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BENJAMIN EDWARDS INC

Q2 2025 · Filed 2025-08-14
Market Value
$7.8B
+9.1%
Holdings
1,187
+30
New Purchases
126
Added To
672
Closed
61
Reduced
299
Top 10 Concentration
14.8%
Turnover
15.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPDW 1.59% 0.00% +1.59% $124M
TLH 1.52% 0.50% +1.02% $118M
REGL 0.79% 0.05% +0.75% $62M
IEI 0.91% 0.20% +0.71% $71M
FXF 0.49% 0.00% +0.49% $38M
MSFT 2.05% 1.58% +0.48% $160M
FIXT 0.48% 0.00% +0.48% $37M
VBIL 0.33% 0.00% +0.33% $26M
AVGO 0.90% 0.59% +0.32% $70M
SDY 0.33% 0.04% +0.29% $25M
NVDA 0.87% 0.61% +0.26% $68M
XLP 0.28% 0.05% +0.23% $22M
APH 0.91% 0.68% +0.23% $71M
SPMB 1.77% 1.54% +0.23% $138M
SPYV 1.07% 0.92% +0.15% $84M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XMHQ 0.01% 1.55% -1.54% $728K
HYBB 0.19% 1.18% -0.99% $15M
MDYG 0.55% 1.14% -0.59% $43M
XSHQ 0.00% 0.54% -0.54% $0
AAPL 2.10% 2.58% -0.48% $164M
SPHY 0.31% 0.74% -0.43% $24M
VGSH 0.05% 0.43% -0.37% $4M
URA 0.01% 0.38% -0.37% $563K
ZROZ 0.00% 0.34% -0.34% $0
IBDV 0.09% 0.39% -0.31% $7M
SPY 0.25% 0.55% -0.30% $19M
SLYG 0.00% 0.31% -0.30% $363K
HACK 0.00% 0.26% -0.26% $0
UPS 0.05% 0.28% -0.22% $4M
SLYV 0.03% 0.23% -0.20% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $2.0B 25.8%
Large Cap 600 $4.3B 55.1%
Mid Cap 273 $1.0B 12.8%
Small Cap 165 $408M 5.2%
Micro Cap 73 $75M 1.0%

Portfolio Analytics

Avg Market Cap
$80.3B
Median Market Cap
$14.6B
Avg P/E
33.0
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
697
# ETFs / Funds
490

