiated holding in Zoom Video Communications Inc. The purchase prices were between $231.04 and $500.53, with an estimated average price of $319.67. The stock is now traded at around $537.90. The impact to a portfolio due to this purchase was 0.23%. The holding were 759 shares as of .

New Purchase: iShares International Aggregate Bond Fund (IAGG)

Benchmark Financial Wealth Advisors, LLC initiated holding in iShares International Aggregate Bond Fund. The purchase prices were between $55.37 and $55.99, with an estimated average price of $55.66. The stock is now traded at around $55.94. The impact to a portfolio due to this purchase was 0.16%. The holding were 4,434 shares as of .

New Purchase: Johnson & Johnson (JNJ)

Benchmark Financial Wealth Advisors, LLC initiated holding in Johnson & Johnson. The purchase prices were between $140.38 and $153.83, with an estimated average price of $147.87. The stock is now traded at around $147.60. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,654 shares as of .

New Purchase: PayPal Holdings Inc (PYPL)

Benchmark Financial Wealth Advisors, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $169.81 and $210.82, with an estimated average price of $188.22. The stock is now traded at around $201.95. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,217 shares as of .

New Purchase: Corning Inc (GLW)

Benchmark Financial Wealth Advisors, LLC initiated holding in Corning Inc. The purchase prices were between $25.66 and $33.7, with an estimated average price of $30.85. The stock is now traded at around $34.53. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,852 shares as of .

Added: ISHARES TRUST (IUSG)

Benchmark Financial Wealth Advisors, LLC added to a holding in ISHARES TRUST by 27.53%. The purchase prices were between $72.41 and $86.02, with an estimated average price of $78.14. The stock is now traded at around $82.77. The impact to a portfolio due to this purchase was 0.76%. The holding were 67,882 shares as of .

Added: SELECT SECTOR SPDR (XLK)

Benchmark Financial Wealth Advisors, LLC added to a holding in SELECT SECTOR SPDR by 22.83%. The purchase prices were between $104.66 and $127.03, with an estimated average price of $112.96. The stock is now traded at around $120.57. The impact to a portfolio due to this purchase was 0.21%. The holding were 14,686 shares as of .

Added: PROSHARES TRUST (SPXU)

Benchmark Financial Wealth Advisors, LLC added to a holding in PROSHARES TRUST by 25.45%. The purchase prices were between $7.44 and $11.56, with an estimated average price of $9.41. The stock is now traded at around $7.83. The impact to a portfolio due to this purchase was 0.11%. The holding were 98,572 shares as of .

Added: PowerShares QQQ Trust Ser 1 (QQQ)

Benchmark Financial Wealth Advisors, LLC added to a holding in PowerShares QQQ Trust Ser 1 by 28.23%. The purchase prices were between $250.49 and $302.76, with an estimated average price of $271.11. The stock is now traded at around $288.15. The impact to a portfolio due to this purchase was 0.11%. The holding were 2,798 shares as of .

Added: OPKO Health Inc (OPK)

Benchmark Financial Wealth Advisors, LLC added to a holding in OPKO Health Inc by 127.82%. The purchase prices were between $2.99 and $5.96, with an estimated average price of $4.19. The stock is now traded at around $4.17. The impact to a portfolio due to this purchase was 0.06%. The holding were 45,564 shares as of .

Added: AT&T Inc (T)

Benchmark Financial Wealth Advisors, LLC added to a holding in AT&T Inc by 49.02%. The purchase prices were between $27.87 and $30.49, with an estimated average price of $29.59. The stock is now traded at around $27.30. The impact to a portfolio due to this purchase was 0.06%. The holding were 9,889 shares as of .

Sold Out: Novavax Inc (NVV1)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Novavax Inc. The sale prices were between $69.41 and $151.3, with an estimated average price of $102.75.

Sold Out: Blackstone Group Inc (BX)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Blackstone Group Inc. The sale prices were between $49.95 and $58, with an estimated average price of $53.54.

Sold Out: Dynavax Technologies Corp (DVAX)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Dynavax Technologies Corp. The sale prices were between $4.32 and $11.7, with an estimated average price of $7.12.

Sold Out: Centennial Resource Development Inc (CDEV)

Benchmark Financial Wealth Advisors, LLC sold out a holding in Centennial Resource Development Inc. The sale prices were between $0.52 and $0.92, with an estimated average price of $0.77.



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