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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 LLY, DFAI, VTEB, DFAE, AAPL, and represent 53.83% of Bedel Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: HGER, VSDM, DFAI, AAPL, VUG, IWF, VGT, VCSH, DFAE, VNLA.
Started 28 new stock positions in CRWD, DD, WAT, DEHP, AVMV, PANW, IYW, QBTS, HGER, PRU.
Reduced shares in these 10 stocks: Honeywell International, IVV, SPY, SCHD, AMAT, , INTC, , , .
Sold out of its positions in CBXJ, DOW, Dupont De Nemours, Honeywell International, Inotiv, SLV, USMV, IEFA, IEMG, IRD. RMD, CRM, TTE, ACN.
Bedel Financial Consulting was a net buyer of stock by $29M.
Bedel Financial Consulting has $1.1B in assets under management (AUM), dropping by 19.89%.
Central Index Key (CIK): 0001730511

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Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 307 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. Put Option (LLY)	39.0	$416M		347k	1199.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.1	$65M	+3%	1.6M	41.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.3	$36M		704k	50.58	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$32M	+3%	802k	40.21	View chart
Apple (AAPL)	2.3	$24M	+9%	84k	289.36	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$18M	+3%	179k	103.05	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$17M		167k	98.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$16M		125k	124.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.4	$15M	-4%	20k	746.79	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	1.3	$14M	+2%	297k	47.20	View chart
Microsoft Corporation (MSFT)	1.2	$13M		34k	373.02	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	1.0	$10M	+4%	264k	39.47	View chart
JPMorgan Chase & Co. (JPM)	1.0	$10M		32k	327.33	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.9	$10M		236k	42.20	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.9	$9.9M		78k	127.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$9.5M	+2%	19k	500.39	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.8	$8.9M	+7%	98k	91.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$8.2M	+8%	23k	357.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$8.0M	-9%	11k	748.87	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.7	$7.7M	+7%	95k	81.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$7.1M	+19%	90k	79.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$6.7M	+4%	18k	370.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.6	$6.3M	+20%	91k	69.90	View chart
Applied Materials (AMAT)	0.6	$6.3M	-5%	8.7k	722.99	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.6	$6.2M	+6%	64k	96.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.8M	+11%	17k	353.33	View chart
Ishares Tr International Sl (ISCF)	0.5	$5.3M		121k	43.29	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$5.2M		7.00	748850.00	View chart
NVIDIA Corporation (NVDA)	0.5	$5.2M	+2%	26k	200.09	View chart
Cummins (CMI)	0.5	$5.1M	+6%	7.2k	713.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$4.9M	+4%	45k	110.32	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$4.8M		77k	62.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.4	$4.7M		87k	54.02	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$4.3M	+34%	87k	48.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.9M		18k	219.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.9M	+3%	5.7k	686.83	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$3.9M	+9%	38k	101.31	View chart
Global X Fds Rate Preferred (PFFV)	0.4	$3.7M	+2%	170k	22.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.5M		12k	300.45	View chart
Amazon (AMZN)	0.3	$3.5M	+4%	15k	238.35	View chart
Johnson & Johnson (JNJ)	0.3	$3.3M		13k	253.97	View chart
Cisco Systems (CSCO)	0.3	$3.2M	-6%	28k	117.46	View chart
Exxon Mobil Corporation (XOM)	0.3	$3.2M	-2%	23k	136.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$3.1M		8.4k	368.38	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$3.1M	+4%	86k	35.97	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$3.0M		25k	118.05	View chart
Intel Corporation (INTC)	0.3	$3.0M	-9%	21k	139.63	View chart
Abbvie (ABBV)	0.3	$3.0M		12k	251.63	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$2.9M	+8%	51k	57.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.8M		27k	103.88	View chart
