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Bedel Financial Consulting

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

Central Index Key (CIK): 0000850553

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Positions held by Bedel Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 235 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Eli Lilly & Co. (LLY)	35.4	$175M	326k	537.13	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.8	$29M	594k	48.10	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.5	$27M	1.0M	26.11	View chart
Apple (AAPL)	2.9	$14M	83k	171.21	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	2.4	$12M	516k	22.57	View chart
Microsoft Corporation (MSFT)	2.3	$11M	36k	315.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.2	$11M	125k	86.30	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	1.9	$9.5M	245k	38.65	View chart
Innovator Etfs Tr Us Eqt Pwr Buf (PAPR)	1.6	$7.7M	251k	30.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$6.7M	16k	427.48	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$6.6M	19k	350.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$6.4M	263k	24.50	View chart
Global X Fds Rate Preferred (PFFV)	1.2	$5.8M	252k	22.96	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.7M	32k	145.02	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.9	$4.5M	80k	57.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$4.3M	10k	429.41	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$3.7M	50k	75.15	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.7	$3.6M	59k	60.59	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.7	$3.6M	63k	56.95	View chart
Ishares Tr International Sl (ISCF)	0.6	$3.2M	107k	29.58	View chart
Exxon Mobil Corporation (XOM)	0.6	$2.9M	24k	117.58	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$2.7M	20k	131.79	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.5	$2.6M	45k	56.36	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$2.5M	78k	32.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.5M	19k	130.86	View chart
Johnson & Johnson (JNJ)	0.5	$2.3M	15k	155.75	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$2.2M	46k	47.97	View chart
Pepsi (PEP)	0.4	$2.2M	13k	169.44	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$2.1M	42k	49.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$2.0M	9.4k	212.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.0M	15k	131.85	View chart
Abbvie (ABBV)	0.4	$1.9M	13k	149.06	View chart
Procter & Gamble Company (PG)	0.4	$1.8M	13k	145.86	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$1.8M	43k	41.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.8M	10k	176.74	View chart
Cisco Systems (CSCO)	0.4	$1.7M	32k	53.76	View chart
Cummins (CMI)	0.3	$1.6M	7.2k	228.45	View chart
Amazon (AMZN)	0.3	$1.6M	13k	127.12	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.6M	6.5k	249.35	View chart
Home Depot (HD)	0.3	$1.6M	5.3k	302.17	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.3	$1.6M	17k	92.10	View chart
Oracle Corporation (ORCL)	0.3	$1.5M	15k	105.92	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M	9.1k	159.92	View chart
Walt Disney Company (DIS)	0.3	$1.4M	18k	81.05	View chart
Innovator Etfs Tr Us Eqty Ultra B (UOCT)	0.3	$1.4M	47k	30.52	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (POCT)	0.3	$1.4M	42k	33.96	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$1.4M	21k	67.39	View chart
Coca-Cola Company (KO)	0.3	$1.4M	25k	55.98	View chart
Chevron Corporation (CVX)	0.3	$1.4M	8.1k	168.62	View chart
McDonald's Corporation (MCD)	0.3	$1.4M	5.2k	263.45	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$1.3M	13k	100.14	View chart
Applied Materials (AMAT)	0.3	$1.3M	9.6k	138.45	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.3M	19k	68.92	View chart
Automatic Data Processing (ADP)	0.3	$1.3M	5.2k	240.59	View chart
