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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, DFAE, AAPL, VTES, and represent 26.23% of Bedel Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: VTES (+$14M), DFAE, VTI, VCSH, VTEB, VEU, GLD, IEI, VWO, IBHF.
Started 17 new stock positions in IYH, USMV, LITE, VOT, SHYM, PUSH, UL, SLV, SCZ, IEI. WAT, FNDX, LNC, PRU, MCK, AstraZeneca, EXC.
Reduced shares in these 10 stocks: IBHE, PFFV, ORLY, GOOG, AAPL, , Unilever, LKFN, DD, CLX.
Sold out of its positions in ADBE, AXON, CLX, COO, DD, IRM, IBHE, KE, LKFN, TTD. Unilever, WSO, LYB.
Bedel Financial Consulting was a net buyer of stock by $34M.
Bedel Financial Consulting has $581M in assets under management (AUM), dropping by 5.75%.
Central Index Key (CIK): 0001730511

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Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 289 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	9.6	$56M		1.5M	38.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	6.0	$35M	+4%	692k	50.29	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.1	$24M	+16%	739k	32.57	View chart
Apple (AAPL)	3.6	$21M	-2%	78k	271.86	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	2.9	$17M	+628%	165k	101.58	View chart
Microsoft Corporation (MSFT)	2.8	$16M		34k	483.62	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.6	$15M	+5%	160k	93.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.4	$14M		122k	113.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$13M		19k	681.93	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	2.2	$13M	+2%	159k	79.84	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.2	$13M		282k	44.47	View chart
JPMorgan Chase & Co. (JPM)	1.8	$10M		32k	322.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$9.4M		19k	502.65	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.6	$9.3M		237k	39.12	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.6	$9.2M	+9%	228k	40.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$7.7M		11k	684.93	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	1.2	$7.2M		74k	96.12	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	1.2	$7.1M	+5%	86k	82.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$6.6M		21k	313.00	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	1.1	$6.3M	+4%	83k	75.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.1	$6.2M	+42%	78k	79.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$5.8M	+67%	17k	335.26	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.9	$5.3M		7.00	754800.00	View chart
Ishares Tr International Sl (ISCF)	0.9	$5.0M		121k	41.48	View chart
NVIDIA Corporation (NVDA)	0.8	$4.7M		25k	186.50	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$4.7M	-2%	78k	60.17	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$4.7M	-10%	15k	313.80	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.8	$4.4M	+6%	54k	82.73	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$4.4M		87k	49.90	View chart
Global X Fds Rate Preferred (PFFV)	0.7	$4.2M	-13%	188k	22.22	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$4.0M	+10%	67k	59.54	View chart
Eli Lilly & Co. Put Option (LLY)	0.7	$4.0M		345k	11.46	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$3.9M	+9%	40k	96.27	View chart
Cummins (CMI)	0.6	$3.6M		7.1k	510.45	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$3.5M	-7%	18k	198.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$3.3M	+55%	8.4k	396.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$3.2M	+23%	5.1k	627.09	View chart
Amazon (AMZN)	0.6	$3.2M	-2%	14k	230.83	View chart
Oracle Corporation (ORCL)	0.5	$3.0M	-3%	15k	194.91	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.5	$3.0M	+16%	61k	49.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$3.0M		12k	246.16	View chart
Exxon Mobil Corporation (XOM)	0.5	$2.9M	+7%	24k	120.34	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.5	$2.8M		25k	114.52	View chart
Wal-Mart Stores (WMT)	0.5	$2.8M	-2%	25k	111.41	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.5	$2.8M		82k	33.51	View chart
Johnson & Johnson (JNJ)	0.5	$2.8M	-6%	13k	206.95	View chart
