Benjamin Edwards
Latest statistics and disclosures from Benjamin Edwards's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, XMHQ, SPMB, IUSV, and represent 8.52% of Benjamin Edwards's stock portfolio.
- Added to shares of these 10 stocks: TLH (+$36M), PG (+$34M), SPYV (+$33M), SHLD (+$24M), SPY (+$24M), IBDV (+$23M), SPYG (+$23M), TBIL (+$20M), SLYV (+$14M), IBTJ (+$14M).
- Started 72 new stock positions in EPAC, THRO, PI, QID, MBS, IBD, QINT, VGK, MFSI, VIPS.
- Reduced shares in these 10 stocks: , BLK (-$32M), GLDM (-$24M), IBDU (-$20M), IGSB (-$20M), NVDA (-$17M), ITA (-$14M), IBTI (-$13M), MDYG (-$13M), FTCS (-$13M).
- Sold out of its positions in SIVR, AIG, AME, CARY, TEAM, BWXT, BCPC, BAX, BAM, AI.
- Benjamin Edwards was a net buyer of stock by $208M.
- Benjamin Edwards has $7.1B in assets under management (AUM), dropping by 2.12%.
- Central Index Key (CIK): 0001451623
Tip: Access up to 7 years of quarterly data
Positions held by Benjamin Edwards consolidated in one spreadsheet with up to 7 years of data
Download as csv

Portfolio Holdings for Benjamin Edwards
Benjamin Edwards holds 1075 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Benjamin Edwards has 1075 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Benjamin Edwards March 31, 2025 positions
- Download the Benjamin Edwards March 2025 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 2.6 | $185M | 831k | 222.13 |
|
|
Microsoft Corporation (MSFT) | 1.6 | $113M | -5% | 300k | 375.40 |
|
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.6 | $111M | +2% | 1.2M | 91.53 |
|
Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 1.5 | $110M | +14% | 5.0M | 22.05 |
|
Ishares Tr Core S&p Us Vlu (IUSV) | 1.3 | $90M | +10% | 972k | 92.29 |
|
Home Depot (HD) | 1.2 | $85M | +9% | 233k | 366.51 |
|
Ishares Tr Bb Rat Corp Bd (HYBB) | 1.2 | $84M | +2% | 1.8M | 46.21 |
|
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 1.1 | $82M | -13% | 1.0M | 79.46 |
|
Ishares Tr Core S&p Us Gwt (IUSG) | 1.1 | $80M | 629k | 127.08 |
|
|
Abbvie (ABBV) | 1.1 | $77M | +4% | 366k | 209.52 |
|
McDonald's Corporation (MCD) | 1.0 | $72M | +10% | 229k | 312.40 |
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.0 | $71M | -14% | 3.6M | 19.78 |
|
Automatic Data Processing (ADP) | 1.0 | $70M | +12% | 229k | 305.54 |
|
Exxon Mobil Corporation (XOM) | 0.9 | $68M | +13% | 570k | 118.93 |
|
Wal-Mart Stores (WMT) | 0.9 | $67M | 765k | 87.79 |
|
|
Wec Energy Group (WEC) | 0.9 | $66M | +5% | 610k | 108.98 |
|
Costco Wholesale Corporation (COST) | 0.9 | $66M | -3% | 70k | 945.81 |
|
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.9 | $66M | +103% | 1.3M | 51.07 |
|
Republic Services (RSG) | 0.9 | $65M | +17% | 267k | 242.16 |
|
Watsco, Incorporated (WSO) | 0.9 | $64M | +15% | 126k | 508.40 |
|
Procter & Gamble Company (PG) | 0.9 | $62M | +120% | 364k | 170.43 |
|
World Gold Tr Spdr Gld Minis (GLDM) | 0.9 | $62M | -27% | 997k | 61.89 |
|
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.8 | $61M | +61% | 754k | 80.37 |
|
Snap-on Incorporated (SNA) | 0.8 | $61M | +12% | 179k | 337.06 |
|
Mastercard Incorporated Cl A (MA) | 0.8 | $60M | +6% | 110k | 548.17 |
|
Stryker Corporation (SYK) | 0.8 | $60M | +12% | 160k | 372.27 |
|
Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $58M | 706k | 81.76 |
|
|
Verizon Communications (VZ) | 0.8 | $56M | +13% | 1.2M | 45.36 |
