Benjamin Edwards Inc Reduced Holdings in Q3 2025

Benjamin Edwards Inc

  • $8.36 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-315K
- 53.01%
$117.65 - $120.08 $37.1M - $37.9M
280K $33.4M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-229K
- 19.72%
$98.52 - $103.93 $22.6M - $23.8M
934K $96.2M
XLP
Consumer Staples Sector Spdr

ETFs
-246K
- 89.67%
N/A
28.3K $2.15M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-241K
- 33.71%
$78.88 - $85.2 $19M - $20.5M
474K $39.5M
ACN
Accenture PLC

Technology
-6.12K
- 2.98%
$232.56 - $304.78 $1.42M - $1.87M
199K $49.1M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-456K
- 7.32%
$21.77 - $22.57 $9.93M - $10.3M
5.78M $130M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-376K
- 67.8%
$20.66 - $20.74 $7.77M - $7.8M
179K $3.69M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-13.4K
- 2.58%
$60.9 - $70.75 $815K - $946K
505K $31.5M
PEP
Pepsico Inc

Consumer Defensive
-28K
- 29.74%
$133.81 - $152.16 $3.75M - $4.27M
66.3K $9.31M
PSA
Public Storage

Real Estate
-8.18K
- 71.62%
$271.94 - $298.09 $2.23M - $2.44M
3.24K $936K
ORCL
Oracle Corp

Technology
-29.7K
- 30.35%
$218.96 - $328.33 $6.51M - $9.76M
68.2K $19.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-26K
- 14.96%
$85.01 - $90.35 $2.21M - $2.35M
148K $13.2M
VGSH
Vanguard

ETFs
-34.5K
- 49.54%
$58.43 - $58.88 $2.02M - $2.03M
35.1K $2.07M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-19.5K
- 66.39%
$100.37 - $100.74 $1.95M - $1.96M
9.85K $992K
IBM
International Business Machines Corp

Technology
-1.15K
- 1.1%
$234.77 - $292.47 $270K - $336K
104K $29.3M
EMLP
First Tr Exchange Traded Iv

ETFs
-44.8K
- 34.46%
$36.99 - $38.38 $1.66M - $1.72M
85.2K $3.26M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-63.4K
- 13.95%
$25.09 - $25.19 $1.59M - $1.6M
391K $9.86M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-26.5K
- 30.78%
$59.81 - $60.11 $1.58M - $1.59M
59.5K $3.57M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-70.9K
- 66.95%
$20.84 - $21.03 $1.48M - $1.49M
35K $732K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-27.5K
- 24.11%
$50.53 - $50.82 $1.39M - $1.4M
86.5K $4.39M
FTGC
First Trust Global Tactical CO

ETFs
-56.6K
- 55.69%
$24.67 - $26.32 $1.4M - $1.49M
45.1K $1.17M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.69K
- 1.92%
$265.78 - $299.3 $450K - $507K
86.6K $23.6M
BRO
Brown & Brown, Inc.

Financial Services
-2.45K
- 4.08%
$90.88 - $108.93 $222K - $266K
57.5K $5.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-19.2K
- 7.8%
$72.57 - $74.72 $1.39M - $1.43M
227K $16.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-27K
- 50.8%
$42.75 - $43.37 $1.16M - $1.17M
26.2K $1.13M
FAST
Fastenal CO

Industrials
-193K
- 15.95%
$42.47 - $50.39 $8.18M - $9.7M
1.01M $49.8M
CARR
Carrier Global Corp

Industrials
-99
- 0.15%
$58.75 - $80.73 $5.82K - $7.99K
66.9K $3.99M
SBUX
Starbucks Corp

Consumer Cyclical
-673
- 0.58%
$81.9 - $96.86 $55.1K - $65.2K
114K $9.68M
CB
Chubb LTD

Financial Services
-1.75K
- 4.08%
$265.99 - $289.59 $464K - $506K
41.1K $11.6M
NVO
Novo Nordisk A S

Healthcare
-5.5K
- 15.77%
$45.38 - $71.7 $249K - $394K
29.4K $1.63M
DDOG
Datadog, Inc.

Technology
-5.88K
- 68.09%
$124.52 - $155.15 $732K - $912K
2.76K $392K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-15.3K
- 31.93%
$54.01 - $60.18 $829K - $923K
32.7K $1.96M
COIN
Coinbase Global, Inc.

Technology
-1.76K
- 15.41%
$297.99 - $419.78 $524K - $738K
9.65K $3.26M
UPS
United Parcel Service Inc

Industrials
-92
- 0.23%
$82.58 - $105.54 $7.6K - $9.71K
39.8K $3.32M
FNK
First Trust Mid Cap Value Alph

ETFs
-14.2K
- 31.5%
$51.66 - $56.58 $732K - $801K
30.8K $1.7M
CIEN
Ciena Corp

Technology
-19.6K
- 55.88%
$77.75 - $145.67 $1.52M - $2.85M
15.4K $2.25M
FISV
Fiserv Inc

Technology
-4.71K
- 24.8%
N/A
14.3K $1.79M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.9K
- 14.69%
$78.11 - $79.07 $539K - $546K
40.1K $3.16M
FXO
First Tr Exchange Traded Fd Fi

ETFs
-20.7K
- 9.8%
$55.81 - $60.32 $1.15M - $1.25M
190K $11.3M
DOW
Dow Inc.

Basic Materials
-15.9K
- 37.71%
$20.87 - $30.37 $332K - $484K
26.3K $603K
ROKU
Roku, Inc

Communication Services
-10.7K
- 23.26%
$79.98 - $101.78 $857K - $1.09M
35.4K $3.54M
AXON
Axon Enterprise, Inc.

Industrials
-295
- 11.91%
$698.02 - $870.97 $206K - $257K
2.18K $1.57M
APO
Apollo Global Management, Inc.

Financial Services
-2.25K
- 11.47%
$131.55 - $156.05 $296K - $351K
17.4K $2.32M
CSX
Csx Corp

Industrials
-16.5K
- 38.23%
$32.05 - $36.52 $528K - $601K
26.6K $944K
KMB
Kimberly Clark Corp

Consumer Defensive
-468
- 0.55%
$121.72 - $136.77 $57K - $64K
85.3K $10.6M
EFG
Msci Eafe Growth ETF

ETFs
-4.13K
- 40.03%
$106.99 - $114.46 $441K - $472K
6.18K $703K
EFV
Msci Eafe Value ETF

ETFs
-9.25K
- 22.11%
$62.79 - $68.42 $581K - $633K
32.6K $2.21M
AVAV
Aero Vironment Inc

Industrials
-1.67K
- 52.6%
$226.08 - $314.89 $377K - $525K
1.5K $472K
CYBR
Cyber Ark Software Ltd.

Technology
-1.39K
- 43.89%
$374.8 - $491.1 $519K - $681K
1.77K $856K
Activity Summary
Buys All Purchases 946 New Holdings 180 Increased Positions 766 Sells All Sells 312 Reductions 312 Sold out 0 Options Calls 5 Puts 3
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