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
$14.2B
$2.61 Million 0.04% of portfolio
45,395
Q4 2024 Added 19.24%
$89.1B
$2.72 Million 0.04% of portfolio
64,147
Q4 2024 Reduced 0.69%
$17.1B
$2.83 Million 0.04% of portfolio
50,457
Q4 2024 Added 6.95%
$203B
$3.02 Million 0.04% of portfolio
18,111
Q4 2024 Added 17.58%
$42.6B
$2.84 Million 0.04% of portfolio
13,514
Q4 2024 Added 20.93%
$18.1B
$2.5 Million 0.04% of portfolio
21,529
Q4 2024 Reduced 0.02%
$3.33B
$2.66 Million 0.04% of portfolio
36,074
Q4 2024 Added 1.96%
$73.2B
$2.61 Million 0.04% of portfolio
4,105
Q4 2024 Added 4.16%
$72B
$2.49 Million 0.04% of portfolio
29,149
Q4 2024 Added 4.71%
$0
$2.99 Million 0.04% of portfolio
390,586
Q4 2024 Added 1.31%
$23.9B
$2.72 Million 0.04% of portfolio
22,792
Q4 2024 Added 3.09%
$90.8B
$2.41 Million 0.04% of portfolio
22,827
Q4 2024 Reduced 3.44%
$36.9B
$2.4 Million 0.04% of portfolio
64,297
Q4 2024 Reduced 11.99%
$31B
$2.47 Million 0.04% of portfolio
42,741
Q4 2024 Reduced 17.84%
$4.7B
$2.58 Million 0.04% of portfolio
24,758
Q4 2024 Added 1.22%
$304B
$2.65 Million 0.04% of portfolio
10,771
Q4 2024 Added 20.48%
$106B
$2.54 Million 0.04% of portfolio
5,672
Q4 2024 Added 29.68%
$43.6B
$2.99 Million 0.04% of portfolio
22,134
Q4 2024 Reduced 3.0%
$173B
$2.41 Million 0.04% of portfolio
35,198
Q4 2024 Added 13.95%
$14.7B
$2.9 Million 0.04% of portfolio
40,988
Q4 2024 Added 1.98%
$127B
$2.97 Million 0.04% of portfolio
7,379
Q4 2024 Added 10.66%
$67.5B
$2.81 Million 0.04% of portfolio
22,330
Q4 2024 Added 13.22%
$75.2B
$2.21 Million 0.03% of portfolio
17,133
Q4 2024 Reduced 5.99%
$23.5B
$1.86 Million 0.03% of portfolio
19,423
Q4 2024 Added 344.97%
$101B
$1.86 Million 0.03% of portfolio
10,164
Q4 2024 Added 1.51%
$267B
$1.94 Million 0.03% of portfolio
2,802
Q4 2024 Reduced 13.78%
$194B
$2.03 Million 0.03% of portfolio
89,079
Q4 2024 Reduced 4.02%
$37.9B
$1.84 Million 0.03% of portfolio
44,753
Q4 2024 Added 471.05%
$0
$1.77 Million 0.03% of portfolio
109,890
Q4 2024 Added 10.17%
$30.3B
$2.06 Million 0.03% of portfolio
24,202
Q4 2024 Reduced 38.32%
$529M
$1.8 Million 0.03% of portfolio
82,375
Q4 2024 Added 2.71%
$2.74B
$2.33 Million 0.03% of portfolio
86,313
Q4 2024 Added 19.47%
$8.67B
$2.06 Million 0.03% of portfolio
24,300
Q4 2024 Reduced 15.18%
$110B
$2.03 Million 0.03% of portfolio
20,485
Q4 2024 Reduced 23.31%
$35.2B
$1.84 Million 0.03% of portfolio
38,823
Q4 2024 Reduced 2.83%
$7.93B
$1.97 Million 0.03% of portfolio
12,959
Q4 2024 Added 49.68%
$3.03B
$1.77 Million 0.03% of portfolio
45,062
Q4 2024 Added 37.79%
$59.4B
$2.14 Million 0.03% of portfolio
66,196
Q4 2024 Added 0.18%
$2.84B
$1.78 Million 0.03% of portfolio
8,771
Q4 2024 Added 15.33%
$63B
$2.17 Million 0.03% of portfolio
17,069
Q4 2024 Added 5.23%
$22.7B
$1.82 Million 0.03% of portfolio
11,125
Q4 2024 Added 13.71%
$43.5B
$1.88 Million 0.03% of portfolio
10,864
Q4 2024 Added 6.0%
$20.4B
$2.34 Million 0.03% of portfolio
30,888
Q4 2024 Reduced 12.26%
$40.5B
$2.03 Million 0.03% of portfolio
13,845
Q4 2024 Added 14.84%
$38.3B
$2.17 Million 0.03% of portfolio
218,704
Q4 2024 Added 121.0%
$48.2B
$2.03 Million 0.03% of portfolio
53,422
Q4 2024 Reduced 3.4%
$3.37B
$2.19 Million 0.03% of portfolio
16,687
Q4 2024 Added 427.07%
$5.05B
$2.2 Million 0.03% of portfolio
52,754
Q4 2024 New
$24.5B
$2.35 Million 0.03% of portfolio
22,339
Q4 2024 Reduced 2.9%

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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