Abbvie (ABBV)	0.5	$2.7M	-6%	12k	228.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.6M		27k	96.03	View chart
Applied Materials (AMAT)	0.4	$2.4M		9.2k	256.99	View chart
Cisco Systems (CSCO)	0.4	$2.3M	-2%	30k	77.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$2.2M		4.5k	487.86	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.4	$2.2M	-4%	59k	36.83	View chart
McDonald's Corporation (MCD)	0.4	$2.2M	+4%	7.1k	305.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$2.2M	-3%	33k	66.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$2.1M	+4%	4.5k	473.33	View chart
Meta Platforms Cl A (META)	0.3	$2.0M		3.1k	660.08	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.3	$2.0M		16k	125.98	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$2.0M		29k	67.13	View chart
Home Depot (HD)	0.3	$1.9M		5.5k	344.07	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.3	$1.9M	+21%	51k	36.63	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.8M		3.2k	566.36	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$1.8M	+9%	39k	46.86	View chart
Pepsi (PEP)	0.3	$1.8M		13k	143.52	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.3	$1.8M	+105%	77k	23.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$1.8M	+278%	24k	73.56	View chart
Procter & Gamble Company (PG)	0.3	$1.7M		12k	143.31	View chart
Coca-Cola Company (KO)	0.3	$1.7M	+6%	25k	69.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.3	$1.7M		39k	43.92	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$1.7M		38k	44.37	View chart
American Express Company (AXP)	0.3	$1.7M	+2%	4.5k	369.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.6M	+141%	30k	53.76	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.6M		9.0k	177.75	View chart
Walt Disney Company (DIS)	0.3	$1.6M		14k	113.77	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.3	$1.6M		32k	49.86	View chart
Tesla Motors (TSLA)	0.3	$1.6M		3.5k	449.67	View chart
Simon Property (SPG)	0.3	$1.5M		7.9k	185.11	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.3	$1.5M		10k	141.05	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.2	$1.4M		36k	39.04	View chart
Lowe's Companies (LOW)	0.2	$1.4M		5.8k	241.17	View chart
Boston Scientific Corporation (BSX)	0.2	$1.4M		15k	95.35	View chart
Chevron Corporation (CVX)	0.2	$1.3M		8.8k	152.42	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$1.3M		77k	17.35	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$1.3M		4.9k	269.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.3M		28k	46.43	View chart
Honeywell International (HON)	0.2	$1.3M		6.5k	195.09	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.2M	-7%	12k	100.34	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$1.2M		19k	66.43	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$1.2M	-5%	16k	75.44	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.2M		18k	69.67	View chart
Automatic Data Processing (ADP)	0.2	$1.2M		4.7k	257.22	View chart
Raytheon Technologies Corp (RTX)	0.2	$1.2M	+3%	6.4k	183.40	View chart
Broadcom (AVGO)	0.2	$1.1M	-4%	3.3k	346.11	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$1.1M		15k	76.23	View chart
Caterpillar (CAT)	0.2	$1.1M		2.0k	572.86	View chart
Visa Com Cl A (V)	0.2	$1.1M		3.1k	350.75	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$1.1M	+5%	4.3k	257.97	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M	+9%	5.2k	210.32	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.1M		5.7k	190.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M	+48%	1.4k	753.77	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$1.1M	NEW	9.1k	119.35	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.1M	+340%	9.4k	113.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$1.0M		24k	43.72	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.0M		7.4k	136.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.2	$989k	+4%	24k	41.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$962k		21k	47.02	View chart
International Business Machines (IBM)	0.2	$948k		3.2k	296.23	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$940k		36k	26.23	View chart
