Bennett-Associates-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "BLK", "AVGO", null, null, "MCD", "UNP", "EMXC", null, null, "MSFT", null, null, "PEP", "UNH", "AAPL", "NVDA", "LMT", "AMGN", "PPG", "IEFA", null, "SBUX", "TXN", "VO", "VWO", null, "GSLC", "AMZN", null, null, "MGK", "PSX", null, null, null, "CB", "CSCO", "CMCSA", "ADI", "NEE", "IWM", "JNJ", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-09
- Total Holdings
- 43
- Total Value
- 121321642
- Accession Number
- 0001085146-25-001977
- Form Type
- 13F-HR
- Manager Name
- Bennett-Associates-Wealth-Management
Data Enrichment
70% identified30 identified13 unidentified
Holdings
43 positions • $121.3M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.7K | YoY NEW(+3.7K) | All Managers (Combined) | $264.3K | 0.2% ($264.3K/$121.3M) | YoY NEW(+$264.3K) | |
| 462 | YoY NEW(+462) | All Managers (Combined) | $242.0K | 0.2% ($242.0K/$121.3M) | YoY NEW(+$242.0K) | |
MCDONALDS CORP(MCDcusip580135101) | 728 | YoY +0.55% (+4) | All Managers (Combined) | $227.4K | 0.2% ($227.4K/$121.3M) |