|
Metropcs Communications (TMUS) | 0.8 | $56M | +24% | 211k | 266.72 |
|
Casey's General Stores (CASY) | 0.8 | $56M | +14% | 129k | 434.12 |
|
Tractor Supply Company (TSCO) | 0.8 | $56M | +16% | 1.0M | 55.10 |
|
Atmos Energy Corporation (ATO) | 0.7 | $54M | +17% | 346k | 154.59 |
|
Spdr Ser Tr Portfli High Yld (SPHY) | 0.7 | $53M | +13% | 2.2M | 23.42 |
|
Qualcomm (QCOM) | 0.7 | $50M | +8% | 324k | 153.61 |
|
American Water Works (AWK) | 0.7 | $49M | +12% | 331k | 147.53 |
|
Fastenal Company (FAST) | 0.7 | $49M | +15% | 630k | 77.55 |
|
S&p Global (SPGI) | 0.7 | $49M | +14% | 96k | 508.19 |
|
Amphenol Corp Cl A (APH) | 0.7 | $49M | +14% | 740k | 65.59 |
|
Sherwin-Williams Company (SHW) | 0.7 | $48M | +12% | 139k | 349.23 |
|
Illinois Tool Works (ITW) | 0.7 | $48M | +2% | 193k | 248.03 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $48M | 153k | 312.07 |
|
|
Texas Instruments Incorporated (TXN) | 0.7 | $47M | +14% | 262k | 179.70 |
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $46M | 579k | 78.94 |
|
|
Mccormick & Co Com Non Vtg (MKC) | 0.6 | $45M | +18% | 548k | 82.31 |
|
NVIDIA Corporation (NVDA) | 0.6 | $44M | -28% | 405k | 108.38 |
|
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.6 | $44M | 567k | 77.05 |
|
|
EOG Resources (EOG) | 0.6 | $44M | +10% | 339k | 128.24 |
|
Abbott Laboratories (ABT) | 0.6 | $43M | -6% | 326k | 132.65 |
|
Corteva (CTVA) | 0.6 | $42M | +23% | 672k | 62.93 |
|
Broadridge Financial Solutions (BR) | 0.6 | $42M | +16% | 174k | 242.50 |
|
Arthur J. Gallagher & Co. (AJG) | 0.6 | $42M | +18% | 122k | 345.24 |
|
Broadcom (AVGO) | 0.6 | $42M | -11% | 250k | 167.44 |
|
Cintas Corporation (CTAS) | 0.6 | $41M | +15% | 198k | 205.53 |
|
Merck & Co (MRK) | 0.6 | $40M | +13% | 445k | 89.76 |
|
Amazon (AMZN) | 0.6 | $40M | -15% | 209k | 190.26 |
|
Intuit (INTU) | 0.6 | $40M | +16% | 65k | 614.18 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $39M | +148% | 71k | 559.39 |
|
Motorola Solutions Com New (MSI) | 0.6 | $39M | +20% | 90k | 437.89 |
|
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ) | 0.5 | $39M | +17% | 980k | 39.52 |
|
Zoetis Cl A (ZTS) | 0.5 | $38M | +46% | 231k | 164.67 |
|
Nasdaq Omx (NDAQ) | 0.5 | $36M | +16% | 471k | 75.86 |
|
Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.5 | $36M | +13414% | 345k | 103.75 |
|
RBB Us Treas 3 Mnth (TBIL) | 0.5 | $35M | +138% | 699k | 50.01 |
|
Mondelez Intl Cl A (MDLZ) | 0.5 | $34M | +19% | 502k | 67.85 |
|
Schwab Strategic Tr Us Reit Etf (SCHH) | 0.5 | $32M | +69% | 1.5M | 21.51 |
|
JPMorgan Chase & Co. (JPM) | 0.4 | $31M | -14% | 126k | 245.31 |
|
Steris Shs Usd (STE) | 0.4 | $31M | +17% | 135k | 226.67 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $31M | 520k | 58.69 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $31M | +2% | 600k | 50.83 |
|
Equinix (EQIX) | 0.4 | $30M | +18% | 36k | 815.76 |
|
Meta Platforms Cl A (META) | 0.4 | $29M | +3% | 51k | 576.41 |
|
Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.4 | $29M | +13% | 180k | 160.54 |
|
Air Products & Chemicals (APD) | 0.4 | $28M | +2% | 95k | 294.92 |
|
Ishares Tr Ibonds Dec 2030 (IBDV) | 0.4 | $28M | +470% | 1.3M | 21.72 |
|
Jack Henry & Associates (JKHY) | 0.4 | $28M | +16% | 151k | 182.62 |
|
Visa Com Cl A (V) | 0.4 | $27M | 78k | 350.52 |
|
|
Becton, Dickinson and (BDX) | 0.4 | $27M | +14% | 119k | 229.09 |
|
