13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001451623
Total reported value
$11.0B
$11.0B
722 檔
0.7%
According to the latest 13F quarterly dataset, Benjamin Edwards Inc managed an equity portfolio of $11.0B at the end of Q2 2024, spanning 722 distinct U.S. exchange-listed positions.
During Q2 2024, Benjamin Edwards Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 722 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 4.34% | +0.44% | +824.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.65% | +0.12% | +2.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.02% | +9.22% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.83% | -0.20% | +1.83% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.06% | +2.12% | |
| 6 | ACN | Accenture plc | Stock-Tech | 1.46% | -0.39% | -8.15% | |
| 7 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 1.41% | -0.36% | +3.78% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.28% | +0.15% | +31.64% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 1.24% | -0.22% | +24.29% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.02% | -12.16% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.21% | +0.01% | +1.59% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.19% | +0.33% | +13.94% | |
| 13 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.14% | -0.45% | +78.99% | |
| 14 | QCOM | Qualcomm Inc | Stock-Tech | 1.06% | +0.05% | +1.41% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.04% | +0.11% | -0.96% | |
| 16 | AMAT | Applied Materials Inc | Stock-Tech | 1.04% | +0.12% | +1.71% | |
| 17 | DE | Deere & Co | Stock-Industrials | 1.00% | +0.01% | +5.32% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 0.98% | -0.18% | -9.03% | |
| 19 | ITW | Illinois Tool Works | Stock-Industrials | 0.96% | -0.06% | -2.76% | |
| 20 | AEP | American Electric Power | Stock-Utilities | 0.90% | — | -1.41% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.08% | +10.38% | |
| 22 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.87% | — | -6.72% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.86% | -0.12% | -1.65% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | +0.01% | +19.78% | |
| 25 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | -0.01% | -2.54% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | -0.04% | +0.98% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.01% | -4.43% | |
| 28 | AWK | American Water Works Co Inc | Stock-Utilities | 0.71% | -0.10% | +0.85% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.32% | +10.58% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | +0.06% | +0.95% | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.67% | +0.09% | -10.20% | |
| 32 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.66% | — | -4.14% | |
| 33 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.65% | +0.01% | +1.25% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.64% | -0.22% | +956.04% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.61% | -0.04% | +4.23% | |
| 36 | OTTR | Otter Tail CORP | Stock-Industrials | 0.60% | — | -2.85% | |
| 37 | LNT | Alliant Energy CORP | Stock-Utilities | 0.60% | +0.16% | -2.37% | |
| 38 | ETR | Entergy CORP | Stock-Utilities | 0.59% | +0.01% | -2.77% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.59% | -0.01% | +23.68% | |
| 40 | IDA | Idacorp Inc | Stock-Utilities | 0.58% | — | -2.33% | |
| 41 | CMS | Cms Energy CORP | Stock-Utilities | 0.58% | -0.01% | -2.57% | |
| 42 | AEE | Ameren Corporation | Stock-Utilities | 0.57% | -0.01% | -2.01% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.56% | — | +22.59% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.08% | +8.02% | |
| 45 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.55% | -0.30% | -0.81% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.55% | +0.13% | +7.79% | |
| 47 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.55% | — | +2.27% | |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.34% | -32.94% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.52% | -0.01% | +1.24% | |
| 50 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.50% | -0.39% | -3.55% |
According to official SEC Form 13F filings, Benjamin Edwards Inc reported a total U.S. public equity portfolio value of $11.0B across 722 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 0.7% of total reported equity market value during Q2 2024.
During Q2 2024, Benjamin Edwards Inc's top holdings by market value included NVDA (4.3%)、MSFT (3.6%)、AAPL (3.4%). The largest single position, NVDA, represented 4.3% of total portfolio value.
In Q2 2024, Benjamin Edwards Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.