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
$28.7B
$1.44 Million 0.02% of portfolio
25,486
Q2 2025 Added 7.32%
$89.3B
$1.44 Million 0.02% of portfolio
4,600
Q2 2025 Added 14.03%
$120B
$1.36 Million 0.02% of portfolio
28,161
Q2 2025 Added 42.0%
$302B
$1.77 Million 0.02% of portfolio
5,828
Q2 2025 Reduced 20.3%
$40.6B
$1.17 Million 0.02% of portfolio
8,087
Q2 2025 Reduced 1.8%
$256B
$1.22 Million 0.02% of portfolio
17,337
Q2 2025 Added 57.92%
$6.36B
$1.53 Million 0.02% of portfolio
76,237
Q2 2025 Reduced 3.36%
$34.2B
$1.78 Million 0.02% of portfolio
26,654
Q2 2025 Added 3.29%
$52.7B
$1.44 Million 0.02% of portfolio
29,432
Q2 2025 Added 6.7%
$18.1B
$1.17 Million 0.02% of portfolio
13,031
Q2 2025 Added 0.56%
$70.1B
$1.45 Million 0.02% of portfolio
954
Q2 2025 Added 7.31%
$65.5B
$1.77 Million 0.02% of portfolio
6,606
Q2 2025 Added 3.27%
$23.1B
$1.45 Million 0.02% of portfolio
2,445
Q2 2025 Added 5.71%
$39.3B
$1.63 Million 0.02% of portfolio
5,650
Q2 2025 Reduced 11.5%
$45.8B
$1.17 Million 0.02% of portfolio
6,272
Q2 2025 Added 4.29%
$39.8B
$1.44 Million 0.02% of portfolio
21,207
Q2 2025 Added 14.69%
$0
$583,000 0.01% of portfolio
31,729
Q2 2025 Added 25.81%
$10.9B
$632,000 0.01% of portfolio
2,119
Q2 2025 Added 9.51%
$6.04B
$903,000 0.01% of portfolio
3,169
Q2 2025 Added 5.67%
$8.58B
$785,000 0.01% of portfolio
74,677
Q2 2025 Reduced 1.43%
$14.4B
$569,000 0.01% of portfolio
6,270
Q2 2025 Added 7.64%
$13.8B
$453,000 0.01% of portfolio
6,244
Q2 2025 Added 24.48%
$412B
$621,000 0.01% of portfolio
5,484
Q2 2025 Added 0.31%
$0
$811,000 0.01% of portfolio
85,854
Q2 2025 Reduced 25.94%
$53.5B
$447,000 0.01% of portfolio
839
Q2 2025 Reduced 46.63%
$32.6B
$487,000 0.01% of portfolio
1,388
Q2 2025 Reduced 3.0%
$1.29B
$388,000 0.01% of portfolio
13,000
Q2 2025 Reduced 10.34%
$3.86B
$400,000 0.01% of portfolio
16,141
Q2 2025 Reduced 6.03%
$53.1B
$744,000 0.01% of portfolio
3,028
Q2 2025 Added 13.92%
$2.66B
$748,000 0.01% of portfolio
19,718
Q2 2025 Added 6.18%
$47B
$415,000 0.01% of portfolio
10,831
Q2 2025 Added 3.49%
$85.5B
$935,000 0.01% of portfolio
8,453
Q2 2025 Added 20.81%
$85.4B
$1.04 Million 0.01% of portfolio
11,376
Q2 2025 Added 7.74%
$6.21B
$428,000 0.01% of portfolio
9,103
Q2 2025 Added 14.02%
$0
$721,000 0.01% of portfolio
33,305
Q2 2025 Reduced 3.36%
$1.52B
$538,000 0.01% of portfolio
31,656
Q2 2025 Added 20.3%
$30.3B
$828,000 0.01% of portfolio
14,481
Q2 2025 Reduced 6.95%
$218B
$700,000 0.01% of portfolio
121
Q2 2025 Added 1.68%
$13.7B
$630,000 0.01% of portfolio
6,055
Q2 2025 Reduced 70.58%
$106B
$510,000 0.01% of portfolio
17,041
Q2 2025 Reduced 0.75%
$11.9B
$430,000 0.01% of portfolio
6,385
Q2 2025 Reduced 0.13%
$8.48B
$383,000 0.01% of portfolio
13,094
Q2 2025 Added 19.72%
$36B
$744,000 0.01% of portfolio
23,724
Q2 2025 Added 96.93%
$63.7B
$418,000 0.01% of portfolio
4,024
Q2 2025 Added 0.85%
$39.9B
$686,000 0.01% of portfolio
4,087
Q2 2025 Reduced 2.48%
$24.4B
$879,000 0.01% of portfolio
17,111
Q2 2025 Added 2.49%
$11.8B
$1.06 Million 0.01% of portfolio
3,842
Q2 2025 New
$191B
$1.06 Million 0.01% of portfolio
12,480
Q2 2025 Added 4.51%
$94.3B
$456,000 0.01% of portfolio
1,658
Q2 2025 Added 12.64%

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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