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
$0
$1.23 Million 0.02% of portfolio
29,461
Q1 2025 Reduced 39.26%
$0
$1.6 Million 0.02% of portfolio
18,651
Q1 2025 Reduced 42.92%
$0
$1.07 Million 0.02% of portfolio
2,539
Q1 2025 Added 6.28%
$6.2B
$1.56 Million 0.02% of portfolio
78,886
Q1 2025 Added 7.52%
$25.9B
$1.37 Million 0.02% of portfolio
25,806
Q1 2025 Added 0.77%
$0
$1.07 Million 0.02% of portfolio
30,429
Q1 2025 Added 15.85%
$52B
$1.3 Million 0.02% of portfolio
27,585
Q1 2025 Added 72.37%
$12.8B
$1.07 Million 0.02% of portfolio
12,959
Q1 2025 Added 18.53%
$31.6B
$1.73 Million 0.02% of portfolio
31,547
Q1 2025 Added 9.97%
$78.3B
$1.23 Million 0.02% of portfolio
889
Q1 2025 Reduced 16.92%
$63.5B
$1.69 Million 0.02% of portfolio
6,397
Q1 2025 Reduced 2.34%
$23.9B
$1.34 Million 0.02% of portfolio
2,313
Q1 2025 Added 51.57%
$0
$1.09 Million 0.02% of portfolio
28,157
Q1 2025 Added 10.38%
$160B
$1.5 Million 0.02% of portfolio
25,257
Q1 2025 Added 7.52%
$0
$1.52 Million 0.02% of portfolio
17,738
Q1 2025 Reduced 25.12%
$0
$1.47 Million 0.02% of portfolio
17,759
Q1 2025 Added 4.87%
$0
$1.1 Million 0.02% of portfolio
90,765
Q1 2025 Reduced 8.52%
$49.4B
$1.17 Million 0.02% of portfolio
6,014
Q1 2025 Reduced 11.06%
$0
$1.51 Million 0.02% of portfolio
18,912
Q1 2025 Added 51.01%
$37.5B
$1.31 Million 0.02% of portfolio
18,490
Q1 2025 Added 11.35%
$866M
$673,000 0.01% of portfolio
77,155
Q1 2025 Added 10.34%
$0
$520,000 0.01% of portfolio
25,219
Q4 2024 Added 13.4%
$8.53B
$509,000 0.01% of portfolio
1,935
Q1 2025 Added 2.44%
$4.66B
$357,000 0.01% of portfolio
2,999
Q1 2025 Reduced 13.97%
$7.02B
$940,000 0.01% of portfolio
75,760
Q1 2025 Reduced 0.7%
$33.7B
$995,000 0.01% of portfolio
8,506
Q1 2025 Reduced 5.06%
$55.5B
$512,000 0.01% of portfolio
4,727
Q1 2025 Reduced 13.61%
$54.8B
$835,000 0.01% of portfolio
6,995
Q1 2025 Added 0.82%
$14.4B
$529,000 0.01% of portfolio
5,825
Q1 2025 Added 0.6%
$11.3B
$464,000 0.01% of portfolio
5,016
Q1 2025 Added 2.35%
$318B
$722,000 0.01% of portfolio
5,467
Q1 2025 Added 17.19%
$0
$398,000 0.01% of portfolio
9,111
Q1 2025 Reduced 17.17%
$54.2B
$761,000 0.01% of portfolio
1,572
Q1 2025 Added 33.33%
$29.5B
$452,000 0.01% of portfolio
1,431
Q1 2025 Added 6.63%
$1.3B
$417,000 0.01% of portfolio
14,500
Q4 2024 Added 16.0%
$121B
$922,000 0.01% of portfolio
3,480
Q1 2025 Added 11.65%
$1.63B
$686,000 0.01% of portfolio
96,566
Q1 2025 Reduced 23.58%
$3.99B
$450,000 0.01% of portfolio
17,176
Q1 2025 Reduced 1.56%
$0
$532,000 0.01% of portfolio
24,021
Q1 2025 Reduced 16.58%
$53.1B
$653,000 0.01% of portfolio
2,658
Q1 2025 Added 3.38%
$2.71B
$777,000 0.01% of portfolio
18,570
Q1 2025 Reduced 8.03%
$37.2B
$459,000 0.01% of portfolio
10,466
Q1 2025 Reduced 76.61%
$73B
$668,000 0.01% of portfolio
6,997
Q1 2025 Added 5.3%
$71.6B
$885,000 0.01% of portfolio
10,559
Q1 2025 Added 1.48%
$5.27B
$346,000 0.01% of portfolio
7,984
Q1 2025 Added 9.88%
$0
$807,000 0.01% of portfolio
34,462
Q1 2025 Reduced 2.02%
$1.2B
$513,000 0.01% of portfolio
26,314
Q1 2025 Added 8.03%
$8.45B
$668,000 0.01% of portfolio
9,573
Q1 2025 Reduced 2.89%
$4.83B
$798,000 0.01% of portfolio
17,405
Q1 2025 Reduced 5.56%

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
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