Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.91 Billion
  • Q1 2025

Benjamin Edwards Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.91 Billion distributed in 1601 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $185M, Microsoft Corp with a value of $113M, Invesco Exchange Traded Fd Tr with a value of $111M, Spdr Ser Tr Spdr Portfolio Mor with a value of $110M, and Ishares Core S&P U.S. Value Et with a value of $89.7M.

Examining the 13F form we can see an increase of $129M in the current position value, from $6.78B to 6.91B.

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 $6.91 Billion
ETFs: $2.51 Billion
Technology: $929 Million
Industrials: $674 Million
Financial Services: $511 Million
Healthcare: $503 Million
Consumer Cyclical: $434 Million
Consumer Defensive: $392 Million
Utilities: $237 Million
Other: $663 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$373M
$384,000 0.01% of portfolio
16,386
Q1 2025 New
$244B
$456,000 0.01% of portfolio
4,094
Q1 2025 Reduced 88.92%
$36.9B
$542,000 0.01% of portfolio
5,678
Q1 2025 Reduced 0.6%
$1.51B
$534,000 0.01% of portfolio
37,773
Q1 2025 Added 63.19%
$0
$463,000 0.01% of portfolio
41,425
Q4 2024 Added 69.54%
$0
$404,000 0.01% of portfolio
35,122
Q4 2024 Added 12.22%
$23.2B
$970,000 0.01% of portfolio
134
Q1 2025 Added 6.35%
$19.1B
$654,000 0.01% of portfolio
6,218
Q1 2025 Added 2.47%
$18.4B
$391,000 0.01% of portfolio
2,368
Q1 2025 Added 3.09%
$3.83B
$559,000 0.01% of portfolio
2,880
Q1 2025 Reduced 30.37%
$1.42B
$791,000 0.01% of portfolio
43,301
Q1 2025 Reduced 4.14%
$16.4B
$375,000 0.01% of portfolio
4,293
Q1 2025 Added 9.13%
$8.26B
$977,000 0.01% of portfolio
9,215
Q1 2025 Added 7.65%
$18.5B
$903,000 0.01% of portfolio
29,131
Q1 2025 Reduced 3.28%
$3.42B
$447,000 0.01% of portfolio
1,806
Q1 2025 New
$4.26B
$794,000 0.01% of portfolio
17,820
Q1 2025 Added 1.89%
$25.7B
$630,000 0.01% of portfolio
17,474
Q1 2025 Added 35.14%
$19.7B
$375,000 0.01% of portfolio
4,450
Q1 2025 Added 0.02%
$49B
$772,000 0.01% of portfolio
3,040
Q1 2025 Added 42.19%
$15.6B
$904,000 0.01% of portfolio
6,595
Q1 2025 Added 41.13%
$736M
$903,000 0.01% of portfolio
170,827
Q1 2025 Added 7.44%
$13.7B
$493,000 0.01% of portfolio
2,504
Q1 2025 Added 25.83%
$107B
$360,000 0.01% of portfolio
7,158
Q1 2025 Reduced 22.87%
$21.9B
$396,000 0.01% of portfolio
5,946
Q1 2025 Reduced 1.99%
$36.1B
$818,000 0.01% of portfolio
3,168
Q1 2025 Reduced 75.51%
$60.8B
$989,000 0.01% of portfolio
1,679
Q1 2025 Added 4.29%
$65.2B
$828,000 0.01% of portfolio
4,034
Q1 2025 Reduced 12.7%
$14.9B
$584,000 0.01% of portfolio
5,056
Q1 2025 Reduced 0.22%
$48.1B
$787,000 0.01% of portfolio
18,835
Q1 2025 Reduced 38.53%
$161B
$503,000 0.01% of portfolio
6,427
Q1 2025 Added 9.49%
$24.2B
$699,000 0.01% of portfolio
8,235
Q1 2025 Reduced 0.28%
$237B
$804,000 0.01% of portfolio
10,978
Q1 2025 Added 4.62%
$52.4B
$655,000 0.01% of portfolio
3,944
Q1 2025 Reduced 18.46%
$9.92B
$867,000 0.01% of portfolio
15,068
Q1 2025 Added 23.23%
$32.9B
$494,000 0.01% of portfolio
19,483
Q1 2025 Reduced 9.42%
$72B
$606,000 0.01% of portfolio
6,490
Q1 2025 Added 10.75%
$19.4B
$823,000 0.01% of portfolio
24,524
Q1 2025 Reduced 1.71%
$1.75B
$455,000 0.01% of portfolio
2,824
Q1 2025 Added 3.67%
$5.59B
$387,000 0.01% of portfolio
3,420
Q1 2025 New
$2.16B
$893,000 0.01% of portfolio
10,638
Q1 2025 Added 13.64%
$4.7B
$449,000 0.01% of portfolio
7,741
Q1 2025 Added 0.01%
$78.3B
$513,000 0.01% of portfolio
1,197
Q1 2025 Added 96.23%
$36.6B
$679,000 0.01% of portfolio
9,050
Q1 2025 Reduced 41.86%
$37.7B
$603,000 0.01% of portfolio
2,913
Q1 2025 Added 45.58%
$23.2B
$500,000 0.01% of portfolio
1,005
Q1 2025 Reduced 8.64%
$13.4B
$651,000 0.01% of portfolio
3,907
Q1 2025 Added 235.65%
$96.2B
$632,000 0.01% of portfolio
1,922
Q1 2025 Reduced 10.94%
$15.9B
$675,000 0.01% of portfolio
8,145
Q1 2025 Reduced 18.66%
$6.43B
$640,000 0.01% of portfolio
11,026
Q1 2025 Added 0.08%

Summary

  • Portfolio
  • No. of Stocks 1,601
  • Current Value $6.91 Billion
  • Prior Value $6.78 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 72 stocks
  • Additional Purchases 529 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 436 stocks
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