$360 Million is the total value of BENEDICT FINANCIAL ADVISORS INC's 130 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | $749,000 | +49.8% | 937 | 0.0% | 0.21% | +44.4% | |
| SHOP | SHOPIFY INC CL A | $545,000 | +32.0% | 373 | 0.0% | 0.15% | +26.9% | |
| BOND | PIMCO ACTIVE BOND ETFetf | $342,000 | +1.5% | 3,080 | 0.0% | 0.10% | -2.1% | |
| HUBS | HUBSPOT INC | $300,000 | +28.2% | 515 | 0.0% | 0.08% | +22.1% | |
| DE | DEERE & CO | $267,000 | -6.0% | 758 | 0.0% | 0.07% | -9.8% | |
| TIP | ISHARES TIPS BOND ETFetf | $215,000 | +1.9% | 1,682 | 0.0% | 0.06% | -1.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q3 2023 | 5.9% |
| APPLE INC | 36 | Q3 2023 | 6.0% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 3.8% |
| ALTRIA GROUP INC | 36 | Q3 2023 | 3.4% |
| CISCO SYSTEMS INC | 36 | Q3 2023 | 3.3% |
| INTEL CORP | 36 | Q3 2023 | 3.5% |
| MEDTRONIC PLC | 36 | Q3 2023 | 3.1% |
| MCDONALDS CORP | 36 | Q3 2023 | 2.7% |
| AMGEN INC | 36 | Q3 2023 | 2.7% |
| PHILIP MORRIS INTL INC | 36 | Q3 2023 | 3.0% |
View BENEDICT FINANCIAL ADVISORS INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-03 |
| 13F-HR | 2022-02-09 |
View BENEDICT FINANCIAL ADVISORS INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.