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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.28 Million 0.92% of portfolio
2,418
Q3 2024 Added 0.37%
$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%
$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%
$0
$804,000 0.58% of portfolio
4,488
Q3 2024 Reduced 3.38%
$0
$441,000 0.32% of portfolio
2,000
Q3 2024 New
$0
$448,000 0.32% of portfolio
13,490
Q3 2024 Added 0.63%
$42.4B
$378,000 0.27% of portfolio
7,615
Q3 2024 Reduced 7.13%
$0
$326,000 0.23% of portfolio
1,791
Q3 2024 Added 2.23%
$0
$284,000 0.2% of portfolio
1,845
Q3 2024 Reduced 1.6%
$0
$264,000 0.19% of portfolio
842
Q3 2024 Added 2.43%
$0
$254,000 0.18% of portfolio
522
Q3 2024 Reduced 12.42%
$0
$254,000 0.18% of portfolio
441
Q3 2024 Reduced 1.56%
$0
$217,000 0.16% of portfolio
2,482
Q3 2024 Reduced 7.46%

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
Track This Portfolio

Track Benchmark Investment Advisors LLC Portfolio

Follow Benchmark Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benchmark Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Benchmark Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email