Bender Robert & Associates Top Holdings and 13F Report (2024) → Trump’s “Tax Free” Retirement Strategy (From Gold Safe Exchange) (Ad) About Bender Robert & AssociatesInvestment ActivityBender Robert & Associates has $426.69 million in total holdings as of March 31, 2024.Bender Robert & Associates owns shares of 43 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 0.11% of the portfolio was purchased this quarter.About 2.21% of the portfolio was sold this quarter.This quarter, Bender Robert & Associates has purchased 50 new stocks and bought additional shares in 3 stocks.Bender Robert & Associates sold shares of 37 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $73,403,900NVIDIA $66,274,319Intuitive Surgical $35,035,712Amazon.com $27,242,070Meta Platforms $22,285,694 Largest Purchases this Quarter Palo Alto Networks 777 shares (about $220.77K)Microsoft 497 shares (about $209.10K)Starbucks 307 shares (about $28.06K) Largest Sales this Quarter Apple 9,901 shares (about $1.70M)NVIDIA 1,691 shares (about $1.53M)Amazon.com 3,399 shares (about $613.11K)Intuitive Surgical 1,115 shares (about $444.99K)Alphabet 2,468 shares (about $375.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBender Robert & Associates Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$73,403,900$1,697,823 ▼-2.3%428,06117.2%Computer and TechnologyNVDANVIDIA$66,274,319$1,527,920 ▼-2.3%73,34815.5%Computer and TechnologyISRGIntuitive Surgical$35,035,712$444,985 ▼-1.3%87,7898.2%MedicalAMZNAmazon.com$27,242,070$613,112 ▼-2.2%151,0266.4%Retail/WholesaleMETAMeta Platforms$22,285,694$211,227 ▼-0.9%45,8955.2%Computer and TechnologyLULULululemon Athletica$21,961,171$310,176 ▼-1.4%56,2175.1%Consumer DiscretionaryMELIMercadoLibre$20,949,718$337,167 ▼-1.6%13,8564.9%Retail/WholesaleLLYEli Lilly and Company$15,112,651$301,071 ▼-2.0%19,4263.5%MedicalULTAUlta Beauty$13,346,512$364,447 ▼-2.7%25,5253.1%Retail/WholesaleGOOGAlphabet$12,843,892$375,778 ▼-2.8%84,3553.0%Computer and TechnologyAMDAdvanced Micro Devices$12,677,979$102,699 ▼-0.8%70,2423.0%Computer and TechnologyADBEAdobe$12,531,741$76,699 ▼-0.6%24,8352.9%Computer and TechnologyVRTXVertex Pharmaceuticals$11,776,178$158,008 ▼-1.3%28,1722.8%MedicalNOWServiceNow$10,957,975$68,616 ▼-0.6%14,3732.6%Computer and TechnologyGOOGLAlphabet$9,114,210$153,194 ▼-1.7%60,3872.1%Computer and TechnologyMSFTMicrosoft$8,771,601$209,098 ▲2.4%20,8492.1%Computer and TechnologyBKNGBooking$7,683,850$159,627 ▼-2.0%2,1181.8%Retail/WholesaleFIVEFive Below$7,340,811$147,281 ▼-2.0%40,4721.7%Retail/WholesaleILMNIllumina$6,315,347$23,894 ▼-0.4%45,9901.5%MedicalSBUXStarbucks$4,168,900$28,056 ▲0.7%45,6171.0%Retail/WholesaleDISWalt Disney$4,079,246$4,894 ▼-0.1%33,3381.0%Consumer DiscretionaryHDHome Depot$3,504,186$100,503 ▼-2.8%9,1350.8%Retail/WholesalePANWPalo Alto Networks$2,480,171$220,769 ▲9.8%8,7290.6%Computer and TechnologyNEENextEra Energy$2,418,395$37,643 ▼-1.5%37,8410.6%UtilitiesGILDGilead Sciences$1,575,044$247,149 ▼-13.6%21,5020.4%MedicalABBVAbbVie$1,552,220$115,269 ▼-6.9%8,5240.4%MedicalBMYBristol-Myers Squibb$1,488,180$13,558 ▼-0.9%27,4420.3%MedicalAZNAstraZeneca$1,274,581$295,729 ▼-18.8%18,8130.3%MedicalCOSTCostco Wholesale$1,202,247$41,027 ▼-3.3%1,6410.3%Retail/WholesaleMRKMerck & Co., Inc.$879,183$7,917 ▼-0.9%6,6630.2%MedicalABTAbbott Laboratories$774,820$36,030 ▼-4.4%6,8170.2%MedicalJPMJPMorgan Chase & Co.$677,214$29,043 ▼-4.1%3,3810.2%FinanceJNJJohnson & Johnson$662,705$65,179 ▼-9.0%4,1890.2%MedicalPAYXPaychex$637,946$25,788 ▼-3.9%5,1950.1%Business ServicesNUENucor$619,427$15,832 ▼-2.5%3,1300.1%Basic MaterialsURGNUroGen Pharma$520,5150.0%34,7010.1%MedicalDEDeere & Company$519,586$26,698 ▼-4.9%1,2650.1%Industrial ProductsCATCaterpillar$490,718$27,486 ▼-5.3%1,3390.1%Industrial ProductsBABoeing$481,510$23,931 ▼-4.7%2,4950.1%AerospaceORCLOracle$300,0820.0%2,3890.1%Computer and TechnologyVVisa$289,406$1,395 ▼-0.5%1,0370.1%Business ServicesTGTTarget$256,9550.0%1,4500.1%Retail/WholesaleIDXXIDEXX Laboratories$214,352$13,498 ▼-5.9%3970.1%MedicalBCRXBioCryst Pharmaceuticals$0$339,034 ▼-100.0%00.0%MedicalEOLSEvolus$0$263,987 ▼-100.0%00.0%MedicalPFEPfizer$0$223,266 ▼-100.0%00.0%MedicalDUKDuke Energy$0$201,843 ▼-100.0%00.0%UtilitiesPLSEPulse Biosciences$0$126,378 ▼-100.0%00.0%MedicalSMMTSummit Therapeutics$0$62,794 ▼-100.0%00.0%MedicalCMRXChimerix$0$10,211 ▼-100.0%00.0%Medical More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. 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