Benjamin Edwards Inc Top Holdings and 13F Report (2025) About Benjamin Edwards IncInvestment ActivityBenjamin Edwards Inc has $8.85 billion in total holdings as of September 30, 2025.Benjamin Edwards Inc owns shares of 1,286 different stocks, but just 211 companies or ETFs make up 80% of its holdings.Approximately 10.43% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Benjamin Edwards Inc has purchased 1,143 new stocks and bought additional shares in 766 stocks.Benjamin Edwards Inc sold shares of 312 stocks and completely divested from 37 stocks this quarter.Largest Holdings Apple $244,791,303Microsoft $183,251,676SPDR Portfolio Developed World ex-US ETF $158,070,755SPDR Portfolio Mortgage Backed Bond ETF $129,682,679NVIDIA $120,051,169 Largest New Holdings this Quarter 46434V738 - iShares Core MSCI Europe ETF $30,907,050 Holding025072802 - Avantis International Small Cap Value ETF $22,753,767 Holding922020748 - VANGUARD MALVERN FDS $4,557,657 Holding018802108 - Alliant Energy $4,015,064 Holding689648103 - Otter Tail $3,143,445 Holding Largest Purchases this Quarter Apple 163,396 shares (about $41.61M)NVIDIA 213,437 shares (about $39.82M)iShares Core MSCI Europe ETF 453,739 shares (about $30.91M)SPDR Portfolio Developed World ex-US ETF 631,129 shares (about $27.01M)iShares 1-5 Year Investment Grade Corporate Bond ETF 461,505 shares (about $24.47M) Largest Sales this Quarter iShares 3-7 Year Treasury Bond ETF 315,319 shares (about $37.68M)iShares 10-20 Year Treasury Bond ETF 229,455 shares (about $23.63M)SPDR S&P 400 Mid Cap Value ETF 241,006 shares (about $20.10M)Consumer Staples Select Sector SPDR Fund 245,615 shares (about $19.25M)SPDR Portfolio Mortgage Backed Bond ETF 456,315 shares (about $10.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenjamin Edwards Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$244,791,303$41,610,839 ▲20.5%961,2382.8%Computer and TechnologyMSFTMicrosoft$183,251,676$16,558,209 ▲9.9%353,6832.1%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$158,070,755$27,005,842 ▲20.6%3,694,1281.8%ETFSPMBSPDR Portfolio Mortgage Backed Bond ETF$129,682,679$10,239,617 ▼-7.3%5,779,1371.5%ETFNVDANVIDIA$120,051,169$39,823,447 ▲49.6%643,4241.4%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$111,418,543$3,575,271 ▲3.3%677,1241.3%ManufacturingIUSViShares Core S&P U.S. Value ETF$107,409,188$6,155,011 ▲6.1%1,074,5961.2%ManufacturingHDHome Depot$102,624,725$5,661,581 ▲5.8%253,1731.2%Retail/WholesaleTLHiShares 10-20 Year Treasury Bond ETF$96,228,559$23,631,635 ▼-19.7%934,3461.1%ETFSCHFSchwab International Equity ETF$91,636,829$5,280,939 ▲6.1%3,936,3861.0%ETFAPHAmphenol$90,465,749$1,774,979 ▲2.0%731,0231.0%Computer and TechnologyABBVAbbVie$89,497,891$2,800,688 ▲3.2%386,4721.0%MedicalWMTWalmart$87,002,618$7,511,248 ▲9.4%844,1791.0%Retail/WholesaleGLDMSPDR Gold MiniShares Trust$86,350,745$3,059,107 ▲3.7%1,129,5211.0%FinanceAVGOBroadcom$84,037,896$202,596 ▼-0.2%254,6910.9%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$83,772,759$4,578,898 ▼-5.2%1,514,0540.9%ETFCOSTCostco Wholesale$80,319,456$13,684,165 ▲20.5%86,7280.9%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$77,347,590$9,539,638 ▲14.1%740,0840.9%ETFCASYCasey's General Stores$75,254,775$1,729,702 ▲2.4%133,0890.9%Retail/WholesaleMCDMcDonald's$72,709,015$1,949,094 ▲2.8%239,1560.8%Retail/WholesaleWECWEC Energy Group$71,468,033$609,678 ▲0.9%623,6240.8%UtilitiesMAMastercard$71,070,145$7,252,625 ▲11.4%124,9010.8%Business ServicesADPAutomatic Data Processing$69,649,767$1,108,931 ▲1.6%237,2260.8%Computer and TechnologyXOMExxon Mobil$69,130,822$2,456,603 ▲3.7%613,0760.8%EnergyVCITVanguard Intermediate-Term Corporate Bond ETF$66,252,873$6,725,126 ▲11.3%787,6900.7%ETFAMZNAmazon.com$63,723,135$17,586,927 ▲38.1%290,2210.7%Retail/WholesaleSNASnap-On$63,602,027$623,233 ▲1.0%183,4890.7%Consumer DiscretionaryREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$63,086,456$1,557,458 ▼-2.4%739,2350.7%ETFPGProcter & Gamble$61,240,421$1,666,870 ▲2.8%398,5530.7%Consumer StaplesATOAtmos Energy$61,128,042$1,027,655 ▲1.7%357,9690.7%UtilitiesSYKStryker$60,693,316$775,057 ▲1.3%164,1340.7%MedicalRSGRepublic Services$60,525,008$1,421,239 ▲2.4%263,6930.7%Business ServicesWSOWatsco$59,266,194$7,317,828 ▲14.1%146,5330.7%ConstructionTSCOTractor Supply$58,309,508$679,308 ▼-1.2%1,025,3180.7%Retail/WholesaleVZVerizon Communications$57,120,871$1,262,021 ▲2.3%1,299,6820.6%Computer and TechnologyMDYGSPDR S&P 400 Mid Cap Growth ETF$55,413,131$10,465,998 ▲23.3%605,2030.6%ETFQCOMQUALCOMM$55,200,687$186,022 ▼-0.3%331,7580.6%Computer and TechnologyTXNTexas Instruments$54,573,024$1,853,474 ▲3.5%296,9980.6%Computer and TechnologyITWIllinois Tool Works$52,625,125$1,675,110 ▲3.3%201,7530.6%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$51,797,803$3,114,940 ▲6.4%648,0420.6%ETFTMUST-Mobile US$51,638,046$314,581 ▲0.6%215,6910.6%Computer and TechnologyFASTFastenal$49,753,664$9,444,723 ▼-16.0%1,014,5620.6%Retail/WholesaleGOOGLAlphabet$49,571,933$15,499,601 ▲45.5%203,9090.6%Computer and TechnologyACNAccenture$49,097,669$1,510,436 ▼-3.0%199,0320.6%Computer and TechnologySHWSherwin-Williams$49,018,603$574,289 ▲1.2%141,5190.6%Basic MaterialsCTVACorteva$47,972,723$1,527,391 ▲3.3%709,3560.5%Consumer StaplesSPGIS&P Global$47,948,422$858,856 ▲1.8%98,4810.5%FinanceTBILUS Treasury 3 Month Bill ETF$47,788,200$7,894,449 ▲19.8%955,7460.5%ETFAWKAmerican Water Works$47,011,412$442,929 ▲1.0%337,7300.5%UtilitiesINTUIntuit$46,666,023$1,218,182 ▲2.7%68,3030.5%Computer and TechnologyABTAbbott Laboratories$46,455,133$1,699,101 ▲3.8%346,7660.5%MedicalMKCMcCormick & Company, Incorporated$46,036,148$6,209,171 ▲15.6%688,0320.5%Consumer StaplesMETAMeta Platforms$45,467,077$7,250,908 ▲19.0%61,9090.5%Computer and TechnologyJPMJPMorgan Chase & Co.$44,257,610$3,407,029 ▲8.3%140,2670.5%FinanceMSIMotorola Solutions$43,351,875$1,177,123 ▲2.8%94,7970.5%Computer and TechnologyNDAQNasdaq$42,895,907$530,194 ▲1.3%484,9510.5%FinanceCTASCintas$42,697,016$1,351,075 ▲3.3%208,0060.5%Business ServicesBRBroadridge Financial Solutions$42,273,723$436,197 ▲1.0%177,4500.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$42,262,620$21,330,175 ▲101.9%63,4370.5%FinanceMRKMerck & Co., Inc.