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
$0
$3.44 Million 0.05% of portfolio
82,255
Q2 2025 Added 0.75%
$0
$3.9 Million 0.05% of portfolio
36,080
Q2 2025 Reduced 37.54%
$51.3B
$3.71 Million 0.05% of portfolio
3,568
Q2 2025 Added 7.79%
$0
$3.76 Million 0.05% of portfolio
48,675
Q2 2025 Added 18.51%
$0
$3.5 Million 0.05% of portfolio
14,655
Q2 2025 Added 66.14%
$0
$3.54 Million 0.05% of portfolio
19,360
Q2 2025 Added 2.27%
$0
$3.42 Million 0.05% of portfolio
31,032
Q2 2025 Added 253.04%
$53.7B
$3.72 Million 0.05% of portfolio
14,813
Q2 2025 Reduced 4.0%
$60B
$3.51 Million 0.05% of portfolio
109,829
Q2 2025 Added 1.94%
$103B
$3.41 Million 0.05% of portfolio
4,647
Q2 2025 Added 90.06%
$265B
$3.68 Million 0.05% of portfolio
26,110
Q2 2025 Added 2.88%
$0
$3.84 Million 0.05% of portfolio
69,713
Q2 2025 Added 1.15%
$63.7B
$3.68 Million 0.05% of portfolio
30,878
Q2 2025 Added 4.86%
$81.9B
$3.63 Million 0.05% of portfolio
19,469
Q2 2025 Added 22.86%
$11.6B
$4.05 Million 0.05% of portfolio
46,067
Q2 2025 Reduced 1.74%
$0
$3.84 Million 0.05% of portfolio
28,478
Q2 2025 Reduced 19.67%
$20.1B
$3.95 Million 0.05% of portfolio
54,889
Q2 2025 Added 73.99%
$61.8B
$4.02 Million 0.05% of portfolio
39,847
Q2 2025 Reduced 77.74%
$66.5B
$3.65 Million 0.05% of portfolio
4,846
Q2 2025 Added 2.02%
$0
$3.57 Million 0.05% of portfolio
211,338
Q2 2025 Added 7.39%
$0
$3.7 Million 0.05% of portfolio
46,979
Q2 2025 Added 16.74%
$0
$4.09 Million 0.05% of portfolio
69,656
Q2 2025 Reduced 86.61%
$0
$3.66 Million 0.05% of portfolio
40,662
Q2 2025 Added 128.97%
$41.8B
$3.65 Million 0.05% of portfolio
11,725
Q2 2025 Added 605.9%
$40.1B
$4.07 Million 0.05% of portfolio
15,619
Q2 2025 Added 101.35%
$308B
$3.39 Million 0.05% of portfolio
42,259
Q2 2025 Added 14.15%
$30.5B
$2.63 Million 0.04% of portfolio
22,474
Q2 2025 Added 34.83%
$119B
$2.9 Million 0.04% of portfolio
49,512
Q2 2025 Added 4.26%
$81.8B
$2.79 Million 0.04% of portfolio
19,633
Q2 2025 Added 8.31%
$0
$3 Million 0.04% of portfolio
55,004
Q2 2025 Added 1.05%
$1.08B
$3.06 Million 0.04% of portfolio
54,466
Q2 2025 Added 6.3%
$19.6B
$2.85 Million 0.04% of portfolio
34,995
Q2 2025 Added 38.2%
$104B
$3.04 Million 0.04% of portfolio
9,416
Q2 2025 Added 85.57%
$10.5B
$2.94 Million 0.04% of portfolio
15,483
Q2 2025 Added 9.06%
$4.36B
$2.81 Million 0.04% of portfolio
57,760
Q2 2025 Added 13.44%
$93.1B
$3.21 Million 0.04% of portfolio
6,309
Q2 2025 Added 53.24%
$142B
$3.13 Million 0.04% of portfolio
15,834
Q2 2025 Added 4.81%
$98.8B
$2.99 Million 0.04% of portfolio
66,069
Q2 2025 Added 13.51%
$0
$3.19 Million 0.04% of portfolio
69,629
Q2 2025 New
$16.8B
$3.14 Million 0.04% of portfolio
56,088
Q2 2025 Added 6.9%
$0
$2.71 Million 0.04% of portfolio
48,051
Q2 2025 Reduced 8.39%
$0
$2.67 Million 0.04% of portfolio
32,804
Q2 2025 Reduced 9.81%
$0
$3.18 Million 0.04% of portfolio
28,913
Q2 2025 Reduced 42.96%
$0
$3.04 Million 0.04% of portfolio
26,484
Q2 2025 Reduced 27.87%
$0
$3.3 Million 0.04% of portfolio
172,489
Q2 2025 Added 23.08%
$0
$3.17 Million 0.04% of portfolio
70,037
Q2 2025 Added 48.5%
$30B
$2.69 Million 0.04% of portfolio
51,839
Q2 2025 Reduced 0.88%
$0
$2.65 Million 0.04% of portfolio
49,453
Q2 2025 Added 123.75%
$0
$2.95 Million 0.04% of portfolio
29,314
Q2 2025 Reduced 3.07%

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
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