BENJAMIN EDWARDS INC
Top Portfolio Positions
811 positions ·
$5,435,475,116 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
957,162 | $242,918,143 | 4.47% | |
| MSFT |
Microsoft Corp
Technology
|
405,561 | $150,126,514 | 2.76% | |
| NVDA |
Nvidia Corp
Technology
|
639,641 | $111,553,390 | 2.05% | |
| XOM |
Exxon Mobil Corp
Energy
|
585,046 | $99,258,904 | 1.83% | |
| CASY |
Caseys General Stores Inc
Consumer Cyclical
|
126,052 | $91,748,208 | 1.69% | |
| APH |
Amphenol Corp /De/
Technology
|
701,084 | $88,581,962 | 1.63% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
85,995 | $85,687,997 | 1.58% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
668,746 | $83,111,751 | 1.53% | |
| AVGO |
Broadcom Inc.
Technology
|
261,677 | $80,991,647 | 1.49% | |
| ABBV |
AbbVie Inc.
Healthcare
|
338,904 | $73,708,230 | 1.36% |
Portfolio Trend
Holdings in OTTR
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,443,129 | 39,229 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $3,094,538 | 38,294 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $3,143,385 | 38,348 | Shares | Defined | 2025-10-23 | |
| 2024-12-31 | $2,663,704 | 36,074 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,765,300 | 35,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,120,218 | 35,623 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,168,201 | 36,669 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $1,765,421 | 20,777 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,579,743 | 20,808 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,252,463 | 15,862 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $1,126,111 | 15,582 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $965,544 | 16,446 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $989,856 | 16,090 | Shares | Defined | 2022-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||