Global X Fds Global X Uranium (URA) | 0.4 | $27M | +23% | 1.2M | 22.92 |
|
Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $27M | +16% | 748k | 35.64 |
|
International Business Machines (IBM) | 0.4 | $26M | +6% | 103k | 248.70 |
|
Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $26M | -3% | 46k | 561.89 |
|
Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.3 | $25M | +14% | 101k | 244.64 |
|
UnitedHealth (UNH) | 0.3 | $25M | 47k | 523.84 |
|
|
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $25M | +4% | 323k | 75.91 |
|
Oneok (OKE) | 0.3 | $24M | +8% | 246k | 99.23 |
|
Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.3 | $24M | -33% | 337k | 71.63 |
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $24M | +2% | 51k | 468.92 |
|
Global X Fds Defense Tech Etf (SHLD) | 0.3 | $24M | NEW | 507k | 46.55 |
|
Medtronic SHS (MDT) | 0.3 | $23M | +6% | 255k | 89.86 |
|
Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $22M | -12% | 143k | 154.65 |
|
Pool Corporation (POOL) | 0.3 | $22M | +19% | 69k | 318.37 |
|
Nextera Energy (NEE) | 0.3 | $22M | +8% | 308k | 70.90 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $22M | -34% | 263k | 83.00 |
|
Chevron Corporation (CVX) | 0.3 | $22M | -11% | 129k | 167.34 |
|
First Tr Value Line Divid In SHS (FVD) | 0.3 | $21M | -4% | 478k | 44.59 |
|
Johnson & Johnson (JNJ) | 0.3 | $21M | 124k | 165.89 |
|
|
United Parcel Service CL B (UPS) | 0.3 | $20M | +18% | 179k | 110.00 |
|
Gilead Sciences (GILD) | 0.3 | $20M | 175k | 112.05 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $19M | -2% | 122k | 156.30 |
|
First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.3 | $19M | 326k | 58.54 |
|
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $19M | +35% | 92k | 206.48 |
|
Analog Devices (ADI) | 0.3 | $19M | -2% | 94k | 201.69 |
|
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $19M | -15% | 673k | 27.57 |
|
Amplify Etf Tr Amplify Cybersec (HACK) | 0.3 | $18M | +104% | 256k | 71.80 |
|
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $18M | +10% | 246k | 73.45 |
|
First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $18M | -5% | 80k | 222.15 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $17M | 62k | 274.84 |
|
|
Hershey Company (HSY) | 0.2 | $17M | +8% | 99k | 171.08 |
|
Amgen (AMGN) | 0.2 | $17M | 54k | 311.61 |
|
|
Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $17M | +568% | 213k | 78.40 |
|
Mid-America Apartment (MAA) | 0.2 | $16M | +13% | 98k | 167.60 |
|
Paychex (PAYX) | 0.2 | $16M | -2% | 106k | 154.29 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $16M | +3% | 62k | 258.62 |
|
Lowe's Companies (LOW) | 0.2 | $16M | 67k | 233.23 |
|
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $16M | -15% | 29k | 532.57 |
|
Pepsi (PEP) | 0.2 | $15M | -10% | 103k | 149.97 |
|
Principal Exchange Traded Spectrum Pfd (PREF) | 0.2 | $15M | +2% | 788k | 18.70 |
|
Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $15M | +11% | 607k | 24.21 |
|
Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $15M | +11% | 99k | 146.61 |
|
Ishares Tr Ibonds 29 Trm Ts (IBTJ) | 0.2 | $14M | +2950% | 659k | 21.77 |
|
Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $14M | +13% | 592k | 24.18 |
|
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.2 | $14M | +3% | 583k | 24.24 |
|
Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $14M | +10% | 119k | 118.14 |
