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| Name: |
Benchmark Investment Advisors LLC |
| City: |
Chicago |
| State: |
IL |
| Zip: |
60601 |
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data |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
4 |
- |
$519.81 |
$42,558,000 |
89,102 |
3.67% |
42,297,000 |
88,494 |
0.001 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
7 |
- |
$475.42 |
$36,914,000 |
84,510 |
3.18% |
35,923,000 |
81,986 |
0.009 |
Closed - End Fund - E... |
|
|
XLV |
SPDR Select Sector Health |
12 |
- |
$142.08 |
$21,742,000 |
159,420 |
1.87% |
21,165,000 |
154,941 |
0.007 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
16 |
- |
$182.74 |
$17,110,000 |
88,868 |
1.47% |
10,388,000 |
49,608 |
0.001 |
Personal Computers |
|
|
QQQ |
Invesco QQQ Trust Series I |
20 |
- |
$440.06 |
$13,731,000 |
33,529 |
1.18% |
13,487,000 |
32,849 |
0.007 |
Closed - End Fund - Debt |
|
|
GOOG |
Alphabet Inc |
28 |
- |
$171.16 |
$10,180,000 |
72,237 |
0.88% |
9,653,000 |
68,237 |
0.001 |
Search Engines & Info... |
|
|
XLE |
SPDR Energy Sector |
31 |
- |
$93.10 |
$9,509,000 |
113,422 |
0.82% |
8,843,000 |
106,049 |
0.004 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
37 |
- |
$406.37 |
$7,685,000 |
21,546 |
0.66% |
7,325,000 |
20,518 |
0.002 |
Property & Casualty I... |
|
|
MSFT |
Microsoft Corp |
38 |
- |
$410.54 |
$7,561,000 |
20,106 |
0.65% |
3,282,000 |
6,553 |
0 |
Application Software |
|
|
FB |
Meta Platforms Inc |
55 |
- |
$472.60 |
$5,053,000 |
14,277 |
0.44% |
3,521,000 |
9,174 |
0.001 |
Internet Service Prov... |
|
|
TIP |
iShares Lehman TIPS Bond |
60 |
- |
$105.84 |
$4,299,000 |
39,991 |
0.37% |
4,299,000 |
39,991 |
0.002 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
87 |
- |
$179.14 |
$2,470,000 |
14,497 |
0.21% |
2,201,000 |
12,763 |
0.004 |
Closed - End Fund - Debt |
|
|
CSCO |
Cisco Systems Inc |
89 |
- |
$48.00 |
$2,215,000 |
43,835 |
0.19% |
1,785,000 |
35,831 |
0.001 |
Networking & Communic... |
|
|
FTNT |
Fortinet Inc |
91 |
- |
$59.63 |
$2,177,000 |
37,188 |
0.19% |
841,000 |
14,424 |
0.005 |
Computer Peripherals |
|
|
ABBV |
Abbvie Inc. |
104 |
- |
$160.45 |
$1,610,000 |
10,391 |
0.14% |
914,000 |
5,719 |
0.001 |
Drug Manufacturers - ... |
|
|
IBM |
International Business Mach... |
106 |
- |
$169.90 |
$1,505,000 |
9,204 |
0.13% |
1,505,000 |
9,204 |
0.001 |
Diversified Computer ... |
|
|
TSLA |
Tesla Motors Inc |
107 |
- |
$177.81 |
$1,489,000 |
5,992 |
0.13% |
63,000 |
294 |
0 |
Auto Manufacturers |
|
|
MRK |
Merck & Co Inc |
120 |
- |
$131.20 |
$1,229,000 |
11,275 |
0.11% |
866,000 |
7,748 |
0 |
Drug Manufacturers - ... |
|
|
LMT |
Lockheed Martin Corp |
123 |
- |
$466.16 |
$1,060,000 |
2,339 |
0.09% |
351,000 |
605 |
0.001 |
Aerospace/Defense - M... |
|
|
JNJ |
Johnson & Johnson |
124 |
- |
$148.95 |
$1,056,000 |
6,734 |
0.09% |
378,000 |
2,382 |
0 |
Drug Manufacturers - ... |
|
|
VZ |
Verizon Communications Inc |
149 |
- |
$39.48 |
$737,000 |
19,551 |
0.06% |
537,000 |
13,368 |
0 |
Telecom Services - Do... |
|
|
DVYE |
Ishares Emerging Markets Di... |
199 |
- |
$27.06 |
$479,000 |
18,072 |
0.04% |
56,000 |
300 |
0.102 |
N/A |
|
|
NFLX |
Netflix Inc |
249 |
- |
$609.47 |
$295,000 |
606 |
0.03% |
84,000 |
48 |
0 |
Music & Video Stores |
|
|
PFE |
Pfizer Inc |
301 |
- |
$28.27 |
$203,000 |
7,049 |
0.02% |
203,000 |
7,049 |
0 |
Drug Manufacturers - ... |
|
|
CVS |
CVS/Caremark Corp |
305 |
- |
$54.91 |
$200,000 |
2,537 |
0.02% |
200,000 |
2,537 |
0 |
Drug Stores |
|
