Benchmark Investment Advisors

Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:

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Positions held by Benchmark Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Benchmark Investment Advisors

Benchmark Investment Advisors holds 94 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.0 $6.6M 51k 129.93
NVIDIA Corporation (NVDA) 5.3 $5.1M 35k 146.14
Microsoft Corporation (MSFT) 4.2 $4.0M 17k 239.81
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $2.5M 17k 145.07
UnitedHealth (UNH) 2.6 $2.4M +2% 4.6k 530.18
Anthem (ELV) 2.4 $2.3M 4.5k 512.98
Alphabet Cap Stk Cl A (GOOGL) 2.4 $2.3M 26k 88.23
Fiserv (FISV) 2.3 $2.1M 21k 101.07
Dollar General (DG) 2.2 $2.1M -3% 8.5k 246.24
Adobe Systems Incorporated (ADBE) 2.2 $2.1M 6.1k 336.53
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.2 $2.1M 28k 74.49
Mastercard Incorporated Cl A (MA) 2.2 $2.0M -12% 5.9k 347.74
Thermo Fisher Scientific (TMO) 2.1 $2.0M -5% 3.7k 550.75
Visa Com Cl A (V) 2.0 $1.9M -17% 9.2k 207.77

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Home Depot (HD) 1.9 $1.8M -2% 5.8k 315.83
Cdw (CDW) 1.9 $1.8M -3% 10k 178.59
Amazon (AMZN) 1.9 $1.8M -2% 21k 84.00
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $1.8M 21k 82.48
Roper Industries (ROP) 1.8 $1.7M -31% 4.0k 432.10
Devon Energy Corporation (DVN) 1.7 $1.6M +2% 26k 61.51
Pfizer (PFE) 1.6 $1.6M -30% 30k 51.24
Chevron Corporation (CVX) 1.4 $1.3M +3% 7.4k 179.48
Broadcom (AVGO) 1.4 $1.3M +114% 2.4k 559.16
Tesla Motors (TSLA) 1.4 $1.3M -5% 11k 123.18
Kla Corp Com New (KLAC) 1.3 $1.3M 3.4k 377.05
Johnson & Johnson (blank) (JNJ) 1.3 $1.3M -6% 7.2k 176.64
United Rentals (URI) 1.3 $1.2M +43% 3.5k 355.42
Ishares Gold Tr Ishares New (IAU) 1.2 $1.2M -13% 34k 34.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $1.1M -3% 3.1k 351.37
Booking Holdings (BKNG) 1.1 $1.1M 531.00 2015.28
JPMorgan Chase & Co. (JPM) 1.1 $1.0M -3% 7.8k 134.11
AutoZone (AZO) 1.1 $996k +7% 404.00 2466.18
Quest Diagnostics Incorporated (DGX) 1.0 $966k +2% 6.2k 156.44
Applied Materials (AMAT) 1.0 $942k -3% 9.7k 97.38
Select Sector Spdr Tr Energy (XLE) 0.9 $884k 10k 87.47
Target Corporation (TGT) 0.9 $871k -27% 5.8k 149.03
Lam Research Corporation (LRCX) 0.9 $867k -3% 2.1k 420.25
Accenture Plc Ireland Shs Class A (ACN) 0.9 $854k -2% 3.2k 266.82
Palo Alto Networks (PANW) 0.9 $852k -2% 6.1k 139.54
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $829k +5% 27k 30.53
McKesson Corporation (MCK) 0.9 $818k +235% 2.2k 375.12
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.9 $815k +6% 6.0k 135.84
Paypal Holdings (PYPL) 0.8 $795k 11k 71.22
Electronic Arts (EA) 0.8 $736k -3% 6.0k 122.18
Generac Holdings (GNRC) 0.8 $733k NEW 7.3k 100.66