|
Southern Company (SO) | 0.2 | $14M | -3% | 150k | 91.95 |
|
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.2 | $14M | +9% | 484k | 28.33 |
|
salesforce (CRM) | 0.2 | $14M | +9% | 51k | 268.45 |
|
Chubb (CB) | 0.2 | $13M | -6% | 44k | 302.10 |
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $13M | -2% | 72k | 186.29 |
|
Oracle Corporation (ORCL) | 0.2 | $13M | +2% | 94k | 139.83 |
|
Realty Income (O) | 0.2 | $13M | +10% | 227k | 58.01 |
|
First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.2 | $13M | 74k | 173.56 |
|
|
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $13M | -2% | 197k | 64.20 |
|
Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $13M | +59% | 475k | 26.20 |
|
Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $12M | -4% | 49k | 251.77 |
|
Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $12M | +18% | 369k | 33.40 |
|
Eli Lilly & Co. (LLY) | 0.2 | $12M | -2% | 15k | 826.00 |
|
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.2 | $12M | +4% | 241k | 49.73 |
|
Linde SHS (LIN) | 0.2 | $12M | -5% | 26k | 466.00 |
|
First Tr Exchange Traded Indls Prod Dur (FXR) | 0.2 | $12M | -6% | 170k | 69.64 |
|
Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.2 | $12M | +16% | 342k | 34.25 |
|
Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $12M | +4% | 463k | 25.15 |
|
Kimberly-Clark Corporation (KMB) | 0.2 | $12M | 81k | 142.22 |
|
|
Lam Research Corp Com New (LRCX) | 0.2 | $11M | +16% | 157k | 72.70 |
|
Starbucks Corporation (SBUX) | 0.2 | $11M | 115k | 98.11 |
|
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $11M | +245% | 123k | 91.73 |
|
Caterpillar (CAT) | 0.2 | $11M | 34k | 329.88 |
|
|
Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.2 | $11M | NEW | 165k | 65.76 |
|
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $11M | 63k | 173.23 |
|
|
General Dynamics Corporation (GD) | 0.2 | $11M | -8% | 40k | 272.63 |
|
Netflix (NFLX) | 0.2 | $11M | +2% | 12k | 934.64 |
|
Brown & Brown (BRO) | 0.2 | $11M | -6% | 87k | 124.40 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $11M | +305% | 117k | 91.03 |
|
Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $11M | +6% | 414k | 25.26 |
|
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.1 | $10M | +15% | 381k | 27.30 |
|
Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.1 | $10M | -7% | 255k | 40.77 |
|
Palantir Technologies Cl A (PLTR) | 0.1 | $10M | -49% | 123k | 84.40 |
|
TJX Companies (TJX) | 0.1 | $10M | -28% | 84k | 121.81 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $10M | 46k | 221.75 |
|
|
Kinder Morgan (KMI) | 0.1 | $10M | -15% | 356k | 28.53 |
|
Select Sector Spdr Tr Financial (XLF) | 0.1 | $10M | +26% | 203k | 49.81 |
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $10M | +19% | 35k | 288.14 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $10M | +4% | 222k | 45.26 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $9.9M | +5% | 355k | 27.96 |
|
Cummins (CMI) | 0.1 | $9.7M | -10% | 31k | 313.44 |
|
First Tr Exchange Traded Utilities Alph (FXU) | 0.1 | $9.6M | +1174% | 235k | 41.01 |
|
Capital Group Dividend Growe Shs Etf (CGDG) | 0.1 | $9.6M | +61% | 310k | 30.90 |
|
Progressive Corporation (PGR) | 0.1 | $9.4M | -15% | 33k | 283.04 |
|
Colgate-Palmolive Company (CL) | 0.1 | $9.4M | -5% | 100k | 93.70 |
|
Vanguard Index Fds Value Etf (VTV) | 0.1 | $9.4M | +11% | 54k | 172.74 |