Anthem (ELV)	0.2	$939k	+18%	2.7k	350.52	View chart
Costco Wholesale Corporation (COST)	0.2	$939k	-8%	1.1k	862.61	View chart
Philip Morris International (PM)	0.2	$924k	+2%	5.8k	160.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$907k	+62%	33k	27.43	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$903k		5.4k	167.94	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$898k	+6%	2.8k	323.01	View chart
Nextera Energy (NEE)	0.2	$898k	-4%	11k	80.28	View chart
Bank of America Corporation (BAC)	0.2	$891k	+16%	16k	55.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$887k	+7%	4.9k	181.22	View chart
Intel Corporation (INTC)	0.2	$885k	-16%	24k	36.90	View chart
ExlService Holdings (EXLS)	0.2	$879k	-5%	21k	42.44	View chart
General Dynamics Corporation (GD)	0.1	$844k	+5%	2.5k	336.71	View chart
Pfizer (PFE)	0.1	$835k	-4%	34k	24.90	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$830k		9.4k	88.49	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$829k	NEW	11k	77.53	View chart
Wells Fargo & Company (WFC)	0.1	$814k	+3%	8.7k	93.20	View chart
O'reilly Automotive (ORLY)	0.1	$795k	-41%	8.7k	91.21	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$789k	-2%	29k	26.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$764k	+25%	2.6k	290.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$763k		11k	71.42	View chart
Illinois Tool Works (ITW)	0.1	$747k	+4%	3.0k	246.31	View chart
Merck & Co (MRK)	0.1	$729k		6.9k	105.26	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$722k		18k	40.72	View chart
Cintas Corporation (CTAS)	0.1	$717k		3.8k	188.07	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$716k	+13%	3.7k	191.54	View chart
Us Bancorp Del Com New (USB)	0.1	$711k		13k	53.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$709k	-10%	11k	62.47	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$707k		3.3k	211.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$703k		19k	38.00	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$692k		2.3k	303.90	View chart
First Financial Ban (FFBC)	0.1	$686k		27k	25.02	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$685k		4.9k	141.15	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$678k		13k	52.41	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$665k		13k	50.43	View chart
Advanced Micro Devices (AMD)	0.1	$660k	-3%	3.1k	214.16	View chart
Novartis Sponsored Adr (NVS)	0.1	$647k		4.7k	137.88	View chart
CSX Corporation (CSX)	0.1	$643k		18k	36.25	View chart
Morgan Stanley Com New (MS)	0.1	$594k	+7%	3.3k	177.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$594k	-11%	2.7k	219.75	View chart
Stryker Corporation (SYK)	0.1	$592k		1.7k	351.56	View chart
Qualcomm (QCOM)	0.1	$590k		3.5k	171.03	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$588k		8.8k	66.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$574k		15k	39.59	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$574k		15k	39.33	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$559k		11k	53.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$552k		10k	54.77	View chart
Altria (MO)	0.1	$551k		9.6k	57.66	View chart
TJX Companies (TJX)	0.1	$545k		3.5k	153.63	View chart
Duke Energy Corp Com New (DUK)	0.1	$542k	+32%	4.6k	117.20	View chart
Amgen (AMGN)	0.1	$526k		1.6k	327.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$518k		907.00	571.05	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.1	$517k		14k	35.81	View chart
Ball Corporation (BALL)	0.1	$509k		9.6k	52.97	View chart
Eaton Corp SHS (ETN)	0.1	$508k	+5%	1.6k	318.42	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$507k	-9%	3.2k	160.97	View chart
Ge Aerospace Com New (GE)	0.1	$491k		1.6k	308.06	View chart
3M Company (MMM)	0.1	$488k	-10%	3.0k	160.10	View chart
Capital One Financial (COF)	0.1	$487k		2.0k	242.39	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$486k		3.4k	141.16	View chart
Danaher Corporation (DHR)	0.1	$482k		2.1k	228.95	View chart
Kroger (KR)	0.1	$480k	+18%	7.7k	62.48	View chart
Union Pacific Corporation (UNP)	0.1	$480k	+6%	2.1k	231.28	View chart
At&t (T)	0.1	$467k	+15%	19k	24.84	View chart
Constellation Energy (CEG)	0.1	$458k	+15%	1.3k	353.23	View chart
