Benjamin Edwards
Latest statistics and disclosures from Benjamin Edwards's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IGSB, AAPL, VCSH, NEE, PFF, and represent 12.03% of Benjamin Edwards's stock portfolio.
- Added to shares of these 10 stocks: AAPL, EMB, PFF, IGSB, DG, PREF, INTU, CAT, DLR, FTCS.
- Started 31 new stock positions in GRIF, FXN, VIGI, CAT, NEM, FXZ, ARE, TSM, HUBB, FLJP.
- Reduced shares in these 10 stocks: , MBB, SCHO, AGG, LQD, SPHQ, MA, PFE, FPE, LHX.
- Sold out of its positions in IZRL, AVAV, ADSK, CME, CVS, CFG, RVNU, FIVG, EVRG, FXO.
- Benjamin Edwards was a net seller of stock by $-2.0M.
- Benjamin Edwards has $121M in assets under management (AUM), dropping by 0.99%.
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Portfolio Holdings for Benjamin Edwards
Companies in the Benjamin Edwards portfolio as of the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.1 | $3.7M | +27% | 67k | 54.91 | |
| Apple (AAPL) | 2.9 | $3.5M | +222% | 30k | 115.80 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 2.4 | $2.9M | -3% | 35k | 82.86 | |
| Nextera Energy (NEE) | 1.9 | $2.3M | -3% | 8.2k | 277.62 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 1.8 | $2.2M | +133% | 60k | 36.45 | |
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 1.5 | $1.9M | -17% | 97k | 19.17 | |
| Republic Services (RSG) | 1.5 | $1.8M | -4% | 19k | 93.34 | |
| Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) | 1.5 | $1.8M | -3% | 122k | 14.73 | |
| Global X Fds Nasdaq 100 Cover (QYLD) | 1.5 | $1.8M | 83k | 21.56 | ||
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.4 | $1.8M | NEW | 16k | 110.89 | |
| Watsco, Incorporated (WSO) | 1.4 | $1.7M | -8% | 7.3k | 232.83 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.3 | $1.6M | -11% | 32k | 50.12 | |
| Home Depot (HD) | 1.3 | $1.5M | 5.5k | 277.61 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.3 | $1.5M | +50% | 50k | 30.19 | |
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| Ishares Gold Trust Ishares (IAU) | 1.2 | $1.5M | +28% | 82k | 17.99 | |
| Wal-Mart Stores (WMT) | 1.2 | $1.4M | 10k | 139.86 | ||
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $1.4M | -5% | 15k | 95.78 | |
| Microsoft Corporation (MSFT) | 1.1 | $1.4M | +26% | 6.6k | 210.25 | |
| Coca-Cola Company (KO) | 1.1 | $1.4M | +2% | 28k | 49.38 | |
| Tractor Supply Company (TSCO) | 1.1 | $1.4M | -18% | 9.6k | 143.30 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.4M | 9.1k | 148.86 | ||
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.1 | $1.3M | -4% | 23k | 57.38 | |
| Qualcomm (QCOM) | 1.1 | $1.3M | -2% | 11k | 117.66 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Ig Crp (PFIG) | 1.1 | $1.3M | -6% | 48k | 27.30 | |
| Verizon Communications (VZ) | 1.1 | $1.3M | 22k | 59.50 | ||
| Accenture Plc Ireland Shs Class A (ACN) | 1.1 | $1.3M | +16% | 5.7k | 225.91 | |
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 1.0 | $1.3M | +47% | 29k | 43.40 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 1.0 | $1.2M | 19k | 63.74 | ||
| Steris Shs Usd (STE) | 1.0 | $1.2M | 6.9k | 176.14 | ||
| Illinois Tool Works (ITW) | 1.0 | $1.2M | -2% | 6.3k | 193.17 | |
| Dollar General (DG) | 1.0 | $1.2M | +145% | 5.7k | 209.71 | |
| Kimberly-Clark Corporation (KMB) | 1.0 | $1.2M | +10% | 8.0k | 147.66 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 1.0 | $1.2M | -6% | 19k | 60.82 | |
| Wec Energy Group (WEC) | 0.9 | $1.1M | +26% | 12k | 96.88 | |
