Benchmark Investment Advisors as of March 31, 2025
Portfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 86 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 15.9 | $25M | 227k | 108.38 | |
| Meta Platforms Cl A (META) | 3.9 | $6.0M | 10k | 576.38 | |
| Microsoft Corporation (MSFT) | 3.7 | $5.6M | 15k | 375.40 | |
| Applovin Corp Com Cl A (APP) | 3.6 | $5.6M | 21k | 264.97 | |
| Broadcom (AVGO) | 3.5 | $5.4M | 32k | 167.43 | |
| Amazon (AMZN) | 3.1 | $4.7M | 25k | 190.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $4.6M | 30k | 154.64 | |
| Visa Com Cl A (V) | 2.8 | $4.3M | 12k | 350.45 | |
| United Rentals (URI) | 2.6 | $4.0M | 6.4k | 626.74 | |
| Palo Alto Networks (PANW) | 2.5 | $3.8M | 23k | 170.64 | |
| Apple (AAPL) | 2.4 | $3.7M | 17k | 222.13 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.3 | $3.6M | 10k | 352.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $3.1M | 18k | 166.00 | |
| Mastercard Incorporated Cl A (MA) | 1.9 | $3.0M | 5.5k | 548.15 | |
| Fiserv (FI) | 1.9 | $3.0M | 14k | 220.83 | |
| Kla Corp Com New (KLAC) | 1.9 | $2.9M | 4.3k | 679.73 | |
| Arista Networks Com Shs (ANET) | 1.9 | $2.9M | 37k | 77.48 | |
| Uber Technologies (UBER) | 1.9 | $2.9M | 39k | 72.86 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $2.4M | 9.8k | 245.29 | |
| Emcor (EME) | 1.5 | $2.4M | 6.5k | 369.63 | |
| Roper Industries (ROP) | 1.5 | $2.4M | 4.0k | 589.52 | |
| Vertiv Holdings Com Cl A (VRT) | 1.4 | $2.2M | 31k | 72.20 | |
| Parker-Hannifin Corporation (PH) | 1.2 | $1.9M | 3.1k | 607.82 | |
| Applied Materials (AMAT) | 1.2 | $1.8M | 12k | 145.12 | |
| Comfort Systems USA (FIX) | 1.1 | $1.7M | 5.4k | 322.31 | |
| Copart (CPRT) | 1.1 | $1.7M | 30k | 56.59 | |
| Netflix (NFLX) | 1.1 | $1.7M | 1.8k | 932.53 | |
| W.W. Grainger (GWW) | 1.0 | $1.6M | 1.6k | 987.61 | |
| Booking Holdings (BKNG) | 1.0 | $1.6M | 342.00 | 4608.78 | |
| AutoZone (AZO) | 1.0 | $1.6M | 413.00 | 3812.80 | |
| Spotify Technology S A SHS (SPOT) | 1.0 | $1.5M | 2.8k | 549.93 | |
| Servicenow (NOW) | 1.0 | $1.5M | 1.9k | 796.12 | |
| S&p Global (SPGI) | 0.9 | $1.4M | 2.7k | 508.07 | |
| Brown & Brown (BRO) | 0.9 | $1.3M | 11k | 124.39 | |
| Ishares Inc Emerging Markets Divid Etf Em Mkts Div Etf (DVYE) | 0.8 | $1.3M | 47k | 27.29 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.3M | 2.4k | 513.89 | |
| Synopsys (SNPS) | 0.8 | $1.2M | 2.8k | 428.85 | |
| Merck & Co (MRK) | 0.8 | $1.2M | 13k | 89.76 | |
| salesforce (CRM) | 0.7 | $1.1M | 4.0k | 268.38 | |
| UnitedHealth (UNH) | 0.7 | $1.1M | 2.0k | 523.81 | |
| Cyberark Software Ltd Shs Isin#il0011334468 SHS (CYBR) | 0.7 | $1.1M | 3.1k | 338.03 | |
| Take-Two Interactive Software (TTWO) | 0.7 | $1.0M | 5.0k | 207.26 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.6 | $980k | 11k | 90.54 | |
| Ge Aerospace Com New (GE) | 0.6 | $952k | 4.8k | 200.15 | |
| Cdw (CDW) | 0.6 | $930k | 5.8k | 160.26 | |
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.6 | $908k | 16k | 56.85 | |
| Home Depot (HD) | 0.6 | $856k | 2.3k | 366.56 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $784k | 4.1k | 190.59 | |
| Anthem (ELV) | 0.5 | $776k | 1.8k | 434.97 | |
| Welltower Inc Com reit (WELL) | 0.5 | $775k | 5.1k | 153.21 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $750k | 4.3k | 173.24 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $701k | 88k | 7.96 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $685k | 9.4k | 72.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $680k | 1.3k | 532.58 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $675k | 3.4k | 199.50 | |
| Ishares Tr Msci India Etf Msci India Etf (INDA) | 0.4 | $659k | 13k | 51.48 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $612k | 12k | 49.36 | |
| McKesson Corporation (MCK) | 0.4 | $601k | 893.00 | 673.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $589k | 3.8k | 156.24 | |
| Nutanix Cl A (NTNX) | 0.4 | $583k | 8.4k | 69.81 | |
| Freeport-mcmoran Inc Cl B CL B (FCX) | 0.4 | $583k | 15k | 37.86 | |
| Put 100 Invesco Qqq Tr Unit Ser 1 Exp 06-20-25 @474.78 Put | 0.4 | $581k | 273.00 | 2128.00 | |
| Hershey Company (HSY) | 0.3 | $513k | 3.0k | 171.03 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $450k | 679.00 | 662.70 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $434k | 7.4k | 58.96 | |
| Cadence Design Systems (CDNS) | 0.3 | $425k | 1.7k | 254.33 | |
| Realty Income (O) | 0.3 | $421k | 7.3k | 58.01 | |
| Johnson & Johnson (JNJ) | 0.3 | $397k | 2.4k | 165.81 | |
| Analog Devices (ADI) | 0.3 | $396k | 2.0k | 201.68 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $389k | 1.2k | 312.15 | |
| National Health Investors (NHI) | 0.2 | $369k | 5.0k | 73.86 | |
| Ge Vernova (GEV) | 0.2 | $363k | 1.2k | 305.28 | |
| Nike Inc Cl B CL B (NKE) | 0.2 | $362k | 5.7k | 63.48 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $349k | 1.8k | 193.98 | |
| LTC Properties (LTC) | 0.2 | $318k | 9.0k | 35.45 | |
| Fortinet (FTNT) | 0.2 | $311k | 3.2k | 96.26 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $307k | 10k | 30.73 | |
| Cisco Systems (CSCO) | 0.2 | $297k | 4.8k | 61.71 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $280k | 731.00 | 383.53 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $271k | 544.00 | 497.23 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $270k | 556.00 | 484.82 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $258k | 842.00 | 306.74 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $257k | 519.00 | 495.27 | |
| Stryker Corporation (SYK) | 0.1 | $229k | 614.00 | 372.51 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $215k | 1.5k | 146.00 | |
| Eli Lilly & Co. (LLY) | 0.1 | $206k | 249.00 | 826.10 |
