Bedel Financial Consulting

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

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Portfolio Holdings for Bedel Financial Consulting

Companies in the Bedel Financial Consulting portfolio as of the March 2021 quarterly 13F filing

Bedel Financial Consulting has 965 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 23.8 $62M 330k 186.82
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 9.5 $25M +129% 492k 50.19
Apple (AAPL) 3.8 $9.7M -4% 80k 122.15
Microsoft Corporation (MSFT) 3.0 $7.7M +5% 33k 235.77
Innovator Etfs Tr S&p 500 Pwr Bu (PAPR) 2.7 $7.0M 256k 27.55
JPMorgan Chase & Co. (JPM) 1.9 $4.8M +4% 32k 152.21
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $4.6M +2% 18k 255.44
Walt Disney Company (DIS) 1.6 $4.1M 22k 184.53
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.2M 8.0k 397.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.9M +11% 7.2k 396.25
Johnson & Johnson (JNJ) 0.9 $2.4M +33% 14k 164.34
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.9M 924.00 2062.77
Pepsi (PEP) 0.7 $1.9M +2% 13k 141.43
Procter & Gamble Company (PG) 0.7 $1.8M +22% 13k 135.43

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Home Depot (HD) 0.7 $1.7M +3% 5.7k 305.21
Intel Corporation (INTC) 0.7 $1.7M +27% 27k 64.02
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.7M +2% 14k 121.76
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.7 $1.7M 18k 93.83
Cummins (CMI) 0.6 $1.7M 6.5k 259.14
Exxon Mobil Corporation (XOM) 0.6 $1.6M +55% 29k 55.83
Cisco Systems (CSCO) 0.6 $1.6M 31k 51.73
Honeywell International (HON) 0.6 $1.6M 7.4k 217.00
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $1.6M +3% 6.0k 260.32
Amazon (AMZN) 0.6 $1.5M +15% 490.00 3093.88
Innovator Etfs Tr S&p 500 Ultra (UOCT) 0.6 $1.4M 53k 27.27
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.4M +37% 654.00 2068.81
Patrick Industries (PATK) 0.5 $1.3M -24% 15k 84.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M 5.8k 206.73
McDonald's Corporation (MCD) 0.4 $1.1M 5.1k 224.09
Wal-Mart Stores (WMT) 0.4 $1.1M +19% 8.1k 135.79
Adobe Systems Incorporated (ADBE) 0.4 $1.1M +1617% 2.3k 475.48
First Tr Exchange-traded Dj Internt Idx (FDN) 0.4 $1.1M 4.9k 218.05
Danaher Corporation (DHR) 0.4 $1.1M 4.7k 225.05
Oracle Corporation (ORCL) 0.4 $1.0M +181% 15k 70.18
Nextera Energy (NEE) 0.4 $1.0M 14k 75.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $1.0M +5% 16k 62.72
Chevron Corporation (CVX) 0.4 $993k 9.5k 104.81
Lowe's Companies (LOW) 0.4 $968k 5.1k 190.21
Abbvie (ABBV) 0.4 $946k +10% 8.7k 108.18
Simon Property (SPG) 0.4 $926k +35% 8.1k 113.77
Coca-Cola Company (KO) 0.4 $917k +38% 17k 52.72
Automatic Data Processing (ADP) 0.4 $913k -2% 4.8k 188.40
Vanguard Index Fds Growth Etf (VUG) 0.3 $897k 3.5k 257.02
Facebook Cl A (FB) 0.3 $895k +3% 3.0k 294.60
Illinois Tool Works (ITW) 0.3 $892k 4.0k 221.56
Intuitive Surgical Com New (ISRG) 0.3 $872k 1.2k 738.98
Ishares Tr Russell 2000 Etf (IWM) 0.3 $860k 3.9k 220.97
Nike CL B (NKE) 0.3 $845k +99% 6.4k 132.82
Ball Corporation (BLL) 0.3 $814k 9.6k 84.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $810k -2% 2.2k 364.54
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $766k +79% 8.3k 91.88
Pfizer (PFE) 0.3 $745k +15% 21k 36.24
O'reilly Automotive (ORLY) 0.3 $737k 1.5k 507.58
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $732k 3.0k 243.11
Kimberly-Clark Corporation (KMB) 0.3 $708k +10% 5.1k 139.07
American Express Company (AXP) 0.3 $700k +3% 4.9k 141.47
3M Company (MMM) 0.3 $699k +25% 3.6k 192.72
ExlService Holdings (EXLS) 0.3 $680k -8% 7.5k 90.21
Vanguard Index Fds Small Cp Etf (VB) 0.3 $669k +325% 3.1k 214.22
