Portfolio (Quarterly)
Guide ↗
Benchmark Investment Advisors LLC
· CIK 0001910971| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MRK | MERCK &CO INC | Healthcare | 13,545 | $1.2M | 0.69% | SOLD |
| 2 | FISV | FISERV INC | Technology | 8,254 | $1.1M | 0.62% | SOLD |
| 3 | SNPS | SYNOPSYS INC | Technology | 1,925 | $950K | 0.55% | SOLD |
| 4 | CDW | CDW CORP | Technology | 4,013 | $639K | 0.37% | SOLD |
| 5 | GOOG | ALPHABET INC C | Communication Services | 2,264 | $551K | 0.32% | SOLD |
| 6 | SPGI | S&P GLOBAL INC | Financial Services | 638 | $311K | 0.18% | SOLD |
| 7 | KRE | SPDR SERIES TRUST | — | 4,721 | $299K | 0.17% | SOLD |
| 8 | CSCO | CISCO SYS INC | Technology | 3,764 | $258K | 0.15% | SOLD |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | — | 943 | $203K | 0.12% | SOLD |
Sector Allocation
Technology
58.9%
Industrials
11.6%
Communication Services
10.6%
Financial Services
7.7%
Consumer Cyclical
5.4%
Healthcare
2.1%
Basic Materials
1.6%
Real Estate
1.3%
Utilities
0.7%