BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q3 2024
SEC EDGAR SourceSEC Filings
BENJAMIN EDWARDS INC manages $6.9B across 1082 positions as of Q3 2024. Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Q3 2024 Summary
Active quarter - 496 new positions, 136 exits, 569 increased. No standout high-conviction moves this quarter. Portfolio: $6.9B across 1082 positions.
Top holdings by portfolio weight
AAPL2.73%
MSFT1.94%
XMHQ1.68%
HYBB1.28%
MDYG1.27%
HD1.22%
SCHF1.18%
IUSV1.16%
IUSG1.15%
GLDM1.09%
Other1.00%
Portfolio allocation by GICS sector
Unknown38.81%
Technology14.78%
Industrials8.29%
Healthcare7.76%
Financial Services6.88%
Consumer Cyclical6.30%
Consumer Defensive5.09%
Utilities3.53%
Communication Services2.86%
Energy2.56%
Other3.15%
Behavioral investing profile
7-dimension quality assessment
Below Average(2.0 / 5.0)
Position Outcomes
Best and worst performing positions by estimated return
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Holdings1,082 positions
No holdings data available
No holdings data available for 2024-Q3. This filer may not have filed for this period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer