Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $7.45 Billion
  • Q2 2025

Benjamin Edwards Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.45 Billion distributed in 1697 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $164M, Microsoft Corp with a value of $160M, Spdr Ser Tr Spdr Portfolio Mor with a value of $138M, Spdr Ser Tr Fds Spdr Portfolio with a value of $124M, and Ishares Barclays 10 20 Yr Trea with a value of $118M.

Examining the 13F form we can see an increase of $542M in the current position value, from $6.91B to 7.45B.

Benjamin Edwards Inc is based out at Clayton, MO

Below you can find more details about Benjamin Edwards Inc portfolio as well as his latest detailed transactions.

Portfolio value $7.45 Billion
ETFs: $2.77 Billion
Technology: $1.13 Billion
Industrials: $687 Million
Financial Services: $549 Million
Healthcare: $488 Million
Consumer Cyclical: $458 Million
Consumer Defensive: $396 Million
Communication Services: $249 Million
Other: $680 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.7T
$164 Million 2.2% of portfolio
797,842
Q2 2025 Reduced 4.02%
$3.73T
$160 Million 2.15% of portfolio
321,625
Q2 2025 Added 7.22%
$433B
$87.7 Million 1.18% of portfolio
239,206
Q2 2025 Added 2.68%
$279B
$75.4 Million 1.01% of portfolio
771,298
Q2 2025 Added 0.78%
$124B
$72 Million 0.97% of portfolio
233,449
Q2 2025 Added 2.17%
$427B
$71.2 Million 0.96% of portfolio
71,952
Q2 2025 Added 2.7%
$71.1B
$70.8 Million 0.95% of portfolio
716,680
Q2 2025 Reduced 3.11%
$146B
$70.4 Million 0.94% of portfolio
255,305
Q2 2025 Added 2.22%
$389B
$69.5 Million 0.93% of portfolio
374,378
Q2 2025 Added 2.24%
$227B
$68 Million 0.91% of portfolio
232,745
Q2 2025 Added 1.66%
$442B
$67.9 Million 0.91% of portfolio
429,987
Q2 2025 Added 6.1%
$20.6B
$66.4 Million 0.89% of portfolio
130,030
Q2 2025 Added 1.22%
$467B
$63.7 Million 0.86% of portfolio
591,290
Q2 2025 Added 3.69%
$147B
$64.1 Million 0.86% of portfolio
162,038
Q2 2025 Added 1.35%
$34.6B
$64.4 Million 0.86% of portfolio
618,304
Q2 2025 Added 1.41%
$562B
$63 Million 0.85% of portfolio
112,155
Q2 2025 Added 2.39%
$376B
$61.8 Million 0.83% of portfolio
387,705
Q2 2025 Added 6.4%
$154B
$61.3 Million 0.82% of portfolio
205,155
Q2 2025 Added 34.0%
$17.6B
$56.5 Million 0.76% of portfolio
181,691
Q2 2025 Added 1.26%
$13.2B
$56.7 Million 0.76% of portfolio
128,440
Q2 2025 Added 1.85%
$177B
$55.8 Million 0.75% of portfolio
286,911
Q2 2025 Added 9.72%
$185B
$55 Million 0.74% of portfolio
1,270,967
Q2 2025 Added 2.35%
$23.3B
$54.2 Million 0.73% of portfolio
351,951
Q2 2025 Added 1.73%
$6.66B
$54.7 Million 0.73% of portfolio
1,037,263
Q2 2025 Added 2.63%
$181B
$53 Million 0.71% of portfolio
332,876
Q2 2025 Added 2.89%
$186B
$52.4 Million 0.7% of portfolio
66,520
Q2 2025 Added 3.07%
$52.5B
$51.2 Million 0.69% of portfolio
686,771
Q2 2025 Added 2.2%
$300B
$51.1 Million 0.69% of portfolio
214,377
Q2 2025 Added 1.68%
$27.1B
$50.7 Million 0.68% of portfolio
1,207,156
Q2 2025 Added 91.7%
$179B
$51 Million 0.68% of portfolio
96,717
Q2 2025 Added 0.78%
$81.8B
$48.3 Million 0.65% of portfolio
195,331
Q2 2025 Added 1.11%
$95.5B
$48 Million 0.64% of portfolio
139,861
Q2 2025 Added 0.96%
$2.34T
$46.1 Million 0.62% of portfolio
210,123
Q2 2025 Added 0.5%
$25.4B
$46.5 Million 0.62% of portfolio
334,548
Q2 2025 Added 1.03%
$232B
$45.4 Million 0.61% of portfolio
334,083
Q2 2025 Added 2.56%
$17.5B
$45.1 Million 0.61% of portfolio
595,233
Q2 2025 Added 8.66%
$20.8B
$44.9 Million 0.6% of portfolio
201,424
Q2 2025 Added 1.69%
$39.4B
$42.7 Million 0.57% of portfolio
175,619
Q2 2025 Added 0.82%
$47.1B
$42.8 Million 0.57% of portfolio
478,957
Q2 2025 Added 1.6%
$70.3B
$41.2 Million 0.55% of portfolio
344,599
Q2 2025 Added 1.7%
$63.2B
$40.2 Million 0.54% of portfolio
125,455
Q2 2025 Added 3.29%
$1.69T
$38.4 Million 0.52% of portfolio
52,036
Q2 2025 Added 2.09%
$81.8B
$38.8 Million 0.52% of portfolio
92,223
Q2 2025 Added 2.74%
$896B
$37.5 Million 0.5% of portfolio
129,469
Q2 2025 Added 3.19%
$216B
$37.5 Million 0.5% of portfolio
474,255
Q2 2025 Added 6.66%
$70.5B
$36.1 Million 0.49% of portfolio
231,729
Q2 2025 Added 0.4%
$85B
$34.9 Million 0.47% of portfolio
517,912
Q2 2025 Added 3.17%
$25.2B
$33 Million 0.44% of portfolio
137,449
Q2 2025 Added 1.81%
$230B
$30.9 Million 0.41% of portfolio
104,833
Q2 2025 Added 1.75%

Summary

  • Portfolio
  • No. of Stocks 1,697
  • Current Value $7.45 Billion
  • Prior Value $6.91 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 130 stocks
  • Additional Purchases 681 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 303 stocks
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