Top Holdings (1,187 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 2.10% 797,842 $164M $205.17 -$21M -33,416 -4.0%
2 MSFT 2.05% 321,625 $160M $497.41 $47M +21,656 +7.2%
3 SPMB 1.77% 6,235,452 $138M $22.10 $28M +1,238,442 +24.8%
4 SPDW 1.59% 3,062,999 $124M $40.49 +3,062,999 NEW
5 TLH 1.52% 1,163,801 $118M $101.60 $82M +819,189 +237.7%
6 IUSG 1.26% 655,396 $99M $150.40 $19M +26,570 +4.2%
7 IUSV 1.23% 1,013,017 $96M $94.63 $6M +40,926 +4.2%
8 HD 1.13% 239,206 $88M $366.64 $2M +6,237 +2.7%
9 SPYV 1.07% 1,596,810 $84M $52.34 $18M +310,336 +24.1%
10 SCHF 1.05% 3,709,536 $82M $22.10 $11M +138,166 +3.9%
11 WMT 0.97% 771,298 $75M $97.78 $8M +5,956 +0.8%
12 ADP 0.92% 233,449 $72M $308.40 $2M +4,961 +2.2%
13 GLDM 0.92% 1,089,506 $71M $65.52 $10M +92,910 +9.3%
14 COST 0.91% 71,952 $71M $989.95 $5M +1,889 +2.7%
15 IEI 0.91% 594,833 $71M $119.09 $57M +475,718 +399.4%
16 APH 0.91% 716,680 $71M $98.75 $22M -23,028 -3.1%
17 AVGO 0.90% 255,305 $70M $275.65 $29M +5,553 +2.2%
18 ABBV 0.89% 374,378 $69M $185.62 -$7M +8,191 +2.2%
19 MCD 0.87% 232,745 $68M $292.17 -$4M +3,793 +1.7%
20 NVDA 0.87% 429,987 $68M $157.99 $24M +24,737 +6.1%
21 CASY 0.85% 130,030 $66M $510.27 $11M +1,572 +1.2%
22 WEC 0.83% 618,304 $64M $104.20 -$2M +8,598 +1.4%
23 SYK 0.82% 162,038 $64M $395.63 $5M +2,159 +1.4%
24 XOM 0.82% 591,290 $64M $107.80 -$4M +21,016 +3.7%
25 RSG 0.81% 257,501 $64M $246.61 -$1M -9,944 -3.7%
26 MA 0.81% 112,155 $63M $561.95 $3M +2,621 +2.4%
27 SPYG 0.79% 648,806 $62M $95.32 $1M -105,560 -14.0%
28 PG 0.79% 387,705 $62M $159.32 -$328K +23,327 +6.4%
29 REGL 0.79% 757,485 $62M $81.54 $58M +716,621 +1753.7%
30 ACN 0.79% 205,155 $61M $298.89 $14M +52,058 +34.0%
31 TXN 0.76% 286,911 $60M $207.62 $13M +25,408 +9.7%
32 VCIT 0.75% 707,734 $59M $82.92 $966K +1,779 +0.2%
33 MDYV 0.73% 714,877 $57M $79.43 $13M +148,218 +26.2%
34 WSO 0.73% 128,440 $57M $441.62 -$7M +2,333 +1.9%
35 SNA 0.73% 181,691 $57M $311.18 -$4M +2,258 +1.3%
36 VZ 0.71% 1,270,967 $55M $43.27 -$1M +29,144 +2.4%
37 TSCO 0.70% 1,037,263 $55M $52.77 -$953K +26,559 +2.6%
38 ATO 0.70% 351,951 $54M $154.11 $758K +5,974 +1.7%
39 QCOM 0.68% 332,876 $53M $159.26 $3M +9,365 +2.9%
40 INTU 0.67% 66,520 $52M $787.63 $13M +1,979 +3.1%
41 CTVA 0.66% 686,771 $51M $74.53 $9M +14,802 +2.2%
42 TMUS 0.66% 214,377 $51M $238.26 -$5M +3,534 +1.7%
43 SPGI 0.65% 96,717 $51M $527.30 $2M +744 +0.8%
44 FAST 0.65% 1,207,156 $51M $42.00 $2M +577,433 +91.7%
45 VCSH 0.62% 609,071 $48M $79.50 $3M +30,444 +5.3%
46 ITW 0.62% 195,331 $48M $247.25 $383K +2,142 +1.1%
47 SHW 0.62% 139,861 $48M $343.36 -$353K +1,324 +1.0%
48 AWK 0.60% 334,548 $47M $139.11 -$2M +3,399 +1.0%
49 AMZN 0.59% 210,123 $46M $219.39 $6M +1,050 +0.5%
50 ABT 0.58% 334,083 $45M $136.01 $2M +8,326 +2.6%
51 MKC 0.58% 595,233 $45M $75.82 $43K +47,460 +8.7%
52 CTAS 0.58% 201,424 $45M $222.87 $4M +3,352 +1.7%
53 NDAQ 0.55% 478,957 $43M $89.42 $7M +7,540 +1.6%
54 BR 0.55% 175,619 $43M $243.03 $445K +1,421 +0.8%
55 MDYG 0.55% 490,897 $43M $86.87 -$39M -534,251 -52.1%
56 EOG 0.53% 344,599 $41M $119.61 -$2M +5,757 +1.7%
