BI
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Benchmark Investment Advisors LLC13F | |
Benchmark Investment Advisors LLC | |
Last update 2024-08-12 | 89 Stocks (7 new) |
Value $138.00 Mil | Turnover 7 % |
Portfolio Report |
Benchmark Investment Advisors ... Top Holdings of 2024-06-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
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NVDA | NVIDIA Corp | 257,351 | 31793.170 | -3.10% | 23.020 | -0.59% | 0.000 | +35.79% | +198.98% | 3638044.300 | Semiconductors | |
MSFT | Microsoft Corp | 13,227 | 5911.890 | -3.84% | 4.280 | -0.18% | 0.000 | +4.33% | +13.28% | 3146664.593 | Software | |
GOOGL | Alphabet Inc | 24,842 | 4525.000 | -2.36% | 3.280 | -0.07% | 0.000 | +11.94% | +30.19% | 2232238.632 | Interactive Media | |
AAPL | Apple Inc | 21,322 | 4490.940 | -44.06% | 3.250 | -2.27% | 0.000 | +3.37% | +17.23% | 3389420.990 | Hardware | |
AVGO | Broadcom Inc | 25,070 | 4025.520 | -1.80% | 2.910 | -0.05% | 0.000 | +18.98% | +59.60% | 822348.333 | Semiconductors | |
URI | United Rentals Inc | 5,650 | 3653.830 | +40.23% | 2.650 | +0.76% | 0.010 | +26.47% | +52.54% | 56983.852 | Business Services | |
LRCX | Lam Research Corp | 32,610 | 3472.110 | +10.96% | 2.510 | +0.25% | 0.000 | -6.47% | -2.78% | 97402.051 | Semiconductors | |
AMZN | Amazon.com Inc | 17,410 | 3364.480 | -8.09% | 2.440 | -0.22% | 0.000 | +25.04% | +37.27% | 2197111.550 | Retail - Cyclical | |
KLAC | KLA Corp | 3,847 | 3171.580 | -1.05% | 2.300 | -0.02% | 0.000 | -12.21% | +14.90% | 88920.824 | Semiconductors | |
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 18,101 | 3146.120 | -0.48% | 2.280 | -0.01% | 0.000 | +14.62% | +86.06% | 994534.562 | Semiconductors |
Benchmark Investment Advisors LLC's Historical Top Holdings Breakdowns
Benchmark Investment Advisors LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2024-06-30 | Reduce | -2.27% | 165 ($186.49) 216.67 | $224.23 | 20.24% | Reduce -44.06% | 21,322 | -16,792 | |
CRWD | CrowdStrike Holdings Inc | 2024-06-30 | New Buy | +0.85% | 282.64 ($332.59) 390.43 | $343.50 | 3.28% | New holding | 3,061 | 3,061 | |
ADBE | Adobe Inc | 2024-06-30 | Reduce | -0.76% | 439.02 ($484.22) 555.54 | $526.42 | 8.72% | Reduce -55.18% | 1,556 | -1,916 | |
URI | United Rentals Inc | 2024-06-30 | Add | +0.76% | 616.21 ($664.6) 712.69 | $868.36 | 30.66% | Add 40.23% | 5,650 | 1,621 | |
KRE | SPDR S&P Regional Banking ETF | 2024-06-30 | Reduce | -0.67% | 45.75 ($48.25) 51.19 | $66.62 | 38.07% | Reduce -52.97% | 15,010 | -16,904 | |
DVN | Devon Energy Corp | 2024-06-30 | Sold Out | -0.64% | 45.56 ($49.73) 54.51 | $38.34 | -22.90% | Sold Out | 0 | -16,038 | |
NVDA | NVIDIA Corp | 2024-06-30 | Reduce | -0.59% | 76.2 ($101.1) 135.58 | $148.31 | 46.70% | Reduce -3.1% | 257,351 | -8,239 | |
HIMS | Hims & Hers Health Inc | 2024-06-30 | New Buy | +0.57% | 11.26 ($16.64) 24.79 | $26.69 | 60.40% | New holding | 39,166 | 39,166 | |
APP | AppLovin Corp | 2024-06-30 | Add | +0.53% | 66.8 ($77.59) 86.43 | $289.03 | 272.51% | Add 201.96% | 13,105 | 8,765 | |
CPRT | Copart Inc | 2024-06-30 | Add | +0.50% | 52.14 ($54.59) 58.07 | $57.18 | 4.74% | Add 49.09% | 38,964 | 12,829 |
Benchmark Investment Advisors LLC Total Holding History ($B)
Benchmark Investment Advisors LLC's Asset Allocation
Benchmark Investment Advisors LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Benchmark Investment Advisors LLC's Hypothetical Growth since 2024-06-30
Benchmark Investment Advisors LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Benchmark Investment Advisors LLC's Holdings Heat Map
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Benchmark Investment Advisors LLC's Holdings Bubble Chart
Benchmark Investment Advisors LLC News
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