Benedict Financial Advisors Inc Top Holdings and 13F Report (2025) About Benedict Financial Advisors IncInvestment ActivityBenedict Financial Advisors Inc has $431.38 million in total holdings as of March 31, 2025.Benedict Financial Advisors Inc owns shares of 127 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 2.97% of the portfolio was purchased this quarter.About 1.56% of the portfolio was sold this quarter.This quarter, Benedict Financial Advisors Inc has purchased 123 new stocks and bought additional shares in 56 stocks.Benedict Financial Advisors Inc sold shares of 62 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $20,822,945Microsoft $13,995,326Altria Group $13,280,161SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $12,567,456Philip Morris International $11,557,634 Largest New Holdings this Quarter 097023105 - Boeing $1,404,991 Holding682680103 - ONEOK $815,092 Holding127097103 - Coterra Energy $694,413 Holding57060D108 - MarketAxess $332,407 Holding89832Q109 - Truist Financial $228,998 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 40,831 shares (about $3.75M)Boeing 8,238 shares (about $1.40M)RLI 15,076 shares (about $1.21M)ONEOK 8,215 shares (about $815.09K)Coterra Energy 24,028 shares (about $694.41K) Largest Sales this Quarter Apple 4,686 shares (about $1.04M)Microsoft 1,199 shares (about $450.09K)Shopify 4,552 shares (about $434.44K)Citigroup 5,570 shares (about $395.42K)Walmart 3,885 shares (about $341.07K) 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$20,822,945$1,040,903 ▼-4.8%93,7424.8%Computer and TechnologyMSFTMicrosoft$13,995,326$450,094 ▼-3.1%37,2823.2%Computer and TechnologyMOAltria Group$13,280,161$4,622 ▼0.0%221,2623.1%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$12,567,456$3,745,424 ▲42.5%137,0052.9%ETFPMPhilip Morris International$11,557,634$114,921 ▲1.0%72,8132.7%Consumer StaplesCSCOCisco Systems$11,309,756$18,760 ▼-0.2%183,2732.6%Computer and TechnologyAMGNAmgen$10,311,931$173,844 ▲1.7%33,0992.4%MedicalJNJJohnson & Johnson$10,269,433$58,873 ▲0.6%61,9242.4%MedicalRTXRTX$9,860,612$187,034 ▼-1.9%74,4422.3%AerospaceABBVAbbVie$9,641,609$35,199 ▲0.4%46,0182.2%MedicalTRVTravelers Companies$9,493,183$72,727 ▼-0.8%35,8962.2%FinanceBRK.BBerkshire Hathaway$8,315,438$97,992 ▼-1.2%15,6141.9%FinanceCMECME Group$7,864,004$206,131 ▲2.7%29,6431.8%FinanceVZVerizon Communications$7,751,374$13,154 ▲0.2%170,8861.8%Computer and TechnologyVVisa$7,625,866$30,139 ▼-0.4%21,7601.8%Business ServicesCBChubb$6,954,149$76,705 ▲1.1%23,0281.6%FinanceMCDMcDonald's$6,905,277$9,059 ▼-0.1%22,1061.6%Retail/WholesaleMDTMedtronic$6,717,771$89,950 ▲1.4%74,7581.6%MedicalQCOMQUALCOMM$6,340,222$42,089 ▼-0.7%41,2751.5%Computer and TechnologyDUKDuke Energy$5,882,468$60,863 ▲1.0%48,2291.4%UtilitiesPGProcter & Gamble$5,846,323$2,045 ▼0.0%34,3051.4%Consumer StaplesADPAutomatic Data Processing$5,680,196$116,714 ▼-2.0%18,5911.3%Business ServicesKOCoca-Cola$5,651,062$14,324 ▼-0.3%78,9031.3%Consumer StaplesHONHoneywell International$5,639,765$28,586 ▲0.5%26,6341.3%Multi-Sector ConglomeratesGISGeneral Mills$5,358,967$105,589 ▲2.0%89,6301.2%Consumer StaplesLMTLockheed Martin$5,028,706$92,471 ▲1.9%11,2571.2%AerospaceHSYHershey$4,970,651$166,754 ▲3.5%29,0631.2%Consumer StaplesGLWCorning$4,812,266$37,677 ▼-0.8%105,1171.1%Computer and TechnologyCORCencora$4,743,199$86,210 ▼-1.8%17,0561.1%MedicalCVXChevron$4,741,565$142,198 ▲3.1%28,3431.1%EnergySBUXStarbucks$4,528,826$64,936 ▲1.5%46,1701.0%Retail/WholesaleWMTWalmart$4,400,244$341,067 ▼-7.2%50,1221.0%Retail/WholesaleABTAbbott Laboratories$4,386,612$55,448 ▼-1.2%33,0691.0%MedicalKMIKinder Morgan$4,225,643$196,743 ▲4.9%148,1121.0%EnergySYYSysco$4,207,713$41,347 ▲1.0%56,0731.0%Consumer StaplesBMYBristol-Myers Squibb$4,059,931$27,080 ▲0.7%66,5670.9%MedicalXLVHealth Care Select Sector SPDR Fund$4,053,957$14,455 ▲0.4%27,7650.9%ETFEMREmerson Electric$3,973,018$121,481 ▼-3.0%36,2370.9%IndustrialsAXPAmerican Express$3,938,470$99,551 ▼-2.5%14,6380.9%FinanceBDXBecton, Dickinson and Company$3,889,397$190,805 ▲5.2%16,9800.9%MedicalELVElevance Health$3,601,144$27,403 ▲0.8%8,2790.8%MedicalFANGDiamondback Energy$3,587,045$405,453 ▲12.7%22,4360.8%EnergyKMBKimberly-Clark$3,585,759$26,453 ▲0.7%25,2130.8%Consumer StaplesVIGVanguard Dividend Appreciation ETF$3,444,178$106,697 ▼-3.0%17,7540.8%ETFDOVDover$3,401,042$54,462 ▼-1.6%19,3590.8%IndustrialsAMZNAmazon.com$3,363,987$185,313 ▼-5.2%17,6810.8%Retail/WholesaleJPMJPMorgan Chase & Co.$3,345,934$181,524 ▼-5.1%13,6400.8%FinanceCOSTCostco Wholesale$3,345,403$201,462 ▼-5.7%3,5370.8%Retail/WholesaleICEIntercontinental Exchange$3,184,833$170,256 ▲5.6%18,4630.7%FinanceKRKroger$3,138,744$158,802 ▲5.3%46,3690.7%Retail/WholesaleRNRRenaissanceRe$3,008,459$16,320 ▼-0.5%12,5350.7%FinanceULUnilever$2,926,659$1,787 ▼-0.1%49,1460.7%Consumer StaplesWTRGEssential Utilities$2,924,527$146,973 ▼-4.8%73,9820.7%UtilitiesGOOGLAlphabet$2,873,569$156,189 ▼-5.2%18,5820.7%Computer and TechnologyRPMRPM International$2,810,763$9,948 ▼-0.4%24,2980.7%ConstructionDEODiageo$2,794,208$28,398 ▼-1.0%26,6650.6%Consumer StaplesROLRollins$2,688,296$24,529 ▲0.9%49,7560.6%ConstructionLOWLowe's Companies$2,660,773$69,738 ▼-2.6%11,4080.6%Retail/WholesaleAXSAXIS Capital$2,648,414$1,604 ▲0.1%26,4210.6%FinanceNVONovo Nordisk A/S$2,621,866$55,136 ▼-2.1%37,7570.6%MedicalLYBLyondellBasell