Benjamin Edwards Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Benjamin Edwards Inc. reported 1,285 stock positions worth $8.8 billion. Its top holding was Apple (AAPL) at 2.8% of the portfolio, followed by Microsoft (MSFT, 2.1%) and Ste STR SPDR PT DW Eu ETF (SPDW, 1.8%). Compared with Q2 2025, it opened 179 new positions, sold out of 37, added to 766 and reduced 312. The biggest buy was Apple (AAPL, shares +20%) and the biggest sale iShares 3-7 Year Treasury Bo (IEI, shares −53%).
- Most Recent 13F
- Q2 2026
- Location
- Clayton, MO
- CIK
- 0001451623
- Portfolio Value
- $8.8B (Q3 2025)
- SEC Filing
- 0001451623-25-000012 ↗ filed Oct 23, 2025
Holdings Value
Holdings 1,285 stocks · $8.8B
| AAPL Apple Inc. | 2.77% | 961,238 | $244.8M | Add +20.5% |
| MSFT Microsoft Corp. | 2.07% | 353,683 | $183.3M | Add +10.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.79% | 3,694,128 | $158.1M | Add +20.6% |
| SPMB SS SPDR P Mort Back Bond ETF | 1.47% | 5,779,137 | $129.7M | Reduce -7.3% |
| NVDA Nvidia Corp. | 1.36% | 643,424 | $120.1M | Add +49.6% |
| IUSG iShares Core S&P U.S. Growth | 1.26% | 677,124 | $111.4M | Add +3.3% |
| IUSV iShares Core S&P U.S. Value | 1.21% | 1,074,596 | $107.4M | Add +6.1% |
| HD Home Depot Inc. | 1.16% | 253,173 | $102.6M | Add +5.8% |
| TLH iShares 10-20 Year Treasury | 1.09% | 934,346 | $96.2M | Reduce -19.7% |
| SCHF Schwab Intl Equity ETF | 1.04% | 3,936,386 | $91.6M | Add +6.1% |
| APH Amphenol Corp. Class A | 1.02% | 731,023 | $90.5M | Add +2.0% |
| ABBV Abbvie Inc. | 1.01% | 386,472 | $89.5M | Add +3.2% |
| WMT Walmart Inc. | 0.98% | 844,179 | $87.0M | Add +9.4% |
| GLDM SPDR Gold Minishares Trust | 0.98% | 1,129,521 | $86.4M | Add +3.7% |
| AVGO Broadcom Inc. | 0.95% | 254,691 | $84.0M | Reduce -0.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.95% | 1,514,054 | $83.8M | Reduce -5.2% |
| COST Costco Wholesale Corp. | 0.91% | 86,728 | $80.3M | Add +20.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.87% | 740,084 | $77.3M | Add +14.1% |
| CASY Casey's General Stores Inc. | 0.85% | 133,089 | $75.3M | Add +2.4% |
| MCD McDonald's Corp. | 0.82% | 239,156 | $72.7M | Add +2.8% |
| WEC WEC Energy Group Inc. | 0.81% | 623,624 | $71.5M | Add +0.9% |
| MA Mastercard Inc. Class A | 0.80% | 124,901 | $71.1M | Add +11.4% |
| ADP Automatic Data Processing | 0.79% | 237,226 | $69.6M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.78% | 613,076 | $69.1M | Add +3.7% |
| VCIT Vanguard Int-Term Corporate | 0.75% | 787,690 | $66.3M | Add +11.3% |
| AMZN Amazon.com Inc. | 0.72% | 290,221 | $63.7M | Add +38.1% |
| SNA Snap-on Inc. | 0.72% | 183,489 | $63.6M | Add +1.0% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.71% | 739,235 | $63.1M | Reduce -2.4% |
| PG The Procter & Gamble Co. | 0.69% | 398,553 | $61.2M | Add +2.8% |
| ATO Atmos Energy Corp. | 0.69% | 357,969 | $61.1M | Add +1.7% |
| SYK Stryker Corp. | 0.69% | 164,134 | $60.7M | Add +1.3% |
| RSG Republic Services Inc. | 0.68% | 263,693 | $60.5M | Add +2.4% |
| WSO Watsco Inc. | 0.67% | 146,533 | $59.3M | Add +14.1% |
| TSCO Tractor Supply Company | 0.66% | 1,025,318 | $58.3M | Reduce -1.1% |
| VZ Verizon Communications Inc. | 0.65% | 1,299,682 | $57.1M | Add +2.3% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.63% | 605,203 | $55.4M | Add +23.3% |
