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Livermore
Livermore
ZHEN

Benchmark Investment Advisors LLC

SEC CIK
0001910971
Latest filing
Aug 12, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
88
−6 vs. Q4 2022
Portfolio value
$97.4M
+$2.71M (+2.9%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Benchmark Investment Advisors LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock28,600$7.94M8.2%−5,966−17.3%ReducedHistory
AAPLApple Inc.Stock37,868$6.24M6.4%−13,214−25.9%ReducedHistory
MSFTMicrosoft CorpStock14,179$4.09M4.2%−2,317−14.0%ReducedHistory
MAMastercard IncStock8,010$2.91M3.0%+2,139+36.4%AddedHistory
GOOGLAlphabet Inc.Stock25,348$2.63M2.7%−362−1.4%ReducedHistory
iShares S&P 500 Value ETF464287408ETF16,232$2.46M2.5%−922−5.4%Reduced–
VVisa Inc.Stock10,882$2.45M2.5%+1,685+18.3%AddedHistory
ADBEAdobe Inc.Stock6,151$2.37M2.4%+20+0.3%AddedHistory
FISVFiserv IncStock20,855$2.36M2.4%−410−1.9%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR23,813$2.22M2.3%−3,782−13.7%ReducedHistory
AMZNAmazon Com IncStock20,608$2.13M2.2%−352−1.7%ReducedHistory
UNHUnitedHealth Group IncStock4,348$2.05M2.1%−218−4.8%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock3,558$2.05M2.1%−107−2.9%ReducedHistory
URIUnited Rentals, Inc.COM5,130$2.03M2.1%+1,665+48.1%AddedHistory
ELVElevance Health, Inc.Stock4,244$1.95M2.0%−210−4.7%ReducedHistory
DVNDevon Energy CorpStock35,420$1.79M1.8%+8,996+34.0%AddedHistory
CDWCDW CorpCOM9,103$1.77M1.8%−1,047−10.3%ReducedHistory
ROPRoper Technologies IncStock3,972$1.75M1.8%−38−0.9%ReducedHistory
DGDollar General CorpCOM8,286$1.74M1.8%−210−2.5%ReducedHistory
Vanguard Real Estate ETF922908553ETF20,837$1.73M1.8%−402−1.9%Reduced–
TSLATesla, Inc.Stock8,107$1.68M1.7%−2,398−22.8%ReducedHistory
HDHome Depot, Inc.Stock5,521$1.63M1.7%−266−4.6%ReducedHistory
CVXChevron CorpStock9,096$1.48M1.5%+1,666+22.4%AddedHistory
KLACKLA CorpCOM NEW3,653$1.46M1.5%+267+7.9%AddedHistory
AVGOBroadcom Inc.Stock2,238$1.44M1.5%−123−5.2%ReducedHistory
AMATApplied Materials IncStock10,309$1.27M1.3%+634+6.6%AddedHistory
PFEPfizer IncStock29,740$1.21M1.2%−670−2.2%ReducedHistory
Vanguard S&P 500 ETF922908363ETF3,042$1.14M1.2%−26−0.8%Reduced–
PANWPalo Alto Networks IncStock5,539$1.11M1.1%−565−9.3%ReducedHistory
JNJJohnson & JohnsonStock7,032$1.09M1.1%−146−2.0%ReducedHistory
LRCXLam Research CorpCOM2,023$1.07M1.1%−40−1.9%ReducedHistory
BKNGBooking Holdings Inc.Stock396$1.05M1.1%−135−25.4%ReducedHistory
iShares Tr464288687PFD AND INCM SEC33,048$1.03M1.1%+5,900+21.7%Added–
IAUiShares Gold TrustETF26,386$986.0K1.0%−7,130−21.3%ReducedHistory
AZOAutoZone IncCOM381$936.6K1.0%−23−5.7%ReducedHistory
PYPLPayPal Holdings, Inc.Stock12,029$913.5K0.9%+869+7.8%AddedHistory
DGXQuest Diagnostics IncCOM6,175$873.6K0.9%00.0%UnchangedHistory
GNRCGenerac Holdings Inc.Stock7,885$851.7K0.9%+606+8.3%AddedHistory
WMTWalmart Inc.Stock5,531$815.5K0.8%+5,531NewHistory
INTCIntel CorpStock24,018$784.7K0.8%00.0%UnchangedHistory
MCKMcKesson CorpStock2,117$753.7K0.8%−64−2.9%ReducedHistory
METAMeta Platforms, Inc.Stock3,515$745.0K0.8%−240−6.4%ReducedHistory
TGTTarget CorpStock4,494$744.4K0.8%−1,349−23.1%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT5,123$740.9K0.8%+25+0.5%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF5,664$733.3K0.8%−334−5.6%Reduced–
EAElectronic Arts Inc.COM5,755$693.1K0.7%−269−4.5%ReducedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF8,168$676.5K0.7%−1,939−19.2%Reduced–
