MondegarAI
Benchmark Investment Advisors LLC

Q3 2024 · 13F-HR

Benchmark Investment Advisors LLCholdings as filed

Filed 2024-11-13 · accession 0001104659-24-117601

$140.3M
Reported value
86
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$29.4M21.0%242,503CommonNONE
594918104MSFTMICROSOFT CORP$5.7M4.08%13,321CommonNONE
037833100AAPLAPPLE INC$4.9M3.50%21,053CommonNONE
11135F101AVGOBROADCOM INC$4.5M3.19%25,978CommonNONE
02079K305GOOGLALPHABET INC$4.1M2.93%24,822CommonNONE
30303M102METAMETA PLATFORMS INC$3.6M2.60%6,367CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.5M2.47%46,084CommonNONE
911363109URIUNITED RENTALS INC$3.3M2.35%4,078CommonNONE
023135106AMZNAMAZON COM INC$3.2M2.31%17,364CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$3.2M2.25%18,147CommonNONE
482480100KLACKLA CORP$3.0M2.12%3,836CommonNONE
697435105PANWPALO ALTO NETWORKS INC$2.9M2.04%8,361CommonNONE
512807108LRCXEURLAM RESEARCH CORP$2.7M1.92%3,301CommonNONE
776696106ROPROPER TECHNOLOGIES INC$2.7M1.89%4,771CommonNONE
57636Q104MAMASTERCARD INCORPORATED$2.6M1.86%5,291CommonNONE
038222105AMATAPPLIED MATLS INC$2.4M1.71%11,902CommonNONE
92826C839VVISA INC$2.3M1.67%8,517CommonNONE
03831W108APPAPPLOVIN CORP$2.2M1.54%16,545CommonNONE
040413106ANETEURARISTA NETWORKS INC$2.1M1.50%5,479CommonNONE
337738108FISVFISERV INC$2.1M1.50%11,680CommonNONE
217204106CPRTCOPART INC$2.1M1.46%39,213CommonNONE
701094104PHPARKER-HANNIFIN CORP$2.0M1.45%3,218CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$2.0M1.39%3,346CommonNONE
N07059210ASMLASML HOLDING N V$1.9M1.37%2,315CommonNONE
871607107SNPSSYNOPSYS INC$1.7M1.20%3,329CommonNONE
384802104GWWGRAINGER W W INC$1.5M1.09%1,479CommonNONE
46625H100JPMJPMORGAN CHASE &CO.$1.5M1.09%7,226CommonNONE
032654105ADIANALOG DEVICES INC$1.4M1.02%6,209CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$1.4M1.00%333CommonNONE
12514G108CDWCDW CORP$1.4M0.97%6,040CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.3M0.96%4,796CommonNONE
58933Y105MRKMERCK &CO INC$1.3M0.96%11,836CommonNONE
036752103ELVELEVANCE HEALTH INC$1.3M0.91%2,454CommonNONE
922908363VOOVANGUARD INDEX FDS$1.3M0.91%2,418CommonNONE
02079K107GOOGALPHABET INC$1.3M0.89%7,500CommonNONE
053332102AZOAUTOZONE INC$1.2M0.88%393CommonNONE
922908553VNQVANGUARD INDEX FDS$1.2M0.83%11,920CommonNONE
464286319DVYEiShares Emerging Markets Dividend ETF$1.1M0.81%39,372CommonNONE
437076102HDHOME DEPOT INC$1.1M0.78%2,689CommonNONE
464287408IVEISHARES TR$983,9640.70%4,990CommonNONE
78464A698KRESPDR SER TR$899,2570.64%15,888CommonNONE
369604301GEGE AEROSPACE$896,8860.64%4,756CommonNONE
86800U104SMCIUSDSUPER MICRO COMPUTER INC$855,7020.61%2,055CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$804,0310.57%4,488CommonNONE
58155Q103MCKMCKESSON CORP$770,9880.55%1,559CommonNONE
00724F101ADBEADOBE INC$719,1960.51%1,389CommonNONE
67073B106JPCNuveen Preferred Income Opportunities Fund$710,1600.51%88,000CommonNONE
433000106HIMSHIMS &HERS HEALTH INC$706,7020.50%38,366CommonNONE
478160104JNJJOHNSON &JOHNSON$706,1640.50%4,357CommonNONE
595112103MUMICRON TECHNOLOGY INC$700,5970.50%6,755CommonNONE
115236101BROBROWN &BROWN INC$666,1270.47%6,430CommonNONE
427866108HSYThe Hershey Company$652,0520.46%3,400CommonNONE
95040Q104WELLWELLTOWER INC$647,8320.46%5,060CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$587,2920.42%1,276CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$584,8830.42%2,158CommonNONE
595017104MCHPMICROCHIP TECHNOLOGY INC.$535,1640.38%6,665CommonNONE
654106103NKENIKE INC$513,6410.37%5,810CommonNONE
64110L106NFLXNETFLIX INC$473,7920.34%668CommonNONE
756109104OREALTY INCOME CORP$464,2980.33%7,321CommonNONE
464288687PFFISHARES TR$448,2610.32%13,490CommonNONE
464287655IWMISHARES TR$441,8270.31%2,000CommonNONE
63633D104NHINATIONAL HEALTH INVS INC$420,3000.30%5,000CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$405,5560.29%656CommonNONE
464285204IAUISHARES GOLD TR$378,4660.27%7,615CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$354,6960.25%1,791CommonNONE
502175102LTCLTC PPTYS INC$329,1090.23%8,970CommonNONE
79466L302CRMSALESFORCE INC$309,2230.22%1,130CommonNONE
836100107SOUNSoundHound AI, Inc.$308,9580.22%66,300CommonNONE
78409V104SPGIS&P GLOBAL INC$308,0380.22%596CommonNONE
36828A101GEVGE VERNOVA INC$302,9160.22%1,188CommonNONE
17275R102CSCOCISCO SYS INC$290,1920.21%5,453CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$284,1480.20%1,845CommonNONE
803607100SRPTSAREPTA THERAPEUTICS INC$284,1250.20%2,275CommonNONE
285512109EAELECTRONIC ARTS INC$267,3010.19%1,864CommonNONE
054540208ACLSAXCELIS TECHNOLOGIES, INC.$264,9560.19%2,527CommonNONE
464287622IWBISHARES TR$264,7160.19%842CommonNONE
34959E109FTNTFORTINET INC$256,6910.18%3,310CommonNONE
46090E103QQQINVESCO QQQ TR$254,5780.18%522CommonNONE
464287200IVVISHARES TR$254,1720.18%441CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$248,2220.18%505CommonNONE
166764100CVXCHEVRON CORP NEW$244,5230.17%1,660CommonNONE
759530108RELXRELX PLC$237,3000.17%5,000CommonNONE
874054109TTWOTAKE-TWO INTERACTIVE SOFTWAR$229,9500.16%1,496CommonNONE
863667101SYKSTRYKER CORPORATION$221,5650.16%613CommonNONE
532457108LLYELI LILLY &CO$220,6230.16%249CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$217,9020.16%2,482CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.