$108 Million is the total value of Benchmark Investment Advisors LLC's 90 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNPS | New | SYNOPSYS INC | $1,275,316 | – | 2,929 | +100.0% | 1.18% | – |
| LMT | New | LOCKHEED MARTIN CORP | $776,953 | – | 1,688 | +100.0% | 0.72% | – |
| UBER | New | UBER TECHNOLOGIES INC | $629,980 | – | 14,593 | +100.0% | 0.58% | – |
| IWB | New | ISHARES TRrus 1000 etf | $213,029 | – | 874 | +100.0% | 0.20% | – |
| GPOR | New | GULFPORT ENERGY CORP COM NEW 2021 | $210,140 | – | 2,000 | +100.0% | 0.19% | – |
| NEE | New | NEXTERA ENERGY INC | $207,743 | – | 2,800 | +100.0% | 0.19% | – |
| LEAD | New | SIREN ETF TRdivcn ldrs etf | $202,723 | – | 3,594 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 8.4% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 12.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 4.7% |
| ALPHABET INC CL A | 8 | Q3 2023 | 3.4% |
| AMAZON INC | 8 | Q3 2023 | 3.0% |
| ISHARES TRUST S&P 500 VAL ETF | 8 | Q3 2023 | 3.2% |
| ADOBE SYSTEMS INCORPORATED | 8 | Q3 2023 | 3.0% |
| MASTERCARD INCORPORATED COM CL A | 8 | Q3 2023 | 3.0% |
| TAIWAN SEMICONDUCTOR MFG LTD | 8 | Q3 2023 | 2.7% |
| VISA INC | 8 | Q3 2023 | 2.5% |
View Benchmark Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-05-16 |
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.