• 13F History

Benchmark Investment Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$154M
Signature - Title
John Swift - jswift@trustbenchmark.com
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by Benchmark Investment Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Benchmark Investment Advisors LLC reported 86 stock holdings with total value $154M as of Q4 2024. Top holdings included NVDA, MSFT, AVGO, APP, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 86 $154M +$22.3M -$15.2M +$7.11M NVDA, MSFT, AVGO, APP, AAPL 13F-HR 2/13/2025, 09:12 AM
Q3 2024 86 $140M +$12.8M -$9.05M +$3.72M NVDA, MSFT, AAPL, AVGO, GOOGL 13F-HR 11/13/2024, 02:32 PM
Q2 2024 89 $138M +$38M -$11.3M +$26.7M NVDA, MSFT, GOOGL, AAPL, AVGO 13F-HR 8/12/2024, 12:51 PM
Q1 2024 90 $127M +$10.3M -$11.6M -$1.29M NVDA, AAPL, MSFT, GOOGL, AMZN 13F-HR 5/15/2024, 01:59 PM
Q4 2023 84 $108M +$6.55M -$10.6M -$4.08M NVDA, AAPL, MSFT, GOOGL, AVGO Restatement 5/15/2024, 02:01 PM
Q3 2023 93 $99M +$5.01M -$11.4M -$6.43M NVDA, AAPL, MSFT, GOOGL, ADBE 13F-HR 11/14/2023, 03:03 PM
Q2 2023 95 $108M +$8.71M -$8.97M -$265K NVDA, AAPL, MSFT, ADBE, GOOGL 13F-HR 8/11/2023, 07:39 PM
Q1 2023 88 $97.4M +$4.58M -$10.8M -$6.19M NVDA, AAPL, MSFT, MA, GOOGL 13F-HR 5/12/2023, 08:57 PM
Q4 2022 94 $94.7M +$6.8M -$7.47M -$671K AAPL, NVDA, MSFT, IVE, UNH 13F-HR 2/21/2023, 01:27 PM
Q3 2022 94 $92.8M +$15.2M -$6.26M +$8.92M AAPL, NVDA, MSFT, TSLA, GOOGL 13F-HR 11/14/2022, 02:03 PM
Q2 2022 91 $95.9M +$13M -$5.82M +$7.22M AAPL, MSFT, NVDA, IVE, GOOGL 13F-HR 8/8/2022, 03:23 PM
Q1 2022 149 $133M +$29.1M -$5.58M +$23.6M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 5/16/2022, 02:23 PM
Q4 2021 101 $121M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 2/16/2022, 03:37 PM