Wal-Mart Stores (WMT)	0.3	$2.7M	-4%	24k	113.26	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.5M	-3%	32k	77.11	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$2.4M	+9%	62k	39.31	View chart
Harbor Etf Trust Comm All Wea Etf (HGER)	0.2	$2.4M	NEW	82k	29.34	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.2	$2.4M		58k	40.60	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.2	$2.3M	NEW	31k	76.63	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$2.3M		16k	146.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$2.3M	+304%	18k	124.17	View chart
Oracle Corporation (ORCL)	0.2	$2.2M		15k	146.55	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$2.2M		29k	76.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.2M	+472%	26k	86.14	View chart
Caterpillar (CAT)	0.2	$2.0M		1.9k	1064.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$2.0M		24k	83.75	View chart
Coca-Cola Company (KO)	0.2	$2.0M	-2%	24k	81.27	View chart
Home Depot (HD)	0.2	$2.0M		5.5k	352.68	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.2	$1.9M		37k	50.61	View chart
McDonald's Corporation (MCD)	0.2	$1.9M	-2%	7.0k	270.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.9M	+3%	31k	59.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.8M		39k	46.41	View chart
Ishares Tr Ibon 2026 Te Etf (IBHF)	0.2	$1.8M		77k	22.65	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	+2%	3.1k	563.32	View chart
Simon Property (SPG)	0.2	$1.7M		7.7k	223.65	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.7M		10k	164.60	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.2	$1.6M		32k	50.09	View chart
Procter & Gamble Company (PG)	0.2	$1.6M	+4%	11k	146.64	View chart
Pepsi (PEP)	0.2	$1.6M	-3%	12k	135.39	View chart
Tesla Motors (TSLA)	0.2	$1.6M	+9%	3.8k	420.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.6M	+22%	33k	48.81	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.6M		16k	100.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	+799%	13k	119.52	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	-8%	2.6k	580.91	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.1	$1.5M		36k	41.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.5M		18k	82.34	View chart
Chevron Corporation (CVX)	0.1	$1.5M		8.8k	165.75	View chart
American Express Company (AXP)	0.1	$1.4M		4.3k	338.24	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.4M	+9%	16k	91.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M		16k	85.49	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$1.4M	-2%	21k	67.58	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$1.4M		78k	17.73	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.4M	+6%	4.6k	303.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.3M		5.5k	242.41	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.3M		3.2k	397.68	View chart
Lowe's Companies (LOW)	0.1	$1.3M		5.8k	220.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.3M		9.4k	136.68	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M		11k	116.67	View chart
Walt Disney Company (DIS)	0.1	$1.3M	-5%	13k	96.25	View chart
Broadcom (AVGO)	0.1	$1.3M		3.3k	377.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.2M		5.7k	217.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M		6.5k	189.73	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	+14%	1.2k	935.38	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.1M		5.1k	221.19	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.1M		36k	31.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.1M		24k	46.05	View chart
Visa Com Cl A (V)	0.1	$1.1M		3.1k	343.10	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.1M		2.7k	393.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.1M		7.3k	146.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$1.1M		21k	49.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$1.0M		24k	44.35	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.0M	-2%	2.2k	477.55	View chart
Philip Morris International (PM)	0.1	$1.0M		5.8k	180.92	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.0M		36k	28.96	View chart
Automatic Data Processing (ADP)	0.1	$1.0M		4.6k	223.95	View chart
First Financial Ban (FFBC)	0.1	$1.0M	+6%	30k	33.83	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.0M		5.4k	188.09	View chart
