Benedict Financial Advisors Inc.

Name: BENEDICT FINANCIAL ADVISORS INC 13F holdings, Q1 2025
Creator: BENEDICT FINANCIAL ADVISORS INC
Published: 2025-05-07

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Benedict Financial Advisors Inc. reported 127 stock positions worth $431.4 million. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by Microsoft (MSFT, 3.2%) and Altria (MO, 3.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 2, added to 55 and reduced 63. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +42%) and the biggest sale Apple (AAPL, shares −5%).

Most Recent 13F: Q2 2026
Location: ATLANTA, GA
CIK: 0000711089
Portfolio Value: $431.4M (Q1 2025)
SEC Filing: 0001398344-25-008854 ↗ filed May 7, 2025

Holdings Value

Holdings 127 stocks · $431.4M


AAPL Apple Inc.	4.83%	93,742	$20.8M	Reduce -4.8%
MSFT Microsoft Corp.	3.24%	37,282	$14.0M	Reduce -3.1%
MO Altria Group Inc.	3.08%	221,262	$13.3M	Reduce -0.0%
BIL SS SPDR BB 1-3M T-Bill ETF	2.91%	137,005	$12.6M	Add +42.5%
PM Philip Morris International	2.68%	72,813	$11.6M	Add +1.0%
CSCO Cisco Systems Inc.	2.62%	183,273	$11.3M	Reduce -0.2%
AMGN Amgen Inc.	2.39%	33,099	$10.3M	Add +1.7%
JNJ Johnson & Johnson	2.38%	61,924	$10.3M	Add +0.6%
RTX RTX Corp.	2.29%	74,442	$9.9M	Reduce -1.9%
ABBV Abbvie Inc.	2.24%	46,018	$9.6M	Add +0.4%
TRV The Travelers Cos Inc.	2.20%	35,896	$9.5M	Reduce -0.8%
BRK.B Berkshire Hathaway Inc. Class B	1.93%	15,614	$8.3M	Reduce -1.2%
CME Cme Group Inc.	1.82%	29,643	$7.9M	Add +2.7%
VZ Verizon Communications Inc.	1.80%	170,886	$7.8M	Add +0.2%
V Visa Inc. Class A	1.77%	21,760	$7.6M	Reduce -0.4%
CB Chubb Ltd.	1.61%	23,028	$7.0M	Add +1.1%
MCD McDonald's Corp.	1.60%	22,106	$6.9M	Reduce -0.1%
MDT Medtronic PLC	1.56%	74,758	$6.7M	Add +1.4%
QCOM Qualcomm Inc.	1.47%	41,275	$6.3M	Reduce -0.7%
DUK Duke Energy Corp.	1.36%	48,229	$5.9M	Add +1.1%
PG The Procter & Gamble Co.	1.36%	34,305	$5.8M	Reduce -0.0%
ADP Automatic Data Processing	1.32%	18,591	$5.7M	Reduce -2.0%
KO The Coca-Cola Co.	1.31%	78,903	$5.7M	Reduce -0.3%
HON Honeywell International Inc.	1.31%	26,634	$5.6M	Add +0.5%
GIS General Mills Inc.	1.24%	89,630	$5.4M	Add +2.0%
LMT Lockheed Martin Corp.	1.17%	11,257	$5.0M	Add +1.9%
HSY The Hershey Co.	1.15%	29,063	$5.0M	Add +3.5%
GLW Corning Inc.	1.12%	105,117	$4.8M	Reduce -0.8%
COR Cencora Inc.	1.10%	17,056	$4.7M	Reduce -1.8%
CVX Chevron Corp.	1.10%	28,343	$4.7M	Add +3.1%
SBUX Starbucks Corp.	1.05%	46,170	$4.5M	Add +1.4%
WMT Walmart Inc.	1.02%	50,122	$4.4M	Reduce -7.2%
ABT Abbott Laboratories	1.02%	33,069	$4.4M	Reduce -1.3%
KMI Kinder Morgan Inc.	0.98%	148,112	$4.2M	Add +4.9%
