Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $8.36 Billion
  • Q3 2025

Benjamin Edwards Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.36 Billion distributed in 1926 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $245M, Microsoft Corp with a value of $183M, Spdr Ser Tr Fds Spdr Portfolio with a value of $158M, Spdr Ser Tr Spdr Portfolio Mor with a value of $130M, and Nvidia Corp with a value of $120M.

Examining the 13F form we can see an increase of $914M in the current position value, from $7.45B to 8.36B.

Benjamin Edwards Inc is based out at Clayton, MO

Below you can find more details about Benjamin Edwards Inc portfolio as well as his latest detailed transactions.

Portfolio value $8.36 Billion
ETFs: $3.05 Billion
Technology: $1.35 Billion
Industrials: $728 Million
Financial Services: $605 Million
Healthcare: $545 Million
Consumer Cyclical: $544 Million
Consumer Defensive: $417 Million
Utilities: $301 Million
Other: $768 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.31T
$245 Million 2.93% of portfolio
961,238
Q3 2025 Added 20.48%
$3.7T
$183 Million 2.19% of portfolio
353,683
Q3 2025 Added 9.97%
$0
$158 Million 1.89% of portfolio
3,694,128
Q3 2025 Added 20.6%
$0
$130 Million 1.55% of portfolio
5,779,137
Q3 2025 Reduced 7.32%
$469B
$120 Million 1.44% of portfolio
643,424
Q3 2025 Added 49.64%
$0
$111 Million 1.33% of portfolio
677,124
Q3 2025 Added 3.32%
$0
$107 Million 1.28% of portfolio
1,074,596
Q3 2025 Added 6.08%
$380B
$103 Million 1.23% of portfolio
253,173
Q3 2025 Added 5.84%
$0
$96.2 Million 1.15% of portfolio
934,346
Q3 2025 Reduced 19.72%
$0
$91.6 Million 1.1% of portfolio
3,936,386
Q3 2025 Added 6.12%
$82.7B
$90.5 Million 1.08% of portfolio
731,023
Q3 2025 Added 2.0%
$387B
$89.5 Million 1.07% of portfolio
386,472
Q3 2025 Added 3.23%
$278B
$87 Million 1.04% of portfolio
844,179
Q3 2025 Added 9.45%
$11.6B
$86.4 Million 1.03% of portfolio
1,129,521
Q3 2025 Added 3.67%
$142B
$84 Million 1.0% of portfolio
254,691
Q3 2025 Reduced 0.24%
$0
$83.8 Million 1.0% of portfolio
1,514,054
Q3 2025 Reduced 5.18%
$0
$77.3 Million 0.92% of portfolio
740,084
Q3 2025 Added 14.07%
$19.9B
$75.2 Million 0.9% of portfolio
133,089
Q3 2025 Added 2.35%
$220B
$72.7 Million 0.87% of portfolio
239,156
Q3 2025 Added 2.75%
$526B
$71 Million 0.85% of portfolio
124,901
Q3 2025 Added 11.36%
$35.6B
$71.5 Million 0.85% of portfolio
623,624
Q3 2025 Added 0.86%
$106B
$69.6 Million 0.83% of portfolio
237,226
Q3 2025 Added 1.62%
$489B
$69.1 Million 0.83% of portfolio
613,076
Q3 2025 Added 3.68%
$0
$66.3 Million 0.79% of portfolio
787,690
Q3 2025 Added 11.3%
$2.49T
$63.7 Million 0.76% of portfolio
290,221
Q3 2025 Added 38.12%
$18.3B
$63.6 Million 0.76% of portfolio
183,489
Q3 2025 Added 0.99%
$0
$63.1 Million 0.75% of portfolio
739,235
Q3 2025 Reduced 2.41%
$24.7B
$61.1 Million 0.73% of portfolio
357,969
Q3 2025 Added 1.71%
$348B
$61.2 Million 0.73% of portfolio
398,553
Q3 2025 Added 2.8%
$135B
$60.7 Million 0.73% of portfolio
164,134
Q3 2025 Added 1.29%
$65B
$60.5 Million 0.72% of portfolio
263,693
Q3 2025 Added 2.4%
$11.7B
$59.2 Million 0.71% of portfolio
146,533
Q3 2025 Added 14.09%
$6.02B
$58.3 Million 0.7% of portfolio
1,025,318
Q3 2025 Reduced 1.15%
$177B
$57.8 Million 0.69% of portfolio
296,998
Q3 2025 Added 3.52%
$168B
$57.1 Million 0.68% of portfolio
1,299,682
Q3 2025 Added 2.26%
$192B
$55.2 Million 0.66% of portfolio
331,758
Q3 2025 Reduced 0.34%
$0
$55.4 Million 0.66% of portfolio
605,203
Q3 2025 Added 23.29%
$75.4B
$52.6 Million 0.63% of portfolio
201,753
Q3 2025 Added 3.29%
$258B
$51.6 Million 0.62% of portfolio
215,691
Q3 2025 Added 0.61%
$0
$51.8 Million 0.62% of portfolio
648,042
Q3 2025 Added 6.4%
$155B
$49.1 Million 0.59% of portfolio
199,032
Q3 2025 Reduced 2.98%
$1.67T
$49.6 Million 0.59% of portfolio
203,909
Q3 2025 Added 45.49%
$23.4B
$49.8 Million 0.59% of portfolio
1,014,562
Q3 2025 Reduced 15.95%
$88.2B
$49 Million 0.59% of portfolio
141,519
Q3 2025 Added 1.19%
$46.1B
$48 Million 0.57% of portfolio
709,356
Q3 2025 Added 3.29%
$162B
$47.9 Million 0.57% of portfolio
98,481
Q3 2025 Added 1.82%
$221B
$46.4 Million 0.56% of portfolio
346,766
Q3 2025 Added 3.8%
$23.8B
$47 Million 0.56% of portfolio
337,730
Q3 2025 Added 0.95%
$183B
$46.6 Million 0.56% of portfolio
68,303
Q3 2025 Added 2.68%

Summary

  • Portfolio
  • No. of Stocks 1,926
  • Current Value $8.36 Billion
  • Prior Value $7.45 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 180 stocks
  • Additional Purchases 766 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 312 stocks
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