Benjamin Edwards
Latest statistics and disclosures from Benjamin Edwards's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, ACN, COST, and represent 13.08% of Benjamin Edwards's stock portfolio.
- Added to shares of these 10 stocks: SPMB, WMT, COWZ, SHY, GLDM, VCSH, OTTR, ZTS, CALF, PANW.
- Started 123 new stock positions in MNKD, SIVR, UCON, MGK, FIIG, JBL, MCHP, SCZ, KEYS, ELF.
- Reduced shares in these 10 stocks: SCHR, TLH, XEL, XONE, FVD, PDBC, GBCI, IBTE, VGSH, NVDA.
- Sold out of its positions in ADM, BCE, BHP, XONE, CZR, CGC, Canoo Inc Com Cl A, CCL, Cooper Companies, CRON.
- Benjamin Edwards was a net buyer of stock by $14M.
- Benjamin Edwards has $503M in assets under management (AUM), dropping by 9.69%.
- Central Index Key (CIK): 0001451623
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Portfolio Holdings for Benjamin Edwards
Benjamin Edwards holds 716 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Benjamin Edwards has 716 total positions. Only the first 250 positions are shown.
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- Download the Benjamin Edwards March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.5 | $18M | -5% | 20k | 903.58 |
|
| Microsoft Corporation (MSFT) | 3.5 | $17M | +3% | 41k | 420.72 |
|
| Apple (AAPL) | 2.6 | $13M | +2% | 76k | 171.48 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.9 | $9.4M | +4% | 27k | 346.62 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $8.1M | +5% | 11k | 732.62 |
|
| Abbvie (ABBV) | 1.6 | $7.8M | +7% | 43k | 182.10 |
|
| Amazon (AMZN) | 1.5 | $7.4M | +3% | 41k | 180.37 |
|
| Ishares Tr Bb Rat Corp Bd (HYBB) | 1.4 | $7.1M | +20% | 153k | 46.25 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.2 | $6.2M | +32% | 80k | 77.31 |
|
| Abbott Laboratories (ABT) | 1.2 | $6.1M | +5% | 54k | 113.66 |
|
| Illinois Tool Works (ITW) | 1.2 | $5.8M | +7% | 22k | 268.35 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.1 | $5.5M | +4% | 50k | 110.05 |
|
| Deere & Company (DE) | 1.1 | $5.4M | +14% | 13k | 410.73 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $5.4M | +5% | 27k | 200.30 |
|
| Wec Energy Group (WEC) | 0.9 | $4.8M | 58k | 82.12 |
|
|
| American Electric Power Company (AEP) | 0.9 | $4.6M | -12% | 54k | 86.10 |
|
| Applied Materials (AMAT) | 0.9 | $4.6M | +15% | 22k | 206.24 |
|
| Wal-Mart Stores (WMT) | 0.9 | $4.6M | +199% | 77k | 60.17 |
|
| Qualcomm (QCOM) | 0.9 | $4.6M | +3% | 27k | 169.31 |
|
| Broadcom (AVGO) | 0.9 | $4.5M | +7% | 3.4k | 1325.24 |
|
| Home Depot (HD) | 0.9 | $4.4M | -4% | 12k | 383.59 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.8 | $4.2M | +20% | 37k | 115.81 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.8 | $4.2M | +41% | 86k | 49.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $4.2M | +7% | 28k | 150.92 |
|
| Chevron Corporation (CVX) | 0.8 | $4.2M | 26k | 157.76 |
|
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.8 | $3.9M | +8% | 45k | 87.29 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.8 | $3.9M | +22% | 49k | 80.50 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $3.7M | +76% | 84k | 44.05 |
|
| Merck & Co (MRK) | 0.7 | $3.7M | -7% | 28k | 131.94 |
|
| Nextera Energy (NEE) | 0.7 | $3.6M | -11% | 57k | 63.91 |
|
| Rockwell Automation (ROK) | 0.7 | $3.6M | +12% | 12k | 291.29 |
|
| American Water Works (AWK) | 0.7 | $3.5M | 28k | 122.19 |
|
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.7 | $3.3M | +5674% | 153k | 21.72 |
|
| Public Service Enterprise (PEG) | 0.6 | $3.3M | +10% | 49k | 66.77 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.2M | -15% | 28k | 116.25 |
