Benjamin Edwards Reports Over $7.1B in Holdings for Q1 2025

The firm listed over 1,600 equity holdings across its affiliated entities, underscoring its broad investment scope.

May 13, 2025

Benjamin Edwards Inc. Discloses Robust $7.16 Billion Equity Portfolio in Latest Quarterly Report

Benjamin Edwards Inc. recently reported $7.16 billion in assets under management for the first quarter of 2025. The firm filed its Form 13F with the SEC on May 8, offering a detailed look at its equity positions as of March 31. With 1,601 holdings across its portfolio, Benjamin Edwards is actively participating in a wide range of U.S. public markets.

The filing breaks out contributions from two affiliated managers—Benjamin F. Edwards & Company, Inc., and Benjamin F. Edwards Wealth Management, LLC. These entities collectively support the broader asset management business. Together, they reflect a strategy that emphasizes diversification and ongoing engagement across sectors.

What’s included in the report

This was a full holdings report, meaning every position that meets the SEC’s reporting criteria is included. Investors and analysts tracking institutional flows can see the firm’s footprint clearly, from large-cap positions to smaller, sector-specific exposures. The total value—over $7.1 billion—illustrates the scale Benjamin Edwards operates at, with decisions that affect a broad slice of the market.

Compliance and transparency

The document was signed by Christopher M. Keller, EVP and Director of Business Services, confirming both the accuracy of the data and the firm’s adherence to reporting standards. Each manager listed includes their identifying information, making the structure behind the report transparent and easy to track.

Why it matters

For asset allocators, these disclosures are more than a compliance step—they’re a tool. Whether it’s understanding how peers are positioned or spotting shifts across sectors, reports like these can help shape strategy. Benjamin Edwards’ Q1 update offers a clear snapshot of its current stance, setting a reference point as market conditions evolve into Q2.