| QCOM Qualcomm Inc. | 0.62% | 331,758 | $55.2M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.62% | 296,998 | $54.6M | Add +3.5% |
| ITW Illinois Tool Works | 0.59% | 201,753 | $52.6M | Add +3.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 648,042 | $51.8M | Add +6.4% |
| TMUS T-Mobile US Inc. | 0.58% | 215,691 | $51.6M | Add +0.6% |
| FAST Fastenal Co. | 0.56% | 1,014,562 | $49.8M | Reduce -15.9% |
| GOOGL Alphabet Inc. Class A | 0.56% | 203,909 | $49.6M | Add +45.5% |
| ACN Accenture PLC Class A | 0.56% | 199,032 | $49.1M | Reduce -3.0% |
| SHW The Sherwin-Williams Co. | 0.55% | 141,519 | $49.0M | Add +1.2% |
| CTVA Corteva Inc. | 0.54% | 709,356 | $48.0M | Add +3.3% |
| SPGI S&P Global Inc. | 0.54% | 98,481 | $47.9M | Add +1.8% |
| TBIL F/M US Treasury 3 Month Bill | 0.54% | 955,746 | $47.8M | Add +19.8% |
| AWK American Water Works Co. Inc. | 0.53% | 337,730 | $47.0M | Add +0.9% |
| INTU Intuit Inc. | 0.53% | 68,303 | $46.7M | Add +2.7% |
| ABT Abbott Laboratories | 0.53% | 346,766 | $46.5M | Add +3.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.52% | 688,032 | $46.0M | Add +15.6% |
| META Meta Platforms Inc. Class A | 0.51% | 61,909 | $45.5M | Add +19.0% |
| JPM JPMorgan Chase & Co. | 0.50% | 140,267 | $44.3M | Add +8.3% |
| MSI Motorola Solutions Inc. | 0.49% | 94,797 | $43.4M | Add +2.8% |
| NDAQ Nasdaq Inc. | 0.48% | 484,951 | $42.9M | Add +1.3% |
| CTAS Cintas Corp. | 0.48% | 208,006 | $42.7M | Add +3.3% |
| BR Broadridge Financial Solutio | 0.48% | 177,450 | $42.3M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 63,437 | $42.3M | Add +101.9% |
| MRK Merck & Co. Inc. | 0.47% | 493,935 | $41.5M | Add +4.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.45% | 129,719 | $40.2M | Add +3.4% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.45% | 473,871 | $39.5M | Reduce -33.7% |
| EOG EOG Resources Inc. | 0.44% | 348,028 | $39.0M | Add +1.0% |
| FIXT TCW Core Plus Bond ETF | 0.43% | 973,947 | $37.7M | Add +0.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.42% | 880,131 | $37.0M | Add +8.2% |
| V Visa Inc. Class A | 0.41% | 106,449 | $36.3M | Add +32.0% |
| SCHH Schwab US REIT ETF | 0.41% | 1,679,553 | $36.2M | Add +7.5% |
| VCLT Vanguard Long-Term Corp. Bond | 0.40% | 458,774 | $35.6M | Add +5.1% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 580,141 | $34.8M | Reduce -0.8% |
| STE Steris PLC | 0.39% | 140,190 | $34.7M | Add +2.0% |
| HYBB iShares BB Rated Corp. Bond | 0.39% | 731,275 | $34.6M | Add +136.7% |
| ZTS Zoetis Inc. | 0.39% | 235,127 | $34.4M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 55,968 | $33.6M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.38% | 279,514 | $33.4M | Reduce -53.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.37% | 189,333 | $33.1M | Add +2.9% |
| GOOG Alphabet Inc. Class C | 0.37% | 135,527 | $33.0M | Add +10.1% |
| TRI Thomson Reuters Corp. | 0.36% | 203,556 | $31.6M | Add +1.8% |
| MDLZ Mondelez International Inc. Class A | 0.36% | 504,534 | $31.5M | Reduce -2.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.35% | 106,753 | $31.4M | Add +3.1% |
| IEUR iShares Core MSCI Europe ETF | 0.35% | 453,739 | $30.9M | New |