|
| Otter Tail Corporation (OTTR) | 0.6 | $3.2M | +76% | 37k | 86.39 |
|
| Alliant Energy Corporation (LNT) | 0.6 | $3.1M | -6% | 62k | 50.40 |
|
| Tesla Motors (TSLA) | 0.6 | $3.1M | +8% | 18k | 175.78 |
|
| Ameren Corporation (AEE) | 0.6 | $3.1M | 42k | 73.97 |
|
|
| CMS Energy Corporation (CMS) | 0.6 | $3.1M | -12% | 52k | 60.33 |
|
| Entergy Corporation (ETR) | 0.6 | $3.1M | -15% | 29k | 105.67 |
|
| Ida (IDA) | 0.6 | $3.1M | -5% | 33k | 92.89 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.6 | $3.0M | +2% | 40k | 76.01 |
|
| McDonald's Corporation (MCD) | 0.6 | $2.9M | -10% | 10k | 281.92 |
|
| Comcast Corp Cl A (CMCSA) | 0.6 | $2.8M | -8% | 65k | 43.35 |
|
| Tractor Supply Company (TSCO) | 0.6 | $2.8M | +2% | 11k | 261.75 |
|
| Automatic Data Processing (ADP) | 0.6 | $2.8M | -4% | 11k | 249.76 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $2.8M | +2% | 5.8k | 481.61 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.5 | $2.8M | +45% | 55k | 50.73 |
|
| Palantir Technologies Cl A (PLTR) | 0.5 | $2.8M | +17% | 120k | 23.01 |
|
| Pepsi (PEP) | 0.5 | $2.6M | -15% | 15k | 175.02 |
|
| Republic Services (RSG) | 0.5 | $2.5M | +2% | 13k | 191.41 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.5 | $2.5M | 103k | 23.85 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.5 | $2.5M | 30k | 81.67 |
|
|
| TJX Companies (TJX) | 0.5 | $2.4M | +2% | 24k | 101.42 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.5 | $2.4M | 96k | 24.81 |
|
|
| Eli Lilly & Co. (LLY) | 0.5 | $2.3M | +19% | 3.0k | 777.74 |
|
| American Express Company (AXP) | 0.5 | $2.3M | +31% | 10k | 227.71 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $2.3M | +2% | 24k | 96.73 |
|
| Nutrien (NTR) | 0.5 | $2.3M | +11% | 42k | 54.39 |
|
| Stryker Corporation (SYK) | 0.5 | $2.3M | +5% | 6.4k | 357.96 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.5 | $2.3M | +43% | 26k | 87.23 |
|
| Casey's General Stores (CASY) | 0.4 | $2.2M | +2% | 7.0k | 318.51 |
|
| Verizon Communications (VZ) | 0.4 | $2.2M | -7% | 53k | 41.97 |
|
| Fastenal Company (FAST) | 0.4 | $2.2M | -6% | 29k | 77.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.2M | 5.2k | 420.60 |
|
|
| Performance Food (PFGC) | 0.4 | $2.2M | +37% | 29k | 74.64 |
|
| Watsco, Incorporated (WSO) | 0.4 | $2.2M | -7% | 5.0k | 431.97 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $2.1M | +20% | 42k | 50.09 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.1M | +1012% | 26k | 81.78 |
|
| BlackRock (BLK) | 0.4 | $2.0M | -3% | 2.4k | 833.68 |
|
| Sherwin-Williams Company (SHW) | 0.4 | $2.0M | +2% | 5.7k | 347.43 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $2.0M | -40% | 34k | 58.08 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.4 | $1.9M | NEW | 33k | 58.11 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.4 | $1.9M | +3% | 58k | 32.23 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $1.8M | 34k | 54.23 |
|
|
| UnitedHealth (UNH) | 0.4 | $1.8M | +29% | 3.7k | 494.84 |
|
| Progressive Corporation (PGR) | 0.4 | $1.8M | 8.6k | 206.87 |
|
|
| Carrier Global Corporation (CARR) | 0.3 | $1.8M | +16% | 30k | 58.12 |
|
| NetApp (NTAP) | 0.3 | $1.7M | +2% | 17k | 104.95 |
|
| Cintas Corporation (CTAS) | 0.3 | $1.7M | +7% | 2.5k | 687.13 |
|
| Pool Corporation (POOL) | 0.3 | $1.7M | +9% | 4.3k | 403.59 |
|
| Snap-on Incorporated (SNA) | 0.3 | $1.7M | +3% | 5.8k | 296.29 |
|
| Amgen (AMGN) | 0.3 | $1.6M | +36% | 5.8k | 284.36 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.3 | $1.6M | -19% | 6.5k | 250.00 |