|
W.R. Berkley Corporation (WRB) | 0.1 | $9.4M | -5% | 132k | 71.18 |
|
AFLAC Incorporated (AFL) | 0.1 | $9.2M | 83k | 111.19 |
|
|
Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $9.2M | -68% | 397k | 23.13 |
|
First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.1 | $9.1M | +15% | 124k | 73.61 |
|
Clorox Company (CLX) | 0.1 | $8.9M | -5% | 61k | 147.25 |
|
Tesla Motors (TSLA) | 0.1 | $8.7M | -22% | 33k | 259.16 |
|
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $8.6M | +3% | 87k | 98.92 |
|
Truist Financial Corp equities (TFC) | 0.1 | $8.6M | +5% | 209k | 41.15 |
|
Ecolab (ECL) | 0.1 | $8.6M | -5% | 34k | 253.52 |
|
First Tr Exchange Traded Finls Alphadex (FXO) | 0.1 | $8.6M | +9% | 162k | 53.00 |
|
Garmin SHS (GRMN) | 0.1 | $8.5M | -8% | 39k | 217.13 |
|
Main Street Capital Corporation (MAIN) | 0.1 | $8.4M | +2% | 149k | 56.56 |
|
First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.1 | $8.4M | +27% | 251k | 33.50 |
|
Raytheon Technologies Corp (RTX) | 0.1 | $8.4M | -26% | 63k | 132.48 |
|
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.1 | $8.3M | +29% | 199k | 41.47 |
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $8.1M | +9% | 16k | 513.93 |
|
Allstate Corporation (ALL) | 0.1 | $7.9M | 38k | 207.07 |
|
|
Select Sector Spdr Tr Communication (XLC) | 0.1 | $7.9M | +5% | 82k | 96.46 |
|
Deere & Company (DE) | 0.1 | $7.8M | -46% | 17k | 469.51 |
|
Cisco Systems (CSCO) | 0.1 | $7.8M | -3% | 127k | 61.71 |
|
American Express Company (AXP) | 0.1 | $7.8M | -26% | 29k | 269.21 |
|
Masco Corporation (MAS) | 0.1 | $7.6M | -6% | 110k | 69.54 |
|
Servicenow (NOW) | 0.1 | $7.6M | -5% | 9.5k | 796.14 |
|
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $7.6M | 74k | 102.18 |
|
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $7.6M | -15% | 73k | 104.57 |
|
Palo Alto Networks (PANW) | 0.1 | $7.5M | -30% | 44k | 170.80 |
|
Philip Morris International (PM) | 0.1 | $7.5M | +7% | 47k | 158.74 |
|
Regions Financial Corporation (RF) | 0.1 | $7.4M | +6% | 342k | 21.73 |
|
Expeditors International of Washington (EXPD) | 0.1 | $7.4M | 62k | 120.25 |
|
|
CBOE Holdings (CBOE) | 0.1 | $7.3M | -6% | 33k | 226.29 |
|
ResMed (RMD) | 0.1 | $7.3M | -8% | 32k | 223.85 |
|
Northern Trust Corporation (NTRS) | 0.1 | $7.2M | -6% | 73k | 98.65 |
|
T. Rowe Price (TROW) | 0.1 | $7.2M | -4% | 78k | 91.87 |
|
Spdr Ser Tr Bloomberg High Y (JNK) | 0.1 | $7.2M | +2% | 75k | 95.30 |
|
New Jersey Resources Corporation (NJR) | 0.1 | $7.1M | -6% | 145k | 49.06 |
|
Nike CL B (NKE) | 0.1 | $7.1M | -3% | 112k | 63.48 |
|
Bristol Myers Squibb (BMY) | 0.1 | $7.1M | 116k | 61.03 |
|
|
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $7.1M | +15% | 315k | 22.45 |
|
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $7.1M | -4% | 112k | 63.00 |
|
Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $7.0M | +16% | 283k | 24.86 |
|
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.1 | $7.0M | 124k | 56.47 |
|
|
D.R. Horton (DHI) | 0.1 | $6.9M | +14% | 54k | 127.13 |
|
First Tr Exchange-traded A Mid Cp Gr Alph (FNY) | 0.1 | $6.7M | +34% | 90k | 74.88 |
|
First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.1 | $6.7M | -65% | 75k | 89.69 |
|
Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $6.6M | 33k | 197.46 |
|
|
Gra (GGG) | 0.1 | $6.5M | -6% | 78k | 83.51 |
|