| GLD SPDR Gold Shares | 0.35% | 86,575 | $30.8M | Add +132.3% |
| IVV iShares Core S&P 500 ETF | 0.35% | 45,836 | $30.7M | Add +2.5% |
| EQIX Equinix Inc. | 0.34% | 38,059 | $29.8M | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 103,684 | $29.3M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.33% | 381,213 | $28.8M | Add +19.4% |
| RDVY First Trust Rising Dividend | 0.31% | 402,698 | $27.1M | Add +9.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 499,275 | $26.5M | Add +1221.9% |
| SPHY SS SPDR P High Yield ETF | 0.30% | 1,105,582 | $26.5M | Add +8.7% |
| BDX Becton Dickinson and Co. | 0.29% | 139,188 | $26.1M | Add +11.4% |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 183,386 | $25.7M | Reduce -2.3% |
| LMT Lockheed Martin Corp. | 0.29% | 50,640 | $25.3M | Add +17.1% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.29% | 169,677 | $25.3M | Add +7.4% |
| FVD First Trust Value Line DVD | 0.29% | 545,525 | $25.2M | Add +8.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.28% | 750,056 | $25.0M | Add +6.5% |
| XLK SS Technology Select Sector | 0.28% | 88,787 | $25.0M | Add +1.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.28% | 325,446 | $24.6M | Reduce -4.1% |
| ADI Analog Devices Inc. | 0.27% | 98,895 | $24.3M | Add +5.1% |
| CGGR Cap Group Growth Equity | 0.27% | 545,186 | $23.9M | Add +33.2% |
| JNJ Johnson & Johnson | 0.27% | 128,246 | $23.8M | Add +2.4% |
| MDT Medtronic PLC | 0.27% | 248,980 | $23.7M | Add +1.8% |
Options reported separately and not counted above: LPLA puts ($499K), JEPI puts ($343K), KO puts ($332K), JEPQ puts ($259K), TLT puts ($134K), WY calls ($20K), DHR calls ($20K), PCTY calls ($16K), OUST calls ($14K), MRVL calls ($8K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 38,211 | $3K | Reduce -1.2% |
Total filed on the 13F, all lines: $8.8B.
Portfolio Sells Q2 2025 → Q3 2025
| IEI iShares 3-7 Year Treasury Bo | Reduce -53.0% | 0.38% | −0.52 |
| FXF Invesco Currencyshares Swiss | Sold out | 0.00% | −0.49 |
| TLH iShares 10-20 Year Treasury | Reduce -19.7% | 1.09% | −0.42 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -7.3% | 1.47% | −0.29 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -33.7% | 0.45% | −0.28 |
| XLP SS Consumer Staples Sel Sect | Reduce -89.7% | 0.03% | −0.26 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.56% | −0.23 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.2% | 0.95% | −0.12 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -67.8% | 0.04% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.6% | 0.36% | −0.09 |
| FAST Fastenal Co. | Reduce -15.9% | 0.56% | −0.08 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -2.4% | 0.71% | −0.07 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 0.33% | −0.06 |
| ORCL Oracle Corp. | Reduce -30.4% | 0.22% | −0.06 |
| PEP Pepsico Inc. | Reduce -29.7% | 0.11% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -0.3% | 0.62% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -1.9% | 0.27% | −0.05 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -4.1% | 0.28% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -15.0% | 0.15% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -7.8% | 0.19% | −0.04 |
