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Christopher M Keller

Benjamin Edwards Inc

Assets Managed
$10.06B
Holdings
1350
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
11.32%(2Q avg: 6.73%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Benjamin Edwards Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1350 positions.

Assets under management

The assets under management (AUM) of Benjamin Edwards Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 10.06B in assets, with a quarterly growth rate of 11.32% and a 2-quarter average growth rate of 6.73%. The portfolio is managed by Christopher M Keller, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.7%
2.42%
$242.949M
957,162 shares@ $253.83 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -3.7%
1.76%
$176.896M
3.875M shares@ $45.65 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.99%
1.5%
$150.174M
405,561 shares@ $370.29 avg price
SPMB
Spdr Portfolio Mortgage Back
Recent Activity
Increased 5.03%
1.44%
$143.888M
6.427M shares@ $22.39 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 2.49%
1.34%
$134.716M
1.376M shares@ $97.92 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 14.37%
1.34%
$134.258M
1.313M shares@ $102.26 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 10.56%
1.22%
$122.129M
787,337 shares@ $155.12 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 5041.71%
1.2%
$120.154M
4.074M shares@ $29.49 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 30.01%
1.12%
$112.119M
1.982M shares@ $56.59 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.47%
1.11%
$111.554M
639,641 shares@ $174.41 avg price

1-10 of 1350