Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.78 Billion
  • Q4 2024

Benjamin Edwards Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.78 Billion distributed in 1708 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $204M, Microsoft Corp with a value of $134M, Invesco Exchange Traded Fd Tr with a value of $117M, Spdr S&P 400 Mid Cap Growth Et with a value of $103M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $94.1M.

Examining the 13F form we can see an increase of $72.1M in the current position value, from $6.71B to 6.78B.

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 $6.78 Billion
ETFs: $2.53 Billion
Technology: $1.03 Billion
Industrials: $634 Million
Financial Services: $494 Million
Healthcare: $451 Million
Consumer Cyclical: $438 Million
Consumer Defensive: $341 Million
Utilities: $230 Million
Other: $603 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.2B
$9.21 Million 0.14% of portfolio
81,409
Q4 2024 Added 1.01%
$163B
$9.45 Million 0.14% of portfolio
39,431
Q4 2024 Added 4.63%
$68.6B
$8.62 Million 0.13% of portfolio
83,348
Q4 2024 Added 0.9%
$36.8B
$8.83 Million 0.13% of portfolio
42,827
Q4 2024 Added 9.29%
$4B
$8.51 Million 0.13% of portfolio
145,312
Q4 2024 Added 2.94%
$14.1B
$8.55 Million 0.13% of portfolio
117,757
Q4 2024 Reduced 1.81%
$69.8B
$8.78 Million 0.13% of portfolio
116,050
Q4 2024 Added 9.33%
$48B
$8.59 Million 0.13% of portfolio
198,083
Q4 2024 Added 14.55%
$18.4B
$8.12 Million 0.12% of portfolio
138,728
Q4 2024 Reduced 2.04%
$68B
$8.45 Million 0.12% of portfolio
36,043
Q4 2024 Reduced 1.56%
$18.7B
$8.01 Million 0.12% of portfolio
78,183
Q4 2024 Reduced 0.23%
$17.9B
$8.19 Million 0.12% of portfolio
36,360
Q4 2024 Added 9.69%
$31.2B
$8.07 Million 0.12% of portfolio
35,283
Q4 2024 Reduced 2.06%
$52.8B
$7.43 Million 0.11% of portfolio
38,540
Q4 2024 Added 12.16%
$13.9B
$7.16 Million 0.11% of portfolio
83,441
Q4 2024 Added 8.62%
$236B
$7.75 Million 0.11% of portfolio
130,901
Q4 2024 Reduced 2.85%
$7.76B
$7.53 Million 0.11% of portfolio
111,792
Q4 2024 Reduced 1.08%
$92.9B
$7.49 Million 0.11% of portfolio
69,529
Q4 2024 Added 66.77%
$4.69B
$7.23 Million 0.11% of portfolio
155,004
Q4 2024 Reduced 1.32%
$18B
$7.55 Million 0.11% of portfolio
321,195
Q4 2024 Added 12.8%
$176B
$7.48 Million 0.11% of portfolio
14,372
Q4 2024 Added 2.02%
$109B
$6.56 Million 0.1% of portfolio
115,907
Q4 2024 Added 0.58%
$71.5B
$6.47 Million 0.1% of portfolio
21,523
Q4 2024 Added 13.4%
$23B
$6.78 Million 0.1% of portfolio
34,703
Q4 2024 Added 14.62%
$42.1B
$6.64 Million 0.1% of portfolio
47,495
Q4 2024 Added 16.28%
$18.3B
$6.95 Million 0.1% of portfolio
62,731
Q4 2024 Added 1.1%
$54.8B
$6.7 Million 0.1% of portfolio
23,815
Q4 2024 Added 2.0%
$13.4B
$7.02 Million 0.1% of portfolio
83,336
Q4 2024 Reduced 1.76%
$135B
$6.83 Million 0.1% of portfolio
30,252
Q4 2024 Added 35.68%
$173B
$6.74 Million 0.1% of portfolio
12,913
Q4 2024 Reduced 5.56%
$56.8B
$7.08 Million 0.1% of portfolio
147,982
Q4 2024 Added 4.02%
$95.4B
$6.66 Million 0.1% of portfolio
33,025
Q4 2024 Added 1.99%
$54.8B
$5.91 Million 0.09% of portfolio
64,114
Q4 2024 Reduced 6.27%
$124B
$6.21 Million 0.09% of portfolio
38,208
Q4 2024 Added 4.57%
$150B
$5.83 Million 0.09% of portfolio
155,360
Q4 2024 Added 4.05%
$59.7B
$5.8 Million 0.09% of portfolio
46,804
Q4 2024 Added 8.66%
$7.12B
$5.9 Million 0.09% of portfolio
73,689
Q4 2024 Reduced 0.43%
$137B
$6.29 Million 0.09% of portfolio
27,569
Q4 2024 Added 7.99%
$313B
$5.56 Million 0.08% of portfolio
89,237
Q4 2024 Reduced 4.62%
$16.8B
$5.55 Million 0.08% of portfolio
73,232
Q4 2024 Added 92.69%
$15.5B
$5.64 Million 0.08% of portfolio
91,573
Q4 2024 Added 12.28%
$10.6B
$5.68 Million 0.08% of portfolio
27,154
Q4 2024 Reduced 1.37%
$244B
$5.27 Million 0.08% of portfolio
43,776
Q4 2024 Reduced 2.32%
$69.9B
$5.14 Million 0.08% of portfolio
95,058
Q4 2024 Reduced 10.41%
$163B
$4.51 Million 0.07% of portfolio
10,137
Q4 2024 Added 10.97%
$294B
$4.63 Million 0.07% of portfolio
105,329
Q4 2024 Reduced 2.61%
$0
$4.8 Million 0.07% of portfolio
280,579
Q4 2024 Added 2.19%
$111B
$4.52 Million 0.07% of portfolio
13,613
Q4 2024 Added 33.84%
$172B
$4.59 Million 0.07% of portfolio
8,020
Q4 2024 Added 5.74%

Summary

  • Portfolio
  • No. of Stocks 1,708
  • Current Value $6.78 Billion
  • Prior Value $6.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 75 stocks
  • Additional Purchases 643 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 350 stocks
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