Benchmark Investment Advisors LLC Top Holdings and 13F Report (2024) About Benchmark Investment Advisors LLCInvestment ActivityBenchmark Investment Advisors LLC has $140.34 million in total holdings as of September 30, 2024.Benchmark Investment Advisors LLC owns shares of 86 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 9.10% of the portfolio was purchased this quarter.About 6.45% of the portfolio was sold this quarter.This quarter, Benchmark Investment Advisors LLC has purchased 89 new stocks and bought additional shares in 34 stocks.Benchmark Investment Advisors LLC sold shares of 33 stocks and completely divested from 7 stocks this quarter.Largest Holdings NVIDIA $29,449,591Microsoft $5,732,091Apple $4,905,320Broadcom $4,481,193Alphabet $4,116,768 Largest New Holdings this Quarter Super Micro Computer $855,702 HoldingMicron Technology $700,597 HoldingiShares Russell 2000 ETF $441,827 HoldingSoundHound AI $308,958 Holding Largest Purchases this Quarter Broadcom 23,471 shares (about $4.05M)Roper Technologies 1,813 shares (about $1.01M)Super Micro Computer 2,055 shares (about $855.70K)Micron Technology 6,755 shares (about $700.60K)Merck & Co., Inc. 5,757 shares (about $653.75K) Largest Sales this Quarter NVIDIA 14,848 shares (about $1.80M)United Rentals 1,572 shares (about $1.27M)Mastercard 1,351 shares (about $667.08K)Microchip Technology 7,612 shares (about $611.20K)Thermo Fisher Scientific 900 shares (about $556.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenchmark Investment Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$29,449,591$1,803,143 ▼-5.8%242,50321.0%Computer and TechnologyMSFTMicrosoft$5,732,091$40,449 ▲0.7%13,3214.1%Computer and TechnologyAAPLApple$4,905,320$62,677 ▼-1.3%21,0533.5%Computer and TechnologyAVGOBroadcom$4,481,193$4,048,737 ▲936.2%25,9783.2%Computer and TechnologyGOOGLAlphabet$4,116,768$3,317 ▼-0.1%24,8222.9%Computer and TechnologyMETAMeta Platforms$3,644,805$262,756 ▲7.8%6,3672.6%Computer and TechnologyUBERUber Technologies$3,463,673$499,889 ▲16.9%46,0842.5%Computer and TechnologyURIUnited Rentals$3,302,431$1,273,031 ▼-27.8%4,0782.4%ConstructionAMZNAmazon.com$3,235,493$8,571 ▼-0.3%17,3642.3%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$3,151,671$7,989 ▲0.3%18,1472.2%Computer and TechnologyKLACKLA$2,970,518$8,518 ▼-0.3%3,8362.1%Computer and TechnologyPANWPalo Alto Networks$2,857,790$30,078 ▲1.1%8,3612.0%Computer and TechnologyLRCXLam Research$2,693,504$32,639 ▲1.2%3,3011.9%Computer and TechnologyROPRoper Technologies$2,654,866$1,008,860 ▲61.3%4,7711.9%Computer and TechnologyMAMastercard$2,612,534$667,082 ▼-20.3%5,2911.9%Business ServicesAMATApplied Materials$2,404,814$25,458 ▲1.1%11,9021.7%Computer and TechnologyVVisa$2,341,665$14,572 ▲0.6%8,5171.7%Business ServicesAPPLOVIN CORP$2,159,950$449,092 ▲26.2%16,5451.5%COM CL AANETArista Networks$2,102,950$93,652 ▲4.7%5,4791.5%Computer and TechnologyFIFiserv$2,098,312$18,684 ▲0.9%11,6801.5%Business ServicesCPRTCopart$2,054,761$13,048 ▲0.6%39,2131.5%Business ServicesPHParker-Hannifin$2,032,978$90,341 ▲4.7%3,2181.4%Industrial ProductsUNHUnitedHealth Group$1,956,293$39,173 ▲2.0%3,3461.4%MedicalASMLASML$1,928,787$574,054 ▲42.4%2,3151.4%Computer and TechnologySNPSSynopsys$1,685,772$59,248 ▲3.6%3,3291.2%Computer and TechnologyGWWW.W. Grainger$1,536,210$27,006 ▲1.8%1,4791.1%Industrial ProductsJPMJPMorgan Chase & Co.$1,523,698$53,981 ▲3.7%7,2261.1%FinanceADIAnalog Devices$1,429,159$68,362 ▼-4.6%6,2091.0%Computer and TechnologyBKNGBooking$1,401,541$16,835 ▼-1.2%3331.0%Retail/WholesaleCDWCDW$1,366,803$52,047 ▼-3.7%6,0401.0%Computer and TechnologyCRWDCrowdStrike$1,345,134$486,615 ▲56.7%4,7961.0%Computer and TechnologyMRKMerck & Co., Inc.