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  Name: Bennett Associates Wealth Management
  City: Butler
  State: PA
  Zip: 16001
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $110,770,000
  Total Value Change : $8,259,000
  Securities Held Change : 0
   
All Securities Held : 38
  New Positions : 4
  Closed Positions : 4
  Increased Positions : 22
  Unchanged Positions : 0
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (ADI)1 Year Chart         ADI Analog Devices Inc 39 Closed $234.77 $0 0 0% -391,000 -1,969 0    Semiconductor- Broad...
   (RTX)1 Year Chart         RTX RTX Corp 42 Closed $101.02 $0 0 0% -378,000 -4,490 0    Conglomerates
   (PG)1 Year Chart         PG Procter & Gamble Co 41 Closed $167.06 $0 0 0% -465,000 -3,170 0    Cleaning Products
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 40 Closed $267.22 $0 0 0% -348,000 -1,540 0    Property & Casualty I...

      4 Records Found
  1    
Page 1 of 1
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