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Home > Institutional Investor > Benjamin Edwards Inc > Profile

Instuitional Investor - Benjamin Edwards Inc

Fund Profile
Filing Period:
Fund Name: Benjamin Edwards Inc
Portfolio Value $9,037,491,084
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 963,918 $262,082,564 2.9%
2.
Microsoft Corp
 MSFT 393,787 $190,503,295 2.11%
3.
Spdr Index Shs Fds
 4,024,099 $178,709,352 1.98%
4.
Spdr Series Trust
 1,342,569 $143,253,902 1.59%
5.
Spdr Series Trust
 6,119,180 $137,160,058 1.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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