Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AVGO, APP, AAPL, and represent 35.87% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: Arista Networks, EME, KLAC, PANW, LRCX, NOW, URI, BRO, MSFT, INDA.
- Started 14 new stock positions in ORCL, VRT, INDA, CCFLU, Arista Networks, FCX, EME, FIX, SPOT, ACN. NOW, OXY, NTNX, LRCX.
- Reduced shares in these 10 stocks: Lam Research Corporation, ANET, ASML, ADI, , CPRT, HIMS, MU, HSY, MCHP.
- Sold out of its positions in ANET, ACLS, CVX, HSY, HIMS, IVV, Lam Research Corporation, LLY, MCHP, MU. NKE, SOUN, Super Micro Computer, TTWO.
- Benchmark Investment Advisors was a net buyer of stock by $7.1M.
- Benchmark Investment Advisors has $154M in assets under management (AUM), dropping by 9.50%.
- Central Index Key (CIK): 0001910971
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Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 86 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 20.9 | $32M | 239k | 134.29 |
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| Microsoft Corporation (MSFT) | 4.2 | $6.5M | +16% | 16k | 421.51 |
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| Broadcom (AVGO) | 3.8 | $5.9M | -2% | 25k | 231.84 |
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| Applovin Corp Com Cl A (APP) | 3.6 | $5.5M | +2% | 17k | 323.82 |
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| Apple (AAPL) | 3.3 | $5.1M | -3% | 20k | 250.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $4.7M | 25k | 189.30 |
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| Kla Corp Com New (KLAC) | 2.9 | $4.4M | +82% | 7.0k | 630.10 |
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| Meta Platforms Cl A (META) | 2.8 | $4.3M | +15% | 7.3k | 585.53 |
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| United Rentals (URI) | 2.6 | $4.0M | +38% | 5.7k | 704.44 |
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| Amazon (AMZN) | 2.5 | $3.8M | 18k | 219.39 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $3.5M | -2% | 18k | 197.49 |
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| Uber Technologies (UBER) | 2.3 | $3.5M | +25% | 58k | 60.32 |
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| Palo Alto Networks (PANW) | 2.0 | $3.1M | +103% | 17k | 181.96 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $2.8M | 5.4k | 526.55 |
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| Roper Industries (ROP) | 1.8 | $2.8M | +13% | 5.4k | 519.87 |
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| Visa Com Cl A (V) | 1.8 | $2.7M | 8.5k | 316.05 |
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| Arista Networks Com Shs | 1.7 | $2.5M | NEW | 23k | 110.53 |
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| Fiserv (FI) | 1.6 | $2.4M | 12k | 205.42 |
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| Emcor (EME) | 1.5 | $2.3M | NEW | 5.1k | 453.93 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $2.1M | +4% | 3.4k | 636.05 |
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| Applied Materials (AMAT) | 1.2 | $1.9M | -3% | 12k | 162.63 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.8M | +11% | 5.4k | 342.16 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $1.7M | 7.3k | 239.70 |
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| Brown & Brown (BRO) | 1.1 | $1.7M | +157% | 17k | 102.02 |
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| UnitedHealth (UNH) | 1.1 | $1.6M | -3% | 3.2k | 505.87 |
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| Booking Holdings (BKNG) | 1.1 | $1.6M | 328.00 | 4967.47 |
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| Copart (CPRT) | 1.0 | $1.5M | -31% | 27k | 57.39 |
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| W.W. Grainger (GWW) | 1.0 | $1.5M | -4% | 1.4k | 1053.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.5M | +3% | 7.8k | 190.45 |
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| Synopsys (SNPS) | 0.9 | $1.4M | -12% | 2.9k | 485.36 |
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| Merck & Co (MRK) | 0.9 | $1.4M | +16% | 14k | 99.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 2.4k | 538.91 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $1.3M | NEW | 18k | 72.23 |
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| Servicenow (NOW) | 0.8 | $1.3M | NEW | 1.2k | 1060.08 |
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| Netflix (NFLX) | 0.8 | $1.2M | +108% | 1.4k | 891.32 |
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| AutoZone (AZO) | 0.8 | $1.2M | -2% | 384.00 | 3202.02 |
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| Ishares Inc Emerging Markets Divid Etf Em Mkts Div Etf (DVYE) | 0.8 | $1.2M | +14% | 45k | 25.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.1M | +144% | 4.9k | 220.98 |
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| Home Depot (HD) | 0.7 | $1.0M | -2% | 2.6k | 389.00 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $1.0M | -4% | 11k | 89.08 |