$1,344,059$653,747 ▲94.7%11,8361.0%MedicalELVElevance Health$1,276,147$42,122 ▲3.4%2,4540.9%MedicalVOOVanguard S&P 500 ETF$1,275,679$4,748 ▲0.4%2,4180.9%ETFGOOGAlphabet$1,253,925$585,165 ▲87.5%7,5000.9%Computer and TechnologyAZOAutoZone$1,237,972$3,150 ▼-0.3%3930.9%Retail/WholesaleVNQVanguard Real Estate ETF$1,161,198$279,194 ▲31.7%11,9200.8%ETFDVYEiShares Emerging Markets Dividend ETF$1,129,976$617,050 ▲120.3%39,3720.8%ETFHDHome Depot$1,089,526$6,078 ▼-0.6%2,6890.8%Retail/WholesaleIVEiShares S&P 500 Value ETF$983,964$5,916 ▼-0.6%4,9900.7%ETFKRESPDR S&P Regional Banking ETF$899,257$49,695 ▲5.8%15,8880.6%ETFGEGeneral Electric$896,8860.0%4,7560.6%TransportationSMCISuper Micro Computer$855,702$855,702 ▲New Holding2,0550.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$804,031$28,127 ▼-3.4%4,4880.6%ETFMCKMcKesson$770,988$58,850 ▼-7.1%1,5590.5%MedicalADBEAdobe$719,196$86,469 ▼-10.7%1,3890.5%Computer and TechnologyJPCNuveen Preferred & Income Opportunities Fund$710,1600.0%88,0000.5%Financial ServicesHIMSHims & Hers Health$706,702$14,736 ▼-2.0%38,3660.5%MedicalJNJJohnson & Johnson$706,164$46,192 ▼-6.1%4,3570.5%MedicalMUMicron Technology$700,597$700,597 ▲New Holding6,7550.5%Computer and TechnologyBROBrown & Brown$666,127$315,659 ▲90.1%6,4300.5%FinanceHSYHershey$652,0520.0%3,4000.5%Consumer StaplesWELLWelltower$647,8320.0%5,0600.5%FinanceBRK.BBerkshire Hathaway$587,2920.0%1,2760.4%FinanceCDNSCadence Design Systems$584,883$23,580 ▲4.2%2,1580.4%Computer and TechnologyMCHPMicrochip Technology$535,164$611,203 ▼-53.3%6,6650.4%Computer and TechnologyNKENIKE$513,6410.0%5,8100.4%Consumer DiscretionaryNFLXNetflix$473,792$31,208 ▼-6.2%6680.3%Consumer DiscretionaryORealty Income$464,2980.0%7,3210.3%FinancePFFiShares Preferred and Income Securities ETF$448,261$2,824 ▲0.6%13,4900.3%ETFIWMiShares Russell 2000 ETF$441,827$441,827 ▲New Holding2,0000.3%FinanceNHINational Health Investors$420,3000.0%5,0000.3%FinanceTMOThermo Fisher Scientific$405,556$556,403 ▼-57.8%6560.3%MedicalIAUiShares Gold Trust$378,466$29,075 ▼-7.1%7,6150.3%FinanceVIGVanguard Dividend Appreciation ETF$354,696$7,724 ▲2.2%1,7910.3%ETFLTCLTC Properties$329,1090.0%8,9700.2%FinanceCRMSalesforce$309,223$1,368 ▲0.4%1,1300.2%Computer and TechnologySOUNSoundHound AI$308,958$308,958 ▲New Holding66,3000.2%Computer and TechnologySPGIS&P Global$308,038$355,071 ▼-53.5%5960.2%Business ServicesGE VERNOVA INC$302,9160.0%1,1880.2%COMCSCOCisco Systems$290,192$11,814 ▼-3.9%5,4530.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$284,148$4,620 ▼-1.6%1,8450.2%ETFSRPTSarepta Therapeutics$284,1250.0%2,2750.2%MedicalEAElectronic Arts$267,301$96,653 ▼-26.6%1,8640.2%Consumer DiscretionaryACLSAxcelis Technologies$264,9560.0%2,5270.2%Computer and TechnologyIWBiShares Russell 1000 ETF$264,716$6,288 ▲2.4%8420.2%ETFFTNTFortinet$256,691$215,900 ▼-45.7%3,3100.2%Computer and TechnologyQQQInvesco QQQ$254,578$36,090 ▼-12.4%5220.2%FinanceIVViShares Core S&P 500 ETF$254,172$4,034 ▼-1.6%4410.2%ETFISRGIntuitive Surgical$248,222$2,458 ▼-1.0%5050.2%MedicalCVXChevron$244,523$100,903 ▼-29.2%1,6600.2%Oils/EnergyRELXRelx$237,3000.0%5,0000.2%Computer and TechnologyTTWOTake-Two Interactive Software$229,950$392,729 ▼-63.1%1,4960.2%Consumer DiscretionarySYKStryker$221,5650.0%6130.2%MedicalLLYEli Lilly and Company$220,6230.0%2490.2%MedicalXLEEnergy Select Sector SPDR Fund$217,902$17,559 ▼-7.5%2,4820.2%ETFSBUXStarbucks$0$630,585 ▼-100.0%00.0%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$0$604,647 ▼-100.0%00.0%ETFAOSA. O. Smith$0$546,586 ▼-100.0%00.0%Industrial ProductsDGDollar General$0$323,466 ▼-100.0%00.0%Retail/WholesaleTSLATesla$0$253,435 ▼-100.0%00.0%Auto/Tires/TrucksAOTVFAscot Resources$0$16,372 ▼-100.0%00.0%Basic MaterialsCCF HLDGS LLC UNIT CL A$0$16 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
