Benjamin Edwards Inc
CIK Number: 0001451623
7.16B
Market Value
1,063
# of Holdings
8 months
Avg. Holding Period
35.78%
Win Rate
-5.27%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 198.98 | +0.10% | 816.1K | +1.51% | 204.44M | 223.94 | 2.92% |
| 2 | MSFT | Microsoft Corpo... | 478.50 | +1.25% | 318.57K | +3.02% | 134.39M | 411.63 | 1.92% |
| 3 | XMHQ | Invesco S&P Mid... | 97.92 | +0.27% | 1.18M | +5.54% | 116.68M | 101.67 | 1.67% |
| 4 | MDYG | SPDR S&P 400 Mi... | 85.33 | +0.15% | 1.18M | +19.27% | 102.9M | 87.38 | 1.47% |
| 5 | SPMB | SPDR Portfolio ... | 21.89 | +0.34% | 4.37M | +109.85% | 94.13M | 21.95 | 1.35% |
| 6 | IUSG | iShares Core S&... | 145.47 | +0.31% | 620.67K | +3.61% | 86.49M | 131.73 | 1.24% |
| 7 | HD | The Home Depot,... | 362.78 | +0.64% | 212.8K | +2.49% | 82.8M | 398.97 | 1.18% |
| 8 | IUSV | iShares Core S&... | 93.50 | +0.38% | 881.34K | +5.65% | 81.6M | 95.09 | 1.17% |
| 9 | HYBB | iShares BB Rate... | 46.45 | +0.09% | 1.77M | -4.23% | 81.59M | 47.14 | 1.17% |
| 10 | SCHF | Schwab Internat... | 22.05 | +0.71% | 4.18M | +111.09% | 77.32M | 20.41 | 1.11% |
| 11 | NVDA | NVIDIA Corporat... | 144.94 | +1.47% | 562.91K | -0.83% | 75.61M | 89.87 | 1.08% |
| 12 | GLDM | SPDR Gold MiniS... | 67.09 | +1.24% | 1.38M | -3.98% | 71.52M | 51.57 | 1.02% |
| 13 | WMT | Walmart Inc. | 94.83 | -1.01% | 751.13K | +2.13% | 67.87M | 77.1 | 0.97% |
| 14 | COST | Costco Wholesal... | 1002.64 | +0.59% | 72.83K | +3.15% | 66.86M | 829.16 | 0.96% |
| 15 | AVGO | Broadcom Inc. | 256.07 | +1.25% | 282.48K | +3.35% | 65.5M | 161.82 | 0.94% |
| 16 | ABBV | AbbVie Inc. | 192.13 | +0.33% | 352.1K | +4.80% | 62.6M | 191.32 | 0.90% |
| 17 | MCD | McDonald's Corp... | 302.86 | +0.38% | 207.01K | +1.16% | 60.03M | 300.7 | 0.86% |
| 18 | ADP | Automatic Data ... | 309.72 | -0.85% | 202.52K | +2.84% | 59.3M | 273.25 | 0.85% |
| 19 | VCIT | Vanguard Interm... | 81.90 | +0.34% | 714.51K | +5.39% | 57.35M | 83.53 | 0.82% |
| 20 | ACN | Accenture plc | 317.94 | -0.4% | 155.79K | +2.46% | 54.88M | 346.41 | 0.78% |
| 21 | SPDW | SPDR Portfolio ... | 40.73 | +0.77% | 1.6M | -8.72% | 54.46M | 37.41 | 0.78% |
| 22 | SNA | Snap-on Incorpo... | 318.63 | -0.65% | 159.7K | +1.02% | 54.23M | 285.39 | 0.78% |
| 23 | AMZN | Amazon.com, Inc... | 213.13 | -0.03% | 247.08K | +4.57% | 54.21M | 178.99 | 0.78% |
| 24 | WEC | WEC Energy Grou... | 106.32 | +0.70% | 575.2K | +1.16% | 54.1M | 95.91 | 0.77% |