| Casey's General Stores (CASY) | 0.9 | $1.1M | 6.4k | 177.65 | ||
| Air Products & Chemicals (APD) | 0.9 | $1.1M | -3% | 3.7k | 297.91 | |
| Sherwin-Williams Company (SHW) | 0.9 | $1.1M | -16% | 1.6k | 696.70 | |
| International Business Machines (IBM) | 0.9 | $1.1M | 8.9k | 121.72 | ||
| McDonald's Corporation (MCD) | 0.8 | $1.0M | -3% | 4.7k | 219.60 | |
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.8 | $1.0M | 9.5k | 106.87 | ||
| Arthur J. Gallagher & Co. (AJG) | 0.8 | $1.0M | -3% | 9.6k | 105.55 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.0M | -32% | 3.0k | 338.12 | |
| Wisdomtree Tr Us Midcap Divid (DON) | 0.8 | $929k | -2% | 32k | 28.92 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.8 | $927k | -3% | 4.8k | 194.10 | |
| Aptar (ATR) | 0.7 | $906k | 8.0k | 113.24 | ||
| Union Pacific Corporation (UNP) | 0.7 | $884k | 4.5k | 196.79 | ||
| Xcel Energy (XEL) | 0.7 | $880k | -3% | 13k | 68.98 | |
| Deere & Company (DE) | 0.7 | $873k | -6% | 3.9k | 221.63 | |
| Automatic Data Processing (ADP) | 0.7 | $870k | -2% | 6.2k | 139.49 | |
| Principal Exchange-traded Spectrum Pfd (PREF) | 0.7 | $867k | +391% | 43k | 20.07 | |
| American Tower Reit (AMT) | 0.7 | $851k | 3.5k | 241.62 | ||
| Costco Wholesale Corporation (COST) | 0.7 | $837k | 2.4k | 355.11 | ||
| V.F. Corporation (VFC) | 0.7 | $790k | -5% | 11k | 70.22 | |
| Stryker Corporation (SYK) | 0.6 | $786k | 3.8k | 208.43 | ||
| Digital Realty Trust (DLR) | 0.6 | $778k | +288% | 5.3k | 146.74 | |
| Fidelity National Information Services (FIS) | 0.6 | $758k | +11% | 5.2k | 147.13 | |
| Commerce Bancshares (CBSH) | 0.6 | $740k | -2% | 13k | 56.30 | |
| Nasdaq Omx (NDAQ) | 0.6 | $737k | 6.0k | 122.63 | ||
| Jack Henry & Associates (JKHY) | 0.6 | $711k | 4.4k | 162.51 | ||
| Comcast Corp Cl A (CMCSA) | 0.6 | $706k | +78% | 15k | 46.26 | |
| Merck & Co (MRK) | 0.6 | $701k | +5% | 8.5k | 82.92 | |
| Realty Income (O) | 0.6 | $692k | -3% | 11k | 60.73 | |
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.6 | $689k | +333% | 11k | 63.22 | |
| Pepsi (PEP) | 0.6 | $680k | +65% | 4.9k | 138.63 | |
| Intuit (INTU) | 0.6 | $676k | NEW | 2.1k | 326.41 | |
| Caterpillar (CAT) | 0.5 | $658k | NEW | 4.4k | 149.04 | |
| Broadridge Financial Solutions (BR) | 0.5 | $651k | 4.9k | 132.05 | ||
| Gilead Sciences (GILD) | 0.5 | $646k | -2% | 10k | 63.19 | |
| Becton, Dickinson and (BDX) | 0.5 | $645k | 2.8k | 232.85 | ||
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.5 | $626k | +76% | 10k | 62.03 | |
| Dominion Resources (D) | 0.5 | $614k | +40% | 7.8k | 78.94 | |
| Assurant (AIZ) | 0.5 | $613k | 5.1k | 121.22 | ||
| Snap-on Incorporated (SNA) | 0.5 | $612k | -3% | 4.2k | 147.12 | |
| UnitedHealth (UNH) | 0.5 | $576k | +8% | 1.8k | 311.86 | |
| Store Capital Corp reit (STOR) | 0.5 | $570k | -9% | 21k | 27.44 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.5 | $550k | -5% | 6.6k | 83.02 | |
| Xilinx (XLNX) | 0.4 | $534k | -2% | 5.1k | 104.13 | |
| Americold Rlty Tr (COLD) | 0.4 | $530k | -6% | 15k | 35.78 | |
| Lancaster Colony (LANC) | 0.4 | $525k | -5% | 2.9k | 178.75 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $521k | +9% | 6.6k | 78.98 | |
| At&t (T) | 0.4 | $517k | -2% | 18k | 28.48 | |
| Cisco Systems (CSCO) | 0.4 | $516k | +3% | 13k | 39.38 | |
| Toro Company (TTC) | 0.4 | $516k | 6.1k | 83.97 | ||
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.4 | $514k | -3% | 19k | 27.13 | |