Kimberly-Clark Corporation (KMB)	0.1	$457k		4.5k	100.89	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$446k		8.2k	54.71	View chart
American Electric Power Company (AEP)	0.1	$446k		3.9k	115.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$433k		705.00	614.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$431k		15k	28.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$426k		3.5k	120.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$423k		5.6k	75.05	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$423k		11k	38.75	View chart
Starbucks Corporation (SBUX)	0.1	$419k	-24%	5.0k	84.22	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$415k		687.00	603.28	View chart
New Jersey Resources Corporation (NJR)	0.1	$412k		8.9k	46.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$408k		4.0k	102.54	View chart
Pgim Etf Tr Ultra Short Muni (PUSH)	0.1	$403k	NEW	8.0k	50.40	View chart
Intercontinental Exchange (ICE)	0.1	$400k		2.5k	161.96	View chart
Netflix (NFLX)	0.1	$398k	+796%	4.2k	93.76	View chart
Southern Company (SO)	0.1	$396k	+11%	4.5k	87.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$382k	-6%	8.5k	44.94	View chart
ConocoPhillips (COP)	0.1	$380k	+12%	4.1k	93.61	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$380k		4.5k	83.76	View chart
Unilever Spon Adr New (UL)	0.1	$377k	NEW	5.8k	65.40	View chart
FirstEnergy (FE)	0.1	$377k		8.4k	44.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$373k		8.6k	43.26	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.1	$371k	NEW	17k	22.22	View chart
GSK Sponsored Adr (GSK)	0.1	$371k		7.6k	49.04	View chart
UnitedHealth (UNH)	0.1	$363k	-3%	1.1k	330.20	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$361k	+11%	1.3k	268.30	View chart
Blackrock (BLK)	0.1	$358k	+9%	334.00	1070.76	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$356k		4.6k	77.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$353k		6.4k	55.05	View chart
Steel Dynamics (STLD)	0.1	$347k	-4%	2.0k	169.45	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$347k	NEW	13k	27.21	View chart
Boeing Company (BA)	0.1	$347k	+29%	1.6k	217.18	View chart
Cardinal Health (CAH)	0.1	$346k		1.7k	205.50	View chart
Goldman Sachs (GS)	0.1	$345k		392.00	879.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$342k		917.00	373.44	View chart
Emerson Electric (EMR)	0.1	$341k		2.6k	132.74	View chart
W.W. Grainger (GWW)	0.1	$339k		336.00	1009.05	View chart
salesforce (CRM)	0.1	$333k	-7%	1.3k	264.91	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$327k		3.7k	88.70	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$325k	-3%	4.7k	69.42	View chart
Oneok (OKE)	0.1	$323k		4.4k	73.49	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$322k	NEW	3.4k	94.15	View chart
FedEx Corporation (FDX)	0.1	$317k	-6%	1.1k	288.83	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.1	$315k	-15%	8.5k	37.13	View chart
Thor Industries (THO)	0.1	$314k		3.1k	102.67	View chart
Bristol Myers Squibb (BMY)	0.1	$312k		5.8k	53.94	View chart
Allstate Corporation (ALL)	0.1	$312k		1.5k	208.20	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$308k		3.8k	81.17	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$302k		2.1k	141.06	View chart
Verizon Communications (VZ)	0.1	$297k	+4%	7.3k	40.73	View chart
Abbott Laboratories (ABT)	0.1	$297k	+14%	2.4k	125.29	View chart
Deere & Company (DE)	0.1	$295k		634.00	465.49	View chart
Ishares Msci Gbl Gold Mn (RING)	0.1	$292k		4.0k	73.63	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.1	$291k		9.2k	31.66	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$289k		2.9k	100.38	View chart
Citigroup Com New (C)	0.0	$287k	+15%	2.5k	116.71	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$287k		2.0k	143.32	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$286k	-11%	6.6k	43.25	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$284k	NEW	4.4k	64.42	View chart
Chubb (CB)	0.0	$277k	+14%	888.00	312.12	View chart
Prologis (PLD)	0.0	$277k	+18%	2.2k	127.66	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$274k	-11%	17k	16.49	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.0	$274k	+31%	12k	22.67	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$273k		2.8k	95.95	View chart
