Bennett Associates Wealth Management holdings history

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51 is the total number of securities Bennett Associates Wealth Management has owned. The longest Bennett Associates Wealth Management has owned a single stock is 3 quarters.

Bennett Associates Wealth Management historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
FTCS FIRST TR EXCHANGE-TRAD...3319.97%20.11%20.26%Q4 2023Q2 20243
IEFA ISHARES TR3311.35%11.47%11.61%Q4 2023Q2 20243
GSLC GOLDMAN SACHS ETF TR336.48%6.88%7.10%Q4 2023Q2 20243
VO VANGUARD INDEX FDS335.02%6.71%9.32%Q4 2023Q2 20243
FIXD FIRST TR EXCHNG TRADED...335.41%5.60%5.78%Q4 2023Q2 20243
RODM LATTICE STRATEGIES TR334.54%4.62%4.69%Q4 2023Q2 20243
IWM ISHARES TR333.64%4.19%5.24%Q4 2023Q2 20243
AGG ISHARES TR333.35%3.39%3.41%Q4 2023Q2 20243
IUSB ISHARES TR333.14%3.17%3.19%Q4 2023Q2 20243
EMB ISHARES TR332.88%3.10%3.44%Q4 2023Q2 20243
FDL FIRST TR MORNINGSTAR D...332.96%3.06%3.17%Q4 2023Q2 20243
PDBC INVESCO ACTVELY MNGD E...332.18%2.45%2.66%Q4 2023Q2 20243
VWO VANGUARD INTL EQUITY I...332.01%2.06%2.14%Q4 2023Q2 20243
FTGC FIRST TR EXCHANGE TRAD...331.72%1.87%1.99%Q4 2023Q2 20243
TDIV FIRST TR EXCHANGE-TRAD...331.60%1.66%1.74%Q4 2023Q2 20243
HYLS FIRST TR EXCHANGE-TRAD...331.36%1.37%1.40%Q4 2023Q2 20243
XLV SELECT SECTOR SPDR TR330.93%0.95%0.98%Q4 2023Q2 20243
BLV VANGUARD BD INDEX FDS330.84%0.87%0.90%Q4 2023Q2 20243
FTSM FIRST TR EXCHANGE-TRAD...330.79%0.82%0.83%Q4 2023Q2 20243
MSFT MICROSOFT CORP330.49%0.67%0.85%Q4 2023Q2 20243
PSX PHILLIPS 66330.48%0.56%0.60%Q4 2023Q2 20243
BLK BLACKROCK INC330.44%0.49%0.56%Q4 2023Q2 20243
AMGN AMGEN INC330.46%0.46%0.47%Q4 2023Q2 20243
CMCSA COMCAST CORP NEW330.39%0.44%0.46%Q4 2023Q2 20243
CSCO CISCO SYS INC330.39%0.42%0.44%Q4 2023Q2 20243
TGT TARGET CORP330.33%0.42%0.49%Q4 2023Q2 20243
MDT MEDTRONIC PLC330.28%0.32%0.37%Q4 2023Q2 20243
APD AIR PRODS & CHEMS INC330.32%0.32%0.33%Q4 2023Q2 20243
ACN ACCENTURE PLC IRELAND330.28%0.32%0.37%Q4 2023Q2 20243
MRK MERCK & CO INC330.21%0.21%0.22%Q4 2023Q2 20243
IEMG ISHARES INC225.06%5.07%5.08%Q4 2023Q1 20242
MGK VANGUARD WORLD FD224.64%4.89%5.14%Q1 2024Q2 20242
HD HOME DEPOT INC220.41%0.45%0.48%Q4 2023Q1 20242
UPS UNITED PARCEL SERVICE INC220.41%0.44%0.46%Q4 2023Q1 20242
ADI ANALOG DEVICES INC110.33%0.35%0.38%Q4 2023Q2 20242
MCD MCDONALDS CORP220.18%0.21%0.23%Q4 2023Q1 20242
EMXC ISHARES INC115.68%5.68%5.68%Q2 2024Q2 20241
LMT LOCKHEED MARTIN CORP110.52%0.52%0.52%Q1 2024Q1 20241
PG PROCTER AND GAMBLE CO110.45%0.45%0.45%Q4 2023Q4 20231
PEP PEPSICO INC110.44%0.44%0.44%Q1 2024Q1 20241
RTX RTX CORPORATION110.37%0.37%0.37%Q4 2023Q4 20231
SBUX STARBUCKS CORP110.35%0.35%0.35%Q2 2024Q2 20241
CB CHUBB LIMITED110.34%0.34%0.34%Q4 2023Q4 20231
TXN TEXAS INSTRS INC110.32%0.32%0.32%Q2 2024Q2 20241
HON HONEYWELL INTL INC110.32%0.32%0.32%Q2 2024Q2 20241
LHX L3HARRIS TECHNOLOGIES INC110.31%0.31%0.31%Q2 2024Q2 20241
AAPL APPLE INC110.30%0.30%0.30%Q1 2024Q1 20241
MDLZ MONDELEZ INTL INC110.27%0.27%0.27%Q2 2024Q2 20241
JPM JPMORGAN CHASE & CO.110.20%0.20%0.20%Q2 2024Q2 20241
GD GENERAL DYNAMICS CORP110.19%0.19%0.19%Q2 2024Q2 20241
UNH UNITEDHEALTH GROUP INC110.18%0.18%0.18%Q2 2024Q2 20241
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The securities at the top of the list , including FIRST TR EXCHANGE-TRADED FD, ISHARES TR, and GOLDMAN SACHS ETF TR, are the highest-conviction holdings of Bennett Associates Wealth Management.

The conviction is calculated by counting the number of quarters a security has been reported by Bennett Associates Wealth Management. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Bennett Associates Wealth Management owns currently or has owned in the past.