| Sixth Street Specialty Lending (TSLX) | 0.4 | $489k | -6% | 28k | 17.20 | |
| Thomson Reuters Corp. Com New (TRI) | 0.4 | $483k | -3% | 6.1k | 79.77 | |
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.4 | $481k | 20k | 24.62 | ||
| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $481k | +147% | 5.2k | 92.04 | |
| Glacier Ban (GBCI) | 0.4 | $462k | 14k | 32.06 | ||
| Crown Castle Intl (CCI) | 0.4 | $461k | +18% | 2.8k | 166.67 | |
| Paychex (PAYX) | 0.4 | $456k | -10% | 5.7k | 79.76 | |
| Main Street Capital Corporation (MAIN) | 0.4 | $440k | -5% | 15k | 29.60 | |
| Prosperity Bancshares (PB) | 0.4 | $437k | 8.4k | 51.78 | ||
| Alexandria Real Estate Equities (ARE) | 0.4 | $429k | NEW | 2.7k | 159.90 | |
| Williams Companies (WMB) | 0.3 | $422k | -7% | 22k | 19.67 | |
| Intercontinental Exchange (ICE) | 0.3 | $411k | +10% | 4.1k | 100.02 | |
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $402k | +27% | 3.4k | 116.62 | |
| Colgate-Palmolive Company (CL) | 0.3 | $402k | -4% | 5.2k | 77.09 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $401k | -75% | 3.4k | 117.98 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $400k | -61% | 3.0k | 134.54 | |
| Progressive Corporation (PGR) | 0.3 | $391k | -8% | 4.1k | 94.60 | |
| Medtronic SHS (MDT) | 0.3 | $387k | -7% | 3.7k | 103.81 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.3 | $382k | +18% | 4.6k | 83.96 | |
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $381k | +39% | 6.4k | 59.34 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $359k | -25% | 2.4k | 146.83 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $359k | -3% | 11k | 34.30 | |
| WD-40 Company (WDFC) | 0.3 | $337k | -7% | 1.8k | 189.33 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $329k | -6% | 17k | 19.97 | |
| Invesco Exch Trd Slf Idx Bulshs 2020 Hy (BSJK) | 0.3 | $325k | -6% | 14k | 23.36 | |
| Houlihan Lokey Cl A (HLI) | 0.3 | $323k | +1419% | 5.5k | 59.06 | |
| First Tr Value Line Divid In SHS (FVD) | 0.3 | $319k | -52% | 10k | 31.47 | |
| Amazon (AMZN) | 0.3 | $315k | 100.00 | 3150.00 | ||
| Four Corners Ppty Tr (FCPT) | 0.3 | $311k | NEW | 12k | 25.61 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $288k | -6% | 3.6k | 80.11 | |
| Public Storage (PSA) | 0.2 | $284k | NEW | 1.3k | 222.57 | |
| Us Bancorp Del Com New (USB) | 0.2 | $277k | +6% | 7.7k | 35.84 | |
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $274k | +14% | 5.1k | 54.23 | |
| First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.2 | $267k | +8% | 3.2k | 84.12 | |
| Agree Realty Corporation (ADC) | 0.2 | $266k | NEW | 4.2k | 63.62 | |
| Kinder Morgan (KMI) | 0.2 | $262k | -12% | 21k | 12.31 | |
| Ishares Tr Ibonds Dec22 Etf (IBDN) | 0.2 | $261k | +11% | 10k | 25.60 | |
| Ishares Tr Ibonds Dec21 Etf (IBDM) | 0.2 | $259k | +12% | 10k | 25.07 | |
| Ishares Silver Tr Ishares (SLV) | 0.2 | $254k | +400% | 12k | 21.65 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $248k | +4% | 4.2k | 59.01 | |
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $246k | +62% | 4.9k | 50.09 | |
| John B. Sanfilippo & Son (JBSS) | 0.2 | $229k | NEW | 3.0k | 75.43 | |
| Spire (SR) | 0.2 | $228k | -5% | 4.3k | 53.23 | |
| Fastenal Company (FAST) | 0.2 | $217k | NEW | 4.8k | 45.19 | |
| People's United Financial (PBCT) | 0.2 | $210k | -8% | 20k | 10.32 | |
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $197k | +336% | 3.8k | 51.80 | |
