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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.62 Million 0.02% of portfolio
39,022
Q2 2025 Added 1.07%
$3.13B
$1.6 Million 0.02% of portfolio
15,549
Q2 2025 Added 27.53%
$38.8B
$1.24 Million 0.02% of portfolio
25,215
Q2 2025 Added 13.96%
$24.6B
$1.81 Million 0.02% of portfolio
13,151
Q2 2025 Added 8.52%
$1.33B
$1.76 Million 0.02% of portfolio
125,965
Q2 2025 Added 0.2%
$17.6B
$1.12 Million 0.02% of portfolio
42,243
Q2 2025 Reduced 7.4%
$18.3B
$1.29 Million 0.02% of portfolio
15,512
Q2 2025 Reduced 20.76%
$0
$1.56 Million 0.02% of portfolio
63,643
Q2 2025 Added 19.5%
$0
$1.85 Million 0.02% of portfolio
38,663
Q2 2025 Added 20.77%
$0
$1.46 Million 0.02% of portfolio
24,516
Q2 2025 Added 19.85%
$0
$1.7 Million 0.02% of portfolio
61,420
Q2 2025 Added 48.41%
$0
$1.5 Million 0.02% of portfolio
45,491
Q2 2025 Added 21.57%
$0
$1.41 Million 0.02% of portfolio
8,952
Q2 2025 Added 14.58%
$0
$1.45 Million 0.02% of portfolio
53,549
Q2 2025 Reduced 60.41%
$0
$1.66 Million 0.02% of portfolio
39,595
Q2 2025 Added 1.02%
$0
$1.36 Million 0.02% of portfolio
25,354
Q2 2025 New
$12B
$1.28 Million 0.02% of portfolio
8,934
Q2 2025 Added 2.8%
$20.2B
$1.17 Million 0.02% of portfolio
9,636
Q2 2025 Reduced 3.29%
$25.6B
$1.21 Million 0.02% of portfolio
72,389
Q2 2025 Added 13.41%
$8.31B
$1.45 Million 0.02% of portfolio
10,659
Q2 2025 Reduced 3.12%
$0
$1.49 Million 0.02% of portfolio
40,038
Q2 2025 Added 444.36%
$0
$1.21 Million 0.02% of portfolio
29,248
Q2 2025 New
$0
$1.43 Million 0.02% of portfolio
73,098
Q2 2025 Reduced 62.33%
$0
$1.23 Million 0.02% of portfolio
11,288
Q2 2025 Added 10.45%
$9.37B
$1.68 Million 0.02% of portfolio
39,180
Q2 2025 Reduced 56.32%
$58.1B
$1.14 Million 0.02% of portfolio
18,361
Q2 2025 Reduced 0.2%
$0
$1.2 Million 0.02% of portfolio
28,983
Q2 2025 Added 15.54%
$0
$1.16 Million 0.02% of portfolio
24,095
Q2 2025 New
$0
$1.18 Million 0.02% of portfolio
26,764
Q2 2025 New
$0
$1.18 Million 0.02% of portfolio
31,534
Q2 2025 Added 45.38%
$0
$1.33 Million 0.02% of portfolio
21,572
Q2 2025 Added 9.83%
$0
$1.4 Million 0.02% of portfolio
16,772
Q2 2025 Added 68.92%
$0
$1.15 Million 0.02% of portfolio
10,306
Q2 2025 Added 2.1%
$0
$1.22 Million 0.02% of portfolio
47,752
Q2 2025 Reduced 1.72%
$0
$1.81 Million 0.02% of portfolio
33,873
Q2 2025 Added 9.43%
$0
$1.57 Million 0.02% of portfolio
17,543
Q2 2025 Added 249.25%
$0
$1.74 Million 0.02% of portfolio
18,543
Q2 2025 Added 64.86%
$0
$1.59 Million 0.02% of portfolio
51,746
Q2 2025 Reduced 60.82%
$0
$1.42 Million 0.02% of portfolio
4,188
Q2 2025 Added 0.77%
$0
$1.37 Million 0.02% of portfolio
10,387
Q2 2025 Added 2.05%
$0
$1.43 Million 0.02% of portfolio
5,389
Q2 2025 Added 22.95%
$0
$1.45 Million 0.02% of portfolio
10,921
Q2 2025 Reduced 0.86%
$0
$1.49 Million 0.02% of portfolio
7,903
Q2 2025 Reduced 3.52%
$0
$1.25 Million 0.02% of portfolio
25,157
Q2 2025 Added 24.87%
$0
$1.69 Million 0.02% of portfolio
33,283
Q2 2025 Added 14.35%
$0
$1.15 Million 0.02% of portfolio
18,800
Q2 2025 Added 11.9%
$39.1B
$1.15 Million 0.02% of portfolio
34,691
Q2 2025 Added 56.17%
$5.27B
$1.46 Million 0.02% of portfolio
12,882
Q2 2025 Added 46.79%
$125B
$1.16 Million 0.02% of portfolio
8,687
Q2 2025 Added 27.49%

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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