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Showing Q2 2024 data
BENJAMIN F. EDWARDS & COMPANY, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BENJAMIN F. EDWARDS & COMPANY, INC.
โขCIK: 1445065โขFiling: Q2 2024
**BENJAMIN F. EDWARDS & COMPANY, INC.** manages $5.7B across a diversified portfolio of 2,123 positions. The firm maintains significant exposure to mega-cap technology leaders, notably holding $147.9M in AAPL and $113.1M in MSFT. Key allocations also include substantial positions in XMHQ ($95.0M), HYBB ($92.6M), and IUSG ($73.9M). This concentration suggests a conviction in established growth names across technology and industrials.
Total AUM
$5.7B
QoQ Performance
+3.3%
Positions
1,521
Top 10 Concentration
18.6%
Latest Filing
Q2 2024
Top Holdings Allocation
AAPL2.6%
MSFT2.0%
XMHQ1.7%
HYBB1.6%
IUSG1.3%
SCHF1.3%
CALF1.2%
IUSV1.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other62.7%
Technology13.3%
Consumer6.6%
Healthcare5.0%
Financial3.2%
Energy1.9%
Materials1.8%
ETF1.3%
๐ช Exited Positionssold since Q1 2024
+1902 more exited positions
Changes from Q1 2024
โ139 increased
โ61 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023