Benedict Financial Advisors Inc Top Holdings and 13F Report (2025) About Benedict Financial Advisors IncInvestment ActivityBenedict Financial Advisors Inc has $411.96 million in total holdings as of December 31, 2024.Benedict Financial Advisors Inc owns shares of 123 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 2.06% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Benedict Financial Advisors Inc has purchased 126 new stocks and bought additional shares in 64 stocks.Benedict Financial Advisors Inc sold shares of 51 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $24,648,335Microsoft $16,219,589Altria Group $11,573,822Cisco Systems $10,867,753Johnson & Johnson $8,904,046 Largest New Holdings this Quarter PIMCO Multi Sector Bond Active ETF $309,614 HoldingFinancial Select Sector SPDR Fund $292,295 HoldingiShares Core S&P U.S. Value ETF $209,253 HoldingGain Therapeutics $34,560 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 20,412 shares (about $1.87M)Diamondback Energy 4,047 shares (about $663.01K)Citigroup 7,639 shares (about $537.71K)Kinder Morgan 12,072 shares (about $330.77K)PIMCO Multi Sector Bond Active ETF 11,945 shares (about $309.61K) Largest Sales this Quarter Microsoft 1,275 shares (about $537.41K)Hormel Foods 16,258 shares (about $510.01K)Apple 1,680 shares (about $420.71K)iShares 1-3 Year Treasury Bond ETF 4,403 shares (about $360.96K)CVS Health 7,934 shares (about $356.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBenedict Financial Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$24,648,335$420,706 ▼-1.7%98,4286.0%Computer and TechnologyMSFTMicrosoft$16,219,589$537,407 ▼-3.2%38,4813.9%Computer and TechnologyMOAltria Group$11,573,822$36,551 ▲0.3%221,3392.8%Consumer StaplesCSCOCisco Systems$10,867,753$95,786 ▲0.9%183,5772.6%Computer and TechnologyJNJJohnson & Johnson$8,904,046$3,471 ▲0.0%61,5692.2%MedicalBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$8,793,189$1,866,269 ▲26.9%96,1742.1%ETFRTXRTX$8,777,768$107,966 ▼-1.2%75,8542.1%AerospaceTRVTravelers Companies$8,713,273$48,660 ▼-0.6%36,1712.1%FinancePMPhilip Morris International$8,675,854$81,356 ▲0.9%72,0892.1%Consumer StaplesAMGNAmgen$8,481,425$68,548 ▲0.8%32,5412.1%MedicalABBVAbbVie$8,147,622$45,492 ▲0.6%45,8502.0%MedicalBRK.BBerkshire Hathaway$7,160,691$62,097 ▲0.9%15,7981.7%FinanceVVisa$6,904,281$69,530 ▲1.0%21,8461.7%Business ServicesVZVerizon Communications$6,822,127$66,383 ▲1.0%170,5961.7%Computer and TechnologyCMECME Group$6,703,451$191,819 ▲2.9%28,8661.6%FinanceMCDMcDonald's$6,416,848$64,067 ▼-1.0%22,1351.6%Retail/WholesaleQCOMQUALCOMM$6,382,718$65,134 ▼-1.0%41,5491.5%Computer and TechnologyCBChubb$6,292,572$18,789 ▼-0.3%22,7741.5%FinanceHONHoneywell International$5,985,938$45,404 ▲0.8%26,4991.5%Multi-Sector ConglomeratesMDTMedtronic$5,891,739$19,411 ▲0.3%73,7571.4%MedicalPGProcter & Gamble$5,753,230$35,877 ▼-0.6%34,3171.4%Consumer StaplesGISGeneral Mills$5,603,095$10,267 ▲0.2%87,8641.4%Consumer StaplesADPAutomatic Data Processing$5,553,914$84,891 ▼-1.5%18,9731.3%Business ServicesLMTLockheed Martin$5,369,628$54,425 ▼-1.0%11,0501.3%AerospaceDUKDuke Energy$5,142,457$132,413 ▲2.6%47,7301.2%UtilitiesGLWCorning$5,034,281$73,276 ▲1.5%105,9401.2%Computer and TechnologyKOCoca-Cola$4,924,981$48,065 ▲1.0%79,1031.2%Consumer StaplesWMTWalmart$4,879,508$192,806 ▼-3.8%54,0071.2%Retail/WholesaleHSYHershey$4,756,740$62,152 ▲1.3%28,0881.2%Consumer StaplesEMREmerson Electric$4,628,208$53,290 ▼-1.1%37,3451.1%Industrial ProductsAXPAmerican Express$4,454,134$104,468 ▲2.4%15,0081.1%FinanceSYYSysco$4,245,191$36,624 ▲0.9%55,5221.0%Consumer StaplesSBUXStarbucks$4,152,617$136,237 ▲3.4%45,5081.0%Retail/WholesaleAMZNAmazon.com$4,092,720$135,583 ▲3.4%18,6551.0%Retail/WholesaleCVXChevron$3,982,030$20,567 ▲0.5%27,4931.0%Oils/EnergyCORCencora$3,901,867$30,782 ▼-0.8%17,3660.9%MedicalKMIKinder Morgan$3,869,318$330,773 ▲9.3%141,2160.9%Oils/EnergyXLVHealth Care Select Sector SPDR Fund$3,806,005$7,016 ▼-0.2%27,6660.9%ETFABTAbbott Laboratories$3,787,693$16,853 ▼-0.4%33,4870.9%MedicalBMYBristol-Myers Squibb$3,739,888$46,209 ▲1.3%66,1230.9%MedicalGOOGLAlphabet$3,708,677$35,966 ▲1.0%19,5920.9%Computer and TechnologyDOVDover$3,689,814$66,409 ▼-1.8%19,6690.9%Industrial ProductsBDXBecton, Dickinson and Company$3,663,260$60,574 ▲1.7%16,1470.9%MedicalVIGVanguard Dividend Appreciation ETF$3,584,411$40,144 ▲1.1%18,3040.9%ETFJPMJPMorgan Chase & Co.$3,447,050$100,919 ▲3.0%14,3800.8%FinanceCOSTCostco Wholesale$3,435,664$99,863 ▼-2.8%3,7500.8%Retail/WholesaleDEODiageo$3,424,402$122,554 ▲3.7%26,9360.8%Consumer StaplesNVONovo Nordisk A/S$3,316,119$130,233 ▼-3.8%38,5510.8%MedicalKMBKimberly-Clark$3,279,577$20,049 ▼-0.6%25,0270.8%Consumer StaplesFANGDiamondback Energy$3,260,148$663,006 ▲25.5%19,9000.8%Oils/EnergyRNRRenaissanceRe$3,135,718$21,397 ▲0.7%12,6030.8%FinanceDLRDigital Realty Trust$3,106,408$19,683 ▼-0.6%17,5180.8%FinanceTGTTarget$3,039,091$274,278 ▲9.9%22,4820.7%Retail/WholesaleELVElevance Health$3,030,756$12,542 ▼-0.4%8,2160.7%MedicalRPMRPM International$3,000,700$39,625 ▲1.3%24,3840.7%ConstructionLOWLowe's Companies$2,889,398$84,902 ▲3.0%11,7070.7%Retail/WholesaleQQQInvesco QQQ$2,823,020$120,139 ▲4.4%5,5220.7%FinanceWTRGEssential Utilities$2,822,057$32,761 ▲1.2%77,7000.7%UtilitiesLYBLyondellBasell Industries$2,797,306$148,020 ▼-5.0%37,6640.7%Basic MaterialsULUnilever$2,788,280$6,124 ▼-0.2%49,1760.7%Consumer