Benjamin Edwards Inc Purchases in Q1 2025

Benjamin Edwards Inc

  • $6.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
12.9K
+ 16.16%
$24.1 - $24.34 $312K - $315K
93.1K $2.27M
IAU
Ishares Gold Trust

ETFs
3.27K
+ 21.63%
$49.74 - $58.96 $163K - $193K
18.4K $1.08M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
802
+ 17.19%
$80.53 - $147.57 $64.6K - $118K
5.47K $722K
MMM
3 M CO

Industrials
148
+ 0.86%
$129.7 - $155.12 $19.2K - $23K
17.3K $2.54M
DOLE
Dole PLC

Consumer Defensive
15.4K
+ 13.97%
$12.31 - $14.86 $190K - $229K
126K $1.82M
PLUS
Eplus Inc

Technology
5.25K
New
$61.03 - $82.23 $320K - $432K
5.25K $320K
IEF
Ishares Barclays

ETFs
3.35K
New
$91.17 - $95.39 $305K - $319K
3.35K $319K
JHMB
John Hancock Exchange Traded

ETFs
14.5K
New
$21.17 - $22.05 $307K - $320K
14.5K $317K
CNC
Centene Corp

Healthcare
5.23K
New
$55.93 - $65.89 $293K - $345K
5.23K $317K
QINT
American Centy ETF Tr Quality

ETFs
6.02K
New
$47.52 - $53.84 $286K - $324K
6.02K $311K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.55K
+ 33.66%
$81.83 - $82.73 $290K - $294K
14.1K $1.17M
META
Meta Platforms, Inc.

Communication Services
1.67K
+ 3.39%
$576.36 - $736.67 $964K - $1.23M
51K $29.4M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
6.94K
New
$40.55 - $48.43 $281K - $336K
6.94K $298K
OXY
Occidental Petroleum Corp

Energy
6K
New
$45.45 - $52.7 $273K - $316K
6K $296K
MELI
Mercadolibre Inc

Consumer Cyclical
51
+ 6.52%
$1739.0 - $2260.0 $88.7K - $115K
833 $1.63M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.12K
+ 2.92%
$66.9 - $71.57 $142K - $152K
74.9K $5.28M
SNY
Sanofi

Healthcare
3.09K
+ 18.47%
$48.15 - $59.42 $149K - $184K
19.8K $1.1M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
12.3K
New
$22.42 - $23.22 $276K - $286K
12.3K $283K
ASML
Asml Holding Nv

Technology
557
+ 19.88%
$662.63 - $776.99 $369K - $433K
3.36K $2.23M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
8.28K
+ 4.55%
$24.21 - $25.09 $201K - $208K
190K $4.76M
ITRI
Itron, Inc.

Technology
2.68K
New
$92.6 - $110.29 $248K - $295K
2.68K $280K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
5.5K
+ 36.72%
$50.03 - $50.27 $275K - $276K
20.5K $1.03M
FE
Firstenergy Corp

Utilities
6.84K
New
$37.95 - $43.5 $260K - $297K
6.84K $276K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.39K
+ 4.8%
$20.1 - $20.8 $189K - $195K
205K $4.26M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.74K
New
$45.92 - $47.58 $264K - $273K
5.74K $272K
MPWR
Monolithic Power Systems Inc

Technology
486
+ 48.55%
$565.7 - $720.25 $275K - $350K
1.49K $862K
NGG
National Grid PLC

Utilities
2.3K
+ 12.23%
$56.13 - $65.61 $129K - $151K
21.1K $1.39M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.29K
New
$96.27 - $116.36 $220K - $266K
2.29K $266K
DGX
Quest Diagnostics Inc

Healthcare
1.92K
+ 41.13%
N/A
6.6K $904K
FLEX
Flex Ltd.

Technology
7.81K
New
$32.92 - $44.46 $257K - $347K
7.81K $258K
BSX
Boston Scientific Corp

Healthcare
815
+ 5.44%
$89.38 - $106.18 $72.8K - $86.5K
15.8K $1.59M
STKS
One Group Hospitality, Inc.

Consumer Cyclical
84.3K
New
$2.45 - $3.89 $207K - $328K
84.3K $252K
DHI
Horton D R Inc

Consumer Cyclical
6.72K
+ 14.15%
$125.29 - $147.65 $842K - $992K
54.2K $6.89M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
9.47K
+ 33.86%
$29.02 - $34.76 $275K - $329K
37.4K $1.14M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
6.35K
New
$37.87 - $39.86 $240K - $253K
6.35K $242K
CTRE
Care Trust Reit, Inc.

Real Estate
3.79K
+ 4.4%
$24.93 - $29.13 $94.6K - $111K
90.1K $2.58M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8.7K
New
$27.8 - $39.18 $242K - $341K
8.7K $241K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.72K
+ 53.26%
$25.77 - $27.6 $225K - $241K
25.1K $667K
JHMM
John Hancock Multifactor Mid C

ETFs
4.7K
+ 38.84%
$55.69 - $63.12 $262K - $297K
16.8K $962K
LNC
Lincoln National Corp

Financial Services
1.57K
+ 3.62%
$30.06 - $39.23 $47.2K - $61.6K
44.9K $1.61M
FSIG
First Tr ETF Iv LTD Duration I
12.1K
+ 9.42%
$18.74 - $19.04 $226K - $230K
140K $2.65M
RYAAY
Ryanair Holdings PLC

Industrials
5.62K
New
$41.54 - $50.08 $233K - $281K
5.62K $237K
PI
Impinj Inc

Technology
2.62K
New
$87.73 - $152.24 $230K - $399K
2.62K $237K
TTWO
Take Two Interactive Software Inc

Communication Services
912
+ 45.58%
$178.61 - $217.95 $163K - $199K
2.91K $603K
DWLD
Davis Fundamental ETF Tr

ETFs
4.86K
+ 14.41%
$35.32 - $39.55 $172K - $192K
38.6K $1.46M
VTWO
Vanguard Russell 2000 ETF

ETFs
2.81K
New
$80.08 - $92.93 $225K - $261K
2.81K $226K
VO
Vanguard Mid Cap ETF

ETFs
2.12K
+ 3.56%
$251.87 - $277.95 $534K - $589K
61.7K $16M
JHG
Janus Henderson Group PLC

Financial Services
6.07K
New
$35.98 - $45.94 $219K - $279K
6.07K $219K
OUNZ
Van Eck Merk Gold Trust

ETFs
7.24K
New
$25.41 - $30.14 $184K - $218K
7.24K $218K
Activity Summary
Buys All Purchases 601 New Holdings 72 Increased Positions 529 Sells All Sells 436 Reductions 436 Sold out 0 Options Calls 2 Puts 0
Track This Portfolio

Track Benjamin Edwards Inc Portfolio

Follow Benjamin Edwards Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email