$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,548 | -100.0% | -0.21% | – |
| TROW | Exit | PRICE T ROWE GROUP INC COM | $0 | – | -2,000 | -100.0% | -0.23% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -710 | -100.0% | -0.25% | – |
| MU | Exit | MICRON TECHNOLOGY INC | $0 | – | -5,071 | -100.0% | -0.31% | – |
| WMT | Exit | WALMART INC | $0 | – | -5,531 | -100.0% | -0.84% | – |
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.