FTNTFortinet, Inc.Stock9,819$652.6K0.7%+3,372+52.3%AddedHistory
ACNAccenture plcStock2,266$647.7K0.7%−933−29.2%ReducedHistory
JPMJPMorgan Chase & CoStock4,589$598.0K0.6%−3,228−41.3%ReducedHistory
ABBVAbbVie Inc.Stock3,620$576.9K0.6%−561−13.4%ReducedHistory
CVSCVS Health CorpStock7,490$556.6K0.6%−10−0.1%ReducedHistory
CNCCentene CorpStock8,315$525.6K0.5%−330−3.8%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM3,640$501.7K0.5%−123−3.3%ReducedHistory
ADSKAutodesk, Inc.COM2,244$467.1K0.5%−10−0.4%ReducedHistory
GEGeneral Electric CoStock4,880$466.5K0.5%00.0%UnchangedHistory
iShares Inc464286319EM MKTS DIV ETF17,872$438.6K0.5%−100−0.6%Reduced–
ORealty Income CorpREIT6,900$436.9K0.4%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock4,000$416.0K0.4%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock3,902$415.1K0.4%−359−8.4%ReducedHistory
QCOMQualcomm IncStock3,212$409.8K0.4%−790−19.7%ReducedHistory
EOGEOG Resources IncStock3,564$408.6K0.4%−1,123−24.0%ReducedHistory
VLOValero Energy CorpStock2,691$375.7K0.4%−229−7.8%ReducedHistory
IBMInternational Business Machines CorpStock2,820$369.6K0.4%−297−9.5%ReducedHistory
WELLWelltower Inc.REIT5,060$362.8K0.4%00.0%UnchangedHistory
ICEIntercontinental Exchange, Inc.Stock3,251$339.0K0.3%−1,851−36.3%ReducedHistory
GLWCorning IncCOM9,515$335.7K0.3%−500−5.0%ReducedHistory
ABNBAirbnb, Inc.Stock2,675$332.8K0.3%−735−21.6%ReducedHistory
NVSNovartis AGADR3,570$328.4K0.3%−62−1.7%ReducedHistory
BRK.BBerkshire Hathaway IncStock1,053$325.1K0.3%−25−2.3%ReducedHistory
CSCOCisco Systems, Inc.Stock6,040$315.7K0.3%−529−8.1%ReducedHistory
LTCLTC Properties IncREIT8,970$315.1K0.3%00.0%UnchangedHistory
MUMicron Technology IncStock5,071$306.0K0.3%−1,193−19.0%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock2,000$293.1K0.3%00.0%UnchangedHistory
iShares Tips Bond ETF464287176ETF2,619$288.7K0.3%−385−12.8%Reduced–
iShares Core S&P 500 ETF464287200ETF671$276.0K0.3%−23−3.3%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF1,748$269.1K0.3%−148−7.8%Reduced–
TTWOTake Two Interactive Software IncCOM2,210$263.7K0.3%+2,210NewHistory
NHINational Health Investors IncCOM5,000$257.9K0.3%00.0%UnchangedHistory
MCHPMicrochip Technology IncStock2,974$249.2K0.3%−3,776−55.9%ReducedHistory
NFLXNetflix IncStock710$245.3K0.3%−630−47.0%ReducedHistory
ADIAnalog Devices IncStock1,199$236.4K0.2%−1,801−60.0%ReducedHistory
TROWPrice T Rowe Group IncStock2,000$225.8K0.2%−78−3.8%ReducedHistory
Vanguard Health Care ETF92204A504ETF917$218.7K0.2%−9−1.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF680$218.2K0.2%+680New–
VZVerizon Communications IncStock5,564$216.4K0.2%−11,397−67.2%ReducedHistory
MDTMedtronic plcStock2,548$205.4K0.2%−388−13.2%ReducedHistory
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM10,000$86.4K0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (9)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Benchmark Investment Advisors LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
CRMSalesforce, Inc.Stock3,985$528.4K0.6%History
CLXClorox CoStock3,300$463.1K0.5%History
RGLDRoyal Gold IncStock3,200$360.7K0.4%History
LYBLyondellBasell Industries N.V.SHS - A -3,570$296.4K0.3%History
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD3,521$264.8K0.3%–
NEENextera Energy IncStock2,637$220.4K0.2%History
SLViShares Silver TrustETF9,600$211.4K0.2%History
GDGeneral Dynamics CorpStock850$210.9K0.2%History
GSGoldman Sachs Group IncStock584$200.7K0.2%History