Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bennett Associates Wealth Management > Profile

Instuitional Investor - Bennett Associates Wealth Management

Fund Profile
Filing Period:
Fund Name: Bennett Associates Wealth Management
Portfolio Value $144,274,652
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Internet Gold Golden Lines Ltd
 IGLD 258,042 $23,871,876 16.55%
2.
Ishares Trust
 VLUE 165,731 $14,826,295 10.28%
3.
Vanguard World Fd
 29,806 $12,303,023 8.53%
4.
Goldman Sachs Etf Tr
 81,297 $10,761,284 7.46%
5.
First Tr Exchange-Traded Fd
 183,333 $8,128,985 5.63%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.