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $182k | 3.3k | 55.62 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $182k | 855.00 | 212.87 | ||
| First Tr Lrg Cp Vl Alphadex Com Shs (FTA) | 0.1 | $176k | +62% | 3.8k | 46.57 | |
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $176k | +86% | 3.2k | 55.02 | |
| Stonecastle Finl (BANX) | 0.1 | $168k | -3% | 8.6k | 19.45 | |
| Oneok (OKE) | 0.1 | $166k | -55% | 6.4k | 25.98 | |
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $164k | +11% | 1.0k | 157.24 | |
| Ishares Tr Ibonds Dec23 Etf (IBDO) | 0.1 | $160k | +7% | 6.1k | 26.27 | |
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $157k | +30% | 6.0k | 26.26 | |
| Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.1 | $157k | +30% | 5.9k | 26.66 | |
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $157k | +30% | 6.0k | 26.37 | |
| Ishares Tr Ibonds 28 Trm Ts (IBTI) | 0.1 | $157k | +30% | 5.9k | 26.58 | |
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $156k | +7% | 5.3k | 29.16 | |
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $155k | +7% | 5.7k | 27.12 | |
| Equitrans Midstream Corp (ETRN) | 0.1 | $152k | -7% | 18k | 8.46 | |
| Tesla Motors (TSLA) | 0.1 | $151k | +270% | 352.00 | 428.98 | |
| Nuveen Mtg opportunity term (JLS) | 0.1 | $149k | -63% | 7.9k | 18.97 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $140k | +18% | 5.2k | 26.87 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $136k | +17% | 5.0k | 27.07 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $136k | +30% | 724.00 | 187.85 | |
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $134k | +18% | 5.1k | 26.39 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $132k | -3% | 2.1k | 64.23 | |
| First Tr Exch Trd Alphdx Europe Alphadex (FEP) | 0.1 | $127k | +7% | 3.8k | 33.32 | |
| Ishares Tr Ibonds Dec20 Etf (IBDL) | 0.1 | $126k | +18% | 5.0k | 25.29 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.1 | $124k | -2% | 916.00 | 135.37 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $121k | +58% | 1.3k | 96.49 | |
| Nuveen Cr Strategies Income Com Shs (JQC) | 0.1 | $121k | -6% | 21k | 5.91 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $120k | -3% | 400.00 | 300.00 | |
| Parsons Corporation (PSN) | 0.1 | $117k | 3.5k | 33.43 | ||
| Newmont Mining Corporation (NEM) | 0.1 | $117k | NEW | 1.8k | 63.28 | |
| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.1 | $116k | +161% | 2.5k | 47.17 | |
| Invesco Van Kampen Dyn Cr Opp Fund (VTA) | 0.1 | $116k | -4% | 13k | 9.24 | |
| Pimco Dynamic Income SHS (PDI) | 0.1 | $113k | 4.5k | 25.34 | ||
| Starbucks Corporation (SBUX) | 0.1 | $105k | +178% | 1.2k | 86.28 | |
| Square Cl A (SQ) | 0.1 | $104k | -29% | 637.00 | 163.27 | |
| Abbott Laboratories (ABT) | 0.1 | $102k | +197% | 935.00 | 109.09 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $101k | 1.9k | 52.88 | ||
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $100k | +7% | 3.2k | 31.55 | |
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $99k | 1.9k | 51.70 | ||
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $99k | +15% | 4.6k | 21.55 | |
| Nike CL B (NKE) | 0.1 | $97k | +202% | 775.00 | 125.16 | |
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $96k | +17% | 5.2k | 18.53 | |
| Ishares Msci Taiwan Etf (EWT) | 0.1 | $93k | +2% | 2.1k | 45.08 | |
| Invitae (NVTA) | 0.1 | $91k | -5% | 2.1k | 43.54 | |
| First Tr Exchange Traded Tech Alphadex (FXL) | 0.1 | $89k | -36% | 980.00 | 90.82 | |
