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
$17.5B
$45.1 Million 0.61% of portfolio
595,233
Q2 2025 Added 8.66%
$20.8B
$44.9 Million 0.6% of portfolio
201,424
Q2 2025 Added 1.69%
$39.4B
$42.7 Million 0.57% of portfolio
175,619
Q2 2025 Added 0.82%
$47.1B
$42.8 Million 0.57% of portfolio
478,957
Q2 2025 Added 1.6%
$0
$42.6 Million 0.57% of portfolio
490,897
Q2 2025 Reduced 52.11%
$70.3B
$41.2 Million 0.55% of portfolio
344,599
Q2 2025 Added 1.7%
$63.2B
$40.2 Million 0.54% of portfolio
125,455
Q2 2025 Added 3.29%
$1.69T
$38.4 Million 0.52% of portfolio
52,036
Q2 2025 Added 2.09%
$81.8B
$38.8 Million 0.52% of portfolio
92,223
Q2 2025 Added 2.74%
$278M
$38.3 Million 0.51% of portfolio
342,214
Q2 2025 New
$896B
$37.5 Million 0.5% of portfolio
129,469
Q2 2025 Added 3.19%
$216B
$37.5 Million 0.5% of portfolio
474,255
Q2 2025 Added 6.66%
$70.5B
$36.1 Million 0.49% of portfolio
231,729
Q2 2025 Added 0.4%
$85B
$34.9 Million 0.47% of portfolio
517,912
Q2 2025 Added 3.17%
$0
$33.3 Million 0.45% of portfolio
584,672
Q2 2025 Reduced 2.55%
$0
$33.1 Million 0.44% of portfolio
1,562,239
Q2 2025 Added 3.92%
$0
$33.1 Million 0.44% of portfolio
436,328
Q2 2025 Added 35.3%
$0
$32.1 Million 0.43% of portfolio
813,532
Q2 2025 Added 8.75%
$230B
$30.9 Million 0.41% of portfolio
104,833
Q2 2025 Added 1.75%
$0
$30.2 Million 0.41% of portfolio
183,932
Q2 2025 Added 2.42%
$72.6B
$29.9 Million 0.4% of portfolio
37,643
Q2 2025 Added 3.48%
$0
$30.1 Million 0.4% of portfolio
54,566
Q2 2025 Added 6.63%
$0
$29.4 Million 0.4% of portfolio
103,550
Q2 2025 Added 2.33%
$11.8B
$28.5 Million 0.38% of portfolio
157,929
Q2 2025 Added 4.39%
$562B
$28.6 Million 0.38% of portfolio
80,649
Q2 2025 Added 3.36%
$0
$27.8 Million 0.37% of portfolio
44,708
Q2 2025 Reduced 1.81%
$0
$25.5 Million 0.34% of portfolio
187,705
Q2 2025 Added 851.37%
$65.3B
$24.9 Million 0.33% of portfolio
88,313
Q2 2025 Reduced 7.46%
$1.44T
$24.7 Million 0.33% of portfolio
140,153
Q2 2025 Reduced 1.8%
$0
$24.2 Million 0.33% of portfolio
1,017,515
Q2 2025 Reduced 54.72%
$0
$23 Million 0.31% of portfolio
367,052
Q2 2025 Added 12.48%
$128B
$22.4 Million 0.3% of portfolio
94,122
Q2 2025 Added 0.02%
$0
$22.5 Million 0.3% of portfolio
502,705
Q2 2025 Added 5.13%
$140B
$22.2 Million 0.3% of portfolio
319,263
Q2 2025 Added 3.53%
$0
$22.1 Million 0.3% of portfolio
87,299
Q2 2025 Reduced 5.06%
$1.47T
$21.8 Million 0.29% of portfolio
123,055
Q2 2025 Added 0.59%
$54.3B
$21.5 Million 0.29% of portfolio
124,945
Q2 2025 Added 5.46%
$125B
$21.3 Million 0.29% of portfolio
244,706
Q2 2025 Reduced 4.15%
$830B
$21.4 Million 0.29% of portfolio
97,942
Q2 2025 Added 3.7%
$0
$21.2 Million 0.29% of portfolio
704,543
Q2 2025 Added 4.68%
$32.8B
$20.5 Million 0.28% of portfolio
251,485
Q2 2025 Added 2.19%
$13.1B
$20.7 Million 0.28% of portfolio
70,946
Q2 2025 Added 2.98%
$0
$20.8 Million 0.28% of portfolio
273,908
Q2 2025 Added 517.13%
$0
$20.4 Million 0.27% of portfolio
75,639
Q2 2025 Reduced 4.98%
$123B
$20 Million 0.27% of portfolio
43,255
Q2 2025 Added 4.58%
$0
$20.1 Million 0.27% of portfolio
65,973
Q2 2025 Added 5.72%
$310B
$19 Million 0.26% of portfolio
132,975
Q2 2025 Added 3.32%
$467B
$19.1 Million 0.26% of portfolio
125,254
Q2 2025 Added 1.36%
$246B
$19.4 Million 0.26% of portfolio
71,019
Q2 2025 Added 39.37%

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
Track This Portfolio

Track Benjamin Edwards Inc Portfolio

Follow Benjamin Edwards Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benjamin Edwards Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benjamin Edwards Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email