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CIK: 0001451623
Total reported value
$11.0B
$11.0B
1075 檔
5.5%
As reported in its official Q1 2025 Form 13F filing, Benjamin Edwards Inc's tracked investment portfolio stood at $11.0B with 1075 total positions.
In Q1 2025, Benjamin Edwards Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1075 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.58% | +0.02% | +1.86% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | +0.12% | -5.84% | |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.55% | — | +2.37% | |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.54% | -0.45% | +14.40% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.25% | +0.07% | +10.30% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.19% | -0.01% | +9.48% | |
| 7 | HYBB | Ishares Bb Rated CORP Bond | ETF-Corp Bonds | 1.18% | -0.36% | +2.69% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.14% | -0.06% | -13.44% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.12% | +0.21% | +1.31% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.07% | +0.02% | +4.00% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.26% | +10.60% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | +0.07% | -14.55% | |
| 13 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | -0.01% | +12.82% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.32% | +13.79% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.22% | +1.89% | |
| 16 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.93% | -0.12% | +6.00% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.93% | -0.20% | -3.79% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | +0.21% | +103.46% | |
| 19 | RSG | Republic Services Inc | Stock-Industrials | 0.90% | -0.13% | +17.44% | |
| 20 | WSO | Watsco Inc | Stock-Industrials | 0.90% | -0.02% | +15.94% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | -0.09% | +120.67% | |
| 22 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.86% | +0.09% | -27.56% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.09% | +61.11% | |
| 24 | SNA | Snap-on Inc | Stock-Industrials | 0.84% | -0.21% | +12.36% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.84% | -0.08% | +6.77% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.83% | -0.11% | +12.56% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.81% | -0.04% | -1.20% | |
| 28 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.79% | -0.19% | +13.96% | |
| 29 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | -0.08% | +24.83% | |
| 30 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.78% | -0.39% | +14.81% | |
| 31 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.78% | -0.30% | +16.61% | |
| 32 | ATO | Atmos Energy CORP | Stock-Utilities | 0.75% | -0.08% | +17.63% | |
| 33 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.74% | +0.09% | +13.17% | |
| 34 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | +0.05% | +8.38% | |
| 35 | AWK | American Water Works Co Inc | Stock-Utilities | 0.68% | -0.10% | +12.24% | |
| 36 | FAST | Fastenal Co | Stock-Industrials | 0.68% | -0.06% | +15.18% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.68% | -0.10% | +14.90% | |
| 38 | APH | Amphenol Corp-cl A | Stock-Tech | 0.68% | +0.12% | +14.17% | |
| 39 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.68% | -0.06% | +12.00% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.67% | -0.06% | +2.53% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.67% | -0.39% | -1.73% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.66% | +0.13% | +14.28% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.64% | +0.01% | -1.64% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.63% | -0.07% | +18.10% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.61% | +0.44% | -28.01% | |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.61% | -0.03% | EXIT | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.61% | -0.11% | +10.47% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.18% | -6.48% | |
| 49 | CTVA | Corteva Inc | Stock-Materials | 0.59% | -0.10% | +23.63% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.59% | -0.08% | +16.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | New buy |
| 4 | SPMB | Ss Spdr P Mort Back Bond ETF | — | NEW | New buy |
| 5 | IUSV | Ishares Core S&p U.s. Value | — | NEW | New buy |
| 6 | HD | Home Depot Inc | — | NEW | New buy |
| 7 | HYBB | Ishares Bb Rated CORP Bond | — | NEW | New buy |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | — | NEW | New buy |
| 9 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 10 | ABBV | Abbvie Inc | — | NEW | New buy |
| 11 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 12 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 13 | ADP | Automatic Data Processing | — | NEW | New buy |
| 14 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 15 | WMT | Walmart Inc | — | NEW | New buy |
| 16 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 17 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 19 | RSG | Republic Services Inc | — | NEW | New buy |
| 20 | WSO | Watsco Inc | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 24 | SNA | Snap-on Inc | — | NEW | New buy |
| 25 | MA | Mastercard Inc - A | — | NEW | New buy |
| 26 | SYK | Stryker CORP | — | NEW | New buy |
| 27 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 28 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 29 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 30 | CASY | Casey's General Stores Inc | — | NEW | New buy |
| 31 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 32 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 33 | SPHY | Ss Spdr P High Yield ETF | — | NEW | New buy |
| 34 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 35 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 36 | FAST | Fastenal Co | — | NEW | New buy |
| 37 | SPGI | S&p Global Inc | — | NEW | New buy |
| 38 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 39 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 40 | ITW | Illinois Tool Works | — | NEW | New buy |
| 41 | ACN | Accenture plc | — | NEW | New buy |
| 42 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 45 | NVDA | Nvidia CORP | — | NEW | New buy |
| 46 | MDYV | Ss Spdr S&p 400 Mc Val ETF | — | NEW | New buy |
| 47 | EOG | Eog Resources Inc | — | NEW | New buy |
| 48 | ABT | Abbott Laboratories | — | NEW | New buy |
| 49 | CTVA | Corteva Inc | — | NEW | New buy |
| 50 | BR | Broadridge Financial Solutio | — | NEW | New buy |
According to official SEC Form 13F filings, Benjamin Edwards Inc reported a total U.S. public equity portfolio value of $11.0B across 1075 disclosed positions in Q1 2025.
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 5.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $184.6M
During Q1 2025, Benjamin Edwards Inc's top holdings by market value included AAPL (2.6%)、MSFT (1.6%)、XMHQ (1.6%). The largest single position, AAPL, represented 2.6% of total portfolio value.
In Q1 2025, Benjamin Edwards Inc made 50 total portfolio adjustments, initiating 50 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.
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