| Dow (DOW) | 0.1 | $85k | 1.8k | 47.22 | ||
| Roku Com Cl A (ROKU) | 0.1 | $84k | +47% | 447.00 | 187.92 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $83k | 247.00 | 336.03 | ||
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.1 | $82k | +7% | 2.5k | 32.83 | |
| Public Service Enterprise (PEG) | 0.1 | $81k | +165% | 1.5k | 54.77 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $80k | 350.00 | 228.57 | ||
| Eli Lilly & Co. (LLY) | 0.1 | $78k | +665% | 528.00 | 147.73 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $78k | 1.9k | 41.05 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $76k | -2% | 882.00 | 86.17 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 0.1 | $75k | NEW | 1.4k | 52.30 | |
| First Tr Morningstar Divid L SHS (FDL) | 0.1 | $75k | +10% | 2.9k | 26.21 | |
| Vaneck Vectors Etf Tr Short Muni Etf (SMB) | 0.1 | $73k | 4.1k | 18.00 | ||
| Ishares Msci Brazil Etf (EWZ) | 0.1 | $73k | 2.6k | 27.63 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $73k | 50.00 | 1460.00 | ||
| Pimco Dynamic Cr Income Com Shs (PCI) | 0.1 | $72k | 3.6k | 19.97 | ||
| Lockheed Martin Corporation (LMT) | 0.1 | $72k | +168% | 188.00 | 382.98 | |
| First Tr Exchange Traded Hlth Care Alph (FXH) | 0.1 | $72k | -5% | 760.00 | 94.74 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $72k | -2% | 1.2k | 59.65 | |
| First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $68k | +2% | 1.6k | 42.74 | |
| Ishares Tr Glb Infrastr Etf (IGF) | 0.1 | $66k | -2% | 1.7k | 38.82 | |
| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $65k | +6% | 778.00 | 83.55 | |
| Simon Property (SPG) | 0.1 | $65k | 1.0k | 65.00 | ||
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.1 | $65k | 2.5k | 26.00 | ||
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.1 | $65k | 1.8k | 35.54 | ||
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $61k | NEW | 523.00 | 116.63 | |
| First Tr Exch Trd Alphdx Mid Cp Gr Alph (FNY) | 0.1 | $61k | +17% | 1.1k | 53.18 | |
| Honeywell International (HON) | 0.0 | $60k | +670% | 362.00 | 165.75 | |
| CenterPoint Energy (CNP) | 0.0 | $60k | 3.1k | 19.35 | ||
| Abbvie (ABBV) | 0.0 | $59k | 672.00 | 87.80 | ||
| First Tr Exchange Traded Materials Alph (FXZ) | 0.0 | $58k | NEW | 1.5k | 37.83 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $57k | 318.00 | 179.25 | ||
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $57k | +4% | 264.00 | 215.91 | |
| Unilever Spon Adr New (UL) | 0.0 | $57k | +589% | 917.00 | 62.16 | |
| Oge Energy Corp (OGE) | 0.0 | $57k | +697% | 1.9k | 30.03 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $55k | +625% | 174.00 | 316.09 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $55k | -3% | 525.00 | 104.76 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $55k | -3% | 864.00 | 63.66 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 0.0 | $54k | -2% | 445.00 | 121.35 | |
| Te Connectivity Reg Shs (TEL) | 0.0 | $54k | +623% | 557.00 | 96.95 | |
| Altria (MO) | 0.0 | $54k | 1.4k | 38.68 | ||
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $53k | -10% | 526.00 | 100.76 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $52k | 500.00 | 104.00 | ||
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $52k | +6% | 1.2k | 43.77 | |
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.0 | $51k | -3% | 756.00 | 67.46 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $49k | +17% | 483.00 | 101.45 | |