|
| McKesson Corporation (MCK) | 0.3 | $1.6M | 3.0k | 536.69 |
|
|
| S&p Global (SPGI) | 0.3 | $1.6M | +5% | 3.8k | 425.43 |
|
| Intuit (INTU) | 0.3 | $1.6M | +6% | 2.4k | 649.90 |
|
| Principal Exchange Traded Spectrum Pfd (PREF) | 0.3 | $1.5M | -2% | 85k | 18.15 |
|
| Anthem (ELV) | 0.3 | $1.5M | +12% | 2.9k | 518.70 |
|
| Mondelez Intl Cl A (MDLZ) | 0.3 | $1.5M | 22k | 69.99 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.3 | $1.5M | +4% | 31k | 48.77 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.5M | +7% | 8.4k | 174.18 |
|
| Emerson Electric (EMR) | 0.3 | $1.5M | -23% | 13k | 113.44 |
|
| Cummins (CMI) | 0.3 | $1.4M | +3% | 4.8k | 294.73 |
|
| EOG Resources (EOG) | 0.3 | $1.4M | +10% | 11k | 127.88 |
|
| Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP) | 0.3 | $1.4M | +62% | 59k | 23.77 |
|
| Air Products & Chemicals (APD) | 0.3 | $1.4M | +4% | 5.7k | 242.19 |
|
| Clean Harbors (CLH) | 0.3 | $1.4M | 6.8k | 201.27 |
|
|
| Trimble Navigation (TRMB) | 0.3 | $1.4M | +28% | 21k | 64.38 |
|
| Metropcs Communications (TMUS) | 0.3 | $1.4M | +751% | 8.3k | 163.26 |
|
| Gilead Sciences (GILD) | 0.3 | $1.3M | -3% | 18k | 73.26 |
|
| Equinix (EQIX) | 0.3 | $1.3M | +4% | 1.6k | 825.26 |
|
| Atmos Energy Corporation (ATO) | 0.3 | $1.3M | +8% | 11k | 118.85 |
|
| Broadridge Financial Solutions (BR) | 0.3 | $1.3M | +4% | 6.3k | 204.81 |
|
| Zoetis Cl A (ZTS) | 0.3 | $1.3M | +4126% | 7.6k | 169.20 |
|
| Becton, Dickinson and (BDX) | 0.3 | $1.3M | +2% | 5.2k | 247.48 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.2 | $1.3M | -28% | 16k | 78.26 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.2M | +2707% | 4.4k | 284.08 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | +24% | 2.1k | 581.19 |
|
| Graphic Packaging Holding Company (GPK) | 0.2 | $1.2M | 42k | 29.18 |
|
|
| Waste Management (WM) | 0.2 | $1.2M | +4% | 5.8k | 213.12 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $1.2M | +3% | 16k | 76.79 |
|
| Berry Plastics (BERY) | 0.2 | $1.2M | 20k | 60.46 |
|
|
| LKQ Corporation (LKQ) | 0.2 | $1.2M | 22k | 53.41 |
|
|
| Global X Fds Global X Uranium (URA) | 0.2 | $1.2M | +7% | 42k | 28.84 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.2 | $1.2M | +23% | 16k | 73.13 |
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $1.2M | 9.1k | 129.40 |
|
|
| Steris Shs Usd (STE) | 0.2 | $1.2M | +4% | 5.1k | 224.92 |
|
| Visa Com Cl A (V) | 0.2 | $1.1M | +21% | 4.1k | 278.96 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $1.1M | +15% | 2.8k | 399.23 |
|
| Nasdaq Omx (NDAQ) | 0.2 | $1.1M | +4% | 18k | 63.11 |
|
| Caterpillar (CAT) | 0.2 | $1.1M | -9% | 3.0k | 366.36 |
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| Public Storage (PSA) | 0.2 | $1.1M | 3.7k | 290.08 |
|
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| Boeing Company (BA) | 0.2 | $1.1M | -35% | 5.6k | 192.97 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.2 | $1.1M | 25k | 42.11 |
|
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| Rb Global (RBA) | 0.2 | $1.0M | -2% | 14k | 76.15 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $1.0M | NEW | 20k | 51.29 |
|
| Jack Henry & Associates (JKHY) | 0.2 | $1.0M | +4% | 6.0k | 173.77 |
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| FedEx Corporation (FDX) | 0.2 | $1.0M | -9% | 3.5k | 289.69 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.0M | 15k | 67.73 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $990k | +10% | 6.0k | 163.99 |
