Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.78 Billion
  • Q4 2024

Benjamin Edwards Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.78 Billion distributed in 1708 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $204M, Microsoft Corp with a value of $134M, Invesco Exchange Traded Fd Tr with a value of $117M, Spdr S&P 400 Mid Cap Growth Et with a value of $103M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $94.1M.

Examining the 13F form we can see an increase of $72.1M in the current position value, from $6.71B to 6.78B.

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 $6.78 Billion
ETFs: $2.53 Billion
Technology: $1.03 Billion
Industrials: $634 Million
Financial Services: $494 Million
Healthcare: $451 Million
Consumer Cyclical: $438 Million
Consumer Defensive: $341 Million
Utilities: $230 Million
Other: $603 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.5B
$1.6 Million 0.02% of portfolio
11,188
Q4 2024 Added 36.09%
$0
$1.4 Million 0.02% of portfolio
56,623
Q4 2024 Added 12.55%
$68.8B
$1.21 Million 0.02% of portfolio
6,789
Q4 2024 Reduced 2.02%
$15.8B
$1.16 Million 0.02% of portfolio
23,072
Q4 2024 Added 28.1%
$5.61B
$1.15 Million 0.02% of portfolio
10,888
Q4 2024 Added 2.83%
$38.4B
$1.65 Million 0.02% of portfolio
8,929
Q4 2024 Reduced 1.24%
$28.6B
$1.6 Million 0.02% of portfolio
8,578
Q4 2024 Added 8.21%
$26.7B
$1.23 Million 0.02% of portfolio
11,713
Q4 2024 Added 3.64%
$10.7B
$1.33 Million 0.02% of portfolio
5,797
Q4 2024 Added 1.17%
$11.3B
$1.2 Million 0.02% of portfolio
955
Q4 2024 Added 3.69%
$0
$1.31 Million 0.02% of portfolio
54,479
Q4 2024 Reduced 14.66%
$67.1B
$1.62 Million 0.02% of portfolio
7,199
Q4 2024 Added 4.62%
$0
$1.35 Million 0.02% of portfolio
157,689
Q4 2024 Reduced 11.44%
$32.2B
$1.51 Million 0.02% of portfolio
21,137
Q4 2024 Reduced 6.15%
$75.7B
$1.41 Million 0.02% of portfolio
4,119
Q4 2024 Reduced 20.94%
$88.9B
$1.29 Million 0.02% of portfolio
28,628
Q4 2024 Reduced 20.12%
$0
$1.23 Million 0.02% of portfolio
33,745
Q4 2024 Added 2.83%
$1.37B
$1.49 Million 0.02% of portfolio
110,302
Q4 2024 Added 6.81%
$16.3B
$1.37 Million 0.02% of portfolio
3,255
Q4 2024 Added 21.27%
$24.6B
$1.69 Million 0.02% of portfolio
42,193
Q4 2024 Reduced 14.13%
$13.5B
$1.63 Million 0.02% of portfolio
30,043
Q4 2024 Added 16.65%
$0
$1.16 Million 0.02% of portfolio
118,367
Q4 2024 Reduced 15.66%
$0
$1.18 Million 0.02% of portfolio
46,887
Q4 2024 Reduced 10.45%
$44.8B
$1.42 Million 0.02% of portfolio
19,168
Q4 2024 Added 25.08%
$17.6B
$1.63 Million 0.02% of portfolio
3,597
Q4 2024 Added 24.12%
$0
$1.56 Million 0.02% of portfolio
15,637
Q4 2024 Reduced 6.5%
$21.5B
$1.03 Million 0.02% of portfolio
17,923
Q4 2024 Added 12.34%
$45.4B
$1.03 Million 0.02% of portfolio
12,698
Q4 2024 Added 244.87%
$0
$1.3 Million 0.02% of portfolio
25,448
Q4 2024 Reduced 0.62%
$0
$1.15 Million 0.02% of portfolio
52,000
Q4 2024 Added 45.01%
$0
$1.09 Million 0.02% of portfolio
66,456
Q4 2024 Added 2.79%
$0
$1.68 Million 0.02% of portfolio
35,660
Q4 2024 Reduced 9.76%
$0
$1.16 Million 0.02% of portfolio
7,838
Q4 2024 Reduced 5.94%
$0
$1.14 Million 0.02% of portfolio
19,272
Q4 2024 Reduced 6.48%
$0
$1.07 Million 0.02% of portfolio
29,568
Q4 2024 Reduced 1.49%
$0
$1.54 Million 0.02% of portfolio
37,245
Q4 2024 Added 47.42%
$0
$1.42 Million 0.02% of portfolio
29,783
Q4 2024 Added 72.63%
$0
$1.09 Million 0.02% of portfolio
31,738
Q4 2024 Reduced 2.82%
$0
$1.61 Million 0.02% of portfolio
12,867
Q4 2024 Reduced 0.63%
$0
$1.14 Million 0.02% of portfolio
11,245
Q4 2024 Reduced 2.59%
$79.5B
$1.32 Million 0.02% of portfolio
10,569
Q4 2024 Reduced 9.06%
$5.14B
$1.21 Million 0.02% of portfolio
24,531
Q4 2024 Added 0.8%
$9.59B
$1.54 Million 0.02% of portfolio
76,029
Q4 2024 Added 4.86%
$8.08B
$1.32 Million 0.02% of portfolio
8,543
Q4 2024 Reduced 0.21%
$16.8B
$1.04 Million 0.02% of portfolio
8,883
Q4 2024 Added 0.35%
$14.5B
$1.38 Million 0.02% of portfolio
5,822
Q4 2024 Added 1.22%
$35B
$1.38 Million 0.02% of portfolio
3,337
Q4 2024 Added 77.5%
$32.3B
$1.06 Million 0.02% of portfolio
11,769
Q4 2024 Added 1.92%
$8.86B
$1.41 Million 0.02% of portfolio
10,235
Q4 2024 Added 4.39%

Summary

  • Portfolio
  • No. of Stocks 1,708
  • Current Value $6.78 Billion
  • Prior Value $6.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 75 stocks
  • Additional Purchases 643 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 350 stocks
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