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
$3.01 Million 0.04% of portfolio
8,119
Q1 2025 Added 25.43%
$284B
$2.66 Million 0.04% of portfolio
37,021
Q1 2025 Reduced 20.78%
$101B
$2.2 Million 0.03% of portfolio
10,103
Q1 2025 Reduced 0.6%
$34.9B
$2.03 Million 0.03% of portfolio
21,093
Q1 2025 Added 21.22%
$297B
$2.23 Million 0.03% of portfolio
3,359
Q1 2025 Added 19.88%
$198B
$2.27 Million 0.03% of portfolio
80,291
Q1 2025 Reduced 9.87%
$0
$1.82 Million 0.03% of portfolio
108,867
Q1 2025 Reduced 0.93%
$97.7B
$2.3 Million 0.03% of portfolio
16,434
Q1 2025 Reduced 10.19%
$13.5B
$2.15 Million 0.03% of portfolio
20,584
Q1 2025 Reduced 11.78%
$572M
$1.89 Million 0.03% of portfolio
84,780
Q1 2025 Added 2.92%
$34.6B
$1.87 Million 0.03% of portfolio
10,874
Q1 2025 Reduced 9.71%
$109B
$2.08 Million 0.03% of portfolio
19,777
Q1 2025 Reduced 3.46%
$43B
$1.91 Million 0.03% of portfolio
41,823
Q1 2025 Added 7.73%
$31.8B
$1.89 Million 0.03% of portfolio
23,869
Q1 2025 Added 12.93%
$9.81B
$2.17 Million 0.03% of portfolio
14,197
Q1 2025 Added 9.55%
$3.01B
$1.73 Million 0.03% of portfolio
50,915
Q1 2025 Added 12.99%
$59.9B
$1.99 Million 0.03% of portfolio
18,962
Q1 2025 Added 11.09%
$24.4B
$1.94 Million 0.03% of portfolio
12,119
Q1 2025 Added 8.93%
$54.7B
$2 Million 0.03% of portfolio
11,736
Q1 2025 Added 8.03%
$1.3B
$1.82 Million 0.03% of portfolio
125,709
Q1 2025 Added 13.97%
$41.1B
$2.22 Million 0.03% of portfolio
15,347
Q1 2025 Added 10.85%
$0
$1.81 Million 0.03% of portfolio
11,198
Q1 2025 Reduced 17.17%
$0
$2.09 Million 0.03% of portfolio
35,843
Q1 2025 Reduced 52.15%
$0
$1.98 Million 0.03% of portfolio
48,644
Q1 2025 Reduced 20.19%
$0
$2.05 Million 0.03% of portfolio
18,077
Q1 2025 Reduced 5.95%
$0
$2.16 Million 0.03% of portfolio
73,743
Q1 2025 Reduced 25.16%
$0
$2.18 Million 0.03% of portfolio
47,163
Q1 2025 Added 58.36%
$0
$2.18 Million 0.03% of portfolio
85,470
Q1 2025 Added 6.31%
$16.3B
$1.81 Million 0.03% of portfolio
6,757
Q1 2025 Added 16.06%
$4.35B
$2.01 Million 0.03% of portfolio
17,639
Q1 2025 Added 5.71%
$0
$1.99 Million 0.03% of portfolio
110,390
Q1 2025 Added 2.32%
$7.3B
$1.98 Million 0.03% of portfolio
89,700
Q1 2025 Added 70.03%
$0
$2.31 Million 0.03% of portfolio
39,515
Q1 2025 Reduced 1.19%
$0
$1.87 Million 0.03% of portfolio
29,388
Q1 2025 Added 4.48%
$0
$2.04 Million 0.03% of portfolio
38,928
Q1 2025 Reduced 90.56%
$0
$1.82 Million 0.03% of portfolio
9,012
Q1 2025 Added 26.73%
$0
$2.4 Million 0.03% of portfolio
12,012
Q1 2025 Added 31.83%
$0
$2.06 Million 0.03% of portfolio
14,667
Q1 2025 Reduced 2.38%
$0
$2.38 Million 0.03% of portfolio
50,598
Q1 2025 Added 0.73%
$40.5B
$1.81 Million 0.03% of portfolio
6,388
Q1 2025 Added 20.1%
$26.2B
$1.89 Million 0.03% of portfolio
1,013
Q1 2025 Added 16.71%
$89.3B
$1.87 Million 0.03% of portfolio
4,017
Q1 2025 Added 11.93%
$4.6B
$2.29 Million 0.03% of portfolio
93,763
Q1 2025 Added 68.0%
$164B
$1.79 Million 0.03% of portfolio
25,793
Q1 2025 Reduced 4.2%
$14.3B
$1.91 Million 0.03% of portfolio
23,018
Q1 2025 Added 11.84%
$2.07B
$2.27 Million 0.03% of portfolio
26,790
Q1 2025 Added 2.11%
$83.8B
$1.99 Million 0.03% of portfolio
30,547
Q1 2025 Added 4.8%
$0
$1.99 Million 0.03% of portfolio
57,376
Q1 2025 Added 42.92%
$60.6B
$2.24 Million 0.03% of portfolio
53,934
Q1 2025 Reduced 16.12%

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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