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
$0
$2.45 Million 0.04% of portfolio
32,875
Q3 2024 New
$0
$2.91 Million 0.04% of portfolio
110,233
Q3 2024 New
$0
$3.02 Million 0.04% of portfolio
38,132
Q3 2024 Added 1,116.72%
$62.6B
$2.76 Million 0.04% of portfolio
55,300
Q3 2024 New
$197B
$2.9 Million 0.04% of portfolio
15,403
Q3 2024 Added 1,025.13%
$34.9B
$2.73 Million 0.04% of portfolio
23,007
Q3 2024 New
$0
$2.83 Million 0.04% of portfolio
28,094
Q3 2024 New
$0
$2.63 Million 0.04% of portfolio
26,811
Q3 2024 New
$0
$2.58 Million 0.04% of portfolio
41,077
Q3 2024 Added 15,638.31%
$0
$2.52 Million 0.04% of portfolio
107,770
Q3 2024 Added 1,162.68%
$0
$2.67 Million 0.04% of portfolio
14,868
Q3 2024 New
$0
$2.93 Million 0.04% of portfolio
49,239
Q3 2024 New
$45.9B
$2.66 Million 0.04% of portfolio
11,175
Q3 2024 Added 605.05%
$88.8B
$2.92 Million 0.04% of portfolio
5,917
Q3 2024 Added 58.93%
$221B
$2.38 Million 0.04% of portfolio
22,872
Q3 2024 Added 3,067.87%
$27.1B
$2.66 Million 0.04% of portfolio
21,534
Q3 2024 Added 27.42%
$90B
$2.49 Million 0.04% of portfolio
3,941
Q3 2024 Added 827.29%
$3.07B
$2.41 Million 0.04% of portfolio
16,946
Q3 2024 New
$0
$2.96 Million 0.04% of portfolio
385,533
Q3 2024 New
$29.7B
$2.93 Million 0.04% of portfolio
22,108
Q3 2024 Added 329.11%
$107B
$2.99 Million 0.04% of portfolio
23,641
Q3 2024 Added 736.55%
$6.55B
$2.62 Million 0.04% of portfolio
24,460
Q3 2024 New
$0
$2.8 Million 0.04% of portfolio
62,661
Q3 2024 New
$12.5B
$2.61 Million 0.04% of portfolio
21,585
Q3 2024 Added 61,571.43%
$0
$2.39 Million 0.04% of portfolio
27,548
Q3 2024 New
$0
$2.72 Million 0.04% of portfolio
19,148
Q3 2024 New
$18.3B
$2.49 Million 0.04% of portfolio
40,193
Q3 2024 Added 76.53%
$141B
$2.82 Million 0.04% of portfolio
37,506
Q3 2024 Added 4,968.38%
$0
$3 Million 0.04% of portfolio
16,454
Q3 2024 New
$61.6B
$2.52 Million 0.04% of portfolio
19,722
Q3 2024 Added 35.17%
$0
$2.14 Million 0.03% of portfolio
45,452
Q3 2024 Added 123.22%
$96.7B
$2.33 Million 0.03% of portfolio
10,013
Q3 2024 New
$36.8B
$1.87 Million 0.03% of portfolio
16,744
Q3 2024 New
$169B
$2.04 Million 0.03% of portfolio
92,810
Q3 2024 Added 1,855.54%
$0
$1.78 Million 0.03% of portfolio
99,749
Q3 2024 New
$92.4B
$2.11 Million 0.03% of portfolio
13,864
Q3 2024 Added 209.26%
$207B
$1.8 Million 0.03% of portfolio
428
Q3 2024 Added 43.62%
$39.5B
$1.83 Million 0.03% of portfolio
55,138
Q3 2024 Added 815.76%
$647M
$2.03 Million 0.03% of portfolio
80,201
Q3 2024 Added 970.63%
$2.83B
$2.23 Million 0.03% of portfolio
72,248
Q3 2024 New
$10.5B
$1.76 Million 0.03% of portfolio
28,649
Q3 2024 Added 178,956.25%
$43.9B
$2.08 Million 0.03% of portfolio
11,687
Q3 2024 Added 481.73%
$81.3B
$1.79 Million 0.03% of portfolio
6,881
Q3 2024 Added 120.47%
$14.8B
$1.99 Million 0.03% of portfolio
38,069
Q3 2024 Added 3,877.95%
$41.6B
$1.8 Million 0.03% of portfolio
39,954
Q3 2024 New
$32.6B
$1.7 Million 0.03% of portfolio
22,521
Q3 2024 Added 652.71%
$20.8B
$2.17 Million 0.03% of portfolio
90,491
Q3 2024 Added 376,945.84%
$75.7B
$2.28 Million 0.03% of portfolio
66,074
Q3 2024 Added 485.66%
$77.7B
$2.25 Million 0.03% of portfolio
35,837
Q3 2024 Added 548.16%

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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