Bennett Associates Wealth Management Reduced Holdings in Q3 2024

Bennett Associates Wealth Management

  • $122 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-44.8K
- 30.08%
$42.87 - $45.76 $1.92M - $2.05M
104K $4.71B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-9.64K
- 24.75%
$96.25 - $101.98 $928K - $983K
29.3K $2.97B
MSFT
Microsoft Corp

Technology
-46
- 2.82%
$395.15 - $467.56 $18.2K - $21.5K
1.59K $682M
MRK
Merck & Co., Inc.

Healthcare
-61
- 3.16%
$111.15 - $128.97 $6.78K - $7.87K
1.87K $212M
LHX
L3 Harris Technologies, Inc.

Industrials
-192
- 12.38%
$221.96 - $243.27 $42.6K - $46.7K
1.36K $323M
ADI
Analog Devices Inc

Technology
-122
- 7.65%
$200.56 - $243.33 $24.5K - $29.7K
1.47K $339M
TXN
Texas Instruments Inc

Technology
-155
- 8.54%
$194.6 - $194.6 $30.2K - $30.2K
1.66K $343M
APD
Air Products & Chemicals, Inc.

Basic Materials
-93
- 6.79%
$247.34 - $300.11 $23K - $27.9K
1.28K $380M
ACN
Accenture PLC

Technology
-30
- 2.94%
$295.44 - $355.81 $8.86K - $10.7K
991 $350M
TDIV
First Trust Nasdaq Technology

ETFs
-885
- 3.47%
$70.51 - $81.07 $62.4K - $71.7K
24.6K $1.98B
IWM
Ishares Russell 2000 ETF

ETFs
-1.25K
- 6.27%
$200.87 - $224.6 $251K - $281K
18.7K $4.13B
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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