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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.61B
$855,000 0.61% of portfolio
2,055
Q3 2024 New
$1.39B
$329,000 0.24% of portfolio
8,970
Q4 2023 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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