| TSCO Tractor Supply Company | Reduce -1.1% | 0.66% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -37.0% | 0.05% | −0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Reduce -13.9% | 0.11% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -2.3% | 0.29% | −0.03 |
| PSA Public Storage | Reduce -71.6% | 0.01% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 0.39% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -49.5% | 0.02% | −0.03 |
| SHLD Global X Defense Tech ETF | Reduce -12.8% | 0.26% | −0.03 |
| CB Chubb Ltd. | Reduce -4.1% | 0.13% | −0.03 |
| SGOV iShares 0-3 Month Treasury B | Reduce -66.4% | 0.01% | −0.03 |
| EMLP First Trust North American E | Reduce -34.5% | 0.04% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -30.8% | 0.04% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.6% | 0.11% | −0.02 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -24.1% | 0.05% | −0.02 |
| BRO Brown & Brown Inc. | Reduce -4.1% | 0.06% | −0.02 |
| FXO First Trust Financial Alphad | Reduce -9.8% | 0.13% | −0.02 |
| EIPX FT Energy Inc. Partners Strat | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Reduce -24.8% | 0.02% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -0.6% | 0.12% | −0.02 |
| BKLN Invesco Senior Loan ETF | Reduce -67.0% | 0.01% | −0.02 |
| ARKB ARK 21SHARES Bitcoin ETF | Reduce -24.5% | 0.05% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -6.2% | 0.13% | −0.02 |
| FTGC First Trust Global Tactical | Reduce -55.7% | 0.01% | −0.02 |
| CARR Carrier Global Corp. | Reduce -0.1% | 0.05% | −0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -50.8% | 0.01% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -4.9% | 0.16% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -15.4% | 0.04% | −0.01 |
| ECL Ecolab Inc. | Reduce -2.8% | 0.10% | −0.01 |
| UPS United Parcel Service Class B | Reduce -0.2% | 0.04% | −0.01 |
| XLF SS Financial Select Sector | Reduce -2.5% | 0.11% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +20.5% | 2.77% | +0.68 |
| NVDA Nvidia Corp. | Add +49.6% | 1.36% | +0.49 |
| IEUR iShares Core MSCI Europe ETF | New | 0.35% | +0.35 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1221.9% | 0.30% | +0.27 |
| AVDV Avantis Intl S/C Value ETF | New | 0.26% | +0.26 |
| GOOGL Alphabet Inc. Class A | Add +45.5% | 0.56% | +0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +101.9% | 0.48% | +0.23 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +20.6% | 1.79% | +0.21 |
| HYBB iShares BB Rated Corp. Bond | Add +136.7% | 0.39% | +0.21 |
| GLD SPDR Gold Shares | Add +132.3% | 0.35% | +0.20 |
| AMZN Amazon.com Inc. | Add +38.1% | 0.72% | +0.13 |
| ABBV Abbvie Inc. | Add +3.2% | 1.01% | +0.13 |
| APH Amphenol Corp. Class A | Add +2.0% | 1.02% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +10.1% | 0.37% | +0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +14.1% | 0.87% | +0.09 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +23.3% | 0.63% | +0.08 |
| CGGE Cap Group Global Eq | Add +170.7% | 0.13% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +122.6% | 0.15% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +55.5% | 0.24% | +0.07 |
| GLDM SPDR Gold Minishares Trust | Add +3.7% | 0.98% | +0.07 |