StaplesKRKroger$2,692,024$148,412 ▲5.8%44,0230.7%Retail/WholesaleICEIntercontinental Exchange$2,604,157$35,167 ▲1.4%17,4760.6%FinanceRLIRLI$2,562,214$19,614 ▼-0.8%15,5450.6%FinanceTXNTexas Instruments$2,556,324$51,565 ▲2.1%13,6330.6%Computer and TechnologyHDHome Depot$2,538,007$253,217 ▲11.1%6,5250.6%Retail/WholesaleAXSAXIS Capital$2,339,980$23,307 ▼-1.0%26,4050.6%FinancePEPPepsiCo$2,331,654$29,347 ▼-1.2%15,3340.6%Consumer StaplesROLRollins$2,285,146$20,255 ▼-0.9%49,3020.6%ConstructionTRPTC Energy$2,221,232$21,962 ▲1.0%47,7380.5%Oils/EnergyCRWDCrowdStrike$2,182,981$253,198 ▲13.1%6,3800.5%Computer and TechnologyADMArcher-Daniels-Midland$2,087,365$14,600 ▼-0.7%41,3180.5%Consumer StaplesSYKStryker$2,068,571$44,648 ▼-2.1%5,7450.5%MedicalNVDANVIDIA$2,040,801$29,947 ▼-1.4%15,1970.5%Computer and TechnologyROKRockwell Automation$2,023,293$4,001 ▲0.2%7,0800.5%Computer and TechnologyCBOECboe Global Markets$1,930,411$4,104 ▼-0.2%9,8790.5%Financial ServicesEXPDExpeditors International of Washington$1,929,108$1,662 ▼-0.1%17,4150.5%TransportationCATCaterpillar$1,883,801$10,157 ▼-0.5%5,1930.5%Industrial ProductsCCitigroup$1,812,701$537,714 ▲42.2%25,7520.4%FinanceNSRGYNestlé$1,803,301$122,470 ▲7.3%22,0720.4%Consumer StaplesIWDiShares Russell 1000 Value ETF$1,721,869$59,796 ▲3.6%9,3010.4%ETFSOSouthern$1,701,658$226,136 ▲15.3%20,6710.4%UtilitiesGDGeneral Dynamics$1,678,917$30,037 ▼-1.8%6,3720.4%AerospaceCVSCVS Health$1,663,362$356,159 ▼-17.6%37,0540.4%Retail/WholesaleNVSNovartis$1,637,311$3,406 ▼-0.2%16,8260.4%MedicalSTZConstellation Brands$1,388,682$3,536 ▲0.3%6,2840.3%Consumer StaplesCHRWC.H. Robinson Worldwide$1,355,457$15,601 ▼-1.1%13,1190.3%TransportationNEENextEra Energy$1,331,001$38,713 ▲3.0%18,5660.3%UtilitiesORealty Income$1,151,075$20,402 ▼-1.7%21,5520.3%FinanceGILDGilead Sciences$1,145,235$4,896 ▲0.4%12,3980.3%MedicalGPCGenuine Parts$1,120,365$6,072 ▲0.5%9,5950.3%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$1,076,807$360,958 ▼-25.1%13,1350.3%ManufacturingIBMInternational Business Machines$1,053,849$71,883 ▲7.3%4,7940.3%Computer and TechnologyXOMExxon Mobil$884,332$28,183 ▼-3.1%8,2210.2%Oils/EnergySHOPShopify$880,6250.0%8,2820.2%Computer and TechnologyCARRCarrier Global$880,014$7,372 ▼-0.8%12,8920.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$812,3960.0%2,0230.2%ETFUBERUber Technologies$787,055$20,328 ▼-2.5%13,0480.2%Computer and TechnologyBACBank of America$690,841$169,996 ▲32.6%15,7190.2%FinanceSHViShares Short Treasury Bond ETF$641,685$159,871 ▲33.2%5,8280.2%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$632,911$233 ▲0.0%8,1360.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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