SYY Sysco Corp.	0.98%	56,073	$4.2M	Add +1.0%
BMY Bristol-Myers Squibb Co.	0.94%	66,567	$4.1M	Add +0.7%
XLV SS Health Care Select Sector	0.94%	27,765	$4.1M	Add +0.4%
EMR Emerson Electric Co.	0.92%	36,237	$4.0M	Reduce -3.0%
AXP American Express Co.	0.91%	14,638	$3.9M	Reduce -2.5%
BDX Becton Dickinson and Co.	0.90%	16,980	$3.9M	Add +5.2%
ELV Elevance Health Inc.	0.83%	8,279	$3.6M	Add +0.8%
FANG Diamondback Energy Inc.	0.83%	22,436	$3.6M	Add +12.7%
KMB Kimberly-Clark Corp.	0.83%	25,213	$3.6M	Add +0.7%
VIG Vanguard Dividend Apprec ETF	0.80%	17,754	$3.4M	Reduce -3.0%
DOV Dover Corp.	0.79%	19,359	$3.4M	Reduce -1.6%
AMZN Amazon.com Inc.	0.78%	17,681	$3.4M	Reduce -5.2%
JPM JPMorgan Chase & Co.	0.78%	13,640	$3.3M	Reduce -5.2%
COST Costco Wholesale Corp.	0.78%	3,537	$3.3M	Reduce -5.7%
ICE Intercontinental Exchange Inc.	0.74%	18,463	$3.2M	Add +5.7%
KR Kroger Co.	0.73%	46,369	$3.1M	Add +5.3%
RNR Renaissancere Holdings Ltd.	0.70%	12,535	$3.0M	Reduce -0.5%
UL Unilever PLC	0.68%	49,146	$2.9M	Reduce -0.1%
WTRG Essential Utilities Inc.	0.68%	73,982	$2.9M	Reduce -4.8%
GOOGL Alphabet Inc. Class A	0.67%	18,582	$2.9M	Reduce -5.2%
RPM RPM International Inc.	0.65%	24,298	$2.8M	Reduce -0.3%
DEO Diageo PLC-Sponsored ADR	0.65%	26,665	$2.8M	Reduce -1.0%
ROL Rollins Inc.	0.62%	49,756	$2.7M	Add +0.9%
LOW Lowe's Cos Inc.	0.62%	11,408	$2.7M	Reduce -2.5%
AXS Axis Capital Holdings Ltd.	0.61%	26,421	$2.6M	Add +0.1%
NVO Novo-Nordisk A/S-Spons ADR	0.61%	37,757	$2.6M	Reduce -2.1%
LYB Lyondellbasell Indu Class A	0.60%	36,761	$2.6M	Reduce -2.4%
DLR Digital Realty Trust Inc.	0.58%	17,459	$2.5M	Reduce -0.3%
TGT Target Corp.	0.57%	23,725	$2.5M	Add +5.5%
TXN Texas Instruments Inc.	0.57%	13,734	$2.5M	Add +0.7%
RLI Rli Corp.	0.57%	30,621	$2.5M	Reduce -1.5%
QQQ Invesco QQQ Trust Series 1	0.55%	5,063	$2.4M	Reduce -8.3%
HD Home Depot Inc.	0.55%	6,463	$2.4M	Reduce -0.9%
PEP Pepsico Inc.	0.53%	15,153	$2.3M	Reduce -1.2%
NSRGY Nestle SA-Spons ADR	0.53%	22,433	$2.3M	Add +1.6%
TRP TC Energy Corp.	0.52%	47,922	$2.3M	Add +0.4%
CBOE Cboe Global Markets Inc.	0.52%	9,844	$2.2M	Reduce -0.3%
CVS CVS Health Corp.	0.52%	32,862	$2.2M	Reduce -11.3%
CRWD CrowdStrike Holdings Inc. Class A	0.51%	6,263	$2.2M	Reduce -1.8%
SYK Stryker Corp.	0.50%	5,739	$2.1M	Reduce -0.1%
EXPD Expeditors Intl Wash Inc.	0.48%	17,284	$2.1M	Reduce -0.8%
ADM Archer-Daniels-Midland Co.	0.48%	43,257	$2.1M	Add +4.7%
NVS Novartis AG-Sponsored ADR	0.45%	17,427	$1.9M	Add +3.6%
SO The Southern Co.	0.44%	20,692	$1.9M	Add +0.1%
ROK Rockwell Automation Inc.	0.42%	7,031	$1.8M	Reduce -0.7%
IWD iShares Russell 1000 Value E	0.41%	9,336	$1.8M	Add +0.4%