| 25 | MA | Mastercard Inco... | 588.62 | -0.36% | 102.59K | +1.84% | 54.04M | 484.52 | 0.77% |
| 26 | XOM | Exxon Mobil Cor... | 109.60 | +0.27% | 501.17K | +1.71% | 53.92M | 114.2 | 0.77% |
| 27 | WSO | Watsco, Inc. | 443.56 | -0.5% | 108.77K | +1.21% | 51.56M | 477.66 | 0.74% |
| 28 | SYK | Stryker Corpora... | 380.13 | -0.25% | 142.04K | +0.97% | 51.15M | 355.21 | 0.73% |
| 29 | ITW | Illinois Tool W... | 245.68 | -0.38% | 188.43K | +0.96% | 47.81M | 256.28 | 0.68% |
| 30 | SPHY | SPDR Portfolio ... | 23.48 | +0.06% | 1.99M | +6.65% | 46.6M | 24.01 | 0.67% |
| 31 | TSCO | Tractor Supply ... | 51.73 | +0.82% | 866.76K | +406.73% | 45.99M | 53.71 | 0.66% |
| 32 | VCSH | Vanguard Short-... | 78.96 | +0.13% | 588.25K | +7.79% | 45.89M | 79.01 | 0.66% |
| 33 | QCOM | QUALCOMM Incorp... | 158.59 | -0.56% | 298.49K | +2.02% | 45.87M | 165.06 | 0.66% |
| 34 | MDYV | SPDR S&P 400 Mi... | 78.73 | -0.06% | 571.37K | +21.35% | 45.82M | 79.07 | 0.66% |
| 35 | RSG | Republic Servic... | 251.59 | +1.35% | 227.74K | +0.79% | 45.82M | 194.56 | 0.66% |
| 36 | APH | Amphenol Corpor... | 94.55 | +1.58% | 647.9K | +194.28% | 44.99M | 67.88 | 0.64% |
| 37 | CASY | Casey's General... | 506.72 | +1.44% | 111.88K | -14.13% | 44.34M | 364.55 | 0.63% |
| 38 | VZ | Verizon Communi... | 43.13 | -1.38% | 1.09M | +0.89% | 43.58M | 44.94 | 0.62% |
| 39 | TXN | Texas Instrumen... | 199.58 | -0.06% | 228.83K | +1.29% | 42.91M | 204.78 | 0.61% |
| 40 | SHW | The Sherwin-Wil... | 356.29 | -0.24% | 123.69K | +0.90% | 42.06M | 372.67 | 0.60% |
| 41 | SPGI | S&P Global Inc. | 505.77 | -1.6% | 83.53K | +0.69% | 41.61M | 509.79 | 0.59% |
| 42 | SPYG | SPDR Portfolio ... | 92.11 | +0.35% | 468.23K | +3.62% | 41.16M | 82.19 | 0.59% |
| 43 | ATO | Atmos Energy Co... | 154.39 | +1.26% | 294.12K | +0.87% | 40.96M | 137.52 | 0.59% |
| 44 | ABT | Abbott Laborato... | 136.36 | +0.80% | 348.33K | +3.50% | 39.42M | 114.23 | 0.56% |
| 45 | FAST | Fastenal Compan... | 42.80 | +0.34% | 546.74K | +2.06% | 39.32M | 70.43 | 0.56% |
| 46 | BLK | BlackRock, Inc. | 987.76 | -0.56% | 38.29K | +100.00% | 39.28M | 1025.11 | 0.56% |
| 47 | MRK | Merck & Co., In... | 81.73 | +1.75% | 391.45K | +2.54% | 38.95M | 111.01 | 0.56% |
| 48 | EOG | EOG Resources, ... | 120.50 | +0.48% | 306.73K | +1.40% | 37.6M | 122.72 | 0.54% |
| 49 | TMUS | T-Mobile US, In... | 228.62 | -1% | 168.91K | +1.88% | 37.29M | 204.24 | 0.53% |
