Benedict Financial Advisors Inc Purchases in Q4 2024

Benedict Financial Advisors Inc

  • $410 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20.4K
+ 26.94%
$91.29 - $91.8 $1.86M - $1.87M
96.2K $8.79M
CSCO
Cisco Systems, Inc.

Technology
1.62K
+ 0.89%
$52.45 - $60.02 $84.9K - $97.1K
184K $10.9M
KMI
Kinder Morgan, Inc.

Energy
12.1K
+ 9.35%
$22.59 - $28.54 $273K - $345K
141K $3.87M
V
Visa Inc.

Financial Services
220
+ 1.02%
$273.87 - $320.91 $60.3K - $70.6K
21.8K $6.9M
AMZN
Amazon Com Inc

Consumer Cyclical
618
+ 3.43%
$180.88 - $232.93 $112K - $144K
18.7K $4.09M
C
Citigroup Inc

Financial Services
7.64K
+ 42.17%
$61.31 - $72.5 $468K - $554K
25.8K $1.81M
CRWD
Crowd Strike Holdings, Inc.

Technology
740
+ 13.12%
$275.15 - $388.2 $204K - $287K
6.38K $2.18M
HON
Honeywell International Inc

Industrials
201
+ 0.76%
$202.84 - $236.0 $40.8K - $47.4K
26.5K $5.99M
FANG
Diamondback Energy, Inc.

Energy
4.05K
+ 25.53%
$153.06 - $199.5 $619K - $807K
19.9K $3.26M
CME
Cme Group Inc.

Financial Services
826
+ 2.95%
$221.17 - $246.02 $183K - $203K
28.9K $6.7M
GOOGL
Alphabet Inc.

Communication Services
190
+ 0.98%
$161.86 - $196.66 $30.8K - $37.4K
19.6K $3.71M
AXP
American Express CO

Financial Services
352
+ 2.4%
$267.35 - $305.57 $94.1K - $108K
15K $4.45M
BMY
Bristol Myers Squibb CO

Healthcare
817
+ 1.25%
$51.92 - $59.94 $42.4K - $49K
66.1K $3.74M
GLW
Corning Inc

Technology
1.54K
+ 1.48%
$44.11 - $49.76 $68K - $76.7K
106K $5.03M
MO
Altria Group, Inc.

Consumer Defensive
699
+ 0.32%
$49.06 - $57.74 $34.3K - $40.4K
221K $11.6M
KR
Kroger CO

Consumer Defensive
2.43K
+ 5.83%
$55.21 - $63.3 $134K - $154K
44K $2.69M
XLF
Financial Sector Spdr

ETFs
6.05K
New
$44.89 - $51.34 $271K - $311K
6.05K $292K
QQQ
Invesco Qqq Trust, Series 1

ETFs
235
+ 4.44%
$481.22 - $538.17 $113K - $126K
5.52K $2.82M
BAC
Bank Of America Corp

Financial Services
3.87K
+ 32.64%
$39.22 - $47.77 $152K - $185K
15.7K $690K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.26K
New
$91.94 - $100.02 $208K - $226K
2.26K $209K
HD
Home Depot, Inc.

Consumer Cyclical
651
+ 11.08%
$385.02 - $431.37 $251K - $281K
6.53K $2.54M
SHV
Ishares Tr

ETFs
1.45K
+ 33.18%
$109.92 - $110.57 $160K - $161K
5.83K $641K
ROK
Rockwell Automation, Inc

Industrials
14
+ 0.2%
$264.65 - $302.92 $3.71K - $4.24K
7.08K $2.02M
GILD
Gilead Sciences, Inc.

Healthcare
53
+ 0.43%
$83.95 - $97.9 $4.45K - $5.19K
12.4K $1.15M
RPM
Rpm International Inc

Basic Materials
322
+ 1.34%
$120.09 - $140.26 $38.7K - $45.2K
24.4K $3M
SO
Southern CO

Utilities
2.75K
+ 15.33%
$81.5 - $94.15 $224K - $259K
20.7K $1.7M
IBM
International Business Machines Corp

Technology
327
+ 7.32%
$204.9 - $238.04 $67K - $77.8K
4.79K $1.05M
DVY
Ishares Tr

ETFs
540
+ 28.45%
$129.55 - $143.41 $70K - $77.4K
2.44K $320K
TXN
Texas Instruments Inc

Technology
275
+ 2.06%
N/A
13.6K $2.65M
VIG
Vanguard Dividend Appreciation

ETFs
205
+ 1.13%
N/A
18.3K $3.33M
GANX
Gain Therapeutics, Inc.

Healthcare
16K
New
$1.54 - $2.92 $24.6K - $46.7K
16K $32K
PKG
Packaging Corp Of America

Consumer Cyclical
19
+ 1.06%
$211.98 - $248.85 $4.03K - $4.73K
1.82K $409K
IWD
Ishares Russell 1000 Val ETF

ETFs
323
+ 3.6%
$183.23 - $199.79 $59.2K - $64.5K
9.3K $1.72M
PM
Philip Morris International Inc.

Consumer Defensive
676
+ 0.95%
$118.38 - $133.06 $80K - $89.9K
72.1K $8.68M
Kenvue Inc
159
+ 1.65%
N/A
9.77K $0
Pimco ETF Tr
11.9K
New
N/A
11.9K $0
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.04%
$77.23 - $82.11 $232 - $246
8.14K $632K
RGLD
Royal Gold Inc

Basic Materials
3
+ 0.18%
$131.05 - $154.26 $393 - $463
1.7K $224K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2
+ 0.05%
$56.08 - $68.53 $112 - $137
3.69K $207K
UPS
United Parcel Service Inc

Industrials
14
+ 0.68%
$122.65 - $138.35 $1.72K - $1.94K
2.07K $261K
TRP
Tc Energy Corp

Energy
472
+ 1.0%
$44.03 - $50.23 $20.8K - $23.7K
47.7K $2.22M
CVX
Chevron Corp

Energy
142
+ 0.52%
$141.15 - $162.53 $20K - $23.1K
27.5K $3.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
137
+ 0.87%
$442.29 - $483.08 $60.6K - $66.2K
15.8K $7.16M
SYY
Sysco Corp

Consumer Defensive
479
+ 0.87%
$73.63 - $81.77 $35.3K - $39.2K
55.5K $4.25M
UNH
Unitedhealth Group Inc

Healthcare
9
+ 0.85%
$485.52 - $625.25 $4.37K - $5.63K
1.07K $538K
CCI
Crown Castle International Corp

Real Estate
39
+ 1.29%
$89.78 - $119.11 $3.5K - $4.65K
3.05K $276K
WTRG
Essential Utilities, Inc.

Utilities
902
+ 1.17%
$36.18 - $40.55 $32.6K - $36.6K
77.7K $2.82M
SBUX
Starbucks Corp

Consumer Cyclical
1.49K
+ 3.39%
$87.44 - $102.5 $131K - $153K
45.5K $4.15M
TGT
Target Corp

Consumer Defensive
2.03K
+ 9.92%
$121.59 - $160.69 $247K - $326K
22.5K $3.04M
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Benedict Financial Advisors Inc Portfolio

Follow Benedict Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Benedict Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Benedict Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email