0001104659-24-061803.txt : 20240515 0001104659-24-061803.hdr.sgml : 20240515 20240515140138 ACCESSION NUMBER: 0001104659-24-061803 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-22259 FILM NUMBER: 24949250 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001910971 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT 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 84 107904862
INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 713379 4603 SH SOLE 0 0 4603 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 696254 1984 SH SOLE 0 0 1984 ADOBE INC COM 00724F101 2364326 3963 SH SOLE 0 0 3963 ALPHABET INC CAP STK CL A 02079K305 3578439 25617 SH SOLE 0 0 25617 ALPHABET INC CAP STK CL C 02079K107 563720 4000 SH SOLE 0 0 4000 AMAZON COM INC COM 023135106 2880630 18959 SH SOLE 0 0 18959 ANALOG DEVICES INC COM 032654105 1536970 7741 SH SOLE 0 0 7741 APPLE INC COM 037833100 7547241 39200 SH SOLE 0 0 39200 APPLIED MATLS INC COM 038222105 1828396 11282 SH SOLE 0 0 11282 ARISTA NETWORKS INC COM 040413106 658250 2795 SH SOLE 0 0 2795 AUTOZONE INC COM 053332102 1003222 388 SH SOLE 0 0 388 AXCELIS TECHNOLOGIES INC COM NEW 054540208 539121 4157 SH SOLE 0 0 4157 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 561740 1575 SH SOLE 0 0 1575 BOOKING HOLDINGS INC COM 09857L108 1174130 331 SH SOLE 0 0 331 BROADCOM INC COM 11135F101 3065601 2746 SH SOLE 0 0 2746 BROADRIDGE FINL SOLUTIONS IN COM 11133T103 411500 2000 SH SOLE 0 0 2000 CADENCE DESIGN SYSTEM INC COM 127387108 449138 1649 SH SOLE 0 0 1649 CDW CORP COM 12514G108 1502698 6610 SH SOLE 0 0 6610 CHEVRON CORP NEW COM 166764100 766364 5138 SH SOLE 0 0 5138 CISCO SYS INC COM 17275R102 436017 8631 SH SOLE 0 0 8631 COPART INC COM 217204106 852404 17396 SH SOLE 0 0 17396 DEVON ENERGY CORP NEW COM 25179M103 1032317 22788 SH SOLE 0 0 22788 DOLLAR GEN CORP NEW COM 256677105 562402 4137 SH SOLE 0 0 4137 ELECTRONIC ARTS INC COM 285512109 384913 2813 SH SOLE 0 0 2813 ELEVANCE HEALTH INC COM 036752103 1919317 4070 SH SOLE 0 0 4070 EOG RES INC COM 26875P101 272057 2249 SH SOLE 0 0 2249 FISERV INC COM 337738108 2508418 18883 SH SOLE 0 0 18883 FORTINET INC COM 34959E109 1454119 24844 SH SOLE 0 0 24844 GENERAL ELECTRIC CO COM NEW 369604301 622834 4880 SH SOLE 0 0 4880 GRAINGER W W INC COM 384802104 916718 1106 SH SOLE 0 0 1106 HCI GROUP INC COM 40416E103 232484 2660 SH SOLE 0 0 2660 HERSHEY CO COM COM 427866108 652540 3500 SH SOLE 0 0 3500 HOME DEPOT INC COM 437076102 945304 2728 SH SOLE 0 0 2728 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 782095 4956 SH SOLE 0 0 4956 INVESCO QQQ TR UNIT SER 1 46090E103 280466 685 SH SOLE 0 0 685 ISHARES GOLD TR ISHARES NEW 464285204 342293 8770 SH SOLE 0 0 8770 ISHARES INC EMERGING MARKETS DIVID ETF PFD AND INCM SEC 464286319 478727 18072 SH SOLE 0 0 18072 ISHARES TR S&P 500 VAL ETF 464287408 1789051 10288 SH SOLE 0 0 10288 ISHARES TR PFD AND INCM SEC 464288687 482002 15454 SH SOLE 0 0 15454 ISHARES TR CORE