Bennett Associates Wealth Management Incresed Positions in Q2 2025

Bennett Associates Wealth Management

Stock	Shares change	Price Range	Shares Held
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
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

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