Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BENJAMIN F. EDWARDS & COMPANY, INC. 13F Holdings -- Portfolio & Top Positions (2024-06-30)

BENJAMIN F. EDWARDS & COMPANY, INC. (CIK 1445065) reported $5.69B across 2,152 reported positions in its SEC 13F filing for 2024-06-30. Largest positions: AAPL ($147.9M, 2.60%), MSFT ($113.1M, 1.99%), XMHQ ($95.0M, 1.67%), HYBB ($92.6M, 1.63%), IUSG ($73.9M, 1.30%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1AAPLAPPLE INC$147.9M2.60%702,402Added
2MSFTMICROSOFT CORP$113.1M1.99%253,061Added
3XMHQINVESCO EXCHANGE TRADED FD T$95.0M1.67%979,180Trimmed
4HYBBISHARES TR$92.6M1.63%2.0MAdded
5IUSGISHARES TR$73.9M1.30%579,817Trimmed
6SCHFSCHWAB STRATEGIC TR$73.3M1.29%1.9MTrimmed
7CALFPACER FDS TR$69.2M1.22%1.6MTrimmed
8IUSVISHARES TR$68.2M1.20%773,483Added
9HDHOME DEPOT INC$63.4M1.11%184,203Added
10COSTCOSTCO WHSL CORP NEW$61.4M1.08%72,264Added
11GLDMWORLD GOLD TR$60.0M1.05%1.3MTrimmed
12SPDWSPDR INDEX SHS FDS$55.1M0.97%1.6MAdded
13XOMEXXON MOBIL CORP$52.2M0.92%453,836Added
14NVDANVIDIA CORPORATION$50.8M0.89%410,982Added
15MCDMCDONALDS CORP$48.7M0.86%190,967Trimmed
16VCITVANGUARD SCOTTSDALE FDS$48.3M0.85%604,458Added
17QCOMQUALCOMM INC$48.2M0.85%241,986Trimmed
18ABBVABBVIE INC$47.7M0.84%278,306Added
19WSOWATSCO INC$47.0M0.83%101,381Added
20CASYCASEYS GEN STORES INC$46.6M0.82%122,075Trimmed
21SYKSTRYKER CORPORATION$45.5M0.80%133,846Added
22MRKMERCK & CO INC$44.5M0.78%359,791Added
23TSCOTRACTOR SUPPLY CO$43.8M0.77%162,368Added
24ADPAUTOMATIC DATA PROCESSING IN$43.1M0.76%180,658Added
25VZVERIZON COMMUNICATIONS INC$41.6M0.73%1.0MTrimmed

Source: SEC Form 13F filings · as of 2024-06-30