BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q1 2024
Top Holdings716 positions
NVIDIA CORP | 19,757 | $17.9M | 3.5% | $23.27 | +287.18% | 11 qtrssince 2021-Q3 | Decreased 0 |
MICROSOFT CORP | 41,412 | $17.4M | 3.5% | $277.60 | +48.67% | 21 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 76,231 | $13.1M | 2.6% | $131.52 | +28.98% | 21 qtrssince 2019-Q1 | Increased 49 |
ACCENTURE PLC-CL A | 27,145 | $9.4M | 1.9% | $287.51 | +15.03% | 21 qtrssince 2019-Q1 | Increased 45 |
COSTCO WHOLESALE CORP | 10,992 | $8.1M | 1.6% | $477.18 | +51.40% | 19 qtrssince 2019-Q3 | Increased 46 |
ABBVIE INC | 42,856 | $7.8M | 1.6% | $128.67 | +30.11% | 21 qtrssince 2019-Q1 | Increased 46 |
AMAZON.COM INC | 41,270 | $7.4M | 1.5% | $133.47 | +35.14% | 21 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 153,173 | $7.1M | 1.4% | $36.22 | +8.88% | 8 qtrssince 2022-Q2 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 80,040 | $6.2M | 1.2% | $66.87 | +4.27% | 21 qtrssince 2019-Q1 | Increased 55 |
ABBOTT LABORATORIES | 53,773 | $6.1M | 1.2% | $106.45 | +1.35% | 21 qtrssince 2019-Q1 | Increased 45 |
ILLINOIS TOOL WORKS | 21,632 | $5.8M | 1.2% | $190.43 | +32.55% | 21 qtrssince 2019-Q1 | Increased 46 |
INVESCO EXCHANGE TRADED FD T | 50,049 | $5.5M | 1.1% | $79.79 | +29.90% | 4 qtrssince 2023-Q2 | Increased 45 |
DEERE & CO | 13,213 | $5.4M | 1.1% | $351.37 | +13.40% | 21 qtrssince 2019-Q1 | Increased 49 |
JPMORGAN CHASE & CO | 27,034 | $5.4M | 1.1% | $132.62 | +43.31% | 21 qtrssince 2019-Q1 | Increased 45 |
WEC ENERGY GROUP INC | 57,966 | $4.8M | 0.9% | $79.32 | -5.08% | 21 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN ELECTRIC POWER | 53,807 | $4.6M | 0.9% | $74.31 | +6.38% | 21 qtrssince 2019-Q1 | Decreased 0 |
APPLIED MATERIALS INC | 22,421 | $4.6M | 0.9% | $141.03 | +43.55% | 15 qtrssince 2020-Q3 | Increased 44 |
WALMART INC | 76,843 | $4.6M | 0.9% | $43.90 | +33.77% | 21 qtrssince 2019-Q1 | Increased 61 |
QUALCOMM INC | 27,282 | $4.6M | 0.9% | $109.67 | +46.53% | 21 qtrssince 2019-Q1 | Increased 39 |
BROADCOM INC | 3,379 | $4.5M | 0.9% | $64.88 | +99.52% | 11 qtrssince 2021-Q3 | Increased 41 |
BENJAMIN EDWARDS INC manages $503.2M across 716 positions as of Q1 2024. Top holdings: NVDA (3.5%), MSFT (3.5%), AAPL (2.6%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 123 new positions, 53 exits, 339 increased. Top move: WMT (INCREASED, conviction 61). Portfolio: $503M across 716 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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