Innovator Etfs Tr S&p 500 Power (PJAN) 0.3 $660k +8% 21k 31.57
First Financial Ban (FFBC) 0.3 $658k 27k 24.00
Applied Materials (AMAT) 0.3 $654k +2% 4.9k 133.69
Innovator Etfs Tr S&p 500 Buffer (BAPR) 0.3 $650k +3% 22k 30.05
Starbucks Corporation (SBUX) 0.2 $646k +51% 5.9k 109.32
Us Bancorp Del Com New (USB) 0.2 $636k 12k 55.29
Target Corporation (TGT) 0.2 $635k -25% 3.2k 198.19
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $631k +3% 6.2k 101.97
Tcf Financial Corp 0.2 $610k 13k 46.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $602k 10k 58.17
Innovator Etfs Tr S&p 500 Ultra (UJUL) 0.2 $593k 22k 26.78
CSX Corporation (CSX) 0.2 $570k 5.9k 96.45
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $565k +541% 5.5k 102.00
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $562k +9% 5.8k 96.65
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $548k +123% 9.9k 55.23
Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) 0.2 $535k 13k 42.66
Innovator Etfs Tr S&p 500 Bufetf (BOCT) 0.2 $534k 17k 31.23
Clorox Company (CLX) 0.2 $530k 2.8k 192.73
Innovator Etfs Tr Msci Emgr Mkt (EJAN) 0.2 $529k NEW 17k 30.32
Tesla Motors (TSLA) 0.2 $525k 786.00 667.94
Innovator Etfs Tr S&p 500 Power (PFEB) 0.2 $516k +68% 19k 27.53
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $513k 6.9k 73.91
International Business Machines (IBM) 0.2 $513k -2% 3.8k 133.32
Philip Morris International (PM) 0.2 $507k +3% 5.7k 88.79
At&t (T) 0.2 $500k +8% 17k 30.28
Innovator Etfs Tr S&p 500 Ultra (UJAN) 0.2 $493k 16k 30.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $492k 5.1k 96.11
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $490k -2% 6.7k 72.98
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $486k 5.3k 90.88
Illumina (ILMN) 0.2 $479k +2087% 1.2k 384.12
Boston Scientific Corporation (BSX) 0.2 $474k 12k 38.67
Ishares Tr Select Divid Etf (DVY) 0.2 $472k 4.1k 114.12
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $471k -2% 2.8k 165.73
Bank of America Corporation (BAC) 0.2 $468k +6% 12k 38.71
Duke Energy Corp Com New (DUK) 0.2 $459k +16% 4.8k 96.43
Verizon Communications (VZ) 0.2 $459k +19% 7.9k 58.20
Lakeland Financial Corporation (LKFN) 0.2 $446k 6.5k 69.15
Altria (MO) 0.2 $445k 8.7k 51.15
Merck & Co (MRK) 0.2 $444k +145% 5.8k 77.02
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $442k 3.4k 128.26
Thor Industries (THO) 0.2 $437k 3.2k 134.71
ResMed (RMD) 0.2 $427k NEW 2.2k 194.09
Stryker Corporation (SYK) 0.2 $421k 1.7k 243.63
Gentex Corporation (GNTX) 0.2 $408k 11k 35.64
NiSource (NI) 0.2 $405k 17k 24.11
Dentsply Sirona (XRAY) 0.2 $399k 6.3k 63.80
Anthem (ANTM) 0.2 $398k 1.1k 358.88
Union Pacific Corporation (UNP) 0.2 $394k 1.8k 220.23
Cintas Corporation (CTAS) 0.2 $394k 1.2k 341.13
Bristol Myers Squibb (BMY) 0.1 $384k +19% 6.1k 63.05
Cooper Cos Com New (COO) 0.1 $384k NEW 1.0k 384.00
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $378k 4.1k 92.94
Lincoln National Corporation (LNC) 0.1 $369k 5.9k 62.24
Visa Com Cl A (V) 0.1 $367k 1.7k 211.53
Lci Industries (LCII) 0.1 $366k -24% 2.8k 132.18
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $365k 6.0k 60.74
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $361k +70% 3.6k 99.75
Raytheon Technologies Corp (RTX) 0.1 $357k +46% 4.6k 77.34
Costco Wholesale Corporation (COST) 0.1 $349k +28% 989.00 352.88
General Dynamics Corporation (GD) 0.1 $343k 1.9k 181.67
Weyerhaeuser Co Mtn Be Com New (WY) 0.1 $336k +11% 9.4k 35.63
UnitedHealth (UNH) 0.1 $333k 896.00 371.65
Innovator Etfs Tr S&p 500 Ultra (USEP) 0.1 $331k 12k 27.63
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $328k 9.6k 34.07