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| Johnson & Johnson (JNJ) | 0.2 | $970k | -21% | 6.1k | 158.21 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $920k | +59% | 6.8k | 136.01 |
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| Donaldson Company (DCI) | 0.2 | $908k | +21% | 12k | 74.66 |
|
| Manulife Finl Corp (MFC) | 0.2 | $903k | +34% | 36k | 24.98 |
|
| United Parcel Service CL B (UPS) | 0.2 | $890k | -2% | 6.0k | 148.66 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $888k | NEW | 9.1k | 97.52 |
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| Procter & Gamble Company (PG) | 0.2 | $885k | -27% | 5.5k | 162.21 |
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| CRH Ord (CRH) | 0.2 | $873k | NEW | 10k | 86.26 |
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| Oracle Corporation (ORCL) | 0.2 | $871k | +23% | 6.9k | 125.65 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $863k | -20% | 9.1k | 94.43 |
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| Masco Corporation (MAS) | 0.2 | $852k | 11k | 78.88 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $843k | 1.6k | 525.56 |
|
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.2 | $834k | -40% | 33k | 25.05 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $833k | -12% | 9.1k | 91.79 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $818k | -7% | 21k | 39.02 |
|
| International Business Machines (IBM) | 0.2 | $816k | -13% | 4.3k | 191.06 |
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| ConocoPhillips (COP) | 0.2 | $810k | -37% | 6.4k | 127.26 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $807k | -5% | 32k | 24.91 |
|
| Coca-Cola Company (KO) | 0.2 | $800k | -15% | 13k | 61.15 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $799k | -4% | 9.3k | 85.64 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $797k | +2% | 6.0k | 131.95 |
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| Dollar General (DG) | 0.2 | $794k | +27% | 5.1k | 156.02 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.2 | $792k | -10% | 6.0k | 133.02 |
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| Emcor (EME) | 0.2 | $789k | +42% | 2.3k | 350.20 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $772k | -7% | 32k | 23.80 |
|
| AutoZone (AZO) | 0.2 | $760k | +16% | 241.00 | 3153.53 |
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| Allstate Corporation (ALL) | 0.2 | $760k | +3% | 4.4k | 172.96 |
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| Wells Fargo & Company (WFC) | 0.2 | $760k | +46% | 13k | 57.99 |
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| Marsh & McLennan Companies (MMC) | 0.2 | $755k | +84% | 3.7k | 206.06 |
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| Medtronic SHS (MDT) | 0.1 | $752k | -18% | 8.6k | 87.14 |
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| First Tr Value Line Divid In SHS (FVD) | 0.1 | $749k | -71% | 18k | 42.22 |
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| Dupont De Nemours (DD) | 0.1 | $748k | +17% | 9.8k | 76.72 |
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| PPG Industries (PPG) | 0.1 | $739k | 5.1k | 144.87 |
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| Comfort Systems USA (FIX) | 0.1 | $739k | +35% | 2.3k | 317.58 |
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| Lowe's Companies (LOW) | 0.1 | $727k | 2.9k | 254.82 |
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| Sixth Street Specialty Lending (TSLX) | 0.1 | $717k | -2% | 34k | 21.43 |
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| Booking Holdings (BKNG) | 0.1 | $716k | -32% | 197.00 | 3634.52 |