S&P500 ETF 464287200 257720 540 SH SOLE 0 0 540 ISHARES TR RUS 1000 ETF 464287622 215578 822 SH SOLE 0 0 822 JOHNSON &JOHNSON COM 478160104 633899 4044 SH SOLE 0 0 4044 JPMORGAN CHASE &CO COM 46625H100 830478 4882 SH SOLE 0 0 4882 KAYNE ANDERSON ENERGY INFRASTRUCTURE FD INC COM COM 486606106 87800 10000 SH SOLE 0 0 10000 KLA CORP COM NEW 482480100 2199810 3784 SH SOLE 0 0 3784 LAM RESEARCH CORP COM 512807108 2177149 2780 SH SOLE 0 0 2780 LOCKHEED MARTIN CORP COM 539830109 467201 1031 SH SOLE 0 0 1031 LTC PPTYS INC COM 502175102 288116 8970 SH SOLE 0 0 8970 MASTERCARD INCORPORATED CL A 57636Q104 2358971 5531 SH SOLE 0 0 5531 MCKESSON CORP COM 58155Q103 742108 1603 SH SOLE 0 0 1603 MERCK &CO INC COM 58933Y105 385704 3538 SH SOLE 0 0 3538 META PLATFORMS INC CL A 30303M102 1976159 5583 SH SOLE 0 0 5583 MICROCHIP TECHNOLOGY INC. COM 595017104 1584271 17568 SH SOLE 0 0 17568 MICROSOFT CORP COM 594918104 5144716 13681 SH SOLE 0 0 13681 NATIONAL HEALTH INVS INC COM 63633D104 279250 5000 SH SOLE 0 0 5000 NETFLIX INC COM 64110L106 294562 605 SH SOLE 0 0 605 NOVARTIS AG SPONSORED ADR 66987V109 273063 2704 SH SOLE 0 0 2704 NVIDIA CORPORATION COM 67066G104 13393821 27046 SH SOLE 0 0 27046 PALO ALTO NETWORKS INC COM 697435105 2556610 8670 SH SOLE 0 0 8670 PARKER-HANNIFIN CORP COM 701094104 1145232 2486 SH SOLE 0 0 2486 REALTY INCOME CORP COM 756109104 426114 7421 SH SOLE 0 0 7421 ROPER TECHNOLOGIES INC COM 776696106 1495015 2742 SH SOLE 0 0 2742 S&P GLOBAL INC COM 78409V104 298474 678 SH SOLE 0 0 678 SALESFORCE INC COM 79466L302 342871 1303 SH SOLE 0 0 1303 SAREPTA THERAPEUTICS INC COM 803607100 256986 2665 SH SOLE 0 0 2665 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 641600 4705 SH SOLE 0 0 4705 SELECT SECTOR SPDR TR ENERGY 81369Y506 437259 5215 SH SOLE 0 0 5215 SPDR S&P 500 ETF TR TR UNIT 78462F103 207097 436 SH SOLE 0 0 436 SYNOPSYS INC COM 871607107 1553483 3017 SH SOLE 0 0 3017 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2509033 24125 SH SOLE 0 0 24125 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 555921 3454 SH SOLE 0 0 3454 TARGET CORP COM 87612E106 218193 1532 SH SOLE 0 0 1532 TESLA INC COM 88160R101 1371610 5520 SH SOLE 0 0 5520 THERMO FISHER SCIENTIFIC INC COM 883556102 1029749 1940 SH SOLE 0 0 1940 UBER TECHNOLOGIES INC COM 90353T100 1731595 28124 SH SOLE 0 0 28124 UNITED RENTALS INC COM 911363109 2206802 3848 SH SOLE 0 0 3848 UNITEDHEALTH GROUP INC COM 91324P102 1762297 3347 SH SOLE 0 0 3347 VALERO ENERGY CORP COM 91913Y100 317857 2445 SH SOLE 0 0 2445 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1111466 2545 SH SOLE 0 0 2545 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 256894 2907 SH SOLE 0 0 2907 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 298212 1750 SH SOLE 0 0 1750 VERIZON COMMUNICATIONS INC COM 92343V104 253324 6719 SH SOLE 0 0 6719 VISA INC COM CL A 92826C839 2086935 8016 SH SOLE 0 0 8016 WELLTOWER INC COM 95040Q104 456260 5060 SH SOLE 0 0 5060