Industries$2,587,953$63,571 ▼-2.4%36,7610.6%Basic MaterialsDLRDigital Realty Trust$2,501,675$8,454 ▼-0.3%17,4590.6%FinanceTGTTarget$2,475,924$129,719 ▲5.5%23,7250.6%Retail/WholesaleTXNTexas Instruments$2,468,034$18,150 ▲0.7%13,7340.6%Computer and TechnologyRLIRLI$2,459,774$1,211,050 ▲97.0%30,6210.6%FinanceQQQInvesco QQQ$2,374,149$215,235 ▼-8.3%5,0630.6%FinanceHDHome Depot$2,368,735$22,723 ▼-1.0%6,4630.5%Retail/WholesalePEPPepsiCo$2,272,018$27,139 ▼-1.2%15,1530.5%Consumer StaplesNSRGYNestlé$2,269,591$36,523 ▲1.6%22,4330.5%Consumer StaplesTRPTC Energy$2,262,388$8,687 ▲0.4%47,9220.5%EnergyCBOECboe Global Markets$2,227,557$7,920 ▼-0.4%9,8440.5%Financial ServicesCVSCVS Health$2,226,425$284,011 ▼-11.3%32,8620.5%MedicalCRWDCrowdStrike$2,208,209$41,252 ▼-1.8%6,2630.5%Computer and TechnologySYKStryker$2,136,488$2,234 ▼-0.1%5,7390.5%MedicalEXPDExpeditors International of Washington$2,078,345$15,752 ▼-0.8%17,2840.5%TransportationADMArcher-Daniels-Midland$2,076,781$93,092 ▲4.7%43,2570.5%Consumer StaplesNVSNovartis$1,942,731$66,998 ▲3.6%17,4270.5%MedicalSOSouthern$1,902,673$1,931 ▲0.1%20,6920.4%UtilitiesROKRockwell Automation$1,816,636$12,660 ▼-0.7%7,0310.4%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,756,711$6,586 ▲0.4%9,3360.4%ETFGDGeneral Dynamics$1,750,842$13,902 ▲0.8%6,4230.4%AerospaceCATCaterpillar$1,678,750$33,971 ▼-2.0%5,0900.4%IndustrialsNVDANVIDIA$1,675,226$28,179 ▲1.7%15,4570.4%Computer and TechnologyCCitigroup$1,432,725$395,416 ▼-21.6%20,1820.3%FinanceBABoeing$1,404,991$1,404,991 ▲New Holding8,2380.3%AerospaceSTZConstellation Brands$1,400,853$247,576 ▲21.5%7,6330.3%Consumer StaplesGILDGilead Sciences$1,381,083$8,067 ▼-0.6%12,3260.3%MedicalCHRWC.H. Robinson Worldwide$1,356,054$12,697 ▲0.9%13,2430.3%TransportationNEENextEra Energy$1,324,675$8,507 ▲0.6%18,6860.3%UtilitiesORealty Income$1,268,635$18,389 ▲1.5%21,8690.3%FinanceUBERUber Technologies$1,231,844$281,167 ▲29.6%16,9070.3%Computer and TechnologyGPCGenuine Parts$1,147,270$4,170 ▲0.4%9,6300.3%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$1,119,833$33,175 ▲3.1%13,5360.3%ManufacturingSHViShares Short Treasury Bond ETF$1,046,319$402,532 ▲62.5%9,4720.2%ETFXOMExxon Mobil$977,422$357 ▼0.0%8,2180.2%EnergyIBMInternational Business Machines$933,281$258,872 ▼-21.7%3,7530.2%Computer and TechnologyOKEONEOK$815,092$815,092 ▲New Holding8,2150.2%EnergyCARRCarrier Global$812,403$4,945 ▼-0.6%12,8140.2%Computer and TechnologyCTRACoterra Energy$694,413$694,413 ▲New Holding24,0280.2%EnergyBACBank of America$662,174$6,218 ▲0.9%15,8680.2%FinanceShowing largest 100 holdings. View all holdings. 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