Benchmark Investment Advisors
Latest statistics and disclosures from Benchmark Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AMZN, and represent 34.39% of Benchmark Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: KRE, ASML, JPC, VNQ, AOS, NKE, ANET, BIL, CPRT, APP.
- Started 12 new stock positions in APP, JPC, BIL, ASML, RELX, LEAD, AMD, NKE, KRE, ISRG. SYK, AOS.
- Reduced shares in these 10 stocks: FI, IVE, TSM, ELV, FTNT, , LMT, NVDA, XLV, DVN.
- Sold out of its positions in ABBV, LMT, NVS, SPY, TGT, VZ.
- Benchmark Investment Advisors was a net seller of stock by $-1.3M.
- Benchmark Investment Advisors has $127M in assets under management (AUM), dropping by 17.44%.
- Central Index Key (CIK): 0001910971
Tip: Access up to 7 years of quarterly data
Positions held by Benchmark Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Benchmark Investment Advisors
Benchmark Investment Advisors holds 90 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
NVIDIA Corporation (NVDA) | 18.9 | $24M | 27k | 903.55 |
|
|
Apple (AAPL) | 5.2 | $6.5M | -2% | 38k | 171.48 |
|
Microsoft Corporation (MSFT) | 4.6 | $5.8M | 14k | 420.74 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $3.8M | 25k | 150.93 |
|
|
Amazon (AMZN) | 2.7 | $3.4M | 19k | 180.38 |
|
|
Broadcom (AVGO) | 2.7 | $3.4M | -7% | 2.6k | 1325.59 |
|
United Rentals (URI) | 2.3 | $2.9M | +4% | 4.0k | 721.05 |
|
Lam Research Corporation (LRCX) | 2.3 | $2.9M | +5% | 2.9k | 971.53 |
|
Meta Platforms Cl A (META) | 2.2 | $2.8M | +4% | 5.8k | 485.60 |
|
Kla Corp Com New (KLAC) | 2.1 | $2.7M | +2% | 3.9k | 698.59 |
|
Mastercard Incorporated Cl A (MA) | 2.1 | $2.7M | 5.5k | 481.60 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $2.5M | -24% | 18k | 136.05 |
|
Uber Technologies (UBER) | 1.9 | $2.4M | +12% | 32k | 76.99 |
|
Applied Materials (AMAT) | 1.9 | $2.4M | +2% | 12k | 206.23 |
|
Palo Alto Networks (PANW) | 1.8 | $2.3M | -4% | 8.2k | 284.13 |
|
Visa Com Cl A (V) | 1.7 | $2.2M | 7.9k | 279.07 |
|
|
Fiserv (FI) | 1.5 | $1.9M | -36% | 12k | 159.82 |
|
Synopsys (SNPS) | 1.4 | $1.8M | +4% | 3.1k | 571.50 |
|
Adobe Systems Incorporated (ADBE) | 1.4 | $1.8M | -12% | 3.5k | 504.60 |
|
Cdw (CDW) | 1.3 | $1.7M | 6.5k | 255.76 |
|
|
Spdr Ser Tr S&p Regl Bkg (KRE) | 1.3 | $1.6M | NEW | 32k | 50.28 |
|
Roper Industries (ROP) | 1.3 | $1.6M | +3% | 2.8k | 560.75 |
|
Parker-Hannifin Corporation (PH) | 1.2 | $1.5M | +11% | 2.8k | 555.70 |
|
Copart (CPRT) | 1.2 | $1.5M | +50% | 26k | 57.92 |
|
UnitedHealth (UNH) | 1.2 | $1.5M | -9% | 3.0k | 494.77 |
|
W.W. Grainger (GWW) | 1.1 | $1.4M | +26% | 1.4k | 1017.54 |
|
Anthem (ELV) | 1.1 | $1.3M | -36% | 2.6k | 518.52 |
|
Arista Networks (ANET) | 1.0 | $1.3M | +64% | 4.6k | 289.98 |
|
Analog Devices (ADI) | 1.0 | $1.3M | -17% | 6.4k | 197.80 |
|
Microchip Technology (MCHP) | 1.0 | $1.2M | -20% | 14k | 89.71 |
|
AutoZone (AZO) | 1.0 | $1.2M | 392.00 | 3151.67 |
|
|
JPMorgan Chase & Co. (JPM) | 0.9 | $1.2M | +19% | 5.9k | 200.31 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.2M | -5% | 2.4k | 480.73 |
|
Booking Holdings (BKNG) | 0.9 | $1.1M | -5% | 312.00 | 3630.89 |
|
Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $1.1M | NEW | 1.2k | 970.47 |
|
Home Depot (HD) | 0.8 | $1.0M | -3% | 2.6k | 383.58 |
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $970k | -49% | 5.2k | 186.82 |
|
Fortinet (FTNT) | 0.7 | $937k | -44% | 14k | 68.31 |
|
Thermo Fisher Scientific (TMO) | 0.7 | $910k | -19% | 1.6k | 581.31 |
|
McKesson Corporation (MCK) | 0.7 | $881k | +2% | 1.6k | 536.79 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.7 | $880k | +250% | 10k | 86.48 |
|
General Electric Com New (GE) | 0.7 | $857k | 4.9k | 175.53 |
|
|
Devon Energy Corporation (DVN) | 0.6 | $805k | -29% | 16k | 50.18 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $782k | -6% | 4.6k | 169.36 |
|
Johnson & Johnson (JNJ) | 0.6 | $714k | +11% | 4.5k | 158.18 |