| Spdr Ser Tr Bloomberg Brclys (JNK) | 0.0 | $49k | +5% | 473.00 | 103.59 | |
| First Tr Exchange Traded Intl Equity Opp (FPXI) | 0.0 | $49k | NEW | 867.00 | 56.52 | |
| Lowe's Companies (LOW) | 0.0 | $48k | 292.00 | 164.38 | ||
| Brookfield Property Partrs L Unit Ltd Partn (BPY) | 0.0 | $48k | 4.0k | 12.00 | ||
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $48k | +18% | 433.00 | 110.85 | |
| PPG Industries (PPG) | 0.0 | $48k | +616% | 394.00 | 121.83 | |
| First Tr Exchange Traded Energy Alphadx (FXN) | 0.0 | $48k | NEW | 8.6k | 5.56 | |
| American Express Company (AXP) | 0.0 | $46k | +1900% | 460.00 | 100.00 | |
| Hubbell (HUBB) | 0.0 | $45k | NEW | 332.00 | 135.54 | |
| Spdr Ser Tr Hlth Cr Equip (XHE) | 0.0 | $45k | -3% | 462.00 | 97.40 | |
| Motorola Solutions Com New (MSI) | 0.0 | $45k | NEW | 290.00 | 155.17 | |
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.0 | $44k | -3% | 578.00 | 76.12 | |
| Proto Labs (PRLB) | 0.0 | $44k | +5% | 342.00 | 128.66 | |
| Procter & Gamble Company (PG) | 0.0 | $44k | -5% | 314.00 | 140.13 | |
| 2u (TWOU) | 0.0 | $44k | +11% | 1.3k | 34.19 | |
| Bank of America Corporation (BAC) | 0.0 | $42k | NEW | 1.7k | 24.05 | |
| Putnam Managed Municipal Income Trust (PMM) | 0.0 | $41k | 5.4k | 7.59 | ||
| Slack Technologies Com Cl A (WORK) | 0.0 | $41k | NEW | 1.5k | 26.68 | |
| Tree (TREE) | 0.0 | $40k | +21% | 131.00 | 305.34 | |
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $39k | 244.00 | 159.84 | ||
| Intellia Therapeutics (NTLA) | 0.0 | $38k | +4% | 1.9k | 20.06 | |
| Ishares Tr Mbs Etf (MBB) | 0.0 | $38k | -98% | 343.00 | 110.79 | |
| Schwab Strategic Tr Intrm Trm Tres (SCHR) | 0.0 | $38k | +11% | 651.00 | 58.37 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $37k | 670.00 | 55.22 | ||
| Teladoc (TDOC) | 0.0 | $36k | +415% | 165.00 | 218.18 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $36k | +3% | 508.00 | 70.87 | |
| Pure Storage Cl A (PSTG) | 0.0 | $35k | +159% | 2.3k | 15.31 | |
| Pinterest Cl A (PINS) | 0.0 | $35k | 842.00 | 41.57 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $34k | 1.1k | 30.38 | ||
| Eversource Energy (ES) | 0.0 | $34k | 408.00 | 83.33 | ||
| 3M Company (MMM) | 0.0 | $33k | -33% | 205.00 | 160.98 | |
| Seres Therapeutics (MCRB) | 0.0 | $33k | -11% | 1.2k | 27.99 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $32k | +29% | 896.00 | 35.71 | |
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.0 | $31k | NEW | 947.00 | 32.73 | |
| Illumina (ILMN) | 0.0 | $31k | -32% | 100.00 | 310.00 | |
| Morgan Stanley Com New (MS) | 0.0 | $29k | 600.00 | 48.33 | ||
| Editas Medicine (EDIT) | 0.0 | $29k | +12% | 1.0k | 28.38 | |
| stock (SPLK) | 0.0 | $28k | -5% | 151.00 | 185.43 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $28k | +142% | 114.00 | 245.61 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $28k | +18% | 484.00 | 57.85 | |
| Pfizer (PFE) | 0.0 | $27k | -94% | 731.00 | 36.94 | |
| Visa Com Cl A (V) | 0.0 | $27k | 134.00 | 201.49 | ||
| Ishares Tr New Zealand Etf (ENZL) | 0.0 | $27k | -2% | 465.00 | 58.06 | |
| First Tr Exchng Traded Fd Vi Alt Abslt Strg (FAAR) | 0.0 | $26k | +57% | 987.00 | 26.34 | |
| Norfolk Southern (NSC) | 0.0 | $26k | NEW | 122.00 | 213.11 | |
| Nuveen Select Tax Free Incom Sh Ben Int (NXQ) | 0.0 | $25k | 1.7k | 14.71 | ||
| Applied Materials (AMAT) | 0.0 | $25k | NEW | 415.00 | 60.24 | |
