Benjamin Edwards Inc Reduced Holdings in Q1 2025

Benjamin Edwards Inc

  • $6.91 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-158K
- 28.01%
$106.98 - $149.43 $16.9M - $23.6M
405K $43.9M
AVGO
Broadcom Inc.

Technology
-32.7K
- 11.58%
$167.43 - $244.7 $5.48M - $8.01M
250K $41.8M
MSFT
Microsoft Corp

Technology
-18.6K
- 5.84%
$375.39 - $447.2 $6.98M - $8.32M
300K $113M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-159K
- 13.44%
$77.91 - $92.26 $12.4M - $14.7M
1.03M $81.5M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-860K
- 68.43%
$22.61 - $23.14 $19.4M - $19.9M
397K $9.18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-373K
- 90.56%
$51.52 - $52.37 $19.2M - $19.5M
38.9K $2.04M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-140K
- 34.77%
$80.73 - $94.96 $11.3M - $13.3M
263K $21.8M
AMZN
Amazon Com Inc

Consumer Cyclical
-38K
- 15.38%
$190.26 - $242.06 $7.23M - $9.2M
209K $39.8M
ITA
Ishares Tr

ETFs
-90.1K
- 91.66%
$144.84 - $159.5 $13M - $14.4M
8.19K $1.25M
FTCS
First Trust Capital Strength E

ETFs
-140K
- 65.12%
$86.39 - $91.35 $12.1M - $12.8M
74.9K $6.71M
XLE
Energy Sector Spdr

ETFs
-125K
- 68.97%
$85.7 - $93.96 $10.7M - $11.8M
56.3K $5.26M
GLDM
World Gold Trust

ETFs
-379K
- 27.56%
$52.19 - $61.89 $19.8M - $23.5M
997K $61.7M
GOOGL
Alphabet Inc.

Communication Services
-21K
- 12.83%
$154.33 - $206.19 $3.24M - $4.33M
143K $22.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-9.61K
- 22.34%
$222.15 - $428.22 $2.13M - $4.11M
33.4K $8.65M
FXD
First Tr Exchange Traded Fd

ETFs
-129K
- 72.85%
$56.39 - $68.12 $7.29M - $8.8M
48.2K $2.79M
PLTR
Palantir Technologies Inc.

Technology
-122K
- 49.78%
$64.98 - $124.62 $7.91M - $15.2M
123K $10.4M
ACN
Accenture PLC

Technology
-2.7K
- 1.73%
$300.91 - $398.25 $812K - $1.07M
153K $47.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-608K
- 14.55%
$18.36 - $20.51 $11.2M - $12.5M
3.57M $70.6M
DE
Deere & CO

Industrials
-14.8K
- 46.92%
$408.57 - $509.27 $6.03M - $7.52M
16.7K $7.84M
EVRG
Evergy, Inc.

Utilities
-84K
- 91.74%
$59.9 - $69.52 $5.03M - $5.84M
7.56K $521K
GOOG
Alphabet Inc.

Communication Services
-2.6K
- 2.08%
$156.06 - $207.71 $405K - $539K
122K $19.1M
JPM
Jpmorgan Chase & CO

Financial Services
-21.8K
- 14.78%
$225.19 - $279.95 $4.9M - $6.09M
125K $30.8M
AEP
American Electric Power CO Inc

Utilities
-49.5K
- 77.14%
$90.32 - $109.27 $4.47M - $5.4M
14.7K $1.6M
LMT
Lockheed Martin Corp

Industrials
-5.44K
- 11.62%
$423.19 - $506.29 $2.3M - $2.75M
41.4K $18.5M
ISRG
Intuitive Surgical Inc

Healthcare
-7.53K
- 58.27%
$476.63 - $610.45 $3.59M - $4.59M
5.39K $2.67M
PANW
Palo Alto Networks Inc

Technology
-18.9K
- 30.13%
$167.82 - $208.28 $3.18M - $3.94M
43.9K $7.49M
ETR
Entergy Corp

Utilities
-53.7K
- 73.27%
$75.26 - $87.89 $4.04M - $4.72M
19.6K $1.67M
AXP
American Express CO

Financial Services
-10.3K
- 26.32%
$255.39 - $325.87 $2.63M - $3.36M
28.8K $7.76M
TJX
Tjx Companies Inc

Consumer Cyclical
-32.6K
- 28.01%
$112.81 - $126.16 $3.68M - $4.11M
83.8K $10.2M
PEG
Public Service Enterprise Group Inc

Utilities
-42K
- 93.13%
$78.2 - $90.39 $3.28M - $3.79M
3.1K $254K
AEE
Ameren Corp

Utilities
-39.1K
- 93.16%
$86.87 - $103.67 $3.4M - $4.05M
2.87K $288K
LNT
Alliant Energy Corp

Utilities
-55.9K
- 94.69%
$56.66 - $66.04 $3.17M - $3.69M
3.14K $201K
CMS
Cms Energy Corp

Utilities
-49.7K
- 78.93%
$64.99 - $75.11 $3.23M - $3.73M
13.3K $996K
NVS
Novartis Ag

Healthcare
-32.8K
- 88.92%
$97.14 - $115.57 $3.19M - $3.8M
4.09K $456K
NOW
Service Now, Inc.

Technology
-563
- 5.57%
$783.83 - $1170.39 $441K - $659K
9.54K $7.6M
AMAT
Applied Materials Inc

Technology
-16.7K
- 43.71%
$145.06 - $195.51 $2.42M - $3.26M
21.5K $3.12M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-54.7K
- 40.55%
$36.64 - $45.76 $2.01M - $2.5M
80.3K $3.01M
FDN
First Tr Fd Dow Jones

ETFs
-5.02K
- 5.93%
$221.38 - $266.86 $1.11M - $1.34M
79.6K $17.7M
ROK
Rockwell Automation, Inc

Industrials
-9.77K
- 75.51%
$255.29 - $303.75 $2.49M - $2.97M
3.17K $818K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-124K
- 15.54%
$25.81 - $28.52 $3.2M - $3.53M
673K $18.6M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-19.3K
- 34.47%
$105.28 - $121.93 $2.03M - $2.36M
36.7K $4M
CMI
Cummins Inc

Industrials
-3.66K
- 10.59%
$312.92 - $386.07 $1.15M - $1.41M
30.9K $9.69M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-13.3K
- 15.49%
$102.49 - $119.96 $1.36M - $1.6M
72.6K $7.59M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-69.2K
- 27.79%
$29.34 - $31.31 $2.03M - $2.17M
180K $5.34M
FJP
First Trust Japan Alphadex Fun

ETFs
-44.5K
- 68.49%
$49.98 - $57.59 $2.22M - $2.56M
20.5K $1.12M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-4.71K
- 0.83%
$75.47 - $84.24 $356K - $397K
567K $43.7M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-35.5K
- 33.98%
$53.6 - $58.97 $1.9M - $2.09M
68.9K $3.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.5K
- 3.2%
$554.06 - $615.85 $833K - $926K
45.5K $25.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.52K
- 4.89%
$247.97 - $296.33 $624K - $746K
49K $12.3M
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
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