BENJAMIN EDWARDS INC
Top Portfolio Positions
813 positions ·
$5,453,923,463 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
957,162 | $242,918,143 | 4.45% | |
| MSFT |
Microsoft Corp
Technology
|
405,561 | $150,126,514 | 2.75% | |
| NVDA |
Nvidia Corp
Technology
|
639,641 | $111,553,390 | 2.05% | |
| XOM |
Exxon Mobil Corp
Energy
|
585,046 | $99,258,904 | 1.82% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
126,052 | $91,748,208 | 1.68% | |
| APH |
Amphenol Corp /De/
Technology
|
701,084 | $88,581,962 | 1.62% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
85,995 | $85,687,997 | 1.57% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
668,746 | $83,111,751 | 1.52% | |
| AVGO |
Broadcom Inc.
Technology
|
261,677 | $80,991,647 | 1.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
338,904 | $73,708,230 | 1.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MZTI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,954,590 | 21,359 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,164,097 | 19,244 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,316,703 | 19,195 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $3,287,985 | 19,031 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,217,550 | 18,386 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,094,184 | 17,871 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,080,615 | 17,447 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $311,422 | 1,648 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $354,009 | 1,705 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $292,347 | 1,757 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $298,704 | 1,810 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $388,908 | 1,934 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $426,859 | 2,104 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $416,697 | 2,112 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $318,743 | 2,121 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $287,952 | 2,236 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $339,316 | 2,275 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $375,249 | 2,266 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $369,187 | 2,187 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $419,142 | 2,166 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $383,336 | 2,186 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $418,169 | 2,276 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $525,135 | 2,937 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $483,878 | 3,122 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $251,818 | 1,741 | Shares | Defined | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||