Honeywell International (HON)	0.3	$1.2M	6.8k	184.73	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.2M	18k	69.25	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.2M	4.5k	265.97	View chart
Intel Corporation (INTC)	0.2	$1.2M	34k	35.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.2M	4.4k	272.31	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.1M	11k	104.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.1M	2.9k	392.75	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$1.1M	24k	47.01	View chart
Lowe's Companies (LOW)	0.2	$1.1M	5.3k	207.83	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$1.0M	17k	59.73	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.0M	3.5k	292.29	View chart
Tesla Motors (TSLA)	0.2	$992k	4.0k	250.24	View chart
Pfizer (PFE)	0.2	$978k	30k	33.17	View chart
Danaher Corporation (DHR)	0.2	$977k	3.9k	248.12	View chart
Illinois Tool Works (ITW)	0.2	$961k	4.2k	230.31	View chart
NVIDIA Corporation (NVDA)	0.2	$889k	2.0k	434.98	View chart
O'reilly Automotive (ORLY)	0.2	$882k	970.00	908.86	View chart
Simon Property (SPG)	0.2	$868k	8.0k	108.03	View chart
Meta Platforms Cl A (META)	0.2	$859k	2.9k	300.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$807k	15k	53.52	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP)	0.2	$807k	25k	32.40	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN)	0.2	$799k	23k	34.80	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$778k	4.9k	159.61	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PNOV)	0.2	$769k	23k	33.06	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$767k	17k	45.69	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.1	$734k	20k	36.90	View chart
Adobe Systems Incorporated (ADBE)	0.1	$720k	1.4k	509.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$718k	5.2k	137.94	View chart
American Express Company (AXP)	0.1	$712k	4.8k	149.18	View chart
Innovator Etfs Tr Us Eqt Bufr Apr (BAPR)	0.1	$693k	20k	34.97	View chart
Boston Scientific Corporation (BSX)	0.1	$689k	13k	52.80	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$684k	66k	10.40	View chart
Nike CL B (NKE)	0.1	$682k	7.1k	95.62	View chart
Kimberly-Clark Corporation (KMB)	0.1	$671k	5.6k	120.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$670k	11k	58.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$668k	8.8k	75.66	View chart
Tidal Etf Tr Gotham Enhncd (GSPY)	0.1	$664k	28k	23.70	View chart
Nextera Energy (NEE)	0.1	$654k	11k	57.29	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$645k	13k	48.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$638k	13k	50.07	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$637k	24k	27.16	View chart
ExlService Holdings (EXLS)	0.1	$635k	23k	28.04	View chart
Merck & Co (MRK)	0.1	$634k	6.2k	102.95	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UJUL)	0.1	$631k	22k	28.23	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$625k	6.8k	91.35	View chart
Innovator Etfs Tr Laddered Alc Bfr (BUFB)	0.1	$619k	24k	25.49	View chart
Innovator Etfs Tr Us Eqty Buf Oct (BOCT)	0.1	$600k	17k	35.50	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PFEB)	0.1	$598k	20k	30.46	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$591k	11k	52.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$589k	12k	49.85	View chart
Visa Com Cl A (V)	0.1	$586k	2.5k	230.04	View chart
Costco Wholesale Corporation (COST)	0.1	$586k	1.0k	564.73	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$586k	4.3k	135.54	View chart
Starbucks Corporation (SBUX)	0.1	$574k	6.3k	91.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$565k	15k	37.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$564k	3.3k	171.45	View chart
Cintas Corporation (CTAS)	0.1	$556k	1.2k	481.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$555k	11k	50.60	View chart
CSX Corporation (CSX)	0.1	$545k	18k	30.75	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$542k	2.4k	224.15	View chart
