Universe · entity
BENJAMIN EDWARDS INC
Institutional manager (13F) · CIK 1451623
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $243M | 957,162 |
| 2 | SPDR INDEX SHS FDS | $177M | 3,875,058 |
| 3 | MICROSOFT CORP | $150M | 405,561 |
| 4 | SPDR SERIES TRUST | $144M | 6,426,504 |
| 5 | SPDR SERIES TRUST | $135M | 1,375,898 |
| 6 | ISHARES TR | $134M | 1,313,006 |
| 7 | ISHARES TR | $122M | 787,337 |
| 8 | CAPITAL GROUP INTL FOCUS EQT | $120M | 4,074,491 |
| 9 | SPDR SERIES TRUST | $112M | 1,981,597 |
| 10 | NVIDIA CORPORATION | $112M | 639,641 |
| 11 | CAPITAL GROUP GROWTH ETF | $106M | 2,634,776 |
| 12 | CAPITAL GROUP CORE EQUITY ET | $106M | 2,753,949 |
| 13 | EXXON MOBIL CORP | $99M | 585,046 |
| 14 | CASEYS GEN STORES INC | $92M | 126,052 |
| 15 | AMPHENOL CORP | $89M | 701,084 |
| 16 | SCHWAB STRATEGIC TR | $88M | 3,563,500 |
| 17 | COSTCO WHOLESALE CORPORATION | $86M | 85,995 |
| 18 | WALMART INC | $83M | 668,746 |
| 19 | BROADCOM INC | $81M | 261,677 |
| 20 | VANGUARD SCOTTSDALE FDS | $79M | 949,261 |
| 21 | CAPITAL GRP FIXED INCM ETF T | $76M | 2,898,079 |
| 22 | ABBVIE INC | $74M | 338,904 |
| 23 | WORLD GOLD TR | $73M | 788,797 |
| 24 | CAPITAL GRP FIXED INCM ETF T | $72M | 3,237,956 |
| 25 | MCDONALDS CORP | $69M | 222,045 |
| 26 | WEC ENERGY GROUP INC | $68M | 584,490 |
| 27 | HOME DEPOT INC | $66M | 199,045 |
| 28 | AMAZON COM INC | $63M | 302,411 |
| 29 | ALPHABET INC | $63M | 218,529 |
| 30 | ATMOS ENERGY CORP | $63M | 339,303 |
| 31 | VERIZON COMMUNICATIONS INC | $62M | 1,239,439 |
| 32 | VANGUARD SCOTTSDALE FDS | $62M | 777,684 |
| 33 | SNAP ON INC | $61M | 167,661 |
| 34 | MASTERCARD INCORPORATED | $61M | 121,229 |
| 35 | CORTEVA INC | $59M | 701,530 |
| 36 | TEXAS INSTRS INC | $56M | 289,021 |
| 37 | PROCTER & GAMBLE CO | $55M | 382,500 |
| 38 | REPUBLIC SVCS INC | $54M | 247,083 |
| 39 | 2023 ETF SERIES TRUST | $54M | 1,303,199 |
| 40 | AMERICAN CENTY ETF TR | $52M | 647,955 |
| 41 | ADVISORS INNER CIRCLE FD III | $52M | 1,928,076 |
| 42 | WATSCO INC | $52M | 141,901 |
| 43 | ISHARES TR | $52M | 982,165 |
| 44 | STRYKER CORPORATION | $52M | 156,855 |
| 45 | RBB FD INC | $51M | 1,032,523 |
| 46 | ISHARES TR | $51M | 506,333 |
| 47 | CAPITAL GRP FIXED INCM ETF T | $49M | 1,975,581 |
| 48 | CME GROUP INC | $48M | 164,034 |
| 49 | T-MOBILE US INC | $47M | 223,111 |
| 50 | JPMORGAN CHASE & CO | $47M | 158,229 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.