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
$78.1B
$2.01 Million 0.03% of portfolio
13,058
Q2 2025 Added 14.77%
$25.5B
$2.19 Million 0.03% of portfolio
16,960
Q2 2025 Added 3.62%
$37.5B
$1.3 Million 0.02% of portfolio
11,041
Q2 2025 Added 29.8%
$70B
$1.13 Million 0.02% of portfolio
9,541
Q2 2025 Added 101.84%
$49.1B
$1.4 Million 0.02% of portfolio
10,601
Q2 2025 Added 51.55%
$12.4B
$1.12 Million 0.02% of portfolio
121,911
Q2 2025 Added 307.47%
$55.9B
$1.63 Million 0.02% of portfolio
15,721
Q2 2025 Added 7.27%
$167B
$1.31 Million 0.02% of portfolio
3,728
Q2 2025 Added 7.13%
$1.48B
$1.21 Million 0.02% of portfolio
111,771
Q2 2025 Added 15.75%
$27.5B
$1.45 Million 0.02% of portfolio
7,126
Q2 2025 Added 11.05%
$22.9B
$1.62 Million 0.02% of portfolio
13,888
Q2 2025 Added 9.72%
$4.7B
$1.25 Million 0.02% of portfolio
10,839
Q2 2025 Reduced 1.45%
$38.4B
$1.75 Million 0.02% of portfolio
9,455
Q2 2025 Added 6.49%
$59.2B
$1.23 Million 0.02% of portfolio
5,055
Q2 2025 Added 224.45%
$22.9B
$1.51 Million 0.02% of portfolio
15,737
Q2 2025 Added 33.5%
$12.9B
$1.66 Million 0.02% of portfolio
7,188
Q2 2025 Added 32.23%
$69.1B
$1.4 Million 0.02% of portfolio
43,057
Q2 2025 Reduced 23.02%
$19.6B
$1.28 Million 0.02% of portfolio
2,629
Q2 2025 Added 8.14%
$19.2B
$1.28 Million 0.02% of portfolio
3,158
Q2 2025 Reduced 1.28%
$40.5B
$1.16 Million 0.02% of portfolio
8,633
Q2 2025 Added 7.28%
$3.13B
$1.6 Million 0.02% of portfolio
15,549
Q2 2025 Added 27.53%
$38.8B
$1.24 Million 0.02% of portfolio
25,215
Q2 2025 Added 13.96%
$24.6B
$1.81 Million 0.02% of portfolio
13,151
Q2 2025 Added 8.52%
$1.33B
$1.76 Million 0.02% of portfolio
125,965
Q2 2025 Added 0.2%
$17.6B
$1.12 Million 0.02% of portfolio
42,243
Q2 2025 Reduced 7.4%
$18.3B
$1.29 Million 0.02% of portfolio
15,512
Q2 2025 Reduced 20.76%
$12B
$1.28 Million 0.02% of portfolio
8,934
Q2 2025 Added 2.8%
$20.2B
$1.17 Million 0.02% of portfolio
9,636
Q2 2025 Reduced 3.29%
$25.6B
$1.21 Million 0.02% of portfolio
72,389
Q2 2025 Added 13.41%
$8.31B
$1.45 Million 0.02% of portfolio
10,659
Q2 2025 Reduced 3.12%
$9.37B
$1.68 Million 0.02% of portfolio
39,180
Q2 2025 Reduced 56.32%
$39.1B
$1.15 Million 0.02% of portfolio
34,691
Q2 2025 Added 56.17%
$5.27B
$1.46 Million 0.02% of portfolio
12,882
Q2 2025 Added 46.79%
$125B
$1.16 Million 0.02% of portfolio
8,687
Q2 2025 Added 27.49%
$7.18B
$1.62 Million 0.02% of portfolio
46,754
Q2 2025 Added 4.15%
$8.89B
$1.21 Million 0.02% of portfolio
32,609
Q2 2025 Added 19.06%
$87B
$1.45 Million 0.02% of portfolio
5,299
Q2 2025 Added 2.26%
$64.1B
$1.79 Million 0.02% of portfolio
22,292
Q2 2025 Added 8.47%
$35.9B
$1.19 Million 0.02% of portfolio
16,855
Q2 2025 Added 14.76%
$52B
$1.83 Million 0.02% of portfolio
24,551
Q2 2025 Added 16.17%
$63.4B
$1.51 Million 0.02% of portfolio
5,895
Q2 2025 Reduced 3.06%
$27.4B
$1.19 Million 0.02% of portfolio
161
Q2 2025 Added 20.15%
$15.9B
$1.69 Million 0.02% of portfolio
23,425
Q2 2025 Added 1.77%
$4.11B
$1.52 Million 0.02% of portfolio
21,116
Q2 2025 Reduced 0.21%
$13.6B
$1.2 Million 0.02% of portfolio
5,198
Q2 2025 Reduced 6.17%
$7.47B
$1.21 Million 0.02% of portfolio
10,959
Q2 2025 Added 18.93%
$26.3B
$1.63 Million 0.02% of portfolio
14,291
Q2 2025 Reduced 4.87%
$55.7B
$1.12 Million 0.02% of portfolio
2,968
Q2 2025 Reduced 2.37%
$40.5B
$1.52 Million 0.02% of portfolio
4,585
Q2 2025 Added 44.73%

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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