Benchmark Investment Advisors LLC Portfolio Holdings

Benchmark Investment Advisors LLC

  • $149 Million
  • Q1 2025

Benchmark Investment Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $149 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 $24.6M, Meta Platforms, Inc. with a value of $5.96M, Microsoft Corp with a value of $5.64M, App Lovin Corp with a value of $5.57M, and Broadcom Inc. with a value of $5.39M.

Examining the 13F form we can see an increase of $546K in the current position value, from $148M to 149M.

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 $149 Million
Technology: $73.6 Million
Industrials: $17.6 Million
Communication Services: $15.4 Million
Financial Services: $13.8 Million
Consumer Cyclical: $10.8 Million
ETFs: $8.84 Million
Healthcare: $5.24 Million
Real Estate: $1.88 Million
Other: $1.71 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$363B
$24.6 Million 16.52% of portfolio
226,913
Q1 2025 Reduced 5.14%
$1.57T
$5.96 Million 4.0% of portfolio
10,333
Q1 2025 Added 40.78%
$3.58T
$5.64 Million 3.79% of portfolio
15,032
Q1 2025 Reduced 2.74%
$2.17T
$4.74 Million 3.19% of portfolio
24,936
Q1 2025 Added 42.4%
$993B
$4.58 Million 3.08% of portfolio
29,627
Q1 2025 Added 19.63%
$557B
$4.27 Million 2.87% of portfolio
12,190
Q1 2025 Added 42.92%
$3.16T
$3.73 Million 2.5% of portfolio
16,791
Q1 2025 Reduced 17.75%
$1.11T
$3.05 Million 2.05% of portfolio
18,376
Q1 2025 Added 3.88%
$514B
$3 Million 2.01% of portfolio
5,474
Q1 2025 Added 2.13%
$804B
$2.4 Million 1.61% of portfolio
9,804
Q1 2025 Added 34.76%
$544B
$1.69 Million 1.13% of portfolio
1,812
Q1 2025 Added 29.99%
$210B
$1.58 Million 1.06% of portfolio
342
Q1 2025 Added 4.27%
$201B
$1.18 Million 0.79% of portfolio
13,104
Q1 2025 Reduced 5.06%
$260B
$1.08 Million 0.73% of portfolio
4,025
Q1 2025 Added 259.38%
$287B
$1.06 Million 0.71% of portfolio
2,032
Q1 2025 Reduced 37.07%
$258B
$951,000 0.64% of portfolio
4,756
Q2 2024 Reduced 2.54%
$648B
$679,000 0.46% of portfolio
1,276
Q2 2024 Reduced 8.73%
$1.06T
$589,000 0.4% of portfolio
3,771
Q1 2025 Reduced 51.42%
$303B
$449,000 0.3% of portfolio
679
Q1 2025 Reduced 28.75%
$394B
$396,000 0.27% of portfolio
2,393
Q1 2025 Reduced 10.48%
$270B
$297,000 0.2% of portfolio
4,814
Q1 2025 Reduced 7.01%
$746B
$205,000 0.14% of portfolio
249
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $149 Million
  • Prior Value $148 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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