Benedict Financial Advisors Inc Portfolio Holdings
Benedict Financial Advisors Inc
- $421 Million
- Q3 2024
Benedict Financial Advisors Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $421 Million distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Microsoft Corp with a value of $17.1M, Altria Group, Inc. with a value of $11.3M, Amgen Inc with a value of $10.4M, and Johnson & Johnson with a value of $9.97M.
Examining the 13F form we can see an increase of $29.8M in the current position value, from $392M to 421M.
Below you can find more details about Benedict Financial Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$421 Million
Consumer Defensive: $81.5 Million
Technology: $71.7 Million
Healthcare: $67.9 Million
Financial Services: $55.7 Million
Industrials: $46.7 Million
ETFs: $24.6 Million
Consumer Cyclical: $24.4 Million
Energy: $12.9 Million
Other: $36.1 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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