GD General Dynamics Corp.	0.41%	6,423	$1.8M	Add +0.8%
CAT Caterpillar Inc.	0.39%	5,090	$1.7M	Reduce -2.0%
NVDA Nvidia Corp.	0.39%	15,457	$1.7M	Add +1.7%
C Citigroup Inc.	0.33%	20,182	$1.4M	Reduce -21.6%
BA The Boeing Co.	0.33%	8,238	$1.4M	New
STZ Constellation Brands Inc. Class A	0.32%	7,633	$1.4M	Add +21.5%
GILD Gilead Sciences Inc.	0.32%	12,326	$1.4M	Reduce -0.6%
CHRW C.H. Robinson Worldwide Inc.	0.31%	13,243	$1.4M	Add +0.9%
NEE Nextera Energy Inc.	0.31%	18,686	$1.3M	Add +0.7%
O Realty Income Corp.	0.29%	21,869	$1.3M	Add +1.5%
UBER Uber Technologies Inc.	0.29%	16,907	$1.2M	Add +29.6%
GPC Genuine Parts Co.	0.27%	9,630	$1.1M	Add +0.4%
SHY iShares 1-3 Year Treasury Bo	0.26%	13,536	$1.1M	Add +3.0%
SHV iShares 0-1 Year Treasury Bo	0.24%	9,472	$1.0M	Add +62.5%
XOM Exxon Mobil Corp.	0.23%	8,218	$977K	Reduce -0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.22%	3,753	$933K	Reduce -21.7%
OKE Oneok Inc.	0.19%	8,215	$815K	New
CARR Carrier Global Corp.	0.19%	12,814	$812K	Reduce -0.6%
CTRA Coterra Energy Inc.	0.16%	24,028	$694K	New
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.15%	15,868	$662K	Add +0.9%
IWF iShares Russell 1000 Growth	0.15%	1,824	$659K	Reduce -9.8%
DLN Wisdomtree US Largecap Divid	0.15%	8,056	$639K	Reduce -1.0%
UNH Unitedhealth Group Inc.	0.13%	1,108	$580K	Add +4.0%
DE Deere & Co.	0.13%	1,173	$551K	Add +0.5%
SWK Stanley Black & Decker Inc.	0.10%	5,891	$453K	Reduce -1.1%
DOW Dow Inc.	0.10%	12,243	$428K	Reduce -18.9%
META Meta Platforms Inc. Class A	0.10%	736	$424K	Reduce -0.9%
PKG Packaging Corp. of America	0.08%	1,801	$357K	Reduce -1.0%
SHOP Shopify Inc. Class A	0.08%	3,730	$356K	Reduce -55.0%
DVY iShares Select Dividend ETF	0.08%	2,620	$352K	Add +7.5%
BHP BHP Group Ltd.-Spon ADR	0.08%	7,124	$346K	Reduce -11.3%
MKTX Marketaxess Holdings Inc.	0.08%	1,536	$332K	New
CCI Crown Castle Inc.	0.07%	3,081	$321K	Add +1.0%
PYLD PIMCO Multisector Bond Actv	0.07%	11,945	$315K	No change
ABBNY Abb Ltd.-Spon ADR	0.07%	5,905	$308K	Reduce -2.9%
YUM Yum! Brands Inc.	0.07%	1,893	$298K	Add +0.2%
HUBS HubSpot Inc.	0.07%	515	$294K	No change
WPM Wheaton Precious Metals Corp.	0.07%	3,649	$283K	Reduce -1.2%
XLF SS Financial Select Sector	0.06%	5,610	$279K	Reduce -7.2%
RGLD Royal Gold Inc.	0.06%	1,707	$279K	Add +0.2%
DG Dollar General Corp.	0.06%	3,053	$268K	Reduce -4.0%
NOW ServiceNow Inc.	0.06%	305	$243K	No change
KVUE Kenvue Inc.	0.05%	9,840	$236K	Add +0.7%
TFC Truist Financial Corp.	0.05%	5,565	$229K	New
UPS United Parcel Service Class B	0.05%	2,045	$225K	Reduce -1.2%
SIEGY Siemens AG-Spons ADR	0.05%	1,767	$204K	New
GANX Gain Therapeutics Inc.	0.01%	18,000	$34K	Add +12.5%

