Institutions / Benjamin F. Edwards & Company, Inc.
Benjamin F. Edwards & Company, Inc.
CIK 1445065 · Institution · as of Dec 31, 2021
Portfolio value
$2.25B
Positions
1,713
As of
Dec 31, 2021
Portfolio trend
Portfolio value
$2.25B+13.0%Positions
1,713+0.1%Top holdings
Dec 31, 2021View all 1,713 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Index Shs Fds | $65.71M | 2.9% |
| SPDR Ser Tr | $53.13M | 2.4% |
| Apple Inc. | $51.96M | 2.3% |
| SPDR Ser Tr | $47.06M | 2.1% |
| iShares Tr | $45.68M | 2.0% |
| iShares Tr | $42.19M | 1.9% |
| iShares Gold Tr | $41.27M | 1.8% |
| Schwab Strategic Tr | $39.76M | 1.8% |
| Vanguard Scottsdale Fds | $39.11M | 1.7% |
| First Tr Value Line Divid in | $31.54M | 1.4% |
| Microsoft Corp | $31.52M | 1.4% |
| SPDR Ser Tr | $29.19M | 1.3% |
| SPDR Ser Tr | $25.46M | 1.1% |
| iShares Tr | $24.58M | 1.1% |
| SPDR Ser Tr | $20.56M | 0.9% |
| First Tr Exchange-Traded Fd | $19.95M | 0.9% |
| Amazon Com Inc | $18.85M | 0.8% |
| First Trust Exchange-Traded Fund | $18.76M | 0.8% |
| Vanguard Tax-Managed Intl Fd | $18.52M | 0.8% |
| Lowes Companies Inc | $18.04M | 0.8% |
| Johnson & Johnson | $17.89M | 0.8% |
| Vanguard Index Fds | $17.64M | 0.8% |
| Vanguard Index Fds | $17.04M | 0.8% |
| Nextera Energy Inc | $16.89M | 0.8% |
| Broadcom Inc. | $16.63M | 0.7% |
Activity
Dec 31, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 5 quarters of holdings.