Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, AVGO, GOOGL, and represent 34.69% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AVGO, ROP, SMCI, MU, MRK, DVYE, GOOG, ASML, UBER, CRWD.
- Started 4 new stock positions in IWM, SOUN, SMCI, MU.
- Reduced shares in these 10 stocks: NVDA, URI, MA, SBUX, MCHP, BIL, TMO, AOS, TTWO, SPGI.
- Sold out of its positions in AOTVF, CCFLU, DG, BIL, AOS, SBUX, TSLA.
- Benchmark Investment Advisors was a net buyer of stock by $3.7M.
- Benchmark Investment Advisors has $140M in assets under management (AUM), dropping by 1.62%.
- 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 September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 21.0 | $29M | -5% | 243k | 121.44 |
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| Microsoft Corporation (MSFT) | 4.1 | $5.7M | 13k | 430.30 |
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| Apple (AAPL) | 3.5 | $4.9M | 21k | 233.00 |
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| Broadcom (AVGO) | 3.2 | $4.5M | +936% | 26k | 172.50 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.1M | 25k | 165.85 |
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| Meta Platforms Cl A (META) | 2.6 | $3.6M | +7% | 6.4k | 572.45 |
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| Uber Technologies (UBER) | 2.5 | $3.5M | +16% | 46k | 75.16 |
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| United Rentals (URI) | 2.4 | $3.3M | -27% | 4.1k | 809.82 |
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| Amazon (AMZN) | 2.3 | $3.2M | 17k | 186.33 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $3.2M | 18k | 173.67 |
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| Kla Corp Com New (KLAC) | 2.1 | $3.0M | 3.8k | 774.38 |
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| Palo Alto Networks (PANW) | 2.0 | $2.9M | 8.4k | 341.80 |
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| Lam Research Corporation (LRCX) | 1.9 | $2.7M | 3.3k | 815.97 |
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| Roper Industries (ROP) | 1.9 | $2.7M | +61% | 4.8k | 556.46 |
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| Mastercard Incorporated Cl A (MA) | 1.9 | $2.6M | -20% | 5.3k | 493.77 |
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| Applied Materials (AMAT) | 1.7 | $2.4M | 12k | 202.05 |
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| Visa Com Cl A (V) | 1.7 | $2.3M | 8.5k | 274.94 |
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| Applovin Corp Com Cl A (APP) | 1.5 | $2.2M | +26% | 17k | 130.55 |
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| Arista Networks (ANET) | 1.5 | $2.1M | +4% | 5.5k | 383.82 |
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| Fiserv (FI) | 1.5 | $2.1M | 12k | 179.65 |
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| Copart (CPRT) | 1.5 | $2.1M | 39k | 52.40 |
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| Parker-Hannifin Corporation (PH) | 1.4 | $2.0M | +4% | 3.2k | 631.75 |
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| UnitedHealth (UNH) | 1.4 | $2.0M | +2% | 3.3k | 584.67 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.4 | $1.9M | +42% | 2.3k | 833.17 |
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| Synopsys (SNPS) | 1.2 | $1.7M | +3% | 3.3k | 506.39 |
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| W.W. Grainger (GWW) | 1.1 | $1.5M | 1.5k | 1038.68 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $1.5M | +3% | 7.2k | 210.86 |
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| Analog Devices (ADI) | 1.0 | $1.4M | -4% | 6.2k | 230.18 |
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| Booking Holdings (BKNG) | 1.0 | $1.4M | 333.00 | 4208.83 |
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| Cdw (CDW) | 1.0 | $1.4M | -3% | 6.0k | 226.29 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.3M | +56% | 4.8k | 280.47 |
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| Merck & Co (MRK) | 1.0 | $1.3M | +94% | 12k | 113.56 |
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| Anthem (ELV) | 0.9 | $1.3M | +3% | 2.5k | 520.03 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 2.4k | 527.58 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.3M | +87% | 7.5k | 167.19 |
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| AutoZone (AZO) | 0.9 | $1.2M | 393.00 | 3150.06 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $1.2M | +31% | 12k | 97.42 |
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| iShares Emerging Markets Dividend ETF Em Mkts Div Etf (DVYE) | 0.8 | $1.1M | +120% | 39k | 28.70 |
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| Home Depot (HD) | 0.8 | $1.1M | 2.7k | 405.18 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $984k | 5.0k | 197.19 |
