0001104659-24-061799.txt : 20240515
0001104659-24-061799.hdr.sgml : 20240515
20240515135919
ACCESSION NUMBER: 0001104659-24-061799
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Benchmark Investment Advisors LLC
CENTRAL INDEX KEY: 0001910971
ORGANIZATION NAME:
IRS NUMBER: 475432221
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22259
FILM NUMBER: 24949225
BUSINESS ADDRESS:
STREET 1: 205 N. MICHIGAN AVENUE
STREET 2: SUITE 3770
CITY: CHICAGO
STATE: IL
ZIP: 60601
BUSINESS PHONE: 312-552-7163
MAIL ADDRESS:
STREET 1: 205 N. MICHIGAN AVENUE
STREET 2: SUITE 3770
CITY: CHICAGO
STATE: IL
ZIP: 60601
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001910971
XXXXXXXX
03-31-2024
03-31-2024
false
Benchmark Investment Advisors LLC
205 N. Michigan Avenue
Suite 3770
Chicago
IL
60601
13F HOLDINGS REPORT
028-22259
N
John Swift
jswift@trustbenchmark.com
312-552-7163
/s/ John Swift
Chicago
IL
05-15-2024
0
90
126723151
INFORMATION TABLE
2
infotable.xml
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
547214
1579
SH
SOLE
0
0
1579
ADOBE INC
COM
00724F101
1751971
3472
SH
SOLE
0
0
3472
ADVANCED MICRO DEVICES INC
COM
007903107
231027
1280
SH
SOLE
0
0
1280
ALPHABET INC
CAP STK CL A
02079K305
3840112
25443
SH
SOLE
0
0
25443
ALPHABET INC
CAP STK CL C
02079K107
609040
4000
SH
SOLE
0
0
4000
AMAZON COM INC
COM
023135106
3416938
18943
SH
SOLE
0
0
18943
ANALOG DEVICES INC
COM
032654105
1257025
6355
SH
SOLE
0
0
6355
APPLE INC
COM
037833100
6535734
38114
SH
SOLE
0
0
38114
APPLIED MATLS INC
COM
038222105
2385065
11565
SH
SOLE
0
0
11565
APPLOVIN CORP
COM CL A
03831W108
300415
4340
SH
SOLE
0
0
4340
ARISTA NETWORKS INC
COM
040413106
1329848
4586
SH
SOLE
0
0
4586
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
1118952
1153
SH
SOLE
0
0
1153
AUTOZONE INC
COM
053332102
1235453
392
SH
SOLE
0
0
392
AXCELIS TECHNOLOGIES INC
COM NEW
054540208
474741
4257
SH
SOLE
0
0
4257
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
587887
1398
SH
SOLE
0
0
1398
BOOKING HOLDINGS INC
COM
09857L108
1132838
312
SH
SOLE
0
0
312
BROADCOM INC
COM
11135F101
3384221
2553
SH
SOLE
0
0
2553
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
409720
2000
SH
SOLE
0
0
2000
CADENCE DESIGN SYSTEM INC
COM
127387108
573378
1842
SH
SOLE
0
0
1842
CDW CORP
COM
12514G108
1670636
6532
SH
SOLE
0
0
6532
CHEVRON CORP NEW
COM
166764100
490947
3112
SH
SOLE
0
0
3112
CISCO SYS INC
COM
17275R102
363611
7285
SH
SOLE
0
0
7285
COPART INC
COM
217204106
1513739
26135
SH
SOLE
0
0
26135
DEVON ENERGY CORP NEW
COM
25179M103
804801
16038
SH
SOLE
0
0
16038
DOLLAR GEN CORP NEW
COM
256677105
417290
2674
SH
SOLE
0
0
2674
ELECTRONIC ARTS INC
COM
285512109
360779
2719
SH
SOLE
0
0
2719
ELEVANCE HEALTH INC
COM
036752103
1347109
2598
SH
SOLE
0
0
2598
EOG RES INC
COM
26875P101
230557
1803
SH
SOLE
0
0
1803
FISERV INC
COM
337738108
1902018
11901
SH
SOLE
0
0
11901
FORTINET INC
COM
34959E109
937418
13723
SH
SOLE
0
0
13723
GENERAL ELECTRIC CO
COM NEW
369604301
856586
4880
SH
SOLE
0
0
4880
GRAINGER W W INC
COM
384802104
1418444
1394
SH
SOLE
0
0
1394
HCI GROUP INC
COM
40416E103
308773
2660
SH
SOLE
0
0
2660
Hershey Co
COM
427866108
680750
3500
SH
SOLE
0
0
3500
HOME DEPOT INC
COM
437076102
1013812
2643
SH
SOLE
0
0
2643
INTUITIVE SURGICAL INC
COM NEW
46120E602
205638
515
SH
SOLE
0
0
515
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
781917
4617
SH
SOLE
0
0
4617
INVESCO QQQ TR
UNIT SER 1
46090E103
250840
565
SH
SOLE
0
0
565
iShares Emerging Markets Dividend ETF
EM MKTS DIV ETF
464286319
470148
17972
SH
SOLE
0
0
17972
ISHARES GOLD TR
ISHARES NEW
464285204
357925
8520
SH
SOLE
0
0
8520
ISHARES TR
S&P 500 VAL ETF
464287408
970354
5194
SH
SOLE
0
0
5194
ISHARES TR
PFD AND INCM SEC
464288687
438708
13612
SH
SOLE
0
0
13612
ISHARES TR
CORE S&P500 ETF
464287200
244947
466
SH
SOLE
0
0
466
ISHARES TR
RUS 1000 ETF
464287622
236761
822
SH
SOLE
0
0
822
JOHNSON &JOHNSON
COM
478160104
713851
4513
SH
SOLE
0
0
4513
JPMORGAN CHASE &CO
COM
46625H100
1172410
5853
SH
SOLE
0
0
5853
Kayne Anderson MLP/Midstream Investment Co.
COM
486606106
100100
10000
SH
SOLE
0
0
10000
KLA CORP
COM NEW
482480100
2716132
3888
SH
SOLE
0
0
3888
LAM RESEARCH CORP
COM
512807108
2855340
2939
SH
SOLE
0
0
2939
LTC PPTYS INC
COM
502175102
291615
8970
SH
SOLE
0
0
8970
MASTERCARD INCORPORATED
CL A
57636Q104
2661316
5526
SH
SOLE
0
0
5526
MCKESSON CORP
COM
58155Q103
880872
1641
SH
SOLE
0
0
1641
MERCK &CO INC
COM
58933Y105
576527
4369
SH
SOLE
0
0
4369
META PLATFORMS INC
CL A
30303M102
2823788
5815
SH
SOLE
0
0
5815
MICROCHIP TECHNOLOGY INC.
COM
595017104
1245217
13880
SH
SOLE
0
0
13880
MICROSOFT CORP
COM
594918104
5787212
13755
SH
SOLE
0
0
13755
NATIONAL HEALTH INVS INC
COM
63633D104
314150
5000
SH
SOLE
0
0
5000
NETFLIX INC
COM
64110L106
444566
732
SH
SOLE
0
0
732
NIKE INC
CL B
654106103
546054
5810
SH
SOLE
0
0
5810
Nuveen Preferred Income Opportunities Fund
COM
67073B106
632720
88000
SH
SOLE
0
0
88000
NVIDIA CORPORATION
COM
67066G104
23997473
26559
SH
SOLE
0
0
26559
PALO ALTO NETWORKS INC
COM
697435105
2341799
8242
SH
SOLE
0
0
8242
PARKER-HANNIFIN CORP
COM
701094104
1535410
2763
SH
SOLE
0
0
2763
REALTY INCOME CORP
COM
756109104
401476
7421
SH
SOLE
0
0
7421
RELX PLC
SPONSORED ADR
759530108
216450
5000
SH
SOLE
0
0
5000
ROPER TECHNOLOGIES INC
COM
776696106
1586365
2829
SH
SOLE
0
0
2829
S&P GLOBAL INC
COM
78409V104
551983
1297
SH
SOLE
0
0
1297
SALESFORCE INC
COM
79466L302
338828
1125
SH
SOLE
0
0
1125
SAREPTA THERAPEUTICS INC
COM
803607100
308115
2380
SH
SOLE
0
0
2380
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
311012
2105
SH
SOLE
0
0
2105
SELECT SECTOR SPDR TR
ENERGY
81369Y506
258196
2735
SH
SOLE
0
0
2735
SIREN ETF TR
DIVCN LDRS ETF
829658301
214364
3244
SH
SOLE
0
0
3244
SMITH A O CORP
COM
831865209
560519
6266
SH
SOLE
0
0
6266
SPDR SER TR
S&P REGL BKG
78464A698
1604614
31914
SH
SOLE
0
0
31914
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
512978
5588
SH
SOLE
0
0
5588
STRYKER CORPORATION
COM
863667101
219045
612
SH
SOLE
0
0
612
SYNOPSYS INC
COM
871607107
1799654
3149
SH
SOLE
0
0
3149
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
2474655
18189
SH
SOLE
0
0
18189
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
603463
4064
SH
SOLE
0
0
4064
TESLA INC
COM
88160R101
706280
4018
SH
SOLE
0
0
4018
THERMO FISHER SCIENTIFIC INC
COM
883556102
910334
1566
SH
SOLE
0
0
1566
UBER TECHNOLOGIES INC
COM
90353T100
2428573
31544
SH
SOLE
0
0
31544
UNITED RENTALS INC
COM
911363109
2905098
4029
SH
SOLE
0
0
4029
UNITEDHEALTH GROUP INC
COM
91324P102
1501124
3034
SH
SOLE
0
0
3034
VALERO ENERGY CORP
COM
91913Y100
231791
1358
SH
SOLE
0
0
1358
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1158080
2409
SH
SOLE
0
0
2409
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
880413
10181
SH
SOLE
0
0
10181
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
319900
1752
SH
SOLE
0
0
1752
VISA INC
COM CL A
92826C839
2214396
7935
SH
SOLE
0
0
7935
WELLTOWER INC
COM
95040Q104
472806
5060
SH
SOLE
0
0
5060