|
Tesla Motors (TSLA) | 0.6 | $706k | -27% | 4.0k | 175.78 |
|
Hershey Company (HSY) | 0.5 | $681k | 3.5k | 194.50 |
|
|
Nuveen Multi-Strategy Income & Growth (JPC) | 0.5 | $633k | NEW | 88k | 7.19 |
|
Alphabet Cap Stk Cl C (GOOG) | 0.5 | $609k | 4.0k | 152.26 |
|
|
Take-Two Interactive Software (TTWO) | 0.5 | $604k | +17% | 4.1k | 148.49 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $588k | -11% | 1.4k | 420.52 |
|
Merck & Co (MRK) | 0.5 | $577k | +23% | 4.4k | 131.96 |
|
Cadence Design Systems (CDNS) | 0.5 | $573k | +11% | 1.8k | 311.28 |
|
A. O. Smith Corporation (AOS) | 0.4 | $561k | NEW | 6.3k | 89.45 |
|
S&p Global (SPGI) | 0.4 | $552k | +91% | 1.3k | 425.58 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $547k | -20% | 1.6k | 346.56 |
|
Nike CL B (NKE) | 0.4 | $546k | NEW | 5.8k | 93.99 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $513k | NEW | 5.6k | 91.80 |
|
Chevron Corporation (CVX) | 0.4 | $491k | -39% | 3.1k | 157.76 |
|
Axcelis Technologies Com New (ACLS) | 0.4 | $475k | +2% | 4.3k | 111.52 |
|
Welltower Inc Com reit (WELL) | 0.4 | $473k | 5.1k | 93.44 |
|
|
iShares Emerging Markets Dividend ETF Em Mkts Div Etf (DVYE) | 0.4 | $470k | 18k | 26.16 |
|
|
Netflix (NFLX) | 0.4 | $445k | +20% | 732.00 | 607.33 |
|
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $439k | -11% | 14k | 32.23 |
|
Dollar General (DG) | 0.3 | $417k | -35% | 2.7k | 156.05 |
|
Broadridge Financial Solutions (BR) | 0.3 | $410k | 2.0k | 204.86 |
|
|
Realty Income (O) | 0.3 | $402k | 7.4k | 54.10 |
|
|
Cisco Systems (CSCO) | 0.3 | $364k | -15% | 7.3k | 49.91 |
|
Electronic Arts (EA) | 0.3 | $361k | -3% | 2.7k | 132.69 |
|
Ishares Gold Tr Ishares New (IAU) | 0.3 | $358k | -2% | 8.5k | 42.01 |
|
salesforce (CRM) | 0.3 | $339k | -13% | 1.1k | 301.18 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $320k | 1.8k | 182.59 |
|
|
National Health Investors (NHI) | 0.2 | $314k | 5.0k | 62.83 |
|
|
Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $311k | -55% | 2.1k | 147.75 |
|
Hci (HCI) | 0.2 | $309k | 2.7k | 116.08 |
|
|
Sarepta Therapeutics (SRPT) | 0.2 | $308k | -10% | 2.4k | 129.46 |
|
Applovin Corp Com Cl A (APP) | 0.2 | $300k | NEW | 4.3k | 69.22 |
|
LTC Properties (LTC) | 0.2 | $292k | 9.0k | 32.51 |
|
|
Select Sector Spdr Tr Energy (XLE) | 0.2 | $258k | -47% | 2.7k | 94.40 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $251k | -17% | 565.00 | 443.96 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $245k | -13% | 466.00 | 525.64 |
|
Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $237k | 822.00 | 288.03 |
|
|
Valero Energy Corporation (VLO) | 0.2 | $232k | -44% | 1.4k | 170.69 |
|
Advanced Micro Devices (AMD) | 0.2 | $231k | NEW | 1.3k | 180.49 |
|
EOG Resources (EOG) | 0.2 | $231k | -19% | 1.8k | 127.87 |
|
Stryker Corporation (SYK) | 0.2 | $219k | NEW | 612.00 | 357.92 |
|
Relx Sponsored Adr (RELX) | 0.2 | $217k | NEW | 5.0k | 43.29 |
|
Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.2 | $214k | NEW | 3.2k | 66.08 |
|
Intuitive Surgical Com New (ISRG) | 0.2 | $206k | NEW | 515.00 | 399.30 |
|
Kayne Anderson MLP Investment (KYN) | 0.1 | $100k | 10k | 10.01 |
|
Past Filings by Benchmark Investment Advisors
SEC 13F filings are viewable for Benchmark Investment Advisors going back to 2021
- Benchmark Investment Advisors 2024 Q1 filed May 15, 2024
- Benchmark Investment Advisors 2023 Q4 restated filed May 15, 2024
- Benchmark Investment Advisors 2023 Q3 filed Nov. 14, 2023
- Benchmark Investment Advisors 2023 Q2 filed Aug. 14, 2023
- Benchmark Investment Advisors 2023 Q1 filed May 15, 2023
- Benchmark Investment Advisors 2022 Q4 filed Feb. 21, 2023
- Benchmark Investment Advisors 2022 Q3 filed Nov. 14, 2022
- Benchmark Investment Advisors 2022 Q2 filed Aug. 8, 2022
- Benchmark Investment Advisors 2022 Q1 filed May 16, 2022
- Benchmark Investment Advisors 2021 Q4 filed Feb. 16, 2022