First Financial Ban (FFBC)	0.1	$537k	27k	19.60	View chart
Anthem (ELV)	0.1	$534k	1.2k	435.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$520k	3.4k	151.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$520k	5.5k	94.83	View chart
Caterpillar (CAT)	0.1	$515k	1.9k	273.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$509k	11k	47.83	View chart
General Dynamics Corporation (GD)	0.1	$509k	2.3k	220.92	View chart
UnitedHealth (UNH)	0.1	$504k	1.0k	504.19	View chart
Philip Morris International (PM)	0.1	$503k	5.4k	92.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$493k	3.1k	159.47	View chart
International Business Machines (IBM)	0.1	$491k	3.5k	140.28	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$484k	12k	39.21	View chart
Ball Corporation (BALL)	0.1	$478k	9.6k	49.78	View chart
Stryker Corporation (SYK)	0.1	$474k	1.7k	273.34	View chart
ConocoPhillips (COP)	0.1	$458k	3.8k	119.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$458k	4.3k	107.64	View chart
Novartis Sponsored Adr (NVS)	0.1	$453k	4.4k	101.87	View chart
Dupont De Nemours (DD)	0.1	$445k	6.0k	74.60	View chart
Innovator Etfs Tr Buffer Step Up S (BSTP)	0.1	$443k	17k	26.40	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL)	0.1	$441k	13k	33.70	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY)	0.1	$428k	15k	29.52	View chart
Innovator Etfs Tr Us Eqty Ultra B (USEP)	0.1	$427k	15k	29.27	View chart
Duke Energy Corp Com New (DUK)	0.1	$424k	4.8k	88.26	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$413k	8.8k	46.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$411k	2.2k	189.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$405k	1.0k	395.72	View chart
Wells Fargo & Company (WFC)	0.1	$400k	9.8k	40.86	View chart
Altria (MO)	0.1	$396k	9.4k	42.05	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$394k	5.7k	69.78	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.1	$393k	15k	26.29	View chart
Amgen (AMGN)	0.1	$389k	1.4k	268.76	View chart
3M Company (MMM)	0.1	$389k	4.2k	93.63	View chart
Bank of America Corporation (BAC)	0.1	$382k	14k	27.38	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$382k	1.2k	307.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$381k	5.4k	70.76	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$378k	3.4k	109.68	View chart
Us Bancorp Del Com New (USB)	0.1	$378k	11k	33.06	View chart
Union Pacific Corporation (UNP)	0.1	$369k	1.8k	203.60	View chart
Qualcomm (QCOM)	0.1	$368k	3.3k	111.05	View chart
Innovator Etfs Tr Us Eqty Bufr Jan (BJAN)	0.1	$359k	9.8k	36.74	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$358k	2.3k	155.41	View chart
Bristol Myers Squibb (BMY)	0.1	$340k	5.9k	58.04	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.1	$339k	817.00	414.90	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$334k	10k	33.17	View chart
FedEx Corporation (FDX)	0.1	$333k	1.3k	265.02	View chart
Raytheon Technologies Corp (RTX)	0.1	$327k	4.5k	71.97	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PMAR)	0.1	$321k	9.6k	33.49	View chart
Unilever Spon Adr New (UL)	0.1	$321k	6.5k	49.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$319k	6.1k	51.87	View chart
Cooper Cos Com New	0.1	$318k	1.0k	318.01	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$318k	4.2k	75.97	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UJAN)	0.1	$316k	9.7k	32.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$313k	7.6k	41.42	View chart
ResMed (RMD)	0.1	$311k	2.1k	147.87	View chart
Dow (DOW)	0.1	$310k	6.0k	51.56	View chart
Clorox Company (CLX)	0.1	$309k	2.4k	131.04	View chart
Custom Truck One Source Com Cl A (CTOS)	0.1	$307k	50k	6.20	View chart
Lakeland Financial Corporation (LKFN)	0.1	$306k	6.5k	47.46	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$303k	4.4k	69.40	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$300k	657.00	456.64	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.1	$299k	3.2k	94.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$298k	4.0k	74.62	View chart
