Benedict Financial Advisors Inc Portfolio Holdings
Benedict Financial Advisors Inc
- $458 Million
- Q3 2025
Benedict Financial Advisors Inc has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $458 Million distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23M, Microsoft Corp with a value of $18.2M, Altria Group, Inc. with a value of $14.5M, Spdr Bloomberg 1 3 Month T Bil with a value of $14.1M, and Cisco Systems, Inc. with a value of $12.6M.
Examining the 13F form we can see an increase of $22.8M in the current position value, from $435M to 458M.
Below you can find more details about Benedict Financial Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$458 Million
Consumer Defensive: $82 Million
Technology: $81.7 Million
Healthcare: $66.5 Million
Financial Services: $65.5 Million
Industrials: $52.7 Million
ETFs: $30.8 Million
Consumer Cyclical: $25.1 Million
Energy: $18.4 Million
Other: $35 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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