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
$278B
$8.76 Million 0.12% of portfolio
126,196
Q2 2025 Reduced 0.43%
$144B
$9.12 Million 0.12% of portfolio
17,943
Q2 2025 Added 7.4%
$50.2B
$8.63 Million 0.12% of portfolio
49,525
Q2 2025 Added 8.82%
$78.3B
$8.74 Million 0.12% of portfolio
32,441
Q2 2025 Reduced 4.35%
$5.05B
$9.12 Million 0.12% of portfolio
154,392
Q2 2025 Added 3.35%
$27B
$9.06 Million 0.12% of portfolio
71,487
Q2 2025 Reduced 2.09%
$25.3B
$9 Million 0.12% of portfolio
382,468
Q2 2025 Added 11.75%
$54.7B
$8.22 Million 0.11% of portfolio
40,826
Q2 2025 Added 6.83%
$93.6B
$8 Million 0.11% of portfolio
112,608
Q2 2025 Added 0.27%
$40.2B
$8.09 Million 0.11% of portfolio
31,361
Q2 2025 Reduced 3.21%
$146B
$7.08 Million 0.1% of portfolio
38,688
Q2 2025 Added 79.87%
$97.3B
$7.12 Million 0.1% of portfolio
23,111
Q2 2025 Reduced 1.75%
$20.2B
$7.16 Million 0.1% of portfolio
62,705
Q2 2025 Added 1.43%
$46.2B
$7.8 Million 0.1% of portfolio
37,368
Q2 2025 Reduced 4.57%
$145B
$7.14 Million 0.1% of portfolio
30,653
Q2 2025 Added 13.09%
$23.9B
$7.1 Million 0.1% of portfolio
73,533
Q2 2025 Reduced 5.81%
$72.3B
$7.59 Million 0.1% of portfolio
120,846
Q2 2025 Added 17.1%
$82.7B
$6.44 Million 0.09% of portfolio
1,736
Q2 2025 Added 18.34%
$26.6B
$6.65 Million 0.09% of portfolio
59,950
Q2 2025 Reduced 31.08%
$25.1B
$6.97 Million 0.09% of portfolio
29,875
Q2 2025 Reduced 8.01%
$59.5B
$6.93 Million 0.09% of portfolio
30,478
Q2 2025 Added 23.34%
$14.5B
$6.49 Million 0.09% of portfolio
75,490
Q2 2025 Reduced 3.45%
$17B
$6.98 Million 0.09% of portfolio
108,377
Q2 2025 Reduced 1.44%
$4.56B
$6.35 Million 0.09% of portfolio
141,727
Q2 2025 Reduced 2.54%
$23B
$6.37 Million 0.09% of portfolio
76,975
Q2 2025 Added 7.08%
$73.3B
$7 Million 0.09% of portfolio
154,781
Q2 2025 Added 4.34%
$90.5B
$7.02 Million 0.09% of portfolio
30,671
Q2 2025 Added 18.37%
$319B
$6.05 Million 0.08% of portfolio
7,547
Q2 2025 Added 124.68%
$15.3B
$6 Million 0.08% of portfolio
49,968
Q2 2025 Reduced 17.66%
$147B
$6.19 Million 0.08% of portfolio
173,459
Q2 2025 Added 11.41%
$23.8B
$5.91 Million 0.08% of portfolio
51,629
Q2 2025 Reduced 7.45%
$9.99B
$6.28 Million 0.08% of portfolio
90,487
Q2 2025 Reduced 3.56%
$94B
$5.76 Million 0.08% of portfolio
48,778
Q2 2025 Added 6.91%
$143B
$5.81 Million 0.08% of portfolio
16,276
Q2 2025 Added 7.27%
$308B
$6.04 Million 0.08% of portfolio
23,459
Q2 2025 Added 12.43%
$20.3B
$6.19 Million 0.08% of portfolio
32,822
Q2 2025 Added 5.42%
$31.6B
$6.13 Million 0.08% of portfolio
58,109
Q2 2025 Added 2,402.54%
$187B
$5.81 Million 0.08% of portfolio
62,298
Q2 2025 Added 31.56%
$407B
$5.37 Million 0.07% of portfolio
113,448
Q2 2025 Added 22.83%
$0
$5.38 Million 0.07% of portfolio
267,764
Q2 2025 Reduced 3.63%
$101B
$5.19 Million 0.07% of portfolio
112,044
Q2 2025 Reduced 3.67%
$52.1B
$4.9 Million 0.07% of portfolio
67,000
Q2 2025 Added 8.09%
$292B
$5.19 Million 0.07% of portfolio
73,294
Q2 2025 Reduced 14.07%
$268B
$5.02 Million 0.07% of portfolio
7,094
Q2 2025 Added 7.53%
$27.3B
$5.08 Million 0.07% of portfolio
30,583
Q2 2025 Reduced 69.06%
$10.4B
$4.94 Million 0.07% of portfolio
201,595
Q2 2025 Added 5.07%
$101B
$5.11 Million 0.07% of portfolio
23,364
Q2 2025 Added 3.39%
$95B
$5.45 Million 0.07% of portfolio
10,859
Q2 2025 Added 170.33%
$13B
$5.45 Million 0.07% of portfolio
25,422
Q2 2025 Reduced 2.01%

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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