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.8 $720k 5.1k 141.25
Centene Corporation (CNC) 0.7 $709k NEW 8.6k 82.01
CVS Caremark Corporation (CVS) 0.7 $699k NEW 7.5k 93.19
Abbvie (ABBV) 0.7 $676k +10% 4.2k 161.61
Verizon Communications (VZ) 0.7 $668k -10% 17k 39.40
Intel Corporation (INTC) 0.7 $635k 24k 26.43
EOG Resources (EOG) 0.6 $607k +34% 4.7k 129.53
salesforce (CRM) 0.6 $528k -18% 4.0k 132.59
Intercontinental Exchange (ICE) 0.6 $524k -12% 5.1k 102.60
Analog Devices (ADI) 0.5 $492k NEW 3.0k 164.03
Sarepta Therapeutics (SRPT) 0.5 $488k -3% 3.8k 129.58
Microchip Technology (MCHP) 0.5 $474k NEW 6.8k 70.25
Merck & Co (MRK) 0.5 $473k -20% 4.3k 110.94
Clorox Company (CLX) 0.5 $463k 3.3k 140.33
Meta Platforms Cl A (META) 0.5 $452k -52% 3.8k 120.34
Qualcomm (QCOM) 0.5 $440k -3% 4.0k 109.94
International Business Machines (IBM) 0.5 $439k 3.1k 140.87
Realty Income (O) 0.5 $438k 6.9k 63.43
Ishares Inc Emerging Markets Divid Etf Em Mkts Div Etf (DVYE) 0.5 $434k 18k 24.12
Autodesk (ADSK) 0.4 $421k -2% 2.3k 186.87
General Electric Com New (GE) 0.4 $409k NEW 4.9k 83.79
Netflix (NFLX) 0.4 $395k -75% 1.3k 294.88
Valero Energy Corporation (VLO) 0.4 $371k +55% 2.9k 126.88
Royal Gold (RGLD) 0.4 $361k 3.2k 112.72
Alphabet Cap Stk Cl C (GOOG) 0.4 $355k 4.0k 88.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $333k 1.1k 308.90
Welltower Inc Com reit (WELL) 0.4 $332k 5.1k 65.55
Novartis Sponsored Adr (NVS) 0.3 $330k -11% 3.6k 90.72
Corning Incorporated (GLW) 0.3 $320k 10k 31.94
Ishares Tr Tips Bd Etf (TIP) 0.3 $320k -20% 3.0k 106.43
LTC Properties (LTC) 0.3 $319k 9.0k 35.53
Fortinet (FTNT) 0.3 $315k NEW 6.4k 48.89
Micron Technology (MU) 0.3 $313k +22% 6.3k 49.98
Cisco Systems (CSCO) 0.3 $313k -4% 6.6k 47.64
Lyondellbasell Industries N Shs - A - (LYB) 0.3 $296k -25% 3.6k 83.02
Airbnb Com Cl A (ABNB) 0.3 $292k -11% 3.4k 85.50
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $288k +5% 1.9k 151.82
Broadridge Financial Solutions (BR) 0.3 $268k 2.0k 134.13
Ishares Tr Core S&p500 Etf (IVV) 0.3 $267k NEW 694.00 384.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $265k -14% 3.5k 75.20
National Health Investors (NHI) 0.3 $261k 5.0k 52.22
Vanguard World Fds Health Car Etf (VHT) 0.2 $230k 926.00 248.08
Medtronic SHS (MDT) 0.2 $228k -24% 2.9k 77.72
T. Rowe Price (TROW) 0.2 $227k 2.1k 109.08
Nextera Energy (NEE) 0.2 $220k 2.6k 83.58
Ishares Silver Tr Ishares Ishares (SLV) 0.2 $211k -65% 9.6k 22.02
General Dynamics Corporation (GD) 0.2 $211k NEW 850.00 248.11
Goldman Sachs (GS) 0.2 $201k -79% 584.00 343.62
Kayne Anderson MLP Investment (KYN) 0.1 $86k 10k 8.56

Past Filings by Benchmark Investment Advisors

SEC 13F filings are viewable for Benchmark Investment Advisors going back to 2021