Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AMZN, and represent 34.39% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: KRE, ASML, JPC, VNQ, AOS, NKE, ANET, BIL, CPRT, APP.
- Started 12 new stock positions in APP, JPC, BIL, ASML, RELX, LEAD, AMD, NKE, KRE, ISRG. SYK, AOS.
- Reduced shares in these 10 stocks: FI, IVE, TSM, ELV, FTNT, , LMT, NVDA, XLV, DVN.
- Sold out of its positions in ABBV, LMT, NVS, SPY, TGT, VZ.
- Benchmark Investment Advisors was a net seller of stock by $-1.3M.
- Benchmark Investment Advisors has $127M in assets under management (AUM), dropping by 17.44%.
- Central Index Key (CIK): 0001910971
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Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 18.9 | $24M | 27k | 903.55 |
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| Apple (AAPL) | 5.2 | $6.5M | -2% | 38k | 171.48 |
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| Microsoft Corporation (MSFT) | 4.6 | $5.8M | 14k | 420.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $3.8M | 25k | 150.93 |
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| Amazon (AMZN) | 2.7 | $3.4M | 19k | 180.38 |
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| Broadcom (AVGO) | 2.7 | $3.4M | -7% | 2.6k | 1325.59 |
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| United Rentals (URI) | 2.3 | $2.9M | +4% | 4.0k | 721.05 |
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| Lam Research Corporation (LRCX) | 2.3 | $2.9M | +5% | 2.9k | 971.53 |
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| Meta Platforms Cl A (META) | 2.2 | $2.8M | +4% | 5.8k | 485.60 |
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| Kla Corp Com New (KLAC) | 2.1 | $2.7M | +2% | 3.9k | 698.59 |
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| Mastercard Incorporated Cl A (MA) | 2.1 | $2.7M | 5.5k | 481.60 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $2.5M | -24% | 18k | 136.05 |
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| Uber Technologies (UBER) | 1.9 | $2.4M | +12% | 32k | 76.99 |
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| Applied Materials (AMAT) | 1.9 | $2.4M | +2% | 12k | 206.23 |
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| Palo Alto Networks (PANW) | 1.8 | $2.3M | -4% | 8.2k | 284.13 |
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| Visa Com Cl A (V) | 1.7 | $2.2M | 7.9k | 279.07 |
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| Fiserv (FI) | 1.5 | $1.9M | -36% | 12k | 159.82 |
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| Synopsys (SNPS) | 1.4 | $1.8M | +4% | 3.1k | 571.50 |
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| Adobe Systems Incorporated (ADBE) | 1.4 | $1.8M | -12% | 3.5k | 504.60 |
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| Cdw (CDW) | 1.3 | $1.7M | 6.5k | 255.76 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 1.3 | $1.6M | NEW | 32k | 50.28 |
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| Roper Industries (ROP) | 1.3 | $1.6M | +3% | 2.8k | 560.75 |
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| Parker-Hannifin Corporation (PH) | 1.2 | $1.5M | +11% | 2.8k | 555.70 |
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| Copart (CPRT) | 1.2 | $1.5M | +50% | 26k | 57.92 |
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| UnitedHealth (UNH) | 1.2 | $1.5M | -9% | 3.0k | 494.77 |
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| W.W. Grainger (GWW) | 1.1 | $1.4M | +26% | 1.4k | 1017.54 |
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| Anthem (ELV) | 1.1 | $1.3M | -36% | 2.6k | 518.52 |
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| Arista Networks (ANET) | 1.0 | $1.3M | +64% | 4.6k | 289.98 |
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| Analog Devices (ADI) | 1.0 | $1.3M | -17% | 6.4k | 197.80 |
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| Microchip Technology (MCHP) | 1.0 | $1.2M | -20% | 14k | 89.71 |
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| AutoZone (AZO) | 1.0 | $1.2M | 392.00 | 3151.67 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | +19% | 5.9k | 200.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.2M | -5% | 2.4k | 480.73 |
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| Booking Holdings (BKNG) | 0.9 | $1.1M | -5% | 312.00 | 3630.89 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $1.1M | NEW | 1.2k | 970.47 |
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| Home Depot (HD) | 0.8 | $1.0M | -3% | 2.6k | 383.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $970k | -49% | 5.2k | 186.82 |
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| Fortinet (FTNT) | 0.7 | $937k | -44% | 14k | 68.31 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $910k | -19% | 1.6k | 581.31 |
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| McKesson Corporation (MCK) | 0.7 | $881k | +2% | 1.6k | 536.79 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $880k | +250% | 10k | 86.48 |
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| General Electric Com New (GE) | 0.7 | $857k | 4.9k | 175.53 |
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| Devon Energy Corporation (DVN) | 0.6 | $805k | -29% | 16k | 50.18 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $782k | -6% | 4.6k | 169.36 |
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| Johnson & Johnson (JNJ) | 0.6 | $714k | +11% | 4.5k | 158.18 |
