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
$4.36B
$3.96 Million 0.06% of portfolio
126,483
Q3 2024 Added 13,172.09%
$14.8B
$3.67 Million 0.05% of portfolio
60,544
Q3 2024 Reduced 0.4%
$63.6B
$3.64 Million 0.05% of portfolio
1,154
Q3 2024 Added 374.9%
$422B
$3.45 Million 0.05% of portfolio
5
Q3 2024 New
$17.1B
$3.54 Million 0.05% of portfolio
21,762
Q3 2024 Added 589.98%
$130B
$3.37 Million 0.05% of portfolio
10,171
Q3 2024 New
$0
$3.52 Million 0.05% of portfolio
47,381
Q3 2024 New
$0
$3.45 Million 0.05% of portfolio
69,784
Q3 2024 Added 1,308.92%
$0
$3.03 Million 0.05% of portfolio
69,125
Q3 2024 New
$0
$3.65 Million 0.05% of portfolio
21,201
Q3 2024 Added 3,463.19%
$0
$3.55 Million 0.05% of portfolio
84,556
Q3 2024 Added 1,641.63%
$53.7B
$3.46 Million 0.05% of portfolio
3,327
Q3 2024 New
$5.56B
$3.36 Million 0.05% of portfolio
32,552
Q3 2024 Added 0.13%
$0
$3.25 Million 0.05% of portfolio
59,111
Q3 2024 Added 71.26%
$4.65B
$3.08 Million 0.05% of portfolio
17,447
Q3 2024 Added 958.68%
$191B
$3.06 Million 0.05% of portfolio
25,697
Q3 2024 Added 643.76%
$14.1B
$3.32 Million 0.05% of portfolio
42,368
Q3 2024 Added 29.29%
$81.2B
$3.52 Million 0.05% of portfolio
19,043
Q3 2024 Added 956.18%
$44.9B
$3.24 Million 0.05% of portfolio
26,794
Q3 2024 Added 1,843.0%
$72.1B
$3.3 Million 0.05% of portfolio
3,137
Q3 2024 Added 12,448.0%
$0
$3.58 Million 0.05% of portfolio
47,089
Q3 2024 New
$0
$3.52 Million 0.05% of portfolio
36,551
Q3 2024 New
$139B
$3.65 Million 0.05% of portfolio
45,524
Q3 2024 Added 24,244.39%
$1.09T
$3.06 Million 0.05% of portfolio
17,606
Q3 2024 Added 258.5%
$63.5B
$3.56 Million 0.05% of portfolio
22,818
Q3 2024 Added 550.83%
$52.7B
$3.18 Million 0.05% of portfolio
28,957
Q3 2024 Added 2,471.67%
$84.1B
$3.64 Million 0.05% of portfolio
9,360
Q3 2024 Added 311,900.0%
$52.5B
$3.65 Million 0.05% of portfolio
4,503
Q3 2024 New
$0
$3.51 Million 0.05% of portfolio
44,573
Q3 2024 Added 1,817.94%
$119B
$3.1 Million 0.05% of portfolio
6,668
Q3 2024 Added 4,913.53%
$299B
$3.24 Million 0.05% of portfolio
57,459
Q3 2024 Added 320.11%
$84.1B
$2.49 Million 0.04% of portfolio
18,224
Q3 2024 Added 2,947.49%
$93.6B
$2.59 Million 0.04% of portfolio
50,766
Q3 2024 Added 2,103.39%
$103B
$2.52 Million 0.04% of portfolio
20,196
Q3 2024 Added 372.42%
$294B
$2.71 Million 0.04% of portfolio
3,250
Q3 2024 Added 603.46%
$0
$2.64 Million 0.04% of portfolio
53,434
Q3 2024 New
$126B
$2.67 Million 0.04% of portfolio
17,463
Q3 2024 Added 268.57%
$45B
$2.63 Million 0.04% of portfolio
39,235
Q3 2024 Added 3,570.25%
$1.62B
$2.93 Million 0.04% of portfolio
50,882
Q3 2024 Added 7,317.2%
$42.8B
$2.97 Million 0.04% of portfolio
38,463
Q3 2024 Added 7,116.32%
$126B
$2.81 Million 0.04% of portfolio
26,711
Q3 2024 Added 489.78%
$206B
$2.81 Million 0.04% of portfolio
29,222
Q3 2024 Added 139,052.38%
$16B
$2.98 Million 0.04% of portfolio
35,203
Q3 2024 Added 493.64%
$27.5B
$2.68 Million 0.04% of portfolio
49,137
Q3 2024 Added 1,183.96%
$87.6B
$2.62 Million 0.04% of portfolio
64,594
Q3 2024 Added 1,229.92%
$0
$2.36 Million 0.04% of portfolio
13,540
Q3 2024 New
$16.1B
$2.93 Million 0.04% of portfolio
47,176
Q3 2024 Added 998.14%
$0
$2.42 Million 0.04% of portfolio
34,322
Q3 2024 New
$0
$2.39 Million 0.04% of portfolio
57,200
Q3 2024 New

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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