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BENJAMIN EDWARDS INC

Q3 2025 · Filed 2025-10-23
Market Value
$8.8B
+12.7%
Holdings
1,292
+105
New Purchases
166
Added To
751
Closed
37
Reduced
310
Top 10 Concentration
15.3%
Turnover
15.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.79% 2.10% +0.69% $245M
NVDA 1.37% 0.87% +0.49% $120M
IEUR 0.35% 0.00% +0.35% $31M
IGSB 0.30% 0.03% +0.28% $26M
AVDV 0.26% 0.00% +0.26% $23M
GOOGL 0.56% 0.32% +0.25% $50M
SPY 0.48% 0.25% +0.23% $42M
SPDW 1.80% 1.59% +0.21% $158M
HYBB 0.39% 0.19% +0.21% $35M
GLD 0.35% 0.15% +0.20% $31M
AMZN 0.73% 0.59% +0.13% $64M
ABBV 1.02% 0.89% +0.13% $89M
APH 1.03% 0.91% +0.12% $90M
GOOG 0.38% 0.28% +0.10% $33M
SPYG 0.88% 0.79% +0.09% $77M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IEI 0.38% 0.91% -0.53% $33M
FXF 0.00% 0.49% -0.49% $0
TLH 1.10% 1.52% -0.42% $96M
SPMB 1.48% 1.77% -0.29% $130M
MDYV 0.45% 0.73% -0.28% $40M
XLP 0.03% 0.28% -0.26% $2M
ACN 0.56% 0.79% -0.23% $49M
TXN 0.62% 0.76% -0.14% $55M
INTU 0.53% 0.67% -0.14% $47M
SYK 0.69% 0.82% -0.13% $61M
ADP 0.79% 0.92% -0.13% $70M
RSG 0.69% 0.81% -0.13% $61M
SPYV 0.95% 1.07% -0.12% $84M
CTVA 0.55% 0.66% -0.11% $48M
SPGI 0.55% 0.65% -0.11% $48M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $2.4B 27.8%
Large Cap 638 $4.7B 53.5%
Mid Cap 307 $1.1B 12.7%
Small Cap 188 $424M 4.8%
Micro Cap 83 $106M 1.2%

Portfolio Analytics

Avg Market Cap
$75.0B
Median Market Cap
$13.5B
Avg P/E
32.5
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
759
# ETFs / Funds
533

