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Bedel Financial Consulting

Latest statistics and disclosures from Bedel Financial Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAI, VTEB, AAPL, DFAE, MSFT, and represent 28.35% of Bedel Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: DFAI, IJUL, SPY, IJR, CTAS, FBTC, AVGO, PJUL, MSFT, IMCG.
Started 12 new stock positions in VEA, WAT, IJR, ENB, UPS, TPHE, FBTC, LMT, IHI, CB. NOTV, IBHE.
Reduced shares in these 10 stocks: BAPR, BOCT, AAPL, EFG, XOM, PFFV, CMI, , AMZN, WFC.
Sold out of its positions in BOCT, BAPR, NZF, SIRI.
Bedel Financial Consulting was a net buyer of stock by $12M.
Bedel Financial Consulting has $421M in assets under management (AUM), dropping by 8.78%.
Central Index Key (CIK): 0001730511

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Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 258 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	9.3	$39M	+5%	1.2M	31.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	7.6	$32M		622k	51.12	View chart
Apple (AAPL)	4.5	$19M		80k	233.00	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.6	$15M		551k	27.41	View chart
Microsoft Corporation (MSFT)	3.5	$15M	+2%	34k	430.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.0	$13M	-2%	119k	107.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$10M	+7%	18k	573.76	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.2	$9.5M		272k	34.79	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	2.1	$8.7M		241k	35.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.0	$8.5M		18k	460.26	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	2.0	$8.4M		203k	41.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$7.1M	+3%	12k	576.82	View chart
JPMorgan Chase & Co. (JPM)	1.6	$6.6M		31k	210.86	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$6.4M	+6%	88k	72.97	View chart
Global X Fds Rate Preferred (PFFV)	1.3	$5.6M	-4%	232k	24.05	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	1.2	$5.1M	+6%	67k	76.64	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	1.0	$4.3M		61k	69.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$4.2M	+4%	53k	79.42	View chart
Ishares Tr International Sl (ISCF)	0.9	$3.9M	+5%	112k	35.25	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.9	$3.8M	+4%	51k	74.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.9	$3.6M	+5%	63k	57.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$3.4M		19k	179.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.4M	+6%	20k	165.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$3.4M	+3%	12k	283.16	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$3.0M		80k	38.08	View chart
NVIDIA Corporation (NVDA)	0.7	$2.9M	-2%	24k	121.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.8M	+6%	17k	167.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.6	$2.7M	+4%	12k	220.89	View chart
Oracle Corporation (ORCL)	0.6	$2.7M	+6%	16k	170.40	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.7M	-8%	23k	117.22	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$2.6M		29k	88.14	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.6	$2.4M	+533%	83k	29.41	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.6	$2.4M	+7%	52k	46.52	View chart
Abbvie (ABBV)	0.6	$2.4M		12k	197.48	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.6	$2.4M	+3%	49k	49.04	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.6	$2.4M	+18%	32k	76.02	View chart
Amazon (AMZN)	0.6	$2.4M	-5%	13k	186.33	View chart
Johnson & Johnson (JNJ)	0.5	$2.3M		14k	162.05	View chart
Home Depot (HD)	0.5	$2.2M	+3%	5.4k	405.23	View chart
Wal-Mart Stores (WMT)	0.5	$2.2M	+3%	27k	80.75	View chart
Cummins (CMI)	0.5	$2.1M	-6%	6.6k	323.81	View chart
Pepsi (PEP)	0.5	$2.1M	+3%	13k	170.04	View chart
