Benedict Financial Advisors Inc Top Holdings and 13F Report (2025) About Benedict Financial Advisors IncInvestment ActivityBenedict Financial Advisors Inc has $441.43 million in total holdings as of June 30, 2025.Benedict Financial Advisors Inc owns shares of 125 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 3.33% of the portfolio was sold this quarter.This quarter, Benedict Financial Advisors Inc has purchased 127 new stocks and bought additional shares in 77 stocks.Benedict Financial Advisors Inc sold shares of 38 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $19,036,386Microsoft $18,168,124SPDR Bloomberg 1-3 Month T-Bill ETF $14,078,799Altria Group $13,024,889Philip Morris International $12,987,234 Largest New Holdings this Quarter 254687106 - Walt Disney $1,694,147 Holding852066208 - Sprott $264,188 Holding Largest Purchases this Quarter Cboe Global Markets 23,173 shares (about $6.32M)Walt Disney 13,661 shares (about $1.69M)SPDR Bloomberg 1-3 Month T-Bill ETF 16,476 shares (about $1.51M)Coterra Energy 37,850 shares (about $960.63K)Sysco 7,120 shares (about $746.39K) Largest Sales this Quarter Alphabet 11,785 shares (about $2.08M)Microsoft 757 shares (about $376.54K)Essential Utilities 7,956 shares (about $295.48K)Philip Morris International 1,505 shares (about $274.10K)Apple 959 shares (about $196.76K) 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$19,036,386$196,759 ▼-1.0%92,7834.3%Computer and TechnologyMSFTMicrosoft$18,168,124$376,544 ▼-2.0%36,5254.1%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$14,078,799$1,511,342 ▲12.0%153,4813.2%ETFMOAltria Group$13,024,889$52,298 ▲0.4%222,1543.0%Consumer StaplesPMPhilip Morris International$12,987,234$274,104 ▼-2.1%71,3082.9%Consumer StaplesCSCOCisco Systems$12,712,811$2,636 ▼0.0%183,2352.9%Computer and TechnologyRTXRTX$10,731,277$138,719 ▼-1.3%73,4922.4%AerospaceJNJJohnson & Johnson$9,524,125$65,224 ▲0.7%62,3512.2%MedicalTRVTravelers Companies$9,523,696$79,995 ▼-0.8%35,5972.2%FinanceAMGNAmgen$9,315,138$73,433 ▲0.8%33,3622.1%MedicalCBOECboe Global Markets$9,002,891$6,318,684 ▲235.4%33,0172.0%Financial ServicesABBVAbbVie$8,638,682$96,893 ▲1.1%46,5402.0%MedicalCMECME Group$8,239,178$68,906 ▲0.8%29,8931.9%FinanceVVisa$7,680,314$45,446 ▼-0.6%21,6321.7%Business ServicesBRK.BBerkshire Hathaway$7,660,836$76,263 ▲1.0%15,7711.7%FinanceVZVerizon Communications$7,432,163$37,948 ▲0.5%171,7631.7%Computer and TechnologyQCOMQUALCOMM$6,656,371$82,974 ▲1.3%41,7961.5%Computer and TechnologySYYSysco$6,624,515$746,389 ▲12.7%63,1931.5%Consumer StaplesMDTMedtronic$6,554,086$37,396 ▲0.6%75,1871.5%MedicalMCDMcDonald's$6,467,337$8,765 ▲0.1%22,1361.5%Retail/WholesaleHONHoneywell International$6,239,907$37,493 ▲0.6%26,7951.4%Multi-Sector ConglomeratesDUKDuke Energy$5,707,252$16,284 ▲0.3%48,3671.3%UtilitiesADPAutomatic Data Processing$5,621,709$111,639 ▼-1.9%18,2291.3%Computer and TechnologyGLWCorning$5,535,393$7,310 ▲0.1%105,2561.3%Computer and TechnologyPGProcter & Gamble$5,461,196$4,302 ▼-0.1%34,2781.2%Consumer StaplesKOCocaCola$5,422,533$159,823 ▼-2.9%76,6441.2%Consumer StaplesLMTLockheed Martin$5,279,683$66,228 ▲1.3%11,4001.2%AerospaceCORCencora$5,020,102$94,153 ▼-1.8%16,7421.1%MedicalHSYHershey$4,926,227$103,221 ▲2.1%29,6851.1%Consumer StaplesEMREmerson Electric$4,838,154$6,667 ▲0.1%36,2871.1%IndustrialsGISGeneral Mills$4,798,311$154,600 ▲3.3%92,6141.1%Consumer StaplesWMTWalmart$4,771,270$129,656 ▼-2.6%48,7961.1%Retail/WholesaleAXPAmerican Express$4,709,388$40,191 ▲0.9%14,7641.1%FinanceKMIKinder Morgan$4,509,758$155,262 ▲3.6%153,3931.0%EnergyABTAbbott Laboratories$4,487,465$10,201 ▼-0.2%32,9941.0%MedicalSBUXStarbucks$4,289,621$59,101 ▲1.4%46,8151.0%Retail/WholesaleCVXChevron$4,129,421$71,022 ▲1.7%28,8390.9%EnergyAMZNAmazon.com$4,019,883$140,848 ▲3.6%18,3230.9%Retail/WholesaleJPMJPMorgan Chase & Co.$3,877,992$76,244 ▼-1.9%13,3770.9%FinanceXLVHealth Care Select Sector SPDR Fund$3,745,829$3,370 ▲0.1%27,7900.8%ETFDOVDover$3,545,182$2,016 ▼-0.1%19,3480.8%IndustrialsVIGVanguard Dividend Appreciation ETF$3,495,140$138,561 ▼-3.8%17,0770.8%ETFICEIntercontinental Exchange$3,463,617$76,142 ▲2.2%18,8780.8%FinanceCOSTCostco Wholesale$3,417,312$84,146 ▼-2.4%3,4520.8%Retail/WholesaleKRKroger$3,401,830$75,748 ▲2.3%47,4250.8%Retail/WholesaleKMBKimberly-Clark$3,389,982$139,493 ▲4.3%26,2950.8%Consumer StaplesELVElevance Health$3,253,810$33,452 ▲1.0%8,3650.7%MedicalFANGDiamondback Energy$3,198,620$115,964 ▲3.8%23,2800.7%EnergyCRWDCrowdStrike$3,152,629$37,180 ▼-1.2%6,1900.7%Computer and TechnologyBMYBristol Myers Squibb$3,081,860$463 ▲0.0%66,5770.7%MedicalBDXBecton, Dickinson and Company$3,060,471$135,730 ▲4.6%17,7680.7%MedicalRNRRenaissanceRe$3,054,851$10,201 ▲0.3%12,5770.7%FinanceDLRDigital Realty Trust$3,042,382$1,220 ▼0.0%17,4520.7%FinanceULUnilever$3,032,002$25,752 ▲0.9%49,5670.7%Consumer StaplesQQQInvesco QQQ$2,853,714$60,682 ▲2.2%5,1730.6%FinanceTXNTexas Instruments$2,845,698$5,813 ▼-0.2%13,7060.6%Computer and TechnologyROLRollins$2,831,914$24,656 ▲0.9%50,1930.6%ConstructionAXSAxis Capital$2,755,449$12,458 ▲0.5%26,5410.6%FinanceDEODiageo$2,714,118$25,210 ▲0.9%26,9150.6%Consumer StaplesRPMRPM International$2,669,648$769 ▲0.0%24,3050.6%Basic MaterialsLOWLowe's Companies$2,534,323$3,328 ▲0.1%11,4230.6%Retail/WholesaleNVONovo Nordisk A/S$2,492,550$113,470 ▼-4.4%36,1130.6%MedicalNVDANVIDIA$2,491,708$49,610 ▲2.0%15,7710.6%Computer and TechnologyWTRGEssential Utilities$2,452,193$295,484 ▼-10.8%66,0260.6%UtilitiesTGTTarget$2,407,351$66,885 ▲2.9%24,4030.5%Retail/WholesaleTRPTC Energy$2,343,999$5,904 ▲0.3%48,0430.5%EnergyHDHome Depot$2,343,435$26,030 ▼-1.1%6,3920.5%Retail/WholesaleROKRockwell Automation$2,336,602$997 ▲0.0%7,0340.5%Computer and TechnologyCVSCVS Health$2,265,166$1,656 ▼-0.1%32,8380.5%MedicalNSRGYNestle$2,261,257$33,173 ▲1.5%22,7670.5%Consumer StaplesADMArcher Daniels Midland$2,238,620$44,494 ▼-1.9%42,4140.5%Consumer StaplesRLIRLI$2,205,579$5,850 ▼-0.3%30,5400.5%FinanceNVSNovartis$2,128,381$19,483 ▲0.9%17,5880.5%MedicalBABoeing$2,099,491$373,383 ▲21.6%10,0200.5%AerospaceCATCaterpillar$2,007,602$31,448 ▲1.6%5,1710.5%IndustrialsPEPPepsiCo$2,006,300$5,546 ▲0.3%15,1950.5%Consumer StaplesEXPDExpeditors International of Washington$1,974,297$343 ▼0.0%17,2810.4%TransportationLYBLyondellBasell Industries$1,965,724$161,255 ▼-7.6%33,9740.4%Basic MaterialsSOSouthern$1,900,944$826 ▲0.0%20,7010.4%UtilitiesGDGeneral Dynamics$1,900,053$26,831 ▲1.4%6,5150.4%AerospaceIWDiShares Russell 1000 Value ETF$1,805,110$8,157 ▼-0.4%9,2940.4%ETFCCitigroup$1,702,057$15,832 ▼-0.9%19,9960.4%Financial ServicesDISWalt Disney$1,694,147$1,694,147 ▲New Holding13,6610.4%Consumer DiscretionaryUBERUber Technologies$1,615,396$37,973 ▲2.4%17,3140.4%Computer and TechnologyCTRACoterra Energy$1,570,452$960,626 ▲157.5%61,8780.4%EnergyGILDGilead Sciences$1,371,525$4,989 ▲0.4%12,3710.3%MedicalSTZConstellation Brands$1,340,104$98,417 ▲7.9%8,2380.3%Consumer StaplesNEENextEra Energy$1,305,486$8,330 ▲0.6%18,8060.3%UtilitiesORealty Income$1,297,068$37,215 ▲3.0%22,5150.3%FinanceCHRWC.H. Robinson Worldwide$1,274,609$3,934 ▲0.3%13,2840.3%TransportationGOOGLAlphabet$1,197,806$2,076,820 ▼-63.4%6,7970.3%Computer and TechnologyGPCGenuine Parts$1,169,751$1,577 ▲0.1%9,6430.3%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,162,326$116,387 ▲11.1%10,5260.3%ETFIBMInternational Business Machines$1,107,043$590 ▲0.1%3,7550.3%Computer and TechnologyOKEONEOK$1,071,834$401,223 ▲59.8%13,1300.2%EnergySHYiShares 1-3 Year Treasury Bond ETF$975,428$146,165 ▼-13.0%11,7720.2%ManufacturingCARRCarrier Global$912,379$25,470 ▼-2.7%12,4660.2%ConstructionXOMExxon Mobil$886,787$862 ▲0.1%8,2260.2%EnergyIWFiShares Russell 1000 Growth ETF$774,4340.0%1,8240.2%ETFBACBank of America$751,275$379 ▲0.1%15,8760.2%FinanceShowing largest 100 holdings. View all holdings. 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