Top Holdings (1,292 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 2.79% 961,238 $245M $254.66 $81M +163,396 +20.5%
2 MSFT 2.09% 353,683 $183M $518.12 $23M +32,058 +10.0%
3 SPDW 1.80% 3,694,128 $158M $42.79 $34M +631,129 +20.6%
4 SPMB 1.48% 5,779,137 $130M $22.44 -$8M -456,315 -7.3%
5 NVDA 1.37% 643,424 $120M $186.58 $52M +213,437 +49.6%
6 IUSG 1.27% 677,124 $111M $164.55 $13M +21,728 +3.3%
7 IUSV 1.22% 1,074,596 $107M $99.95 $12M +61,579 +6.1%
8 HD 1.17% 253,173 $103M $405.35 $15M +13,967 +5.8%
9 TLH 1.10% 934,346 $96M $102.99 -$22M -229,455 -19.7%
10 SCHF 1.04% 3,936,386 $92M $23.28 $10M +226,850 +6.1%
11 APH 1.03% 731,023 $90M $123.75 $20M +14,343 +2.0%
12 ABBV 1.02% 386,472 $89M $231.58 $20M +12,094 +3.2%
13 WMT 0.99% 844,179 $87M $103.06 $12M +72,881 +9.4%
14 GLDM 0.98% 1,129,521 $86M $76.45 $15M +40,015 +3.7%
15 AVGO 0.96% 254,691 $84M $329.96 $14M -614 -0.2%
16 SPYV 0.95% 1,514,054 $84M $55.33 $196K -82,756 -5.2%
17 COST 0.91% 86,728 $80M $926.11 $9M +14,776 +20.5%
18 SPYG 0.88% 740,084 $77M $104.51 $16M +91,278 +14.1%
19 CASY 0.86% 133,089 $75M $565.45 $9M +3,059 +2.4%
20 MCD 0.83% 239,156 $73M $304.02 $5M +6,411 +2.8%
21 WEC 0.81% 623,624 $71M $114.60 $7M +5,320 +0.9%
22 MA 0.81% 124,901 $71M $569.01 $8M +12,746 +11.4%
23 ADP 0.79% 237,226 $70M $293.60 -$2M +3,777 +1.6%
24 XOM 0.79% 613,076 $69M $112.76 $5M +21,786 +3.7%
25 VCIT 0.75% 787,690 $66M $84.11 $8M +79,956 +11.3%
26 AMZN 0.73% 290,221 $64M $219.57 $18M +80,098 +38.1%
27 SNA 0.72% 183,489 $64M $346.63 $7M +1,798 +1.0%
28 REGL 0.72% 739,235 $63M $85.34 $1M -18,250 -2.4%
29 PG 0.70% 398,553 $61M $153.66 -$529K +10,848 +2.8%
30 ATO 0.70% 357,969 $61M $170.76 $7M +6,018 +1.7%
31 SYK 0.69% 164,134 $61M $369.78 -$3M +2,096 +1.3%
32 RSG 0.69% 263,693 $61M $229.53 -$3M +6,192 +2.4%
33 WSO 0.67% 146,533 $59M $404.46 $3M +18,093 +14.1%
34 TSCO 0.66% 1,025,318 $58M $56.87 $4M -11,945 -1.1%
35 VZ 0.65% 1,299,682 $57M $43.95 $2M +28,715 +2.3%
36 MDYG 0.63% 605,203 $55M $91.56 $13M +114,306 +23.3%
37 QCOM 0.63% 331,758 $55M $166.39 $2M -1,118 -0.3%
38 TXN 0.62% 296,998 $55M $183.75 -$5M +10,087 +3.5%
39 ITW 0.60% 201,753 $53M $260.84 $4M +6,422 +3.3%
40 VCSH 0.59% 648,042 $52M $79.93 $3M +38,971 +6.4%
41 TMUS 0.59% 215,691 $52M $239.41 $560K +1,314 +0.6%
42 FAST 0.57% 1,014,562 $50M $49.04 -$947K -192,594 -15.9%
43 GOOGL 0.56% 203,909 $50M $243.11 $25M +63,756 +45.5%
44 ACN 0.56% 199,032 $49M $246.68 -$12M -6,123 -3.0%
45 SHW 0.56% 141,519 $49M $346.37 $996K +1,658 +1.2%
46 CTVA 0.55% 709,356 $48M $67.63 -$3M +22,585 +3.3%
47 SPGI 0.55% 98,481 $48M $486.88 -$3M +1,764 +1.8%
48 TBIL 0.54% 955,746 $48M $50.00 $8M +157,886 +19.8%
49 AWK 0.54% 337,730 $47M $139.20 $472K +3,182 +0.9%
50 INTU 0.53% 68,303 $47M $683.22 -$6M +1,783 +2.7%
51 ABT 0.53% 346,766 $46M $133.97 $1M +12,683 +3.8%
52 MKC 0.52% 688,032 $46M $66.91 $905K +92,799 +15.6%
53 META 0.52% 61,909 $45M $734.42 $7M +9,873 +19.0%
54 JPM 0.50% 140,267 $44M $315.52 $7M +10,798 +8.3%
55 MSI 0.49% 94,797 $43M $457.31 $5M +2,574 +2.8%
56 NDAQ 0.49% 484,951 $43M $88.45 $67K +5,994 +1.2%
57 CTAS 0.49% 208,006 $43M $205.27 -$2M +6,582 +3.3%
58 BR 0.48% 177,450 $42M $238.23 -$407K +1,831 +1.0%
59 SPY 0.48% 63,437 $42M $666.21 $23M +32,017 +101.9%
60 MRK 0.47% 493,935 $41M $83.94 $4M +19,680 +4.2%
61 AJG 0.46% 129,719 $40M $309.82 $29K +4,264 +3.4%
62 MDYV 0.45% 473,871 $40M $83.41 -$17M -241,006 -33.7%
63 EOG 0.44% 348,028 $39M $112.13 -$2M +3,429 +1.0%
64 FIXT 0.43% 973,947 $38M $38.67 $560K +2,736 +0.3%
65 CGDV 0.42% 880,131 $37M $42.03 $5M +66,599 +8.2%
66 V 0.41% 106,449 $36M $341.47 $8M +25,800 +32.0%
67 SCHH 0.41% 1,679,553 $36M $21.57 $3M +117,314 +7.5%
68 VCLT 0.41% 458,774 $36M $77.65 $3M +22,446 +5.1%
69 VEA 0.40% 580,141 $35M $59.92 $1M -4,531 -0.8%
70 STE 0.39% 140,190 $35M $247.49 $2M +2,741 +2.0%
71 HYBB 0.39% 731,275 $35M $47.31 $20M +422,349 +136.7%
72 ZTS 0.39% 235,127 $34M $146.32 -$2M +3,398 +1.5%
73 QQQ 0.38% 55,968 $34M $600.55 $4M +1,402 +2.6%
74 IEI 0.38% 279,514 $33M $119.51 -$37M -315,319 -53.0%
75 VOE 0.38% 189,333 $33M $174.61 $3M +5,401 +2.9%
76 GOOG 0.38% 135,527 $33M $243.55 $11M +12,472 +10.1%
77 MDLZ 0.36% 504,534 $32M $62.47 -$3M -13,378 -2.6%
78 VOT 0.36% 106,753 $31M $293.86 $2M +3,203 +3.1%
79 IEUR 0.35% 453,739 $31M $68.12 +453,739 NEW
80 GLD 0.35% 86,575 $31M $355.46 $19M +49,306 +132.3%
81 IVV 0.35% 45,836 $31M $670.37 $3M +1,128 +2.5%
82 EQIX 0.34% 38,059 $30M $783.72 -$118K +416 +1.1%
83 IBM 0.33% 103,684 $29M $282.21 -$2M -1,149 -1.1%
84 NEE 0.33% 381,213 $29M $75.49 $7M +61,950 +19.4%
85 RDVY 0.31% 402,698 $27M $67.28 $4M +35,646 +9.7%
86 IGSB 0.30% 499,275 $26M $53.03 $24M +461,505 +1221.9%
87 SPHY 0.30% 1,105,582 $26M $23.94 $2M +88,067 +8.7%
88 BDX 0.30% 139,188 $26M $187.23 $5M +14,243 +11.4%
89 SDY 0.29% 183,386 $26M $140.05 $207K -4,319 -2.3%
90 LMT 0.29% 50,640 $25M $499.59 $5M +7,385 +17.1%
91 JKHY 0.29% 169,677 $25M $148.96 -$3M +11,748 +7.4%
92 FVD 0.29% 545,525 $25M $46.25 $3M +42,820 +8.5%
93 SCHE 0.28% 750,056 $25M $33.37 $4M +45,513 +6.5%
94 XLK 0.28% 88,787 $25M $281.87 $3M +1,488 +1.7%
95 VBIL 0.28% 325,446 $25M $75.61 -$1M -13,766 -4.1%
96 ADI 0.28% 98,895 $24M $245.74 $2M +4,773 +5.1%
97 CGGR 0.27% 545,186 $24M $43.92 $7M +136,003 +33.2%
98 JNJ 0.27% 128,246 $24M $185.44 $5M +2,992 +2.4%
99 MDT 0.27% 248,980 $24M $95.24 $2M +4,274 +1.8%
100 CGUS 0.27% 599,098 $24M $39.54 $6M +129,020 +27.4%

