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
$0
$5.06 Million 0.07% of portfolio
38,611
Q1 2025 Reduced 11.18%
$0
$5.18 Million 0.07% of portfolio
35,452
Q1 2025 Added 20.04%
$0
$4.59 Million 0.07% of portfolio
205,012
Q1 2025 Added 2.88%
$0
$4.64 Million 0.07% of portfolio
183,871
Q1 2025 Added 10.21%
$0
$5.15 Million 0.07% of portfolio
44,399
Q1 2025 Added 56.25%
$0
$4.73 Million 0.07% of portfolio
79,671
Q1 2025 Added 0.24%
$0
$4.89 Million 0.07% of portfolio
26,846
Q1 2025 Added 16.54%
$0
$4.83 Million 0.07% of portfolio
37,468
Q1 2025 Added 9.5%
$3.6B
$4.71 Million 0.07% of portfolio
150,166
Q1 2025 Added 6.59%
$193B
$4.02 Million 0.06% of portfolio
10,469
Q1 2025 Added 3.28%
$224B
$4.04 Million 0.06% of portfolio
54,992
Q1 2025 Reduced 1.93%
$356B
$3.85 Million 0.06% of portfolio
92,364
Q1 2025 Reduced 12.31%
$440B
$3.99 Million 0.06% of portfolio
5
Q3 2024 New
$125B
$3.94 Million 0.06% of portfolio
23,077
Q1 2025 Added 70.62%
$59.7B
$3.93 Million 0.06% of portfolio
61,984
Q1 2025 Added 0.7%
$130B
$4.12 Million 0.06% of portfolio
15,173
Q1 2025 Added 11.46%
$0
$4.04 Million 0.06% of portfolio
39,474
Q1 2025 Reduced 17.37%
$0
$4.41 Million 0.06% of portfolio
89,768
Q1 2025 Added 13.54%
$0
$3.89 Million 0.06% of portfolio
103,632
Q1 2025 Added 95.15%
$0
$4.39 Million 0.06% of portfolio
100,232
Q1 2025 Reduced 22.05%
$0
$4 Million 0.06% of portfolio
36,716
Q1 2025 Reduced 34.47%
$275B
$4.18 Million 0.06% of portfolio
20,865
Q1 2025 Added 15.21%
$0
$4.26 Million 0.06% of portfolio
205,149
Q1 2025 Added 4.8%
$0
$4.18 Million 0.06% of portfolio
105,273
Q1 2025 Reduced 8.72%
$0
$4.06 Million 0.06% of portfolio
132,073
Q1 2025 Added 4.13%
$86.1B
$4.29 Million 0.06% of portfolio
2,998
Q1 2025 Added 3.81%
$49.4B
$4.01 Million 0.06% of portfolio
31,418
Q1 2025 Added 6.32%
$0
$4.28 Million 0.06% of portfolio
118,438
Q1 2025 Added 3.57%
$125B
$3.96 Million 0.06% of portfolio
41,472
Q1 2025 Reduced 3.96%
$0
$3.84 Million 0.06% of portfolio
100,751
Q1 2025 Added 3.22%
$0
$4.49 Million 0.06% of portfolio
90,451
Q1 2025 Added 0.15%
$114B
$3.98 Million 0.06% of portfolio
8,206
Q1 2025 Added 11.21%
$141B
$3.12 Million 0.05% of portfolio
21,509
Q1 2025 Reduced 43.71%
$41.1B
$3.53 Million 0.05% of portfolio
46,087
Q1 2025 Added 6.04%
$14.9B
$3.41 Million 0.05% of portfolio
52,468
Q1 2025 Added 3.99%
$0
$3.7 Million 0.05% of portfolio
43,566
Q1 2025 Reduced 11.79%
$0
$3.24 Million 0.05% of portfolio
150,899
Q1 2025 Added 30.01%
$0
$3.49 Million 0.05% of portfolio
20,504
Q1 2025 Reduced 11.19%
$0
$3.55 Million 0.05% of portfolio
81,644
Q1 2025 Reduced 3.34%
$0
$3.72 Million 0.05% of portfolio
135,268
Q1 2025 Added 467.52%
$32.4B
$3.13 Million 0.05% of portfolio
52,298
Q1 2025 Added 0.35%
$207B
$3.6 Million 0.05% of portfolio
6,597
Q1 2025 Reduced 17.74%
$54.9B
$3.27 Million 0.05% of portfolio
3,310
Q1 2025 Reduced 2.56%
$0
$3.78 Million 0.05% of portfolio
194,030
Q1 2025 Added 1.23%
$0
$3.24 Million 0.05% of portfolio
18,931
Q1 2025 Added 25.55%
$0
$3.3 Million 0.05% of portfolio
31,287
Q1 2025 Reduced 1.3%
$0
$3.71 Million 0.05% of portfolio
71,675
Q1 2025 Added 15.65%
$46.3B
$3.23 Million 0.05% of portfolio
15,431
Q1 2025 Added 14.19%
$4.6B
$3.22 Million 0.05% of portfolio
18,386
Q1 2025 Added 2.88%

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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