BF
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BENEDICT FINANCIAL ADVISORS INC13F | |
| BENEDICT FINANCIAL ADVISORS INC | |
| Last update 2025-05-07 | 127 Stocks (6 new) |
| Value $431.00 Mil | Turnover 3 % |
BENEDICT FINANCIAL ADVISORS IN... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 93,742 | 20,823.0 | -4.76% | 4.830 | -0.28% | 0.000 | +8.32% | -15.87% | 3,138,913.2 | Hardware | |
MSFT | Microsoft Corp | 37,282 | 13,995.3 | -3.12% | 3.240 | -0.12% | 0.000 | +36.31% | +20.42% | 3,758,042.8 | Software | |
MO | Altria Group Inc | 221,262 | 13,280.2 | -0.03% | 3.080 | 0% | 0.010 | +4.56% | +16.58% | 99,146.8 | Tobacco Products | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 137,005 | 12,567.5 | +42.46% | 2.910 | +0.87% | 0.030 | +1.04% | +2.25% | 41,814.9 | ||
PM | Philip Morris International Inc | 72,813 | 11,557.6 | +1.00% | 2.680 | +0.03% | 0.000 | +15.06% | +54.78% | 285,262.9 | Tobacco Products | |
CSCO | Cisco Systems Inc | 183,273 | 11,309.8 | -0.17% | 2.620 | 0% | 0.000 | +21.55% | +16.03% | 266,785.1 | Hardware | |
AMGN | Amgen Inc | 33,099 | 10,311.9 | +1.71% | 2.390 | +0.04% | 0.010 | +6.73% | +16.67% | 160,784.9 | Drug Manufacturers | |
JNJ | Johnson & Johnson | 61,924 | 10,269.4 | +0.58% | 2.380 | +0.01% | 0.000 | +7.98% | +15.84% | 396,472.8 | Drug Manufacturers | |
RTX | RTX Corp | 74,442 | 9,860.6 | -1.86% | 2.290 | -0.04% | 0.010 | +16.78% | +31.09% | 200,620.2 | Aerospace & Defense | |
ABBV | AbbVie Inc | 46,018 | 9,641.6 | +0.37% | 2.240 | +0.01% | 0.000 | +11.97% | +10.20% | 336,641.1 | Drug Manufacturers |
BENEDICT FINANCIAL ADVISORS INC's Historical Top Holdings Breakdowns
BENEDICT FINANCIAL ADVISORS INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +0.87% | 91.45 ($91.59) 91.75 | $91.60 | 0.01% | Add 42.46% | 137,005 | 40,831 | |
BA | Boeing Co | 2025-03-31 | New Buy New Buy | +0.33% | 148.15 ($173.09) 186.25 | $229.90 | 32.82% | New holding | 8,238 | 8,238 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.28% | 209.68 ($231.67) 247.1 | $210.16 | -9.28% | Reduce -4.76% | 93,742 | -4,686 | |
OKE | ONEOK Inc | 2025-03-31 | New Buy New Buy | +0.19% | 89.57 ($99.27) 109.85 | $79.17 | -20.25% | New holding | 8,215 | 8,215 | |
CTRA | Coterra Energy Inc | 2025-03-31 | New Buy New Buy | +0.16% | 25.51 ($27.89) 29.83 | $24.19 | -13.27% | New holding | 24,028 | 24,028 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.12% | 375.39 ($407.71) 447.2 | $505.62 | 24.01% | Reduce -3.12% | 37,282 | -1,199 | |
SHOP | Shopify Inc | 2025-03-31 | Reduce Reduce | -0.12% | 90.59 ($108.97) 129.31 | $120.00 | 10.12% | Reduce -54.96% | 3,730 | -4,552 | |
C | Citigroup Inc | 2025-03-31 | Reduce Reduce | -0.10% | 67.23 ($76.25) 84.63 | $90.02 | 18.06% | Reduce -21.63% | 20,182 | -5,570 | |
FANG | Diamondback Energy Inc | 2025-03-31 | Add Add | +0.09% | 139.9 ($161.26) 180.18 | $136.47 | -15.37% | Add 12.74% | 22,436 | 2,536 | |
SHV | iShares Short Treasury Bond ETF | 2025-03-31 | Add Add | +0.09% | 110.11 ($110.29) 110.51 | $110.25 | -0.04% | Add 62.53% | 9,472 | 3,644 |
BENEDICT FINANCIAL ADVISORS INC Total Holding History ($B)
BENEDICT FINANCIAL ADVISORS INC's Asset Allocation
BENEDICT FINANCIAL ADVISORS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BENEDICT FINANCIAL ADVISORS INC's Hypothetical Growth since 2025-03-31
BENEDICT FINANCIAL ADVISORS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BENEDICT FINANCIAL ADVISORS INC's Holdings Heat Map
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BENEDICT FINANCIAL ADVISORS INC's Holdings Bubble Chart
BENEDICT FINANCIAL ADVISORS INC News
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