BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings690 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 64,910 | $11.3M | 3.3% | $141.35 | +20.81% | 13 qtrssince 2019-Q1 | Increased 58 |
MICROSOFT CORP | 23,585 | $7.3M | 2.1% | $291.44 | +4.41% | 13 qtrssince 2019-Q1 | Increased 57 |
NEXTERA ENERGY INC | 78,638 | $6.7M | 1.9% | — | — | — | — |
ACCENTURE PLC-CL A | 16,048 | $5.4M | 1.6% | $301.04 | +6.22% | 13 qtrssince 2019-Q1 | Increased 51 |
WEC ENERGY GROUP INC | 52,193 | $5.2M | 1.5% | $79.06 | +8.10% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN ELECTRIC POWER | 50,967 | $5.1M | 1.5% | $73.83 | +14.94% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 18,613 | $5.1M | 1.5% | $28.88 | -4.28% | 3 qtrssince 2021-Q3 | Increased 57 |
XCEL ENERGY INC | 65,296 | $4.7M | 1.4% | $57.90 | +10.35% | 13 qtrssince 2019-Q1 | Increased 44 |
ABBVIE INC | 26,514 | $4.3M | 1.2% | $121.99 | +13.11% | 13 qtrssince 2019-Q1 | Increased 63 |
EVERGY INC | 57,495 | $3.9M | 1.1% | $57.15 | +2.19% | 3 qtrssince 2021-Q3 | Increased 44 |
COSTCO WHOLESALE CORP | 6,703 | $3.9M | 1.1% | $440.22 | +24.35% | 11 qtrssince 2019-Q3 | Increased 54 |
CMS ENERGY CORP | 55,160 | $3.9M | 1.1% | $55.14 | +10.18% | 3 qtrssince 2021-Q3 | Decreased 0 |
BLACK HILLS CORP | 49,991 | $3.9M | 1.1% | $58.61 | +11.90% | 3 qtrssince 2021-Q3 | Decreased 0 |
IDACORP INC | 33,212 | $3.8M | 1.1% | $96.70 | +4.38% | 3 qtrssince 2021-Q3 | Decreased 0 |
ALLIANT ENERGY CORP | 60,078 | $3.8M | 1.1% | $51.61 | +4.33% | 3 qtrssince 2021-Q3 | Decreased 0 |
UNION PACIFIC CORP | 13,597 | $3.7M | 1.1% | $196.03 | +29.26% | 13 qtrssince 2019-Q1 | Increased 50 |
PNM RESOURCES INC | 74,976 | $3.6M | 1.0% | $39.41 | +4.55% | 2 qtrssince 2021-Q4 | Increased 48 |
AMAZON.COM INC | 1,055 | $3.4M | 1.0% | $160.98 | +3.30% | 13 qtrssince 2019-Q1 | Increased 50 |
SPDR INDEX SHS FDS | 100,061 | $3.4M | 1.0% | $30.39 | +0.99% | 6 qtrssince 2020-Q4 | Decreased 0 |
ABBOTT LABORATORIES | 28,272 | $3.3M | 1.0% | $114.03 | -5.12% | 13 qtrssince 2019-Q1 | Increased 47 |
BENJAMIN EDWARDS INC manages $344M across 690 positions as of Q1 2022. Top holdings: AAPL (3.3%), MSFT (2.1%), NEE (1.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 61 new positions, 89 exits, 434 increased. Top move: ABBV (INCREASED, conviction 63). Portfolio: $344M across 690 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer