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 Market Cap. of $200 Billions or more

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%
$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%
$351B
$8.64 Million 1.99% of portfolio
46,540
Q2 2025 Added 1.13%
$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%
$222B
$6.47 Million 1.49% of portfolio
22,136
Q2 2025 Added 0.14%
$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%
$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%
$229B
$4.49 Million 1.03% of portfolio
32,994
Q2 2025 Reduced 0.23%
$302B
$4.13 Million 0.95% of portfolio
28,839
Q2 2025 Added 1.75%
$859B
$3.88 Million 0.89% of portfolio
13,377
Q2 2025 Reduced 1.93%
$439B
$3.42 Million 0.79% of portfolio
3,452
Q2 2025 Reduced 2.4%
$456B
$2.49 Million 0.57% of portfolio
15,771
Q2 2025 Added 2.03%
$405B
$2.34 Million 0.54% of portfolio
6,392
Q2 2025 Reduced 1.1%
$245B
$2.26 Million 0.52% of portfolio
22,767
Q2 2025 Added 1.49%
$257B
$2.13 Million 0.49% of portfolio
17,588
Q2 2025 Added 0.92%
$218B
$2.01 Million 0.46% of portfolio
5,171
Q2 2025 Added 1.59%
$202B
$2.01 Million 0.46% of portfolio
15,195
Q2 2025 Added 0.28%
$207B
$1.69 Million 0.39% of portfolio
13,661
Q2 2025 New
$1.21T
$1.2 Million 0.28% of portfolio
6,797
Q2 2025 Reduced 63.42%
$210B
$1.11 Million 0.25% of portfolio
3,755
Q2 2025 Added 0.05%
$442B
$886,000 0.2% of portfolio
8,226
Q2 2025 Added 0.1%
$381B
$751,000 0.17% of portfolio
15,876
Q2 2025 Added 0.05%
$1.78T
$543,000 0.12% of portfolio
736
Q1 2025 Reduced 0.94%
$245B
$342,000 0.08% of portfolio
1,098
Q2 2025 Reduced 0.9%
$217B
$227,000 0.05% of portfolio
1,767
Q1 2025 New

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
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