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
$31.8B
$2.03 Million 0.03% of portfolio
5,319
Q4 2024 Added 14.58%
$58.2B
$1.79 Million 0.03% of portfolio
21,875
Q4 2024 Added 37.49%
$30.9B
$2.28 Million 0.03% of portfolio
43,364
Q4 2024 Added 8.93%
$80.2B
$1.7 Million 0.03% of portfolio
3,589
Q4 2024 Added 14.88%
$82.5B
$2.33 Million 0.03% of portfolio
4,955
Q4 2024 Added 22.01%
$149B
$2.32 Million 0.03% of portfolio
26,925
Q4 2024 Added 4.78%
$15.6B
$1.77 Million 0.03% of portfolio
20,582
Q4 2024 Reduced 0.16%
$1.86B
$2.18 Million 0.03% of portfolio
26,236
Q4 2024 Added 54.82%
$21.9B
$2.17 Million 0.03% of portfolio
24,762
Q4 2024 Added 2.21%
$145B
$2.05 Million 0.03% of portfolio
34,068
Q4 2024 Reduced 9.17%
$32.4B
$2 Million 0.03% of portfolio
7,769
Q4 2024 Reduced 0.31%
$19.8B
$1.8 Million 0.03% of portfolio
15,546
Q4 2024 Added 35.39%
$31.1B
$1.2 Million 0.02% of portfolio
8,959
Q4 2024 Added 5.66%
$0
$1.2 Million 0.02% of portfolio
130,646
Q4 2024 Reduced 12.57%
$34.3B
$1.61 Million 0.02% of portfolio
17,401
Q4 2024 Added 3.92%
$1.26B
$1.23 Million 0.02% of portfolio
126,363
Q4 2024 Added 18.92%
$40.9B
$1.61 Million 0.02% of portfolio
2,708
Q4 2024 Reduced 1.42%
$4.35B
$1.56 Million 0.02% of portfolio
18,430
Q4 2024 Reduced 2.48%
$135B
$1.34 Million 0.02% of portfolio
14,983
Q4 2024 Added 5.86%
$18.7B
$1.6 Million 0.02% of portfolio
11,188
Q4 2024 Added 36.09%
$62.4B
$1.21 Million 0.02% of portfolio
6,789
Q4 2024 Reduced 2.02%
$13.2B
$1.16 Million 0.02% of portfolio
23,072
Q4 2024 Added 28.1%
$5.94B
$1.15 Million 0.02% of portfolio
10,888
Q4 2024 Added 2.83%
$38.4B
$1.65 Million 0.02% of portfolio
8,929
Q4 2024 Reduced 1.24%
$27.6B
$1.6 Million 0.02% of portfolio
8,578
Q4 2024 Added 8.21%
$25.6B
$1.23 Million 0.02% of portfolio
11,713
Q4 2024 Added 3.64%
$11B
$1.33 Million 0.02% of portfolio
5,797
Q4 2024 Added 1.17%
$11.8B
$1.2 Million 0.02% of portfolio
955
Q4 2024 Added 3.69%
$0
$1.31 Million 0.02% of portfolio
54,479
Q4 2024 Reduced 14.66%
$68B
$1.62 Million 0.02% of portfolio
7,199
Q4 2024 Added 4.62%
$0
$1.35 Million 0.02% of portfolio
157,689
Q4 2024 Reduced 11.44%
$32.3B
$1.51 Million 0.02% of portfolio
21,137
Q4 2024 Reduced 6.15%
$81.3B
$1.41 Million 0.02% of portfolio
4,119
Q4 2024 Reduced 20.94%
$90.8B
$1.29 Million 0.02% of portfolio
28,628
Q4 2024 Reduced 20.12%
$14B
$1.16 Million 0.02% of portfolio
3,484
Q4 2024 Added 5.61%
$1.32B
$1.49 Million 0.02% of portfolio
110,302
Q4 2024 Added 6.81%
$16.8B
$1.37 Million 0.02% of portfolio
3,255
Q4 2024 Added 21.27%
$20.3B
$1.69 Million 0.02% of portfolio
42,193
Q4 2024 Reduced 14.13%
$12.5B
$1.63 Million 0.02% of portfolio
30,043
Q4 2024 Added 16.65%
$0
$1.16 Million 0.02% of portfolio
118,367
Q4 2024 Reduced 15.66%
$0
$1.18 Million 0.02% of portfolio
46,887
Q4 2024 Reduced 10.45%
$43.2B
$1.42 Million 0.02% of portfolio
19,168
Q4 2024 Added 25.08%
$18.4B
$1.63 Million 0.02% of portfolio
3,597
Q4 2024 Added 24.12%
$20.3B
$1.03 Million 0.02% of portfolio
17,923
Q4 2024 Added 12.34%
$43.4B
$1.03 Million 0.02% of portfolio
12,698
Q4 2024 Added 244.87%
$79.5B
$1.32 Million 0.02% of portfolio
10,569
Q4 2024 Reduced 9.06%
$4.78B
$1.21 Million 0.02% of portfolio
24,531
Q4 2024 Added 0.8%
$9B
$1.54 Million 0.02% of portfolio
76,029
Q4 2024 Added 4.86%
$7.24B
$1.32 Million 0.02% of portfolio
8,543
Q4 2024 Reduced 0.21%

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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