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Size ($ in 1000's)
At 12/31/2023: $1,160,473 At 09/30/2023: $98,988
Benchmark Investment Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Benchmark Investment Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Benchmark Investment Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Benchmark Investment Advisors LLC.
In the Benchmark Investment Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Benchmark Investment Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Benchmark Investment Advisors LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (SGOV) |
785,744 |
+785,744 |
$78,787 | SGOV | 785,744 | +785,744 | $78,787 | SPDR SER TR (BIL) |
832,553 |
+832,553 |
$76,087 | BIL | 832,553 | +832,553 | $76,087 | SELECT SECTOR SPDR TR (XLK) |
267,343 |
+267,343 |
$51,458 | XLK | 267,343 | +267,343 | $51,458 | ISHARES TR (IVV) |
89,102 |
+88,494 |
$42,558 | IVV | 89,102 | +88,494 | $42,558 | SIMPLIFY EXCHANGE TRADED FUN (TUA) |
1,742,146 |
+1,742,146 |
$40,331 | TUA | 1,742,146 | +1,742,146 | $40,331 | VANGUARD INDEX FDS (VUG) |
121,132 |
+121,132 |
$37,657 | VUG | 121,132 | +121,132 | $37,657 | VANGUARD INDEX FDS (VOO) |
84,510 |
+81,986 |
$36,914 | VOO | 84,510 | +81,986 | $36,914 | SELECT SECTOR SPDR TR (XLY) |
139,730 |
+139,730 |
$24,985 | XLY | 139,730 | +139,730 | $24,985 | ISHARES TR (IEFA) |
338,373 |
+338,373 |
$23,805 | IEFA | 338,373 | +338,373 | $23,805 | ISHARES TR (IUSB) |
480,265 |
+480,265 |
$22,126 | IUSB | 480,265 | +480,265 | $22,126 | SELECT SECTOR SPDR TR (XLC) |
299,957 |
+299,957 |
$21,795 | XLC | 299,957 | +299,957 | $21,795 | SELECT SECTOR SPDR TR (XLV) |
159,420 |
+154,941 |
$21,742 | XLV | 159,420 | +154,941 | $21,742 | ISHARES TR (SHY) |
233,447 |
+233,447 |
$19,152 | SHY | 233,447 | +233,447 | $19,152 | ISHARES TR (IUSV) |
221,451 |
+221,451 |
$18,675 | IUSV | 221,451 | +221,451 | $18,675 | ISHARES TR (EMB) |
209,414 |
+209,414 |
$18,650 | EMB | 209,414 | +209,414 | $18,650 | APPLE INC |
88,868 |
+49,608 |
$17,110 | AAPL | 88,868 | +49,608 | $17,110 | ISHARES TR (USHY) |
436,198 |
+436,198 |
$15,856 | USHY | 436,198 | +436,198 | $15,856 | SELECT SECTOR SPDR TR (XLF) |
410,115 |
+410,115 |
$15,420 | XLF | 410,115 | +410,115 | $15,420 | SELECT SECTOR SPDR TR (XLI) |
133,904 |
+133,904 |
$15,264 | XLI | 133,904 | +133,904 | $15,264 | INVESCO QQQ TR |
33,529 |
+32,849 |
$13,731 | QQQ | 33,529 | +32,849 | $13,731 | ISHARES TR (IEF) |
142,246 |
+142,246 |
$13,711 | IEF | 142,246 | +142,246 | $13,711 | VANGUARD SCOTTSDALE FDS (VCIT) |
162,069 |
+162,069 |
$13,173 | VCIT | 162,069 | +162,069 | $13,173 | ISHARES TR (TLT) |
130,214 |
+130,214 |
$12,876 | TLT | 130,214 | +130,214 | $12,876 | SELECT SECTOR SPDR TR (XLP) |
169,748 |
+169,748 |
$12,227 | XLP | 169,748 | +169,748 | $12,227 | ISHARES TR (MBB) |
123,910 |
+123,910 |
$11,657 | MBB | 123,910 | +123,910 | $11,657 | VANGUARD CHARLOTTE FDS (BNDX) |
218,035 |
+218,035 |
$10,763 | BNDX | 218,035 | +218,035 | $10,763 | ISHARES TR (QUAL) |
72,690 |
+72,690 |
$10,696 | QUAL | 72,690 | +72,690 | $10,696 | ALPHABET INC |
72,237 |
+68,237 |
$10,180 | GOOG | 72,237 | +68,237 | $10,180 | SPROTT FDS TR |
202,437 |
+202,437 |
$9,772 | URNM | 202,437 | +202,437 | $9,772 | INNOVATOR ETFS TR (UJUN) |
319,885 |
+319,885 |
$9,614 | UJUN | 319,885 | +319,885 | $9,614 | SELECT SECTOR SPDR TR (XLE) |
113,422 |
+106,049 |
$9,509 | XLE | 113,422 | +106,049 | $9,509 | ENTERPRISE PRODS PARTNERS L |
354,963 |
+354,963 |
$9,353 | EPD | 354,963 | +354,963 | $9,353 | ISHARES TR (TLH) |
82,895 |
+82,895 |
$8,974 | TLH | 82,895 | +82,895 | $8,974 | ISHARES TR (EFV) |
172,163 |
+172,163 |
$8,970 | EFV | 172,163 | +172,163 | $8,970 | ISHARES INC (IEMG) |
177,303 |
+177,303 |
$8,968 | IEMG | 177,303 | +177,303 | $8,968 | SPDR S&P 500 ETF TR (SPY) |
18,499 |
+18,499 |
$8,793 | SPY | 18,499 | +18,499 | $8,793 | BERKSHIRE HATHAWAY INC DEL |
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$7,685 | BRK.B | 21,546 | +20,518 | $7,685 | MICROSOFT CORP |
20,106 |
+6,553 |
$7,561 | MSFT | 20,106 | +6,553 | $7,561 | PROSHARES TR (BITO) |
361,483 |
+361,483 |
$7,407 | BITO | 361,483 | +361,483 | $7,407 | PROSHARES TR II (BOIL) |
253,727 |
+253,727 |
$7,216 | BOIL | 253,727 | +253,727 | $7,216 | INNOVATOR ETFS TR (POCT) |
194,793 |
+194,793 |
$7,036 | POCT | 194,793 | +194,793 | $7,036 | ANTERO RESOURCES CORP |
307,480 |
+307,480 |
$6,974 | AR | 307,480 | +307,480 | $6,974 | ISHARES TR (TFLO) |
132,955 |
+132,955 |
$6,710 | TFLO | 132,955 | +132,955 | $6,710 | CLOUDFLARE INC |
78,467 |
+78,467 |
$6,533 | NET | 78,467 | +78,467 | $6,533 | VANGUARD INDEX FDS (VTI) |
27,337 |
+27,337 |
$6,485 | VTI | 27,337 | +27,337 | $6,485 | ISHARES TR (IYW) |
52,559 |
+52,559 |
$6,452 | IYW | 52,559 | +52,559 | $6,452 | SCHWAB STRATEGIC TR |
79,355 |
+79,355 |
$6,041 | SCHD | 79,355 | +79,355 | $6,041 | OCCIDENTAL PETE CORP |
96,970 |
+96,970 |
$5,790 | OXY | 96,970 | +96,970 | $5,790 | QUALYS INC |
29,095 |
+29,095 |
$5,711 | QLYS | 29,095 | +29,095 | $5,711 | AGNC INVT CORP |
566,864 |
+566,864 |
$5,561 | AGNC | 566,864 | +566,864 | $5,561 |
See Full List: All Stocks Held By Benchmark Investment Advisors LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Benchmark Investment Advisors LLC
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