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BENJAMIN EDWARDS INC

Q4 2025 · Filed 2026-02-02
Market Value
$9.0B
+2.0%
Holdings
1,343
+51
New Purchases
88
Added To
667
Closed
66
Reduced
477
Top 10 Concentration
16.3%
Turnover
11.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPYG 1.60% 0.88% +0.72% $143M
CME 0.39% 0.01% +0.38% $35M
BINV 0.35% 0.00% +0.35% $31M
VRSK 0.35% 0.04% +0.31% $31M
FLCG 0.22% 0.00% +0.22% $19M
SPDW 1.99% 1.80% +0.19% $179M
HYBB 0.57% 0.39% +0.17% $51M
GOOGL 0.72% 0.56% +0.16% $65M
AAPL 2.92% 2.79% +0.14% $262M
IBTP 0.13% 0.01% +0.13% $12M
GOOG 0.48% 0.38% +0.11% $43M
CGBL 0.25% 0.15% +0.10% $23M
CGGR 0.37% 0.27% +0.10% $33M
WM 0.18% 0.08% +0.09% $16M
AGG 0.26% 0.17% +0.09% $24M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
HD 0.76% 1.17% -0.41% $68M
TLH 0.69% 1.10% -0.40% $62M
REGL 0.38% 0.72% -0.34% $34M
MDYG 0.35% 0.63% -0.28% $31M
MDYV 0.19% 0.45% -0.26% $17M
POOL 0.01% 0.26% -0.25% $835K
TSCO 0.46% 0.66% -0.20% $41M
BDX 0.10% 0.30% -0.20% $9M
WMT 0.83% 0.99% -0.16% $75M
ABBV 0.87% 1.02% -0.15% $78M
VBIL 0.15% 0.28% -0.13% $13M
ADP 0.66% 0.79% -0.13% $59M
WSO 0.55% 0.67% -0.13% $49M
TLT 0.02% 0.15% -0.13% $2M
FAST 0.45% 0.57% -0.12% $40M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 76 $2.5B 27.6%
Large Cap 663 $4.8B 53.6%
Mid Cap 312 $1.1B 12.1%
Small Cap 202 $439M 4.9%
Micro Cap 90 $163M 1.8%

Portfolio Analytics

Avg Market Cap
$73.3B
Median Market Cap
$13.0B
Avg P/E
32.5
Median P/E
23.0
Avg Dividend Yield
0.02%
Avg Beta
0.94
# Stocks
784
# ETFs / Funds
559