$41,458,737$1,651,853 ▲4.1%493,9350.5%MedicalAJGArthur J. Gallagher & Co.$40,189,711$1,321,078 ▲3.4%129,7190.5%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$39,526,269$20,102,661 ▼-33.7%473,8710.4%ETFEOGEOG Resources$39,025,993$384,510 ▲1.0%348,0280.4%EnergyTCW ETF TRUST$37,660,190$105,795 ▲0.3%973,9470.4%CORE PLUS BONDCGDVCapital Group Dividend Value ETF$36,991,708$2,799,141 ▲8.2%880,1310.4%ETFVVisa$36,348,968$8,809,884 ▲32.0%106,4490.4%Business ServicesSCHHSchwab U.S. REIT ETF$36,225,699$2,530,305 ▲7.5%1,679,5530.4%ETFVCLTVanguard Long-Term Corporate Bond ETF$35,624,781$1,742,980 ▲5.1%458,7740.4%ManufacturingVEAVanguard FTSE Developed Markets ETF$34,762,505$271,501 ▼-0.8%580,1410.4%ETFSTESTERIS$34,695,714$678,372 ▲2.0%140,1900.4%MedicalHYBBiShares BB Rated Corporate Bond ETF$34,595,797$19,980,856 ▲136.7%731,2750.4%ETFZTSZoetis$34,404,098$497,200 ▲1.5%235,1270.4%MedicalQQQInvesco QQQ$33,611,472$841,968 ▲2.6%55,9680.4%FinanceIEIiShares 3-7 Year Treasury Bond ETF$33,404,678$37,683,728 ▼-53.0%279,5140.4%ETFVOEVanguard Mid-Cap Value ETF$33,059,541$943,072 ▲2.9%189,3330.4%ETFGOOGAlphabet$33,007,458$3,037,542 ▲10.1%135,5270.4%Computer and TechnologyTRIThomson Reuters$31,618,559$571,773 ▲1.8%203,5560.4%Business ServicesMDLZMondelez International$31,517,916$835,715 ▼-2.6%504,5340.4%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$31,370,218$941,227 ▲3.1%106,7530.4%ETFIEURiShares Core MSCI Europe ETF$30,907,050$30,907,050 ▲New Holding453,7390.3%ETFGLDSPDR Gold Shares$30,774,351$17,526,539 ▲132.3%86,5750.3%FinanceIVViShares Core S&P 500 ETF$30,727,118$756,178 ▲2.5%45,8360.3%ETFEQIXEquinix$29,827,561$326,027 ▲1.1%38,0590.3%FinanceIBMInternational Business Machines$29,260,407$324,256 ▼-1.1%103,6840.3%Computer and TechnologyNEENextEra Energy$28,778,112$4,676,661 ▲19.4%381,2130.3%UtilitiesRDVYFirst Trust Rising Dividend Achievers ETF$27,092,005$2,398,129 ▲9.7%402,6980.3%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$26,476,126$24,473,215 ▲1,221.9%499,2750.3%ManufacturingSPHYSPDR Portfolio High Yield Bond ETF$26,465,595$2,108,162 ▲8.7%1,105,5820.3%ETFBDXBecton, Dickinson and Company$26,060,118$2,666,712 ▲11.4%139,1880.3%MedicalSDYSPDR S&P Dividend ETF$25,683,903$604,892 ▼-2.3%183,3860.3%ETFLMTLockheed Martin$25,299,081$3,689,449 ▲17.1%50,6400.3%AerospaceJKHYJack Henry & Associates$25,274,418$1,749,936 ▲7.4%169,6770.3%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$25,230,492$1,980,422 ▲8.5%545,5250.3%ETFSCHESchwab Emerging Markets Equity ETF$25,027,136$1,518,633 ▲6.5%750,0560.3%ETFXLKTechnology Select Sector SPDR Fund$25,026,659$419,427 ▲1.7%88,7870.3%ETFVANGUARD INSTL INDEX FD$24,608,341$1,040,905 ▼-4.1%325,4460.3%0-3 MO TREAS BILADIAnalog Devices$24,302,249$1,172,907 ▲5.1%98,8950.3%Computer and TechnologyCGGRCapital Group Growth ETF$23,944,136$5,973,144 ▲33.2%545,1860.3%ETFJNJJohnson & Johnson$23,781,486$554,826 ▲2.4%128,2460.3%MedicalMDTMedtronic$23,713,274$407,063 ▲1.7%248,9800.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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