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Home > Institutional Investor > Benjamin F. Edwards & Company, Inc. > Profile

Instuitional Investor - Benjamin F. Edwards & Company, Inc.

Fund Profile
Filing Period:
Fund Name: Benjamin F. Edwards & Company, Inc.
Portfolio Value $5,689,320
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 702,402 $147,940 2.6%
2.
Microsoft Corp
 MSFT 253,061 $113,106 1.99%
3.
Invesco Exchange Traded Fd T - S&P MDCP QUALITY
 979,180 $95,010 1.67%
4.
Ishares Tr
 2,013,076 $92,642 1.63%
5.
Ishares Trust
 IEF 579,817 $73,915 1.3%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)