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| Cdw (CDW) | 0.7 | $1.0M | -3% | 5.8k | 174.03 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $974k | 16k | 60.35 |
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| Anthem (ELV) | 0.6 | $871k | -3% | 2.4k | 368.85 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $818k | -14% | 4.3k | 190.86 |
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| Ge Aerospace Com New (GE) | 0.5 | $793k | 4.8k | 166.79 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $761k | -3% | 4.3k | 175.22 |
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| Ishares Tr Msci India Etf Msci India Etf (INDA) | 0.5 | $726k | NEW | 14k | 52.64 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $692k | 88k | 7.86 |
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| McKesson Corporation (MCK) | 0.4 | $671k | -24% | 1.2k | 569.87 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $661k | -58% | 953.00 | 693.13 |
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| Occidental Petroleum Corporation (OXY) | 0.4 | $642k | NEW | 13k | 49.41 |
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| Welltower Inc Com reit (WELL) | 0.4 | $638k | 5.1k | 126.03 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $632k | +2% | 1.4k | 444.68 |
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| Freeport-mcmoran Inc Cl B Cl B New (FCX) | 0.4 | $625k | NEW | 16k | 38.08 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $578k | 1.3k | 453.28 |
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| Cadence Design Systems (CDNS) | 0.4 | $571k | -11% | 1.9k | 300.46 |
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| Spotify Technology S A SHS (SPOT) | 0.3 | $518k | NEW | 1.2k | 447.29 |
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| Vertiv Holdings Com Cl A (VRT) | 0.3 | $478k | NEW | 4.2k | 113.60 |
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| Analog Devices (ADI) | 0.3 | $458k | -65% | 2.2k | 212.44 |
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| Comfort Systems USA (FIX) | 0.3 | $453k | NEW | 1.1k | 424.25 |
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| Ge Vernova (GEV) | 0.3 | $391k | 1.2k | 328.93 |
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| Realty Income (O) | 0.3 | $388k | 7.3k | 53.41 |
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| Johnson & Johnson (JNJ) | 0.3 | $387k | -38% | 2.7k | 144.61 |
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| Nutanix Cl A (NTNX) | 0.2 | $380k | NEW | 6.2k | 61.18 |
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| salesforce (CRM) | 0.2 | $375k | 1.1k | 334.35 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $374k | 7.5k | 49.51 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $358k | NEW | 1.0k | 351.87 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $352k | 1.8k | 195.80 |
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| National Health Investors (NHI) | 0.2 | $347k | 5.0k | 69.30 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $341k | -19% | 11k | 31.44 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $319k | -6% | 613.00 | 520.62 |
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| LTC Properties (LTC) | 0.2 | $310k | 9.0k | 34.55 |
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| Fortinet (FTNT) | 0.2 | $308k | 3.3k | 94.48 |
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| Cisco Systems (CSCO) | 0.2 | $307k | -5% | 5.2k | 59.20 |
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| S&p Global (SPGI) | 0.2 | $294k | 591.00 | 498.13 |
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| Sarepta Therapeutics (SRPT) | 0.2 | $277k | 2.3k | 121.59 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $271k | 842.00 | 322.16 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $263k | 503.00 | 522.38 |
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| Oracle Corporation (ORCL) | 0.2 | $241k | NEW | 1.4k | 166.59 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $240k | -5% | 1.7k | 137.57 |
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| Electronic Arts (EA) | 0.2 | $232k | -14% | 1.6k | 146.30 |
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| Relx Sponsored Adr (RELX) | 0.1 | $227k | 5.0k | 45.42 |
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| Stryker Corporation (SYK) | 0.1 | $221k | 614.00 | 359.98 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $213k | 2.5k | 85.67 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | -21% | 411.00 | 511.58 |
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| Ccf Hldgs Llc Unit Cl A Cl A (CCFLU) | 0.0 | $1.1k | NEW | 46k | 0.03 |
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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 Q4 filed Feb. 13, 2025
- Benchmark Investment Advisors 2024 Q3 filed Nov. 13, 2024
- Benchmark Investment Advisors 2024 Q2 filed Aug. 12, 2024
- 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