Bennett Associates Wealth Management Purchases in Q4 2025

Bennett Associates Wealth Management

  • $144 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HGER
Harbor ETF Tr All Weather Infl
138K
New
$25.61 - $27.12 $3.54M - $3.75M
138K $3.43B
MGK
Vanguard Mega Cap Growth ETF

ETFs
4.58K
+ 18.15%
$394.96 - $425.89 $1.81M - $1.95M
29.8K $12.3B
NVDA
Nvidia Corp

Technology
2.31K
+ 84.85%
$179.83 - $207.04 $415K - $478K
5.03K $938M
JKHY
Henry Jack & Associates Inc

Technology
2.32K
New
$146.26 - $167.17 $339K - $387K
2.32K $423M
FDL
First Tr Morningstar Dividend

ETFs
5.72K
+ 3.22%
$42.27 - $43.9 $242K - $251K
183K $8.13B
PH
Parker Hannifin Corp

Industrials
468
New
$716.66 - $857.93 $335K - $402K
468 $411M
GOOG
Alphabet Inc.

Communication Services
640
+ 23.43%
$237.49 - $291.74 $152K - $187K
3.37K $1.06B
CAT
Caterpillar Inc

Industrials
652
New
$480.82 - $585.49 $313K - $382K
652 $374M
AMZN
Amazon Com Inc

Consumer Cyclical
1.51K
+ 91.56%
$213.04 - $254.0 $321K - $383K
3.16K $728M
V
Visa Inc.

Financial Services
999
New
$325.75 - $352.42 $325K - $352K
999 $350M
BR
Broadridge Financial Solutions, Inc.

Technology
1.46K
New
$217.49 - $236.9 $318K - $346K
1.46K $326M
AVGO
Broadcom Inc.

Technology
936
New
$324.63 - $385.98 $304K - $361K
936 $324M
ABBV
Abb Vie Inc.

Healthcare
1.31K
New
$211.96 - $244.38 $277K - $319K
1.31K $298M
MA
Mastercard Inc

Financial Services
487
New
$536.85 - $580.45 $261K - $283K
487 $278M
MSFT
Microsoft Corp

Technology
691
+ 35.77%
$496.82 - $542.07 $343K - $375K
2.62K $1.27B
JPM
Jpmorgan Chase & CO

Financial Services
713
+ 38.69%
$294.11 - $320.41 $210K - $228K
2.56K $824M
XOM
Exxon Mobil Corp

Energy
2K
New
$110.64 - $119.78 $221K - $239K
2K $240M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
5.64K
+ 4.16%
$46.57 - $47.16 $263K - $266K
141K $6.57B
LLY
Eli Lilly & CO

Healthcare
133
+ 43.04%
$799.57 - $1025.28 $106K - $136K
442 $475M
AXP
American Express CO

Financial Services
613
New
$316.26 - $372.77 $194K - $229K
613 $227M
GILD
Gilead Sciences, Inc.

Healthcare
1.73K
New
$110.56 - $125.2 $191K - $216K
1.73K $212M
WMT
Walmart Inc.

Consumer Defensive
1.88K
New
$101.18 - $109.03 $190K - $205K
1.88K $209M
HD
Home Depot, Inc.

Consumer Cyclical
596
New
$358.03 - $397.02 $213K - $237K
596 $205M
INTU
Intuit Inc

Technology
307
New
$641.79 - $683.39 $197K - $210K
307 $203M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.43K
+ 4.05%
$99.87 - $101.27 $143K - $145K
36.7K $3.66B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
3.17K
+ 2.31%
$44.38 - $44.96 $141K - $142K
140K $6.22B
HYLS
First Tr Tactical High Yield L

ETFs
2.83K
+ 5.41%
$41.67 - $42.1 $118K - $119K
55.1K $2.3B
META
Meta Platforms, Inc.

Communication Services
231
+ 36.32%
$609.01 - $751.67 $141K - $174K
867 $572M
TGT
Target Corp

Consumer Defensive
610
+ 18.93%
$85.53 - $97.77 $52.2K - $59.6K
3.83K $375M
AMGN
Amgen Inc

Healthcare
12
+ 0.75%
$290.13 - $341.71 $3.48K - $4.1K
1.62K $529M
EMB
Ishares Tr

ETFs
526
+ 2.23%
$94.63 - $97.03 $49.8K - $51K
24.1K $2.32B
UBER
Uber Technologies, Inc

Technology
1.29K
+ 58.4%
$91.62 - $100.1 $118K - $129K
3.5K $286M
NEE
Nextera Energy Inc

Utilities
462
+ 11.06%
$78.18 - $86.03 $36.1K - $39.7K
4.64K $372M
SBUX
Starbucks Corp

Consumer Cyclical
668
+ 12.26%
$78.46 - $87.26 $52.4K - $58.3K
6.12K $515M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
983
+ 2.94%
$46.85 - $47.44 $46.1K - $46.6K
34.4K $1.62B
BAC
Bank Of America Corp

Financial Services
314
+ 5.34%
$48.65 - $54.11 $15.3K - $17K
6.2K $341M
MCD
Mcdonalds Corp

Consumer Cyclical
10
+ 1.33%
$293.81 - $310.11 $2.94K - $3.1K
762 $233M
TXN
Texas Instruments Inc

Technology
65
+ 3.5%
N/A
1.92K $333M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
349
+ 0.19%
$13.16 - $13.86 $4.59K - $4.84K
180K $2.38B
VO
Vanguard Mid Cap ETF

ETFs
195
+ 0.77%
$286.27 - $296.23 $55.8K - $57.8K
25.7K $7.45B
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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