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
$28B
$1.82 Million 0.03% of portfolio
11,125
Q4 2024 Added 13.71%
$44.3B
$1.88 Million 0.03% of portfolio
10,864
Q4 2024 Added 6.0%
$18.6B
$2.34 Million 0.03% of portfolio
30,888
Q4 2024 Reduced 12.26%
$39.5B
$2.03 Million 0.03% of portfolio
13,845
Q4 2024 Added 14.84%
$0
$1.9 Million 0.03% of portfolio
28,872
Q4 2024 Added 25.21%
$0
$1.96 Million 0.03% of portfolio
97,785
Q4 2024 New
$0
$1.95 Million 0.03% of portfolio
31,008
Q4 2024 Reduced 9.66%
$0
$2 Million 0.03% of portfolio
52,444
Q4 2024 Reduced 8.31%
$0
$2.29 Million 0.03% of portfolio
19,220
Q4 2024 Added 6.63%
$0
$1.76 Million 0.03% of portfolio
32,955
Q4 2024 Added 0.57%
$0
$1.89 Million 0.03% of portfolio
53,104
Q4 2024 Reduced 5.78%
$40.2B
$2.17 Million 0.03% of portfolio
218,704
Q4 2024 Added 121.0%
$57.8B
$2.03 Million 0.03% of portfolio
53,422
Q4 2024 Reduced 3.4%
$0
$2.05 Million 0.03% of portfolio
80,398
Q4 2024 Reduced 2.1%
$3.9B
$2.19 Million 0.03% of portfolio
16,687
Q4 2024 Added 427.07%
$0
$1.95 Million 0.03% of portfolio
107,884
Q4 2024 Added 4.02%
$25.8B
$2.35 Million 0.03% of portfolio
22,339
Q4 2024 Reduced 2.9%
$0
$2.04 Million 0.03% of portfolio
21,036
Q4 2024 Added 19.69%
$0
$1.71 Million 0.03% of portfolio
28,128
Q4 2024 Reduced 0.1%
$0
$1.82 Million 0.03% of portfolio
34,743
Q4 2024 Reduced 0.05%
$0
$1.93 Million 0.03% of portfolio
19,251
Q4 2024 Added 7.33%
$0
$2.37 Million 0.03% of portfolio
11,009
Q4 2024 Added 55.76%
$0
$2.01 Million 0.03% of portfolio
9,112
Q4 2024 Added 9.32%
$0
$2.31 Million 0.03% of portfolio
50,232
Q4 2024 Added 13.32%
$40.3B
$2.03 Million 0.03% of portfolio
5,319
Q4 2024 Added 14.58%
$66.2B
$1.79 Million 0.03% of portfolio
21,875
Q4 2024 Added 37.49%
$29.9B
$2.28 Million 0.03% of portfolio
43,364
Q4 2024 Added 8.93%
$84.3B
$1.7 Million 0.03% of portfolio
3,589
Q4 2024 Added 14.88%
$75.7B
$2.33 Million 0.03% of portfolio
4,955
Q4 2024 Added 22.01%
$178B
$2.32 Million 0.03% of portfolio
26,925
Q4 2024 Added 4.78%
$16.6B
$1.77 Million 0.03% of portfolio
20,582
Q4 2024 Reduced 0.16%
$1.95B
$2.18 Million 0.03% of portfolio
26,236
Q4 2024 Added 54.82%
$0
$1.93 Million 0.03% of portfolio
80,139
Q4 2024 Added 135.82%
$0
$1.97 Million 0.03% of portfolio
48,506
Q4 2024 Reduced 22.59%
$22.3B
$2.17 Million 0.03% of portfolio
24,762
Q4 2024 Added 2.21%
$145B
$2.05 Million 0.03% of portfolio
34,068
Q4 2024 Reduced 9.17%
$0
$2.25 Million 0.03% of portfolio
43,330
Q4 2024 Added 10.51%
$0
$2.03 Million 0.03% of portfolio
23,690
Q4 2024 Added 3.92%
$32B
$2 Million 0.03% of portfolio
7,769
Q4 2024 Reduced 0.31%
$21.9B
$1.8 Million 0.03% of portfolio
15,546
Q4 2024 Added 35.39%
$36.2B
$1.2 Million 0.02% of portfolio
8,959
Q4 2024 Added 5.66%
$0
$1.2 Million 0.02% of portfolio
130,646
Q4 2024 Reduced 12.57%
$0
$1.13 Million 0.02% of portfolio
11,691
Q4 2024 Added 73.59%
$34.4B
$1.61 Million 0.02% of portfolio
17,401
Q4 2024 Added 3.92%
$1.41B
$1.23 Million 0.02% of portfolio
126,363
Q4 2024 Added 18.92%
$29.5B
$1.4 Million 0.02% of portfolio
6,353
Q4 2024 Added 2.3%
$40.4B
$1.61 Million 0.02% of portfolio
2,708
Q4 2024 Reduced 1.42%
$5.08B
$1.56 Million 0.02% of portfolio
18,430
Q4 2024 Reduced 2.48%
$144B
$1.34 Million 0.02% of portfolio
14,983
Q4 2024 Added 5.86%

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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