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
$20.8B
$894,000 0.01% of portfolio
12,907
Q2 2025 Reduced 2.7%
$1.04B
$472,000 0.01% of portfolio
4,235
Q2 2025 Added 969.44%
$0
$1.04 Million 0.01% of portfolio
38,665
Q2 2025 Reduced 24.5%
$27.4B
$745,000 0.01% of portfolio
1,390
Q2 2025 Added 8.42%
$7.17B
$535,000 0.01% of portfolio
8,621
Q2 2025 Added 13.97%
$9.32B
$384,000 0.01% of portfolio
18,792
Q2 2025 Added 28.37%
$23.1B
$818,000 0.01% of portfolio
5,030
Q2 2025 Added 7.78%
$0
$889,000 0.01% of portfolio
109,511
Q2 2025 Reduced 10.65%
$35.4B
$758,000 0.01% of portfolio
9,434
Q2 2025 Reduced 60.48%
$21.2B
$533,000 0.01% of portfolio
2,385
Q2 2025 New
$8.21B
$574,000 0.01% of portfolio
4,471
Q2 2025 Added 3.83%
$62.9B
$1.05 Million 0.01% of portfolio
8,168
Q2 2025 Reduced 84.93%
$26.1B
$953,000 0.01% of portfolio
4,373
Q2 2025 Added 25.99%
$75.5B
$392,000 0.01% of portfolio
13,407
Q2 2025 Reduced 10.22%
$29.4B
$1.06 Million 0.01% of portfolio
12,160
Q2 2025 Reduced 9.24%
$12.8B
$475,000 0.01% of portfolio
2,406
Q2 2025 Added 4.29%
$93.1B
$757,000 0.01% of portfolio
3,072
Q2 2025 New
$20.6B
$1.05 Million 0.01% of portfolio
24,477
Q2 2025 Reduced 3.38%
$26.5B
$384,000 0.01% of portfolio
2,903
Q2 2025 Added 7.56%
$8.75B
$863,000 0.01% of portfolio
4,274
Q2 2025 New
$0
$829,000 0.01% of portfolio
80,837
Q2 2025 Reduced 24.46%
$0
$916,000 0.01% of portfolio
33,713
Q2 2025 Reduced 18.21%
$21.4B
$376,000 0.01% of portfolio
7,298
Q2 2025 Added 4.51%
$48.2B
$528,000 0.01% of portfolio
6,753
Q2 2025 Added 11.95%
$8.47B
$610,000 0.01% of portfolio
7,244
Q2 2025 Added 36.17%
$47.2B
$714,000 0.01% of portfolio
4,472
Q2 2025 Reduced 70.86%
$75.6B
$833,000 0.01% of portfolio
2,143
Q2 2025 Added 26.21%
$30.5B
$902,000 0.01% of portfolio
1,688
Q2 2025 Reduced 47.95%
$12.7B
$628,000 0.01% of portfolio
5,129
Q2 2025 Added 8.0%
$1.71B
$476,000 0.01% of portfolio
15,207
Q2 2025 Added 10.84%
$2.01B
$387,000 0.01% of portfolio
5,368
Q2 2025 Added 2.27%
$18.7B
$408,000 0.01% of portfolio
7,012
Q2 2025 Reduced 5.43%
$16.6B
$470,000 0.01% of portfolio
6,821
Q2 2025 Reduced 9.81%
$22.5B
$1.03 Million 0.01% of portfolio
16,117
Q2 2025 Reduced 0.46%
$19.9B
$646,000 0.01% of portfolio
4,382
Q2 2025 Reduced 7.92%
$20B
$789,000 0.01% of portfolio
2,682
Q2 2025 Added 20.81%
$13.2B
$691,000 0.01% of portfolio
2,345
Q2 2025 Added 12.25%
$14.1B
$958,000 0.01% of portfolio
2,144
Q2 2025 Added 7.31%
$40.3B
$875,000 0.01% of portfolio
479
Q2 2025 Added 2.35%
$8.24B
$729,000 0.01% of portfolio
7,684
Q2 2025 Added 14.31%
$41.2B
$793,000 0.01% of portfolio
9,744
Q2 2025 Added 2.9%
$31.1B
$515,000 0.01% of portfolio
12,527
Q2 2025 Added 28.65%
$29.5B
$870,000 0.01% of portfolio
445
Q2 2025 Added 8.54%
$24.9B
$681,000 0.01% of portfolio
16,939
Q2 2025 Added 147.72%
$26.1B
$402,000 0.01% of portfolio
8,063
Q2 2025 Added 3.29%
$46.4B
$961,000 0.01% of portfolio
88,631
Q2 2025 Reduced 39.81%
$8.31B
$510,000 0.01% of portfolio
7,883
Q2 2025 Reduced 1.25%
$7.35B
$666,000 0.01% of portfolio
28,942
Q2 2025 Added 12.12%
$4.33B
$876,000 0.01% of portfolio
19,429
Q2 2025 Added 28.61%

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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