Anthem (ELV)	0.1	$1.0M		2.6k	386.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$961k	+18%	14k	71.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$942k	+352%	12k	80.57	View chart
Bank of America Corporation (BAC)	0.1	$938k		17k	56.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$930k	+3%	9.6k	96.43	View chart
Merck & Co (MRK)	0.1	$901k		7.0k	128.50	View chart
International Business Machines (IBM)	0.1	$886k		3.2k	281.23	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$872k		11k	82.27	View chart
Us Bancorp Com New (USB)	0.1	$865k	+7%	14k	60.40	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.1	$861k	+30%	39k	22.08	View chart
CSX Corporation (CSX)	0.1	$843k		18k	47.53	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$836k		16k	51.05	View chart
General Dynamics Corporation (GD)	0.1	$834k	-6%	2.4k	354.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$822k	-4%	3.9k	212.76	View chart
Illinois Tool Works (ITW)	0.1	$820k		3.0k	270.48	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$819k		3.4k	243.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$811k	-5%	28k	29.43	View chart
Nextera Energy (NEE)	0.1	$806k		9.2k	87.77	View chart
O'reilly Automotive (ORLY)	0.1	$802k		8.7k	92.09	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$801k		11k	74.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$764k		18k	43.06	View chart
Pfizer (PFE)	0.1	$761k	-5%	32k	24.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$758k		4.9k	156.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$724k		18k	40.13	View chart
Honeywell International (HON)	0.1	$719k	NEW	3.2k	223.90	View chart
Honeywell Aerospace (HONA)	0.1	$710k	NEW	3.2k	221.08	View chart
Altria (MO)	0.1	$687k		9.6k	71.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$681k		13k	52.60	View chart
Novartis Sponsored Adr (NVS)	0.1	$678k	-7%	4.3k	156.72	View chart
Morgan Stanley Com New (MS)	0.1	$678k		3.2k	209.01	View chart
Eaton Corp SHS (ETN)	0.1	$674k		1.6k	426.03	View chart
Wells Fargo & Company (WFC)	0.1	$672k	-3%	8.1k	82.64	View chart
Ge Aerospace Com New (GE)	0.1	$670k	+12%	1.8k	373.65	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$666k		13k	50.50	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$661k		2.8k	236.64	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.1	$639k	-2%	14k	45.26	View chart
Qualcomm (QCOM)	0.1	$635k		3.4k	184.77	View chart
Boston Scientific Corporation (BSX)	0.1	$624k		15k	42.68	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$622k	-40%	20k	31.71	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.1	$619k		15k	41.73	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$616k		3.4k	178.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$612k	+5%	4.8k	126.58	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$605k	+9%	821.00	736.50	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$603k		15k	41.33	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$599k		15k	41.30	View chart
Ball Corporation (BALL)	0.1	$599k		9.6k	62.40	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$599k		11k	56.33	View chart
Amgen (AMGN)	0.1	$597k	+2%	1.6k	362.12	View chart
Materion Corporation (MTRN)	0.1	$595k		2.0k	297.39	View chart
TJX Companies (TJX)	0.1	$583k		3.8k	151.49	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$569k		4.8k	117.45	View chart
Union Pacific Corporation (UNP)	0.1	$564k		2.1k	271.95	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$558k		8.2k	68.41	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$544k		15k	36.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$537k	-13%	3.6k	148.31	View chart
AFLAC Incorporated (AFL)	0.1	$534k	NEW	4.6k	117.24	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$532k		9.9k	53.61	View chart
Stryker Corporation (SYK)	0.0	$530k		1.7k	314.92	View chart
American Electric Power Company (AEP)	0.0	$529k		3.9k	136.81	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$504k		5.6k	90.10	View chart
New Jersey Resources Corporation (NJR)	0.0	$503k		9.0k	56.04	View chart
3M Company (MMM)	0.0	$500k		3.1k	161.89	View chart
Micron Technology (MU)	0.0	$495k	NEW	429.00	1154.64	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$484k	+89%	9.2k	52.68	View chart
Starbucks Corporation (SBUX)	0.0	$484k		4.7k	102.20	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$483k		687.00	703.34	View chart
