$121 Million is the total value of Benchmark Investment Advisors LLC's 101 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| NVIDIA CORPORATION | 11 | Q2 2024 | 23.0% |
| APPLE INC | 11 | Q2 2024 | 8.4% |
| MICROSOFT CORP | 11 | Q2 2024 | 4.8% |
| ALPHABET INC CL A | 11 | Q2 2024 | 3.4% |
| AMAZON INC | 11 | Q2 2024 | 3.0% |
| MASTERCARD INCORPORATED COM CL A | 11 | Q2 2024 | 3.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 11 | Q2 2024 | 2.7% |
| ADOBE SYSTEMS INCORPORATED | 11 | Q2 2024 | 3.0% |
| ISHARES TRUST S&P 500 VAL ETF | 11 | Q2 2024 | 3.2% |
| VISA INC | 11 | Q2 2024 | 2.5% |
View Benchmark Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-12 |
| 13F-HR/A | 2024-05-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-21 |
| 13F-HR | 2022-11-14 |
View Benchmark Investment Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.