Benedict Financial Advisors Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Benedict Financial Advisors Inc. reported 126 stock positions worth $394.1 million. Its top holding was Apple (AAPL) at 4.6% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Johnson & Johnson (JNJ, 2.5%). Compared with Q4 2023, it opened 6 new positions, sold out of 4, added to 56 and reduced 60. The biggest buy was a new position in Amplify Cybersecurity ETF (HACK) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
ATLANTA, GA
CIK
0000711089
Portfolio Value
$394.1M (Q1 2024)
SEC Filing
0001398344-24-007713 ↗ filed Apr 25, 2024

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $394.1M $394.1M Q1 2024 Q2 2024: $394.2M Q2 2024 Q3 2024: $423.3M Q3 2024 Q4 2024: $412.0M Q4 2024 Q1 2025: $431.4M Q1 2025 Q2 2025: $441.4M Q2 2025 Q3 2025: $461.3M Q3 2025 Q4 2025: $474.5M Q4 2025 Q1 2026: $480.5M Q1 2026 Q2 2026: $514.7M Q2 2026

Holdings 126 stocks · $394.1M
AAPL Apple Inc. 4.64% 106,745 $18.3M Reduce -1.1%
MSFT Microsoft Corp. 4.63% 43,386 $18.3M Reduce -2.8%
JNJ Johnson & Johnson 2.49% 62,131 $9.8M Reduce -0.7%
MO Altria Group Inc. 2.44% 220,875 $9.6M Add +1.0%
AMGN Amgen Inc. 2.37% 32,866 $9.3M Reduce -0.5%
CSCO Cisco Systems Inc. 2.29% 180,909 $9.0M Reduce -0.1%
TRV The Travelers Cos Inc. 2.15% 36,822 $8.5M Reduce -0.1%
ABBV Abbvie Inc. 2.10% 45,523 $8.3M Add +1.6%
RTX RTX Corp. 1.94% 78,579 $7.7M Reduce -0.1%
QCOM Qualcomm Inc. 1.90% 44,281 $7.5M Add +0.1%
VZ Verizon Communications Inc. 1.81% 170,308 $7.1M Add +1.1%
MCD McDonald's Corp. 1.80% 25,168 $7.1M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.70% 15,905 $6.7M Reduce -1.3%
PM Philip Morris International 1.59% 68,381 $6.3M Add +0.8%
GIS General Mills Inc. 1.58% 89,177 $6.2M Reduce -1.1%
MDT Medtronic PLC 1.58% 71,526 $6.2M Add +1.7%
CB Chubb Ltd. 1.52% 23,135 $6.0M Reduce -0.2%
V Visa Inc. Class A 1.51% 21,301 $5.9M Add +0.6%
PG The Procter & Gamble Co. 1.45% 35,212 $5.7M Reduce -0.6%
CME Cme Group Inc. 1.43% 26,225 $5.6M Add +6.0%
NVO Novo-Nordisk A/S-Spons ADR 1.39% 42,646 $5.5M Reduce -2.3%
HON Honeywell International Inc. 1.36% 26,184 $5.4M Reduce -0.3%
HSY The Hershey Co. 1.36% 27,536 $5.4M Add +2.3%
LMT Lockheed Martin Corp. 1.29% 11,168 $5.1M Add +1.1%
KO The Coca-Cola Co. 1.27% 81,978 $5.0M Reduce -2.0%
ADP Automatic Data Processing 1.26% 19,835 $5.0M Reduce -0.5%
DUK Duke Energy Corp. 1.14% 46,563 $4.5M Add +1.0%
SYY Sysco Corp. 1.13% 54,754 $4.4M Reduce -0.3%
EMR Emerson Electric Co. 1.11% 38,644 $4.4M Reduce -1.1%
ELV Elevance Health Inc. 1.11% 8,419 $4.4M Add +0.6%
CVX Chevron Corp. 1.09% 27,303 $4.3M Reduce -0.7%
COR Cencora Inc. 1.09% 17,608 $4.3M Reduce -1.3%
