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
$16.4B
$1.04 Million 0.02% of portfolio
8,883
Q4 2024 Added 0.35%
$13.7B
$1.38 Million 0.02% of portfolio
5,822
Q4 2024 Added 1.22%
$33.7B
$1.38 Million 0.02% of portfolio
3,337
Q4 2024 Added 77.5%
$29.6B
$1.06 Million 0.02% of portfolio
11,769
Q4 2024 Added 1.92%
$8.6B
$1.41 Million 0.02% of portfolio
10,235
Q4 2024 Added 4.39%
$89.2B
$1.08 Million 0.02% of portfolio
7,224
Q4 2024 Added 0.46%
$24.4B
$1.36 Million 0.02% of portfolio
8,472
Q4 2024 Added 13.5%
$0
$1.1 Million 0.02% of portfolio
69,085
Q4 2024 Reduced 14.67%
$5.1B
$1.37 Million 0.02% of portfolio
43,324
Q4 2024 Added 22.13%
$27.4B
$1.08 Million 0.02% of portfolio
5,745
Q4 2024 Reduced 4.66%
$24.2B
$1.5 Million 0.02% of portfolio
868
Q4 2024 Added 78.6%
$72.5B
$1.55 Million 0.02% of portfolio
5,540
Q4 2024 Added 0.98%
$103B
$1.33 Million 0.02% of portfolio
782
Q4 2024 Reduced 26.09%
$11.6B
$1.2 Million 0.02% of portfolio
34,681
Q4 2024 Reduced 3.1%
$14.4B
$1.12 Million 0.02% of portfolio
7,059
Q4 2024 Reduced 5.64%
$50.8B
$1.12 Million 0.02% of portfolio
18,830
Q4 2024 Added 2.95%
$23.3B
$1.03 Million 0.02% of portfolio
126
Q4 2024 Added 11.5%
$4.12B
$1.42 Million 0.02% of portfolio
20,478
Q4 2024 Added 0.03%
$13.1B
$1.13 Million 0.02% of portfolio
5,502
Q4 2024 Added 1.1%
$0
$1.16 Million 0.02% of portfolio
239,057
Q4 2024 Reduced 15.74%
$994M
$1.07 Million 0.02% of portfolio
158,994
Q4 2024 Reduced 2.15%
$61.2B
$1.17 Million 0.02% of portfolio
1,648
Q4 2024 Reduced 47.47%
$48.9B
$1.07 Million 0.02% of portfolio
4,621
Q4 2024 Added 0.43%
$0
$1.41 Million 0.02% of portfolio
89,166
Q4 2024 Reduced 6.98%
$48.1B
$1.17 Million 0.02% of portfolio
30,642
Q4 2024 Reduced 6.22%
$5.67B
$1.39 Million 0.02% of portfolio
73,366
Q4 2024 Added 1.21%
$21.2B
$1.66 Million 0.02% of portfolio
25,609
Q4 2024 Reduced 1.03%
$36.4B
$1.19 Million 0.02% of portfolio
15,565
Q4 2024 Added 4.01%
$11.6B
$1.38 Million 0.02% of portfolio
10,933
Q4 2024 Added 17.56%
$72.5B
$1.36 Million 0.02% of portfolio
1,070
Q4 2024 Reduced 1.47%
$58.8B
$1.58 Million 0.02% of portfolio
6,550
Q4 2024 Reduced 2.54%
$158B
$1.33 Million 0.02% of portfolio
23,491
Q4 2024 Added 28.41%
$42.5B
$1.67 Million 0.02% of portfolio
13,638
Q4 2024 Reduced 2.35%
$31.4B
$1.57 Million 0.02% of portfolio
7,477
Q4 2024 Added 12.95%
$2.3B
$1.07 Million 0.02% of portfolio
26,910
Q4 2024 Reduced 5.64%
$0
$1.25 Million 0.02% of portfolio
99,218
Q4 2024 Reduced 9.91%
$1.37B
$1.11 Million 0.02% of portfolio
29,556
Q4 2024 New
$50.4B
$1.16 Million 0.02% of portfolio
6,762
Q4 2024 Added 4.59%
$38.7B
$1.12 Million 0.02% of portfolio
16,605
Q4 2024 Added 1.11%
$787M
$1 Million 0.01% of portfolio
69,926
Q4 2024 Added 20.02%
$0
$475,000 0.01% of portfolio
25,219
Q4 2024 Added 13.4%
$7.68B
$551,000 0.01% of portfolio
1,889
Q4 2024 Added 7.7%
$3.57B
$536,000 0.01% of portfolio
3,486
Q4 2024 Added 6.25%
$7B
$981,000 0.01% of portfolio
76,297
Q4 2024 Reduced 5.48%
$53.9B
$427,000 0.01% of portfolio
5,472
Q4 2024 Added 1.98%
$45.2B
$911,000 0.01% of portfolio
6,938
Q4 2024 Added 23.74%
$14.4B
$525,000 0.01% of portfolio
5,790
Q4 2024 Added 0.96%
$13B
$478,000 0.01% of portfolio
4,901
Q4 2024 Added 52.54%
$302B
$395,000 0.01% of portfolio
4,665
Q4 2024 Reduced 2.39%

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
Track This Portfolio

Track Benjamin Edwards Inc Portfolio

Follow Benjamin Edwards Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email