BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q2 2021
Top Holdings406 positions
APPLE INC | 26,755 | $3.7M | 2.5% | $67.16 | +98.61% | 10 qtrssince 2019-Q1 | Increased 50 |
VANGUARD SCOTTSDALE FDS | 38,105 | $3.2M | 2.2% | $67.70 | +2.90% | 10 qtrssince 2019-Q1 | Increased 58 |
SPDR INDEX SHS FDS | 75,913 | $2.8M | 1.9% | $29.14 | +7.89% | 3 qtrssince 2020-Q4 | Increased 43 |
ISHARES TR | 53,018 | $2.1M | 1.4% | $25.37 | +13.53% | 5 qtrssince 2020-Q2 | Increased 44 |
NEXTERA ENERGY INC | 26,751 | $2M | 1.3% | $49.84 | +27.97% | 10 qtrssince 2019-Q1 | Increased 46 |
REPUBLIC SVCS INC | 17,661 | $1.9M | 1.3% | $73.92 | +39.30% | 10 qtrssince 2019-Q1 | Increased 41 |
FIRST TR EXCH TRADED FD III | 88,557 | $1.8M | 1.3% | $12.90 | +18.47% | 9 qtrssince 2019-Q2 | Increased 40 |
VERIZON COMMUNICATIONS INC | 32,213 | $1.8M | 1.2% | $37.60 | +5.79% | 10 qtrssince 2019-Q1 | Increased 55 |
HOME DEPOT INC | 5,573 | $1.8M | 1.2% | $174.95 | +59.76% | 10 qtrssince 2019-Q1 | Decreased 0 |
DOLLAR GEN CORP NEW | 8,162 | $1.8M | 1.2% | $187.98 | +5.13% | 9 qtrssince 2019-Q2 | Increased 57 |
WATSCO INC | 6,124 | $1.8M | 1.2% | $129.87 | +90.13% | 10 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 44,289 | $1.8M | 1.2% | $26.20 | +35.64% | 5 qtrssince 2020-Q2 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 77,594 | $1.7M | 1.2% | $15.66 | +0.66% | 2 qtrssince 2021-Q1 | Increased 51 |
ACCENTURE PLC IRELAND | 5,624 | $1.7M | 1.1% | $169.63 | +59.52% | 10 qtrssince 2019-Q1 | Increased 41 |
SPDR SERIES TRUST | 18,622 | $1.6M | 1.1% | $66.18 | +16.40% | 5 qtrssince 2020-Q2 | Increased 51 |
AUTOMATIC DATA PROCESSING IN | 7,994 | $1.6M | 1.1% | $129.59 | +36.46% | 10 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 21,432 | $1.6M | 1.1% | $54.96 | +23.04% | 9 qtrssince 2019-Q2 | Increased 43 |
ISHARES GOLD TR | 46,734 | $1.6M | 1.1% | $31.46 | +6.58% | 10 qtrssince 2019-Q1 | New 58 |
TRACTOR SUPPLY CO | 7,228 | $1.3M | 0.9% | $16.03 | +111.08% | 7 qtrssince 2019-Q4 | Decreased 0 |
ILLINOIS TOOL WKS INC | 5,995 | $1.3M | 0.9% | $123.62 | +59.68% | 10 qtrssince 2019-Q1 | Decreased 0 |
BENJAMIN EDWARDS INC manages $145.6M across 406 positions as of Q2 2021. Top holdings: AAPL (2.5%), VCSH (2.2%), SPDW (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 70 new positions, 40 exits, 154 increased. Top move: VCSH (INCREASED, conviction 58). Portfolio: $146M across 406 positions.
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Portfolio allocation by GICS sector
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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