BENNETT ASSOCIATES WEALTH MANAGEMENT
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NJR | 7K | $409.15K |
 | CSCO | 7K | $535.53K |
 | NVDA | 6K | $993.56K |
 | BAC | 6K | $276.02K |
 | NEE | 5K | $428.18K |
 | PSX | 4K | $695.20K |
 | AMZN | 4K | $754.15K |
 | MDT | 4K | $306.05K |
 | GOOG | 3K | $991.39K |
 | AAPL | 3K | $875.07K |
 | PPG | 3K | $338.92K |
 | PEP | 3K | $479.69K |
 | JPM | 3K | $809.82K |
 | MSFT | 3K | $975.03K |
 | JNJ | 2K | $582.26K |
 | WMT | 2K | $251.79K |
 | XOM | 2K | $337.62K |
 | ADP | 2K | $395.19K |
 | TXN | 2K | $352.56K |
 | BR | 2K | $274.43K |
New Jersey Resources Corporation
NJR
Shares Held
7K
Value
$409.15K
Cisco Systems, Inc.
CSCO
Shares Held
7K
Value
$535.53K
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$993.56K
Bank of America Corporation
BAC
Shares Held
6K
Value
$276.02K
NextEra Energy, Inc.
NEE
Shares Held
5K
Value
$428.18K
Phillips 66
PSX
Shares Held
4K
Value
$695.20K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$754.15K
Medtronic plc
MDT
Shares Held
4K
Value
$306.05K
Alphabet Inc.
GOOG
Shares Held
3K
Value
$991.39K
Apple Inc.
AAPL
Shares Held
3K
Value
$875.07K
PPG Industries, Inc.
PPG
Shares Held
3K
Value
$338.92K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$479.69K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$809.82K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$975.03K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$582.26K
Walmart Inc.
WMT
Shares Held
2K
Value
$251.79K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$337.62K
Automatic Data Processing, Inc.
ADP
Shares Held
2K
Value
$395.19K
Texas Instruments Incorporated
TXN
Shares Held
2K
Value
$352.56K
Broadridge Financial Solutions, Inc.
BR
Shares Held
2K
Value
$274.43K