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
$30.3B
$890,000 0.01% of portfolio
15,563
Q1 2025 Reduced 35.7%
$8.41B
$478,000 0.01% of portfolio
23,856
Q1 2025 Added 4.23%
$221B
$548,000 0.01% of portfolio
119
Q1 2025 Reduced 75.86%
$89B
$580,000 0.01% of portfolio
17,170
Q1 2025 Reduced 10.23%
$106B
$641,000 0.01% of portfolio
15,495
Q1 2025 Added 6.86%
$11.3B
$429,000 0.01% of portfolio
6,393
Q1 2025 Added 5.81%
$35.8B
$371,000 0.01% of portfolio
12,047
Q1 2025 Reduced 11.95%
$71.6B
$388,000 0.01% of portfolio
3,990
Q1 2025 Reduced 1.16%
$40.4B
$577,000 0.01% of portfolio
4,191
Q1 2025 Reduced 8.19%
$16.3B
$727,000 0.01% of portfolio
16,696
Q1 2025 Reduced 27.64%
$1.7B
$394,000 0.01% of portfolio
5,878
Q1 2025 Added 4.74%
$60.9B
$360,000 0.01% of portfolio
1,558
Q1 2025 New
$3.97B
$368,000 0.01% of portfolio
3,266
Q1 2025 Reduced 3.94%
$148B
$847,000 0.01% of portfolio
11,942
Q1 2025 Reduced 1.09%
$20B
$403,000 0.01% of portfolio
9,858
Q1 2025 Added 8.08%
$98.8B
$390,000 0.01% of portfolio
1,472
Q1 2025 Reduced 2.45%
$889M
$534,000 0.01% of portfolio
396
Q1 2025 Reduced 58.53%
$17.8B
$413,000 0.01% of portfolio
1,282
Q4 2024 Added 8.28%
$7.47B
$470,000 0.01% of portfolio
7,564
Q1 2025 Reduced 6.61%
$10.7B
$390,000 0.01% of portfolio
14,639
Q1 2025 Added 16.04%
$27.5B
$856,000 0.01% of portfolio
4,667
Q1 2025 Added 4.03%
$102B
$1.02 Million 0.01% of portfolio
5,074
Q1 2025 Reduced 29.52%
$0
$910,000 0.01% of portfolio
122,569
Q1 2025 Reduced 22.27%
$8.1B
$539,000 0.01% of portfolio
4,306
Q1 2025 Added 12.31%
$17.2B
$771,000 0.01% of portfolio
2,431
Q1 2025 Added 3.36%
$26.3B
$721,000 0.01% of portfolio
3,471
Q1 2025 Reduced 33.97%
$35.4B
$798,000 0.01% of portfolio
8,047
Q1 2025 Added 28.53%
$31.3B
$964,000 0.01% of portfolio
22,126
Q1 2025 Added 34.97%
$57.1B
$355,000 0.01% of portfolio
14,933
Q1 2025 New
$20.6B
$814,000 0.01% of portfolio
21,766
Q1 2025 Added 10.51%
$33.1B
$914,000 0.01% of portfolio
13,398
Q1 2025 Added 11.15%
$9.95B
$464,000 0.01% of portfolio
2,307
Q1 2025 Reduced 9.1%
$46.6B
$568,000 0.01% of portfolio
10,146
Q1 2025 Reduced 3.99%
$15.1B
$841,000 0.01% of portfolio
25,332
Q1 2025 Added 1.48%
$25.7B
$373,000 0.01% of portfolio
2,699
Q1 2025 Added 22.63%
$0
$352,000 0.01% of portfolio
28,075
Q4 2024 Reduced 1.4%
$0
$1.01 Million 0.01% of portfolio
41,220
Q1 2025 Reduced 12.09%
$20.5B
$411,000 0.01% of portfolio
6,983
Q1 2025 Reduced 43.2%
$48.1B
$437,000 0.01% of portfolio
6,032
Q1 2025 Reduced 68.53%
$8.2B
$474,000 0.01% of portfolio
5,320
Q1 2025 New
$91B
$738,000 0.01% of portfolio
1,698
Q1 2025 Reduced 18.79%
$12.1B
$480,000 0.01% of portfolio
4,749
Q1 2025 Reduced 27.44%
$1.66B
$524,000 0.01% of portfolio
13,720
Q1 2025 Reduced 20.26%
$20.3B
$396,000 0.01% of portfolio
7,415
Q1 2025 Reduced 12.68%
$0
$674,000 0.01% of portfolio
6,733
Q1 2025 Reduced 56.94%
$5.44B
$392,000 0.01% of portfolio
3,670
Q1 2025 Reduced 17.73%
$14.9B
$521,000 0.01% of portfolio
7,563
Q1 2025 Reduced 91.74%
$22.6B
$1.01 Million 0.01% of portfolio
16,191
Q1 2025 Reduced 9.66%
$20B
$706,000 0.01% of portfolio
4,759
Q1 2025 Added 2.54%

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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