Benjamin Edwards Inc has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.91 Billion distributed in 1601 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $185M, Microsoft Corp with a value of $113M, Invesco Exchange Traded Fd Tr with a value of $111M, Spdr Ser Tr Spdr Portfolio Mor with a value of $110M, and Ishares Core S&P U.S. Value Et with a value of $89.7M.
Examining the 13F form we can see an increase of $129M in the current position value, from $6.78B to 6.91B.
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
$6.91 Billion
ETFs: $2.51 Billion
Technology: $929 Million
Industrials: $674 Million
Financial Services: $511 Million
Healthcare: $503 Million
Consumer Cyclical: $434 Million
Consumer Defensive: $392 Million
Utilities: $237 Million
Other: $663 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
