Benjamin Edwards Inc Portfolio Holdings

Benjamin Edwards Inc

  • $6.78 Billion
  • Q4 2024

Benjamin Edwards Inc has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.78 Billion distributed in 1708 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $204M, Microsoft Corp with a value of $134M, Invesco Exchange Traded Fd Tr with a value of $117M, Spdr S&P 400 Mid Cap Growth Et with a value of $103M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $94.1M.

Examining the 13F form we can see an increase of $72.1M in the current position value, from $6.71B to 6.78B.

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 $6.78 Billion
ETFs: $2.53 Billion
Technology: $1.03 Billion
Industrials: $634 Million
Financial Services: $494 Million
Healthcare: $451 Million
Consumer Cyclical: $438 Million
Consumer Defensive: $341 Million
Utilities: $230 Million
Other: $603 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$97B
$1.08 Million 0.02% of portfolio
7,224
Q4 2024 Added 0.46%
$0
$1.56 Million 0.02% of portfolio
61,983
Q4 2024 Reduced 5.14%
$0
$1.35 Million 0.02% of portfolio
19,334
Q4 2024 Reduced 70.84%
$0
$1.08 Million 0.02% of portfolio
9,990
Q4 2024 Reduced 6.34%
$0
$1.04 Million 0.02% of portfolio
49,110
Q4 2024 Reduced 6.9%
$0
$1.46 Million 0.02% of portfolio
26,248
Q4 2024 Added 5.93%
$0
$1.54 Million 0.02% of portfolio
36,025
Q4 2024 New
$0
$1.23 Million 0.02% of portfolio
19,109
Q4 2024 Reduced 7.71%
$0
$1.14 Million 0.02% of portfolio
44,795
Q4 2024 Added 5.87%
$0
$1.02 Million 0.02% of portfolio
40,514
Q4 2024 Added 16.41%
$0
$1.52 Million 0.02% of portfolio
29,588
Q4 2024 Added 45.8%
$0
$1.24 Million 0.02% of portfolio
3,845
Q4 2024 Added 6.63%
$0
$1.3 Million 0.02% of portfolio
3,249
Q4 2024 Added 10.29%
$0
$1.15 Million 0.02% of portfolio
8,881
Q4 2024 Reduced 10.12%
$0
$1.1 Million 0.02% of portfolio
12,388
Q4 2024 Reduced 0.2%
$0
$1.14 Million 0.02% of portfolio
3,421
Q4 2024 Reduced 1.75%
$0
$1.47 Million 0.02% of portfolio
7,111
Q4 2024 Added 63.66%
$0
$1.54 Million 0.02% of portfolio
26,452
Q4 2024 Reduced 0.68%
$0
$1.03 Million 0.02% of portfolio
15,179
Q4 2024 Added 102.12%
$0
$1.49 Million 0.02% of portfolio
23,577
Q4 2024 Reduced 0.95%
$0
$1.22 Million 0.02% of portfolio
20,128
Q4 2024 Reduced 10.05%
$0
$1.47 Million 0.02% of portfolio
29,237
Q4 2024 Reduced 5.81%
$0
$1.56 Million 0.02% of portfolio
31,095
Q4 2024 Reduced 0.51%
$0
$1.47 Million 0.02% of portfolio
29,902
Q4 2024 New
$27.8B
$1.36 Million 0.02% of portfolio
8,472
Q4 2024 Added 13.5%
$0
$1.1 Million 0.02% of portfolio
69,085
Q4 2024 Reduced 14.67%
$6.3B
$1.37 Million 0.02% of portfolio
43,324
Q4 2024 Added 22.13%
$30.6B
$1.08 Million 0.02% of portfolio
5,745
Q4 2024 Reduced 4.66%
$25B
$1.5 Million 0.02% of portfolio
868
Q4 2024 Added 78.6%
$80.4B
$1.55 Million 0.02% of portfolio
5,540
Q4 2024 Added 0.98%
$104B
$1.33 Million 0.02% of portfolio
782
Q4 2024 Reduced 26.09%
$12.9B
$1.2 Million 0.02% of portfolio
34,681
Q4 2024 Reduced 3.1%
$14.6B
$1.12 Million 0.02% of portfolio
7,059
Q4 2024 Reduced 5.64%
$46.7B
$1.12 Million 0.02% of portfolio
18,830
Q4 2024 Added 2.95%
$54.3B
$1.34 Million 0.02% of portfolio
5,716
Q4 2024 Added 5.54%
$23.4B
$1.03 Million 0.02% of portfolio
126
Q4 2024 Added 11.5%
$4.03B
$1.42 Million 0.02% of portfolio
20,478
Q4 2024 Added 0.03%
$0
$1.23 Million 0.02% of portfolio
36,432
Q4 2024 Reduced 14.17%
$0
$1.12 Million 0.02% of portfolio
29,250
Q4 2024 New
$13.1B
$1.13 Million 0.02% of portfolio
5,502
Q4 2024 Added 1.1%
$0
$1.16 Million 0.02% of portfolio
239,057
Q4 2024 Reduced 15.74%
$0
$1.56 Million 0.02% of portfolio
40,146
Q4 2024 Added 41.36%
$1.19B
$1.07 Million 0.02% of portfolio
158,994
Q4 2024 Reduced 2.15%
$72.1B
$1.17 Million 0.02% of portfolio
1,648
Q4 2024 Reduced 47.47%
$54.9B
$1.07 Million 0.02% of portfolio
4,621
Q4 2024 Added 0.43%
$0
$1.41 Million 0.02% of portfolio
89,166
Q4 2024 Reduced 6.98%
$58.3B
$1.17 Million 0.02% of portfolio
30,642
Q4 2024 Reduced 6.22%
$6.26B
$1.39 Million 0.02% of portfolio
73,366
Q4 2024 Added 1.21%
$24.6B
$1.66 Million 0.02% of portfolio
25,609
Q4 2024 Reduced 1.03%

Summary

  • Portfolio
  • No. of Stocks 1,708
  • Current Value $6.78 Billion
  • Prior Value $6.71 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 75 stocks
  • Additional Purchases 643 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 350 stocks
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