Procter & Gamble Company (PG)	0.5	$2.1M	+6%	12k	173.20	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.5	$2.1M		23k	91.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$2.1M	+5%	33k	62.32	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.5	$2.0M		17k	117.15	View chart
Applied Materials (AMAT)	0.5	$1.9M		9.4k	202.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$1.8M	+5%	22k	83.63	View chart
Tidal Etf Tr Gotham Enhncd (GSPY)	0.4	$1.8M		57k	31.57	View chart
McDonald's Corporation (MCD)	0.4	$1.8M	+8%	5.8k	304.53	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.8M		4.6k	383.91	View chart
Intuitive Surgical Com New (ISRG)	0.4	$1.7M		3.4k	491.27	View chart
Coca-Cola Company (KO)	0.4	$1.7M		23k	71.86	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.4	$1.7M	+6%	29k	57.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6M		4.4k	375.38	View chart
Cisco Systems (CSCO)	0.4	$1.6M	-2%	31k	53.22	View chart
Meta Platforms Cl A (META)	0.4	$1.6M		2.8k	572.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.6M		3.0k	527.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.4	$1.6M		40k	38.95	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.4	$1.6M	+5%	28k	55.63	View chart
Lowe's Companies (LOW)	0.4	$1.5M	+7%	5.5k	270.84	View chart
Walt Disney Company (DIS)	0.4	$1.5M	-2%	16k	96.19	View chart
Tesla Motors (TSLA)	0.3	$1.4M		5.5k	261.64	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$1.4M		11k	132.25	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.3M	+2%	21k	64.74	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$1.3M	+4%	29k	45.51	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.3	$1.3M		38k	34.81	View chart
Simon Property (SPG)	0.3	$1.3M		7.6k	169.02	View chart
Automatic Data Processing (ADP)	0.3	$1.3M	-4%	4.6k	276.74	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$1.3M	+4%	41k	31.58	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.3M		13k	100.69	View chart
Honeywell International (HON)	0.3	$1.3M	-5%	6.1k	206.70	View chart
Chevron Corporation (CVX)	0.3	$1.3M	+2%	8.5k	147.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.2M	+56%	30k	40.48	View chart
American Express Company (AXP)	0.3	$1.2M		4.3k	271.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$1.1M		17k	64.86	View chart
O'reilly Automotive (ORLY)	0.3	$1.1M		970.00	1151.60	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$1.1M	+6%	28k	39.64	View chart
Danaher Corporation (DHR)	0.3	$1.1M		3.9k	278.05	View chart
Boston Scientific Corporation (BSX)	0.3	$1.1M		13k	83.80	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.0M		4.9k	211.83	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$1.0M		70k	14.70	View chart
Nextera Energy (NEE)	0.2	$991k	+6%	12k	84.53	View chart
Illinois Tool Works (ITW)	0.2	$987k		3.8k	262.09	View chart
Costco Wholesale Corporation (COST)	0.2	$974k	-4%	1.1k	886.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$957k		25k	38.53	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$945k	+14%	16k	61.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$903k	+9%	3.7k	243.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$898k		22k	41.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$894k	+3%	9.2k	97.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$863k	-5%	4.9k	174.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$858k		23k	36.92	View chart
Pfizer (PFE)	0.2	$854k	+5%	30k	28.94	View chart
ExlService Holdings (EXLS)	0.2	$838k		22k	38.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$825k		4.3k	189.78	View chart
Visa Com Cl A (V)	0.2	$813k	+15%	3.0k	274.98	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$805k	-9%	6.9k	117.29	View chart
Intel Corporation (INTC)	0.2	$795k	+2%	34k	23.46	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$790k		12k	66.52	View chart