| 50 | AWK | American Water ... | 141.29 | +0.48% | 295.02K | -0.75% | 36.73M | 146.72 | 0.53% |
| 51 | SLYG | SPDR S&P 600 Sm... | 87.56 | -0.55% | 403.39K | +5.49% | 36.45M | 92.42 | 0.52% |
| 52 | MKC | McCormick & Com... | 75.78 | +0.20% | 463.84K | +1.51% | 35.36M | 82.15 | 0.51% |
| 53 | XSHQ | Invesco S&P Sma... | 40.56 | -0.27% | 834.53K | +1.14% | 35.34M | 43.28 | 0.51% |
| 54 | JPM | JPMorgan Chase ... | 268.09 | -0.02% | 147.22K | +4.74% | 35.33M | 200.29 | 0.51% |
| 55 | INTU | Intuit Inc. | 765.48 | +0.10% | 55.55K | +2.38% | 34.92M | 610.5 | 0.50% |
| 56 | ZROZ | PIMCO 25+ Year ... | 66.13 | +2.11% | 505.17K | +100.00% | 34.66M | 68.62 | 0.50% |
| 57 | MSI | Motorola Soluti... | 412.39 | +0.81% | 74.27K | +1.01% | 34.33M | 446.22 | 0.49% |
| 58 | BR | Broadridge Fina... | 239.61 | -0.65% | 149.54K | +1.72% | 33.82M | 211.52 | 0.48% |
| 59 | SPYV | SPDR Portfolio ... | 51.73 | +0.29% | 632.3K | +1.34% | 32.34M | 51.83 | 0.46% |
| 60 | CTAS | Cintas Corporat... | 223.39 | +0.75% | 170.93K | -12.86% | 31.23M | 203.2 | 0.45% |
| 61 | NDAQ | Nasdaq, Inc. | 86.85 | +0.07% | 402.97K | +0.43% | 31.15M | 71.58 | 0.45% |
| 62 | GOOGL | Alphabet Inc. | 175.57 | -1% | 163.73K | +6.27% | 31M | 161.91 | 0.44% |
| 63 | CTVA | Corteva, Inc. | 72.48 | +0.58% | 543.54K | +6.27K% | 30.96M | 56.93 | 0.44% |
| 64 | VGSH | Vanguard Short-... | 58.49 | +0.09% | 515K | +4.00% | 29.96M | 58.97 | 0.43% |
| 65 | AJG | Arthur J. Galla... | 320.05 | +2.27% | 102.3K | +1.12% | 29.05M | 270.83 | 0.42% |
| 66 | EQIX | Equinix, Inc. | 895.88 | +0.24% | 30.6K | +0.71% | 28.87M | 883.4 | 0.41% |
| 67 | META | Meta Platforms,... | 693.11 | -0.15% | 49.3K | +10.29% | 28.86M | 570.16 | 0.41% |
| 68 | IBDU | iShares iBonds ... | 23.16 | +0.15% | 1.26M | +21.33% | 28.66M | 23.37 | 0.41% |
| 69 | VEA | Vanguard Develo... | 56.86 | +0.78% | 587.61K | +2.99% | 28.1M | 52.67 | 0.40% |
| 70 | IVV | iShares Core S&... | 606.23 | +0.32% | 47.03K | +0.95% | 27.72M | 571.76 | 0.40% |
| 71 | PG | The Procter & G... | 163.05 | +0.58% | 165.12K | +1.77% | 27.69M | 172.32 | 0.40% |
| 72 | APD | Air Products an... | 283.07 | +0.30% | 93.08K | +1.17% | 27M | 296.72 | 0.39% |
| 73 | ZTS | Zoetis Inc. | 168.56 | +1.34% | 157.68K | -2.46% | 25.69M | 194.06 | 0.37% |
| 74 | QQQ | Invesco QQQ Tru... | 533.45 | +0.20% | 50.08K | +5.88% | 25.61M | 487.65 | 0.37% |
