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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.08B
$3.06 Million 0.04% of portfolio
54,466
Q2 2025 Added 6.3%
$625M
$1.93 Million 0.03% of portfolio
87,765
Q2 2025 Added 3.52%
$1.44B
$1.21 Million 0.02% of portfolio
111,771
Q2 2025 Added 15.75%
$1.28B
$1.76 Million 0.02% of portfolio
125,965
Q2 2025 Added 0.2%
$1.24B
$875,000 0.01% of portfolio
75,566
Q2 2025 Reduced 2.06%
$1.29B
$388,000 0.01% of portfolio
13,000
Q2 2025 Reduced 10.34%
$1.52B
$538,000 0.01% of portfolio
31,656
Q2 2025 Added 20.3%
$1.04B
$472,000 0.01% of portfolio
4,235
Q2 2025 Added 969.44%
$1.71B
$476,000 0.01% of portfolio
15,207
Q2 2025 Added 10.84%
$1.58B
$548,000 0.01% of portfolio
8,435
Q2 2025 Added 13.08%
$1.62B
$981,000 0.01% of portfolio
19,154
Q2 2025 New
$868M
$591,000 0.01% of portfolio
63,034
Q2 2025 Added 1.82%
$349M
$389,000 0.01% of portfolio
16,751
Q2 2025 Added 2.23%
$1.48B
$638,000 0.01% of portfolio
41,795
Q2 2025 Reduced 3.48%
$875M
$833,000 0.01% of portfolio
164,776
Q2 2025 Reduced 3.54%
$1.44B
$879,000 0.01% of portfolio
23,913
Q2 2025 Added 10.86%
$1.52B
$852,000 0.01% of portfolio
3,491
Q2 2025 Added 11.43%
$333M
$411,000 0.01% of portfolio
36,120
Q2 2025 New
$1.54B
$211,000 0.0% of portfolio
2,054
Q2 2025 Reduced 13.81%
$1.38B
$264,000 0.0% of portfolio
1,412
Q2 2025 Added 12.24%
$560M
$198,000 0.0% of portfolio
12,929
Q2 2025 New
$1.98B
$252,000 0.0% of portfolio
4,277
Q2 2025 Added 9.58%
$572M
$264,000 0.0% of portfolio
24,992
Q2 2025 Added 2.69%
$1.94B
$142,000 0.0% of portfolio
19,971
Q2 2025 Added 51.47%
$1.63B
$367,000 0.0% of portfolio
12,316
Q2 2025 Added 11.58%
$1.92B
$329,000 0.0% of portfolio
8,560
Q2 2025 Reduced 57.91%
$800M
$283,000 0.0% of portfolio
51,842
Q2 2025 Added 23.4%

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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