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
$93.3B
$767,000 0.01% of portfolio
2,321
Q2 2025 Added 20.76%
$17.9B
$777,000 0.01% of portfolio
8,836
Q2 2025 Added 8.48%
$6.87B
$611,000 0.01% of portfolio
11,240
Q2 2025 Added 1.94%
$20.5B
$907,000 0.01% of portfolio
11,950
Q2 2025 Reduced 7.5%
$1.44B
$879,000 0.01% of portfolio
23,913
Q2 2025 Added 10.86%
$1.07B
$513,000 0.01% of portfolio
6,565
Q2 2025 Added 10.19%
$1.52B
$852,000 0.01% of portfolio
3,491
Q2 2025 Added 11.43%
$15.1B
$794,000 0.01% of portfolio
9,843
Q2 2025 Added 3.85%
$17.9B
$450,000 0.01% of portfolio
5,854
Q2 2025 Added 3.26%
$5.94B
$681,000 0.01% of portfolio
4,339
Q2 2025 Added 31.8%
$7.18B
$392,000 0.01% of portfolio
10,368
Q2 2025 Added 5.89%
$2.28B
$637,000 0.01% of portfolio
23,602
Q2 2025 Reduced 8.6%
$333M
$411,000 0.01% of portfolio
36,120
Q2 2025 New
$32.7B
$621,000 0.01% of portfolio
7,173
Q2 2025 Reduced 7.54%
$12.3B
$395,000 0.01% of portfolio
44,253
Q2 2025 Reduced 23.93%
$31.9B
$445,000 0.01% of portfolio
13,656
Q2 2025 Added 14.3%
$0
$1.01 Million 0.01% of portfolio
81,163
Q2 2025 Reduced 10.58%
$6.83B
$479,000 0.01% of portfolio
12,982
Q2 2025 Added 6.66%
$19.5B
$660,000 0.01% of portfolio
3,021
Q2 2025 Added 1.68%
$48.5B
$468,000 0.01% of portfolio
5,215
Q2 2025 New
$13.6B
$429,000 0.01% of portfolio
2,626
Q2 2025 Added 4.0%
$36.8B
$591,000 0.01% of portfolio
1,929
Q2 2025 Added 44.49%
$45.6B
$498,000 0.01% of portfolio
2,079
Q2 2025 Added 37.68%
$3.16B
$624,000 0.01% of portfolio
19,820
Q2 2025 Added 15.49%
$42.4B
$878,000 0.01% of portfolio
5,928
Q2 2025 Added 15.65%
$41B
$753,000 0.01% of portfolio
2,399
Q2 2025 Reduced 3.03%
$8.4B
$473,000 0.01% of portfolio
12,947
Q2 2025 Reduced 6.44%
$5.43B
$239,000 0.0% of portfolio
3,284
Q2 2025 New
$6.29B
$205,000 0.0% of portfolio
1,614
Q2 2025 New
$12.3B
$243,000 0.0% of portfolio
2,116
Q2 2025 New
$5.64B
$206,000 0.0% of portfolio
22,430
Q2 2025 Added 0.32%
$8.1B
$228,000 0.0% of portfolio
4,622
Q2 2025 Reduced 10.77%
$15.6B
$360,000 0.0% of portfolio
2,502
Q2 2025 New
$36B
$54,000 0.0% of portfolio
22,607
Q2 2025 New
$7.17B
$115,000 0.0% of portfolio
10,500
Q2 2025 Reduced 7.61%
$12B
$282,000 0.0% of portfolio
7,820
Q2 2025 Added 18.75%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 14.06%
$89.8M
$36,000 0.0% of portfolio
11,200
Q2 2025 New
$77B
$220,000 0.0% of portfolio
618
Q2 2025 New
$16.1B
$228,000 0.0% of portfolio
4,079
Q2 2025 Added 0.59%
$1.96B
$300,000 0.0% of portfolio
18,268
Q2 2025 Reduced 0.11%
$115B
$276,000 0.0% of portfolio
17,999
Q2 2025 New
$169B
$174,000 0.0% of portfolio
20,985
Q2 2025 New
$14.8B
$292,000 0.0% of portfolio
5,426
Q2 2025 New
$5.46B
$225,000 0.0% of portfolio
4,870
Q2 2025 Reduced 72.02%
$2.23B
$66,000 0.0% of portfolio
14,600
Q2 2025 Added 31.53%
$0
$182,000 0.0% of portfolio
20,484
Q2 2025 New
$0
$110,000 0.0% of portfolio
10,989
Q3 2024 New
$0
$138,000 0.0% of portfolio
13,463
Q3 2024 New

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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