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| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $899k | +5% | 16k | 56.60 |
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| Ge Aerospace Com New (GE) | 0.6 | $897k | 4.8k | 188.58 |
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| Super Micro Computer (SMCI) | 0.6 | $856k | NEW | 2.1k | 416.40 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $804k | -3% | 4.5k | 179.15 |
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| McKesson Corporation (MCK) | 0.5 | $771k | -7% | 1.6k | 494.54 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $719k | -10% | 1.4k | 517.78 |
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| Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $710k | 88k | 8.07 |
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| Hims &hers Health Com Cl A (HIMS) | 0.5 | $707k | -2% | 38k | 18.42 |
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| Johnson & Johnson (JNJ) | 0.5 | $706k | -6% | 4.4k | 162.08 |
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| Micron Technology (MU) | 0.5 | $701k | NEW | 6.8k | 103.72 |
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| Brown & Brown (BRO) | 0.5 | $666k | +90% | 6.4k | 103.60 |
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| Hershey Company (HSY) | 0.5 | $652k | 3.4k | 191.78 |
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| Welltower Inc Com reit (WELL) | 0.5 | $648k | 5.1k | 128.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $587k | 1.3k | 460.26 |
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| Cadence Design Systems (CDNS) | 0.4 | $585k | +4% | 2.2k | 271.03 |
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| Microchip Technology (MCHP) | 0.4 | $535k | -53% | 6.7k | 80.29 |
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| Nike CL B (NKE) | 0.4 | $514k | 5.8k | 88.41 |
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| Netflix (NFLX) | 0.3 | $474k | -6% | 668.00 | 709.27 |
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| Realty Income (O) | 0.3 | $464k | 7.3k | 63.42 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $448k | 14k | 33.23 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $442k | NEW | 2.0k | 220.91 |
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| National Health Investors (NHI) | 0.3 | $420k | 5.0k | 84.06 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $406k | -57% | 656.00 | 618.23 |
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| Ishares Gold Tr Ishares New (IAU) | 0.3 | $379k | -7% | 7.6k | 49.70 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $355k | +2% | 1.8k | 198.04 |
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| LTC Properties (LTC) | 0.2 | $329k | 9.0k | 36.69 |
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| salesforce (CRM) | 0.2 | $309k | 1.1k | 273.65 |
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| SoundHound AI Class A Com (SOUN) | 0.2 | $309k | NEW | 66k | 4.66 |
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| S&p Global (SPGI) | 0.2 | $308k | -53% | 596.00 | 516.84 |
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| Ge Vernova (GEV) | 0.2 | $303k | 1.2k | 254.98 |
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| Cisco Systems (CSCO) | 0.2 | $290k | -3% | 5.5k | 53.22 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $284k | 1.8k | 154.01 |
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| Sarepta Therapeutics (SRPT) | 0.2 | $284k | 2.3k | 124.89 |
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| Electronic Arts (EA) | 0.2 | $267k | -26% | 1.9k | 143.40 |
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| Axcelis Technologies Com New (ACLS) | 0.2 | $265k | 2.5k | 104.85 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $265k | +2% | 842.00 | 314.39 |
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| Fortinet (FTNT) | 0.2 | $257k | -45% | 3.3k | 77.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $255k | -12% | 522.00 | 487.70 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $254k | 441.00 | 576.35 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $248k | 505.00 | 491.53 |
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| Chevron Corporation (CVX) | 0.2 | $245k | -29% | 1.7k | 147.30 |
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| Relx Sponsored Adr (RELX) | 0.2 | $237k | 5.0k | 47.46 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $230k | -63% | 1.5k | 153.71 |
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| Stryker Corporation (SYK) | 0.2 | $222k | 613.00 | 361.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $221k | 249.00 | 886.04 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $218k | -7% | 2.5k | 87.79 |
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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 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