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
$72.6B
$29.9 Million 0.4% of portfolio
37,643
Q2 2025 Added 3.48%
$11.8B
$28.5 Million 0.38% of portfolio
157,929
Q2 2025 Added 4.39%
$562B
$28.6 Million 0.38% of portfolio
80,649
Q2 2025 Added 3.36%
$65.3B
$24.9 Million 0.33% of portfolio
88,313
Q2 2025 Reduced 7.46%
$1.44T
$24.7 Million 0.33% of portfolio
140,153
Q2 2025 Reduced 1.8%
$128B
$22.4 Million 0.3% of portfolio
94,122
Q2 2025 Added 0.02%
$140B
$22.2 Million 0.3% of portfolio
319,263
Q2 2025 Added 3.53%
$1.47T
$21.8 Million 0.29% of portfolio
123,055
Q2 2025 Added 0.59%
$54.3B
$21.5 Million 0.29% of portfolio
124,945
Q2 2025 Added 5.46%
$125B
$21.3 Million 0.29% of portfolio
244,706
Q2 2025 Reduced 4.15%
$830B
$21.4 Million 0.29% of portfolio
97,942
Q2 2025 Added 3.7%
$32.8B
$20.5 Million 0.28% of portfolio
251,485
Q2 2025 Added 2.19%
$13.1B
$20.7 Million 0.28% of portfolio
70,946
Q2 2025 Added 2.98%
$123B
$20 Million 0.27% of portfolio
43,255
Q2 2025 Added 4.58%
$310B
$19 Million 0.26% of portfolio
132,975
Q2 2025 Added 3.32%
$467B
$19.1 Million 0.26% of portfolio
125,254
Q2 2025 Added 1.36%
$148B
$18.3 Million 0.25% of portfolio
164,881
Q2 2025 Reduced 5.75%
$536B
$18.3 Million 0.25% of portfolio
13,641
Q2 2025 Added 17.72%
$31.8B
$17.7 Million 0.24% of portfolio
101,996
Q2 2025 Added 2.65%
$151B
$16.1 Million 0.22% of portfolio
57,595
Q2 2025 Added 7.1%
$228B
$15.8 Million 0.21% of portfolio
40,614
Q2 2025 Added 20.09%
$169B
$15.2 Million 0.2% of portfolio
68,460
Q2 2025 Added 1.61%
$16.6B
$14.9 Million 0.2% of portfolio
100,588
Q2 2025 Added 2.85%
$48.8B
$15.1 Million 0.2% of portfolio
103,644
Q2 2025 Reduced 2.12%
$164B
$13.9 Million 0.19% of portfolio
112,846
Q2 2025 Added 34.62%
$637B
$13.5 Million 0.18% of portfolio
27,729
Q2 2025 Reduced 4.93%
$37.2B
$13.6 Million 0.18% of portfolio
235,457
Q2 2025 Added 3.54%
$100B
$13.8 Million 0.18% of portfolio
150,078
Q2 2025 Reduced 0.24%
$331B
$13.6 Million 0.18% of portfolio
43,658
Q2 2025 Reduced 6.97%
$117B
$12.4 Million 0.17% of portfolio
42,838
Q2 2025 Reduced 3.41%
$719B
$12.5 Million 0.17% of portfolio
15,972
Q2 2025 Added 7.19%
$199B
$12.5 Million 0.17% of portfolio
94,320
Q2 2025 Reduced 8.43%
$260B
$13 Million 0.17% of portfolio
71,517
Q2 2025 Added 51.82%
$323B
$11.9 Million 0.16% of portfolio
87,245
Q2 2025 Reduced 28.96%
$58B
$11.3 Million 0.15% of portfolio
34,564
Q2 2025 Added 11.79%
$90.5B
$11.3 Million 0.15% of portfolio
38,750
Q2 2025 Reduced 2.5%
$43.7B
$11.1 Million 0.15% of portfolio
85,748
Q2 2025 Added 5.91%
$59.3B
$11.1 Million 0.15% of portfolio
54,392
Q2 2025 Added 23.84%
$146B
$10.9 Million 0.15% of portfolio
40,823
Q2 2025 Added 22.5%
$1.16T
$11.3 Million 0.15% of portfolio
35,661
Q2 2025 Added 6.8%
$62B
$10.3 Million 0.14% of portfolio
351,351
Q2 2025 Reduced 1.31%
$232B
$10.6 Million 0.14% of portfolio
72,505
Q2 2025 Added 14.98%
$190B
$10.1 Million 0.14% of portfolio
9,789
Q2 2025 Added 2.61%
$94.5B
$10.6 Million 0.14% of portfolio
115,143
Q2 2025 Reduced 0.11%
$70.1B
$9.37 Million 0.13% of portfolio
103,106
Q2 2025 Added 2.8%
$60.1B
$9.66 Million 0.13% of portfolio
224,622
Q2 2025 Added 7.27%
$68.7B
$8.69 Million 0.12% of portfolio
82,357
Q2 2025 Reduced 0.98%
$246B
$9.3 Million 0.12% of portfolio
29,166
Q2 2025 Added 1.13%
$19.6B
$9.24 Million 0.12% of portfolio
125,733
Q2 2025 Reduced 4.46%

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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