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $328k 1.1k 301.19
Qualcomm (QCOM) 0.1 $323k +430% 2.4k 132.54
Spdr Gold Tr Gold Shs (GLD) 0.1 $321k +29% 2.0k 160.18
Innovator Etfs Tr S&p 500 Buffer (BJAN) 0.1 $317k +229% 9.3k 34.10
Amgen (AMGN) 0.1 $312k +8% 1.3k 249.00
Accenture Plc Ireland Shs Class A (ACN) 0.1 $311k 1.1k 276.20
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $309k +47% 1.4k 226.87
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $307k +109% 2.8k 109.45
Dupont De Nemours (DD) 0.1 $306k +5% 4.0k 77.33
Deere & Company (DE) 0.1 $305k 816.00 373.77
Paypal Holdings (PYPL) 0.1 $304k +13% 1.3k 243.01
Abbott Laboratories (ABT) 0.1 $295k +16% 2.5k 120.02
Ishares Tr Msci Eafe Etf (EFA) 0.1 $295k 3.9k 75.78
Southern Company (SO) 0.1 $292k +3% 4.7k 62.18
Comcast Corp Cl A (CMCSA) 0.1 $290k +45% 5.4k 54.10
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $288k 804.00 358.21
FedEx Corporation (FDX) 0.1 $288k 1.0k 284.02
American Electric Power Company (AEP) 0.1 $287k +41% 3.4k 84.59
Mondelez Intl Cl A (MDLZ) 0.1 $279k +3% 4.8k 58.61
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $277k 18k 15.14
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $273k 4.0k 68.99
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $272k 2.6k 104.06
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $270k 6.3k 42.86
Emerson Electric (EMR) 0.1 $269k 3.0k 90.36
Dow (DOW) 0.1 $263k +6% 4.1k 63.84
Mastercard Incorporated Cl A (MA) 0.1 $261k 732.00 356.56
Caterpillar (CAT) 0.1 $255k 1.1k 232.03
Koninklijke Philips N V Ny Reg Sh New (PHG) 0.1 $254k 4.5k 56.99
Innovator Etfs Tr S&p 500 Pwr Bufr (PMAR) 0.1 $253k 8.6k 29.56
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $247k NEW 832.00 296.88
NVIDIA Corporation (NVDA) 0.1 $245k +56% 458.00 534.93
Quaker Chemical Corporation (KWR) 0.1 $244k NEW 1.0k 244.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $243k +36% 4.7k 52.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $241k 507.00 475.35
Horizon Ban (HBNC) 0.1 $240k 13k 18.55
Innovator Etfs Tr S&p 500 Power (PNOV) 0.1 $238k 8.0k 29.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $237k 1.7k 141.49
Ishares Tr Tips Bd Etf (TIP) 0.1 $235k 1.9k 125.53
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $233k 2.6k 88.83
Innovator Etfs Tr S&p 500 Ultra (UMAR) 0.1 $230k 8.1k 28.45
Innovator Etfs Tr S&p 500 Pwretf (POCT) 0.1 $226k 7.9k 28.49
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $226k -13% 1.9k 117.89
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.1 $225k 14k 16.17
General Electric Company (GE) 0.1 $219k +16% 17k 13.12
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $219k +15% 1.4k 151.66
ConocoPhillips (COP) 0.1 $218k +5% 4.1k 53.00
Astrazeneca Sponsored Adr (AZN) 0.1 $213k +119% 4.3k 49.71
Dominion Resources (D) 0.1 $209k 2.7k 76.14
Enbridge (ENB) 0.1 $207k 5.7k 36.46
Intercontinental Exchange (ICE) 0.1 $205k 1.8k 111.47
Vanguard Index Fds Value Etf (VTV) 0.1 $202k +42% 1.5k 131.17
Ishares Tr Core Div Grwth (DGRO) 0.1 $200k 4.1k 48.38
Kroger (KR) 0.1 $197k +235% 5.5k 36.01
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $195k 589.00 331.07
United Parcel Service CL B (UPS) 0.1 $189k 1.1k 169.81
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $188k 1.5k 128.59
Shopify Cl A (SHOP) 0.1 $185k +41% 167.00 1107.78
Innovator Etfs Tr S&P 500 PWR (PJUL) 0.1 $180k 6.1k 29.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $176k +118% 5.5k 31.78
salesforce (CRM) 0.1 $174k +9% 819.00 212.45
Fortive (FTV) 0.1 $174k 2.5k 70.67
Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) 0.1 $173k 4.0k 43.25
Waters Corporation (WAT) 0.1 $171k NEW 600.00 285.00
Nesco Hldgs 0.1 $171k 18k 9.33
