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BENEDICT FINANCIAL ADVISORS INC

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ATLANTA GA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Benedict Financial Advisors is based out of Atlanta. Benedict Financial Advisors is a large advisory firm with 330 clients and discretionary assets under management (AUM) of $430,056,651 (Form ADV from 2024-01-29). Their last reported 13F filing for Q4 2023 included $367,012,530 in managed 13F securities and a top 10 holdings concentration of 28.06%. Benedict Financial Advisors's largest holding is Apple Inc with shares held of 107,988. Whalewisdom has at least 37 13F filings

2023-12-31

Top Buys (13F)

Name % Change
QCOM QUALCOMM Inc. 0.33%
TRV Travelers Companies, 0.19%
BA Boeing Company 0.18%
TGT Target Corp. 0.17%
VZ Verizon Communicatio 0.16%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 5.66%
MSFT Microsoft Corp. 4.58%
JNJ Johnson & Johnson Co 2.67%
AMGN Amgen, Inc. 2.59%
CSCO Cisco Systems, Inc. 2.49%

2023-12-31

13F Activity

Market Value $367m, Prior: $346m
New Purchases 6 stocks
Added To 62 stocks
Sold out of 2 stocks
Reduced holdings in 48 stocks
Top 10 Holdings % 28.06%
Turnover %[1] 6.45%
Turnover Alt %[2] 1.5%
Time Held Top 20 16.9 quarters
Time Held Top 10 16.1 quarters
Time Held All 22.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance