BE

BENJAMIN EDWARDS INC

13F
BENJAMIN EDWARDS INC
Last update 2024-11-15 1078 Stocks (490 new)
Value $6.87 Bil Turnover 92 %
Countries:
Top Holdings: AAPL(2.73%)MSFT(1.94%)XMHQ(1.68%)HYBB(1.28%)MDYG(1.27%)
Portfolio Report
Summary Stock Picks Current Portfolio
BENJAMIN EDWARDS INC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
803,936
187381.640
+865.62%
2.730
+2.45%
0.010
+3.52%
-5.42%
3580182.678
Hardware
MSFT 		Microsoft Corp
309,237
133172.270
+628.11%
1.940
+1.67%
0.000
+0.95%
-0.60%
3114843.301
Software
XMHQ 		Invesco S&P MidCap Quality ETF
1,122,759
115172.470
+2,305.02%
1.680
+1.61%
1.930
-3.93%
-0.48%
5953.500
 
HYBB 		iShares BB Rated Corporate Bond ETF
1,852,092
87695.860
+1,065.10%
1.280
+1.17%
23.150
-0.77%
-0.23%
383.212
 
MDYG 		SPDR S&P 400 Mid Cap Growth ETF
992,944
87121.610
+6,605.46%
1.270
+1.25%
3.190
-0.83%
-0.30%
2767.964
 
HD 		The Home Depot Inc
207,640
84165.520
+1,774.85%
1.230
+1.16%
0.020
-4.39%
+0.23%
387302.149
Retail - Cyclical
SCHF 		Schwab International Equity ETF
3,959,690
81409.730
+16,956.60%
1.190
+1.18%
0.100
-6.76%
-0.54%
39589.440
 
IUSV 		ISHARES TRUST
834,196
79658.180
+10,714.05%
1.160
+1.15%
0.410
-3.32%
-1.44%
19602.761
 
IUSG 		ISHARES TRUST
599,022
79018.490
+10,090.92%
1.150
+1.14%
0.400
+4.32%
-0.55%
21065.840
 
GLDM 		SPDR Gold MiniShares Trust
1,432,715
74685.840
+1,804.98%
1.090
+1.03%
0.830
+3.09%
+3.29%
9572.281
 

BENJAMIN EDWARDS INC's Historical Top Holdings Breakdowns

BENJAMIN EDWARDS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AAPL 		Apple Inc2024-09-30Add
+2.45%
●
207.23 ($223.32) 234.82
$236.85
6.06%
Add 865.62%
803,936
720,680
MSFT 		Microsoft Corp2024-09-30Add
+1.67%
●
395.15 ($427.47) 467.56
$418.95
-1.99%
Add 628.11%
309,237
266,766
XMHQ 		Invesco S&P MidCap Quality ETF2024-09-30Add
+1.61%
●
94.31 ($99.03) 103.26
$98.00
-1.04%
Add 2305.02%
1,122,759
1,076,075
SPDW 		SPDR Portfolio Developed World ex-US ETF2023-03-31New Buy
+1.50%
●
29.83 ($31.57) 32.71
$33.92
7.44%
New holding
191,819
191,819
IEI 		iShares 3-7 Year Treasury Bond ETF2023-03-31New Buy
+1.29%
●
113.35 ($115.83) 118.2
$114.68
-0.99%
New holding
44,999
44,999
MDYG 		SPDR S&P 400 Mid Cap Growth ETF2024-09-30Add
+1.25%
●
81.1 ($85.38) 89.18
$86.63
1.46%
Add 6605.46%
992,944
978,136
BSV 		Vanguard Short-Term Bond ETF2023-03-31Reduce
-1.19%
●
74.54 ($75.52) 76.62
$76.98
1.93%
Reduce -95.55%
2,814
-60,419
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.18%
●
18.49 ($19.77) 20.77
$18.40
-6.93%
Add 16956.6%
3,959,690
1,968,238
SHY 		iShares 1-3 Year Treasury Bond ETF2023-03-31Reduce
-1.18%
●
80.33 ($81.19) 82.34
$81.83
0.79%
Reduce -44.06%
69,923
-55,082
HYBB 		iShares BB Rated Corporate Bond ETF2024-09-30Add
+1.17%
●
45.77 ($46.64) 47.35
$45.90
-1.60%
Add 1065.1%
1,852,092
1,693,128

BENJAMIN EDWARDS INC Total Holding History ($B)

To

BENJAMIN EDWARDS INC's Asset Allocation

To

BENJAMIN EDWARDS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BENJAMIN EDWARDS INC's Hypothetical Growth since 2024-09-30

BENJAMIN EDWARDS INC's Yearly Returns

Year Portfolio % % Excess Gain %

BENJAMIN EDWARDS INC's Holdings Heat Map

Size field:

BENJAMIN EDWARDS INC's Holdings Bubble Chart

BENJAMIN EDWARDS INC News

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