Benchmark Investment Advisors as of Sept. 30, 2024
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 | 243k | 121.44 | |
| Microsoft Corporation (MSFT) | 4.1 | $5.7M | 13k | 430.30 | |
| Apple (AAPL) | 3.5 | $4.9M | 21k | 233.00 | |
| Broadcom (AVGO) | 3.2 | $4.5M | 26k | 172.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $4.1M | 25k | 165.85 | |
| Meta Platforms Cl A (META) | 2.6 | $3.6M | 6.4k | 572.45 | |
| Uber Technologies (UBER) | 2.5 | $3.5M | 46k | 75.16 | |
| United Rentals (URI) | 2.4 | $3.3M | 4.1k | 809.82 | |
| Amazon (AMZN) | 2.3 | $3.2M | 17k | 186.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.2 | $3.2M | 18k | 173.67 | |
| Kla Corp Com New (KLAC) | 2.1 | $3.0M | 3.8k | 774.38 | |
| Palo Alto Networks (PANW) | 2.0 | $2.9M | 8.4k | 341.80 | |
| Lam Research Corporation | 1.9 | $2.7M | 3.3k | 815.97 | |
| Roper Industries (ROP) | 1.9 | $2.7M | 4.8k | 556.46 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $2.6M | 5.3k | 493.77 | |
| Applied Materials (AMAT) | 1.7 | $2.4M | 12k | 202.05 | |
| Visa Com Cl A (V) | 1.7 | $2.3M | 8.5k | 274.94 | |
| Applovin Corp Com Cl A (APP) | 1.5 | $2.2M | 17k | 130.55 | |
| Arista Networks (ANET) | 1.5 | $2.1M | 5.5k | 383.82 | |
| Fiserv (FI) | 1.5 | $2.1M | 12k | 179.65 | |
| Copart (CPRT) | 1.5 | $2.1M | 39k | 52.40 | |
| Parker-Hannifin Corporation (PH) | 1.4 | $2.0M | 3.2k | 631.75 | |
| UnitedHealth (UNH) | 1.4 | $2.0M | 3.3k | 584.67 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.4 | $1.9M | 2.3k | 833.17 | |
| Synopsys (SNPS) | 1.2 | $1.7M | 3.3k | 506.39 | |
| W.W. Grainger (GWW) | 1.1 | $1.5M | 1.5k | 1038.68 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.5M | 7.2k | 210.86 | |
| Analog Devices (ADI) | 1.0 | $1.4M | 6.2k | 230.18 | |
| Booking Holdings (BKNG) | 1.0 | $1.4M | 333.00 | 4208.83 | |
| Cdw (CDW) | 1.0 | $1.4M | 6.0k | 226.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.3M | 4.8k | 280.47 | |
| Merck & Co (MRK) | 1.0 | $1.3M | 12k | 113.56 | |
| Anthem (ELV) | 0.9 | $1.3M | 2.5k | 520.03 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 2.4k | 527.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $1.3M | 7.5k | 167.19 | |
| AutoZone (AZO) | 0.9 | $1.2M | 393.00 | 3150.06 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.8 | $1.2M | 12k | 97.42 | |
| iShares Emerging Markets Dividend ETF Em Mkts Div Etf (DVYE) | 0.8 | $1.1M | 39k | 28.70 | |
| Home Depot (HD) | 0.8 | $1.1M | 2.7k | 405.18 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $984k | 5.0k | 197.19 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $899k | 16k | 56.60 | |
| Ge Aerospace Com New (GE) | 0.6 | $897k | 4.8k | 188.58 | |
| Super Micro Computer | 0.6 | $856k | 2.1k | 416.40 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $804k | 4.5k | 179.15 | |
| McKesson Corporation (MCK) | 0.5 | $771k | 1.6k | 494.54 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $719k | 1.4k | 517.78 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $710k | 88k | 8.07 | |
| Hims &hers Health Com Cl A (HIMS) | 0.5 | $707k | 38k | 18.42 | |
| Johnson & Johnson (JNJ) | 0.5 | $706k | 4.4k | 162.08 | |
| Micron Technology (MU) | 0.5 | $701k | 6.8k | 103.72 | |
| Brown & Brown (BRO) | 0.5 | $666k | 6.4k | 103.60 | |
| Hershey Company (HSY) | 0.5 | $652k | 3.4k | 191.78 | |
| Welltower Inc Com reit (WELL) | 0.5 | $648k | 5.1k | 128.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $587k | 1.3k | 460.26 | |
| Cadence Design Systems (CDNS) | 0.4 | $585k | 2.2k | 271.03 | |
| Microchip Technology (MCHP) | 0.4 | $535k | 6.7k | 80.29 | |
| Nike CL B (NKE) | 0.4 | $514k | 5.8k | 88.41 | |
| Netflix (NFLX) | 0.3 | $474k | 668.00 | 709.27 | |
| Realty Income (O) | 0.3 | $464k | 7.3k | 63.42 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $448k | 14k | 33.23 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $442k | 2.0k | 220.91 | |
| National Health Investors (NHI) | 0.3 | $420k | 5.0k | 84.06 | |
| Thermo Fisher Scientific (TMO) | 0.3 | $406k | 656.00 | 618.23 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $379k | 7.6k | 49.70 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $355k | 1.8k | 198.04 | |
| LTC Properties (LTC) | 0.2 | $329k | 9.0k | 36.69 | |
| salesforce (CRM) | 0.2 | $309k | 1.1k | 273.65 | |
| SoundHound AI Class A Com (SOUN) | 0.2 | $309k | 66k | 4.66 | |
| S&p Global (SPGI) | 0.2 | $308k | 596.00 | 516.84 | |
| Ge Vernova (GEV) | 0.2 | $303k | 1.2k | 254.98 | |
| Cisco Systems (CSCO) | 0.2 | $290k | 5.5k | 53.22 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $284k | 1.8k | 154.01 | |
| Sarepta Therapeutics (SRPT) | 0.2 | $284k | 2.3k | 124.89 | |
| Electronic Arts (EA) | 0.2 | $267k | 1.9k | 143.40 | |
| Axcelis Technologies Com New (ACLS) | 0.2 | $265k | 2.5k | 104.85 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $265k | 842.00 | 314.39 | |
| Fortinet (FTNT) | 0.2 | $257k | 3.3k | 77.55 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $255k | 522.00 | 487.70 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $254k | 441.00 | 576.35 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $248k | 505.00 | 491.53 | |
| Chevron Corporation (CVX) | 0.2 | $245k | 1.7k | 147.30 | |
| Relx Sponsored Adr (RELX) | 0.2 | $237k | 5.0k | 47.46 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $230k | 1.5k | 153.71 | |
| Stryker Corporation (SYK) | 0.2 | $222k | 613.00 | 361.44 | |
| Eli Lilly & Co. (LLY) | 0.2 | $221k | 249.00 | 886.04 | |
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $218k | 2.5k | 87.79 |
