Benjamin Edwards Inc Reduced Holdings in Q2 2025

Benjamin Edwards Inc

  • $7.45 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SAP
Sap Se

Technology
-1.48K
- 20.3%
$237.53 - $309.8 $352K - $460K
5.83K $1.77M
AOS
Smith A O Corp

Industrials
-3.09K
- 3.76%
$59.63 - $70.52 $184K - $218K
79.1K $5.18M
OWL
Blue Owl Capital Inc.

Financial Services
-8.46K
- 35.47%
$15.9 - $21.16 $135K - $179K
15.4K $295K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-7.72K
- 1.67%
$25.04 - $25.18 $193K - $194K
455K $11.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-3.83K
- 11.54%
$176.34 - $218.59 $675K - $837K
29.3K $6.38M
AMT
American Tower Corp

Real Estate
-903
- 8.94%
$203.96 - $228.19 $184K - $206K
9.2K $2.03M
AES
Aes Corp

Utilities
-1.08K
- 1.43%
$9.63 - $12.55 $10.4K - $13.6K
74.7K $785K
PD
Pager Duty, Inc.

Technology
-1.51K
- 3.48%
$13.92 - $18.38 $21K - $27.7K
41.8K $638K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.54K
- 18.42%
$74.88 - $91.97 $190K - $234K
11.3K $1.04M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
-6.28K
- 20.63%
$31.29 - $38.89 $196K - $244K
24.2K $939K
VCYT
Veracyte, Inc.

Healthcare
-2.22K
- 8.6%
$26.39 - $32.62 $58.6K - $72.5K
23.6K $637K
WRB
Berkley W R Corp

Financial Services
-5.87K
- 4.46%
$64.28 - $75.17 $377K - $441K
126K $9.24M
INTC
Intel Corp

Technology
-5.37K
- 25.34%
$18.13 - $22.69 $97.3K - $122K
15.8K $354K
LGI
Lazard Global Total Return & Income Fund Inc

Financial Services
-12.3K
- 18.57%
$13.46 - $16.8 $165K - $206K
53.8K $904K
VTRS
Viatris Inc

Healthcare
-13.9K
- 23.93%
$7.26 - $9.12 $101K - $127K
44.3K $395K
GLOB
Globant S.A.

Technology
-182
- 5.53%
$87.63 - $140.36 $15.9K - $25.5K
3.11K $282K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-2.47K
- 5.14%
$18.68 - $21.54 $46.2K - $53.2K
45.6K $930K
CMS
Cms Energy Corp

Utilities
-358
- 2.7%
$68.57 - $75.51 $24.5K - $27K
12.9K $894K
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.23K
- 2.79%
$58.63 - $59.9 $130K - $133K
77.4K $4.63M
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-7.51K
- 18.21%
$21.28 - $27.19 $160K - $204K
33.7K $916K
OKTA
Okta, Inc.

Technology
-617
- 9.92%
$91.24 - $127.3 $56.3K - $78.5K
5.6K $559K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-4.77K
- 24.04%
$23.45 - $26.56 $112K - $127K
15.1K $399K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-9.6K
- 10.58%
$10.6 - $12.44 $102K - $119K
81.2K $1.01M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-929
- 3.07%
$100.35 - $100.71 $93.2K - $93.6K
29.3K $2.95M
MCI
Barings Corporate Investors

Financial Services
-1.16K
- 3.36%
$18.92 - $22.71 $21.9K - $26.3K
33.3K $721K
OGS
One Gas, Inc.

Utilities
-44
- 0.21%
$71.59 - $81.38 $3.15K - $3.58K
21.1K $1.52M
IRT
Independence Realty Trust, Inc.

Real Estate
-642
- 3.26%
$17.41 - $21.38 $11.2K - $13.7K
19.1K $337K
TROW
Price T Rowe Group Inc

Financial Services
-4.53K
- 5.81%
$80.27 - $98.06 $364K - $444K
73.5K $7.1M
MMM
3 M CO

Industrials
-1.1K
- 6.39%
$126.09 - $154.15 $139K - $170K
16.2K $2.46M
BP
Bp PLC

Energy
-129
- 0.75%
$26.11 - $33.81 $3.37K - $4.36K
17K $510K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-6.05K
- 3.54%
$3.97 - $5.84 $24K - $35.3K
165K $833K
RVT
Royce Value Trust, Inc.

Financial Services
-8.41K
- 11.42%
$12.5 - $15.21 $105K - $128K
65.2K $980K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-789
- 5.6%
$82.21 - $83.12 $64.9K - $65.6K
13.3K $1.1M
SQ
Block, Inc.

Technology
-1.08K
- 6.95%
N/A
14.5K $828K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.24K
- 23.19%
$50.41 - $51.17 $62.3K - $63.2K
4.1K $209K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-637
- 7.88%
$68.13 - $74.77 $43.4K - $47.6K
7.45K $542K
ROP
Roper Technologies Inc

Industrials
-40
- 2.38%
$519.19 - $590.78 $20.8K - $23.6K
1.64K $929K
EXR
Extra Space Storage Inc.

Real Estate
-377
- 7.92%
$126.61 - $152.99 $47.7K - $57.7K
4.38K $646K
CVS
Cvs Health Corp

Healthcare
-1.41K
- 4.31%
$60.04 - $70.18 $84.8K - $99.2K
31.4K $2.17M
CRVL
Corvel Corp

Financial Services
-329
- 13.81%
$102.11 - $118.66 $33.6K - $39K
2.05K $211K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.63K
- 5.0%
$90.56 - $109.49 $329K - $397K
69K $7.54M
SO
Southern CO

Utilities
-354
- 0.24%
$84.91 - $92.56 $30.1K - $32.8K
150K $13.8M
EVRG
Evergy, Inc.

Utilities
-742
- 9.81%
$64.06 - $69.64 $47.5K - $51.7K
6.82K $470K
VRT
Vertiv Holdings CO

Industrials
-585
- 7.54%
N/A
7.17K $621K
AROC
Archrock, Inc.

Energy
-1.04K
- 6.03%
$21.0 - $27.11 $21.7K - $28.1K
16.1K $400K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.16K
- 2.97%
$51.68 - $52.76 $59.8K - $61.1K
37.8K $1.99M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-416
- 7.15%
$45.92 - $50.78 $19.1K - $21.1K
5.41K $252K
PFG
Principal Financial Group Inc

Financial Services
-247
- 5.55%
$69.56 - $86.19 $17.2K - $21.3K
4.2K $333K
INGR
Ingredion Inc

Consumer Defensive
-343
- 3.12%
$123.22 - $140.95 $42.3K - $48.3K
10.7K $1.45M
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
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