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
$22.8B
$7.05 Million 0.11% of portfolio
78,365
Q3 2024 Added 9,445.07%
$22.9B
$7.14 Million 0.11% of portfolio
33,147
Q3 2024 Added 1,577.48%
$0
$7.19 Million 0.11% of portfolio
46,652
Q3 2024 Added 10,175.77%
$0
$7.5 Million 0.11% of portfolio
92,874
Q3 2024 Added 910.16%
$61.6B
$7.39 Million 0.11% of portfolio
172,917
Q3 2024 Added 9,369.72%
$0
$7.19 Million 0.11% of portfolio
41,177
Q3 2024 Added 8,135.4%
$55B
$6.51 Million 0.1% of portfolio
34,362
Q3 2024 Added 855.56%
$49.9B
$7.02 Million 0.1% of portfolio
68,405
Q3 2024 Added 28.95%
$275B
$6.72 Million 0.1% of portfolio
93,563
Q3 2024 Added 485.39%
$73.6B
$6.39 Million 0.1% of portfolio
23,349
Q3 2024 Added 989.04%
$0
$6.51 Million 0.1% of portfolio
179,022
Q3 2024 Added 19,026.28%
$40.7B
$6.9 Million 0.1% of portfolio
39,186
Q3 2024 Added 16,646.15%
$11.6B
$6.87 Million 0.1% of portfolio
217,302
Q3 2024 Added 24,509.51%
$191B
$6.72 Million 0.1% of portfolio
13,673
Q3 2024 Added 148.74%
$143B
$6.95 Million 0.1% of portfolio
240,258
Q3 2024 Added 1,399.93%
$24.6B
$6.64 Million 0.1% of portfolio
284,755
Q3 2024 Added 13,948.1%
$0
$6.73 Million 0.1% of portfolio
148,583
Q3 2024 New
$9.39B
$6.95 Million 0.1% of portfolio
77,387
Q3 2024 Added 6,682.38%
$84.2B
$6.48 Million 0.1% of portfolio
26,660
Q3 2024 New
$0
$6.68 Million 0.1% of portfolio
68,278
Q3 2024 New
$9B
$6.42 Million 0.1% of portfolio
74,005
Q3 2024 Added 6,995.4%
$77.4B
$6.51 Million 0.1% of portfolio
142,264
Q3 2024 Added 1,261.64%
$92.4B
$6.72 Million 0.1% of portfolio
32,380
Q3 2024 Added 486.91%
$125B
$5.96 Million 0.09% of portfolio
115,235
Q3 2024 New
$22.5B
$6.18 Million 0.09% of portfolio
30,277
Q3 2024 Added 5,967.54%
$189B
$6.24 Million 0.09% of portfolio
149,314
Q3 2024 Added 290.65%
$54.9B
$6.03 Million 0.09% of portfolio
37,279
Q3 2024 Added 10,864.41%
$0
$5.96 Million 0.09% of portfolio
131,817
Q3 2024 Added 1,029.34%
$0
$6.13 Million 0.09% of portfolio
46,618
Q3 2024 Added 4,103.61%
$0
$6.2 Million 0.09% of portfolio
133,202
Q3 2024 Added 128.3%
$0
$6.06 Million 0.09% of portfolio
104,791
Q3 2024 Added 213.58%
$0
$6.22 Million 0.09% of portfolio
45,944
Q3 2024 New
$0
$6.37 Million 0.09% of portfolio
70,421
Q3 2024 Added 256.83%
$0
$5.98 Million 0.09% of portfolio
124,148
Q3 2024 Added 10,752.1%
$146B
$6.29 Million 0.09% of portfolio
25,529
Q3 2024 Added 940.73%
$85.9B
$5.14 Million 0.08% of portfolio
18,979
Q3 2024 Added 8,852.36%
$0
$5.28 Million 0.08% of portfolio
228,328
Q3 2024 New
$63.2B
$5.44 Million 0.08% of portfolio
67,588
Q3 2024 Added 1,111.47%
$14.5B
$5.06 Million 0.08% of portfolio
81,559
Q3 2024 Added 9,427.92%
$0
$5.37 Million 0.08% of portfolio
52,491
Q3 2024 New
$0
$5.22 Million 0.08% of portfolio
50,136
Q3 2024 New
$0
$5.31 Million 0.08% of portfolio
74,035
Q3 2024 New
$0
$5.33 Million 0.08% of portfolio
129,079
Q3 2024 New
$0
$5.38 Million 0.08% of portfolio
56,133
Q3 2024 New
$0
$5.55 Million 0.08% of portfolio
109,104
Q3 2024 Added 95.66%
$225B
$5.23 Million 0.08% of portfolio
45,491
Q3 2024 Added 90.1%
$201B
$5.44 Million 0.08% of portfolio
44,814
Q3 2024 Added 337.25%
$3.91B
$5.32 Million 0.08% of portfolio
63,938
Q3 2024 Added 8,867.46%
$0
$5.27 Million 0.08% of portfolio
104,238
Q3 2024 Added 33,743.51%

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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