XLV SS Health Care Select Sector 1.07% 28,568 $4.2M Reduce -0.8%
BMY Bristol-Myers Squibb Co. 1.04% 75,281 $4.1M Add +2.0%
LYB Lyondellbasell Indu Class A 1.02% 39,354 $4.0M Add +0.8%
BDX Becton Dickinson and Co. 0.99% 15,741 $3.9M Reduce -0.3%
ABT Abbott Laboratories 0.99% 34,234 $3.9M Reduce -0.8%
TGT Target Corp. 0.97% 21,647 $3.8M Add +1.9%
DEO Diageo PLC-Sponsored ADR 0.95% 25,131 $3.7M Add +2.9%
DOV Dover Corp. 0.93% 20,600 $3.7M Reduce -1.1%
CVS CVS Health Corp. 0.92% 45,415 $3.6M Add +2.0%
WMT Walmart Inc. 0.90% 58,684 $3.5M Reduce -0.7%
GLW Corning Inc. 0.85% 101,729 $3.4M Add +5.4%
VIG Vanguard Dividend Apprec ETF 0.85% 18,310 $3.3M Reduce -6.9%
KMB Kimberly-Clark Corp. 0.85% 25,778 $3.3M Reduce -0.2%
AMZN Amazon.com Inc. 0.84% 18,435 $3.3M Reduce -0.5%
AXP American Express Co. 0.84% 14,508 $3.3M Add +5.3%
SBUX Starbucks Corp. 0.81% 34,802 $3.2M Reduce -0.4%
GOOGL Alphabet Inc. Class A 0.78% 20,315 $3.1M Add +4.6%
LOW Lowe's Cos Inc. 0.75% 11,647 $3.0M Add +0.6%
COST Costco Wholesale Corp. 0.74% 4,001 $2.9M Add +0.8%
JPM JPMorgan Chase & Co. 0.74% 14,463 $2.9M Reduce -0.5%
RNR Renaissancere Holdings Ltd. 0.73% 12,196 $2.9M Add +0.6%
PEP Pepsico Inc. 0.73% 16,376 $2.9M Reduce -0.6%
RPM RPM International Inc. 0.72% 23,992 $2.9M Add +4.5%
WTRG Essential Utilities Inc. 0.71% 75,191 $2.8M Reduce -0.8%
DLR Digital Realty Trust Inc. 0.67% 18,207 $2.6M Add +0.5%
UL Unilever PLC 0.64% 50,190 $2.5M Reduce -0.3%
BIL SS SPDR BB 1-3M T-Bill ETF 0.62% 26,521 $2.4M Add +2.8%
ADM Archer-Daniels-Midland Co. 0.61% 38,471 $2.4M Reduce -1.0%
RLI Rli Corp. 0.60% 15,959 $2.4M Reduce -1.4%
TXN Texas Instruments Inc. 0.60% 13,480 $2.3M Add +6.2%
HRL Hormel Foods Corp. 0.58% 65,661 $2.3M Reduce -10.3%
HD Home Depot Inc. 0.58% 5,930 $2.3M Reduce -0.8%
ROL Rollins Inc. 0.57% 48,900 $2.3M Add +0.8%
QQQ Invesco QQQ Trust Series 1 0.57% 5,094 $2.3M Add +1.1%
ICE Intercontinental Exchange Inc. 0.56% 16,173 $2.2M Add +6.5%
KR Kroger Co. 0.55% 38,180 $2.2M Add +5.2%
EXPD Expeditors Intl Wash Inc. 0.55% 17,902 $2.2M Reduce -0.4%
CAT Caterpillar Inc. 0.54% 5,834 $2.1M Reduce -0.1%
KMI Kinder Morgan Inc. 0.54% 115,447 $2.1M Add +0.9%
SYK Stryker Corp. 0.54% 5,894 $2.1M Reduce -1.3%
NSRGY Nestle SA-Spons ADR 0.53% 19,489 $2.1M Add +0.7%
ROK Rockwell Automation Inc. 0.50% 6,816 $2.0M Add +1.7%
TRP TC Energy Corp. 0.50% 48,928 $2.0M Reduce -2.7%
CBOE Cboe Global Markets Inc. 0.48% 10,389 $1.9M Reduce -0.2%
FANG Diamondback Energy Inc. 0.48% 9,611 $1.9M Add +73.0%
IEO iShares U.S. Oil & Gas Explo 0.48% 17,601 $1.9M Add +0.2%
AXS Axis Capital Holdings Ltd. 0.45% 27,041 $1.8M Add +0.5%
GD General Dynamics Corp. 0.45% 6,215 $1.8M Add +8.4%
