Benjamin Edwards Inc Holdings & Portfolio - 13F Filings Analysis - Stocknear

Benjamin Edwards Inc

CIK Number: 0001451623

7.85B
Market Value
1,090
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 AAPL Apple Inc.
258.02
+0.35% 797.84K -4.02% 163.69M 223.91 2.08% Share
2 MSFT Microsoft Corpo...
517.35
+0.31% 321.63K +7.22% 159.98M 417.4 2.04% Share
3 SPMB SPDR Portfolio ...
22.41
-0.16% 6.24M +24.78% 137.8M 21.99 1.75% Share
4 SPDW SPDR Portfolio ...
43.58
+0.88% 3.06M +100.00% 124.02M 40.49 1.58% Share
5 TLH iShares 10-20 Y...
102.98
-0.22% 1.16M +237.71% 118.24M 102.25 1.51% Share
6 IUSG iShares Core S&...
165.04
-0.28% 655.4K +4.23% 98.57M 132.43 1.25% Share
7 IUSV iShares Core S&...
100.64
+0.41% 1.01M +4.21% 95.86M 94.82 1.22% Share
8 HD The Home Depot,...
395.07
+0.02% 239.21K +2.68% 87.7M 395.39 1.12% Share
9 SPYV SPDR Portfolio ...
55.69
+0.37% 1.6M +24.12% 83.58M 51.62 1.06% Share
10 SCHF Schwab Internat...
23.73
+0.85% 3.71M +3.87% 81.98M 20.48 1.04% Share
11 WMT Walmart Inc.
102.08
+0.37% 771.3K +0.78% 75.42M 77.46 0.96% Share
12 ADP Automatic Data ...
291.31
+0.50% 233.45K +2.17% 72M 277.59 0.92% Share
13 GLDM SPDR Gold MiniS...
76.93
+0.80% 1.09M +9.32% 71.38M 52.76 0.91% Share
14 COST Costco Wholesal...
915.38
-0.15% 71.95K +2.70% 71.23M 833.38 0.91% Share
15 IEI iShares 3-7 Yea...
119.35
-0.14% 594.83K +399.38% 70.84M 119.09 0.90% Share
16 APH Amphenol Corpor...
122.21
-1.11% 716.68K -3.11% 70.77M 67.59 0.90% Share
17 AVGO Broadcom Inc.
338.37
+0.06% 255.31K +2.22% 70.38M 164.3 0.90% Share
18 ABBV AbbVie Inc.
233.87
-1.14% 374.38K +2.24% 69.49M 191.88 0.88% Share
19 MCD McDonald's Corp...
300.99
+0.37% 232.75K +1.66% 68M 301.66 0.87% Share
20 NVDA NVIDIA Corporat...
187.62
-0.67% 429.99K +6.10% 67.93M 93.78 0.86% Share
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