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CIK: 0001451623
Total reported value
$11.0B
$11.0B
1082 檔
5.6%
During the Q3 2024 filing period, Benjamin Edwards Inc (CIK: 0001451623) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $11.0B across 1082 reported positions.
In Q3 2024, Benjamin Edwards Inc displayed an active expansion posture, initiating 1 new positions and adding to 49 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1082 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.73% | +0.02% | +865.62% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | +0.12% | +628.11% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.68% | — | +2305.02% | |
| 4 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 1.28% | -0.36% | +1065.10% | |
| 5 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.27% | -0.06% | +6605.46% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.22% | -0.01% | +1774.85% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.18% | +0.07% | +8428.30% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.16% | +0.07% | +10714.05% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.15% | +0.21% | +10090.92% | |
| 10 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.09% | +0.09% | +1804.98% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.00% | +0.44% | +210.61% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.02% | +792.48% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.96% | -0.22% | +1732.21% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.20% | +530.79% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.26% | +1974.99% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.86% | -0.22% | +670.01% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.84% | -0.32% | +1494.25% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.83% | -0.04% | +1284.50% | |
| 19 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.80% | -0.12% | +897.40% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 0.79% | -0.01% | +1628.90% | |
| 21 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.39% | +509.81% | |
| 22 | WSO | Watsco Inc | Stock-Industrials | 0.77% | -0.02% | +2128.14% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.74% | -0.11% | +2140.06% | |
| 24 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.72% | -0.30% | +1501.14% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | +0.05% | +957.53% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.08% | +1664.20% | |
| 27 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.71% | -0.39% | +1819.15% | |
| 28 | ITW | Illinois Tool Works | Stock-Industrials | 0.71% | -0.06% | +787.26% | |
| 29 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.19% | +1934.50% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.69% | +0.33% | +6999.06% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.68% | -0.45% | +661.02% | |
| 32 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | -0.06% | +2087.17% | |
| 33 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.13% | +2559.45% | |
| 34 | SNA | Snap-on Inc | Stock-Industrials | 0.67% | -0.21% | +2691.17% | |
| 35 | RSG | Republic Services Inc | Stock-Industrials | 0.66% | -0.13% | +1626.79% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.65% | +0.09% | +23616.25% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.06% | +460.70% | |
| 38 | AWK | American Water Works Co Inc | Stock-Utilities | 0.63% | -0.10% | +941.82% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | +0.06% | +1260.62% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.63% | +0.01% | +571.13% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.62% | -0.10% | +2112.91% | |
| 42 | ATO | Atmos Energy CORP | Stock-Utilities | 0.59% | -0.08% | +2212.05% | |
| 43 | CTAS | Cintas CORP | Stock-Industrials | 0.59% | -0.06% | +7951.85% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.58% | — | +2772.41% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.18% | +587.98% | |
| 46 | FAST | Fastenal Co | Stock-Industrials | 0.56% | -0.06% | +1789.08% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.55% | -0.07% | +2778.78% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.09% | +2657.97% | |