Portfolio Sells Q4 2024 → Q1 2025


AAPL Apple Inc.	Reduce -4.8%	4.83%	−1.16
MSFT Microsoft Corp.	Reduce -3.1%	3.24%	−0.69
GOOGL Alphabet Inc. Class A	Reduce -5.2%	0.67%	−0.23
AMZN Amazon.com Inc.	Reduce -5.2%	0.78%	−0.21
EMR Emerson Electric Co.	Reduce -3.0%	0.92%	−0.20
NVO Novo-Nordisk A/S-Spons ADR	Reduce -2.1%	0.61%	−0.20
DEO Diageo PLC-Sponsored ADR	Reduce -1.0%	0.65%	−0.18
DLR Digital Realty Trust Inc.	Reduce -0.3%	0.58%	−0.17
AXP American Express Co.	Reduce -2.5%	0.91%	−0.17
WMT Walmart Inc.	Reduce -7.2%	1.02%	−0.16
QQQ Invesco QQQ Trust Series 1	Reduce -8.3%	0.55%	−0.13
SHOP Shopify Inc. Class A	Reduce -55.0%	0.08%	−0.13
C Citigroup Inc.	Reduce -21.6%	0.33%	−0.11
DOV Dover Corp.	Reduce -1.6%	0.79%	−0.11
GLW Corning Inc.	Reduce -0.8%	1.12%	−0.11
LOW Lowe's Cos Inc.	Reduce -2.5%	0.62%	−0.08
HRL Hormel Foods Corp.	Sold out	0.00%	−0.08
QCOM Qualcomm Inc.	Reduce -0.7%	1.47%	−0.08
LYB Lyondellbasell Indu Class A	Reduce -2.4%	0.60%	−0.08
RPM RPM International Inc.	Reduce -0.3%	0.65%	−0.08
VIG Vanguard Dividend Apprec ETF	Reduce -3.0%	0.80%	−0.07
ROK Rockwell Automation Inc.	Reduce -0.7%	0.42%	−0.07
CAT Caterpillar Inc.	Reduce -2.0%	0.39%	−0.07
HD Home Depot Inc.	Reduce -0.9%	0.55%	−0.07
RNR Renaissancere Holdings Ltd.	Reduce -0.5%	0.70%	−0.06
JPM JPMorgan Chase & Co.	Reduce -5.2%	0.78%	−0.06
COST Costco Wholesale Corp.	Reduce -5.7%	0.78%	−0.06
RLI Rli Corp.	Reduce -1.5%	0.57%	−0.05
IUSV iShares Core S&P U.S. Value	Sold out	0.00%	−0.05
DOW Dow Inc.	Reduce -18.9%	0.10%	−0.05
IWF iShares Russell 1000 Growth	Reduce -9.8%	0.15%	−0.04
PG The Procter & Gamble Co.	Reduce -0.0%	1.36%	−0.04
IBM Intl Business Machines Corp.	Reduce -21.7%	0.22%	−0.04
PEP Pepsico Inc.	Reduce -1.2%	0.53%	−0.04
ADP Automatic Data Processing	Reduce -2.0%	1.32%	−0.03
CARR Carrier Global Corp.	Reduce -0.6%	0.19%	−0.03
CRWD CrowdStrike Holdings Inc. Class A	Reduce -1.8%	0.51%	−0.02
PKG Packaging Corp. of America	Reduce -1.0%	0.08%	−0.02
CSCO Cisco Systems Inc.	Reduce -0.2%	2.62%	−0.02
BHP BHP Group Ltd.-Spon ADR	Reduce -11.3%	0.08%	−0.01
UPS United Parcel Service Class B	Reduce -1.2%	0.05%	−0.01
SWK Stanley Black & Decker Inc.	Reduce -1.1%	0.10%	−0.01
ABBNY Abb Ltd.-Spon ADR	Reduce -2.9%	0.07%	−0.01
META Meta Platforms Inc. Class A	Reduce -0.9%	0.10%	−0.01
WTRG Essential Utilities Inc.	Reduce -4.8%	0.68%	−0.01
SYK Stryker Corp.	Reduce -0.1%	0.50%	−0.01
XLF SS Financial Select Sector	Reduce -7.2%	0.06%	−0.01
DLN Wisdomtree US Largecap Divid	Reduce -1.0%	0.15%	−0.01
UL Unilever PLC	Reduce -0.1%	0.68%	+0.00
DG Dollar General Corp.	Reduce -4.0%	0.06%	+0.00

