Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.91 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.5B
$1.31 Million 0.02% of portfolio
10,485
Q1 2025 Reduced 0.79%
$39.9B
$1.48 Million 0.02% of portfolio
147,264
Q1 2025 Reduced 32.67%
$10.8B
$1.44 Million 0.02% of portfolio
74,592
Q1 2025 Reduced 1.89%
$0
$1.1 Million 0.02% of portfolio
51,628
Q1 2025 Added 62.18%
$59.6B
$1.59 Million 0.02% of portfolio
41,998
Q1 2025 Reduced 21.38%
$8.06B
$1.1 Million 0.02% of portfolio
8,691
Q1 2025 Added 1.73%
$17.8B
$1.19 Million 0.02% of portfolio
9,964
Q1 2025 Added 12.17%
$43.5B
$1.59 Million 0.02% of portfolio
3,776
Q1 2025 Added 13.16%
$8.96B
$1.49 Million 0.02% of portfolio
11,002
Q1 2025 Added 7.49%
$99.7B
$1.28 Million 0.02% of portfolio
7,395
Q1 2025 Added 2.37%
$29.4B
$1.64 Million 0.02% of portfolio
19,020
Q1 2025 Reduced 14.86%
$53.7B
$1.08 Million 0.02% of portfolio
18,398
Q1 2025 Added 21.63%
$0
$1.19 Million 0.02% of portfolio
22,102
Q1 2025 Added 107.16%
$0
$1.17 Million 0.02% of portfolio
14,092
Q1 2025 Added 33.66%
$0
$1.13 Million 0.02% of portfolio
19,642
Q1 2025 Added 74.38%
$0
$1.32 Million 0.02% of portfolio
19,130
Q1 2025 Added 0.11%
$0
$1.24 Million 0.02% of portfolio
48,588
Q1 2025 Added 8.47%
$0
$1.1 Million 0.02% of portfolio
43,507
Q1 2025 Added 7.39%
$0
$1.66 Million 0.02% of portfolio
8,821
Q1 2025 Reduced 19.87%
$0
$1.63 Million 0.02% of portfolio
30,954
Q1 2025 Added 4.62%
$0
$1.05 Million 0.02% of portfolio
11,248
Q1 2025 Added 11.41%
$0
$1.27 Million 0.02% of portfolio
4,156
Q1 2025 Added 8.09%
$0
$1.17 Million 0.02% of portfolio
3,253
Q1 2025 Added 0.12%
$0
$1.28 Million 0.02% of portfolio
10,178
Q1 2025 Added 14.6%
$0
$1.17 Million 0.02% of portfolio
13,797
Q1 2025 Added 11.37%
$0
$1.17 Million 0.02% of portfolio
4,383
Q1 2025 Added 114.64%
$0
$1.48 Million 0.02% of portfolio
11,016
Q1 2025 Reduced 0.94%
$0
$1.25 Million 0.02% of portfolio
8,191
Q1 2025 Reduced 91.66%
$0
$1.27 Million 0.02% of portfolio
20,040
Q1 2025 Reduced 15.0%
$0
$1.47 Million 0.02% of portfolio
29,107
Q1 2025 Reduced 0.44%
$0
$1.5 Million 0.02% of portfolio
30,918
Q1 2025 Added 3.4%
$28.6B
$1.42 Million 0.02% of portfolio
9,471
Q1 2025 Added 11.79%
$5.59B
$1.61 Million 0.02% of portfolio
44,893
Q1 2025 Added 3.62%
$10.5B
$1.17 Million 0.02% of portfolio
27,388
Q1 2025 Added 4.0%
$84.3B
$1.23 Million 0.02% of portfolio
5,182
Q1 2025 Reduced 6.46%
$102B
$1.65 Million 0.02% of portfolio
2,445
Q1 2025 Reduced 59.18%
$130B
$1.63 Million 0.02% of portfolio
833
Q1 2025 Added 6.52%
$62.7B
$1.65 Million 0.02% of portfolio
20,552
Q1 2025 Reduced 6.05%
$52B
$1.39 Million 0.02% of portfolio
21,133
Q1 2025 Added 12.23%
$57.2B
$1.44 Million 0.02% of portfolio
6,081
Q1 2025 Added 6.39%
$3.97B
$1.6 Million 0.02% of portfolio
21,160
Q1 2025 Added 3.33%
$0
$1.36 Million 0.02% of portfolio
36,793
Q1 2025 Added 0.99%
$15.8B
$1.21 Million 0.02% of portfolio
5,540
Q1 2025 Added 0.69%
$0
$1.06 Million 0.02% of portfolio
217,035
Q1 2025 Reduced 9.21%
$26.1B
$1.64 Million 0.02% of portfolio
15,023
Q1 2025 Reduced 34.09%
$51.8B
$1.24 Million 0.02% of portfolio
1,955
Q1 2025 Added 18.63%
$28.5B
$1.28 Million 0.02% of portfolio
23,748
Q1 2025 Added 18.94%
$0
$1.05 Million 0.02% of portfolio
73,571
Q1 2025 Reduced 17.49%
$125B
$1.1 Million 0.02% of portfolio
19,832
Q1 2025 Added 18.47%

Summary

  • Portfolio
  • No. of Stocks 1,601
  • Current Value $6.91 Billion
  • Prior Value $6.78 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 72 stocks
  • Additional Purchases 529 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 436 stocks
Track This Portfolio

Track Benjamin Edwards Inc Portfolio

Follow Benjamin Edwards Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email