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
$3.16 Million 0.04% of portfolio
49,358
Q2 2025 Added 4.98%
$0
$2.91 Million 0.04% of portfolio
46,968
Q2 2025 Added 18.86%
$0
$2.65 Million 0.04% of portfolio
41,815
Q2 2025 Added 58.92%
$0
$2.87 Million 0.04% of portfolio
62,030
Q2 2025 New
$136B
$3.08 Million 0.04% of portfolio
3,433
Q2 2025 Added 149.31%
$5B
$3.29 Million 0.04% of portfolio
19,031
Q2 2025 Added 3.51%
$33.6B
$2.85 Million 0.04% of portfolio
45,426
Q2 2025 Added 8.65%
$11.2B
$3.16 Million 0.04% of portfolio
94,833
Q2 2025 Added 1.14%
$0
$2.65 Million 0.04% of portfolio
66,492
Q2 2025 Reduced 17.15%
$98.9B
$3.02 Million 0.04% of portfolio
4,322
Q2 2025 Added 5.21%
$140B
$2.89 Million 0.04% of portfolio
119,098
Q2 2025 Reduced 18.16%
$0
$2.96 Million 0.04% of portfolio
425,434
Q2 2025 Added 4.96%
$106B
$2.86 Million 0.04% of portfolio
27,209
Q2 2025 Added 8.43%
$39.8B
$2.78 Million 0.04% of portfolio
25,900
Q2 2025 Added 3.45%
$51.8B
$3.35 Million 0.04% of portfolio
11,427
Q2 2025 Added 7.5%
$0
$2.87 Million 0.04% of portfolio
69,943
Q2 2025 Added 21.9%
$5.56B
$3.03 Million 0.04% of portfolio
30,702
Q2 2025 Added 26.09%
$0
$2.67 Million 0.04% of portfolio
107,694
Q2 2025 Reduced 41.43%
$0
$2.66 Million 0.04% of portfolio
33,400
Q2 2025 Reduced 84.28%
$173B
$2.66 Million 0.04% of portfolio
38,738
Q2 2025 Added 25.8%
$161B
$2.61 Million 0.04% of portfolio
42,727
Q2 2025 Added 69.17%
$88.1B
$2.46 Million 0.03% of portfolio
16,177
Q2 2025 Reduced 6.39%
$91.5B
$2.03 Million 0.03% of portfolio
9,200
Q2 2025 Reduced 8.94%
$34.1B
$2.23 Million 0.03% of portfolio
24,513
Q2 2025 Added 16.21%
$210B
$2.25 Million 0.03% of portfolio
77,693
Q2 2025 Reduced 3.24%
$53.4B
$2.05 Million 0.03% of portfolio
2,476
Q2 2025 Reduced 4.99%
$0
$1.91 Million 0.03% of portfolio
118,574
Q2 2025 Added 8.92%
$130B
$2.5 Million 0.03% of portfolio
16,718
Q2 2025 Added 1.73%
$149B
$1.91 Million 0.03% of portfolio
17,756
Q2 2025 Added 12.39%
$129B
$2.59 Million 0.03% of portfolio
54,673
Q2 2025 Added 252.84%
$625M
$1.93 Million 0.03% of portfolio
87,765
Q2 2025 Added 3.52%
$3.32B
$2.36 Million 0.03% of portfolio
77,114
Q2 2025 Reduced 14.42%
$120B
$1.9 Million 0.03% of portfolio
21,151
Q2 2025 Added 6.95%
$11.6B
$2.14 Million 0.03% of portfolio
43,544
Q2 2025 Reduced 8.39%
$98B
$2.17 Million 0.03% of portfolio
31,397
Q2 2025 Reduced 4.31%
$59B
$2.2 Million 0.03% of portfolio
21,857
Q2 2025 Added 15.27%
$16.2B
$2.06 Million 0.03% of portfolio
4,569
Q2 2025 Added 22.59%
$14.1B
$2.11 Million 0.03% of portfolio
38,160
Q2 2025 Added 10.65%
$54B
$2.55 Million 0.03% of portfolio
140,457
Q2 2025 Added 1,124.99%
$0
$2.31 Million 0.03% of portfolio
11,699
Q2 2025 Added 4.47%
$0
$2.61 Million 0.03% of portfolio
146,373
Q2 2025 Added 3.04%
$0
$2.51 Million 0.03% of portfolio
101,674
Q2 2025 Added 211.47%
$0
$2.44 Million 0.03% of portfolio
66,260
Q2 2025 Reduced 10.15%
$0
$2.33 Million 0.03% of portfolio
44,966
Q2 2025 Added 39.37%
$0
$2.15 Million 0.03% of portfolio
100,296
Q2 2025 Reduced 33.53%
$79.5B
$2.38 Million 0.03% of portfolio
18,972
Q2 2025 Added 80.94%
$65.6B
$1.94 Million 0.03% of portfolio
44,845
Q2 2025 Added 6.78%
$0
$2.16 Million 0.03% of portfolio
84,772
Q2 2025 Reduced 0.82%
$17.5B
$2.21 Million 0.03% of portfolio
6,724
Q2 2025 Reduced 0.49%

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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