Cintas Corporation (CTAS)	0.2	$785k	+300%	3.8k	205.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$766k		11k	71.73	View chart
Caterpillar (CAT)	0.2	$737k		1.9k	391.11	View chart
Adobe Systems Incorporated (ADBE)	0.2	$735k		1.4k	517.60	View chart
Merck & Co (MRK)	0.2	$734k	-7%	6.5k	113.57	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$726k		4.4k	166.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$721k		2.5k	284.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$712k		5.4k	131.91	View chart
International Business Machines (IBM)	0.2	$704k		3.2k	221.08	View chart
First Financial Ban (FFBC)	0.2	$692k		27k	25.23	View chart
Eli Lilly & Co. Put Option (LLY)	0.2	$691k		341k	2.03	View chart
Philip Morris International (PM)	0.2	$690k	+3%	5.7k	121.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$675k		13k	52.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$672k	NEW	5.7k	116.95	View chart
Kimberly-Clark Corporation (KMB)	0.2	$671k	-4%	4.7k	142.28	View chart
Raytheon Technologies Corp (RTX)	0.2	$668k	+5%	5.5k	121.16	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$667k		9.8k	67.85	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.2	$666k		13k	50.50	View chart
General Dynamics Corporation (GD)	0.2	$663k		2.2k	302.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.2	$661k		18k	36.04	View chart
Anthem (ELV)	0.2	$656k	-4%	1.3k	520.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$655k	+14%	4.9k	135.08	View chart
Ball Corporation (BALL)	0.2	$654k		9.6k	67.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$643k	+5%	2.7k	237.24	View chart
Starbucks Corporation (SBUX)	0.2	$642k	-8%	6.6k	97.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$631k		3.1k	200.75	View chart
Nike CL B (NKE)	0.1	$624k		7.1k	88.40	View chart
UnitedHealth (UNH)	0.1	$623k	-3%	1.1k	584.68	View chart
Stryker Corporation (SYK)	0.1	$618k		1.7k	361.35	View chart
CSX Corporation (CSX)	0.1	$612k		18k	34.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$593k	+38%	7.0k	84.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$590k		12k	47.85	View chart
Us Bancorp Del Com New (USB)	0.1	$578k		13k	45.73	View chart
Qualcomm (QCOM)	0.1	$563k		3.3k	170.06	View chart
Altria (MO)	0.1	$556k	+16%	11k	51.04	View chart
Broadcom (AVGO)	0.1	$544k	+846%	3.2k	172.49	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$533k	NEW	9.6k	55.53	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$515k		8.8k	58.32	View chart
ResMed (RMD)	0.1	$513k		2.1k	244.12	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$511k		15k	35.24	View chart
Novartis Sponsored Adr (NVS)	0.1	$511k		4.4k	115.03	View chart
Bank of America Corporation (BAC)	0.1	$510k		13k	39.68	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$507k		15k	34.74	View chart
Dupont De Nemours (DD)	0.1	$507k		5.7k	89.11	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$485k		827.00	586.87	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$485k	-2%	17k	29.06	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$481k		3.4k	139.49	View chart
3M Company (MMM)	0.1	$479k	-5%	3.5k	136.69	View chart
Eaton Corp SHS (ETN)	0.1	$479k		1.4k	331.47	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.1	$477k	+3%	14k	33.01	View chart
Mastercard Incorporated Cl A (MA)	0.1	$473k	-9%	957.00	493.93	View chart
Amgen (AMGN)	0.1	$468k		1.5k	322.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$461k		4.0k	115.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$452k		2.3k	198.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$449k		9.9k	45.32	View chart
Union Pacific Corporation (UNP)	0.1	$448k		1.8k	246.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$445k		5.9k	75.11	View chart
