Bennett Associates Wealth Management Portfolio Holdings

Bennett Associates Wealth Management

  • $122 Billion
  • Q3 2024

Bennett Associates Wealth Management has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $122 Billion distributed in 45 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 $24.9B, Ishares Tr with a value of $14.4B, Goldman Sachs ETF Tr Activebet with a value of $7.75B, Ishares Inc Msci Emerging Mkts with a value of $6.71B, and Vanguard Mega Cap Growth ETF with a value of $6.36B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $111B to 122B.

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 $122 Billion
ETFs: $114 Billion
Technology: $2.21 Billion
Financial Services: $1.39 Billion
Healthcare: $1.34 Billion
Consumer Cyclical: $810 Million
Industrials: $697 Million
Energy: $510 Million
Communication Services: $493 Million
Other: $1.06 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.27T
$682 Million 0.56% of portfolio
1,585
Q3 2024 Reduced 2.82%
$381B
$508 Million 0.42% of portfolio
3,136
Q3 2024 New
$246B
$497 Million 0.41% of portfolio
9,338
Q3 2024 Added 1.93%
$211B
$454 Million 0.37% of portfolio
2,671
Q3 2024 New
$228B
$350 Million 0.29% of portfolio
991
Q3 2024 Reduced 2.94%
$473B
$245 Million 0.2% of portfolio
419
Q3 2024 Added 5.01%
$711B
$246 Million 0.2% of portfolio
1,167
Q3 2024 Added 6.28%
$216B
$229 Million 0.19% of portfolio
751
Q3 2024 New
$252B
$212 Million 0.17% of portfolio
1,867
Q3 2024 Reduced 3.16%
$356B
$209 Million 0.17% of portfolio
5,260
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $122 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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