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
$51.4B
$2.26 Million 0.03% of portfolio
38,823
Q1 2025 Reduced 9.17%
$5.29B
$2.23 Million 0.03% of portfolio
24,350
Q1 2025 Reduced 1.65%
$362B
$1.96 Million 0.03% of portfolio
7,312
Q1 2025 Reduced 32.11%
$0
$2.27 Million 0.03% of portfolio
93,086
Q1 2025 Added 16.16%
$23.9B
$1.84 Million 0.03% of portfolio
25,769
Q1 2025 Added 4.07%
$43B
$2.42 Million 0.03% of portfolio
23,152
Q1 2025 Added 4.6%
$173B
$2.11 Million 0.03% of portfolio
30,793
Q1 2025 Reduced 12.51%
$48.9B
$2.08 Million 0.03% of portfolio
15,749
Q1 2025 Added 15.48%
$35.3B
$1.81 Million 0.03% of portfolio
7,757
Q1 2025 Reduced 0.15%
$70.9B
$1.74 Million 0.03% of portfolio
11,378
Q1 2025 Reduced 49.05%
$22.8B
$1.96 Million 0.03% of portfolio
16,367
Q1 2025 Added 5.28%
$28.5B
$1.7 Million 0.02% of portfolio
16,669
Q1 2025 Reduced 14.18%
$0
$1.07 Million 0.02% of portfolio
115,924
Q1 2025 Reduced 11.27%
$0
$1.22 Million 0.02% of portfolio
23,508
Q1 2025 Added 163.84%
$0
$1.47 Million 0.02% of portfolio
16,895
Q1 2025 Added 44.51%
$52.3B
$1.6 Million 0.02% of portfolio
14,655
Q1 2025 Reduced 77.14%
$56B
$1.37 Million 0.02% of portfolio
2,606
Q1 2025 Reduced 3.77%
$147B
$1.59 Million 0.02% of portfolio
15,798
Q1 2025 Added 5.44%
$17.7B
$1.58 Million 0.02% of portfolio
12,658
Q1 2025 Added 13.14%
$0
$1.46 Million 0.02% of portfolio
59,588
Q1 2025 Added 5.24%
$73.7B
$1.65 Million 0.02% of portfolio
9,201
Q1 2025 Added 35.53%
$5.84B
$1.23 Million 0.02% of portfolio
10,998
Q1 2025 Added 1.01%
$38.4B
$1.64 Million 0.02% of portfolio
8,879
Q1 2025 Reduced 0.56%
$24B
$1.3 Million 0.02% of portfolio
11,788
Q1 2025 Added 0.64%
$10.8B
$1.53 Million 0.02% of portfolio
25,322
Q1 2025 Added 4.21%
$12.2B
$1.07 Million 0.02% of portfolio
5,436
Q1 2025 Reduced 6.23%
$0
$1.31 Million 0.02% of portfolio
51,215
Q1 2025 Reduced 5.99%
$99.5B
$1.45 Million 0.02% of portfolio
4,117
Q1 2025 Reduced 0.05%
$43.4B
$1.07 Million 0.02% of portfolio
10,311
Q1 2025 Added 41.79%
$66.7B
$1.65 Million 0.02% of portfolio
55,935
Q1 2025 Reduced 15.5%
$16B
$1.08 Million 0.02% of portfolio
3,199
Q1 2025 Reduced 8.18%
$0
$1.46 Million 0.02% of portfolio
38,607
Q1 2025 Added 14.41%
$2.87B
$1.36 Million 0.02% of portfolio
12,192
Q1 2025 Added 39.0%
$16.3B
$1.71 Million 0.02% of portfolio
3,727
Q1 2025 Added 14.5%
$19.8B
$1.59 Million 0.02% of portfolio
45,621
Q1 2025 Added 8.12%
$15.8B
$1.63 Million 0.02% of portfolio
34,486
Q1 2025 Added 14.79%
$0
$1.07 Million 0.02% of portfolio
107,011
Q1 2025 Reduced 9.59%
$23.1B
$1.2 Million 0.02% of portfolio
3,243
Q1 2025 Reduced 9.84%
$16.6B
$1.67 Million 0.02% of portfolio
19,575
Q1 2025 Reduced 73.27%
$0
$1.22 Million 0.02% of portfolio
53,259
Q1 2025 Added 2.42%
$0
$1.31 Million 0.02% of portfolio
32,013
Q1 2025 Added 19.26%
$0
$1.12 Million 0.02% of portfolio
20,456
Q1 2025 Reduced 68.49%
$0
$1.2 Million 0.02% of portfolio
41,384
Q1 2025 Added 47.49%
$0
$1.14 Million 0.02% of portfolio
37,421
Q1 2025 Added 33.86%
$0
$1.63 Million 0.02% of portfolio
32,264
Q1 2025 Reduced 2.1%
$0
$1.43 Million 0.02% of portfolio
20,817
Q1 2025 Reduced 53.16%
$0
$1.08 Million 0.02% of portfolio
29,888
Q1 2025 Added 1.08%
$0
$1.61 Million 0.02% of portfolio
39,197
Q1 2025 Added 5.24%
$0
$1.57 Million 0.02% of portfolio
12,985
Q1 2025 Added 0.92%

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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