StockDrifts LogoStockDrifts

Benjamin Edwards Inc

Portfolio Manager
Benjamin Edwards Inc
Performance
+1.06% (2025 Q4)
AUM (13F)
$10.06B
# of Holdings
1350
Performance Rank
Allocation (Top 20)
23.42%

Benjamin Edwards Inc Holdings Map

Top 50 Benjamin Edwards Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
2.42%957.2K$242.9M
-0.70%(-6.76K)
2025-Q1: 831.3K shares2025-Q2: 797.8K shares2025-Q3: 961.2K shares2025-Q4: 963.9K shares2026-Q1: 957.2K shares
$211.75(+40.83%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
1.76%3.88M$176.9M
-3.70%(-149.04K)
2025-Q1: 0 shares2025-Q2: 3.06M shares2025-Q3: 3.69M shares2025-Q4: 4.02M shares2026-Q1: 3.88M shares
$39.44(+27.39%)
2026-03-31
MSFT
MICROSOFT CORP
1.49%405.6K$150.2M
+2.99%(+11.77K)
2025-Q1: 300.0K shares2025-Q2: 321.6K shares2025-Q3: 353.7K shares2025-Q4: 393.8K shares2026-Q1: 405.6K shares
$434.64(-5.80%)
2026-03-31
SPMB
SPDR SERIES TRUST
1.43%6.43M$143.9M
+5.02%(+307.32K)
2025-Q1: 5.00M shares2025-Q2: 6.24M shares2025-Q3: 5.78M shares2025-Q4: 6.12M shares2026-Q1: 6.43M shares
$22.05(+0.76%)
2026-03-31
SPYG
SPDR SERIES TRUST
1.34%1.38M$134.7M
+2.48%(+33.33K)
2025-Q1: 754.4K shares2025-Q2: 648.8K shares2025-Q3: 740.1K shares2025-Q4: 1.34M shares2026-Q1: 1.38M shares
$94.05(+27.89%)
2026-03-31
IUSV
ISHARES TR
1.33%1.31M$134.3M
+14.36%(+164.90K)
2025-Q1: 972.1K shares2025-Q2: 1.01M shares2025-Q3: 1.07M shares2025-Q4: 1.15M shares2026-Q1: 1.31M shares
$93.95(+15.93%)
2026-03-31
IUSG
ISHARES TR
1.21%787.3K$122.1M
+10.55%(+75.16K)
2025-Q1: 628.8K shares2025-Q2: 655.4K shares2025-Q3: 677.1K shares2025-Q4: 712.2K shares2026-Q1: 787.3K shares
$135.30(+40.16%)
2026-03-31
CGXU
CAPITAL GROUP INTL FOCUS EQT
1.19%4.07M$120.2M
+5041.70%(+4.00M)
2025-Q1: 59.6K shares2025-Q2: 54.2K shares2025-Q3: 77.0K shares2025-Q4: 79.2K shares2026-Q1: 4.07M shares
$29.47(+13.44%)
2026-03-31
SPYV
SPDR SERIES TRUST
1.11%1.98M$112.1M
+30.00%(+457.34K)
2025-Q1: 1.29M shares2025-Q2: 1.60M shares2025-Q3: 1.51M shares2025-Q4: 1.52M shares2026-Q1: 1.98M shares
$52.13(+15.70%)
2026-03-31
NVDA
NVIDIA CORPORATION
1.11%639.6K$111.6M
+0.47%(+2.98K)
2025-Q1: 405.3K shares2025-Q2: 430.0K shares2025-Q3: 643.4K shares2025-Q4: 636.7K shares2026-Q1: 639.6K shares
$119.50(+97.27%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Benjamin Edwards Inc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all