| 75 | VOE | Vanguard Mid-Ca... | 163.48 | +0.49% | 157.55K | +5.56% | 25.49M | 167.1 | 0.36% |
| 76 | URA | Global X Uraniu... | 36.01 | +0.39% | 947.46K | -2.14% | 25.37M | 28.58 | 0.36% |
| 77 | MDLZ | Mondelez Intern... | 68.11 | +1.74% | 419.83K | -1.4% | 25.08M | 73.3 | 0.36% |
| 78 | V | Visa Inc. | 371.03 | -0.61% | 76.66K | +5.17% | 24.24M | 274.69 | 0.35% |
| 79 | UNH | UnitedHealth Gr... | 318.11 | +2.43% | 47.28K | +6.15% | 23.93M | 572.63 | 0.34% |
| 80 | GOOG | Alphabet Inc. | 176.84 | -1.09% | 124.93K | +1.41% | 23.79M | 167.08 | 0.34% |
| 81 | STE | STERIS plc | 242.20 | +0.61% | 114.86K | +1.05% | 23.61M | 238.17 | 0.34% |
| 82 | BDX | Becton, Dickins... | 174.23 | +0.87% | 103.76K | -0.96% | 23.55M | 241.03 | 0.34% |
| 83 | VCLT | Vanguard Long-T... | 75.00 | +0.95% | 309.25K | +6.23% | 23.13M | 81.13 | 0.33% |
| 84 | OKE | ONEOK, Inc. | 82.62 | -0.34% | 227.26K | +1.24% | 22.82M | 89.67 | 0.33% |
| 85 | LMT | Lockheed Martin... | 468.85 | +2.68% | 46.8K | +5.75% | 22.76M | 575.13 | 0.33% |
| 86 | JKHY | Jack Henry & As... | 180.13 | +0.19% | 129.51K | +1.46% | 22.71M | 175.77 | 0.32% |
| 87 | CGDV | Capital Group D... | 38.59 | +0.21% | 640.28K | +7.20% | 22.58M | 36.36 | 0.32% |
| 88 | VOT | Vanguard Mid-Ca... | 273.00 | +0.13% | 88.7K | +5.86% | 22.51M | 243.62 | 0.32% |
| 89 | FVD | First Trust Val... | 45.05 | +0.41% | 502.81K | +2.85% | 21.95M | 45.29 | 0.31% |
| 90 | IGSB | iShares 1-5 Yea... | 52.38 | +0.12% | 412.22K | -16.44% | 21.31M | 52.53 | 0.30% |
| 91 | IBM | International B... | 280.79 | -0.26% | 96.78K | +5.03% | 21.28M | 217.98 | 0.30% |
| 92 | SCHE | Schwab Emerging... | 29.86 | -0.02% | 796.89K | +4.48% | 21.22M | 29.01 | 0.30% |
| 93 | CVX | Chevron Corpora... | 144.84 | +0.04% | 145.01K | -1.53% | 21.02M | 145.28 | 0.30% |
| 94 | FDN | First Trust Dow... | 257.92 | -0.34% | 84.62K | -9.43% | 20.58M | 211.24 | 0.29% |
| 95 | ADI | Analog Devices,... | 231.89 | -0.28% | 96.14K | +5.31% | 20.43M | 226.96 | 0.29% |
| 96 | NEE | NextEra Energy,... | 73.84 | +1.15% | 284.94K | +0.17% | 20.43M | 83.81 | 0.29% |
| 97 | POOL | Pool Corporatio... | 295.81 | -1.39% | 57.77K | -0.06% | 19.7M | 377.31 | 0.28% |
| 98 | RDVY | First Trust Ris... | 61.38 | +0.18% | 332.59K | -1.25% | 19.67M | 58.94 | 0.28% |
| 99 | MDT | Medtronic plc | 88.44 | +0.44% | 240.47K | +1.51% | 19.21M | 90.07 | 0.27% |
| 100 | UPS | United Parcel S... | 100.82 | -0.34% | 150.53K | +2.53% | 18.98M | 138.9 | 0.27% |
