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Size ($ in 1000's)
At 12/31/2023: $458,692
At 09/30/2023: $422,356
Benjamin Edwards Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Benjamin Edwards Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Benjamin Edwards Inc. top holdings by largest position size, as per the latest 13f filing made by Benjamin Edwards Inc..
In the Benjamin Edwards Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Benjamin Edwards Inc. in that top holding, then the share count change between reporting periods, and finally the Benjamin Edwards Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
40,010 |
-448 |
$15,045 | | MSFT | 40,010 | -448 | $15,045 | | APPLE INC |
74,103 |
-165 |
$14,267 | | AAPL | 74,103 | -165 | $14,267 | | NVIDIA CORPORATION |
20,925 |
-1,410 |
$10,362 | | NVDA | 20,925 | -1,410 | $10,362 | | ACCENTURE PLC IRELAND |
26,033 |
-57 |
$9,135 | | ACN | 26,033 | -57 | $9,135 | | COSTCO WHSL CORP NEW |
10,437 |
+3 |
$6,889 | | COST | 10,437 | +3 | $6,889 | | ABBVIE INC |
40,005 |
+4,376 |
$6,200 | | ABBV | 40,005 | +4,376 | $6,200 | | AMAZON COM INC |
39,967 |
+2,680 |
$6,073 | | AMZN | 39,967 | +2,680 | $6,073 | | ISHARES TR (HYBB) |
127,447 |
+33,212 |
$5,864 | | HYBB | 127,447 | +33,212 | $5,864 | | ABBOTT LABS |
50,889 |
+1,856 |
$5,601 | | ABT | 50,889 | +1,856 | $5,601 | | ILLINOIS TOOL WKS INC |
20,147 |
+3,042 |
$5,277 | | ITW | 20,147 | +3,042 | $5,277 | | AMERICAN ELEC PWR CO INC |
61,558 |
-3,047 |
$5,000 | | AEP | 61,558 | -3,047 | $5,000 | | WEC ENERGY GROUP INC |
58,334 |
+3,648 |
$4,910 | | WEC | 58,334 | +3,648 | $4,910 | | VANGUARD SCOTTSDALE FDS (VCSH) |
60,433 |
+286 |
$4,676 | | VCSH | 60,433 | +286 | $4,676 | | DEERE & CO |
11,525 |
+1,917 |
$4,609 | | DE | 11,525 | +1,917 | $4,609 | | JPMORGAN CHASE & CO |
25,710 |
+1,232 |
$4,373 | | JPM | 25,710 | +1,232 | $4,373 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
47,964 |
+19,415 |
$4,255 | | XMHQ | 47,964 | +19,415 | $4,255 | | HOME DEPOT INC |
12,114 |
+223 |
$4,198 | | HD | 12,114 | +223 | $4,198 | | TESLA INC |
16,402 |
+2,683 |
$4,076 | | TSLA | 16,402 | +2,683 | $4,076 | | WALMART INC |
25,683 |
-2,183 |
$4,049 | | WMT | 25,683 | -2,183 | $4,049 | | SCHWAB STRATEGIC TR |
80,896 |
-1,756 |
$4,022 | | SCHR | 80,896 | -1,756 | $4,022 | | CHEVRON CORP NEW |
26,876 |
-1,266 |
$4,009 | | CVX | 26,876 | -1,266 | $4,009 | | NEXTERA ENERGY INC |
64,017 |
-572 |
$3,888 | | NEE | 64,017 | -572 | $3,888 | | ISHARES TR (TLH) |
35,593 |
+35,593 |
$3,853 | | TLH | 35,593 | +35,593 | $3,853 | | QUALCOMM INC |
26,234 |
+12,738 |
$3,794 | | QCOM | 26,234 | +12,738 | $3,794 | | AMERICAN WTR WKS CO INC NEW |
28,226 |
-2,418 |
$3,726 | | AWK | 28,226 | -2,418 | $3,726 | | ALPHABET INC |
25,778 |
+2,595 |
$3,601 | | GOOGL | 25,778 | +2,595 | $3,601 | | ISHARES TR (IEI) |
30,396 |
-8,786 |
$3,560 | | IEI | 30,396 | -8,786 | $3,560 | | XCEL ENERGY INC |
57,139 |
-2,222 |
$3,537 | | XEL | 57,139 | -2,222 | $3,537 | | ENTERGY CORP NEW |
34,900 |
-556 |
$3,532 | | ETR | 34,900 | -556 | $3,532 | | BROADCOM INC |
3,141 |
+91 |
$3,506 | | AVGO | 3,141 | +91 | $3,506 | | IDACORP INC |
35,305 |
-583 |
$3,471 | | IDA | 35,305 | -583 | $3,471 | | CMS ENERGY CORP |
59,338 |
-718 |
$3,446 | | CMS | 59,338 | -718 | $3,446 | | ALLIANT ENERGY CORP |
66,640 |
-787 |
$3,419 | | LNT | 66,640 | -787 | $3,419 | | ROCKWELL AUTOMATION INC |
10,827 |
+165 |
$3,362 | | ROK | 10,827 | +165 | $3,362 | | MCDONALDS CORP |
11,320 |
-1,471 |
$3,357 | | MCD | 11,320 | -1,471 | $3,357 | | EXXON MOBIL CORP |
33,191 |
-483 |
$3,318 | | XOM | 33,191 | -483 | $3,318 | | MERCK & CO INC |
30,152 |
-86 |
$3,287 | | MRK | 30,152 | -86 | $3,287 | | VANGUARD SCOTTSDALE FDS (VGSH) |
56,234 |
-28,602 |
$3,280 | | VGSH | 56,234 | -28,602 | $3,280 | | VANGUARD SCOTTSDALE FDS (VCIT) |
39,565 |
-766 |
$3,216 | | VCIT | 39,565 | -766 | $3,216 | | APPLIED MATLS INC |
19,430 |
+2,468 |
$3,149 | | AMAT | 19,430 | +2,468 | $3,149 | | SPDR SER TR (MDYG) |
41,521 |
-3,116 |
$3,142 | | MDYG | 41,521 | -3,116 | $3,142 | | COMCAST CORP NEW |
70,932 |
+4,707 |
$3,110 | | CMCSA | 70,932 | +4,707 | $3,110 | | AMEREN CORP |
42,289 |
-322 |
$3,059 | | AEE | 42,289 | -322 | $3,059 | | PEPSICO INC |
17,539 |
-5,293 |
$2,979 | | PEP | 17,539 | -5,293 | $2,979 | | PACER FDS TR |
60,539 |
+12,523 |
$2,908 | | CALF | 60,539 | +12,523 | $2,908 | | SPDR SER TR (MDYV) |
38,467 |
-14,848 |
$2,823 | | MDYV | 38,467 | -14,848 | $2,823 | | AUTOMATIC DATA PROCESSING IN |
11,793 |
-6,086 |
$2,747 | | ADP | 11,793 | -6,086 | $2,747 | | PUBLIC SVC ENTERPRISE GRP IN |
44,081 |
-821 |
$2,696 | | PEG | 44,081 | -821 | $2,696 | | FIRST TR VALUE LINE DIVID IN (FVD) |
61,234 |
+12,627 |
$2,484 | | FVD | 61,234 | +12,627 | $2,484 | | ISHARES TR (IBDR) |
102,408 |
-5,765 |
$2,448 | | IBDR | 102,408 | -5,765 | $2,448 |
See Full List: All Stocks Held By Benjamin Edwards Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Benjamin Edwards Inc.
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