NVS Novartis AG-Sponsored ADR 0.42% 17,013 $1.6M Reduce -0.8%
IWD iShares Russell 1000 Value E 0.42% 9,178 $1.6M Reduce -1.8%
STZ Constellation Brands Inc. Class A 0.41% 5,954 $1.6M Add +0.6%
NVDA Nvidia Corp. 0.37% 1,606 $1.5M Reduce -52.9%
GPC Genuine Parts Co. 0.37% 9,323 $1.4M Reduce -0.1%
HACK Amplify Cybersecurity ETF 0.36% 22,232 $1.4M New
UBER Uber Technologies Inc. 0.33% 16,715 $1.3M Reduce -6.0%
SO The Southern Co. 0.32% 17,717 $1.3M Reduce -0.0%
INTC Intel Corp. 0.32% 28,404 $1.3M Reduce -8.6%
C Citigroup Inc. 0.32% 19,714 $1.2M New
O Realty Income Corp. 0.30% 21,980 $1.2M Add +0.1%
CHRW C.H. Robinson Worldwide Inc. 0.28% 14,566 $1.1M Reduce -11.7%
NEE Nextera Energy Inc. 0.28% 16,994 $1.1M Add +15.7%
XOM Exxon Mobil Corp. 0.24% 8,145 $947K Add +75.0%
GILD Gilead Sciences Inc. 0.23% 12,547 $919K Add +0.2%
DOW Dow Inc. 0.23% 15,686 $909K Reduce -0.0%
BOND PIMCO Active Bond Exchange-T 0.23% 9,740 $895K New
SHY iShares 1-3 Year Treasury Bo 0.22% 10,779 $882K Add +19.0%
CARR Carrier Global Corp. 0.19% 12,975 $754K Add +0.1%
BSCO Invesco Bulletshares 2024 CB 0.19% 34,989 $734K Reduce -2.9%
IWF iShares Russell 1000 Growth 0.18% 2,090 $704K Reduce -12.1%
SWK Stanley Black & Decker Inc. 0.17% 6,817 $668K Add +0.6%
DG Dollar General Corp. 0.16% 4,036 $630K Reduce -0.6%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 16,317 $619K Reduce -4.4%
DLN Wisdomtree US Largecap Divid 0.15% 8,181 $591K No change
UNH Unitedhealth Group Inc. 0.13% 1,073 $531K Add +23.8%
DE Deere & Co. 0.13% 1,208 $496K Add +21.4%
BHP BHP Group Ltd.-Spon ADR 0.12% 8,399 $485K Add +1.4%
ALB Albemarle Corp. 0.10% 2,996 $395K Add +0.2%
META Meta Platforms Inc. Class A 0.10% 773 $375K Add +20.8%
PKG Packaging Corp. of America 0.09% 1,832 $348K Add +0.4%
SHOP Shopify Inc. Class A 0.09% 4,483 $346K Add +20.2%
ABBNY Abb Ltd.-Spon ADR 0.08% 7,141 $331K No change
HUBS HubSpot Inc. 0.08% 515 $323K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 1,642 $314K Add +19.9%
CCI Crown Castle Inc. 0.08% 2,947 $312K Add +4.0%
UPS United Parcel Service Class B 0.08% 2,027 $301K Reduce -0.8%
CRWD CrowdStrike Holdings Inc. Class A 0.07% 911 $292K Reduce -11.2%
SWKS Skyworks Solutions Inc. 0.07% 2,555 $277K Reduce -8.8%
YUM Yum! Brands Inc. 0.07% 1,911 $265K Reduce -13.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 2,096 $256K New
SHV iShares 0-1 Year Treasury Bo 0.06% 2,176 $241K New
NOW ServiceNow Inc. 0.06% 305 $233K No change
FTSM First Trust Enh Short Mat FD 0.06% 3,867 $231K Add +0.0%
DVY iShares Select Dividend ETF 0.06% 1,809 $223K Reduce -4.2%
RGLD Royal Gold Inc. 0.05% 1,719 $209K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -1.1% 4.64% −1.02