| 101 | FTCS | First Trust Cap... | 91.04 | +0.39% | 214.66K | -0.37% | 18.85M | 89.77 | 0.27% |
| 102 | SCHH | Schwab U.S. REI... | 21.47 | +0.42% | 888.04K | +3.73% | 18.7M | 23.05 | 0.27% |
| 103 | PLTR | Palantir Techno... | 135.06 | -0.98% | 244.55K | -14.55% | 18.49M | 27 | 0.26% |
| 104 | VTI | Vanguard Total ... | 296.95 | +0.28% | 62.74K | -3.55% | 18.18M | 283.16 | 0.26% |
| 105 | JNJ | Johnson & Johns... | 156.56 | +0.84% | 125.47K | +2.85% | 18.15M | 161.5 | 0.26% |
| 106 | PEP | PepsiCo, Inc. | 132.27 | +1.82% | 114.84K | -4.19% | 17.47M | 169.54 | 0.25% |
| 107 | TSLA | Tesla, Inc. | 319.38 | -2.16% | 42.99K | +2.94% | 17.36M | 241.59 | 0.25% |
| 108 | LOW | Lowe's Companie... | 223.28 | +0.76% | 68.42K | +1.24% | 16.89M | 269.02 | 0.24% |
| 109 | SPY | SPDR S&P 500 ET... | 603.44 | +0.35% | 28.3K | +3.10% | 16.59M | 573.93 | 0.24% |
| 110 | GILD | Gilead Sciences... | 111.94 | +2.42% | 176.17K | -51.84% | 16.27M | 83.03 | 0.23% |
| 111 | BND | Vanguard Total ... | 72.97 | +0.38% | 221.8K | -6.7% | 15.95M | 75.11 | 0.23% |
| 112 | XLK | Technology Sele... | 242.47 | +0.89% | 68.1K | +8.84% | 15.84M | 225.4 | 0.23% |
| 113 | ARES | Ares Management... | 170.44 | +0.98% | 89.39K | +2.59% | 15.82M | 150.36 | 0.23% |
| 114 | VO | Vanguard Mid Ca... | 274.18 | +0.29% | 59.58K | +11.99% | 15.75M | 263.86 | 0.23% |
| 115 | BRK-B | Berkshire Hatha... | 489.99 | +0.38% | 34.55K | +2.58% | 15.66M | 435.07 | 0.22% |
| 116 | XLE | Energy Select S... | 86.58 | +0.34% | 181.41K | +1.15% | 15.54M | 87.57 | 0.22% |
| 117 | CRM | Salesforce, Inc... | 266.57 | +0.25% | 46.34K | +4.33% | 15.49M | 275.24 | 0.22% |
| 118 | HSY | The Hershey Com... | 172.35 | +2.56% | 91.23K | +1.96% | 15.45M | 191.45 | 0.22% |
| 119 | ORCL | Oracle Corporat... | 199.69 | +13.22% | 92.32K | -0.3% | 15.38M | 164.89 | 0.22% |
| 120 | PAYX | Paychex, Inc. | 153.49 | -0.36% | 109.13K | +5.92% | 15.3M | 132.51 | 0.22% |
| 121 | TBIL | US Treasury 3 M... | 49.91 | +0.04% | 292.43K | +7.81% | 14.58M | 50.03 | 0.21% |
| 122 | VBR | Vanguard Small ... | 192.40 | -0.08% | 73.1K | -0.96% | 14.49M | 200.25 | 0.21% |
| 123 | VBK | Vanguard Small ... | 271.60 | -0.18% | 51.53K | -1.31% | 14.44M | 266.92 | 0.21% |
| 124 | ITA | iShares U.S. Ae... | 179.44 | -0.69% | 98.26K | -0.48% | 14.28M | 146.97 | 0.20% |
| 125 | PREF | Principal Spect... | 18.77 | +0.08% | 766.58K | +2.99% | 14.27M | 18.79 | 0.20% |
