BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q4 2022
Top Holdings733 positions
iShares 1-3 Year Treasury Bond ETF | 125,005 | $10.1M | 2.7% | $71.73 | -0.44% | 5 qtrssince 2021-Q4 | Increased 77 |
Apple Inc | 73,185 | $9.5M | 2.5% | $128.73 | -0.84% | 16 qtrssince 2019-Q1 | Increased 47 |
Microsoft Corp | 36,404 | $8.7M | 2.3% | $270.59 | -13.99% | 16 qtrssince 2019-Q1 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 115,249 | $6.7M | 1.8% | $50.69 | -0.54% | 5 qtrssince 2021-Q4 | Increased 53 |
NextEra Energy Inc | 76,696 | $6.4M | 1.7% | $70.79 | +5.92% | 16 qtrssince 2019-Q1 | Increased 44 |
ISHARES TR | 143,431 | $6.4M | 1.7% | $34.36 | +2.32% | 3 qtrssince 2022-Q2 | Increased 63 |
American Electric Power Co Inc | 54,153 | $5.1M | 1.4% | $74.20 | +11.61% | 16 qtrssince 2019-Q1 | Increased 44 |
WEC Energy Group Inc | 53,111 | $5M | 1.3% | $79.46 | +3.31% | 16 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SHORT-TERM CORP BOND ETF | 65,236 | $4.9M | 1.3% | $65.90 | -0.88% | 16 qtrssince 2019-Q1 | Increased 49 |
Accenture PLC | 18,359 | $4.9M | 1.3% | $289.22 | -13.65% | 16 qtrssince 2019-Q1 | Increased 44 |
| 63,233 | $4.8M | 1.3% | — | — | — | Increased 50 | |
AbbVie Inc | 27,535 | $4.5M | 1.2% | $122.38 | +15.58% | 16 qtrssince 2019-Q1 | Increased 43 |
Merck & Co Inc | 40,001 | $4.4M | 1.2% | $71.20 | +39.33% | 16 qtrssince 2019-Q1 | Increased 47 |
NVIDIA Corp | 29,350 | $4.3M | 1.1% | $23.27 | -37.41% | 6 qtrssince 2021-Q3 | Increased 46 |
Abbott Laboratories | 35,423 | $3.9M | 1.0% | $110.57 | -8.04% | 16 qtrssince 2019-Q1 | Increased 44 |
Exxon Mobil Corp | 34,715 | $3.8M | 1.0% | $54.34 | +81.86% | 16 qtrssince 2019-Q1 | Decreased 0 |
Evergy Inc | 60,237 | $3.8M | 1.0% | $55.60 | -2.98% | 6 qtrssince 2021-Q3 | Increased 38 |
Automatic Data Processing Inc | 15,837 | $3.8M | 1.0% | $168.49 | +29.79% | 16 qtrssince 2019-Q1 | Increased 40 |
SPDR SER TR | 58,386 | $3.8M | 1.0% | $59.89 | +0.93% | 11 qtrssince 2020-Q2 | Increased 61 |
Home Depot Inc/The | 11,805 | $3.7M | 1.0% | $254.65 | +12.49% | 16 qtrssince 2019-Q1 | Increased 39 |
BENJAMIN EDWARDS INC manages $380.3M across 733 positions as of Q4 2022. Top holdings: SHY (2.7%), AAPL (2.5%), MSFT (2.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 59 new positions, 43 exits, 402 increased. Top move: SHY (INCREASED, conviction 77). Portfolio: $380M across 733 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR