BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings370 positions
APPLE INC | 26,298 | $3.5M | 2.7% | $61.30 | +110.15% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 56,547 | $3.1M | 2.4% | $45.07 | +1.93% | 3 qtrssince 2020-Q2 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 33,202 | $2.8M | 2.1% | $67.04 | +3.88% | 8 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 57,268 | $2.2M | 1.7% | $25.10 | +10.10% | 3 qtrssince 2020-Q2 | Decreased 0 |
ISHARES GOLD TRUST | 104,815 | $1.9M | 1.5% | — | — | — | Increased 51 |
SPDR SER TR | 54,388 | $1.9M | 1.5% | $26.20 | +16.61% | 3 qtrssince 2020-Q2 | Increased 44 |
GLOBAL X FDS | 81,375 | $1.9M | 1.4% | $9.38 | +30.40% | 4 qtrssince 2020-Q1 | Decreased 0 |
NEXTERA ENERGY INC | 24,030 | $1.9M | 1.4% | $48.13 | +38.03% | 8 qtrssince 2019-Q1 | Increased 66 |
SPDR SER TR | 33,355 | $1.8M | 1.4% | $43.16 | +22.44% | 3 qtrssince 2020-Q2 | Increased 42 |
FIRST TR EXCH TRADED FD III | 88,879 | $1.8M | 1.4% | $12.89 | +13.56% | 7 qtrssince 2019-Q2 | Decreased 0 |
QUALCOMM INC | 11,622 | $1.8M | 1.4% | $61.11 | +120.39% | 8 qtrssince 2019-Q1 | Increased 42 |
REPUBLIC SVCS INC | 17,770 | $1.7M | 1.3% | $73.68 | +21.35% | 8 qtrssince 2019-Q1 | Decreased 0 |
WATSCO INC | 7,018 | $1.6M | 1.2% | $129.21 | +48.85% | 8 qtrssince 2019-Q1 | Decreased 0 |
COCA COLA CO | 27,089 | $1.5M | 1.2% | $37.22 | +24.35% | 8 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 5,623 | $1.5M | 1.1% | $168.51 | +41.37% | 8 qtrssince 2019-Q1 | Decreased 0 |
AUTOMATIC DATA PROCESSING IN | 7,972 | $1.4M | 1.1% | $129.06 | +20.37% | 8 qtrssince 2019-Q1 | Increased 50 |
HOME DEPOT INC | 5,227 | $1.4M | 1.1% | $161.03 | +42.93% | 8 qtrssince 2019-Q1 | Decreased 0 |
SPDR INDEX SHS FDS | 40,486 | $1.4M | 1.1% | $28.45 | 0.00% | 1 qtr | New 58 |
ISHARES TR | 19,677 | $1.3M | 1.0% | $53.97 | +14.75% | 7 qtrssince 2019-Q2 | Increased 41 |
VERIZON COMMUNICATIONS INC | 21,510 | $1.3M | 1.0% | $36.49 | +11.89% | 8 qtrssince 2019-Q1 | Decreased 0 |
BENJAMIN EDWARDS INC manages $128.9M across 370 positions as of Q4 2020. Top holdings: AAPL (2.7%), IGSB (2.4%), VCSH (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 40 new positions, 24 exits, 144 increased. Top move: NEE (INCREASED, conviction 66). Portfolio: $129M across 370 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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