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| Phillips 66 (PSX) | 0.1 | $712k | +91% | 4.4k | 163.42 |
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| D.R. Horton (DHI) | 0.1 | $702k | +44% | 4.3k | 164.60 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $693k | 7.7k | 89.87 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $690k | +127% | 7.0k | 98.00 |
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| Cass Information Systems (CASS) | 0.1 | $681k | 14k | 48.16 |
|
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| eBay (EBAY) | 0.1 | $673k | 13k | 52.78 |
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| Bank of America Corporation (BAC) | 0.1 | $671k | -34% | 18k | 37.94 |
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| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $670k | +38% | 15k | 43.60 |
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| Chubb (CB) | 0.1 | $659k | +30% | 2.5k | 258.94 |
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| Constellation Energy (CEG) | 0.1 | $659k | +49% | 3.6k | 184.85 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $657k | +92% | 14k | 47.44 |
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| American Homes 4 Rent Cl A (AMH) | 0.1 | $647k | 18k | 36.77 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $647k | 14k | 47.34 |
|
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| Analog Devices (ADI) | 0.1 | $637k | 3.2k | 197.70 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $636k | +45% | 4.8k | 131.35 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $635k | +4% | 1.3k | 504.37 |
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| Philip Morris International (PM) | 0.1 | $632k | -2% | 6.9k | 91.55 |
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| Nike CL B (NKE) | 0.1 | $625k | +6% | 6.6k | 94.04 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $620k | +2% | 6.9k | 90.44 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $619k | -5% | 5.3k | 117.15 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.1 | $612k | -6% | 25k | 24.83 |
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| Installed Bldg Prods (IBP) | 0.1 | $612k | +27% | 2.4k | 258.88 |
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| Lennar Corp Cl A (LEN) | 0.1 | $608k | +244% | 3.5k | 172.04 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $607k | +3% | 11k | 54.45 |
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| C3 Ai Cl A (AI) | 0.1 | $603k | -2% | 22k | 27.08 |
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| Target Corporation (TGT) | 0.1 | $598k | +16% | 3.4k | 177.19 |
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| Visteon Corp Com New (VC) | 0.1 | $595k | +31% | 5.1k | 117.57 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $590k | +6% | 12k | 50.77 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $584k | +240% | 8.9k | 65.63 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.1 | $583k | -6% | 27k | 21.40 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $574k | NEW | 27k | 21.15 |
|
| First Ctzns Bancshares Inc N Cl A (FCNCA) | 0.1 | $574k | +41% | 351.00 | 1635.33 |
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| Goldman Sachs (GS) | 0.1 | $573k | -2% | 1.4k | 417.94 |
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| Darden Restaurants (DRI) | 0.1 | $571k | +137% | 3.4k | 167.25 |
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| SYSCO Corporation (SYY) | 0.1 | $565k | -16% | 7.0k | 81.21 |
|
