Bennett Associates Wealth Management Portfolio Holdings

Bennett Associates Wealth Management

  • $130 Billion
  • Q2 2025

Bennett Associates Wealth Management has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $130 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Capital Strength E with a value of $23.6B, Ishares Tr with a value of $14.8B, Goldman Sachs ETF Tr Activebet with a value of $9.47B, Vanguard Mega Cap Growth ETF with a value of $7.74B, and Ishares Inc Msci Emerging Mkts with a value of $7.52B.

Examining the 13F form we can see an increase of $8.73B in the current position value, from $121B to 130B.

Bennett Associates Wealth Management is based out at Butler, PA

Below you can find more details about Bennett Associates Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $130 Billion
ETFs: $119 Billion
Technology: $3.59 Billion
Financial Services: $1.41 Billion
Industrials: $1.04 Billion
Communication Services: $853 Million
Consumer Cyclical: $845 Million
Healthcare: $688 Million
Consumer Defensive: $566 Million
Other: $1.12 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$870 Million 0.67% of portfolio
1,749
Q2 2025 Reduced 14.77%
$118B
$655 Million 0.5% of portfolio
2,375
Q2 2025 Added 29.57%
$60.1B
$544 Million 0.42% of portfolio
4,560
Q2 2025 Added 18.04%
$876B
$523 Million 0.4% of portfolio
1,804
Q2 2025 Added 3.92%
$282B
$514 Million 0.39% of portfolio
7,403
Q2 2025 Reduced 3.62%
$108B
$485 Million 0.37% of portfolio
5,290
Q2 2025 Added 19.9%
$432B
$435 Million 0.33% of portfolio
2,752
Q2 2025 Added 8.05%
$110B
$406 Million 0.31% of portfolio
876
Q2 2025 Reduced 8.75%
$117B
$387 Million 0.3% of portfolio
1,624
Q2 2025 Added 2.92%
$164B
$392 Million 0.3% of portfolio
1,405
Q2 2025 Reduced 6.89%
$177B
$374 Million 0.29% of portfolio
1,801
Q2 2025 Added 0.06%
$3.44T
$361 Million 0.28% of portfolio
1,761
Q2 2025 Added 14.87%
$2.36T
$360 Million 0.28% of portfolio
1,640
Q2 2025 Added 10.44%
$1.6T
$345 Million 0.27% of portfolio
467
Q2 2025 New
$48.8B
$340 Million 0.26% of portfolio
3,445
Q2 2025 New
$24.1B
$333 Million 0.26% of portfolio
3,454
Q2 2025 New
$27.3B
$325 Million 0.25% of portfolio
2,856
Q2 2025 Added 1.17%
$138B
$305 Million 0.23% of portfolio
1,326
Q2 2025 Added 1.84%
$148B
$301 Million 0.23% of portfolio
8,426
Q2 2025 Reduced 29.08%
$124B
$295 Million 0.23% of portfolio
3,388
Q2 2025 New
$389B
$277 Million 0.21% of portfolio
5,857
Q2 2025 New
$81.6B
$276 Million 0.21% of portfolio
3,025
Q2 2025 New
$141B
$253 Million 0.19% of portfolio
3,641
Q2 2025 Reduced 2.33%
$375B
$226 Million 0.17% of portfolio
1,420
Q2 2025 New
$1.18T
$208 Million 0.16% of portfolio
1,171
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $130 Billion
  • Prior Value $121 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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