| Bristol Myers Squibb (BMY) | 0.0 | $25k | +2% | 414.00 | 60.39 | |
| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.0 | $25k | -57% | 506.00 | 49.41 | |
| Analog Devices (ADI) | 0.0 | $25k | NEW | 216.00 | 115.74 | |
| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.0 | $25k | -50% | 599.00 | 41.74 | |
| First Tr Stoxx European Sele Common Shs (FDD) | 0.0 | $24k | -21% | 2.4k | 10.06 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $24k | NEW | 335.00 | 71.64 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.0 | $24k | +20% | 1.3k | 18.79 | |
| BlackRock (BLK) | 0.0 | $23k | +5% | 40.00 | 575.00 | |
| Stratasys SHS (SSYS) | 0.0 | $22k | +4% | 1.8k | 12.47 | |
| First Tr Exchange-traded Buywrit Incm Etf (FTHI) | 0.0 | $22k | -24% | 1.1k | 19.49 | |
| Doubleline Income Solutions (DSL) | 0.0 | $22k | 1.4k | 16.00 | ||
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $22k | +317% | 367.00 | 59.95 | |
| Pagerduty (PD) | 0.0 | $21k | +49% | 780.00 | 26.92 | |
| Waste Management (WM) | 0.0 | $21k | +2% | 184.00 | 114.13 | |
| First Tr Exchange-traded Mngd Futrs Strgy (FMF) | 0.0 | $21k | +64% | 484.00 | 43.39 | |
| Western Asset Intm Muni Fd I (SBI) | 0.0 | $21k | 2.3k | 9.18 | ||
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $20k | NEW | 246.00 | 81.30 | |
| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.0 | $19k | -67% | 219.00 | 86.76 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $19k | -24% | 166.00 | 114.46 | |
| Zscaler Incorporated (ZS) | 0.0 | $18k | 131.00 | 137.40 | ||
| Twilio Cl A (TWLO) | 0.0 | $18k | NEW | 72.00 | 250.00 | |
| First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB) | 0.0 | $18k | +111% | 513.00 | 35.09 | |
| Nanostring Technologies (NSTG) | 0.0 | $17k | -12% | 376.00 | 45.21 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $17k | 200.00 | 85.00 | ||
| First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) | 0.0 | $16k | 556.00 | 28.78 | ||
| First Tr Exchange-traded Ft Strg Incm Etf (FDIV) | 0.0 | $16k | 350.00 | 45.71 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $16k | 300.00 | 53.33 | ||
| Mfs Mun Income Tr Sh Ben Int (MFM) | 0.0 | $15k | 2.3k | 6.52 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $14k | -99% | 273.00 | 51.28 | |
| Cellectis S A Spon Ads (CLLS) | 0.0 | $14k | 738.00 | 18.97 | ||
| Teradyne (TER) | 0.0 | $14k | -25% | 179.00 | 78.21 | |
| American Electric Power Company (AEP) | 0.0 | $14k | 175.00 | 80.00 | ||
| Huya Ads Rep Shs A (HUYA) | 0.0 | $13k | NEW | 550.00 | 23.64 | |
| MercadoLibre (MELI) | 0.0 | $13k | 12.00 | 1083.33 | ||
| Sea Sponsord Ads (SE) | 0.0 | $13k | NEW | 84.00 | 154.76 | |
| Iridium Communications (IRDM) | 0.0 | $12k | +31% | 453.00 | 26.49 | |
| Qts Rlty Tr Com Cl A (QTS) | 0.0 | $12k | +2% | 183.00 | 65.57 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $12k | +12% | 459.00 | 26.14 | |
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $11k | -22% | 137.00 | 80.29 | |
| Chevron Corporation (CVX) | 0.0 | $10k | -26% | 135.00 | 74.07 | |
| First Tr Sml Cp Core Alpha F Com Shs (FYX) | 0.0 | $10k | -21% | 176.00 | 56.82 | |
| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $10k | 575.00 | 17.39 | ||
| ConocoPhillips (COP) | 0.0 | $10k | 300.00 | 33.33 | ||
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $10k | -66% | 750.00 | 13.33 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $10k | 1.9k | 5.18 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $9.0k | 160.00 | 56.25 | ||
