Bennett Associates Wealth Management Purchases in Q2 2025

Bennett Associates Wealth Management

  • $130 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
212K
New
$29.52 - $35.31 $6.26M - $7.49M
212K $7.48B
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.84K
+ 15.55%
$273.67 - $366.17 $778K - $1.04M
21.1K $7.74B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
6.12K
+ 8.51%
$97.68 - $121.38 $598K - $743K
78K $9.47B
FDL
First Tr Morningstar Dividend

ETFs
29.8K
+ 31.19%
$38.19 - $43.19 $1.14M - $1.29M
125K $5.24B
IWM
Ishares Russell 2000 ETF

ETFs
1.25K
+ 6.3%
$174.82 - $215.79 $218K - $270K
21.1K $4.55B
AVGO
Broadcom Inc.

Technology
542
+ 29.57%
$146.29 - $275.65 $79.3K - $149K
2.38K $655M
META
Meta Platforms, Inc.

Communication Services
467
New
$484.66 - $738.09 $226K - $345K
467 $345M
TGT
Target Corp

Consumer Defensive
3.45K
New
$88.76 - $105.77 $306K - $364K
3.45K $340M
TROW
Price T Rowe Group Inc

Financial Services
3.45K
New
$80.27 - $98.06 $277K - $339K
3.45K $333M
GE
General Electric CO

Industrials
1.29K
New
$166.81 - $257.39 $215K - $332K
1.29K $332M
BAC
Bank Of America Corp

Financial Services
5.86K
New
$34.39 - $47.46 $201K - $278K
5.86K $277M
BK
Bank Of New York Mellon Corp

Financial Services
3.03K
New
$73.31 - $91.62 $222K - $277K
3.03K $276M
PG
Procter & Gamble CO

Consumer Defensive
1.42K
New
$157.66 - $172.39 $224K - $245K
1.42K $226M
GOOG
Alphabet Inc.

Communication Services
1.17K
New
$146.58 - $180.01 $172K - $211K
1.17K $208M
NVDA
Nvidia Corp

Technology
205
+ 8.05%
$94.31 - $157.99 $19.3K - $32.4K
2.75K $435M
JPM
Jpmorgan Chase & CO

Financial Services
68
+ 3.92%
$210.28 - $289.91 $14.3K - $19.7K
1.8K $523M
AMZN
Amazon Com Inc

Consumer Cyclical
155
+ 10.44%
$167.32 - $223.3 $25.9K - $34.6K
1.64K $360M
ADI
Analog Devices Inc

Technology
46
+ 2.92%
$164.6 - $238.02 $7.57K - $10.9K
1.62K $387M
PSX
Phillips 66

Energy
697
+ 18.04%
$92.87 - $125.73 $64.7K - $87.6K
4.56K $544M
Blackrock Inc
1
+ 0.18%
N/A
547 $574M
SBUX
Starbucks Corp

Consumer Cyclical
878
+ 19.9%
$79.69 - $99.41 $70K - $87.3K
5.29K $485M
TXN
Texas Instruments Inc

Technology
1
+ 0.06%
N/A
1.8K $374M
AAPL
Apple Inc.

Technology
228
+ 14.87%
$172.42 - $223.89 $39.3K - $51K
1.76K $361M
PPG
Ppg Industries Inc

Basic Materials
33
+ 1.17%
$91.66 - $115.04 $3.02K - $3.8K
2.86K $325M
UNP
Union Pacific Corp

Industrials
24
+ 1.84%
$208.27 - $238.46 $5K - $5.72K
1.33K $305M
Activity Summary
Buys All Purchases 26 New Holdings 10 Increased Positions 16 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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