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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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