Wells Fargo & Company (WFC)	0.1	$442k	-20%	7.8k	56.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$442k		1.2k	353.48	View chart
Cooper Cos (COO)	0.1	$441k		4.0k	110.34	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.1	$441k	+18%	14k	32.72	View chart
Unilever Spon Adr New (UL)	0.1	$422k		6.5k	64.96	View chart
Lakeland Financial Corporation (LKFN)	0.1	$420k		6.5k	65.12	View chart
Oneok (OKE)	0.1	$397k		4.4k	91.13	View chart
American Electric Power Company (AEP)	0.1	$397k	+8%	3.9k	102.60	View chart
New Jersey Resources Corporation (NJR)	0.1	$397k		8.4k	47.20	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$393k		6.2k	63.00	View chart
Clorox Company (CLX)	0.1	$385k		2.4k	162.92	View chart
Intercontinental Exchange (ICE)	0.1	$385k	+26%	2.4k	160.64	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$383k	+12%	1.2k	314.39	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$382k		4.0k	95.49	View chart
Advanced Micro Devices (AMD)	0.1	$381k		2.3k	164.08	View chart
The Trade Desk Com Cl A (TTD)	0.1	$378k		3.4k	109.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$376k		7.3k	51.50	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$374k		657.00	569.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$374k		8.2k	45.86	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$374k	-20%	11k	33.91	View chart
Kroger (KR)	0.1	$372k		6.5k	57.30	View chart
Southern Company (SO)	0.1	$370k	-11%	4.1k	90.17	View chart
TJX Companies (TJX)	0.1	$365k		3.1k	117.54	View chart
At&t (T)	0.1	$363k	+2%	17k	22.00	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$362k		9.5k	38.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$362k		4.3k	83.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$356k		9.1k	39.25	View chart
Hashicorp Com Cl A (HCP)	0.1	$351k		10k	33.86	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$347k	+17%	9.2k	37.86	View chart
W.W. Grainger (GWW)	0.1	$344k		331.00	1038.81	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$344k		7.4k	46.56	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$343k		5.5k	62.69	View chart
ConocoPhillips (COP)	0.1	$339k		3.2k	105.28	View chart
FirstEnergy (FE)	0.1	$338k		7.6k	44.35	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$338k		1.9k	181.99	View chart
Shopify Cl A (SHOP)	0.1	$337k	-11%	4.2k	80.14	View chart
Thor Industries (THO)	0.1	$337k		3.1k	109.89	View chart
salesforce (CRM)	0.1	$333k	-9%	1.2k	273.73	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$332k		4.5k	73.68	View chart
Emerson Electric (EMR)	0.1	$328k		3.0k	109.36	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$327k		3.7k	88.59	View chart
ConAgra Foods (CAG)	0.1	$325k		10k	32.52	View chart
Netflix (NFLX)	0.1	$324k		457.00	709.27	View chart
Verizon Communications (VZ)	0.1	$320k	-2%	7.1k	44.91	View chart
Morgan Stanley Com New (MS)	0.1	$319k		3.1k	104.25	View chart
FedEx Corporation (FDX)	0.1	$318k		1.2k	273.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$318k		1.8k	179.11	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$316k		1.8k	173.64	View chart
GSK Sponsored Adr (GSK)	0.1	$310k		7.6k	40.88	View chart
Dow (DOW)	0.1	$303k		5.6k	54.63	View chart
Bristol Myers Squibb (BMY)	0.1	$285k	+9%	5.5k	51.74	View chart
NiSource (NI)	0.1	$282k		8.2k	34.65	View chart
Iron Mountain (IRM)	0.1	$275k		2.3k	118.85	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$273k		2.8k	95.96	View chart
Constellation Energy (CEG)	0.1	$273k		1.0k	260.02	View chart
Campbell Soup Company (CPB)	0.1	$272k		5.6k	48.92	View chart
Ge Aerospace Com New (GE)	0.1	$271k		1.4k	188.62	View chart
Steel Dynamics (STLD)	0.1	$270k	+4%	2.1k	126.08	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$268k		7.9k	33.86	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$263k	+2%	2.2k	119.70	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$259k		2.7k	95.89	View chart
