Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.71 Billion
  • Q3 2024

Benjamin Edwards Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $6.71 Billion distributed in 1684 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $187M, Microsoft Corp with a value of $133M, Invesco Exchange Traded Fd Tr with a value of $115M, Ishares Tr Bb Rated Corporate with a value of $87.7M, and Spdr S&P 400 Mid Cap Growth Et with a value of $87.1M.

Examining the 13F form we can see an increase of $6.19B in the current position value, from $520M to 6.71B.

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 $6.71 Billion
ETFs: $2.47 Billion
Technology: $950 Million
Industrials: $633 Million
Healthcare: $530 Million
Financial Services: $496 Million
Consumer Cyclical: $434 Million
Consumer Defensive: $344 Million
Utilities: $244 Million
Other: $579 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.7B
$10.9 Million 0.16% of portfolio
13,395
Q3 2024 Added 4,085.94%
$139B
$10.6 Million 0.16% of portfolio
286,198
Q3 2024 Added 128.68%
$0
$10.6 Million 0.16% of portfolio
212,021
Q3 2024 New
$1.11T
$10.9 Million 0.16% of portfolio
41,766
Q3 2024 Added 95.64%
$0
$10.5 Million 0.16% of portfolio
218,787
Q3 2024 New
$226B
$10.2 Million 0.15% of portfolio
37,649
Q3 2024 Added 326.28%
$31.5B
$9.92 Million 0.15% of portfolio
95,783
Q3 2024 Added 7,123.45%
$20.6B
$10.3 Million 0.15% of portfolio
63,368
Q3 2024 Added 7,175.32%
$0
$9.74 Million 0.15% of portfolio
96,223
Q3 2024 Added 1,294.33%
$0
$10.2 Million 0.15% of portfolio
405,657
Q3 2024 Added 244.64%
$18.2B
$10.1 Million 0.15% of portfolio
119,930
Q3 2024 Added 1,001.29%
$117B
$10.2 Million 0.15% of portfolio
29,744
Q3 2024 Added 406.63%
$174B
$9.79 Million 0.15% of portfolio
80,803
Q3 2024 Added 729.68%
$1.45B
$9.23 Million 0.14% of portfolio
310,140
Q3 2024 Added 2,924.87%
$67.5B
$9.24 Million 0.14% of portfolio
82,605
Q3 2024 New
$0
$9.36 Million 0.14% of portfolio
272,971
Q3 2024 New
$70.7B
$9.34 Million 0.14% of portfolio
36,613
Q3 2024 Added 7,037.04%
$0
$9.59 Million 0.14% of portfolio
82,015
Q3 2024 Added 12,734.9%
$0
$9.55 Million 0.14% of portfolio
373,949
Q3 2024 Added 938.55%
$99.3B
$9.38 Million 0.14% of portfolio
106,146
Q3 2024 Added 3,520.26%
$154B
$9.56 Million 0.14% of portfolio
37,685
Q3 2024 Added 340.45%
$0
$9.6 Million 0.14% of portfolio
113,529
Q3 2024 New
$0
$8.94 Million 0.13% of portfolio
354,611
Q3 2024 Added 892.09%
$61.6B
$8.78 Million 0.13% of portfolio
397,332
Q3 2024 Added 2,388.46%
$27.9B
$8.78 Million 0.13% of portfolio
80,594
Q3 2024 Added 9,315.19%
$36.2B
$8.79 Million 0.13% of portfolio
36,024
Q3 2024 Added 8,951.26%
$214B
$8.93 Million 0.13% of portfolio
9,988
Q3 2024 Added 2,963.8%
$209B
$8.71 Million 0.13% of portfolio
14,088
Q3 2024 Added 538.62%
$229B
$7.88 Million 0.12% of portfolio
48,029
Q3 2024 Added 7,133.28%
$16.9B
$8.03 Million 0.12% of portfolio
141,623
Q3 2024 Added 6,417.4%
$20B
$7.93 Million 0.12% of portfolio
76,816
Q3 2024 Added 15,481.34%
$58B
$7.79 Million 0.12% of portfolio
40,847
Q3 2024 Added 904.35%
$8.9B
$8.33 Million 0.12% of portfolio
113,013
Q3 2024 Added 912.66%
$19.8B
$8.15 Million 0.12% of portfolio
62,048
Q3 2024 Added 6,123.47%
$0
$7.91 Million 0.12% of portfolio
98,489
Q3 2024 Added 2,785.7%
$0
$8.22 Million 0.12% of portfolio
77,000
Q3 2024 New
$0
$7.93 Million 0.12% of portfolio
95,400
Q3 2024 Added 9,262.12%
$0
$7.75 Million 0.12% of portfolio
14,689
Q3 2024 New
$158B
$7.38 Million 0.11% of portfolio
36,539
Q3 2024 Added 60.23%
$244B
$7.17 Million 0.11% of portfolio
134,748
Q3 2024 Added 1,496.35%
$0
$7.39 Million 0.11% of portfolio
124,710
Q3 2024 New
$0
$7.15 Million 0.11% of portfolio
239,047
Q3 2024 Added 296.92%
$0
$7.1 Million 0.11% of portfolio
60,594
Q3 2024 New
$15.3B
$7.42 Million 0.11% of portfolio
84,830
Q3 2024 Added 5,832.17%
$0
$7.38 Million 0.11% of portfolio
130,434
Q3 2024 New
$4.17B
$7.08 Million 0.11% of portfolio
141,165
Q3 2024 Added 971.3%
$401B
$7.51 Million 0.11% of portfolio
10,587
Q3 2024 Added 3,971.92%
$4.83B
$7.41 Million 0.11% of portfolio
157,079
Q3 2024 Added 8,995.48%
$14.8B
$7.23 Million 0.11% of portfolio
27,530
Q3 2024 Added 3,861.15%

Summary

  • Portfolio
  • No. of Stocks 1,684
  • Current Value $6.71 Billion
  • Prior Value $520 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 496 stocks
  • Additional Purchases 569 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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