BENJAMIN F. EDWARDS & COMPANY, INC.

PrivateCIK: 1445065
Location

ST. LOUIS, MO

2153
Positions
$5.69M
Total AUM (reported)
73.73M
Total Shares

Allocation by class

TOTAL AUM$5.69M2153 positions
COM$2.88M50.6%
CL A$164.0K2.9%
S&P MDCP QUALITY$95.0K1.7%
BB RAT CORP BD$92.6K1.6%
SHS$89.4K1.6%
CORE S&P US GWT$73.9K1.3%
INTL EQTY ETF$73.3K1.3%

Portfolio Concentration

Top 36.3%4–108.8%11–2512.7%Rest72.2%TOP 1015.1%0%100%
Top 3$356.1K6.3%
4–10$502.0K8.8%
11–25$723.2K12.7%
Rest$4.11M72.2%

Top 3 weight

6.3%

Top 10 weight

15.1%

Voting Authority Distribution

Total shares with voting rights: 73.73M

Sole

Full voting authority

73.73M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other2153
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings2153
Rows:

APPLE INC

DFND
COM
Shares702.40K
TypeSH
Market value$147.9K
2.60%
Sole
702.40K
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares253.06K
TypeSH
Market value$113.1K
1.99%
Sole
253.06K
Shared
0.00
None
0.00

INVESCO EXCHANGE TRADED FD T

DFND
S&P MDCP QUALITY
Shares979.18K
TypeSH
Market value$95.0K
1.67%
Sole
979.18K
Shared
0.00
None
0.00

ISHARES TR

DFND
BB RAT CORP BD
Shares2.01M
TypeSH
Market value$92.6K
1.63%
Sole
2.01M
Shared
0.00
None
0.00

ISHARES TR

DFND
CORE S&P US GWT
Shares579.82K
TypeSH
Market value$73.9K
1.30%
Sole
579.82K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

DFND
INTL EQTY ETF
Shares1.91M
TypeSH
Market value$73.3K
1.29%
Sole
1.91M
Shared
0.00
None
0.00

PACER FDS TR

DFND
PACER US SMALL
Shares1.59M
TypeSH
Market value$69.2K
1.22%
Sole
1.59M
Shared
0.00
None
0.00

ISHARES TR

DFND
CORE S&P US VLU
Shares773.48K
TypeSH
Market value$68.2K
1.20%
Sole
773.48K
Shared
0.00
None
0.00

HOME DEPOT INC

DFND
COM
Shares184.20K
TypeSH
Market value$63.4K
1.11%
Sole
184.20K
Shared
0.00
None
0.00

COSTCO WHSL CORP NEW

DFND
COM
Shares72.26K
TypeSH
Market value$61.4K
1.08%
Sole
72.26K
Shared
0.00
None
0.00

WORLD GOLD TR

DFND
SPDR GLD MINIS
Shares1.30M
TypeSH
Market value$60.0K
1.05%
Sole
1.30M
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

DFND
PORTFOLIO DEVLPD
Shares1.57M
TypeSH
Market value$55.1K
0.97%
Sole
1.57M
Shared
0.00
None
0.00

EXXON MOBIL CORP

DFND
COM
Shares453.84K
TypeSH
Market value$52.2K
0.92%
Sole
453.84K
Shared
0.00
None
0.00

NVIDIA CORPORATION

DFND
COM
Shares410.98K
TypeSH
Market value$50.8K
0.89%
Sole
410.98K
Shared
0.00
None
0.00

MCDONALDS CORP

DFND
COM
Shares190.97K
TypeSH
Market value$48.7K
0.86%
Sole
190.97K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

DFND
INT-TERM CORP
Shares604.46K
TypeSH
Market value$48.3K
0.85%
Sole
604.46K
Shared
0.00
None
0.00

QUALCOMM INC

DFND
COM
Shares241.99K
TypeSH
Market value$48.2K
0.85%
Sole
241.99K
Shared
0.00
None
0.00

ABBVIE INC

DFND
COM
Shares278.31K
TypeSH
Market value$47.7K
0.84%
Sole
278.31K
Shared
0.00
None
0.00

WATSCO INC

DFND
COM
Shares101.38K
TypeSH
Market value$47.0K
0.83%
Sole
101.38K
Shared
0.00
None
0.00

CASEYS GEN STORES INC

DFND
COM
Shares122.08K
TypeSH
Market value$46.6K
0.82%
Sole
122.08K
Shared
0.00
None
0.00

STRYKER CORPORATION

DFND
COM
Shares133.85K
TypeSH
Market value$45.5K
0.80%
Sole
133.85K
Shared
0.00
None
0.00

MERCK & CO INC

DFND
COM
Shares359.79K
TypeSH
Market value$44.5K
0.78%
Sole
359.79K
Shared
0.00
None
0.00

TRACTOR SUPPLY CO

DFND
COM
Shares162.37K
TypeSH
Market value$43.8K
0.77%
Sole
162.37K
Shared
0.00
None
0.00

AUTOMATIC DATA PROCESSING IN

DFND
COM
Shares180.66K
TypeSH
Market value$43.1K
0.76%
Sole
180.66K
Shared
0.00
None
0.00

VERIZON COMMUNICATIONS INC

DFND
COM
Shares1.01M
TypeSH
Market value$41.6K
0.73%
Sole
1.01M
Shared
0.00
None
0.00
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