Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BENJAMIN EDWARDS INC (CIK 1451623) reported $10.06B across 1,337 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($242.9M, 2.41%), SPDW ($176.9M, 1.76%), MSFT ($150.2M, 1.49%), SPMB ($143.9M, 1.43%), SPYG ($134.7M, 1.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $242.9M | 2.41% | 957,162 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $176.9M | 1.76% | 3.9M | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $150.2M | 1.49% | 405,561 | Added |
| 4 | SPMB | SPDR SERIES TRUST | $143.9M | 1.43% | 6.4M | Added |
| 5 | SPYG | SPDR SERIES TRUST | $134.7M | 1.34% | 1.4M | Added |
| 6 | IUSV | ISHARES TR | $134.3M | 1.33% | 1.3M | Added |
| 7 | IUSG | ISHARES TR | $122.1M | 1.21% | 787,337 | Added |
| 8 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $120.2M | 1.19% | 4.1M | Added |
| 9 | SPYV | SPDR SERIES TRUST | $112.1M | 1.11% | 2.0M | Added |
| 10 | NVDA | NVIDIA CORPORATION | $111.6M | 1.11% | 639,641 | Added |
| 11 | CGUS | CAPITAL GROUP CORE EQUITY ET | $105.8M | 1.05% | 2.8M | Added |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $105.9M | 1.05% | 2.6M | Added |
| 13 | XOM | EXXON MOBIL CORP | $99.3M | 0.99% | 585,046 | Trimmed |
| 14 | CASY | CASEYS GEN STORES INC | $91.8M | 0.91% | 126,052 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $88.2M | 0.88% | 3.6M | Trimmed |
| 16 | APH | AMPHENOL CORP | $88.6M | 0.88% | 701,084 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $85.7M | 0.85% | 85,995 | Trimmed |
| 18 | WMT | WALMART INC | $83.1M | 0.83% | 668,746 | Trimmed |
| 19 | AVGO | BROADCOM INC | $81.0M | 0.81% | 261,677 | Added |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $78.6M | 0.78% | 949,261 | Added |
| 21 | CGCB | CAPITAL GRP FIXED INCM ETF T | $76.1M | 0.76% | 2.9M | Added |
| 22 | GLDM | WORLD GOLD TR | $73.1M | 0.73% | 788,797 | Trimmed |
| 23 | ABBV | ABBVIE INC | $73.7M | 0.73% | 338,904 | Trimmed |
| 24 | CGCP | CAPITAL GRP FIXED INCM ETF T | $72.3M | 0.72% | 3.2M | Added |
| 25 | MCD | MCDONALDS CORP | $69.0M | 0.69% | 222,045 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31