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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.7B
$387,000 0.26% of portfolio
7,256
Q4 2024 Reduced 0.89%
$16.2B
$379,000 0.26% of portfolio
6,204
Q4 2024 New
$327B
$374,000 0.25% of portfolio
1,120
Q4 2024 Reduced 0.88%
$32.7B
$364,000 0.25% of portfolio
4,209
Q4 2024 New
$244B
$358,000 0.24% of portfolio
1,018
Q4 2024 New
$3.02B
$346,000 0.23% of portfolio
5,000
Q4 2023 New
$88B
$307,000 0.21% of portfolio
3,255
Q4 2024 Reduced 1.66%
$1.39B
$309,000 0.21% of portfolio
8,970
Q4 2023 New
$208B
$318,000 0.21% of portfolio
613
Q4 2024 Reduced 6.55%
$266B
$306,000 0.21% of portfolio
5,177
Q4 2024 Reduced 5.06%
$176B
$294,000 0.2% of portfolio
591
Q4 2024 Reduced 0.84%
$9.45B
$276,000 0.19% of portfolio
2,275
Q2 2024 Reduced 4.41%
$210B
$262,000 0.18% of portfolio
503
Q4 2024 Reduced 0.4%
$36B
$232,000 0.16% of portfolio
1,588
Q4 2024 Reduced 14.81%
$470B
$240,000 0.16% of portfolio
1,444
Q4 2024 New
$97.9B
$227,000 0.15% of portfolio
5,000
Q1 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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