Top Holdings (1,343 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 2.92% 963,918 $262M $271.89 $17M +2,680 +0.3%
2 MSFT 2.12% 393,787 $191M $483.77 $7M +40,104 +11.3%
3 SPDW 1.99% 4,024,099 $179M $44.41 $21M +329,971 +8.9%
4 SPYG 1.60% 1,342,569 $143M $106.70 $66M +602,485 +81.4%
5 SPMB 1.53% 6,119,180 $137M $22.41 $7M +340,043 +5.9%
6 IUSG 1.33% 712,182 $120M $167.95 $8M +35,058 +5.2%
7 NVDA 1.32% 636,666 $119M $186.50 -$1M -6,758 -1.1%
8 IUSV 1.31% 1,148,105 $118M $102.54 $10M +73,509 +6.8%
9 SCHF 1.12% 4,194,273 $101M $24.04 $9M +257,887 +6.5%
10 APH 1.05% 697,613 $94M $135.14 $4M -33,410 -4.6%
11 SPYV 0.97% 1,524,255 $87M $56.81 $3M +10,201 +0.7%
12 AVGO 0.96% 248,865 $86M $346.16 $2M -5,826 -2.3%
13 GLDM 0.95% 993,809 $85M $85.37 -$2M -135,712 -12.0%
14 ABBV 0.87% 340,543 $78M $228.53 -$12M -45,929 -11.9%
15 COST 0.85% 88,081 $76M $862.79 -$4M +1,353 +1.6%
16 WMT 0.83% 671,349 $75M $111.41 -$12M -172,830 -20.5%
17 XOM 0.82% 613,972 $74M $120.35 $5M +896 +0.1%
18 CASY 0.81% 130,604 $72M $552.84 -$3M -2,485 -1.9%
19 VCIT 0.80% 854,876 $72M $83.75 $5M +67,186 +8.5%
20 MCD 0.79% 230,757 $71M $305.77 -$2M -8,399 -3.5%
21 MA 0.78% 122,878 $70M $571.10 -$895K -2,023 -1.6%
22 AMZN 0.77% 298,628 $69M $230.82 $5M +8,407 +2.9%
23 HD 0.76% 198,450 $68M $344.29 -$34M -54,723 -21.6%
24 GOOGL 0.72% 207,418 $65M $313.02 $15M +3,509 +1.7%
25 WEC 0.70% 599,147 $63M $105.47 -$8M -24,477 -3.9%
26 TLH 0.69% 612,565 $62M $101.67 -$34M -321,781 -34.4%
27 SNA 0.68% 175,916 $61M $344.71 -$3M -7,573 -4.1%
28 ADP 0.66% 229,997 $59M $257.32 -$10M -7,229 -3.0%
29 ATO 0.66% 352,217 $59M $167.64 -$2M -5,752 -1.6%
30 QCOM 0.63% 330,857 $57M $171.08 $1M -901 -0.3%
31 SYK 0.63% 160,366 $56M $351.58 -$4M -3,768 -2.3%
32 ACN 0.62% 205,900 $55M $268.39 $6M +6,868 +3.5%
33 RSG 0.61% 257,780 $55M $211.98 -$6M -5,913 -2.2%
34 VCSH 0.61% 685,058 $55M $79.73 $3M +37,016 +5.7%
35 PG 0.60% 377,346 $54M $143.32 -$7M -21,207 -5.3%
36 TBIL 0.58% 1,042,588 $52M $49.88 $4M +86,842 +9.1%
37 HYBB 0.57% 1,081,255 $51M $47.13 $16M +349,980 +47.9%
38 VZ 0.57% 1,247,593 $51M $40.73 -$6M -52,089 -4.0%
39 TXN 0.56% 291,869 $51M $173.51 -$4M -5,129 -1.7%
40 MRK 0.55% 472,544 $50M $105.27 $8M -21,391 -4.3%
41 SPGI 0.55% 94,982 $50M $522.80 $2M -3,499 -3.5%
42 WSO 0.55% 145,131 $49M $337.08 -$10M -1,402 -1.0%
43 JPM 0.54% 150,407 $48M $322.31 $4M +10,140 +7.2%
44 CTVA 0.54% 721,749 $48M $67.03 $405K +12,393 +1.8%
45 INTU 0.54% 72,771 $48M $662.72 $2M +4,468 +6.5%
46 ITW 0.53% 191,192 $47M $246.38 -$6M -10,561 -5.2%
47 NDAQ 0.51% 474,906 $46M $97.13 $3M -10,045 -2.1%
48 SPY 0.50% 66,042 $45M $681.94 $3M +2,605 +4.1%
49 ABT 0.50% 355,448 $45M $125.31 -$2M +8,682 +2.5%
50 TMUS 0.50% 218,846 $44M $203.07 -$7M +3,155 +1.5%
51 MKC 0.49% 648,868 $44M $68.11 -$2M -39,164 -5.7%
52 CGDV 0.49% 1,007,371 $44M $43.64 $7M +127,240 +14.5%
53 META 0.48% 65,514 $43M $660.15 -$2M +3,605 +5.8%
54 GOOG 0.48% 137,716 $43M $313.80 $10M +2,189 +1.6%
55 SHW 0.47% 131,324 $43M $324.15 -$6M -10,195 -7.2%
56 AJG 0.47% 162,213 $42M $258.84 $2M +32,494 +25.1%
57 AWK 0.46% 319,103 $42M $130.51 -$5M -18,627 -5.5%
58 TSCO 0.46% 823,008 $41M $50.01 -$17M -202,310 -19.7%
59 V 0.46% 116,951 $41M $350.81 $5M +10,502 +9.9%
60 FAST 0.45% 1,003,643 $40M $40.13 -$9M -10,919 -1.1%
61 IEI 0.44% 328,470 $39M $119.35 $6M +48,956 +17.5%
62 BR 0.44% 175,358 $39M $223.23 -$3M -2,092 -1.2%
63 VEA 0.43% 618,694 $39M $62.47 $4M +38,553 +6.7%
64 IEUR 0.42% 534,944 $38M $70.98 $7M +81,205 +17.9%
65 SCHH 0.42% 1,811,444 $38M $20.89 $2M +131,891 +7.8%
66 CTAS 0.41% 195,463 $37M $188.08 -$6M -12,543 -6.0%
67 FIXT 0.40% 947,701 $36M $38.22 -$1M -26,246 -2.7%
68 GLD 0.40% 90,286 $36M $396.30 $5M +3,711 +4.3%
69 MSI 0.40% 92,971 $36M $383.34 -$8M -1,826 -1.9%
70 VOE 0.40% 199,974 $35M $177.41 $2M +10,641 +5.6%
71 VCLT 0.39% 466,404 $35M $75.85 -$248K +7,630 +1.7%
72 CME 0.39% 127,716 $35M $273.08 $34M +125,519 +5713.2%
73 STE 0.39% 137,256 $35M $253.58 $109K -2,934 -2.1%
74 QQQ 0.39% 56,355 $35M $614.52 $1M +387 +0.7%
75 REGL 0.38% 403,558 $34M $84.22 -$29M -335,677 -45.4%
76 CGGR 0.37% 748,621 $33M $44.47 $9M +203,435 +37.3%
77 IVV 0.36% 46,821 $32M $686.18 $1M +985 +2.1%
78 VOT 0.35% 113,656 $32M $279.20 $362K +6,903 +6.5%
79 MDYG 0.35% 340,767 $31M $92.43 -$24M -264,436 -43.7%
80 VRSK 0.35% 140,282 $31M $223.68 $28M +127,312 +981.6%
81 BINV 0.35% 779,674 $31M $40.14 +779,674 NEW
82 NEE 0.34% 381,086 $31M $80.28 $2M -127 -0.0%
83 JKHY 0.33% 162,350 $30M $182.52 $4M -7,327 -4.3%
84 EOG 0.33% 280,634 $29M $105.03 -$10M -67,394 -19.4%
85 CGUS 0.33% 731,518 $29M $40.23 $6M +132,420 +22.1%
86 RDVY 0.33% 419,817 $29M $69.49 $2M +17,119 +4.2%
87 AVDV 0.32% 308,921 $29M $93.97 $6M +53,326 +20.9%
88 JNJ 0.32% 138,423 $29M $206.97 $5M +10,177 +7.9%
89 IGSB 0.32% 538,206 $28M $52.88 $2M +38,931 +7.8%
90 CGGO 0.32% 817,694 $28M $34.65 $5M +137,079 +20.1%
91 SPHY 0.31% 1,192,956 $28M $23.67 $2M +87,374 +7.9%
92 EQIX 0.31% 36,791 $28M $766.70 -$2M -1,268 -3.3%
93 ZTS 0.31% 224,022 $28M $125.82 -$6M -11,105 -4.7%
94 IBM 0.30% 91,277 $27M $296.27 -$2M -12,407 -12.0%
95 SDY 0.30% 193,953 $27M $139.17 $1M +10,567 +5.8%
96 CGDG 0.30% 743,603 $27M $35.64 $6M +145,233 +24.3%
97 LLY 0.29% 24,305 $26M $1,075.05 $8M +530 +2.2%
98 SCHE 0.29% 795,145 $26M $32.75 $1M +45,089 +6.0%
99 MDLZ 0.29% 477,281 $26M $53.83 -$6M -27,253 -5.4%
100 FVD 0.29% 556,244 $26M $46.09 $406K +10,719 +2.0%

