Bennett Associates Wealth Management New Holdings in Q3 2024

Bennett Associates Wealth Management

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
18.6K
New
$84.35 - $93.39 $1.57M - $1.73M
18.6K $1.63B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
29.4K
New
$44.9 - $47.55 $1.32M - $1.4M
29.4K $1.39B
JNJ
Johnson & Johnson

Healthcare
3.14K
New
$145.48 - $167.38 $456K - $525K
3.14K $508M
PEP
Pepsico Inc

Consumer Defensive
2.67K
New
$161.9 - $179.3 $432K - $479K
2.67K $454M
UNP
Union Pacific Corp

Industrials
1.52K
New
$221.78 - $256.09 $336K - $388K
1.52K $374M
CB
Chubb LTD

Financial Services
1.26K
New
$252.51 - $292.2 $318K - $368K
1.26K $363M
NEE
Nextera Energy Inc

Utilities
2.71K
New
$69.9 - $84.97 $190K - $231K
2.71K $229M
MCD
Mcdonalds Corp

Consumer Cyclical
751
New
$245.82 - $304.51 $185K - $229K
751 $229M
BAC
Bank Of America Corp

Financial Services
5.26K
New
$36.65 - $44.13 $193K - $232K
5.26K $209M
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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