BP Sponsored Adr (BP) 0.1 $169k +15% 6.9k 24.39
Boeing Company (BA) 0.1 $167k -12% 658.00 253.80
Chipotle Mexican Grill (CMG) 0.1 $166k -12% 117.00 1418.80
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV) 0.1 $165k NEW 2.5k 66.00
Innovator Etfs Tr S&p 500 Pwr Bu (PDEC) 0.1 $164k 5.5k 29.85
Healthcare Tr Amer Cl A New (HTA) 0.1 $163k 5.9k 27.52
Kimball Electronics (KE) 0.1 $163k 6.3k 25.76
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $162k 1.5k 108.43
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $161k 956.00 168.41
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $160k -9% 1.1k 146.65
Innovator Etfs Tr S&P 500 PWR (PSEP) 0.1 $159k 5.5k 28.81
Bausch Health Companies (BHC) 0.1 $159k 5.0k 31.80
Innovator Etfs Tr S&p 500 Ultra Bf (UMAY) 0.1 $158k 5.7k 27.61
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.1 $157k 2.3k 68.20
Wells Fargo & Company (WFC) 0.1 $157k +158% 4.0k 39.18
Paychex (PAYX) 0.1 $156k +101% 1.6k 98.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $152k 2.0k 74.47
SYSCO Corporation (SYY) 0.1 $150k 1.9k 78.95
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $150k 4.1k 36.29
Genuine Parts Company (GPC) 0.1 $149k 1.3k 115.86
Innovator Etfs Tr S&p 500 Buffer (BMAR) 0.1 $148k +151% 4.8k 31.09
Metropcs Communications (TMUS) 0.1 $146k +9% 1.2k 125.43
TJX Companies (TJX) 0.1 $144k +240% 2.2k 66.12
Select Sector Spdr Tr Technology (XLK) 0.1 $143k -15% 1.1k 132.90
Gilead Sciences (GILD) 0.1 $143k +587% 2.2k 64.41
First Tr Morningstar Divid L SHS (FDL) 0.1 $142k 4.3k 32.81
Zimmer Holdings (ZBH) 0.1 $141k 880.00 160.23
Wisdomtree Tr Intl Div Ex Finl (DOO) 0.1 $140k 3.3k 42.51
General Mills (GIS) 0.1 $137k +7% 2.2k 61.22
Medtronic SHS (MDT) 0.1 $135k 1.1k 118.42
Biogen Idec (BIIB) 0.1 $135k 483.00 279.50
Prologis (PLD) 0.1 $132k 1.2k 106.19
W.W. Grainger (GWW) 0.1 $132k 330.00 400.00
Materion Corporation (MTRN) 0.1 $132k NEW 2.0k 66.00
First Merchants Corporation (FRME) 0.1 $130k 2.8k 46.33
Watsco, Incorporated (WSO) 0.1 $130k NEW 500.00 260.00
Corteva (CTVA) 0.0 $129k +10% 2.8k 46.60
Novartis Sponsored Adr (NVS) 0.0 $128k +56% 1.5k 85.45
Ecolab (ECL) 0.0 $128k 600.00 213.33
First Internet Bancorp (INBK) 0.0 $127k -7% 3.6k 35.28
Trane Technologies SHS (TT) 0.0 $127k 765.00 166.01
Allstate Corporation (ALL) 0.0 $127k 1.1k 114.93
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $124k 1.3k 98.80
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $124k +913% 2.2k 55.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $122k -14% 1.5k 82.27
Beigene Sponsored Adr (BGNE) 0.0 $122k NEW 350.00 348.57
Innovator Etfs Tr S&p 500 Ultra (UAUG) 0.0 $122k 4.3k 28.18
Innovator Etfs Tr Russell 2000 Pwr (KAPR) 0.0 $121k 4.5k 27.05
Leggett & Platt (LEG) 0.0 $119k +73% 2.6k 45.77
BlackRock (BLK) 0.0 $118k 157.00 751.59
Draftkings Com Cl A (DKNG) 0.0 $118k +136% 1.9k 61.11
Cigna Corp (CI) 0.0 $116k +195% 481.00 241.16
Valero Energy Corporation (VLO) 0.0 $115k 1.6k 71.34
Marsh & McLennan Companies (MMC) 0.0 $114k 933.00 122.19
Brown Forman Corp CL B (BF.B) 0.0 $112k 1.6k 68.75
Innovator Etfs Tr S&p 500 Pwr Buf (PMAY) 0.0 $110k 3.8k 28.85
Innovator Etfs Tr S&p 500 Pwr Bu (PJUN) 0.0 $110k 3.6k 30.72
Vanguard World Fds Financials Etf (VFH) 0.0 $110k NEW 1.3k 84.62
American Tower Reit (AMT) 0.0 $110k 459.00 239.65
Walgreen Boots Alliance (WBA) 0.0 $108k +5% 2.0k 55.10
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 0.0 $106k 3.3k 32.61
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $106k +4% 7.2k 14.73
L3harris Technologies (LHX) 0.0 $104k 512.00 203.12

Past Filings by Bedel Financial Consulting

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