BE
| |
BENJAMIN EDWARDS INC13F | |
| BENJAMIN EDWARDS INC | |
| Last update 2025-05-12 | 1077 Stocks (73 new) |
| Value $7.16 Bil | Turnover 11 % |
BENJAMIN EDWARDS INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 831,258 | 184,647.4 | +1.86% | 2.580 | +0.05% | 0.010 | -10.05% | -19.51% | 3,003,295.9 | Hardware | |
MSFT | Microsoft Corp | 299,969 | 112,605.7 | -5.84% | 1.570 | -0.11% | 0.000 | +27.21% | +18.11% | 3,686,095.8 | Software | |
XMHQ | Invesco S&P MidCap Quality ETF | 1,212,974 | 111,023.5 | +2.37% | 1.550 | +0.04% | 2.370 | +5.60% | -0.03% | 5,038.2 | ||
SPMB |
SPDR Portfolio Mortgage Backed Bond ETF
SPDR Portfolio Mortgage Backed Bond ETF
| 4,997,010 | 110,184.1 | +14.40% | 1.540 | +0.19% | 1.870 | +0.78% | +2.23% | 6,130.9 | ||
IUSV | ISHARES TRUST | 972,091 | 89,714.3 | +10.30% | 1.250 | +0.12% | 0.440 | +1.98% | +2.63% | 20,760.1 | ||
HD | The Home Depot Inc | 232,969 | 85,381.0 | +9.48% | 1.190 | +0.10% | 0.020 | +2.29% | -4.01% | 366,869.7 | Retail - Cyclical | |
HYBB | iShares BB Rated Corporate Bond ETF | 1,821,330 | 84,163.7 | +2.69% | 1.180 | +0.03% | 40.930 | +1.30% | +1.87% | 208.5 | ||
MDYG | SPDR S&P 400 Mid Cap Growth ETF | 1,025,148 | 81,458.3 | -13.44% | 1.140 | -0.20% | 3.890 | +7.26% | +0.21% | 2,267.7 | ||
IUSG | ISHARES TRUST | 628,826 | 79,911.2 | +1.31% | 1.120 | +0.01% | 0.400 | +15.17% | +7.65% | 23,231.0 | ||
ABBV | AbbVie Inc | 366,187 | 76,723.6 | +4.00% | 1.070 | +0.04% | 0.020 | -9.24% | +4.52% | 322,032.9 | Drug Manufacturers |
BENJAMIN EDWARDS INC's Historical Top Holdings Breakdowns
BENJAMIN EDWARDS INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Sold Out Sold Out | -0.78% | 33.84 ($36.14) 37.77 | $40.38 | 11.73% | Sold Out | 0 | -1,595,808 | |
TLH |
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
| 2025-03-31 | Add Add | +0.50% | 97.25 ($101.36) 104.79 | $100.81 | -0.54% | Add 13414.2% | 344,612 | 342,062 | |
BLK | BlackRock Inc | 2025-03-31 | Reduce Reduce | -0.49% | 900.46 ($980.1) 1075.5 | $1,047.82 | 6.91% | Reduce -87.59% | 4,751 | -33,542 | |
PG | Procter & Gamble Co | 2025-03-31 | Add Add | +0.48% | 158.56 ($167.49) 176.26 | $159.86 | -4.56% | Add 120.67% | 364,378 | 199,258 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +0.47% | 49.78 ($51.86) 53.19 | $52.11 | 0.48% | Add 103.46% | 1,286,474 | 654,178 | |
SHLD | Global X Defense Tech ETF | 2025-03-31 | New Buy New Buy | +0.33% | 37.12 ($42.37) 48.7 | $59.18 | 39.67% | New holding | 506,839 | 506,839 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.33% | 551.42 ($587.78) 612.93 | $614.91 | 4.62% | Add 148.95% | 70,458 | 42,156 | |
IBDV |
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
| 2025-03-31 | Add Add | +0.32% | 21.11 ($21.49) 21.73 | $21.94 | 2.09% | Add 470.31% | 1,288,957 | 1,062,946 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.32% | 80.05 ($87.3) 92.39 | $94.79 | 8.58% | Add 61.11% | 754,366 | 286,141 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.30% | 106.98 ($126.74) 149.43 | $157.75 | 24.47% | Reduce -28.01% | 405,250 | -157,657 |
BENJAMIN EDWARDS INC Total Holding History ($B)
BENJAMIN EDWARDS INC's Asset Allocation
BENJAMIN EDWARDS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BENJAMIN EDWARDS INC's Hypothetical Growth since 2025-03-31
BENJAMIN EDWARDS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BENJAMIN EDWARDS INC's Holdings Heat Map
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BENJAMIN EDWARDS INC's Holdings Bubble Chart
BENJAMIN EDWARDS INC News
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