• 13F History

Bennett Associates Wealth Management

13F Filings History

Latest 13F report
Q1 2025 - Apr 9, 2025
Value $
$121M
Signature - Title
Collin Randall - CCO
Location
Butler, PA
Summary
This page shows a list of all the recent 13F filings made by Bennett Associates Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bennett Associates Wealth Management reported 43 stock holdings with total value $121M as of Q1 2025. Top holdings included FTCS, IEFA, VO, GSLC, and EMXC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 43 $121M +$3.48M -$3.64M -$164K FTCS, IEFA, VO, GSLC, EMXC 13F-HR 4/9/2025, 03:00 PM
Q4 2024 46 $121M +$11.5M -$8.64M +$2.82M FTCS, IEFA, VO, GSLC, MGK 13F-HR 1/14/2025, 08:37 PM
Q3 2024 45 $122M +$9.49M -$5.3M +$4.19M FTCS, IEFA, GSLC, EMXC, MGK 13F-HR 11/7/2024, 12:02 PM
Q2 2024 41 $111M +$11.3M -$10.5M +$810K FTCS, IEFA, GSLC, FIXD, EMXC 13F-HR 7/16/2024, 05:49 PM
Q1 2024 38 $111M +$11.1M -$7.69M +$3.43M FTCS, IEFA, GSLC, VO, FIXD 13F-HR 4/22/2024, 07:56 PM
Q4 2023 38 $103M $0 $0 FTCS, IEFA, VO, GSLC, FIXD 13F-HR 2/14/2024, 12:00 PM