Corteva (CTVA)	0.0	$260k	+4%	3.9k	67.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$260k		2.5k	102.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$256k		5.9k	43.38	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$251k	-7%	9.7k	25.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$250k		2.3k	109.89	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$249k	+100%	1.7k	143.97	View chart
Materion Corporation (MTRN)	0.0	$249k		2.0k	124.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$248k		3.6k	69.47	View chart
Metropcs Communications (TMUS)	0.0	$245k		1.2k	203.01	View chart
Timothy Plan Intl Etf (TPIF)	0.0	$244k		7.0k	34.68	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$244k		2.8k	85.78	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$244k		4.9k	49.86	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$243k		2.9k	83.62	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$243k		4.5k	53.82	View chart
ResMed (RMD)	0.0	$241k	-52%	1.0k	240.87	View chart
Ge Vernova (GEV)	0.0	$240k	+9%	367.00	653.57	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$239k		6.6k	36.48	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$237k	+12%	1.5k	155.12	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$234k		2.8k	84.64	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$233k	+100%	1.9k	119.42	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$232k	+5%	9.6k	24.20	View chart
NiSource (NI)	0.0	$231k		5.5k	41.76	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$231k		5.1k	45.13	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$228k		3.1k	73.34	View chart
Waters Corporation (WAT)	0.0	$228k	NEW	600.00	379.83	View chart
D-wave Quantum (QBTS)	0.0	$227k		8.7k	26.15	View chart
McKesson Corporation (MCK)	0.0	$227k	NEW	277.00	820.29	View chart
Strategy Eventide High Di (ELCV)	0.0	$227k		8.5k	26.54	View chart
Evergy (EVRG)	0.0	$223k		3.1k	72.50	View chart
Astrazeneca Sponsored Adr	0.0	$221k	NEW	2.4k	91.93	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$220k		3.5k	62.15	View chart
Horizon Ban (HBNC)	0.0	$219k		13k	16.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$218k		1.1k	199.68	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$217k	NEW	779.00	279.03	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$217k	NEW	3.3k	65.10	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.0	$216k		5.7k	38.03	View chart
Prudential Financial (PRU)	0.0	$215k	NEW	1.9k	112.88	View chart
Welltower Inc Com reit (WELL)	0.0	$214k		1.2k	185.61	View chart
Nike CL B (NKE)	0.0	$213k	-52%	3.3k	63.71	View chart
Exelon Corporation (EXC)	0.0	$213k	NEW	4.9k	43.59	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$210k		6.2k	33.79	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.0	$209k		5.7k	36.57	View chart
Enbridge (ENB)	0.0	$209k		4.4k	47.83	View chart
Medtronic SHS (MDT)	0.0	$208k	-3%	2.2k	96.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$205k		424.00	483.92	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$204k		436.00	468.76	View chart
Lincoln National Corporation (LNC)	0.0	$204k	NEW	4.6k	44.53	View chart
ConAgra Foods (CAG)	0.0	$203k		12k	17.31	View chart
Lumentum Hldgs (LITE)	0.0	$202k	NEW	547.00	368.59	View chart
Tractor Supply Company (TSCO)	0.0	$200k		4.0k	50.01	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$63k		12k	5.27	View chart
Relmada Therapeutics (RLMD)	0.0	$48k		10k	4.83	View chart
Ocuphire Pharma (IRD)	0.0	$30k		15k	2.01	View chart
Inotiv (NOTV)	0.0	$8.4k	+8%	15k	0.56	View chart

Past Filings by Bedel Financial Consulting

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

Bedel Financial Consulting 2025 Q4 filed Jan. 28, 2026
Bedel Financial Consulting 2025 Q3 filed Nov. 7, 2025
Bedel Financial Consulting 2025 Q2 filed Aug. 12, 2025
Bedel Financial Consulting 2025 Q1 filed May 7, 2025
Bedel Financial Consulting 2024 Q4 filed Feb. 6, 2025
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

View all past filings

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