Benchmark Investment Advisors LLC Portfolio Holdings

Benchmark Investment Advisors LLC

  • $139 Million
  • Q3 2024

Benchmark Investment Advisors LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 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 $29.4M, Microsoft Corp with a value of $5.73M, Apple Inc. with a value of $4.9M, Broadcom Inc. with a value of $4.48M, and Alphabet Inc. with a value of $4.12M.

Examining the 13F form we can see an increase of $1.74M in the current position value, from $138M to 139M.

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 $139 Million
Technology: $80.4 Million
Industrials: $10.4 Million
Communication Services: $10.2 Million
Consumer Cyclical: $9.53 Million
ETFs: $9.12 Million
Financial Services: $8.75 Million
Healthcare: $7.43 Million
Real Estate: $1.86 Million
Other: $1.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$364B
$29.4 Million 21.14% of portfolio
242,503
Q3 2024 Reduced 5.77%
$3.1T
$5.73 Million 4.11% of portfolio
13,321
Q3 2024 Added 0.71%
$3.68T
$4.9 Million 3.52% of portfolio
21,053
Q3 2024 Reduced 1.26%
$66.1B
$4.48 Million 3.22% of portfolio
25,978
Q3 2024 Added 936.22%
$1.06T
$4.12 Million 2.95% of portfolio
24,822
Q3 2024 Reduced 0.08%
$1.26T
$3.64 Million 2.62% of portfolio
6,367
Q3 2024 Added 7.77%
$138B
$3.46 Million 2.49% of portfolio
46,084
Q3 2024 Added 16.87%
$56.9B
$3.3 Million 2.37% of portfolio
4,078
Q3 2024 Reduced 27.82%
$2.07T
$3.24 Million 2.32% of portfolio
17,364
Q3 2024 Reduced 0.26%
$977B
$3.15 Million 2.26% of portfolio
18,147
Q3 2024 Added 0.25%
$87.4B
$2.97 Million 2.13% of portfolio
3,836
Q3 2024 Reduced 0.29%
$117B
$2.86 Million 2.05% of portfolio
8,361
Q3 2024 Added 1.06%
$9.55B
$2.69 Million 1.93% of portfolio
3,301
Q3 2024 Added 1.23%
$58.2B
$2.65 Million 1.9% of portfolio
4,771
Q3 2024 Added 61.29%
$489B
$2.61 Million 1.87% of portfolio
5,291
Q3 2024 Reduced 20.34%
$147B
$2.4 Million 1.73% of portfolio
11,902
Q3 2024 Added 1.07%
$94.9B
$2.16 Million 1.55% of portfolio
16,545
Q3 2024 Added 26.25%
$117B
$2.1 Million 1.51% of portfolio
5,479
Q3 2024 Added 4.66%
$13.2B
$2.05 Million 1.47% of portfolio
39,213
Q3 2024 Added 0.64%
$88.7B
$2.03 Million 1.46% of portfolio
3,218
Q3 2024 Added 4.65%
$562B
$1.96 Million 1.4% of portfolio
3,346
Q3 2024 Added 2.04%
$262B
$1.93 Million 1.38% of portfolio
2,315
Q3 2024 Added 42.37%
$82.8B
$1.69 Million 1.21% of portfolio
3,329
Q3 2024 Added 3.64%
$59.5B
$1.54 Million 1.1% of portfolio
1,479
Q3 2024 Added 1.79%
$706B
$1.52 Million 1.09% of portfolio
7,226
Q3 2024 Added 3.67%
$79.5B
$1.46 Million 1.05% of portfolio
11,680
Q3 2024 Added 0.9%
$109B
$1.43 Million 1.03% of portfolio
6,209
Q3 2024 Reduced 4.57%
$199B
$1.4 Million 1.01% of portfolio
333
Q3 2024 Reduced 1.19%
$23.8B
$1.37 Million 0.98% of portfolio
6,040
Q3 2024 Reduced 3.67%
$75.2B
$1.35 Million 0.97% of portfolio
4,796
Q3 2024 Added 56.68%
$247B
$1.34 Million 0.96% of portfolio
11,836
Q3 2024 Added 94.7%
$0
$1.28 Million 0.92% of portfolio
2,418
Q3 2024 Added 0.37%
$94.5B
$1.28 Million 0.92% of portfolio
2,454
Q3 2024 Added 3.41%
$1.08T
$1.25 Million 0.9% of portfolio
7,500
Q3 2024 Added 87.5%
$57.9B
$1.24 Million 0.89% of portfolio
393
Q3 2024 Reduced 0.25%
$0
$1.16 Million 0.83% of portfolio
11,920
Q3 2024 Added 31.65%
$0
$1.13 Million 0.81% of portfolio
39,372
Q3 2024 Added 120.3%
$409B
$1.09 Million 0.78% of portfolio
2,689
Q3 2024 Reduced 0.55%
$0
$983,000 0.71% of portfolio
4,990
Q3 2024 Reduced 0.6%
$0
$899,000 0.65% of portfolio
15,888
Q3 2024 Added 5.85%
$194B
$896,000 0.64% of portfolio
4,756
Q2 2024 Reduced 2.54%
$1.35B
$855,000 0.61% of portfolio
2,055
Q3 2024 New
$0
$804,000 0.58% of portfolio
4,488
Q3 2024 Reduced 3.38%
$89.3B
$770,000 0.55% of portfolio
1,559
Q3 2024 Reduced 7.09%
$232B
$719,000 0.52% of portfolio
1,389
Q3 2024 Reduced 10.73%
$0
$709,000 0.51% of portfolio
88,000
Q1 2024 New
$4.33B
$706,000 0.51% of portfolio
38,366
Q3 2024 Reduced 2.04%
$400B
$706,000 0.51% of portfolio
4,357
Q3 2024 Reduced 6.14%
$107B
$700,000 0.5% of portfolio
6,755
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $139 Million
  • Prior Value $138 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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