StockDriftsStockDriftsTop 50 Benjamin F. Edwards & Company, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.6% | 702.4K | $148K | +2.32%(+15.92K) | — | 2024-06-30 | |
| MSFT | MICROSOFT CORP | 1.99% | 253.1K | $113K | +1.14%(+2.86K) | — | 2024-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 1.67% | 979.2K | $95K | -4.34%(-44.42K) | — | 2024-06-30 | |
| HYBB | ISHARES TR | 1.63% | 2.01M | $93K | +10.98%(+199.24K) | — | 2024-06-30 | |
| IUSG | ISHARES TR | 1.3% | 579.8K | $74K | -2.76%(-16.43K) | — | 2024-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.29% | 1.91M | $73K | -2.51%(-49.17K) | — | 2024-06-30 | |
| CALF | PACER FDS TR | 1.22% | 1.59M | $69K | -4.04%(-66.83K) | — | 2024-06-30 | |
| IUSV | ISHARES TR | 1.2% | 773.5K | $68K | +0.47%(+3.62K) | — | 2024-06-30 | |
| HD | HOME DEPOT INC | 1.11% | 184.2K | $63K | +2.17%(+3.90K) | — | 2024-06-30 | |
| COST | COSTCO WHSL CORP NEW | 1.08% | 72.3K | $61K | +3.80%(+2.65K) | — | 2024-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Benjamin F. Edwards & Company, Inc. reports $5.69M in US-listed equity holdings across 2,847 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (2.6%), MSFT (2.0%) and XMHQ (1.7%). Figures reflect the Q2 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Benjamin F. Edwards & Company, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1445065). View Benjamin F. Edwards & Company, Inc.’s 13F filings on SEC