| 49 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.54% | -0.03% | EXIT | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.54% | -0.11% | +2590.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +1% | +6605.46% | Add |
| 2 | IUSV | Ishares Core S&p U.s. Value | +1% | +10714.05% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +1% | +8428.30% | Add |
| 4 | IUSG | Ishares Core S&p U.s. Growth | +1% | +10090.92% | Add |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | +0.8% | +2305.02% | Add |
| 6 | SPHY | Ss Spdr P High Yield ETF | +0.6% | +23616.25% | Add |
| 7 | XSHQ | Invesco S&p Smallcap Quality | +0.5% | NEW | New buy |
| 8 | HD | Home Depot Inc | +0.5% | +1774.85% | Add |
| 9 | MCD | Mcdonald's CORP | +0.4% | +1974.99% | Add |
| 10 | GLDM | Spdr Gold Minishares Trust | +0.4% | +1804.98% | Add |
| 11 | SNA | Snap-on Inc | +0.4% | +2691.17% | Add |
| 12 | SHW | Sherwin-williams Co/the | +0.4% | +2087.17% | Add |
| 13 | TXN | Texas Instruments Inc | +0.4% | +2559.45% | Add |
| 14 | WSO | Watsco Inc | +0.3% | +2128.14% | Add |
| 15 | SYK | Stryker CORP | +0.3% | +2140.06% | Add |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | +2778.78% | Add |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +1732.21% | Add |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +2772.41% | Add |
| 19 | ATO | Atmos Energy CORP | +0.3% | +2212.05% | Add |
| 20 | SPGI | S&p Global Inc | +0.3% | +2112.91% | Add |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +2657.97% | Add |
| 22 | VZ | Verizon Communications Inc | +0.3% | +1934.50% | Add |
| 23 | ADP | Automatic Data Processing | +0.3% | +1628.90% | Add |
| 24 | EOG | Eog Resources Inc | +0.3% | +2590.84% | Add |
| 25 | CTAS | Cintas CORP | +0.3% | +7951.85% | Add |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.3% | +2202.92% | Add |
| 27 | MA | Mastercard Inc - A | +0.2% | +1664.20% | Add |
| 28 | FAST | Fastenal Co | +0.2% | +1789.08% | Add |
| 29 | CASY | Casey's General Stores Inc | +0.2% | +1819.15% | Add |
| 30 | TSCO | Tractor Supply Company | +0.2% | +1501.14% | Add |
| 31 | RSG | Republic Services Inc | +0.2% | +1626.79% | Add |
| 32 | XOM | Exxon Mobil CORP | +0.2% | +1494.25% | Add |
| 33 | VCIT | Vanguard Int-term Corporate | +0.1% | +1284.50% | Add |
| 34 | MRK | Merck & Co. Inc. | 0% | +1260.62% | Add |
| 35 | WEC | Wec Energy Group Inc | -0.1% | +897.40% | Add |
| 36 | AWK | American Water Works Co Inc | -0.1% | +941.82% | Add |
| 37 | HYBB | Ishares Bb Rated CORP Bond | -0.1% | +1065.10% | Add |
| 38 | ITW | Illinois Tool Works | -0.3% | +787.26% | Add |
| 39 | ABBV | Abbvie Inc | -0.3% | +792.48% | Add |
| 40 | QCOM | Qualcomm Inc | -0.3% | +957.53% | Add |
| 41 | WMT | Walmart Inc | -0.4% | +670.01% | Add |
| 42 | SPMB | Ss Spdr P Mort Back Bond ETF | -0.5% | +661.02% | Add |
| 43 | AVGO | Broadcom Inc | -0.5% | +6999.06% | Add |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | +571.13% | Add |
| 45 | AAPL | Apple Inc | -0.6% | +865.62% | Add |
| 46 | ACN | Accenture plc | -0.7% | +509.81% | Add |
| 47 | COST | Costco Wholesale CORP | -0.9% | +530.79% | Add |
| 48 | AMZN | Amazon.com Inc | -0.9% | +460.70% | Add |
| 49 | MSFT | Microsoft CORP | -1.7% | +628.11% | Add |
| 50 | NVDA | Nvidia CORP | -3.3% | +210.61% | Add |
According to official SEC Form 13F filings, Benjamin Edwards Inc reported a total U.S. public equity portfolio value of $11.0B across 1082 disclosed positions in Q3 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 AAPL, MSFT, XMHQ) accounted for 5.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
XSHQ
市值: $35.7M
During Q3 2024, Benjamin Edwards Inc's top holdings by market value included AAPL (2.7%)、MSFT (1.9%)、XMHQ (1.7%). The largest single position, AAPL, represented 2.7% of total portfolio value.
In Q3 2024, Benjamin Edwards Inc made 50 total portfolio adjustments, initiating 1 new buys, adding to 49 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.
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