Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.71 Billion
  • Q3 2024

Benjamin Edwards Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.71 Billion distributed in 1684 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $187M, Microsoft Corp with a value of $133M, Invesco Exchange Traded Fd Tr with a value of $115M, Ishares Tr Bb Rated Corporate with a value of $87.7M, and Spdr S&P 400 Mid Cap Growth Et with a value of $87.1M.

Examining the 13F form we can see an increase of $6.19B in the current position value, from $520M to 6.71B.

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 $6.71 Billion
ETFs: $2.47 Billion
Technology: $950 Million
Industrials: $633 Million
Healthcare: $530 Million
Financial Services: $496 Million
Consumer Cyclical: $434 Million
Consumer Defensive: $344 Million
Utilities: $244 Million
Other: $579 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.68B
$265,000 0.0% of portfolio
4,576
Q3 2024 Added 33.18%
$7.76B
$268,000 0.0% of portfolio
1,745
Q3 2024 New
$2.21B
$261,000 0.0% of portfolio
3,738
Q3 2024 New
$2.08B
$267,000 0.0% of portfolio
8,340
Q3 2024 New
$8.88B
$244,000 0.0% of portfolio
1,548
Q3 2024 Added 17,100.0%
$4.78B
$277,000 0.0% of portfolio
3,747
Q3 2024 New
$2.35B
$261,000 0.0% of portfolio
14,366
Q3 2024 Added 360.74%
$5.14B
$311,000 0.0% of portfolio
6,474
Q3 2024 New
$4.08B
$245,000 0.0% of portfolio
2,828
Q3 2024 Added 429.59%
$6.46B
$232,000 0.0% of portfolio
5,937
Q3 2024 Added 142.33%
$2.23B
$298,000 0.0% of portfolio
7,106
Q3 2024 Reduced 60.39%
$7.77B
$335,000 0.0% of portfolio
1,923
Q3 2024 New
$8.51B
$278,000 0.0% of portfolio
31,110
Q3 2024 New
$5.07B
$256,000 0.0% of portfolio
3,247
Q3 2024 Added 238.58%

Summary

  • Portfolio
  • No. of Stocks 1,684
  • Current Value $6.71 Billion
  • Prior Value $520 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 496 stocks
  • Additional Purchases 569 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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