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Benchmark Investment Advisors LLC Top Holdings and 13F Report (2025)

About Benchmark Investment Advisors LLC

Investment Activity

  • Benchmark Investment Advisors LLC has $154.33 million in total holdings as of March 31, 2025.
  • Benchmark Investment Advisors LLC owns shares of 86 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
  • Approximately 16.45% of the portfolio was purchased this quarter.
  • About 7.99% of the portfolio was sold this quarter.
  • This quarter, Benchmark Investment Advisors LLC has purchased 86 new stocks and bought additional shares in 34 stocks.
  • Benchmark Investment Advisors LLC sold shares of 35 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA
$24,592,840
Meta Platforms
$5,955,693
Microsoft
$5,643,011
APPLOVIN CORP
$5,569,432
Broadcom
$5,393,420

Largest New Holdings this Quarter

M2682V108 - CyberArk Software
$1,063,792 Holding
874054109 - Take-Two Interactive Software
$1,026,771 Holding
99QA4017W - PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 06-20-25 @474.78
$580,944 Holding
427866108 - Hershey
$513,090 Holding
654106103 - NIKE
$361,836 Holding

Largest Purchases this Quarter

Vertiv
26,445 shares (about $1.91M)
Meta Platforms
2,993 shares (about $1.73M)
CrowdStrike
4,877 shares (about $1.72M)
Amazon.com
7,425 shares (about $1.41M)
Comfort Systems USA
4,330 shares (about $1.40M)

