BE

BENJAMIN EDWARDS INC

13F
BENJAMIN EDWARDS INC
Last update 2025-02-16 1103 Stocks (73 new)
Value $6.99 Bil Turnover 6 %
Countries:
Top Holdings: AAPL(2.92%)MSFT(1.92%)XMHQ(1.67%)MDYG(1.47%)SPMB(1.35%)
Summary Stock Picks Current Portfolio
BENJAMIN EDWARDS INC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
816,103
204,437.7
+1.51%
2.920
+0.04%
0.010
-12.69%
-20.63%
2,965,209.5
Hardware
MSFT 		Microsoft Corp
318,573
134,389.2
+3.02%
1.920
+0.06%
0.000
+7.29%
+4.30%
3,260,880.0
Software
XMHQ 		Invesco S&P MidCap Quality ETF
1,184,911
116,678.8
+5.54%
1.670
+0.09%
1.930
-5.35%
-3.09%
4,878.6
 
MDYG 		SPDR S&P 400 Mid Cap Growth ETF
1,184,278
102,902.5
+19.27%
1.470
+0.24%
3.710
-8.33%
-5.30%
2,164.1
 
SPMB 		SPDR Portfolio Mortgage Backed Bond ETF
4,367,937
94,127.9
+109.85%
1.350
+0.71%
1.660
+1.53%
+2.41%
5,814.1
 
IUSG 		ISHARES TRUST
620,671
86,493.4
+3.61%
1.240
+0.04%
0.410
-7.16%
-4.37%
20,727.6
 
HD 		The Home Depot Inc
212,803
82,803.7
+2.49%
1.180
+0.03%
0.020
-10.40%
-6.16%
360,507.7
Retail - Cyclical
IUSV 		ISHARES TRUST
881,337
81,604.5
+5.65%
1.170
+0.06%
0.420
-4.38%
-2.56%
19,742.1
 
HYBB 		iShares BB Rated Corporate Bond ETF
1,773,681
81,586.1
-4.23%
1.170
-0.05%
20.990
+0.24%
+1.88%
203.7
 
SCHF 		Schwab International Equity ETF
4,179,349
77,318.1
+5.55%
1.110
+0.06%
0.190
+7.25%
+12.76%
45,837.8
 

BENJAMIN EDWARDS INC's Historical Top Holdings Breakdowns

BENJAMIN EDWARDS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPMB 		SPDR Portfolio Mortgage Backed Bond ETF2024-12-31Add
+0.71%
●
21.43 ($21.89) 22.49
$21.80
-0.41%
Add 109.85%
4,367,937
2,286,465
SHY 		iShares 1-3 Year Treasury Bond ETF2024-12-31Reduce
-0.57%
●
81.68 ($82.2) 82.91
$82.49
0.35%
Reduce -97.82%
10,543
-472,079
ZROZ 		PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund2024-12-31New Buy
+0.50%
●
68.62 ($74.87) 81.35
$66.03
-11.81%
New holding
505,170
505,170
CTVA 		Corteva Inc2024-12-31Add
+0.43%
●
55.21 ($59.15) 64.13
$67.79
14.61%
Add 6273.64%
543,544
535,016
APH 		Amphenol Corp2024-12-31Add
+0.42%
●
62.07 ($70.1) 75.35
$80.88
15.38%
Add 194.28%
647,896
427,734
ELV 		Elevance Health Inc2024-12-31Reduce
-0.39%
●
365.96 ($416.99) 509.02
$404.58
-2.98%
Reduce -96.1%
2,091
-51,468
MDYG 		SPDR S&P 400 Mid Cap Growth ETF2024-12-31Add
+0.24%
●
86.65 ($90) 94.9
$82.13
-8.74%
Add 19.27%
1,184,278
191,334
GILD 		Gilead Sciences Inc2024-12-31Reduce
-0.23%
●
84.17 ($90.13) 97.9
$96.91
7.52%
Reduce -51.84%
176,169
-189,651
XONE 		BondBloxx Bloomberg One Year Target Duration US Treasury ETF2024-12-31Sold Out
-0.22%
●
49.5 ($49.63) 49.78
$49.53
-0.20%
Sold Out
0
-304,228
FLJP 		Franklin FTSE Japan ETF2024-12-31Reduce
-0.13%
●
28.25 ($29.27) 30.5
$30.83
5.33%
Reduce -42.45%
390,254
-287,843

BENJAMIN EDWARDS INC Total Holding History ($B)

To

BENJAMIN EDWARDS INC's Asset Allocation

To

BENJAMIN EDWARDS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BENJAMIN EDWARDS INC's Hypothetical Growth since 2024-12-31

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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