MCD McDonald's Corp. Reduce -0.7% 1.80% −0.25
AMGN Amgen Inc. Reduce -0.5% 2.37% −0.22
CSCO Cisco Systems Inc. Reduce -0.1% 2.29% −0.20
BA The Boeing Co. Sold out 0.00% −0.18
JNJ Johnson & Johnson Reduce -0.7% 2.49% −0.18
ADM Archer-Daniels-Midland Co. Reduce -1.0% 0.61% −0.15
HON Honeywell International Inc. Reduce -0.3% 1.36% −0.14
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.13
INTC Intel Corp. Reduce -8.6% 0.32% −0.11
CHRW C.H. Robinson Worldwide Inc. Reduce -11.7% 0.28% −0.11
SBUX Starbucks Corp. Reduce -0.4% 0.81% −0.11
NVDA Nvidia Corp. Reduce -52.9% 0.37% −0.09
MKTX Marketaxess Holdings Inc. Sold out 0.00% −0.07
EXPD Expeditors Intl Wash Inc. Reduce -0.4% 0.55% −0.07
KO The Coca-Cola Co. Reduce -2.0% 1.27% −0.07
VIG Vanguard Dividend Apprec ETF Reduce -6.9% 0.85% −0.06
WTRG Essential Utilities Inc. Reduce -0.8% 0.71% −0.06
BDX Becton Dickinson and Co. Reduce -0.3% 0.99% −0.06
HRL Hormel Foods Corp. Reduce -10.3% 0.58% −0.06
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.05
NVS Novartis AG-Sponsored ADR Reduce -0.8% 0.42% −0.05
ABT Abbott Laboratories Reduce -0.8% 0.99% −0.05
TRP TC Energy Corp. Reduce -2.7% 0.50% −0.04
PEP Pepsico Inc. Reduce -0.6% 0.73% −0.04
UL Unilever PLC Reduce -0.3% 0.64% −0.03
CVX Chevron Corp. Reduce -0.7% 1.09% −0.02
CBOE Cboe Global Markets Inc. Reduce -0.2% 0.48% −0.02
BSCO Invesco Bulletshares 2024 CB Reduce -2.9% 0.19% −0.02
IWF iShares Russell 1000 Growth Reduce -12.1% 0.18% −0.02
GIS General Mills Inc. Reduce -1.1% 1.58% −0.02
SO The Southern Co. Reduce -0.0% 0.32% −0.02
SWKS Skyworks Solutions Inc. Reduce -8.8% 0.07% −0.02
YUM Yum! Brands Inc. Reduce -13.4% 0.07% −0.01
UPS United Parcel Service Class B Reduce -0.8% 0.08% −0.01
KMB Kimberly-Clark Corp. Reduce -0.2% 0.85% −0.01
ADP Automatic Data Processing Reduce -0.5% 1.26% −0.01
DOW Dow Inc. Reduce -0.0% 0.23% −0.00
DVY iShares Select Dividend ETF Reduce -4.2% 0.06% −0.00
IWD iShares Russell 1000 Value E Reduce -1.8% 0.42% −0.00
XLV SS Health Care Select Sector Reduce -0.8% 1.07% +0.00
BAC Bank of America Corp. Reduce -4.4% 0.16% +0.00
CRWD CrowdStrike Holdings Inc. Class A Reduce -11.2% 0.07% +0.00
DG Dollar General Corp. Reduce -0.6% 0.16% +0.01
HD Home Depot Inc. Reduce -0.8% 0.58% +0.01
RLI Rli Corp. Reduce -1.4% 0.60% +0.01
GPC Genuine Parts Co. Reduce -0.1% 0.37% +0.01
UBER Uber Technologies Inc. Reduce -6.0% 0.33% +0.03
SYY Sysco Corp. Reduce -0.3% 1.13% +0.03
PG The Procter & Gamble Co. Reduce -0.6% 1.45% +0.04

Portfolio Buys Q4 2023 → Q1 2024
HACK Amplify Cybersecurity ETF New 0.36% +0.36
C Citigroup Inc. New 0.32% +0.32
FANG Diamondback Energy Inc. Add +73.0% 0.48% +0.25
BOND PIMCO Active Bond Exchange-T New 0.23% +0.23