Steel Dynamics (STLD)	0.0	$470k		2.0k	229.46	View chart
Lumentum Hldgs (LITE)	0.0	$469k		547.00	858.06	View chart
Mastercard Incorporated Cl A (MA)	0.0	$467k		908.00	513.77	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$465k	+14%	11k	40.77	View chart
Kimberly-Clark Corporation (KMB)	0.0	$458k	-7%	4.2k	109.77	View chart
W.W. Grainger (GWW)	0.0	$457k		336.00	1360.40	View chart
ExlService Holdings (EXLS)	0.0	$441k	-35%	17k	25.86	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$441k		13k	34.12	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$438k		4.0k	110.15	View chart
Ge Vernova (GEV)	0.0	$435k		370.00	1174.89	View chart
Southern Company (SO)	0.0	$434k		4.5k	95.70	View chart
Goldman Sachs (GS)	0.0	$432k		427.00	1011.37	View chart
FirstEnergy (FE)	0.0	$429k		9.0k	47.54	View chart
Qnity Electronics Common Stock (Q)	0.0	$428k	+9%	2.6k	163.28	View chart
Kroger (KR)	0.0	$428k		7.7k	55.53	View chart
ConocoPhillips (COP)	0.0	$420k		4.0k	103.96	View chart
UnitedHealth (UNH)	0.0	$414k	-3%	996.00	415.63	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$409k	+10%	3.6k	114.18	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$405k	-5%	8.9k	45.33	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.0	$403k		8.0k	50.41	View chart
At&t (T)	0.0	$403k	+2%	20k	20.70	View chart
Deere & Company (DE)	0.0	$402k		634.00	634.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$401k	+6%	980.00	409.50	View chart
Danaher Corporation (DHR)	0.0	$401k		2.1k	190.51	View chart
Capital One Financial (COF)	0.0	$401k		2.0k	200.61	View chart
Cardinal Health (CAH)	0.0	$400k		1.7k	237.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$398k	NEW	3.2k	124.77	View chart
GSK Sponsored Adr (GSK)	0.0	$396k		7.6k	52.42	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$395k		3.7k	107.00	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.0	$387k		17k	22.45	View chart
Oneok (OKE)	0.0	$383k		4.4k	86.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$380k	-7%	4.6k	82.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$378k		6.4k	58.87	View chart
Timothy Plan Intl Etf (TPIF)	0.0	$377k	+13%	10k	37.31	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$376k	NEW	492.00	763.14	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.0	$371k	+58%	1.3k	286.09	View chart
Corteva (CTVA)	0.0	$368k	+12%	4.3k	84.68	View chart
Emerson Electric (EMR)	0.0	$363k		2.5k	143.18	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$363k	+13%	9.5k	38.13	View chart
Allstate Corporation (ALL)	0.0	$357k		1.5k	237.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$355k		4.6k	76.70	View chart
Constellation Energy (CEG)	0.0	$348k		1.4k	248.44	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$347k		4.6k	75.79	View chart
Citigroup Com New (C)	0.0	$344k		2.5k	139.99	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$341k	NEW	5.6k	61.23	View chart
FedEx Corporation (FDX)	0.0	$337k		1.1k	313.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$336k		2.1k	156.95	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$331k	-5%	6.9k	47.77	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$330k		1.7k	190.52	View chart
Strategy Even High Di Etf (ELCV)	0.0	$329k	-2%	10k	32.87	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$321k	+4%	2.1k	154.26	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$320k		17k	19.12	View chart
Unilever Spon Adr New (UL)	0.0	$319k	-8%	5.3k	60.12	View chart
Bristol Myers Squibb (BMY)	0.0	$318k	-4%	5.5k	57.62	View chart
Blackrock (BLK)	0.0	$315k		328.00	961.56	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.0	$314k	NEW	3.9k	80.25	View chart
Boeing Company (BA)	0.0	$313k	-3%	1.4k	216.43	View chart
Verizon Communications (VZ)	0.0	$309k	+2%	7.3k	42.34	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$308k	+17%	5.3k	57.84	View chart
Intercontinental Exchange (ICE)	0.0	$304k		2.5k	123.11	View chart
Netflix (NFLX)	0.0	$303k		4.2k	71.40	View chart
Chubb (CB)	0.0	$303k		888.00	340.74	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$298k		1.1k	264.72	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$296k	-2%	6.5k	45.64	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$295k		5.1k	57.88	View chart
Prologis (PLD)	0.0	$294k		2.2k	135.47	View chart