Allstate Corporation (ALL)	0.1	$258k		1.4k	189.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$256k	+6%	525.00	488.04	View chart
Deere & Company (DE)	0.1	$256k	-4%	613.00	417.32	View chart
Target Corporation (TGT)	0.1	$254k	-10%	1.6k	155.87	View chart
Comcast Corp Cl A (CMCSA)	0.1	$254k	+5%	6.1k	41.77	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$253k	-3%	9.1k	27.70	View chart
Tractor Supply Company (TSCO)	0.1	$250k		860.00	290.77	View chart
Discover Financial Services (DFS)	0.1	$249k		1.8k	140.31	View chart
Metropcs Communications (TMUS)	0.1	$247k		1.2k	206.44	View chart
Watsco, Incorporated (WSO)	0.1	$246k		500.00	491.88	View chart
Prologis (PLD)	0.1	$242k		1.9k	126.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$241k		2.2k	110.49	View chart
Lockheed Martin Corporation (LMT)	0.1	$240k	NEW	411.00	584.84	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$240k		1.9k	125.98	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$239k		4.6k	52.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$238k		6.5k	36.88	View chart
Camping World Hldgs Cl A (CWH)	0.1	$235k	-3%	9.7k	24.22	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$231k		2.9k	78.37	View chart
Prudential Financial (PRU)	0.1	$231k		1.9k	121.07	View chart
Chipotle Mexican Grill (CMG)	0.1	$231k		4.0k	57.62	View chart
Abbott Laboratories (ABT)	0.1	$230k		2.0k	113.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$226k	-8%	5.9k	38.31	View chart
Gentex Corporation (GNTX)	0.1	$226k	-4%	7.6k	29.69	View chart
Materion Corporation (MTRN)	0.1	$224k		2.0k	111.86	View chart
Corteva (CTVA)	0.1	$221k		3.8k	58.79	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$217k		5.3k	40.67	View chart
Chubb (CB)	0.1	$217k	NEW	751.00	288.39	View chart
Valero Energy Corporation (VLO)	0.1	$216k	+4%	1.6k	135.03	View chart
Waters Corporation (WAT)	0.1	$216k	NEW	600.00	359.89	View chart
Enbridge (ENB)	0.1	$211k	NEW	5.2k	40.61	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$209k	NEW	3.5k	59.22	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	0.0	$204k	NEW	8.8k	23.30	View chart
Timothy Plan High Dividend (TPHE)	0.0	$203k	NEW	7.9k	25.68	View chart
United Parcel Service CL B (UPS)	0.0	$202k	NEW	1.5k	136.32	View chart
Horizon Ban (HBNC)	0.0	$201k		13k	15.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$200k	NEW	3.8k	52.81	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$74k		12k	6.18	View chart
Relmada Therapeutics (RLMD)	0.0	$32k		10k	3.24	View chart
Inotiv (NOTV)	0.0	$23k	NEW	14k	1.70	View chart
Lazydays Hldgs (GORV)	0.0	$23k		15k	1.50	View chart
Ocuphire Pharma (OCUP)	0.0	$20k		15k	1.31	View chart

Past Filings by Bedel Financial Consulting

SEC 13F filings are viewable for Bedel Financial Consulting going back to 2017

Bedel Financial Consulting 2024 Q3 filed Nov. 12, 2024
Bedel Financial Consulting 2024 Q2 filed Aug. 5, 2024
Bedel Financial Consulting 2024 Q1 filed May 7, 2024
Bedel Financial Consulting 2023 Q3 filed Feb. 8, 2024
Bedel Financial Consulting 2023 Q4 filed Feb. 8, 2024
Bedel Financial Consulting 2023 Q2 filed Aug. 10, 2023
Bedel Financial Consulting 2023 Q1 filed May 2, 2023
Bedel Financial Consulting 2022 Q4 filed Feb. 7, 2023
Bedel Financial Consulting 2022 Q3 filed Nov. 8, 2022
Bedel Financial Consulting 2022 Q2 filed Aug. 4, 2022
Bedel Financial Consulting 2022 Q1 filed April 19, 2022
Bedel Financial Consulting 2021 Q4 filed Jan. 11, 2022
Bedel Financial Consulting 2021 Q3 filed Oct. 12, 2021
Bedel Financial Consulting 2021 Q2 filed Aug. 3, 2021
Bedel Financial Consulting 2021 Q1 filed April 26, 2021
Bedel Financial Consulting 2020 Q4 filed Feb. 2, 2021

View all past filings

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