BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q3 2020
Top Holdings354 positions
iShares Short-Term Corporate Bond ETF | 67,334 | $3.7M | 3.1% | $45.07 | +0.70% | 2 qtrssince 2020-Q2 | Increased 61 |
Apple Inc | 29,914 | $3.5M | 2.9% | $61.30 | +83.10% | 7 qtrssince 2019-Q1 | Increased 73 |
VANGUARD SHORT-TERM CORP BOND ETF | 35,385 | $2.9M | 2.4% | $67.04 | +2.70% | 7 qtrssince 2019-Q1 | Decreased 0 |
NextEra Energy Inc | 8,227 | $2.3M | 1.9% | $48.13 | +23.57% | 7 qtrssince 2019-Q1 | Decreased 0 |
iShares Preferred & Income Securities ETF | 60,171 | $2.2M | 1.8% | $25.10 | +2.75% | 2 qtrssince 2020-Q2 | Increased 66 |
FIRST TR EXCH TRADED FD III | 96,971 | $1.9M | 1.5% | $12.89 | +6.56% | 6 qtrssince 2019-Q2 | Decreased 0 |
Republic Services Inc | 19,403 | $1.8M | 1.5% | $73.68 | +17.11% | 7 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCH TRADED FD TR II | 122,303 | $1.8M | 1.5% | $10.32 | +6.10% | 2 qtrssince 2020-Q2 | Decreased 0 |
Global X Nasdaq 100 Covered Call ETF | 83,253 | $1.8M | 1.5% | $9.38 | +19.31% | 3 qtrssince 2020-Q1 | Decreased 0 |
iShares JP Morgan USD Emerging Markets Bond ETF | 15,790 | $1.8M | 1.4% | $85.12 | 0.00% | 1 qtr | New 59 |
Watsco Inc | 7,310 | $1.7M | 1.4% | $129.21 | +51.87% | 7 qtrssince 2019-Q1 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWTH ETF | 31,963 | $1.6M | 1.3% | $42.73 | +11.79% | 2 qtrssince 2020-Q2 | Decreased 0 |
Home Depot Inc/The | 5,533 | $1.5M | 1.3% | $161.03 | +48.63% | 7 qtrssince 2019-Q1 | Increased 40 |
SPDR PORT S&P 500 VALUE ETF | 50,375 | $1.5M | 1.3% | $25.85 | +3.18% | 2 qtrssince 2020-Q2 | Increased 56 |
ISHARES GOLD TRUST ETF | 82,095 | $1.5M | 1.2% | $29.96 | +20.08% | 7 qtrssince 2019-Q1 | Increased 50 |
Wal-Mart Stores Inc | 10,353 | $1.4M | 1.2% | $35.43 | +21.77% | 7 qtrssince 2019-Q1 | Increased 40 |
Vanguard Intermediate-Term Corporate Bond ETF | 14,607 | $1.4M | 1.2% | $74.53 | +2.24% | 6 qtrssince 2019-Q2 | Decreased 0 |
Microsoft Corp | 6,616 | $1.4M | 1.1% | $167.96 | +19.09% | 7 qtrssince 2019-Q1 | Increased 49 |
Coca-Cola Co/The | 27,925 | $1.4M | 1.1% | $37.22 | +11.07% | 7 qtrssince 2019-Q1 | Increased 41 |
Tractor Supply Co | 9,609 | $1.4M | 1.1% | $15.83 | +63.18% | 4 qtrssince 2019-Q4 | Decreased 0 |
BENJAMIN EDWARDS INC manages $121.1M across 354 positions as of Q3 2020. Top holdings: IGSB (3.1%), AAPL (2.9%), VCSH (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 31 new positions, 46 exits, 136 increased. Top move: AAPL (INCREASED, conviction 73). Portfolio: $121M across 354 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