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
$53.7B
$2.19 Million 0.03% of portfolio
4,087
Q2 2025 Added 8.24%
$0
$1.94 Million 0.03% of portfolio
44,210
Q2 2025 Added 102.99%
$3.46B
$2.45 Million 0.03% of portfolio
18,637
Q2 2025 Added 5.66%
$0
$2.15 Million 0.03% of portfolio
116,643
Q2 2025 Added 5.66%
$0
$2.22 Million 0.03% of portfolio
105,904
Q2 2025 New
$28.7B
$1.95 Million 0.03% of portfolio
19,049
Q2 2025 Added 0.15%
$0
$2.3 Million 0.03% of portfolio
53,203
Q2 2025 New
$0
$2.14 Million 0.03% of portfolio
29,412
Q2 2025 Added 0.08%
$0
$2.08 Million 0.03% of portfolio
81,830
Q2 2025 Added 150.56%
$0
$1.99 Million 0.03% of portfolio
37,770
Q2 2025 Reduced 2.97%
$0
$2.03 Million 0.03% of portfolio
21,572
Q2 2025 Reduced 62.52%
$0
$2.3 Million 0.03% of portfolio
9,567
Q2 2025 Added 6.16%
$0
$2.59 Million 0.03% of portfolio
11,989
Q2 2025 Reduced 0.19%
$0
$2.27 Million 0.03% of portfolio
13,118
Q2 2025 Reduced 10.56%
$0
$2.18 Million 0.03% of portfolio
46,275
Q2 2025 Reduced 8.54%
$26.6B
$2.41 Million 0.03% of portfolio
1,209
Q2 2025 Added 19.35%
$89.7B
$2.32 Million 0.03% of portfolio
4,635
Q2 2025 Reduced 6.1%
$123B
$2.41 Million 0.03% of portfolio
34,851
Q2 2025 Added 35.12%
$0
$1.88 Million 0.03% of portfolio
49,637
Q2 2025 Added 34.91%
$2.6B
$2.51 Million 0.03% of portfolio
27,187
Q2 2025 Added 1.48%
$60.9B
$2.04 Million 0.03% of portfolio
3,877
Q2 2025 Added 98.31%
$0
$2.6 Million 0.03% of portfolio
106,542
Q2 2025 Added 14.46%
$26.2B
$2.14 Million 0.03% of portfolio
28,238
Q2 2025 Added 9.58%
$11.8B
$2.03 Million 0.03% of portfolio
20,688
Q2 2025 Added 1.22%
$60.8B
$2.11 Million 0.03% of portfolio
15,719
Q2 2025 Reduced 0.19%
$78.1B
$2.01 Million 0.03% of portfolio
13,058
Q2 2025 Added 14.77%
$25.5B
$2.19 Million 0.03% of portfolio
16,960
Q2 2025 Added 3.62%
$37.5B
$1.3 Million 0.02% of portfolio
11,041
Q2 2025 Added 29.8%
$70B
$1.13 Million 0.02% of portfolio
9,541
Q2 2025 Added 101.84%
$49.1B
$1.4 Million 0.02% of portfolio
10,601
Q2 2025 Added 51.55%
$0
$1.26 Million 0.02% of portfolio
25,742
Q2 2025 Added 9.5%
$12.4B
$1.12 Million 0.02% of portfolio
121,911
Q2 2025 Added 307.47%
$0
$1.59 Million 0.02% of portfolio
17,410
Q2 2025 Added 3.05%
$55.9B
$1.63 Million 0.02% of portfolio
15,721
Q2 2025 Added 7.27%
$167B
$1.31 Million 0.02% of portfolio
3,728
Q2 2025 Added 7.13%
$1.44B
$1.21 Million 0.02% of portfolio
111,771
Q2 2025 Added 15.75%
$27.5B
$1.45 Million 0.02% of portfolio
7,126
Q2 2025 Added 11.05%
$22.9B
$1.62 Million 0.02% of portfolio
13,888
Q2 2025 Added 9.72%
$0
$1.47 Million 0.02% of portfolio
54,239
Q2 2025 Reduced 8.98%
$4.7B
$1.25 Million 0.02% of portfolio
10,839
Q2 2025 Reduced 1.45%
$38.4B
$1.75 Million 0.02% of portfolio
9,455
Q2 2025 Added 6.49%
$59.2B
$1.23 Million 0.02% of portfolio
5,055
Q2 2025 Added 224.45%
$22.9B
$1.51 Million 0.02% of portfolio
15,737
Q2 2025 Added 33.5%
$12.9B
$1.66 Million 0.02% of portfolio
7,188
Q2 2025 Added 32.23%
$41.4B
$1.15 Million 0.02% of portfolio
11,206
Q2 2025 Added 8.68%
$69.1B
$1.4 Million 0.02% of portfolio
43,057
Q2 2025 Reduced 23.02%
$19.6B
$1.28 Million 0.02% of portfolio
2,629
Q2 2025 Added 8.14%
$19.2B
$1.28 Million 0.02% of portfolio
3,158
Q2 2025 Reduced 1.28%
$40.5B
$1.16 Million 0.02% of portfolio
8,633
Q2 2025 Added 7.28%

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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