Benjamin Edwards Inc Purchases in Q2 2025

Benjamin Edwards Inc

  • $7.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.06M
New
$32.66 - $40.75 $100M - $125M
3.06M $124M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
819K
+ 237.71%
$97.29 - $105.63 $79.7M - $86.5M
1.16M $118M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
717K
+ 1753.67%
$72.71 - $82.56 $52.1M - $59.2M
757K $61.8M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
476K
+ 399.38%
$116.93 - $119.39 $55.6M - $56.8M
595K $70.8M
MSFT
Microsoft Corp

Technology
21.7K
+ 7.22%
$354.56 - $497.45 $7.68M - $10.8M
322K $160M
FXF
Invesco Currency Shares Swiss Franc Trust

ETFs
342K
New
$100.45 - $111.8 $34.4M - $38.3M
342K $38.3M
AVGO
Broadcom Inc.

Technology
5.55K
+ 2.22%
$146.29 - $275.65 $812K - $1.53M
255K $70.4M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.24M
+ 24.78%
$21.55 - $22.2 $26.7M - $27.5M
6.24M $138M
NVDA
Nvidia Corp

Technology
24.7K
+ 6.1%
$94.31 - $157.99 $2.33M - $3.91M
430K $67.9M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
168K
+ 851.37%
$121.58 - $136.74 $20.4M - $23M
188K $25.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
310K
+ 24.12%
$45.11 - $52.34 $14M - $16.2M
1.6M $83.6M
XLP
Consumer Staples Sector Spdr

ETFs
230K
+ 517.13%
N/A
274K $20.8M
ACN
Accenture PLC

Technology
52.1K
+ 34.0%
$279.23 - $323.21 $14.5M - $16.8M
205K $61.3M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
148K
+ 26.16%
$66.87 - $79.47 $9.91M - $11.8M
715K $56.8M
INTU
Intuit Inc

Technology
1.98K
+ 3.07%
$544.07 - $787.63 $1.08M - $1.56M
66.5K $52.4M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
138K
+ 3.87%
$17.76 - $22.1 $2.45M - $3.05M
3.71M $82M
CASY
Caseys General Stores Inc

Consumer Cyclical
1.57K
+ 1.22%
$415.82 - $510.91 $654K - $803K
130K $66.4M
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
98.3K
New
$84.34 - $99.49 $8.29M - $9.78M
98.3K $9.71M
GLDM
World Gold Trust

ETFs
92.9K
+ 9.32%
$58.96 - $67.97 $5.48M - $6.32M
1.09M $71.4M
META
Meta Platforms, Inc.

Communication Services
1.07K
+ 2.09%
$484.66 - $738.09 $517K - $788K
52K $38.4M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
435K
+ 363.04%
$20.66 - $20.74 $8.98M - $9.02M
555K $11.5M
CTVA
Corteva, Inc.

Basic Materials
14.8K
+ 2.2%
$55.52 - $74.53 $822K - $1.1M
687K $51.2M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
114K
+ 35.3%
$72.12 - $76.23 $8.21M - $8.68M
436K $33.1M
WMT
Walmart Inc.

Consumer Defensive
5.96K
+ 0.78%
$81.79 - $99.98 $487K - $595K
771K $75.4M
ORCL
Oracle Corp

Technology
3.5K
+ 3.7%
$122.82 - $218.63 $429K - $764K
97.9K $21.4M
NFLX
Netflix Inc

Communication Services
2.05K
+ 17.72%
$855.86 - $1339.13 $1.76M - $2.75M
13.6K $18.3M
NDAQ
Nasdaq, Inc.

Financial Services
7.54K
+ 1.6%
$66.4 - $89.42 $501K - $674K
479K $42.8M
JPM
Jpmorgan Chase & CO

Financial Services
4.01K
+ 3.19%
$210.28 - $289.91 $842K - $1.16M
129K $37.5M
AMZN
Amazon Com Inc

Consumer Cyclical
1.05K
+ 0.5%
$167.32 - $223.3 $176K - $234K
210K $46.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
40.9K
+ 4.21%
$81.46 - $94.63 $3.33M - $3.87M
1.01M $95.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.39K
+ 6.63%
$416.06 - $551.64 $1.41M - $1.87M
54.6K $30.1M
PHM
Pultegroup Inc

Consumer Cyclical
55.8K
+ 2402.54%
$92.02 - $106.54 $5.13M - $5.94M
58.1K $6.13M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
8.64K
+ 54.51%
$456.74 - $568.03 $3.95M - $4.91M
24.5K $13.9M
CRM
Salesforce, Inc.

Technology
20.1K
+ 39.37%
$236.26 - $291.15 $4.74M - $5.84M
71K $19.4M
PM
Philip Morris International Inc.

Consumer Defensive
24.4K
+ 51.82%
$149.23 - $184.95 $3.64M - $4.51M
71.5K $13M
CGDV
Capital Group Divid Value ETF

ETFs
65.4K
+ 8.75%
$31.93 - $39.49 $2.09M - $2.58M
814K $32.1M
IBM
International Business Machines Corp

Technology
1.81K
+ 1.75%
$221.03 - $294.78 $400K - $533K
105K $30.9M
FDT
First Trust Developed Markets

ETFs
70.9K
+ 197.89%
$52.2 - $68.76 $3.7M - $4.88M
107K $7.34M
CGUS
Capital Group Core Equity ETF
101K
+ 27.42%
$29.93 - $36.93 $3.03M - $3.74M
470K $17.4M
COST
Costco Wholesale Corp

Consumer Defensive
1.89K
+ 2.7%
$908.13 - $1056.85 $1.72M - $2M
72K $71.2M
TXN
Texas Instruments Inc

Technology
25.4K
+ 9.72%
N/A
287K $55.8M
CGGR
Capital Group Growth ETF Shs C

ETFs
67K
+ 19.58%
$30.53 - $40.65 $2.05M - $2.72M
409K $16.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
57.6K
+ 49.43%
$83.97 - $92.85 $4.84M - $5.35M
174K $15.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.36K
+ 2.33%
$216.28 - $284.39 $509K - $670K
104K $29.4M
CAT
Caterpillar Inc

Industrials
6.79K
+ 20.09%
$273.94 - $388.21 $1.86M - $2.64M
40.6K $15.8M
SYK
Stryker Corp

Healthcare
2.16K
+ 1.35%
$337.37 - $395.63 $728K - $854K
162K $64.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
44.5K
+ 51.12%
$96.84 - $99.46 $4.31M - $4.43M
132K $13.1M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14.8K
+ 82.46%
$141.37 - $228.57 $2.09M - $3.39M
32.8K $7.42M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
63.6K
+ 317.26%
$56.84 - $65.5 $3.61M - $4.16M
83.6K $5.48M
Activity Summary
Buys All Purchases 811 New Holdings 130 Increased Positions 681 Sells All Sells 303 Reductions 303 Sold out 0 Options Calls 2 Puts 3
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