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
$118B
$4.72 Million 0.07% of portfolio
22,216
Q4 2024 Added 2.99%
$49.9B
$4.47 Million 0.07% of portfolio
29,550
Q4 2024 Added 16.69%
$98.5B
$4.59 Million 0.07% of portfolio
43,182
Q4 2024 Reduced 5.14%
$8.27B
$4.96 Million 0.07% of portfolio
72,789
Q4 2024 Reduced 5.94%
$19.7B
$5.02 Million 0.07% of portfolio
66,217
Q4 2024 Added 12.66%
$153B
$4.22 Million 0.06% of portfolio
34,911
Q4 2024 Reduced 27.31%
$25.6B
$3.74 Million 0.06% of portfolio
41,962
Q4 2024 Reduced 4.03%
$69.9B
$4.22 Million 0.06% of portfolio
1,318
Q4 2024 Added 14.21%
$50.7B
$4.2 Million 0.06% of portfolio
61,554
Q4 2024 Reduced 8.93%
$21.3B
$4.2 Million 0.06% of portfolio
62,953
Q4 2024 Reduced 0.86%
$54.3B
$4.37 Million 0.06% of portfolio
142,268
Q4 2024 Reduced 1.97%
$47.1B
$3.74 Million 0.06% of portfolio
32,839
Q4 2024 Added 9.2%
$41.7B
$3.81 Million 0.06% of portfolio
45,076
Q4 2024 Reduced 3.51%
$7.18B
$4.3 Million 0.06% of portfolio
57,811
Q4 2024 Reduced 2.76%
$0
$4.24 Million 0.06% of portfolio
199,266
Q4 2024 Added 2.89%
$80.5B
$3.86 Million 0.06% of portfolio
10,446
Q4 2024 Added 11.6%
$15.5B
$3.49 Million 0.05% of portfolio
59,064
Q4 2024 Reduced 2.44%
$75.3B
$3.42 Million 0.05% of portfolio
20,702
Q4 2024 Added 2.51%
$211B
$3.67 Million 0.05% of portfolio
56,075
Q4 2024 Reduced 6.34%
$476B
$3.4 Million 0.05% of portfolio
5
Q3 2024 New
$92.5B
$3.15 Million 0.05% of portfolio
18,298
Q4 2024 Added 4.78%
$1.37B
$3.28 Million 0.05% of portfolio
54,474
Q4 2024 Added 7.06%
$36.7B
$3.34 Million 0.05% of portfolio
43,461
Q4 2024 Added 12.99%
$140B
$3.52 Million 0.05% of portfolio
15,322
Q4 2024 Added 13.53%
$154B
$3.34 Million 0.05% of portfolio
29,958
Q4 2024 Added 2.52%
$35B
$3.32 Million 0.05% of portfolio
52,113
Q4 2024 Reduced 4.13%
$50.5B
$3.58 Million 0.05% of portfolio
3,397
Q4 2024 Added 2.1%
$9.72B
$3.62 Million 0.05% of portfolio
129,258
Q4 2024 Reduced 40.52%
$5.15B
$3.09 Million 0.05% of portfolio
17,871
Q4 2024 Added 2.43%
$99.7B
$3.41 Million 0.05% of portfolio
5,989
Q4 2024 Added 1.22%
$185B
$3.23 Million 0.05% of portfolio
25,658
Q4 2024 Added 12.18%
$235B
$3.59 Million 0.05% of portfolio
36,933
Q4 2024 Reduced 18.81%
$88.8B
$3.42 Million 0.05% of portfolio
2,888
Q4 2024 Reduced 7.52%
$11.9B
$3.58 Million 0.05% of portfolio
42,321
Q4 2024 Reduced 0.11%
$124B
$3.27 Million 0.05% of portfolio
123,269
Q4 2024 Reduced 48.69%
$62.7B
$3.26 Million 0.05% of portfolio
16,925
Q4 2024 Reduced 11.12%
$1.97B
$3.49 Million 0.05% of portfolio
60,575
Q4 2024 Reduced 5.26%
$37.7B
$3.3 Million 0.05% of portfolio
27,872
Q4 2024 Added 4.02%
$50.7B
$3.14 Million 0.05% of portfolio
10,481
Q4 2024 Reduced 10.94%
$26.9B
$3.7 Million 0.05% of portfolio
12,936
Q4 2024 Added 57.03%
$808B
$3.49 Million 0.05% of portfolio
17,697
Q4 2024 Added 0.52%
$21.6B
$3.37 Million 0.05% of portfolio
28,688
Q4 2024 Reduced 0.93%
$41.4B
$3.32 Million 0.05% of portfolio
4,712
Q4 2024 Added 4.64%
$239B
$3.28 Million 0.05% of portfolio
46,729
Q4 2024 Reduced 18.67%
$102B
$2.53 Million 0.04% of portfolio
48,400
Q4 2024 Reduced 4.66%
$94.9B
$2.39 Million 0.04% of portfolio
13,525
Q4 2024 Reduced 2.45%
$181B
$2.45 Million 0.04% of portfolio
493
Q4 2024 Added 15.19%
$14.8B
$3 Million 0.04% of portfolio
23,332
Q4 2024 Added 7.21%
$25B
$2.99 Million 0.04% of portfolio
12,043
Q4 2024 Added 3.05%

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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