Benedict Financial Advisors Inc Portfolio Holdings

Benedict Financial Advisors Inc

  • $435 Million
  • Q2 2025

Benedict Financial Advisors Inc has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $435 Million distributed in 127 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19M, Microsoft Corp with a value of $18.2M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.1M, Altria Group, Inc. with a value of $13M, and Philip Morris International Inc. with a value of $13M.

Examining the 13F form we can see an increase of $6.01M in the current position value, from $429M to 435M.

Below you can find more details about Benedict Financial Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $435 Million
Consumer Defensive: $82.7 Million
Technology: $74.2 Million
Financial Services: $63.9 Million
Healthcare: $59.6 Million
Industrials: $50.2 Million
ETFs: $29.8 Million
Consumer Cyclical: $24.3 Million
Energy: $17.7 Million
Other: $32.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$19 Million 4.38% of portfolio
92,783
Q2 2025 Reduced 1.02%
$3.95T
$18.2 Million 4.18% of portfolio
36,525
Q2 2025 Reduced 2.03%
$118B
$13 Million 2.99% of portfolio
222,154
Q2 2025 Added 0.4%
$261B
$13 Million 2.99% of portfolio
71,308
Q2 2025 Reduced 2.07%
$293B
$12.7 Million 2.92% of portfolio
183,235
Q2 2025 Reduced 0.02%
$229B
$10.7 Million 2.47% of portfolio
73,492
Q2 2025 Reduced 1.28%
$452B
$9.52 Million 2.19% of portfolio
62,351
Q2 2025 Added 0.69%
$61.9B
$9.52 Million 2.19% of portfolio
35,597
Q2 2025 Reduced 0.83%
$152B
$9.32 Million 2.14% of portfolio
33,362
Q2 2025 Added 0.79%
$351B
$8.64 Million 1.99% of portfolio
46,540
Q2 2025 Added 1.13%
$99.2B
$8.24 Million 1.89% of portfolio
29,893
Q2 2025 Added 0.84%
$26.4B
$7.7 Million 1.77% of portfolio
33,017
Q2 2025 Added 235.4%
$551B
$7.68 Million 1.77% of portfolio
21,632
Q2 2025 Reduced 0.59%
$621B
$7.66 Million 1.76% of portfolio
15,771
Q2 2025 Added 1.01%
$182B
$7.43 Million 1.71% of portfolio
171,763
Q2 2025 Added 0.51%
$173B
$6.66 Million 1.53% of portfolio
41,796
Q2 2025 Added 1.26%
$222B
$6.47 Million 1.49% of portfolio
22,136
Q2 2025 Added 0.14%
$146B
$6.24 Million 1.43% of portfolio
26,795
Q2 2025 Added 0.6%
$95.8B
$5.71 Million 1.31% of portfolio
48,367
Q2 2025 Added 0.29%
$124B
$5.62 Million 1.29% of portfolio
18,229
Q2 2025 Reduced 1.95%
$55.6B
$5.54 Million 1.27% of portfolio
105,256
Q2 2025 Added 0.13%
$368B
$5.46 Million 1.26% of portfolio
34,278
Q2 2025 Reduced 0.08%
$306B
$5.42 Million 1.25% of portfolio
76,644
Q2 2025 Reduced 2.86%
$113B
$5.28 Million 1.21% of portfolio
11,400
Q2 2025 Added 1.27%
$25.9B
$4.93 Million 1.13% of portfolio
29,685
Q2 2025 Added 2.14%
$78.6B
$4.84 Million 1.11% of portfolio
36,287
Q2 2025 Added 0.14%
$40.9B
$4.79 Million 1.1% of portfolio
63,193
Q2 2025 Added 12.7%
$29.2B
$4.8 Million 1.1% of portfolio
92,614
Q2 2025 Added 3.33%
$281B
$4.77 Million 1.1% of portfolio
48,796
Q2 2025 Reduced 2.65%
$227B
$4.71 Million 1.08% of portfolio
14,764
Q2 2025 Added 0.86%
$59.7B
$4.51 Million 1.04% of portfolio
153,393
Q2 2025 Added 3.57%
$229B
$4.49 Million 1.03% of portfolio
32,994
Q2 2025 Reduced 0.23%
$108B
$4.29 Million 0.99% of portfolio
46,815
Q2 2025 Added 1.4%
$302B
$4.13 Million 0.95% of portfolio
28,839
Q2 2025 Added 1.75%
$2.26T
$4.02 Million 0.92% of portfolio
18,323
Q2 2025 Added 3.63%
$859B
$3.88 Million 0.89% of portfolio
13,377
Q2 2025 Reduced 1.93%
$25B
$3.55 Million 0.82% of portfolio
19,348
Q2 2025 Reduced 0.06%
$102B
$3.46 Million 0.8% of portfolio
18,878
Q2 2025 Added 2.25%
$439B
$3.42 Million 0.79% of portfolio
3,452
Q2 2025 Reduced 2.4%
$52.6B
$3.4 Million 0.78% of portfolio
47,425
Q2 2025 Added 2.28%
$45.1B
$3.39 Million 0.78% of portfolio
26,295
Q2 2025 Added 4.29%
$70.7B
$3.25 Million 0.75% of portfolio
8,365
Q2 2025 Added 1.04%
$24.6B
$3.2 Million 0.74% of portfolio
23,280
Q2 2025 Added 3.76%
$93.6B
$3.15 Million 0.72% of portfolio
6,190
Q2 2025 Reduced 1.17%
$38.4B
$3.1 Million 0.71% of portfolio
16,742
Q2 2025 Reduced 1.84%
$99B
$3.08 Million 0.71% of portfolio
66,577
Q2 2025 Added 0.02%
$55.6B
$3.06 Million 0.7% of portfolio
17,768
Q2 2025 Added 4.64%
$10.5B
$3.05 Million 0.7% of portfolio
12,577
Q2 2025 Added 0.34%
$48.7B
$3.04 Million 0.7% of portfolio
17,452
Q2 2025 Reduced 0.04%

Summary

  • Portfolio
  • No. of Stocks 127
  • Current Value $435 Million
  • Prior Value $429 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
Track This Portfolio

Track Benedict Financial Advisors Inc Portfolio

Follow Benedict Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benedict Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benedict Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email