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CIK: 0001451623
Total reported value
$11.0B
$11.0B
1143 檔
6.4%
In Q2 2025, Benjamin Edwards Inc's U.S. equity holdings reached a combined market value of $11.0B, distributed across 1143 disclosed stock positions.
In Q2 2025, Benjamin Edwards Inc displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1143 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.02% | -4.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | +0.12% | +7.25% | |
| 3 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 1.75% | -0.45% | +24.78% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.58% | -0.22% | — | |
| 5 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.51% | +0.26% | +237.71% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.26% | +0.21% | +4.23% | |
| 7 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.22% | +0.07% | +4.21% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.01% | +2.68% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.06% | +0.21% | +24.12% | |
| 10 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.04% | +0.07% | +3.87% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.22% | +0.78% | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 0.92% | -0.01% | +2.17% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.91% | +0.09% | +9.32% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.20% | +2.70% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.90% | -0.34% | +399.38% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 0.90% | +0.12% | -3.11% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.33% | +2.22% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 0.88% | +0.02% | +2.24% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.26% | +1.66% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.44% | +6.10% | |
| 21 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.39% | +1.22% | |
| 22 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.82% | -0.12% | +1.41% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.82% | -0.11% | +1.35% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.32% | +3.69% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 0.81% | -0.13% | -3.72% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.08% | +2.39% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.79% | +0.09% | -13.99% | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.09% | +6.40% | |
| 29 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.79% | -0.06% | +1753.67% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.78% | -0.39% | +34.00% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 0.76% | +0.13% | +9.72% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | -0.04% | +0.25% | |
| 33 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.72% | -0.03% | EXIT | |
| 34 | WSO | Watsco Inc | Stock-Industrials | 0.72% | -0.02% | +1.85% | |
| 35 | SNA | Snap-on Inc | Stock-Industrials | 0.72% | -0.21% | +1.26% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.70% | -0.19% | +2.35% | |
| 37 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 0.70% | -0.30% | +2.63% | |
| 38 | ATO | Atmos Energy CORP | Stock-Utilities | 0.69% | -0.08% | +1.73% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.67% | +0.05% | +2.89% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.67% | -0.20% | +3.07% | |
| 41 | CTVA | Corteva Inc | Stock-Materials | 0.65% | -0.10% | +2.20% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.65% | -0.08% | +1.68% | |
| 43 | SPGI | S&p Global Inc | Stock-Financials | 0.65% | -0.10% | +0.78% | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 0.65% | -0.06% | +91.70% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | +0.01% | +5.26% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.61% | -0.06% | +1.11% | |
| 47 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.61% | -0.06% | +0.96% | |
| 48 | AWK | American Water Works Co Inc | Stock-Utilities | 0.59% | -0.10% | +1.03% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.06% | +0.50% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.18% | +2.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1.6% | NEW | New buy |
| 2 | TLH | Ishares 10-20 Year Treasury | +1% | +237.71% | Add |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.7% | +1753.67% | Add |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | +0.7% | +399.38% | Add |
| 5 | TRI4EUR | Thomson Reuters CORP | +0.5% | +4174.49% | Add |
| 6 | FXF | Invesco Currencyshares Swiss | +0.5% | NEW | New buy |
| 7 | MSFT | Microsoft CORP | +0.5% | +7.25% | Add |
| 8 | FIXT | Tcw Core Plus Bond ETF | +0.5% | NEW | New buy |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | +0.3% | NEW | New buy |
| 10 | AVGO | Broadcom Inc | +0.3% | +2.22% | Add |
| 11 | SDY | Ss Spdr S&p Dividend ETF | +0.3% | +851.37% | Add |
| 12 | NVDA | Nvidia CORP | +0.3% | +6.10% | Add |
| 13 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +517.13% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.2% | -3.11% | Trim |
| 15 | SPMB | Ss Spdr P Mort Back Bond ETF | +0.2% | +24.78% | Add |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +24.12% | Add |
| 17 | IUSG | Ishares Core S&p U.s. Growth | +0.1% | +4.23% | Add |
| 18 | INTU | Intuit Inc | +0.1% | +3.07% | Add |
| 19 | QQXT | First Trust Nasdaq-100 Ex-te | +0.1% | NEW | New buy |
| 20 | BSCP | Invesco Bulletshares 2025 Cb | +0.1% | +363.04% | Add |
| 21 | ACN | Accenture plc | +0.1% | +34.00% | Add |
| 22 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +26.16% | Add |
| 23 | TXN | Texas Instruments Inc | +0.1% | +9.72% | Add |
| 24 | ORCL | Oracle CORP | +0.1% | +3.70% | Add |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +2.09% | Add |
| 26 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +35.30% | Add |
| 27 | NFLX | Netflix Inc | +0.1% | +17.72% | Add |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +1.22% | Add |
| 29 | CTVA | Corteva Inc | +0.1% | +2.20% | Add |
| 30 | SCHF | Schwab Intl Equity ETF | +0.1% | +3.87% | Add |
| 31 | GLDM | Spdr Gold Minishares Trust | +0.1% | +9.32% | Add |
| 32 | WMT | Walmart Inc | 0% | +0.78% | Add |
| 33 | QTEC | First Trust Nasdq 100 Tech I | -0.1% | -71.52% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.2% | -6.97% | Trim |
| 35 | HSY | Hershey Co/the | -0.2% | -69.06% | Trim |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.2% | -84.28% | Trim |
| 37 | UPS | United Parcel Service-cl B | -0.2% | -77.74% | Trim |
| 38 | HACK | Amplify Cybersecurity ETF | -0.3% | EXIT | Sold out |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.3% | -98.44% | Trim |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | -0.3% | -76.37% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -55.41% | Trim |
| 42 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | -0.3% | EXIT | Sold out |
| 43 | URA | Global X Uranium ETF | -0.4% | -98.76% | Trim |
| 44 | VGSH | Vanguard Short-term Treasury | -0.4% | -86.61% | Trim |
| 45 | SPHY | Ss Spdr P High Yield ETF | -0.4% | -54.72% | Trim |
| 46 | AAPL | Apple Inc | -0.5% | -4.02% | Trim |
| 47 | XSHQ | Invesco S&p Smallcap Quality | -0.5% | EXIT | Sold out |
| 48 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.6% | -52.11% | Trim |
| 49 | HYBB | Ishares Bb Rated CORP Bond | -1% | -83.04% | Trim |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | -1.5% | -99.39% | Trim |
According to official SEC Form 13F filings, Benjamin Edwards Inc reported a total U.S. public equity portfolio value of $11.0B across 1143 disclosed positions in Q2 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, SPMB) accounted for 6.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPDW
市值: $124.0M
Top Position Liquidated / Trimmed
XSHQ
前期市值: $38.7M
During Q2 2025, Benjamin Edwards Inc's top holdings by market value included AAPL (2.1%)、MSFT (2.0%)、SPMB (1.8%). The largest single position, AAPL, represented 2.1% of total portfolio value.
In Q2 2025, Benjamin Edwards Inc made 50 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 16 holdings, and fully liquidating 3 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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