Benchmark Investment Advisors LLC Portfolio Holdings

Benchmark Investment Advisors LLC

  • $148 Million
  • Q4 2024

Benchmark Investment Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $32.1M, Microsoft Corp with a value of $6.51M, Broadcom Inc. with a value of $5.86M, App Lovin Corp with a value of $5.51M, and Apple Inc. with a value of $5.11M.

Examining the 13F form we can see an increase of $9.04M in the current position value, from $139M to 148M.

Benchmark Investment Advisors LLC is based out at Chicago, IL

Below you can find more details about Benchmark Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Million
Technology: $82.8 Million
Industrials: $14.3 Million
Communication Services: $12.7 Million
Financial Services: $10.5 Million
ETFs: $9.82 Million
Consumer Cyclical: $9.26 Million
Healthcare: $6.01 Million
Real Estate: $1.68 Million
Other: $1.27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$337B
$32.1 Million 21.65% of portfolio
239,211
Q4 2024 Reduced 1.36%
$3.06T
$6.51 Million 4.39% of portfolio
15,456
Q4 2024 Added 16.03%
$95.5B
$5.86 Million 3.95% of portfolio
25,289
Q4 2024 Reduced 2.65%
$138B
$5.51 Million 3.71% of portfolio
17,013
Q4 2024 Added 2.83%
$3.88T
$5.11 Million 3.45% of portfolio
20,414
Q4 2024 Reduced 3.04%
$1.11T
$4.69 Million 3.16% of portfolio
24,765
Q4 2024 Reduced 0.23%
$108B
$4.42 Million 2.98% of portfolio
7,019
Q4 2024 Added 82.98%
$1.64T
$4.33 Million 2.92% of portfolio
7,340
Q4 2024 Added 15.28%
$50.6B
$3.98 Million 2.68% of portfolio
5,651
Q4 2024 Added 38.57%
$2.35T
$3.84 Million 2.59% of portfolio
17,511
Q4 2024 Added 0.85%
$1.05T
$3.49 Million 2.35% of portfolio
17,690
Q4 2024 Reduced 2.52%
$159B
$3.48 Million 2.34% of portfolio
57,615
Q4 2024 Added 25.02%
$60.4B
$3.1 Million 2.09% of portfolio
17,043
Q4 2024 Added 103.84%
$540B
$2.82 Million 1.9% of portfolio
5,360
Q4 2024 Added 1.3%
$60.8B
$2.81 Million 1.89% of portfolio
5,405
Q4 2024 Added 13.29%
$581B
$2.7 Million 1.82% of portfolio
8,529
Q4 2024 Added 0.14%
$89.1B
$2.13 Million 1.44% of portfolio
3,356
Q4 2024 Added 4.29%
$159B
$1.87 Million 1.26% of portfolio
11,492
Q4 2024 Reduced 3.44%
$97.5B
$1.84 Million 1.24% of portfolio
5,371
Q4 2024 Added 11.99%
$811B
$1.74 Million 1.17% of portfolio
7,275
Q4 2024 Added 0.68%
$31.3B
$1.69 Million 1.14% of portfolio
16,541
Q4 2024 Added 157.25%
$497B
$1.63 Million 1.1% of portfolio
3,229
Q4 2024 Reduced 3.5%
$199B
$1.63 Million 1.1% of portfolio
328
Q4 2024 Reduced 1.5%
$14.2B
$1.54 Million 1.04% of portfolio
26,786
Q4 2024 Reduced 31.69%
$51.9B
$1.49 Million 1.01% of portfolio
1,417
Q4 2024 Reduced 4.19%
$1.14T
$1.48 Million 1.0% of portfolio
7,763
Q4 2024 Added 3.51%
$79.5B
$1.49 Million 1.0% of portfolio
11,898
Q4 2024 Added 1.87%
$80.8B
$1.41 Million 0.95% of portfolio
2,915
Q4 2024 Reduced 12.44%
$214B
$1.37 Million 0.93% of portfolio
13,803
Q4 2024 Added 16.62%
$0
$1.31 Million 0.88% of portfolio
2,432
Q4 2024 Added 0.58%
$200B
$1.26 Million 0.85% of portfolio
1,193
Q4 2024 New
$464B
$1.24 Million 0.84% of portfolio
1,394
Q4 2024 Added 108.68%
$65.9B
$1.23 Million 0.83% of portfolio
384
Q4 2024 Reduced 2.29%
$0
$1.16 Million 0.78% of portfolio
44,910
Q4 2024 Added 14.07%
$0
$1.08 Million 0.73% of portfolio
4,888
Q4 2024 Added 144.4%
$422B
$1.02 Million 0.69% of portfolio
2,621
Q4 2024 Reduced 2.53%
$25.4B
$1.01 Million 0.68% of portfolio
5,802
Q4 2024 Reduced 3.94%
$0
$1.02 Million 0.68% of portfolio
11,410
Q4 2024 Reduced 4.28%
$0
$974,000 0.66% of portfolio
16,143
Q4 2024 Added 1.6%
$94B
$872,000 0.59% of portfolio
2,362
Q4 2024 Reduced 3.75%
$0
$817,000 0.55% of portfolio
4,285
Q4 2024 Reduced 14.13%
$228B
$793,000 0.53% of portfolio
4,756
Q2 2024 Reduced 2.54%
$0
$760,000 0.51% of portfolio
4,340
Q4 2024 Reduced 3.3%
$0
$726,000 0.49% of portfolio
13,800
Q4 2024 New
$0
$691,000 0.47% of portfolio
88,000
Q1 2024 New
$86.6B
$671,000 0.45% of portfolio
1,178
Q4 2024 Reduced 24.44%
$309B
$660,000 0.44% of portfolio
953
Q4 2024 Reduced 58.83%
$213B
$632,000 0.43% of portfolio
1,422
Q4 2024 Added 2.38%
$44.6B
$642,000 0.43% of portfolio
13,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $148 Million
  • Prior Value $139 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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