| Morgan Stanley Com New (MS) | 0.1 | $562k | 6.0k | 94.22 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $558k | +62% | 2.3k | 246.03 |
|
| Ametek (AME) | 0.1 | $554k | +9% | 3.0k | 183.02 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $551k | +47% | 1.2k | 478.71 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.1 | $545k | -9% | 21k | 25.49 |
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $543k | -9% | 24k | 22.82 |
|
| Oneok (OKE) | 0.1 | $537k | -8% | 6.7k | 80.16 |
|
| Danaher Corporation (DHR) | 0.1 | $528k | +11% | 2.1k | 249.65 |
|
| Exelon Corporation (EXC) | 0.1 | $525k | -23% | 14k | 37.56 |
|
| Liberty Energy Com Cl A (LBRT) | 0.1 | $524k | +45% | 25k | 20.72 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $520k | -10% | 25k | 20.47 |
|
| Meta Platforms Cl A (META) | 0.1 | $519k | +118% | 1.1k | 485.96 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $516k | +520% | 1.9k | 264.89 |
|
| Linde SHS (LIN) | 0.1 | $512k | +33% | 1.1k | 464.19 |
|
| Curtiss-Wright (CW) | 0.1 | $509k | +42% | 2.0k | 256.17 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $502k | +44% | 6.3k | 79.75 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $491k | -2% | 6.8k | 72.31 |
|
| Cyberark Software SHS (CYBR) | 0.1 | $490k | +30% | 1.8k | 265.58 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $490k | 5.2k | 93.40 |
|
|
| Pinnacle Financial Partners (PNFP) | 0.1 | $489k | 5.7k | 85.80 |
|
|
| Us Bancorp Del Com New (USB) | 0.1 | $479k | -30% | 11k | 44.73 |
|
| Apollo Global Mgmt (APO) | 0.1 | $470k | +48% | 4.2k | 112.41 |
|
| Paychex (PAYX) | 0.1 | $463k | -30% | 3.8k | 122.68 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $462k | 3.1k | 148.41 |
|
|
| Hershey Company (HSY) | 0.1 | $461k | +116% | 2.4k | 194.60 |
|
| Thomson Reuters Corp. (TRI) | 0.1 | $461k | 3.0k | 155.85 |
|
|
| Pfizer (PFE) | 0.1 | $453k | -15% | 16k | 27.74 |
|
| Morningstar (MORN) | 0.1 | $452k | +39% | 1.5k | 308.11 |
|
| Builders FirstSource (BLDR) | 0.1 | $444k | +39% | 2.1k | 208.45 |
|
| Fair Isaac Corporation (FICO) | 0.1 | $442k | +41% | 354.00 | 1248.59 |
|
| Cme (CME) | 0.1 | $438k | +60% | 2.0k | 215.34 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $432k | 3.4k | 128.27 |
|
|
| Avista Corporation (AVA) | 0.1 | $422k | +6% | 12k | 35.06 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $422k | +75% | 435.00 | 970.11 |
|
| Trupanion (TRUP) | 0.1 | $419k | -24% | 15k | 27.63 |
|
| Chord Energy Corporation Com New (CHRD) | 0.1 | $419k | +47% | 2.4k | 178.15 |
|
| Packaging Corporation of America (PKG) | 0.1 | $418k | +4% | 2.2k | 189.57 |
|
| Ross Stores (ROST) | 0.1 | $416k | +26% | 2.8k | 146.89 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $414k | NEW | 8.5k | 48.88 |
|
| Envestnet (ENV) | 0.1 | $412k | +30% | 7.1k | 57.84 |
|
| Cisco Systems (CSCO) | 0.1 | $410k | -70% | 8.2k | 49.91 |
|
| Intercontinental Exchange (ICE) | 0.1 | $410k | +19% | 3.0k | 137.49 |
|
| CSX Corporation (CSX) | 0.1 | $408k | -12% | 11k | 37.08 |
|
| Intel Corporation (INTC) | 0.1 | $402k | +82% | 9.1k | 44.18 |
|
| 4068594 Enphase Energy (ENPH) | 0.1 | $395k | NEW | 3.3k | 120.87 |
|
| Noble Corp Ord Shs A (NE) | 0.1 | $390k | +50% | 8.0k | 48.52 |
|
Past Filings by Benjamin Edwards
SEC 13F filings are viewable for Benjamin Edwards going back to 2019
- 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
- Benjamin Edwards 2021 Q1 filed May 14, 2021
- Benjamin Edwards 2020 Q4 filed Feb. 16, 2021
- Benjamin Edwards 2020 Q3 filed Nov. 16, 2020
- Benjamin Edwards 2020 Q2 filed Aug. 14, 2020