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| Tesla Motors (TSLA) | 0.6 | $706k | -27% | 4.0k | 175.78 |
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| Hershey Company (HSY) | 0.5 | $681k | 3.5k | 194.50 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $633k | NEW | 88k | 7.19 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $609k | 4.0k | 152.26 |
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| Take-Two Interactive Software (TTWO) | 0.5 | $604k | +17% | 4.1k | 148.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $588k | -11% | 1.4k | 420.52 |
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| Merck & Co (MRK) | 0.5 | $577k | +23% | 4.4k | 131.96 |
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| Cadence Design Systems (CDNS) | 0.5 | $573k | +11% | 1.8k | 311.28 |
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| A. O. Smith Corporation (AOS) | 0.4 | $561k | NEW | 6.3k | 89.45 |
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| S&p Global (SPGI) | 0.4 | $552k | +91% | 1.3k | 425.58 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $547k | -20% | 1.6k | 346.56 |
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| Nike CL B (NKE) | 0.4 | $546k | NEW | 5.8k | 93.99 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $513k | NEW | 5.6k | 91.80 |
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| Chevron Corporation (CVX) | 0.4 | $491k | -39% | 3.1k | 157.76 |
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| Axcelis Technologies Com New (ACLS) | 0.4 | $475k | +2% | 4.3k | 111.52 |
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| Welltower Inc Com reit (WELL) | 0.4 | $473k | 5.1k | 93.44 |
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| iShares Emerging Markets Dividend ETF Em Mkts Div Etf (DVYE) | 0.4 | $470k | 18k | 26.16 |
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| Netflix (NFLX) | 0.4 | $445k | +20% | 732.00 | 607.33 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $439k | -11% | 14k | 32.23 |
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| Dollar General (DG) | 0.3 | $417k | -35% | 2.7k | 156.05 |
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| Broadridge Financial Solutions (BR) | 0.3 | $410k | 2.0k | 204.86 |
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| Realty Income (O) | 0.3 | $402k | 7.4k | 54.10 |
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| Cisco Systems (CSCO) | 0.3 | $364k | -15% | 7.3k | 49.91 |
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| Electronic Arts (EA) | 0.3 | $361k | -3% | 2.7k | 132.69 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $358k | -2% | 8.5k | 42.01 |
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| salesforce (CRM) | 0.3 | $339k | -13% | 1.1k | 301.18 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $320k | 1.8k | 182.59 |
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| National Health Investors (NHI) | 0.2 | $314k | 5.0k | 62.83 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $311k | -55% | 2.1k | 147.75 |
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| Hci (HCI) | 0.2 | $309k | 2.7k | 116.08 |
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| Sarepta Therapeutics (SRPT) | 0.2 | $308k | -10% | 2.4k | 129.46 |
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| Applovin Corp Com Cl A (APP) | 0.2 | $300k | NEW | 4.3k | 69.22 |
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| LTC Properties (LTC) | 0.2 | $292k | 9.0k | 32.51 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $258k | -47% | 2.7k | 94.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $251k | -17% | 565.00 | 443.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $245k | -13% | 466.00 | 525.64 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $237k | 822.00 | 288.03 |
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| Valero Energy Corporation (VLO) | 0.2 | $232k | -44% | 1.4k | 170.69 |
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| Advanced Micro Devices (AMD) | 0.2 | $231k | NEW | 1.3k | 180.49 |
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| EOG Resources (EOG) | 0.2 | $231k | -19% | 1.8k | 127.87 |
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| Stryker Corporation (SYK) | 0.2 | $219k | NEW | 612.00 | 357.92 |
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| Relx Sponsored Adr (RELX) | 0.2 | $217k | NEW | 5.0k | 43.29 |
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| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.2 | $214k | NEW | 3.2k | 66.08 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $206k | NEW | 515.00 | 399.30 |
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| Kayne Anderson MLP Investment (KYN) | 0.1 | $100k | 10k | 10.01 |
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Past Filings by Benchmark Investment Advisors
SEC 13F filings are viewable for Benchmark Investment Advisors going back to 2021
- Benchmark Investment Advisors 2024 Q1 filed May 15, 2024
- Benchmark Investment Advisors 2023 Q4 restated filed May 15, 2024
- Benchmark Investment Advisors 2023 Q3 filed Nov. 14, 2023
- Benchmark Investment Advisors 2023 Q2 filed Aug. 14, 2023
- Benchmark Investment Advisors 2023 Q1 filed May 15, 2023
- Benchmark Investment Advisors 2022 Q4 filed Feb. 21, 2023
- Benchmark Investment Advisors 2022 Q3 filed Nov. 14, 2022
- Benchmark Investment Advisors 2022 Q2 filed Aug. 8, 2022
- Benchmark Investment Advisors 2022 Q1 filed May 16, 2022
- Benchmark Investment Advisors 2021 Q4 filed Feb. 16, 2022