57 AJG 0.52% 125,455 $40M $320.12 -$2M +3,993 +3.3%
58 TBIL 0.51% 797,860 $40M $50.00 $5M +99,096 +14.2%
59 MSI 0.50% 92,223 $39M $420.47 -$524K +2,458 +2.7%
60 META 0.49% 52,036 $38M $738.10 $9M +1,067 +2.1%
61 FXF 0.49% 342,214 $38M $111.80 +342,214 NEW
62 MRK 0.48% 474,255 $38M $79.16 -$2M +29,628 +6.7%
63 JPM 0.48% 129,469 $38M $289.91 $7M +4,005 +3.2%
64 FIXT 0.48% 971,211 $37M $38.20 +971,211 NEW
65 ZTS 0.46% 231,729 $36M $155.95 -$2M +928 +0.4%
66 MDLZ 0.45% 517,912 $35M $67.44 $869K +15,936 +3.2%
67 VEA 0.43% 584,672 $33M $57.01 $3M -15,305 -2.5%
68 VCLT 0.42% 436,328 $33M $75.90 $9M +113,839 +35.3%
69 SCHH 0.42% 1,562,239 $33M $21.16 $720K +58,910 +3.9%
70 STE 0.42% 137,449 $33M $240.22 $2M +2,446 +1.8%
71 CGDV 0.41% 813,532 $32M $39.49 $5M +65,431 +8.8%
72 IBM 0.40% 104,833 $31M $294.78 $5M +1,808 +1.8%
73 VOE 0.39% 183,932 $30M $164.46 $1M +4,352 +2.4%
74 QQQ 0.39% 54,566 $30M $551.64 $6M +3,393 +6.6%
75 EQIX 0.38% 37,643 $30M $795.51 $283K +1,265 +3.5%
76 VOT 0.38% 103,550 $29M $284.39 $5M +2,355 +2.3%
77 V 0.37% 80,649 $29M $355.06 $1M +2,625 +3.4%
78 JKHY 0.37% 157,929 $28M $180.17 $828K +6,638 +4.4%
79 IVV 0.36% 44,708 $28M $620.91 $2M -822 -1.8%
80 VBIL 0.33% 339,212 $26M $75.55 +339,212 NEW
81 SDY 0.33% 187,705 $25M $135.73 $23M +167,975 +851.4%
82 APD 0.32% 88,313 $25M $282.06 -$3M -7,123 -7.5%
83 GOOGL 0.32% 140,153 $25M $176.23 $3M -2,563 -1.8%
84 SPHY 0.31% 1,017,515 $24M $23.80 -$28M -1,229,880 -54.7%
85 RDVY 0.30% 367,052 $23M $62.74 $4M +40,726 +12.5%
86 SHLD 0.30% 381,878 $23M $60.25 -$585K -124,961 -24.6%
87 FVD 0.29% 502,705 $22M $44.70 $1M +24,528 +5.1%
88 ADI 0.29% 94,122 $22M $238.02 $3M +19 +0.0%
89 XLP 0.28% 273,908 $22M $80.97 $19M +229,524 +517.1%
90 NEE 0.28% 319,263 $22M $69.42 $302K +10,878 +3.5%
91 XLK 0.28% 87,299 $22M $253.23 $3M -4,652 -5.1%
92 GOOG 0.28% 123,055 $22M $177.39 $3M +719 +0.6%
93 BDX 0.28% 124,945 $22M $172.25 -$6M +6,469 +5.5%
94 ORCL 0.27% 97,942 $21M $218.63 $8M +3,495 +3.7%
95 MDT 0.27% 244,706 $21M $87.17 -$2M -10,605 -4.2%
96 SCHE 0.27% 704,543 $21M $30.14 $3M +31,477 +4.7%
97 POOL 0.27% 70,946 $21M $291.48 -$1M +2,056 +3.0%
98 OKE 0.26% 251,485 $21M $81.63 -$4M +5,387 +2.2%
99 FDN 0.26% 75,639 $20M $269.33 $3M -3,964 -5.0%
100 VTI 0.26% 65,973 $20M $303.93 $3M +3,572 +5.7%

Options Breakdown

4 Calls $23K Call Value 3 Puts $4K Put Value 0.15 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSFT 100 $16K NEW
AMD 300 $7K
DRI 100 $30 NEW
LMT $0 SOLD

Top Puts

SymbolSharesValueStatus
KO 5,000 $2K NEW
LPLA 1,500 $2K NEW
CHH 1,000 $100 NEW

New Positions

SymbolValue% Port
SPDW $124M 1.59%
FXF $38M 0.49%
FIXT $37M 0.48%
VBIL $26M 0.33%
QQXT $10M 0.12%
FBND $3M 0.04%
JPIE $3M 0.04%
SHYG $2M 0.03%
BKLN $2M 0.03%
GDXJ $2M 0.02%
LEGR $1M 0.02%
IBMR $1M 0.02%
POCT $1M 0.02%
EWP $1M 0.02%
EWI $1M 0.01%

Sold Out Positions

SymbolValue% Port
CCS —%
ALB —%
FLR —%
BEN —%
CFG —%
ASH —%
DXC —%
HAL —%
CARS —%
VST —%
PATH —%
GM —%
CLF —%
CNC —%
JLL —%
View SEC EDGAR Filings for BENJAMIN EDWARDS INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms