Benchmark Investment Advisors LLC Reduced Holdings in Q1 2025

Benchmark Investment Advisors LLC

  • $149 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-12.3K
- 5.14%
$106.98 - $149.43 $1.32M - $1.84M
227K $24.6M
KLAC
Kla Corp

Technology
-2.68K
- 38.24%
$636.62 - $777.63 $1.71M - $2.09M
4.34K $2.95M
AAPL
Apple Inc.

Technology
-3.62K
- 17.75%
$209.68 - $247.1 $760K - $895K
16.8K $3.73M
GOOG
Alphabet Inc.

Communication Services
-3.99K
- 51.42%
$156.06 - $207.71 $623K - $829K
3.77K $589K
MSFT
Microsoft Corp

Technology
-424
- 2.74%
$375.39 - $447.2 $159K - $190K
15K $5.64M
UBER
Uber Technologies, Inc

Technology
-18.3K
- 31.78%
$63.17 - $81.49 $1.16M - $1.49M
39.3K $2.86M
UNH
Unitedhealth Group Inc

Healthcare
-1.2K
- 37.07%
$461.52 - $548.18 $552K - $656K
2.03K $1.06M
ROP
Roper Technologies Inc

Industrials
-1.4K
- 25.92%
$502.71 - $593.81 $704K - $832K
4K $2.36M
IWM
Ishares Russell 2000 ETF

ETFs
-1.51K
- 30.79%
$198.1 - $229.79 $298K - $346K
3.38K $674K
BRO
Brown & Brown, Inc.

Financial Services
-5.89K
- 35.63%
$100.54 - $124.4 $592K - $733K
10.6K $1.32M
PH
Parker Hannifin Corp

Industrials
-234
- 6.97%
$591.65 - $707.05 $138K - $165K
3.12K $1.9M
SNPS
Synopsys Inc

Technology
-143
- 4.91%
$428.58 - $551.54 $61.3K - $78.9K
2.77K $1.19M
ASML
Asml Holding Nv

Technology
-274
- 28.75%
$662.63 - $776.99 $182K - $213K
679 $449K
MRK
Merck & Co., Inc.

Healthcare
-699
- 5.06%
$83.01 - $101.02 $58K - $70.6K
13.1K $1.18M
HD
Home Depot, Inc.

Consumer Cyclical
-287
- 10.95%
$347.25 - $424.87 $99.7K - $122K
2.33K $855K
CDNS
Cadence Design Systems Inc

Technology
-230
- 12.11%
$233.96 - $324.52 $53.8K - $74.6K
1.67K $424K
ELV
Elevance Health, Inc.

Healthcare
-578
- 24.47%
$365.9 - $436.25 $211K - $252K
1.78K $775K
MCK
Mckesson Corp

Healthcare
-285
- 24.19%
$566.21 - $672.99 $161K - $192K
893 $600K
INDA
Ishares Msci India Index Fund

ETFs
-1K
- 7.25%
$47.8 - $53.4 $47.8K - $53.4K
12.8K $658K
KRE
Spdr S&P Regional Banking ETF

ETFs
-172
- 1.07%
$55.11 - $65.5 $9.48K - $11.3K
16K $907K
ADI
Analog Devices Inc

Technology
-195
- 9.04%
$201.56 - $243.82 $39.3K - $47.5K
1.96K $395K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-69
- 11.26%
$497.6 - $606.74 $34.3K - $41.9K
544 $270K
FCX
Freeport Mcmoran Inc

Basic Materials
-1K
- 6.1%
$34.5 - $43.01 $34.5K - $43K
15.4K $583K
VNQ
Vanguard Specialized Funds Van

ETFs
-586
- 5.14%
$85.55 - $94.34 $50.1K - $55.3K
10.8K $980K
IVE
Ishares S&P 500 Value ETF

ETFs
-171
- 3.99%
$185.78 - $198.58 $31.8K - $34K
4.11K $784K
PFF
Ishares Trust Ishares Pfd And

ETFs
-842
- 7.77%
$30.73 - $32.26 $25.9K - $27.2K
10K $307K
OXY
Occidental Petroleum Corp

Energy
-600
- 4.62%
$45.45 - $52.7 $27.3K - $31.6K
12.4K $612K
XLV
Select Sector Spdr Fund Health

ETFs
-273
- 15.66%
$137.61 - $149.68 $37.6K - $40.9K
1.47K $214K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10
- 0.23%
$169.43 - $182.84 $1.69K - $1.83K
4.33K $750K
CSCO
Cisco Systems, Inc.

Technology
-363
- 7.01%
$58.74 - $64.87 $21.3K - $23.5K
4.81K $297K
Lam Research Corp
-8.33K
- 46.91%
N/A
9.43K $0
FTNT
Fortinet, Inc.

Technology
-20
- 0.61%
$92.49 - $114.57 $1.85K - $2.29K
3.24K $311K
JNJ
Johnson & Johnson

Healthcare
-280
- 10.48%
$142.06 - $167.7 $39.8K - $47K
2.39K $396K
IAU
Ishares Gold Trust

ETFs
-190
- 2.52%
$49.74 - $58.96 $9.45K - $11.2K
7.36K $433K
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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