Bennett Associates Wealth Management Incresed Positions in Q3 2024

Bennett Associates Wealth Management

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
8.29K
+ 3.12%
$83.58 - $90.94 $692K - $753K
274K $24.9B
IEFA
Ishares Tr

ETFs
10.5K
+ 6.05%
$70.09 - $78.74 $735K - $826K
184K $14.4B
RODM
Hartford Multifactor Developed

ETFs
10.2K
+ 5.46%
$27.35 - $30.82 $278K - $313K
196K $5.99B
VO
Vanguard Mid Cap ETF

ETFs
997
+ 4.33%
$237.84 - $263.83 $237K - $263K
24K $6.33B
MGK
Vanguard Mega Cap Growth ETF

ETFs
1.59K
+ 8.77%
$285.48 - $330.24 $455K - $526K
19.8K $6.36B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.35K
+ 2.0%
$101.72 - $112.94 $137K - $152K
68.7K $7.75B
FDL
First Tr Morningstar Dividend

ETFs
1.38K
+ 1.54%
$37.66 - $42.06 $52.1K - $58.2K
91.1K $3.82B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.44K
+ 3.23%
$56.04 - $62.99 $193K - $217K
110K $6.71B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.4K
+ 6.25%
$41.9 - $48.26 $143K - $164K
57.8K $2.77B
EMB
Ishares Tr

ETFs
1.47K
+ 3.4%
$87.75 - $93.74 $129K - $138K
44.6K $4.17B
FTGC
First Trust Global Tactical CO

ETFs
9.31K
+ 10.57%
$22.3 - $24.39 $208K - $227K
97.3K $2.31B
SBUX
Starbucks Corp

Consumer Cyclical
916
+ 18.15%
$72.51 - $98.6 $66.4K - $90.3K
5.96K $581M
XLV
Select Sector Spdr Fund Health

ETFs
141
+ 1.89%
$143.3 - $157.24 $20.2K - $22.2K
7.59K $1.17B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
203
+ 1.49%
$69.16 - $76.64 $14K - $15.6K
13.8K $1.04B
HYLS
First Tr Tactical High Yield L

ETFs
664
+ 1.77%
$40.54 - $42.23 $26.9K - $28K
38.1K $1.6B
MDT
Medtronic PLC

Healthcare
205
+ 5.11%
$76.84 - $91.03 $15.8K - $18.7K
4.22K $379M
CSCO
Cisco Systems, Inc.

Technology
177
+ 1.93%
$44.74 - $53.22 $7.92K - $9.42K
9.34K $497M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
942
+ 6.09%
$59.61 - $60.15 $56.2K - $56.7K
16.4K $983M
CMCSA
Comcast Corp

Communication Services
694
+ 6.24%
$37.33 - $41.78 $25.9K - $29K
11.8K $493M
UNH
Unitedhealth Group Inc

Healthcare
20
+ 5.01%
$488.01 - $604.18 $9.76K - $12.1K
419 $245M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 6.28%
$194.9 - $224.8 $13.4K - $15.5K
1.17K $246M
PSX
Phillips 66

Energy
134
+ 3.58%
$125.0 - $147.17 $16.8K - $19.7K
3.88K $510M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
2.64K
+ 1.32%
$12.67 - $14.36 $33.4K - $37.9K
202K $2.72B
Activity Summary
Buys All Purchases 33 New Holdings 9 Increased Positions 24 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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