Options Breakdown

7 Calls $64K Call Value 6 Puts $2M Put Value 24.47 P/C Ratio

Top Calls

SymbolSharesValueStatus
WY 800 $20K NEW
DHR 100 $20K NEW
PCTY 100 $16K NEW
MRVL 100 $8K NEW
DRI $0 SOLD
MSFT $0 SOLD
AMD $0 SOLD

Top Puts

SymbolSharesValueStatus
LPLA 1,500 $499K
JEPI 6,000 $343K NEW
KO 5,000 $332K
JEPQ 4,500 $259K NEW
TLT 1,500 $134K NEW
CHH $0 SOLD

New Positions

SymbolValue% Port
IEUR $31M 0.35%
AVDV $23M 0.26%
VCRB $5M 0.05%
LNT $4M 0.05%
OTTR $3M 0.04%
FMC $3M 0.03%
PPTA $2M 0.02%
FXD $2M 0.02%
QCLN $2M 0.02%
SPMO $2M 0.02%
FTRI $2M 0.02%
FAN $2M 0.02%
DON $2M 0.02%
PBW $2M 0.02%
BMNR $2M 0.02%

Sold Out Positions

SymbolValue% Port
LYB —%
DAVA —%
IEX —%
VIPS —%
LUV —%
INFY —%
CPNG —%
GPK —%
CHH —%
RGA —%
BILL —%
HRL —%
CAE —%
SUPV —%
EMXC —%
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