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
$7.18B
$1.62 Million 0.02% of portfolio
46,754
Q2 2025 Added 4.15%
$8.89B
$1.21 Million 0.02% of portfolio
32,609
Q2 2025 Added 19.06%
$87B
$1.45 Million 0.02% of portfolio
5,299
Q2 2025 Added 2.26%
$64.1B
$1.79 Million 0.02% of portfolio
22,292
Q2 2025 Added 8.47%
$35.9B
$1.19 Million 0.02% of portfolio
16,855
Q2 2025 Added 14.76%
$52B
$1.83 Million 0.02% of portfolio
24,551
Q2 2025 Added 16.17%
$63.4B
$1.51 Million 0.02% of portfolio
5,895
Q2 2025 Reduced 3.06%
$27.4B
$1.19 Million 0.02% of portfolio
161
Q2 2025 Added 20.15%
$15.9B
$1.69 Million 0.02% of portfolio
23,425
Q2 2025 Added 1.77%
$4.11B
$1.52 Million 0.02% of portfolio
21,116
Q2 2025 Reduced 0.21%
$13.6B
$1.2 Million 0.02% of portfolio
5,198
Q2 2025 Reduced 6.17%
$7.47B
$1.21 Million 0.02% of portfolio
10,959
Q2 2025 Added 18.93%
$26.3B
$1.63 Million 0.02% of portfolio
14,291
Q2 2025 Reduced 4.87%
$55.7B
$1.12 Million 0.02% of portfolio
2,968
Q2 2025 Reduced 2.37%
$40.5B
$1.52 Million 0.02% of portfolio
4,585
Q2 2025 Added 44.73%
$28.7B
$1.44 Million 0.02% of portfolio
25,486
Q2 2025 Added 7.32%
$120B
$1.36 Million 0.02% of portfolio
28,161
Q2 2025 Added 42.0%
$302B
$1.77 Million 0.02% of portfolio
5,828
Q2 2025 Reduced 20.3%
$40.6B
$1.17 Million 0.02% of portfolio
8,087
Q2 2025 Reduced 1.8%
$256B
$1.22 Million 0.02% of portfolio
17,337
Q2 2025 Added 57.92%
$0
$1.29 Million 0.02% of portfolio
21,559
Q2 2025 Added 14.86%
$6.36B
$1.53 Million 0.02% of portfolio
76,237
Q2 2025 Reduced 3.36%
$34.2B
$1.78 Million 0.02% of portfolio
26,654
Q2 2025 Added 3.29%
$52.7B
$1.44 Million 0.02% of portfolio
29,432
Q2 2025 Added 6.7%
$18.1B
$1.17 Million 0.02% of portfolio
13,031
Q2 2025 Added 0.56%
$70.1B
$1.45 Million 0.02% of portfolio
954
Q2 2025 Added 7.31%
$65.5B
$1.77 Million 0.02% of portfolio
6,606
Q2 2025 Added 3.27%
$23.1B
$1.45 Million 0.02% of portfolio
2,445
Q2 2025 Added 5.71%
$0
$1.58 Million 0.02% of portfolio
23,373
Q2 2025 New
$0
$1.49 Million 0.02% of portfolio
19,164
Q2 2025 Added 90.16%
$0
$1.79 Million 0.02% of portfolio
2,704
Q2 2025 Added 81.84%
$39.3B
$1.63 Million 0.02% of portfolio
5,650
Q2 2025 Reduced 11.5%
$45.8B
$1.17 Million 0.02% of portfolio
6,272
Q2 2025 Added 4.29%
$0
$1.77 Million 0.02% of portfolio
21,174
Q2 2025 Added 11.96%
$39.8B
$1.44 Million 0.02% of portfolio
21,207
Q2 2025 Added 14.69%
$1.24B
$875,000 0.01% of portfolio
75,566
Q2 2025 Reduced 2.06%
$0
$583,000 0.01% of portfolio
31,729
Q2 2025 Added 25.81%
$10.9B
$632,000 0.01% of portfolio
2,119
Q2 2025 Added 9.51%
$6.04B
$903,000 0.01% of portfolio
3,169
Q2 2025 Added 5.67%
$8.58B
$785,000 0.01% of portfolio
74,677
Q2 2025 Reduced 1.43%
$14.4B
$569,000 0.01% of portfolio
6,270
Q2 2025 Added 7.64%
$13.8B
$453,000 0.01% of portfolio
6,244
Q2 2025 Added 24.48%
$412B
$621,000 0.01% of portfolio
5,484
Q2 2025 Added 0.31%
$0
$811,000 0.01% of portfolio
85,854
Q2 2025 Reduced 25.94%
$0
$410,000 0.01% of portfolio
7,045
Q2 2025 Added 17.12%
$53.5B
$447,000 0.01% of portfolio
839
Q2 2025 Reduced 46.63%
$32.6B
$487,000 0.01% of portfolio
1,388
Q2 2025 Reduced 3.0%
$1.29B
$388,000 0.01% of portfolio
13,000
Q2 2025 Reduced 10.34%
$3.86B
$400,000 0.01% of portfolio
16,141
Q2 2025 Reduced 6.03%

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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