| 126 | AMGN | Amgen Inc. | 297.25 | +1.86% | 54.42K | +7.41% | 14.2M | 309.21 | 0.20% |
| 127 | TJX | The TJX Compani... | 124.31 | -0.18% | 116.43K | +3.41% | 14.07M | 109.22 | 0.20% |
| 128 | QTEC | First Trust NAS... | 205.19 | -0.17% | 74.46K | +1.62% | 14.02M | 191.35 | 0.20% |
| 129 | VRP | Invesco Variabl... | 24.36 | +0.08% | 564.04K | +5.09% | 13.64M | 24.32 | 0.20% |
| 130 | FXR | First Trust Ind... | 72.96 | -0.15% | 182.08K | -6.29% | 13.63M | 75.59 | 0.19% |
| 131 | DE | Deere & Company | 516.87 | -0.76% | 31.47K | +0.21% | 13.39M | 395.14 | 0.19% |
| 132 | MAA | Mid-America Apa... | 151.25 | +0.59% | 86.54K | +2.61% | 13.38M | 158.08 | 0.19% |
| 133 | CB | Chubb Limited | 289.24 | +1.27% | 47.46K | +0.33% | 13.11M | 284.46 | 0.19% |
| 134 | IBDR | iShares iBonds ... | 24.16 | +0.02% | 544.67K | +16.02% | 13.11M | 24.25 | 0.19% |
| 135 | CGGO | Capital Group G... | 31.45 | +0.33% | 443.56K | +5.74% | 12.96M | 30.1 | 0.19% |
| 136 | IBTI | iShares iBonds ... | 22.21 | +0.18% | 591.44K | -26.95% | 12.95M | 22.51 | 0.19% |
| 137 | SO | The Southern Co... | 90.22 | +0.75% | 156.19K | +2.30% | 12.86M | 89.23 | 0.18% |
| 138 | VWOB | Vanguard Emergi... | 64.63 | +0.12% | 201.53K | +5.52% | 12.73M | 66.17 | 0.18% |
| 139 | IBDS | iShares iBonds ... | 24.16 | +0.08% | 521.28K | +17.16% | 12.49M | 24.31 | 0.18% |
| 140 | IEI | iShares 3-7 Yea... | 117.97 | +0.24% | 107.45K | -20.04% | 12.42M | 119.17 | 0.18% |
| 141 | CAT | Caterpillar Inc... | 361.14 | -0.55% | 33.63K | +5.77% | 12.21M | 374.26 | 0.17% |
| 142 | CMI | Cummins Inc. | 324.61 | +0.32% | 34.58K | +2.55% | 12.08M | 312.86 | 0.17% |
| 143 | LLY | Eli Lilly and C... | 810.83 | +0.27% | 15.27K | +13.38% | 11.8M | 771.95 | 0.17% |
| 144 | AXP | American Expres... | 298.02 | -0.36% | 39.14K | +3.97% | 11.63M | 254.46 | 0.17% |
| 145 | KMI | Kinder Morgan, ... | 27.63 | +0.40% | 423.32K | +6.54% | 11.6M | 22.22 | 0.17% |
| 146 | GD | General Dynamic... | 279.72 | +1.41% | 43.6K | +1.35% | 11.49M | 299.94 | 0.16% |
| 147 | FXD | First Trust Con... | 62.14 | -0.56% | 177.41K | -6.76% | 11.47M | 63.21 | 0.16% |
| 148 | PANW | Palo Alto Netwo... | 197.72 | +1.72% | 62.86K | +111.33% | 11.44M | 167 | 0.16% |
| 149 | PULS | PGIM Ultra Shor... | 49.63 | +0.03% | 230.43K | +8.68% | 11.42M | 49.76 | 0.16% |
| 150 | LIN | Linde plc | 470.45 | +0.41% | 26.89K | +0.53% | 11.26M | 472.73 | 0.16% |