Benedict Financial Advisors Inc Reduced Holdings in Q2 2025

Benedict Financial Advisors Inc

  • $435 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-959
- 1.02%
$172.42 - $223.89 $165K - $215K
92.8K $19M
GOOGL
Alphabet Inc.

Communication Services
-11.8K
- 63.42%
$144.7 - $178.6 $1.71M - $2.1M
6.8K $1.2M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.79K
- 7.58%
$53.23 - $70.65 $148K - $197K
34K $1.97M
WTRG
Essential Utilities, Inc.

Utilities
-7.96K
- 10.75%
$36.92 - $41.39 $294K - $329K
66K $2.45M
PG
Procter & Gamble CO

Consumer Defensive
-27
- 0.08%
$157.66 - $172.39 $4.26K - $4.65K
34.3K $5.46M
RLI
Rli Corp

Financial Services
-81
- 0.26%
$71.27 - $80.82 $5.77K - $6.55K
30.5K $2.21M
UNH
Unitedhealth Group Inc

Healthcare
-10
- 0.9%
$274.35 - $599.47 $2.74K - $5.99K
1.1K $342K
KO
Coca Cola CO

Consumer Defensive
-2.26K
- 2.86%
$68.37 - $73.9 $154K - $167K
76.6K $5.42M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.76K
- 13.03%
$82.21 - $83.12 $145K - $147K
11.8K $975K
NVO
Novo Nordisk A S

Healthcare
-1.64K
- 4.35%
$58.08 - $81.05 $95.5K - $133K
36.1K $2.49M
EXPD
Expeditors International Of Washington Inc

Industrials
-3
- 0.02%
$102.84 - $122.24 $309 - $367
17.3K $1.97M
ADP
Automatic Data Processing Inc

Industrials
-362
- 1.95%
$276.76 - $326.81 $100K - $118K
18.2K $5.62M
ABC
Amerisourcebergen Corp

Healthcare
-314
- 1.84%
N/A
16.7K $3.1M
HD
Home Depot, Inc.

Consumer Cyclical
-71
- 1.1%
$335.24 - $380.78 $23.8K - $27K
6.39K $2.34M
TXN
Texas Instruments Inc

Technology
-28
- 0.2%
N/A
13.7K $2.67M
XLF
Financial Sector Spdr

ETFs
-149
- 2.66%
$43.92 - $52.37 $6.54K - $7.8K
5.46K $285K
DG
Dollar General Corp

Consumer Defensive
-461
- 15.1%
$86.02 - $114.95 $39.7K - $53K
2.59K $296K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-173
- 4.74%
$70.56 - $92.75 $12.2K - $16K
3.48K $312K
TRV
Travelers Companies, Inc.

Financial Services
-299
- 0.83%
$233.83 - $276.34 $69.9K - $82.6K
35.6K $9.52M
CVS
Cvs Health Corp

Healthcare
-24
- 0.07%
$60.04 - $70.18 $1.44K - $1.68K
32.8K $2.27M
DE
Deere & CO

Industrials
-8
- 0.68%
$412.99 - $531.48 $3.3K - $4.25K
1.17K $592K
IWD
Ishares Russell 1000 Val ETF

ETFs
-42
- 0.45%
$166.82 - $194.23 $7.01K - $8.16K
9.29K $1.81M
V
Visa Inc.

Financial Services
-128
- 0.59%
$308.27 - $373.31 $39.5K - $47.8K
21.6K $7.68M
COST
Costco Wholesale Corp

Consumer Defensive
-85
- 2.4%
$908.13 - $1056.85 $77.2K - $89.8K
3.45K $3.42M
CARR
Carrier Global Corp

Industrials
-348
- 2.72%
$55.55 - $75.83 $19.3K - $26.4K
12.5K $912K
ABT
Abbott Laboratories

Healthcare
-75
- 0.23%
$123.95 - $138.08 $9.3K - $10.4K
33K $4.49M
DOV
Dover Corp

Industrials
-11
- 0.06%
$151.14 - $186.7 $1.66K - $2.05K
19.3K $3.55M
ADM
Archer Daniels Midland CO

Consumer Defensive
-843
- 1.95%
$41.79 - $54.16 $35.2K - $45.7K
42.4K $2.24M
C
Citigroup Inc

Financial Services
-186
- 0.92%
$58.13 - $85.12 $10.8K - $15.8K
20K $1.7M
WMT
Walmart Inc.

Consumer Defensive
-1.33K
- 2.65%
$81.79 - $99.98 $108K - $133K
48.8K $4.77M
JPM
Jpmorgan Chase & CO

Financial Services
-263
- 1.93%
$210.28 - $289.91 $55.3K - $76.2K
13.4K $3.88M
DLR
Digital Realty Trust, Inc.

Real Estate
-7
- 0.04%
$136.11 - $177.69 $953 - $1.24K
17.5K $3.04M
RTX
Raytheon Technologies Corp

Industrials
-950
- 1.28%
$113.75 - $148.48 $108K - $141K
73.5K $10.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
-73
- 1.17%
$321.63 - $509.31 $23.5K - $37.2K
6.19K $3.15M
CSCO
Cisco Systems, Inc.

Technology
-38
- 0.02%
$53.19 - $69.38 $2.02K - $2.64K
183K $12.7M
PM
Philip Morris International Inc.

Consumer Defensive
-1.51K
- 2.07%
$149.23 - $184.95 $225K - $278K
71.3K $13M
MSFT
Microsoft Corp

Technology
-757
- 2.03%
$354.56 - $497.45 $268K - $377K
36.5K $18.2M
Activity Summary
Buys All Purchases 79 New Holdings 2 Increased Positions 77 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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