Bennett Associates Wealth Management Incresed Positions in Q3 2025

Bennett Associates Wealth Management

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FDL
First Tr Morningstar Dividend

ETFs
52.4K
+ 41.83%
$41.96 - $44.59 $2.2M - $2.34M
178K $7.71B
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.09K
+ 19.35%
$362.31 - $405.74 $1.48M - $1.66M
25.2K $10.2B
FTCS
First Trust Capital Strength E

ETFs
12.8K
+ 4.92%
$89.72 - $93.74 $1.15M - $1.2M
273K $25.5B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
5.04K
+ 6.45%
$121.46 - $130.92 $612K - $659K
83.1K $10.8B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
26K
+ 23.75%
$45.6 - $46.92 $1.19M - $1.22M
135K $6.33B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
18.2K
+ 15.29%
$43.36 - $44.8 $789K - $815K
137K $6.09B
GOOG
Alphabet Inc.

Communication Services
1.56K
+ 133.3%
$175.16 - $255.24 $273K - $398K
2.73K $665M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.73K
+ 11.85%
$97.75 - $100.75 $365K - $376K
35.2K $3.53B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
20.2K
+ 12.71%
$12.9 - $13.59 $261K - $275K
179K $2.41B
FTGC
First Trust Global Tactical CO

ETFs
8.62K
+ 10.22%
$24.67 - $26.32 $213K - $227K
92.9K $2.41B
XLE
Energy Sector Spdr

ETFs
1.61K
+ 9.13%
$84.25 - $91.99 $136K - $148K
19.3K $1.72B
EMB
Ishares Tr

ETFs
1.56K
+ 7.09%
$91.52 - $95.59 $143K - $149K
23.6K $2.24B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
3.57K
+ 11.96%
$45.72 - $47.27 $163K - $169K
33.4K $1.57B
MSFT
Microsoft Corp

Technology
183
+ 10.46%
$491.09 - $535.64 $89.9K - $98K
1.93K $1B
META
Meta Platforms, Inc.

Communication Services
169
+ 36.19%
$695.21 - $791.73 $117K - $134K
636 $467M
MDT
Medtronic PLC

Healthcare
379
+ 11.19%
$87.67 - $95.74 $33.2K - $36.3K
3.77K $359M
NEE
Nextera Energy Inc

Utilities
536
+ 14.72%
$69.77 - $77.54 $37.4K - $41.6K
4.18K $315M
AMGN
Amgen Inc

Healthcare
200
+ 14.23%
$271.18 - $309.22 $54.2K - $61.8K
1.61K $453M
JPM
Jpmorgan Chase & CO

Financial Services
39
+ 2.16%
$282.78 - $316.06 $11K - $12.3K
1.84K $581M
UNP
Union Pacific Corp

Industrials
199
+ 15.01%
$214.91 - $237.16 $42.8K - $47.2K
1.53K $360M
BAC
Bank Of America Corp

Financial Services
24
+ 0.41%
$44.92 - $52.42 $1.08K - $1.26K
5.88K $303M
CMCSA
Comcast Corp

Communication Services
1.25K
+ 14.88%
$31.41 - $36.33 $39.4K - $45.6K
9.68K $304M
AMZN
Amazon Com Inc

Consumer Cyclical
7
+ 0.43%
$211.65 - $238.24 $1.48K - $1.67K
1.65K $362M
CSCO
Cisco Systems, Inc.

Technology
65
+ 0.88%
$66.2 - $71.79 $4.3K - $4.67K
7.47K $511M
SBUX
Starbucks Corp

Consumer Cyclical
157
+ 2.97%
$81.9 - $96.86 $12.9K - $15.2K
5.45K $461M
TXN
Texas Instruments Inc

Technology
55
+ 3.05%
N/A
1.86K $341M
Activity Summary
Buys All Purchases 33 New Holdings 6 Increased Positions 27 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bennett Associates Wealth Management Portfolio

Follow Bennett Associates Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bennett Associates Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Bennett Associates Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email