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CIK: 0001451623
Total reported value
$11.0B
$11.0B
1101 檔
5.9%
According to the latest 13F quarterly dataset, Benjamin Edwards Inc managed an equity portfolio of $11.0B at the end of Q4 2024, spanning 1101 distinct U.S. exchange-listed positions.
In Q4 2024, Benjamin Edwards Inc displayed an active expansion posture, initiating 4 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1101 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.92% | +0.02% | +1.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | +0.12% | +3.02% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.67% | — | +5.54% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.47% | -0.06% | +19.27% | |
| 5 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.35% | -0.45% | +109.85% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.24% | +0.21% | +3.61% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.01% | +2.49% | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.17% | +0.07% | +5.65% | |
| 9 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 1.17% | -0.36% | -4.23% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.11% | +0.07% | +111.09% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.44% | -0.83% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.02% | +0.09% | -3.98% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.22% | +2.13% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.96% | -0.20% | +3.15% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 0.94% | +0.33% | +3.35% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 0.90% | +0.02% | +4.80% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.86% | -0.26% | +1.16% | |
| 18 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | -0.01% | +2.84% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.82% | -0.04% | +5.39% | |
| 20 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.39% | +2.46% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.78% | -0.22% | -8.72% | |
| 22 | SNA | Snap-on Inc | Stock-Industrials | 0.78% | -0.21% | +1.02% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.06% | +4.57% | |
| 24 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.77% | -0.12% | +1.16% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.08% | +1.84% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.32% | +1.71% | |
| 27 | WSO | Watsco Inc | Stock-Industrials | 0.74% | -0.02% | +1.21% | |
| 28 | SYK | Stryker CORP | Stock-Healthcare | 0.73% | -0.11% | +0.97% | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 0.68% | -0.06% | +0.96% | |
| 30 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.67% | +0.09% | +6.65% | |
| 31 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.66% | -0.30% | +406.73% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.66% | +0.01% | +7.79% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | +0.05% | +2.02% | |
| 34 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.66% | -0.03% | EXIT | |
| 35 | RSG | Republic Services Inc | Stock-Industrials | 0.66% | -0.13% | +0.79% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.64% | +0.12% | +194.28% | |
| 37 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.63% | -0.39% | -14.13% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.19% | +0.89% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.61% | +0.13% | +1.29% | |
| 40 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.60% | -0.06% | +0.90% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.59% | -0.10% | +0.69% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | +0.09% | +3.62% | |
| 43 | ATO | Atmos Energy CORP | Stock-Utilities | 0.59% | -0.08% | +0.87% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.18% | +3.50% | |
| 45 | FAST | Fastenal Co | Stock-Industrials | 0.56% | -0.06% | +2.06% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.56% | +0.01% | — | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | +0.06% | +2.54% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.54% | -0.11% | +1.40% | |
| 49 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.53% | -0.08% | +1.88% | |
| 50 | AWK | American Water Works Co Inc | Stock-Utilities | 0.53% | -0.10% | -0.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.7% | +109.85% | Add |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 3 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | +0.5% | NEW | New buy |
| 4 | APH | Amphenol Corp-cl A | +0.4% | +194.28% | Add |
| 5 | CTVA | Corteva Inc | +0.4% | +6273.64% | Add |
| 6 | AVGO | Broadcom Inc | +0.3% | +3.35% | Add |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.2% | +19.27% | Add |
| 8 | AAPL | Apple Inc | +0.2% | +1.51% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +4.57% | Add |
| 10 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 11 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +21.35% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +2.13% | Add |
| 13 | SNA | Snap-on Inc | +0.1% | +1.02% | Add |
| 14 | PLTR | Palantir Technologies Inc-a | +0.1% | -14.55% | Trim |
| 15 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +3.61% | Add |
| 16 | FXO | First Trust Financial Alphad | +0.1% | +582.79% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +2.94% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | -0.83% | Trim |
| 19 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +4.74% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.27% | Add |
| 22 | ADP | Automatic Data Processing | +0.1% | +2.84% | Add |
| 23 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +21.33% | Add |
| 24 | V | Visa Inc-class A Shares | +0.1% | +5.17% | Add |
| 25 | MA | Mastercard Inc - A | +0.1% | +1.84% | Add |
| 26 | COST | Costco Wholesale CORP | +0.1% | +3.15% | Add |
| 27 | STE | STERIS plc | -0.1% | +1.05% | Add |
| 28 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 29 | MRK | Merck & Co. Inc. | -0.1% | +2.54% | Add |
| 30 | SCHF | Schwab Intl Equity ETF | -0.1% | +111.09% | Add |
| 31 | IBTI | Ishares Ibonds Dec 2028 Term | -0.1% | -26.95% | Trim |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | +0.90% | Add |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -16.44% | Trim |
| 34 | CASY | Casey's General Stores Inc | -0.1% | -14.13% | Trim |
| 35 | ZTS | Zoetis Inc | -0.1% | -2.46% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | +0.89% | Add |
| 37 | AWK | American Water Works Co Inc | -0.1% | -0.75% | Trim |
| 38 | MDLZ | Mondelez International Inc-a | -0.1% | -1.40% | Trim |
| 39 | HYBB | Ishares Bb Rated CORP Bond | -0.1% | -4.23% | Trim |
| 40 | FTXL | First Trust Nasdaq Semicondu | -0.1% | -58.14% | Trim |
| 41 | IBDP | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | Sold out |
| 42 | FLJP | Franklin Ftse Japan ETF | -0.1% | -42.45% | Trim |
| 43 | CTAS | Cintas CORP | -0.1% | -12.86% | Trim |
| 44 | LRCXEUR | Lam Research CORP | -0.2% | EXIT | Sold out |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | -8.72% | Trim |
| 46 | XONE | Bondbloxx Bbg 1 Dur US Treas | -0.2% | EXIT | Sold out |
| 47 | GILD | Gilead Sciences Inc | -0.2% | -51.84% | Trim |
| 48 | ELV | Elevance Health Inc | -0.4% | -96.10% | Trim |
| 49 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | -0.6% | -97.82% | Trim |
According to official SEC Form 13F filings, Benjamin Edwards Inc reported a total U.S. public equity portfolio value of $11.0B across 1101 disclosed positions in Q4 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 5.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $39.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $35.7M
During Q4 2024, Benjamin Edwards Inc's top holdings by market value included AAPL (2.9%)、MSFT (1.9%)、XMHQ (1.7%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q4 2024, Benjamin Edwards Inc made 50 total portfolio adjustments, initiating 4 new buys, adding to 25 positions, trimming 16 holdings, and fully liquidating 5 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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