Benedict Financial Advisors Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $421 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Microsoft Corp with a value of $17.1M, Altria Group, Inc. with a value of $11.3M, Amgen Inc with a value of $10.4M, and Johnson & Johnson with a value of $9.97M.

Examining the 13F form we can see an increase of $29.8M in the current position value, from $392M to 421M.

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

Portfolio value $421 Million
Consumer Defensive: $81.5 Million
Technology: $71.7 Million
Healthcare: $67.9 Million
Financial Services: $55.7 Million
Industrials: $46.7 Million
ETFs: $24.6 Million
Consumer Cyclical: $24.4 Million
Energy: $12.9 Million
Other: $36.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $421 Million
  • Prior Value $392 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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