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Collin Randall

@Bennett Associates Wealth Management

Latest period2024 - Q4ReportedManaged Assets$120.51MTotal holdings46
Assets growth rate-1.3%Assets growth rate (2-Q avg)4.35%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bennett Associates Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 46 positions.

Assets under management

The assets under management (AUM) of Bennett Associates Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 120.51M in assets, with a quarterly growth rate of -1.3% and a 2-quarter average growth rate of 4.35%. The portfolio is managed by Collin Randall, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLVSelect Sector Spdr Tr
Recent Activity
Exited
0%
$1.17M
7,594 shares@ $154.02 avg price
BLVVanguard Bd Index Fds
Recent Activity
Exited
0%
$1.037M
13,793 shares@ $75.17 avg price
FTSMFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$983,065
16,420 shares@ $59.87 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$573,504
604 shares@ $949.51 avg price
JNJJohnson & Johnson
Recent Activity
Exited
0%
$508,221
3,136 shares@ $162.07 avg price
ACNAccenture Plc Ireland
Recent Activity
Exited
0%
$350,299
991 shares@ $353.49 avg price