Bennett Associates Wealth Management Incresed Positions in Q4 2024

Bennett Associates Wealth Management

  • $121 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
14.6K
+ 60.99%
$261.5 - $284.63 $3.83M - $4.17M
38.6K $10.2B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
24.7K
+ 30.14%
$45.07 - $47.1 $1.11M - $1.16M
106K $4.81B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.65K
+ 8.23%
$111.85 - $120.71 $632K - $682K
74.3K $8.56B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
18.6K
+ 17.86%
$42.84 - $45.38 $797K - $844K
123K $5.27B
MGK
Vanguard Mega Cap Growth ETF

ETFs
107
+ 0.54%
$316.94 - $357.88 $33.9K - $38.3K
19.9K $6.82B
MSFT
Microsoft Corp

Technology
753
+ 47.51%
$406.35 - $454.46 $306K - $342K
2.34K $985M
HYLS
First Tr Tactical High Yield L

ETFs
7.33K
+ 19.24%
$41.29 - $42.03 $303K - $308K
45.4K $1.88B
IWM
Ishares Russell 2000 ETF

ETFs
1.21K
+ 6.47%
$216.13 - $242.4 $261K - $293K
19.9K $4.39B
JPM
Jpmorgan Chase & CO

Financial Services
693
+ 59.38%
$205.18 - $250.29 $142K - $173K
1.86K $446M
UNH
Unitedhealth Group Inc

Healthcare
233
+ 55.61%
$485.52 - $625.25 $113K - $146K
652 $330M
MCD
Mcdonalds Corp

Consumer Cyclical
171
+ 22.77%
$288.47 - $316.54 $49.3K - $54.1K
922 $267M
FDL
First Tr Morningstar Dividend

ETFs
4.6K
+ 5.05%
$39.59 - $43.95 $182K - $202K
95.7K $3.85B
BAC
Bank Of America Corp

Financial Services
126
+ 2.4%
$39.22 - $47.77 $4.94K - $6.02K
5.39K $237M
XLE
Energy Sector Spdr

ETFs
680
+ 3.66%
$83.32 - $97.27 $56.7K - $66.1K
19.2K $1.65B
MRK
Merck & Co., Inc.

Healthcare
323
+ 17.3%
$96.31 - $114.76 $31.1K - $37.1K
2.19K $218M
ADI
Analog Devices Inc

Technology
36
+ 2.44%
$206.35 - $236.48 $7.43K - $8.51K
1.51K $321M
PSX
Phillips 66

Energy
421
+ 10.85%
$110.35 - $138.93 $46.5K - $58.5K
4.3K $490M
TXN
Texas Instruments Inc

Technology
61
+ 3.68%
N/A
1.72K $323M
LHX
L3 Harris Technologies, Inc.

Industrials
77
+ 5.67%
$208.94 - $264.22 $16.1K - $20.3K
1.44K $302M
PEP
Pepsico Inc

Consumer Defensive
164
+ 6.14%
$151.29 - $176.1 $24.8K - $28.9K
2.84K $431M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
653
+ 2.22%
$45.17 - $47.23 $29.5K - $30.8K
30K $1.36B
CMCSA
Comcast Corp

Communication Services
169
+ 1.43%
$37.39 - $45.14 $6.32K - $7.63K
12K $450M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
640
+ 2.18%
$96.64 - $101.23 $61.8K - $64.8K
30K $2.9B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
83
+ 0.14%
$44.04 - $49.49 $3.66K - $4.11K
57.9K $2.55B
RODM
Hartford Multifactor Developed

ETFs
2.51K
+ 1.28%
$28.36 - $30.42 $71.3K - $76.4K
199K $5.65B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.11K
+ 3.74%
$55.45 - $61.08 $228K - $251K
114K $6.32B
IEFA
Ishares Tr

ETFs
214
+ 0.12%
$70.06 - $77.43 $15K - $16.6K
184K $12.9B
Activity Summary
Buys All Purchases 35 New Holdings 7 Increased Positions 28 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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