Benchmark Investment Advisors as of Dec. 31, 2024
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 | |
| Microsoft Corporation (MSFT) | 4.2 | $6.5M | 16k | 421.51 | |
| Broadcom (AVGO) | 3.8 | $5.9M | 25k | 231.84 | |
| Applovin Corp Com Cl A (APP) | 3.6 | $5.5M | 17k | 323.82 | |
| Apple (AAPL) | 3.3 | $5.1M | 20k | 250.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $4.7M | 25k | 189.30 | |
| Kla Corp Com New (KLAC) | 2.9 | $4.4M | 7.0k | 630.10 | |
| Meta Platforms Cl A (META) | 2.8 | $4.3M | 7.3k | 585.53 | |
| United Rentals (URI) | 2.6 | $4.0M | 5.7k | 704.44 | |
| Amazon (AMZN) | 2.5 | $3.8M | 18k | 219.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $3.5M | 18k | 197.49 | |
| Uber Technologies (UBER) | 2.3 | $3.5M | 58k | 60.32 | |
| Palo Alto Networks (PANW) | 2.0 | $3.1M | 17k | 181.96 | |
| Mastercard Incorporated Cl A (MA) | 1.8 | $2.8M | 5.4k | 526.55 | |
| Roper Industries (ROP) | 1.8 | $2.8M | 5.4k | 519.87 | |
| Visa Com Cl A (V) | 1.8 | $2.7M | 8.5k | 316.05 | |
| Arista Networks Com Shs (ANET) | 1.7 | $2.5M | 23k | 110.53 | |
| Fiserv (FI) | 1.6 | $2.4M | 12k | 205.42 | |
| Emcor (EME) | 1.5 | $2.3M | 5.1k | 453.93 | |
| Parker-Hannifin Corporation (PH) | 1.4 | $2.1M | 3.4k | 636.05 | |
| Applied Materials (AMAT) | 1.2 | $1.9M | 12k | 162.63 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $1.8M | 5.4k | 342.16 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.7M | 7.3k | 239.70 | |
| Brown & Brown (BRO) | 1.1 | $1.7M | 17k | 102.02 | |
| UnitedHealth (UNH) | 1.1 | $1.6M | 3.2k | 505.87 | |
| Booking Holdings (BKNG) | 1.1 | $1.6M | 328.00 | 4967.47 | |
| Copart (CPRT) | 1.0 | $1.5M | 27k | 57.39 | |
| W.W. Grainger (GWW) | 1.0 | $1.5M | 1.4k | 1053.79 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.5M | 7.8k | 190.45 | |
| Synopsys (SNPS) | 0.9 | $1.4M | 2.9k | 485.36 | |
| Merck & Co (MRK) | 0.9 | $1.4M | 14k | 99.48 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.3M | 2.4k | 538.91 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $1.3M | 18k | 72.23 | |
| Servicenow (NOW) | 0.8 | $1.3M | 1.2k | 1060.08 | |
| Netflix (NFLX) | 0.8 | $1.2M | 1.4k | 891.32 | |
| AutoZone (AZO) | 0.8 | $1.2M | 384.00 | 3202.02 | |
| Ishares Inc Emerging Markets Divid Etf Em Mkts Div Etf (DVYE) | 0.8 | $1.2M | 45k | 25.83 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $1.1M | 4.9k | 220.98 | |
| Home Depot (HD) | 0.7 | $1.0M | 2.6k | 389.00 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $1.0M | 11k | 89.08 | |
| Cdw (CDW) | 0.7 | $1.0M | 5.8k | 174.03 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $974k | 16k | 60.35 | |
| Anthem (ELV) | 0.6 | $871k | 2.4k | 368.85 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $818k | 4.3k | 190.86 | |
| Ge Aerospace Com New (GE) | 0.5 | $793k | 4.8k | 166.79 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $761k | 4.3k | 175.22 | |
| Ishares Tr Msci India Etf Msci India Etf (INDA) | 0.5 | $726k | 14k | 52.64 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $692k | 88k | 7.86 | |
| McKesson Corporation (MCK) | 0.4 | $671k | 1.2k | 569.87 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $661k | 953.00 | 693.13 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $642k | 13k | 49.41 | |
| Welltower Inc Com reit (WELL) | 0.4 | $638k | 5.1k | 126.03 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $632k | 1.4k | 444.68 | |
| Freeport-mcmoran Inc Cl B Cl B New (FCX) | 0.4 | $625k | 16k | 38.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $578k | 1.3k | 453.28 | |
| Cadence Design Systems (CDNS) | 0.4 | $571k | 1.9k | 300.46 | |
| Spotify Technology S A SHS (SPOT) | 0.3 | $518k | 1.2k | 447.29 | |
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $478k | 4.2k | 113.60 | |
| Analog Devices (ADI) | 0.3 | $458k | 2.2k | 212.44 | |
| Comfort Systems USA (FIX) | 0.3 | $453k | 1.1k | 424.25 | |
| Ge Vernova (GEV) | 0.3 | $391k | 1.2k | 328.93 | |
| Realty Income (O) | 0.3 | $388k | 7.3k | 53.41 | |
| Johnson & Johnson (JNJ) | 0.3 | $387k | 2.7k | 144.61 | |
| Nutanix Cl A (NTNX) | 0.2 | $380k | 6.2k | 61.18 | |
| salesforce (CRM) | 0.2 | $375k | 1.1k | 334.35 | |
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $374k | 7.5k | 49.51 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $358k | 1.0k | 351.87 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $352k | 1.8k | 195.80 | |
| National Health Investors (NHI) | 0.2 | $347k | 5.0k | 69.30 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $341k | 11k | 31.44 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $319k | 613.00 | 520.62 | |
| LTC Properties (LTC) | 0.2 | $310k | 9.0k | 34.55 | |
| Fortinet (FTNT) | 0.2 | $308k | 3.3k | 94.48 | |
| Cisco Systems (CSCO) | 0.2 | $307k | 5.2k | 59.20 | |
| S&p Global (SPGI) | 0.2 | $294k | 591.00 | 498.13 | |
| Sarepta Therapeutics (SRPT) | 0.2 | $277k | 2.3k | 121.59 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $271k | 842.00 | 322.16 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $263k | 503.00 | 522.38 | |
| Oracle Corporation (ORCL) | 0.2 | $241k | 1.4k | 166.59 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $240k | 1.7k | 137.57 | |
| Electronic Arts (EA) | 0.2 | $232k | 1.6k | 146.30 | |
| Relx Sponsored Adr (RELX) | 0.1 | $227k | 5.0k | 45.42 | |
| Stryker Corporation (SYK) | 0.1 | $221k | 614.00 | 359.98 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $213k | 2.5k | 85.67 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $210k | 411.00 | 511.58 | |
| Ccf Hldgs Llc Unit Cl A Cl A (CCFLU) | 0.0 | $1.1k | 46k | 0.03 |
