Bennett Associates Wealth Management Reduced Holdings in Q2 2025

Bennett Associates Wealth Management

  • $130 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RODM
Hartford Multifactor Developed

ETFs
-133K
- 66.68%
$28.23 - $34.22 $3.75M - $4.55M
66.4K $2.27B
VO
Vanguard Mid Cap ETF

ETFs
-11.1K
- 29.46%
$228.54 - $279.83 $2.53M - $3.09M
26.5K $7.41B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-35K
- 18.03%
$12.21 - $13.9 $427K - $486K
159K $2.07B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-8.8K
- 6.89%
$42.72 - $44.24 $376K - $389K
119K $5.22B
XLE
Energy Sector Spdr

ETFs
-1.83K
- 9.39%
$76.44 - $94.13 $140K - $172K
17.6K $1.5B
FTGC
First Trust Global Tactical CO

ETFs
-7.44K
- 8.11%
$23.09 - $25.91 $172K - $193K
84.3K $2.08B
CMCSA
Comcast Corp

Communication Services
-3.46K
- 29.08%
$32.84 - $36.72 $113K - $127K
8.43K $301M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.71K
- 5.43%
$45.2 - $46.6 $77.4K - $79.8K
29.8K $1.38B
AMGN
Amgen Inc

Healthcare
-104
- 6.89%
$262.28 - $309.85 $27.3K - $32.2K
1.41K $392M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.3K
- 1.17%
$45.12 - $46.23 $58.7K - $60.1K
109K $5.06B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-261
- 0.82%
$96.84 - $99.46 $25.3K - $26K
31.5K $3.13B
NEE
Nextera Energy Inc

Utilities
-87
- 2.33%
$64.11 - $75.0 $5.58K - $6.53K
3.64K $253M
EMB
Ishares Tr

ETFs
-232
- 1.04%
$86.54 - $92.62 $20.1K - $21.5K
22K $2.04B
HYLS
First Tr Tactical High Yield L

ETFs
-7
- 0.02%
$39.8 - $41.84 $279 - $293
45.6K $1.91B
CSCO
Cisco Systems, Inc.

Technology
-278
- 3.62%
$53.19 - $69.38 $14.8K - $19.3K
7.4K $514M
MSFT
Microsoft Corp

Technology
-303
- 14.77%
$354.56 - $497.45 $107K - $151K
1.75K $870M
TDIV
First Trust Nasdaq Technology

ETFs
-3.41K
- 13.84%
$64.41 - $90.17 $220K - $307K
21.2K $1.91B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.2K
- 1.95%
$39.89 - $49.46 $48K - $59.5K
60.4K $2.99B
FTCS
First Trust Capital Strength E

ETFs
-370
- 0.14%
$81.6 - $92.39 $30.2K - $34.2K
260K $23.6B
IEFA
Ishares Tr

ETFs
-9.94K
- 5.31%
$67.83 - $84.09 $674K - $836K
177K $14.8B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.93K
- 1.59%
$50.08 - $63.14 $96.7K - $122K
119K $7.52B
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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