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
$60.5B
$3.36 Million 0.05% of portfolio
107,743
Q1 2025 Reduced 24.27%
$0
$3.77 Million 0.05% of portfolio
68,921
Q1 2025 Reduced 33.98%
$130B
$3.69 Million 0.05% of portfolio
145,526
Q1 2025 Added 18.06%
$54B
$3.64 Million 0.05% of portfolio
29,447
Q1 2025 Reduced 10.33%
$0
$3.3 Million 0.05% of portfolio
40,864
Q1 2025 Reduced 8.74%
$52.7B
$3.18 Million 0.05% of portfolio
10,630
Q1 2025 Added 1.42%
$9.01B
$3.3 Million 0.05% of portfolio
46,884
Q1 2025 Reduced 18.9%
$0
$3.37 Million 0.05% of portfolio
44,384
Q1 2025 Added 26.56%
$99.8B
$3.61 Million 0.05% of portfolio
10,720
Q1 2025 Added 2.62%
$168B
$3.45 Million 0.05% of portfolio
47,352
Q1 2025 Added 38.99%
$0
$3.42 Million 0.05% of portfolio
196,803
Q1 2025 Added 37.53%
$0
$3.15 Million 0.05% of portfolio
40,244
Q1 2025 Reduced 7.21%
$80.8B
$2.54 Million 0.04% of portfolio
17,281
Q1 2025 Added 0.86%
$187B
$2.79 Million 0.04% of portfolio
27,195
Q1 2025 Reduced 22.1%
$106B
$2.85 Million 0.04% of portfolio
47,491
Q1 2025 Reduced 1.88%
$78.2B
$2.48 Million 0.04% of portfolio
18,127
Q1 2025 Reduced 12.44%
$2.83B
$2.58 Million 0.04% of portfolio
90,107
Q1 2025 Added 4.4%
$1.46B
$2.57 Million 0.04% of portfolio
51,236
Q1 2025 Reduced 5.94%
$11.9B
$2.69 Million 0.04% of portfolio
47,534
Q1 2025 Added 4.71%
$140B
$3.1 Million 0.04% of portfolio
15,108
Q1 2025 Reduced 1.4%
$205B
$2.92 Million 0.04% of portfolio
29,547
Q1 2025 Reduced 1.37%
$94.9B
$2.58 Million 0.04% of portfolio
58,205
Q1 2025 Reduced 9.26%
$0
$2.44 Million 0.04% of portfolio
38,141
Q1 2025 Added 32.1%
$0
$2.5 Million 0.04% of portfolio
142,050
Q1 2025 Added 5.51%
$0
$2.79 Million 0.04% of portfolio
48,167
Q1 2025 Reduced 72.85%
$0
$2.47 Million 0.04% of portfolio
52,451
Q1 2025 Added 47.09%
$0
$2.48 Million 0.04% of portfolio
36,374
Q1 2025 Added 6.18%
$0
$2.65 Million 0.04% of portfolio
140,139
Q1 2025 Added 9.42%
$197B
$2.67 Million 0.04% of portfolio
5,388
Q1 2025 Reduced 58.27%
$0
$2.48 Million 0.04% of portfolio
119,752
Q1 2025 Reduced 15.47%
$0
$2.46 Million 0.04% of portfolio
21,643
Q1 2025 Reduced 0.57%
$0
$3.04 Million 0.04% of portfolio
30,243
Q1 2025 Added 5.76%
$0
$2.9 Million 0.04% of portfolio
47,015
Q1 2025 Added 3.78%
$0
$2.87 Million 0.04% of portfolio
41,072
Q1 2025 Added 13.88%
$33.2B
$2.45 Million 0.04% of portfolio
41,810
Q1 2025 Reduced 3.58%
$221B
$2.96 Million 0.04% of portfolio
25,380
Q1 2025 Reduced 1.08%
$75.1B
$2.53 Million 0.04% of portfolio
4,936
Q1 2025 Reduced 0.38%
$0
$3.01 Million 0.04% of portfolio
80,254
Q1 2025 Reduced 40.55%
$85B
$2.5 Million 0.04% of portfolio
4,108
Q1 2025 Added 0.07%
$0
$2.53 Million 0.04% of portfolio
405,341
Q1 2025 Added 3.78%
$70.6B
$2.79 Million 0.04% of portfolio
15,846
Q1 2025 Reduced 6.38%
$99.5B
$2.81 Million 0.04% of portfolio
25,094
Q1 2025 Added 9.93%
$38.6B
$2.8 Million 0.04% of portfolio
25,036
Q1 2025 Reduced 10.18%
$11.8B
$2.42 Million 0.04% of portfolio
20,438
Q1 2025 Reduced 9.96%
$0
$2.68 Million 0.04% of portfolio
19,730
Q1 2025 Added 0.07%
$138B
$2.92 Million 0.04% of portfolio
5,314
Q1 2025 Reduced 6.31%
$1.05T
$2.98 Million 0.04% of portfolio
17,962
Q1 2025 Added 1.5%
$48.5B
$2.98 Million 0.04% of portfolio
4,750
Q1 2025 Added 0.81%
$0
$2.43 Million 0.04% of portfolio
47,500
Q1 2025 Added 9.62%

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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