Benedict Financial Advisors Inc Reduced Holdings in Q1 2025

Benedict Financial Advisors Inc

  • $429 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.69K
- 4.76%
$209.68 - $247.1 $983K - $1.16M
93.7K $20.8M
MSFT
Microsoft Corp

Technology
-1.2K
- 3.12%
$375.39 - $447.2 $450K - $536K
37.3K $14M
GOOGL
Alphabet Inc.

Communication Services
-1.01K
- 5.16%
$154.33 - $206.19 $156K - $208K
18.6K $2.87M
AMZN
Amazon Com Inc

Consumer Cyclical
-974
- 5.22%
$190.26 - $242.06 $185K - $236K
17.7K $3.36M
NVO
Novo Nordisk A S

Healthcare
-794
- 2.06%
$69.3 - $90.95 $55K - $72.2K
37.8K $2.62M
EMR
Emerson Electric CO

Industrials
-1.11K
- 2.97%
$108.64 - $131.17 $120K - $145K
36.2K $3.97M
DEO
Diageo PLC

Consumer Defensive
-271
- 1.01%
$104.79 - $126.12 $28.4K - $34.2K
26.7K $2.79M
DLR
Digital Realty Trust, Inc.

Real Estate
-59
- 0.34%
$142.1 - $183.56 $8.38K - $10.8K
17.5K $2.5M
SHOP
Shopify Inc.

Technology
-4.55K
- 54.96%
$90.59 - $129.31 $412K - $589K
3.73K $356K
AXP
American Express CO

Financial Services
-370
- 2.47%
$255.39 - $325.87 $94.5K - $121K
14.6K $3.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-459
- 8.31%
$468.34 - $539.52 $215K - $248K
5.06K $2.37M
C
Citigroup Inc

Financial Services
-5.57K
- 21.63%
$67.23 - $84.63 $374K - $471K
20.2K $1.43M
DOV
Dover Corp

Industrials
-310
- 1.58%
$174.65 - $206.43 $54.1K - $64K
19.4K $3.4M
LOW
Lowes Companies Inc

Consumer Cyclical
-299
- 2.55%
$222.66 - $268.42 $66.6K - $80.3K
11.4K $2.66M
GLW
Corning Inc

Technology
-823
- 0.78%
$44.91 - $54.25 $37K - $44.6K
105K $4.81M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-903
- 2.4%
$69.82 - $78.67 $63K - $71K
36.8K $2.59M
ROK
Rockwell Automation, Inc

Industrials
-49
- 0.69%
$255.29 - $303.75 $12.5K - $14.9K
7.03K $1.82M
CAT
Caterpillar Inc

Industrials
-103
- 1.98%
$326.75 - $407.63 $33.7K - $42K
5.09K $1.68M
RPM
Rpm International Inc

Basic Materials
-86
- 0.35%
$114.03 - $128.31 $9.81K - $11K
24.3K $2.81M
DOW
Dow Inc.

Basic Materials
-2.85K
- 18.9%
$34.36 - $41.92 $98.1K - $120K
12.2K $427K
HD
Home Depot, Inc.

Consumer Cyclical
-62
- 0.95%
$347.25 - $424.87 $21.5K - $26.3K
6.46K $2.37M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-199
- 9.84%
$360.07 - $417.26 $71.7K - $83K
1.82K $658K
RNR
Renaissancere Holdings LTD

Financial Services
-68
- 0.54%
$226.55 - $263.22 $15.4K - $17.9K
12.5K $3.01M
IBM
International Business Machines Corp

Technology
-1.04K
- 21.71%
$217.4 - $264.74 $226K - $276K
3.75K $933K
JPM
Jpmorgan Chase & CO

Financial Services
-740
- 5.15%
$225.19 - $279.95 $167K - $207K
13.6K $3.35M
VIG
Vanguard Dividend Appreciation

ETFs
-550
- 3.0%
N/A
17.8K $3.23M
COST
Costco Wholesale Corp

Consumer Defensive
-213
- 5.68%
$890.62 - $1076.86 $190K - $229K
3.54K $3.35M
CARR
Carrier Global Corp

Industrials
-78
- 0.61%
$62.07 - $70.55 $4.84K - $5.5K
12.8K $812K
PEP
Pepsico Inc

Consumer Defensive
-181
- 1.18%
$142.64 - $156.42 $25.8K - $28.3K
15.2K $2.27M
ABC
Amerisourcebergen Corp

Healthcare
-310
- 1.79%
N/A
17.1K $3.16M
PKG
Packaging Corp Of America

Consumer Cyclical
-18
- 0.99%
$192.03 - $242.13 $3.46K - $4.36K
1.8K $356K
BHP
Bhp Group LTD

Basic Materials
-903
- 11.25%
$48.18 - $52.11 $43.5K - $47.1K
7.12K $345K
QCOM
Qualcomm Inc

Technology
-274
- 0.66%
$151.94 - $175.86 $41.6K - $48.2K
41.3K $6.34M
UPS
United Parcel Service Inc

Industrials
-25
- 1.21%
$109.66 - $136.26 $2.74K - $3.41K
2.05K $224K
SWK
Stanley Black & Decker, Inc.

Industrials
-68
- 1.14%
$76.43 - $90.41 $5.2K - $6.15K
5.89K $452K
META
Meta Platforms, Inc.

Communication Services
-7
- 0.94%
$576.36 - $736.67 $4.03K - $5.16K
736 $424K
XLF
Financial Sector Spdr

ETFs
-438
- 7.24%
$47.32 - $52.19 $20.7K - $22.9K
5.61K $279K
ABB
Abb LTD

Industrials
-174
- 2.86%
N/A
5.91K $0
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-80
- 0.98%
$76.77 - $82.22 $6.14K - $6.58K
8.06K $639K
CRWD
Crowd Strike Holdings, Inc.

Technology
-117
- 1.83%
$308.86 - $455.36 $36.1K - $53.3K
6.26K $2.21M
DG
Dollar General Corp

Consumer Defensive
-129
- 4.05%
$68.44 - $87.93 $8.83K - $11.3K
3.05K $268K
SYK
Stryker Corp

Healthcare
-6
- 0.1%
$355.18 - $399.9 $2.13K - $2.4K
5.74K $2.14M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-43
- 1.16%
$55.75 - $77.63 $2.4K - $3.34K
3.65K $283K
XOM
Exxon Mobil Corp

Energy
-3
- 0.04%
$105.44 - $118.93 $316 - $357
8.22K $977K
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.03%
$158.56 - $176.26 $1.9K - $2.12K
34.3K $5.85M
WTRG
Essential Utilities, Inc.

Utilities
-3.72K
- 4.79%
$33.49 - $40.57 $125K - $151K
74K $2.92M
ADP
Automatic Data Processing Inc

Industrials
-382
- 2.01%
$286.85 - $318.64 $110K - $122K
18.6K $5.68M
UL
Unilever PLC

Consumer Defensive
-30
- 0.06%
$54.72 - $60.29 $1.64K - $1.81K
49.1K $2.93M
EXPD
Expeditors International Of Washington Inc

Industrials
-131
- 0.75%
$109.09 - $126.48 $14.3K - $16.6K
17.3K $2.08M
Activity Summary
Buys All Purchases 62 New Holdings 6 Increased Positions 56 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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