Portfolio Buys Q4 2024 → Q1 2025


BIL SS SPDR BB 1-3M T-Bill ETF	Add +42.5%	2.91%	+0.78
PM Philip Morris International	Add +1.0%	2.68%	+0.57
AMGN Amgen Inc.	Add +1.7%	2.39%	+0.33
BA The Boeing Co.	New	0.33%	+0.33
ABBV Abbvie Inc.	Add +0.4%	2.24%	+0.26
JNJ Johnson & Johnson	Add +0.6%	2.38%	+0.22
CME Cme Group Inc.	Add +2.7%	1.82%	+0.20
OKE Oneok Inc.	New	0.19%	+0.19
CTRA Coterra Energy Inc.	New	0.16%	+0.16
VZ Verizon Communications Inc.	Add +0.2%	1.80%	+0.14
CVX Chevron Corp.	Add +3.1%	1.10%	+0.13
MDT Medtronic PLC	Add +1.4%	1.56%	+0.13
DUK Duke Energy Corp.	Add +1.1%	1.36%	+0.12
ICE Intercontinental Exchange Inc.	Add +5.7%	0.74%	+0.11
ELV Elevance Health Inc.	Add +0.8%	0.83%	+0.10
UBER Uber Technologies Inc.	Add +29.6%	0.29%	+0.09
NSRGY Nestle SA-Spons ADR	Add +1.6%	0.53%	+0.09
SHV iShares 0-1 Year Treasury Bo	Add +62.5%	0.24%	+0.09
CB Chubb Ltd.	Add +1.1%	1.61%	+0.08
MKTX Marketaxess Holdings Inc.	New	0.08%	+0.08
KR Kroger Co.	Add +5.3%	0.73%	+0.07
ROL Rollins Inc.	Add +0.9%	0.62%	+0.07
TFC Truist Financial Corp.	New	0.05%	+0.05
NVS Novartis AG-Sponsored ADR	Add +3.6%	0.45%	+0.05
SIEGY Siemens AG-Spons ADR	New	0.05%	+0.05
AXS Axis Capital Holdings Ltd.	Add +0.1%	0.61%	+0.05
SBUX Starbucks Corp.	Add +1.4%	1.05%	+0.04
KMI Kinder Morgan Inc.	Add +4.9%	0.98%	+0.04
FANG Diamondback Energy Inc.	Add +12.7%	0.83%	+0.04
KMB Kimberly-Clark Corp.	Add +0.7%	0.83%	+0.04
BMY Bristol-Myers Squibb Co.	Add +0.7%	0.94%	+0.03
SO The Southern Co.	Add +0.1%	0.44%	+0.03
XLV SS Health Care Select Sector	Add +0.4%	0.94%	+0.02
O Realty Income Corp.	Add +1.5%	0.29%	+0.01
BDX Becton Dickinson and Co.	Add +5.2%	0.90%	+0.01
RGLD Royal Gold Inc.	Add +0.2%	0.06%	+0.01
DE Deere & Co.	Add +0.5%	0.13%	+0.01
YUM Yum! Brands Inc.	Add +0.2%	0.07%	+0.01
CCI Crown Castle Inc.	Add +1.0%	0.07%	+0.01
KVUE Kenvue Inc.	Add +0.7%	0.05%	+0.00
DVY iShares Select Dividend ETF	Add +7.5%	0.08%	+0.00
UNH Unitedhealth Group Inc.	Add +4.0%	0.13%	+0.00
GANX Gain Therapeutics Inc.	Add +12.5%	0.01%	−0.00
GD General Dynamics Corp.	Add +0.8%	0.41%	−0.00
SHY iShares 1-3 Year Treasury Bo	Add +3.0%	0.26%	−0.00
HSY The Hershey Co.	Add +3.5%	1.15%	−0.00
GPC Genuine Parts Co.	Add +0.4%	0.27%	−0.01
IWD iShares Russell 1000 Value E	Add +0.4%	0.41%	−0.01
STZ Constellation Brands Inc. Class A	Add +21.5%	0.32%	−0.01
BAC Bank of America Corp.	Add +0.9%	0.15%	−0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	142	$514.7M	AAPL, CSCO, GLW, MO, JNJ
Q1 2026	133	$480.5M	AAPL, JNJ, MO, BIL, CSCO
Q4 2025	134	$474.5M	AAPL, MSFT, BIL, CSCO, JNJ
Q3 2025	129	$461.3M	AAPL, MSFT, MO, BIL, CSCO
Q2 2025	125	$441.4M	AAPL, MSFT, BIL, MO, PM
Q1 2025	127	$431.4M	AAPL, MSFT, MO, BIL, PM
Q4 2024	123	$412.0M	AAPL, MSFT, MO, CSCO, JNJ
Q3 2024	126	$423.3M	AAPL, MSFT, MO, AMGN, JNJ
Q2 2024	126	$394.2M	AAPL, MSFT, AMGN, MO, JNJ
Q1 2024	126	$394.1M	AAPL, MSFT, JNJ, MO, AMGN