Iron Mountain (IRM)	0.0	$294k	-2%	2.3k	126.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$290k		3.6k	81.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$288k	NEW	1.8k	158.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$287k		3.8k	75.51	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$286k		2.5k	112.88	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$285k		3.2k	88.54	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.0	$283k	NEW	3.5k	80.53	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$279k	+2%	2.9k	95.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$275k	NEW	1.1k	252.23	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$275k	NEW	138.00	1989.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$271k		5.9k	45.89	View chart
Innovator Etfs Trust Buff Step Up Etf (BSTP)	0.0	$267k	-7%	6.8k	39.33	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$266k	NEW	405.00	656.41	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$265k	-6%	1.4k	185.23	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$264k		2.8k	95.44	View chart
NiSource (NI)	0.0	$263k		5.5k	47.55	View chart
Welltower Inc Com reit (WELL)	0.0	$262k		1.2k	226.97	View chart
FormFactor (FORM)	0.0	$262k	NEW	1.6k	159.93	View chart
Evergy (EVRG)	0.0	$261k		3.0k	86.44	View chart
Horizon Ban (HBNC)	0.0	$259k		13k	19.98	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$256k		4.0k	64.60	View chart
Enbridge (ENB)	0.0	$256k	+8%	4.7k	54.21	View chart
Corning Incorporated (GLW)	0.0	$254k	NEW	995.00	255.49	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$253k		2.3k	109.41	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$253k		2.9k	87.17	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$251k		9.7k	25.82	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$251k		11k	23.77	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.0	$248k	NEW	2.1k	117.06	View chart
Marathon Petroleum Corp (MPC)	0.0	$247k		967.00	255.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$243k		794.00	306.45	View chart
Dupont De Nemours Common Stock (DD)	0.0	$241k	NEW	1.8k	135.64	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$239k	-17%	2.4k	100.67	View chart
Waters Corporation (WAT)	0.0	$235k	NEW	626.00	375.04	View chart
Exelon Corporation (EXC)	0.0	$231k		5.0k	46.62	View chart
Thor Industries (THO)	0.0	$230k		3.1k	75.16	View chart
CVS Caremark Corporation (CVS)	0.0	$229k	NEW	2.2k	103.44	View chart
Astrazeneca Ord (AZN)	0.0	$228k		1.2k	189.62	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$227k	-4%	2.4k	94.94	View chart
Lockheed Martin Corporation (LMT)	0.0	$227k		445.00	509.77	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$224k		6.2k	36.00	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$223k		3.3k	67.01	View chart
Marriott Intl Cl A (MAR)	0.0	$222k	NEW	600.00	370.67	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$222k	NEW	4.8k	46.63	View chart
Abbott Laboratories (ABT)	0.0	$219k		2.4k	90.74	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.0	$217k		5.7k	38.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$217k		2.9k	75.46	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$216k		1.8k	117.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$211k	+2%	2.0k	106.47	View chart
Target Corporation (TGT)	0.0	$210k	-9%	1.6k	130.64	View chart
McKesson Corporation (MCK)	0.0	$209k		277.00	755.60	View chart
D-wave Quantum (QBTS)	0.0	$209k	NEW	8.7k	23.99	View chart
Watsco, Incorporated (WSO)	0.0	$208k	NEW	500.00	416.73	View chart
Palo Alto Networks (PANW)	0.0	$208k	NEW	610.00	341.02	View chart
Prudential Financial (PRU)	0.0	$208k	NEW	1.9k	107.93	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$204k		4.1k	49.28	View chart
Gilead Sciences (GILD)	0.0	$203k		1.6k	126.34	View chart
Metropcs Communications (TMUS)	0.0	$203k		1.2k	167.68	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.0	$200k	NEW	4.7k	42.77	View chart
ConAgra Foods (CAG)	0.0	$157k		12k	13.46	View chart
Relmada Therapeutics (RLMD)	0.0	$69k		10k	6.92	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$60k		12k	4.98	View chart

Past Filings by Bedel Financial Consulting

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

Bedel Financial Consulting 2026 Q2 filed July 29, 2026
Bedel Financial Consulting 2026 Q1 filed May 4, 2026
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

View all past filings

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