BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings690 positions
Apple Inc | 64,910 | $11.3M | 3.3% | $128.04 | +33.38% | 13 qtrssince 2019-Q1 | Increased 58 |
Microsoft Corp | 23,585 | $7.3M | 2.1% | $286.91 | +3.53% | 13 qtrssince 2019-Q1 | Increased 57 |
NextEra Energy Inc | 78,638 | $6.7M | 1.9% | $70.71 | +5.78% | 13 qtrssince 2019-Q1 | Decreased 0 |
Accenture PLC | 16,048 | $5.4M | 1.6% | $294.22 | +6.10% | 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 Co Inc | 50,967 | $5.1M | 1.5% | $73.83 | +14.94% | 13 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 18,613 | $5.1M | 1.5% | $28.57 | -4.88% | 3 qtrssince 2021-Q3 | Increased 57 |
Xcel Energy Inc | 65,296 | $4.7M | 1.4% | $56.04 | +11.19% | 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% | $55.71 | +2.35% | 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% | $193.58 | +27.31% | 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% | $158.78 | +2.65% | 13 qtrssince 2019-Q1 | Increased 50 |
SPDR INDEX SHS FDS | 100,061 | $3.4M | 1.0% | $29.84 | -0.17% | 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 Score: 2/5.0.
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
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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
Verify source filings on SEC EDGAR