ABBV Abbvie Inc. Add +1.6% 2.10% +0.21
QCOM Qualcomm Inc. Add +0.1% 1.90% +0.16
TGT Target Corp. Add +1.9% 0.97% +0.15
AXP American Express Co. Add +5.3% 0.84% +0.13
XOM Exxon Mobil Corp. Add +75.0% 0.24% +0.11
KR Kroger Co. Add +5.2% 0.55% +0.10
VZ Verizon Communications Inc. Add +1.1% 1.81% +0.08
RNR Renaissancere Holdings Ltd. Add +0.6% 0.73% +0.08
DIS The Walt Disney Co. New 0.07% +0.07
SHV iShares 0-1 Year Treasury Bo New 0.06% +0.06
RGLD Royal Gold Inc. New 0.05% +0.05
LOW Lowe's Cos Inc. Add +0.6% 0.75% +0.05
GLW Corning Inc. Add +5.4% 0.85% +0.05
MO Altria Group Inc. Add +1.0% 2.44% +0.04
AXS Axis Capital Holdings Ltd. Add +0.5% 0.45% +0.04
GD General Dynamics Corp. Add +8.4% 0.45% +0.04
GOOGL Alphabet Inc. Class A Add +4.6% 0.78% +0.04
META Meta Platforms Inc. Class A Add +20.8% 0.10% +0.03
NEE Nextera Energy Inc. Add +15.7% 0.28% +0.03
ELV Elevance Health Inc. Add +0.6% 1.11% +0.03
ICE Intercontinental Exchange Inc. Add +6.5% 0.56% +0.03
IEO iShares U.S. Oil & Gas Explo Add +0.2% 0.48% +0.03
COST Costco Wholesale Corp. Add +0.8% 0.74% +0.03
RPM RPM International Inc. Add +4.5% 0.72% +0.03
SHY iShares 1-3 Year Treasury Bo Add +19.0% 0.22% +0.02
STZ Constellation Brands Inc. Class A Add +0.6% 0.41% +0.02
IBM Intl Business Machines Corp. Add +19.9% 0.08% +0.02
DE Deere & Co. Add +21.4% 0.13% +0.02
CME Cme Group Inc. Add +6.0% 1.43% +0.01
QQQ Invesco QQQ Trust Series 1 Add +1.1% 0.57% +0.01
LYB Lyondellbasell Indu Class A Add +0.8% 1.02% +0.01
UNH Unitedhealth Group Inc. Add +23.8% 0.13% +0.01
SHOP Shopify Inc. Class A Add +20.2% 0.09% +0.01
PKG Packaging Corp. of America Add +0.4% 0.09% +0.01
TXN Texas Instruments Inc. Add +6.2% 0.60% +0.01
V Visa Inc. Class A Add +0.6% 1.51% +0.01
BMY Bristol-Myers Squibb Co. Add +2.0% 1.04% +0.00
MDT Medtronic PLC Add +1.7% 1.58% +0.00
DLR Digital Realty Trust Inc. Add +0.5% 0.67% +0.00
ROL Rollins Inc. Add +0.8% 0.57% −0.00
FTSM First Trust Enh Short Mat FD Add +0.0% 0.06% −0.00
HSY The Hershey Co. Add +2.3% 1.36% −0.01
CCI Crown Castle Inc. Add +4.0% 0.08% −0.01
CARR Carrier Global Corp. Add +0.1% 0.19% −0.01
SWK Stanley Black & Decker Inc. Add +0.6% 0.17% −0.01
KMI Kinder Morgan Inc. Add +0.9% 0.54% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 142$514.7MAAPL, CSCO, GLW, MO, JNJ
Q1 2026 133$480.5MAAPL, JNJ, MO, BIL, CSCO
Q4 2025 134$474.5MAAPL, MSFT, BIL, CSCO, JNJ
Q3 2025 129$461.3MAAPL, MSFT, MO, BIL, CSCO
Q2 2025 125$441.4MAAPL, MSFT, BIL, MO, PM
Q1 2025 127$431.4MAAPL, MSFT, MO, BIL, PM
Q4 2024 123$412.0MAAPL, MSFT, MO, CSCO, JNJ
Q3 2024 126$423.3MAAPL, MSFT, MO, AMGN, JNJ
Q2 2024 126$394.2MAAPL, MSFT, AMGN, MO, JNJ
Q1 2024 126$394.1MAAPL, MSFT, JNJ, MO, AMGN