$49 Million is the total value of BENJAMIN EDWARDS INC's 276 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $282,000 | – | 7,719 | +100.0% | 0.58% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $232,000 | – | 2,281 | +100.0% | 0.47% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $219,000 | – | 3,476 | +100.0% | 0.45% | – |
| STAR | New | ISTAR INC | $169,000 | – | 11,630 | +100.0% | 0.34% | – |
| TSCO | New | TRACTOR SUPPLY CO | $128,000 | – | 1,372 | +100.0% | 0.26% | – |
| SPTI | New | SPDR SERIES TRUSTportfli intrmdit | $74,000 | – | 2,407 | +100.0% | 0.15% | – |
| NKE | New | NIKE INCcl b | $20,000 | – | 199 | +100.0% | 0.04% | – |
| CFG | New | CITIZENS FINL GROUP INC | $19,000 | – | 466 | +100.0% | 0.04% | – |
| PINS | New | PINTEREST INCcl a | $6,000 | – | 316 | +100.0% | 0.01% | – |
| INDY | New | ISHARES TRindia 50 etf | $6,000 | – | 146 | +100.0% | 0.01% | – |
| SYNE | New | SYNTHESIS ENERGY SYS INC | $1,000 | – | 100 | +100.0% | 0.00% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-06
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q3 2023 | 3.4% |
| VANGUARD SCOTTSDALE FDS | 19 | Q3 2023 | 2.5% |
| NEXTERA ENERGY INC | 19 | Q3 2023 | 2.8% |
| MICROSOFT CORP | 19 | Q3 2023 | 3.1% |
| ACCENTURE PLC IRELAND | 19 | Q3 2023 | 1.9% |
| REPUBLIC SVCS INC | 19 | Q3 2023 | 1.7% |
| WEC ENERGY GROUP INC | 19 | Q3 2023 | 1.7% |
| HOME DEPOT INC | 19 | Q3 2023 | 1.4% |
| AUTOMATIC DATA PROCESSING IN | 19 | Q3 2023 | 1.2% |
| MCDONALDS CORP | 19 | Q3 2023 | 1.0% |
View BENJAMIN EDWARDS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-04 |
| 13F-HR | 2022-02-07 |
View BENJAMIN EDWARDS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.