Digital Realty Trust (DLR) | 0.1 | $6.5M | +6% | 46k | 143.29 |
|
Best Buy (BBY) | 0.1 | $6.5M | +5% | 88k | 73.61 |
|
Donaldson Company (DCI) | 0.1 | $6.3M | -16% | 94k | 67.06 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $6.3M | 251k | 25.04 |
|
|
Us Bancorp Del Com New (USB) | 0.1 | $6.3M | 148k | 42.22 |
|
|
Williams Companies (WMB) | 0.1 | $6.2M | +8% | 103k | 59.77 |
|
Packaging Corporation of America (PKG) | 0.1 | $6.2M | -14% | 31k | 198.02 |
|
Coca-Cola Company (KO) | 0.1 | $6.1M | -4% | 85k | 71.62 |
|
First Trust Lrgcp Gwt Alphad Com Shs (FTC) | 0.1 | $6.1M | +7% | 46k | 131.40 |
|
FedEx Corporation (FDX) | 0.1 | $6.0M | +3% | 25k | 243.78 |
|
Ss&c Technologies Holding (SSNC) | 0.1 | $6.0M | +8% | 72k | 83.53 |
|
Waste Management (WM) | 0.1 | $6.0M | -21% | 26k | 231.61 |
|
First Tr Exchange-traded Core Investment (FTCB) | 0.1 | $6.0M | +118% | 286k | 20.99 |
|
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $6.0M | -14% | 118k | 50.71 |
|
Cadence Design Systems (CDNS) | 0.1 | $6.0M | +9% | 24k | 254.33 |
|
J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $6.0M | +20% | 104k | 57.14 |
|
Capital Group Core Balanced SHS (CGBL) | 0.1 | $5.8M | +33% | 189k | 30.98 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $5.8M | -18% | 12k | 497.68 |
|
First Tr Exchange-traded Wtr Etf (FIW) | 0.1 | $5.8M | +51% | 58k | 100.71 |
|
Comcast Corp Cl A (CMCSA) | 0.1 | $5.7M | 156k | 36.90 |
|
|
Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $5.7M | 100k | 57.61 |
|
|
Honeywell International (HON) | 0.1 | $5.7M | -10% | 27k | 211.75 |
|
Franklin Templeton Etf Tr Invt Grade Corpt (FLCO) | 0.1 | $5.7M | 266k | 21.42 |
|
|
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $5.6M | -28% | 71k | 78.85 |
|
AutoZone (AZO) | 0.1 | $5.6M | +11% | 1.5k | 3812.78 |
|
Duke Energy Corp Com New (DUK) | 0.1 | $5.6M | -34% | 46k | 121.96 |
|
Marsh & McLennan Companies (MMC) | 0.1 | $5.5M | 23k | 244.06 |
|
|
Ishares Tr Mbs Etf (MBB) | 0.1 | $5.4M | +99% | 58k | 93.78 |
|
Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $5.4M | +6% | 79k | 68.36 |
|
A. O. Smith Corporation (AOS) | 0.1 | $5.4M | +12% | 82k | 65.36 |
|
Union Pacific Corporation (UNP) | 0.1 | $5.3M | -17% | 23k | 236.24 |
|
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $5.3M | -27% | 180k | 29.69 |
|
Toro Company (TTC) | 0.1 | $5.3M | 73k | 72.75 |
|
|
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.1 | $5.3M | +2% | 111k | 47.60 |
|
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $5.3M | +2% | 75k | 70.42 |
|
Past Filings by Benjamin Edwards
SEC 13F filings are viewable for Benjamin Edwards going back to 2019
- Benjamin Edwards 2025 Q1 filed May 12, 2025
- Benjamin Edwards 2024 Q4 filed Feb. 14, 2025
- Benjamin Edwards 2024 Q3 filed Nov. 14, 2024
- Benjamin Edwards 2024 Q2 filed Aug. 12, 2024
- Benjamin Edwards 2024 Q1 filed April 29, 2024
- Benjamin Edwards 2023 Q4 filed Feb. 6, 2024
- Benjamin Edwards 2023 Q3 filed Nov. 13, 2023
- Benjamin Edwards 2023 Q2 filed Aug. 15, 2023
- Benjamin Edwards 2023 Q1 filed April 27, 2023
- Benjamin Edwards 2022 Q4 filed Feb. 7, 2023
- Benjamin Edwards 2022 Q3 filed Oct. 28, 2022
- Benjamin Edwards 2022 Q2 filed Aug. 12, 2022
- Benjamin Edwards 2022 Q1 filed May 4, 2022
- Benjamin Edwards 2021 Q4 filed Feb. 7, 2022
- Benjamin Edwards 2021 Q3 filed Nov. 2, 2021
- Benjamin Edwards 2021 Q2 filed Aug. 11, 2021