Benchmark Investment Advisors LLC Reduced Holdings in Q2 2024

Benchmark Investment Advisors LLC

  • $138 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-16.8K
- 44.06%
$165.0 - $216.67 $2.77M - $3.64M
21.3K $4.49M
ADBE
Adobe Inc.

Technology
-1.92K
- 55.18%
$439.02 - $555.54 $841K - $1.06M
1.56K $864K
KRE
Spdr S&P Regional Banking ETF

ETFs
-16.9K
- 52.97%
$45.75 - $51.19 $773K - $865K
15K $736K
FTNT
Fortinet, Inc.

Technology
-7.63K
- 55.59%
$57.94 - $71.32 $442K - $544K
6.09K $367K
TSLA
Tesla, Inc.

Consumer Cyclical
-2.74K
- 68.12%
$142.05 - $197.88 $389K - $542K
1.28K $253K
CDW
Cdw Corp

Technology
-262
- 4.01%
$214.61 - $255.76 $56.2K - $67K
6.27K $1.4M
CVX
Chevron Corp

Energy
-767
- 24.65%
$152.57 - $166.33 $117K - $128K
2.35K $366K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.13K
- 11.07%
$78.61 - $85.97 $88.6K - $96.9K
9.05K $758K
ACLS
Axcelis Technologies Inc

Technology
-1.73K
- 40.64%
$94.79 - $142.19 $164K - $246K
2.53K $359K
GE
General Electric CO

Industrials
-124
- 2.54%
$136.47 - $175.36 $16.9K - $21.7K
4.76K $756K
DG
Dollar General Corp

Consumer Defensive
-228
- 8.53%
$124.12 - $159.55 $28.3K - $36.4K
2.45K $323K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-122
- 8.73%
$396.73 - $420.24 $48.4K - $51.3K
1.28K $519K
ELV
Elevance Health, Inc.

Healthcare
-225
- 8.66%
$497.49 - $547.8 $112K - $123K
2.37K $1.29M
IVE
Ishares S&P 500 Value ETF

ETFs
-174
- 3.35%
$176.58 - $186.7 $30.7K - $32.5K
5.02K $913K
HSY
Hershey CO

Consumer Defensive
-100
- 2.86%
$182.0 - $209.51 $18.2K - $21K
3.4K $625K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.53K
- 8.09%
$173.67 - $197.85 $266K - $303K
17.4K $3.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 0.64%
$541.52 - $599.02 $5.42K - $5.99K
1.56K $860K
FISV
Fiserv Inc

Technology
-325
- 2.73%
N/A
11.6K $1.45M
XLV
Select Sector Spdr Fund Health

ETFs
-230
- 10.93%
$138.43 - $147.09 $31.8K - $33.8K
1.88K $273K
PFF
Ishares Trust Ishares Pfd And

ETFs
-207
- 1.52%
$30.65 - $32.13 $6.34K - $6.65K
13.4K $422K
O
Realty Income Corp

Real Estate
-100
- 1.35%
$50.8 - $55.45 $5.08K - $5.55K
7.32K $386K
XLE
Energy Sector Spdr

ETFs
-53
- 1.94%
$88.04 - $98.08 $4.67K - $5.2K
2.68K $244K
EA
Electronic Arts Inc.

Communication Services
-181
- 6.66%
$125.24 - $141.23 $22.7K - $25.6K
2.54K $353K
IVV
Ishares Core S&P 500 ETF

ETFs
-18
- 3.86%
$497.53 - $549.64 $8.96K - $9.89K
448 $245K
IAU
Ishares Gold Trust

ETFs
-320
- 3.76%
$42.46 - $45.89 $13.6K - $14.7K
8.2K $360K
DVYE
Ishares Emerging Markets Divid

ETFs
-100
- 0.56%
$26.08 - $29.6 $2.61K - $2.96K
17.9K $485K
SPGI
S&P Global Inc.

Financial Services
-14
- 1.08%
$408.56 - $448.91 $5.72K - $6.28K
1.28K $572K
ISRG
Intuitive Surgical Inc

Healthcare
-5
- 0.97%
$366.34 - $445.11 $1.83K - $2.23K
510 $226K
TTWO
Take Two Interactive Software Inc

Communication Services
-13
- 0.32%
$139.96 - $167.43 $1.82K - $2.18K
4.05K $629K
NFLX
Netflix Inc

Communication Services
-20
- 2.73%
$550.64 - $686.12 $11K - $13.7K
712 $480K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-105
- 4.41%
$113.33 - $163.85 $11.9K - $17.2K
2.28K $359K
MSFT
Microsoft Corp

Technology
-528
- 3.84%
$389.33 - $452.85 $206K - $239K
13.2K $5.91M
KLAC
Kla Corp

Technology
-41
- 1.05%
$628.16 - $863.31 $25.8K - $35.4K
3.85K $3.17M
AVGO
Broadcom Inc.

Technology
-46
- 1.8%
$1204.71 - $1828.87 $55.4K - $84.1K
2.51K $4.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-88
- 0.48%
$127.7 - $179.69 $11.2K - $15.8K
18.1K $3.15M
GOOGL
Alphabet Inc.

Communication Services
-601
- 2.36%
$150.53 - $185.41 $90.5K - $111K
24.8K $4.52M
Activity Summary
Buys All Purchases 41 New Holdings 8 Increased Positions 33 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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