Options Breakdown

7 Calls $127K Call Value 6 Puts $4M Put Value 27.81 P/C Ratio

Top Calls

SymbolSharesValueStatus
HON 300 $59K NEW
TER 200 $39K NEW
WY 800 $19K
DKNG 300 $10K NEW
PCTY $0 SOLD
DHR $0 SOLD
MRVL $0 SOLD

Top Puts

SymbolSharesValueStatus
JPM 6,500 $2M NEW
JEPQ 18,500 $1M
KO 5,000 $350K
TLT $0 SOLD
LPLA $0 SOLD
JEPI $0 SOLD

New Positions

SymbolValue% Port
BINV $31M 0.35%
FLCG $19M 0.22%
MPWR $7M 0.08%
IBCA $4M 0.05%
GPIX $4M 0.04%
TOTB.DE $3M 0.04%
PFFV $3M 0.03%
IBTQ $2M 0.02%
EWY $2M 0.02%
NFLT $2M 0.02%
TPHD $2M 0.02%
TPLC $2M 0.02%
TPIF $2M 0.02%
DDFN $1M 0.01%
HL $1M 0.01%

Sold Out Positions

SymbolValue% Port
ESTC —%
AIR —%
LYV —%
HPE —%
ARE —%
FMC —%
MGM —%
BBY —%
ASAN —%
CIF —%
EFX —%
UL —%
CVSA —%
LEN —%
CRL —%
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