| LRCX Lam Research Corp. | Add +8.0% | 0.26% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +51.1% | 0.16% | +0.06 |
| CGGR Cap Group Growth Equity | Add +33.2% | 0.27% | +0.06 |
| MBB iShares MBS ETF | Add +256.3% | 0.08% | +0.06 |
| ETR Entergy Corp. | Add +325.4% | 0.07% | +0.05 |
| VCRB Vanguard Core Bond ETF | New | 0.05% | +0.05 |
| TSLA Tesla Inc. | Add +7.4% | 0.19% | +0.05 |
| AEE Ameren Corporation | Add +119.0% | 0.09% | +0.05 |
| CGHM Cap Group Muni High-Income | Add +175.2% | 0.08% | +0.05 |
| CGUS Cap Group Core Equity | Add +27.4% | 0.27% | +0.05 |
| LLY Eli Lilly & Co. | Add +48.9% | 0.21% | +0.05 |
| V Visa Inc. Class A | Add +32.0% | 0.41% | +0.05 |
| LNT Alliant Energy Corp. | New | 0.05% | +0.05 |
| AEP American Electric Power | Add +228.6% | 0.07% | +0.04 |
| HD Home Depot Inc. | Add +5.8% | 1.16% | +0.04 |
| NEE Nextera Energy Inc. | Add +19.4% | 0.33% | +0.04 |
| CGGO Cap Group Global Growth | Add +25.5% | 0.26% | +0.04 |
| CMS CMS Energy Corp. | Add +379.3% | 0.05% | +0.04 |
| CGBL Cap Group Core Balanced | Add +46.5% | 0.15% | +0.04 |
| PEG Public Service Enterprise GP | Add +1316.2% | 0.04% | +0.04 |
| AZO AutoZone Inc. | Add +40.3% | 0.12% | +0.04 |
| DUK Duke Energy Corp. | Add +60.0% | 0.11% | +0.04 |
| OTTR Otter Tail Corp. | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +10.0% | 2.07% | +0.03 |
| FMC FMC Corp. | New | 0.03% | +0.03 |
| CGMM Cap Group Small and Mid Cap | Add +116.4% | 0.07% | +0.03 |
| SO The Southern Co. | Add +29.6% | 0.21% | +0.03 |
| BKNG Booking Holdings Inc. | Add +463.6% | 0.04% | +0.03 |
| TBIL F/M US Treasury 3 Month Bill | Add +19.8% | 0.54% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +20.5% | 0.21% | +0.03 |
Options Activity Q2 2025 → Q3 2025
| JEPI JPMorgan Equity Premium Inco | put | New | 6,000 | $343K |
| JEPQ JPM Nasdaq Equity Premium | put | New | 4,500 | $259K |
| TLT iShares 20+ Year Treasury BD | put | New | 1,500 | $134K |
| WY Weyerhaeuser Co. | call | New | 800 | $20K |
| DHR Danaher Corp. | call | New | 100 | $20K |
| MSFT Microsoft Corp. | call | Sold out | 100 | $16Kbefore exit |
| PCTY Paylocity Holding Corp. | call | New | 100 | $16K |
| OUST Ouster Inc. | call | New | 500 | $14K |
| MRVL Marvell Technology Inc. | call | New | 100 | $8K |
| AMD Advanced Micro Devices | call | Sold out | 300 | $7Kbefore exit |
| CHH Choice Hotels Intl Inc. | put | Sold out | 1,000 | $100before exit |
| DRI Darden Restaurants Inc. | call | Sold out | 100 | $30before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2025 → Q3 2025
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Reduce -1.2% | 38,211 | $3K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,415 | $11.0B | AAPL, MSFT, NVDA, SPDW, SPYG |
| Q1 2026 | 1,349 | $10.1B | AAPL, SPDW, MSFT, SPMB, SPYG |
| Q4 2025 | 1,304 | $9.0B | AAPL, MSFT, SPDW, SPYG, SPMB |
| Q3 2025 | 1,285 | $8.8B | AAPL, MSFT, SPDW, SPMB, NVDA |
| Q2 2025 | 1,143 | $7.9B | AAPL, MSFT, SPMB, SPDW, TLH |
| Q1 2025 | 1,075 | $7.2B | AAPL, MSFT, XMHQ, SPMB, IUSV |
| Q4 2024 | 1,101 | $7.0B | AAPL, MSFT, XMHQ, MDYG, SPMB |
| Q3 2024 | 1,082 | $6.9B | AAPL, MSFT, XMHQ, HYBB, MDYG |
| Q2 2024 | 722 | $519.7M | NVDA, MSFT, AAPL, COST, AMZN |
| Q1 2024 | 716 | $503.2M | NVDA, MSFT, AAPL, ACN, COST |