Benchmark Investment Advisors as of Dec. 31, 2023
Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 84 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.4 | $13M | 27k | 495.22 | |
| Apple (AAPL) | 7.0 | $7.5M | 39k | 192.53 | |
| Microsoft Corporation (MSFT) | 4.8 | $5.1M | 14k | 376.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $3.6M | 26k | 139.69 | |
| Broadcom (AVGO) | 2.8 | $3.1M | 2.7k | 1116.39 | |
| Amazon (AMZN) | 2.7 | $2.9M | 19k | 151.94 | |
| Palo Alto Networks (PANW) | 2.4 | $2.6M | 8.7k | 294.88 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $2.5M | 24k | 104.00 | |
| Fiserv (FI) | 2.3 | $2.5M | 19k | 132.84 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $2.4M | 4.0k | 596.60 | |
| Mastercard Incorporated Cl A (MA) | 2.2 | $2.4M | 5.5k | 426.50 | |
| United Rentals (URI) | 2.0 | $2.2M | 3.8k | 573.49 | |
| Kla Corp Com New (KLAC) | 2.0 | $2.2M | 3.8k | 581.35 | |
| Lam Research Corporation (LRCX) | 2.0 | $2.2M | 2.8k | 783.15 | |
| Visa Com Cl A (V) | 1.9 | $2.1M | 8.0k | 260.35 | |
| Meta Platforms Cl A (META) | 1.8 | $2.0M | 5.6k | 353.96 | |
| Anthem (ELV) | 1.8 | $1.9M | 4.1k | 471.58 | |
| Applied Materials (AMAT) | 1.7 | $1.8M | 11k | 162.06 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $1.8M | 10k | 173.90 | |
| UnitedHealth (UNH) | 1.6 | $1.8M | 3.3k | 526.53 | |
| Uber Technologies (UBER) | 1.6 | $1.7M | 28k | 61.57 | |
| Microchip Technology (MCHP) | 1.5 | $1.6M | 18k | 90.18 | |
| Synopsys (SNPS) | 1.4 | $1.6M | 3.0k | 514.91 | |
| Analog Devices (ADI) | 1.4 | $1.5M | 7.7k | 198.55 | |
| Cdw (CDW) | 1.4 | $1.5M | 6.6k | 227.34 | |
| Roper Industries (ROP) | 1.4 | $1.5M | 2.7k | 545.23 | |
| Fortinet (FTNT) | 1.3 | $1.5M | 25k | 58.53 | |
| Tesla Motors (TSLA) | 1.3 | $1.4M | 5.5k | 248.48 | |
| Booking Holdings (BKNG) | 1.1 | $1.2M | 331.00 | 3547.22 | |
| Parker-Hannifin Corporation (PH) | 1.1 | $1.1M | 2.5k | 460.67 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.1M | 2.5k | 436.73 | |
| Devon Energy Corporation (DVN) | 1.0 | $1.0M | 23k | 45.30 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $1.0M | 1.9k | 530.80 | |
| AutoZone (AZO) | 0.9 | $1.0M | 388.00 | 2585.62 | |
| Home Depot (HD) | 0.9 | $945k | 2.7k | 346.52 | |
| W.W. Grainger (GWW) | 0.8 | $917k | 1.1k | 828.86 | |
| Copart (CPRT) | 0.8 | $852k | 17k | 49.00 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $831k | 4.9k | 170.11 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.7 | $782k | 5.0k | 157.81 | |
| Chevron Corporation (CVX) | 0.7 | $766k | 5.1k | 149.16 | |
| McKesson Corporation (MCK) | 0.7 | $742k | 1.6k | 462.95 | |
| Abbvie (ABBV) | 0.7 | $713k | 4.6k | 154.98 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $696k | 2.0k | 350.93 | |
| Arista Networks (ANET) | 0.6 | $658k | 2.8k | 235.51 | |
| Hershey Company (HSY) | 0.6 | $653k | 3.5k | 186.44 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $642k | 4.7k | 136.37 | |
| Johnson & Johnson (JNJ) | 0.6 | $634k | 4.0k | 156.75 | |
| General Electric Com New (GE) | 0.6 | $623k | 4.9k | 127.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $564k | 4.0k | 140.93 | |
| Dollar General (DG) | 0.5 | $562k | 4.1k | 135.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $562k | 1.6k | 356.66 | |
| Take-Two Interactive Software (TTWO) | 0.5 | $556k | 3.5k | 160.95 | |
| Axcelis Technologies Com New (ACLS) | 0.5 | $539k | 4.2k | 129.69 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $482k | 16k | 31.19 | |
| Ishares Inc Emerging Markets Divid Etf Pfd And Incm Sec (DVYE) | 0.4 | $479k | 18k | 26.49 | |
| Lockheed Martin Corporation (LMT) | 0.4 | $467k | 1.0k | 453.15 | |
| Welltower Inc Com reit (WELL) | 0.4 | $456k | 5.1k | 90.17 | |
| Cadence Design Systems (CDNS) | 0.4 | $449k | 1.6k | 272.37 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $437k | 5.2k | 83.85 | |
| Cisco Systems (CSCO) | 0.4 | $436k | 8.6k | 50.52 | |
| Realty Income (O) | 0.4 | $426k | 7.4k | 57.42 | |
| Broadridge Financial Solutions (BR) | 0.4 | $412k | 2.0k | 205.75 | |
| Merck & Co (MRK) | 0.4 | $386k | 3.5k | 109.02 | |
| Electronic Arts (EA) | 0.4 | $385k | 2.8k | 136.83 | |
| salesforce (CRM) | 0.3 | $343k | 1.3k | 263.14 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $342k | 8.8k | 39.03 | |
| Valero Energy Corporation (VLO) | 0.3 | $318k | 2.4k | 130.00 | |
| S&p Global (SPGI) | 0.3 | $299k | 678.00 | 440.23 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $298k | 1.8k | 170.41 | |
| Netflix (NFLX) | 0.3 | $295k | 605.00 | 486.88 | |
| LTC Properties (LTC) | 0.3 | $288k | 9.0k | 32.12 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $281k | 685.00 | 409.44 | |
| National Health Investors (NHI) | 0.3 | $279k | 5.0k | 55.85 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $273k | 2.7k | 100.98 | |
| EOG Resources (EOG) | 0.3 | $272k | 2.2k | 120.97 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $258k | 540.00 | 477.26 | |
| Sarepta Therapeutics (SRPT) | 0.2 | $257k | 2.7k | 96.43 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $257k | 2.9k | 88.37 | |
| Verizon Communications (VZ) | 0.2 | $253k | 6.7k | 37.70 | |
| Hci (HCI) | 0.2 | $233k | 2.7k | 87.40 | |
| Target Corporation (TGT) | 0.2 | $218k | 1.5k | 142.42 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $216k | 822.00 | 262.26 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $207k | 436.00 | 474.99 | |
| Kayne Anderson MLP Investment (KYN) | 0.1 | $88k | 10k | 8.78 |