Eaton Corp SHS (ETN)	0.1	$296k	1.4k	213.28	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.1	$294k	3.1k	93.74	View chart
Southern Company (SO)	0.1	$293k	4.5k	64.71	View chart
Emerson Electric (EMR)	0.1	$291k	3.0k	96.57	View chart
Innovator Etfs Tr Us Eqt Ultra Bf (UMAR)	0.1	$291k	9.7k	29.83	View chart
Kroger (KR)	0.1	$290k	6.5k	44.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$285k	1.2k	234.91	View chart
Morgan Stanley Com New (MS)	0.1	$276k	3.4k	81.67	View chart
Oneok (OKE)	0.1	$275k	4.3k	63.43	View chart
TJX Companies (TJX)	0.1	$274k	3.1k	88.88	View chart
Pinnacle West Capital Corporation (PNW)	0.1	$272k	3.7k	73.68	View chart
Thor Industries (THO)	0.1	$265k	2.8k	95.13	View chart
Verizon Communications (VZ)	0.1	$262k	8.1k	32.41	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$261k	5.3k	49.53	View chart
FirstEnergy (FE)	0.1	$260k	7.6k	34.18	View chart
Gentex Corporation (GNTX)	0.1	$259k	7.9k	32.54	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.1	$256k	8.3k	30.66	View chart
Comcast Corp Cl A (CMCSA)	0.1	$255k	5.7k	44.34	View chart
ConAgra Foods (CAG)	0.1	$251k	9.1k	27.42	View chart
GSK Sponsored Adr (GSK)	0.1	$250k	6.9k	36.25	View chart
American Electric Power Company (AEP)	0.1	$250k	3.3k	75.22	View chart
salesforce (CRM)	0.1	$247k	1.2k	202.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$247k	1.7k	141.65	View chart
Deere & Company (DE)	0.0	$244k	646.00	377.43	View chart
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG)	0.0	$243k	7.8k	31.05	View chart
At&t (T)	0.0	$242k	16k	15.02	View chart
New Jersey Resources Corporation (NJR)	0.0	$240k	5.9k	40.63	View chart
Hashicorp Com Cl A (HCP)	0.0	$237k	10k	22.83	View chart
Advanced Micro Devices (AMD)	0.0	$232k	2.3k	102.82	View chart
The Trade Desk Com Cl A (TTD)	0.0	$229k	2.9k	78.15	View chart
Broadcom (AVGO)	0.0	$229k	275.00	830.82	View chart
W.W. Grainger (GWW)	0.0	$228k	330.00	691.84	View chart
General Electric Com New (GE)	0.0	$228k	2.1k	110.55	View chart
Valero Energy Corporation (VLO)	0.0	$224k	1.6k	141.71	View chart
Prologis (PLD)	0.0	$223k	2.0k	112.19	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$220k	2.1k	103.74	View chart
Prudential Financial (PRU)	0.0	$219k	2.3k	94.88	View chart
Innovator Etfs Tr Us Eqty Pwr Buf (PDEC)	0.0	$219k	6.8k	32.36	View chart
United Parcel Service CL B (UPS)	0.0	$218k	1.4k	155.84	View chart
Cigna Corp (CI)	0.0	$216k	754.00	285.97	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$214k	9.2k	23.19	View chart
Dentsply Sirona (XRAY)	0.0	$214k	6.3k	34.16	View chart
Discover Financial Services (DFS)	0.0	$209k	2.4k	86.64	View chart
Intercontinental Exchange (ICE)	0.0	$208k	1.9k	110.02	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$206k	2.8k	72.31	View chart
Campbell Soup Company (CPB)	0.0	$205k	5.0k	41.08	View chart
Corteva (CTVA)	0.0	$205k	4.0k	51.16	View chart
Materion Corporation (MTRN)	0.0	$204k	2.0k	101.91	View chart
Target Corporation (TGT)	0.0	$204k	1.8k	110.57	View chart
NiSource (NI)	0.0	$201k	8.2k	24.68	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$151k	15k	10.14	View chart
Horizon Ban (HBNC)	0.0	$138k	13k	10.68	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$123k	12k	10.43	View chart
Sirius Xm Holdings (SIRI)	0.0	$73k	16k	4.52	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$71k	12k	5.90	View chart
Ocuphire Pharma (OCUP)	0.0	$50k	15k	3.35	View chart
Trx Gold Corporation (TRX)	0.0	$37k	100k	0.37	View chart
Relmada Therapeutics (RLMD)	0.0	$30k	10k	3.00	View chart
International Tower Hill Mines (THM)	0.0	$9.1k	26k	0.35	View chart

Past Filings by Bedel Financial Consulting

SEC 13F filings are viewable for Bedel Financial Consulting going back to 2023

Bedel Financial Consulting 2023 Q3 filed Nov. 1, 2023

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