Largest Sales this Quarter

KLA
2,684 shares (about $1.82M)
Uber Technologies
18,311 shares (about $1.33M)
NVIDIA
12,298 shares (about $1.33M)
Roper Technologies
1,401 shares (about $825.92K)
Apple
3,623 shares (about $804.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofBenchmark Investment Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Co. stock logo
NVDA
NVIDIA
$24,592,840$1,332,858 -5.1%226,91315.9%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,955,693$1,725,093 40.8%10,3333.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$5,643,011$159,170 -2.7%15,0323.7%Computer and Technology
APPLOVIN CORP
$5,569,432$1,061,475 23.5%21,0193.6%COM CL A
Broadcom Inc. stock logo
AVGO
Broadcom
$5,393,420$1,159,285 27.4%32,2133.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,744,356$1,412,690 42.4%24,9363.1%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,581,551$751,865 19.6%29,6273.0%Computer and Technology
Visa Inc. stock logo
V
Visa
$4,272,027$1,283,010 42.9%12,1902.8%Business Services
United Rentals, Inc. stock logo
URI
United Rentals
$4,026,825$485,099 13.7%6,4252.6%Construction
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$3,840,692$932,530 32.1%22,5082.5%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,729,709$804,761 -17.7%16,7912.4%Computer and Technology
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$3,613,240$1,719,533 90.8%10,2482.3%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,050,353$113,874 3.9%18,3762.0%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$3,000,590$62,489 2.1%5,4741.9%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$2,974,138$346,703 13.2%13,4681.9%Business Services
KLA Co. stock logo
KLAC
KLA
$2,946,626$1,824,393 -38.2%4,3351.9%Computer and Technology
ARISTA NETWORKS INC
$2,893,377$1,112,986 62.5%37,3441.9%COM SHS
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,863,701$1,334,145 -31.8%39,3041.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,404,871$620,351 34.8%9,8041.6%Finance
EMCOR Group, Inc. stock logo
EME
EMCOR Group
$2,385,565$507,866 27.0%6,4541.5%Construction
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$2,360,450$825,922 -25.9%4,0041.5%Computer and Technology
Vertiv Holdings Co stock logo
VRT
Vertiv
$2,213,241$1,909,348 628.3%30,6541.4%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$1,897,607$142,229 -7.0%3,1221.2%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$1,799,059$131,334 7.9%12,3971.2%Computer and Technology
Comfort Systems USA, Inc. stock logo
FIX
Comfort Systems USA
$1,739,856$1,395,624 405.4%5,3981.1%Construction
Copart, Inc. stock logo
CPRT
Copart
$1,715,045$199,200 13.1%30,3061.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$1,689,744$389,797 30.0%1,8121.1%Consumer Discretionary
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,601,901$202,460 14.5%1,6221.0%Industrials
Booking Holdings Inc. stock logo
BKNG
Booking
$1,576,204$64,523 4.3%3421.0%Retail/Wholesale
AutoZone, Inc. stock logo
AZO
AutoZone
$1,574,686$110,571 7.6%4131.0%Retail/Wholesale
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$1,544,759$907,388 142.4%2,8091.0%Business Services
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,533,334$583,559 61.4%1,9261.0%Computer and Technology
S&P Global Inc. stock logo
SPGI
S&P Global
$1,390,092$1,089,820 362.9%2,7360.9%Business Services
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$1,324,555$733,058 -35.6%10,6480.9%Finance
iShares Emerging Markets Dividend ETF stock logo
DVYE
iShares Emerging Markets Dividend ETF
$1,293,826$68,225 5.6%47,4100.8%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,254,395$4,625 0.4%2,4410.8%ETF
Synopsys, Inc. stock logo
SNPS
Synopsys
$1,188,772$61,326 -4.9%2,7720.8%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,176,191$62,741 -5.1%13,1040.8%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$1,080,248$779,657 259.4%4,0250.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,064,373$626,995 -37.1%2,0320.7%Medical
CyberArk Software Ltd. stock logo
CYBR
CyberArk Software
$1,063,792$1,063,792 New Holding3,1470.7%Computer and Technology
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$1,026,771$1,026,771 New Holding4,9540.7%Consumer Discretionary
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$979,982$53,055 -5.1%10,8240.6%ETF
GE Aerospace stock logo
GE
GE Aerospace
$951,9130.0%4,7560.6%Industrials
CDW Co. stock logo
CDW
CDW
$929,972$160 0.0%5,8030.6%Computer and Technology
SPDR S&P Regional Banking ETF stock logo
KRE
SPDR S&P Regional Banking ETF
$907,977$9,778 -1.1%15,9710.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$855,554$105,203 -11.0%2,3340.6%Retail/Wholesale
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$784,080$32,591 -4.0%4,1140.5%ETF
Elevance Health, Inc. stock logo
ELV
Elevance Health
$775,984$251,412 -24.5%1,7840.5%Medical
Welltower Inc. stock logo
WELL
Welltower
$775,2430.0%5,0600.5%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$750,148$1,732 -0.2%4,3300.5%ETF
Nuveen Preferred & Income Opportunities Fund stock logo
JPC
Nuveen Preferred & Income Opportunities Fund
$700,4800.0%88,0000.5%Financial Services
LAM RESEARCH CORP
$685,235$605,560 -46.9%9,4260.4%COM NEW
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$679,5720.0%1,2760.4%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$674,919$300,252 -30.8%3,3830.4%Finance
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$658,944$51,480 -7.2%12,8000.4%ETF
Occidental Petroleum Co. stock logo
OXY
Occidental Petroleum
$612,064$29,616 -4.6%12,4000.4%Energy
McKesson Co. stock logo
MCK
McKesson
$601,302$191,905 -24.2%8930.4%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$589,182$623,711 -51.4%3,7710.4%Computer and Technology
Nutanix, Inc. stock logo
NTNX
Nutanix
$583,119$150,021 34.6%8,3530.4%Computer and Technology
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$583,044$37,860 -6.1%15,4000.4%Basic Materials
PUT 100 INVESCO QQQ TR UNIT SER 1 EXP 06-20-25 @474.78
$580,944$580,944 New Holding2730.4%PUT
The Hershey Company stock logo
HSY
Hershey
$513,090$513,090 New Holding3,0000.3%Consumer Staples
ASML Holding stock logo
ASML
ASML
$449,973$181,580 -28.8%6790.3%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$433,632$11,202 -2.5%7,3550.3%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$424,731$58,496 -12.1%1,6700.3%Computer and Technology
Realty Income Co. stock logo
O
Realty Income
$420,9210.0%7,2560.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$396,776$46,426 -10.5%2,3930.3%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$395,498$39,328 -9.0%1,9610.3%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$388,624$70,858 22.3%1,2450.3%Computer and Technology
National Health Investors, Inc. stock logo
NHI
National Health Investors
$369,3000.0%5,0000.2%Finance
GE VERNOVA INC
$362,6730.0%1,1880.2%COM
NIKE, Inc. stock logo
NKE
NIKE
$361,836$361,836 New Holding5,7000.2%Consumer Discretionary
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$348,587$388 0.1%1,7970.2%ETF
LTC Properties, Inc. stock logo
LTC
LTC Properties
$317,9870.0%8,9700.2%Finance
Fortinet, Inc. stock logo
FTNT
Fortinet
$311,401$1,925 -0.6%3,2350.2%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$307,163$25,873 -7.8%9,9960.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$297,049$22,399 -7.0%4,8140.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$280,362$265,021 -48.6%7310.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$270,493$34,309 -11.3%5440.2%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$269,560$269,560 New Holding5560.2%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$258,2750.0%8420.2%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$257,045$7,924 3.2%5190.2%Medical
Stryker Co. stock logo
SYK
Stryker
$228,7220.0%6140.1%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$214,626$39,859 -15.7%1,4700.1%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$205,699$205,699 New Holding2490.1%Medical
Sarepta Therapeutics, Inc. stock logo
SRPT
Sarepta Therapeutics
$0$276,617 -100.0%00.0%Medical
Oracle Co. stock logo
ORCL
Oracle
$0$240,560 -100.0%00.0%Computer and Technology
Electronic Arts Inc. stock logo
EA
Electronic Arts
$0$232,317 -100.0%00.0%Consumer Discretionary
Relx Plc stock logo
RELX
Relx
$0$227,100 -100.0%00.0%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$213,224 -100.0%00.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$210,260 -100.0%00.0%Finance
CCF HLDGS LLC UNIT CL A
$0$1,146 -100.0%00.0%CL A

Showing largest 100 holdings. View all holdings.
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