| Ishares Tr Ibonds Dec (IBMM) | 0.0 | $8.0k | +114% | 283.00 | 28.27 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.0 | $8.0k | +114% | 281.00 | 28.47 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $8.0k | 100.00 | 80.00 | ||
| Constellation Brands Cl A (STZ) | 0.0 | $8.0k | 40.00 | 200.00 | ||
| Lululemon Athletica (LULU) | 0.0 | $8.0k | -28% | 25.00 | 320.00 | |
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.0 | $8.0k | -35% | 177.00 | 45.20 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.0 | $8.0k | +115% | 286.00 | 27.97 | |
| First Tr Exchange Traded Dow 30 Eql Wgt (EDOW) | 0.0 | $8.0k | -14% | 327.00 | 24.46 | |
| Proshares Tr Short S&p 500 Ne (SH) | 0.0 | $7.0k | 325.00 | 21.54 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $7.0k | 81.00 | 86.42 | ||
| Disney Walt Com Disney (DIS) | 0.0 | $7.0k | -58% | 58.00 | 120.69 | |
| BP Sponsored Adr (BP) | 0.0 | $7.0k | 400.00 | 17.50 | ||
| Philip Morris International (PM) | 0.0 | $7.0k | 100.00 | 70.00 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $7.0k | -14% | 23.00 | 304.35 | |
| Griffin Land & Nurseries (GRIF) | 0.0 | $6.0k | NEW | 118.00 | 50.85 | |
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $6.0k | NEW | 214.00 | 28.04 | |
| Baxter International (BAX) | 0.0 | $6.0k | 70.00 | 85.71 | ||
| Steel Dynamics (STLD) | 0.0 | $6.0k | 200.00 | 30.00 | ||
| Enbridge (ENB) | 0.0 | $6.0k | 198.00 | 30.30 | ||
| Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $5.0k | -45% | 451.00 | 11.09 | |
| Ishares Msci Cda Etf (EWC) | 0.0 | $5.0k | 192.00 | 26.04 | ||
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.0 | $5.0k | -8% | 156.00 | 32.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $5.0k | -5% | 16.00 | 312.50 | |
| Ishares Msci Germany Etf (EWG) | 0.0 | $5.0k | 183.00 | 27.32 | ||
| First Tr Exchange-traded Nasdaq Bk Etf (FTXO) | 0.0 | $5.0k | -42% | 315.00 | 15.87 | |
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.0 | $5.0k | +6% | 275.00 | 18.18 | |
| Ishares Msci France Etf (EWQ) | 0.0 | $5.0k | +2% | 188.00 | 26.60 | |
| Nuveen Select Mat Mun Sh Ben Int (NIM) | 0.0 | $4.0k | 381.00 | 10.50 | ||
| Intel Corporation (INTC) | 0.0 | $4.0k | -79% | 83.00 | 48.19 | |
| Netflix (NFLX) | 0.0 | $4.0k | NEW | 7.00 | 571.43 | |
| Amgen (AMGN) | 0.0 | $4.0k | 18.00 | 222.22 | ||
| Cdk Global Inc equities (CDK) | 0.0 | $4.0k | 86.00 | 46.51 | ||
| Iron Mountain (IRM) | 0.0 | $3.0k | +2% | 116.00 | 25.86 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $3.0k | -46% | 73.00 | 41.10 | |
| Ford Motor Company (F) | 0.0 | $3.0k | 500.00 | 6.00 | ||
| Phillips 66 (PSX) | 0.0 | $3.0k | -63% | 50.00 | 60.00 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $3.0k | 112.00 | 26.79 | ||
| Wynn Resorts (WYNN) | 0.0 | $2.0k | 21.00 | 95.24 | ||
| Marathon Oil Corporation (MRO) | 0.0 | $999.990000 | 300.00 | 3.33 | ||
| Enzo Biochem (ENZ) | 0.0 | $999.990000 | 300.00 | 3.33 | ||
| General Dynamics Corporation (GD) | 0.0 | $0 | 2.00 | 0.00 | ||
Past Filings by Benjamin Edwards
SEC 13F filings are viewable for Benjamin Edwards going back to 2019
- Benjamin Edwards 2020 Q3 filed Nov. 16, 2020
- Benjamin Edwards 2020 Q2 filed Aug. 14, 2020
- Benjamin Edwards 2020 Q1 filed May 7, 2020
- Benjamin Edwards 2019 Q4 filed Feb. 6, 2020
- Benjamin Edwards 2019 Q3 filed Nov. 5, 2019
- Benjamin Edwards 2019 Q2 filed Aug. 8, 2019
- Benjamin Edwards 2019 Q1 filed May 15, 2019