StockDrifts LogoStockDrifts

Benjamin F. Edwards & Company, Inc.

Portfolio Manager
Benjamin F. Edwards & Company, Inc.
Performance
0% (N/A)
AUM (13F)
$5.69M
# of Holdings
2847
Performance Rank
N/A
Allocation (Top 20)
N/A

Benjamin F. Edwards & Company, Inc. Holdings Map

Top 50 Benjamin F. Edwards & Company, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
2.6%702.4K$148K
+2.32%(+15.92K)
2023-Q2: 318.3K shares2023-Q3: 305.0K shares2023-Q4: 686.7K shares2024-Q1: 686.5K shares2024-Q2: 702.4K shares2024-06-30
MSFT
MICROSOFT CORP
1.99%253.1K$113K
+1.14%(+2.86K)
2023-Q2: 120.3K shares2023-Q3: 114.8K shares2023-Q4: 252.6K shares2024-Q1: 250.2K shares2024-Q2: 253.1K shares2024-06-30
XMHQ
INVESCO EXCHANGE TRADED FD T
1.67%979.2K$95K
-4.34%(-44.42K)
2023-Q2: 647.2K shares2023-Q3: 627.3K shares2023-Q4: 1.03M shares2024-Q1: 1.02M shares2024-Q2: 979.2K shares2024-06-30
HYBB
ISHARES TR
1.63%2.01M$93K
+10.98%(+199.24K)
2023-Q2: 925.2K shares2023-Q3: 1.03M shares2023-Q4: 1.26M shares2024-Q1: 1.81M shares2024-Q2: 2.01M shares2024-06-30
IUSG
ISHARES TR
1.3%579.8K$74K
-2.76%(-16.43K)
2023-Q2: 559.7K shares2023-Q3: 569.1K shares2023-Q4: 598.9K shares2024-Q1: 596.3K shares2024-Q2: 579.8K shares2024-06-30
SCHF
SCHWAB STRATEGIC TR
1.29%1.91M$73K
-2.51%(-49.17K)
2023-Q2: 1.86M shares2023-Q3: 1.93M shares2023-Q4: 2.00M shares2024-Q1: 1.96M shares2024-Q2: 1.91M shares2024-06-30
CALF
PACER FDS TR
1.22%1.59M$69K
-4.04%(-66.83K)
2023-Q2: 879.6K shares2023-Q3: 844.0K shares2023-Q4: 1.33M shares2024-Q1: 1.65M shares2024-Q2: 1.59M shares2024-06-30
IUSV
ISHARES TR
1.2%773.5K$68K
+0.47%(+3.62K)
2023-Q2: 667.2K shares2023-Q3: 683.2K shares2023-Q4: 721.5K shares2024-Q1: 769.9K shares2024-Q2: 773.5K shares2024-06-30
HD
HOME DEPOT INC
1.11%184.2K$63K
+2.17%(+3.90K)
2023-Q2: 50.4K shares2023-Q3: 39.9K shares2023-Q4: 179.7K shares2024-Q1: 180.3K shares2024-Q2: 184.2K shares2024-06-30
COST
COSTCO WHSL CORP NEW
1.08%72.3K$61K
+3.80%(+2.65K)
2023-Q2: 22.5K shares2023-Q3: 20.7K shares2023-Q4: 67.5K shares2024-Q1: 69.6K shares2024-Q2: 72.3K shares2024-06-30

Unlock alerts, watchlists & AI chat

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

More 13F analyses

View all