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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 51.63% of Bedel Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: DFAI, AVDV, DFAE, AVLV, SPY, TOTL, IBHG, FNDX, VTEB, DFAT.
Started 17 new stock positions in IBHG, GILD, RIO, MPC, AZN, SUB, AVLV, IEMG, DOW, TTE. DD, Q, GUNR, PTL, TGT, IEFA, IRM.
Reduced shares in these 10 stocks: VTES (-$13M), FDN, CTAS, PWV, IEI, PFFV, WAT, QBTS, AstraZeneca, IHI.
Sold out of its positions in AstraZeneca, CTAS, CRWD, QBTS, PWV, IYW, IHI, LNC, NKE, PRU. TSCO, WAT, MDT.
Bedel Financial Consulting was a net buyer of stock by $772k.
Bedel Financial Consulting has $888M in assets under management (AUM), dropping by 52.95%.
Central Index Key (CIK): 0001730511

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Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 293 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Eli Lilly & Co. Put Option (LLY)	35.8	$318M		346k	919.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.7	$60M	+4%	1.5M	38.96	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	4.0	$35M		704k	49.89	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.0	$26M	+4%	774k	33.86	View chart
Apple (AAPL)	2.2	$20M		77k	253.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.9	$17M	+7%	172k	99.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.5	$14M		123k	111.37	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.5	$14M	+8%	21k	650.33	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.5	$13M	+3%	165k	78.77	View chart
Microsoft Corporation (MSFT)	1.4	$13M		34k	370.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.3	$12M	+2%	290k	40.19	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	1.1	$10M	+11%	254k	39.73	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	1.1	$9.4M		236k	39.80	View chart
JPMorgan Chase & Co. (JPM)	1.0	$9.3M		32k	294.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$8.9M		19k	479.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.9	$7.8M	+5%	12k	653.19	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.9	$7.7M	+5%	91k	84.79	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.8	$7.5M	+3%	77k	96.98	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.8	$6.8M	+6%	88k	76.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$6.1M		21k	287.56	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.7	$6.0M	-2%	76k	79.27	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.6M		17k	320.80	View chart
Ishares Tr International Sl (ISCF)	0.6	$5.1M		121k	41.79	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.6	$5.0M		7.00	718140.00	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.6	$5.0M	+10%	60k	83.43	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.5	$4.9M		78k	62.56	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$4.7M	+12%	75k	62.45	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$4.6M		87k	52.78	View chart
NVIDIA Corporation (NVDA)	0.5	$4.4M		25k	174.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$4.2M		15k	286.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$4.2M	+6%	43k	97.23	View chart
Exxon Mobil Corporation (XOM)	0.5	$4.1M		24k	169.66	View chart
Cummins (CMI)	0.4	$3.6M	-4%	6.8k	538.05	View chart
Global X Fds Rate Preferred (PFFV)	0.4	$3.6M	-11%	167k	21.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$3.6M		8.3k	430.29	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.4	$3.5M	-78%	35k	101.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.4M		18k	191.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.3M	+6%	5.5k	597.55	View chart
Johnson & Johnson (JNJ)	0.4	$3.2M		13k	244.44	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.4	$3.2M	+6%	65k	48.86	View chart
Wal-Mart Stores (WMT)	0.4	$3.1M		25k	124.28	View chart
Applied Materials (AMAT)	0.4	$3.1M		9.2k	341.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$3.0M		12k	247.99	View chart
Amazon (AMZN)	0.3	$2.9M		14k	208.28	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$2.8M		82k	33.75	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.3	$2.6M		25k	105.03	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$2.6M		27k	97.13	View chart
Abbvie (ABBV)	0.3	$2.6M		12k	217.49	View chart
Cisco Systems (CSCO)	0.3	$2.3M		30k	77.59	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$2.3M	+19%	47k	48.32	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.3M	+2%	34k	67.53	View chart
Oracle Corporation (ORCL)	0.3	$2.3M		15k	147.11	View chart
McDonald's Corporation (MCD)	0.2	$2.2M		7.1k	310.77	View chart
Tidal Trust I Gotham Enhncd (GSPY)	0.2	$2.1M		58k	35.38	View chart
Innovator Etfs Trust Laddered Alc Bfr (BUFB)	0.2	$2.0M	+10%	57k	35.91	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.2	$2.0M		16k	128.24	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$2.0M		29k	68.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.0M		4.5k	436.74	View chart
Pepsi (PEP)	0.2	$1.9M		12k	155.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.9M		4.5k	426.43	View chart
Coca-Cola Company (KO)	0.2	$1.9M		25k	76.05	View chart
Chevron Corporation (CVX)	0.2	$1.8M		8.8k	206.90	View chart
Home Depot (HD)	0.2	$1.8M		5.5k	328.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$1.8M		24k	75.10	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.2	$1.8M		77k	22.95	View chart
Meta Platforms Cl A (META)	0.2	$1.7M		3.0k	572.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$1.7M		39k	43.11	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.2	$1.7M	-2%	37k	44.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.6M		30k	54.05	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$1.6M	+25%	16k	100.57	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.6M	+18%	11k	146.28	View chart
Procter & Gamble Company (PG)	0.2	$1.5M	-12%	11k	144.45	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.5M		3.2k	460.99	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$1.5M		10k	145.74	View chart
Honeywell International (HON)	0.2	$1.5M		6.4k	226.04	View chart
Simon Property (SPG)	0.2	$1.4M		7.7k	186.53	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$1.4M		33k	44.18	View chart
Innovator Etfs Trust Us Eqty Ultra B (UOCT)	0.2	$1.4M		36k	38.24	View chart
Caterpillar (CAT)	0.2	$1.4M		1.9k	708.60	View chart
Lowe's Companies (LOW)	0.2	$1.4M		5.8k	236.28	View chart
Walt Disney Company (DIS)	0.2	$1.3M		14k	96.38	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$1.3M	+12%	21k	63.91	View chart
Tesla Motors (TSLA)	0.1	$1.3M		3.5k	371.71	View chart
American Express Company (AXP)	0.1	$1.3M	-4%	4.2k	302.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.3M		16k	77.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.3M		18k	71.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M		6.5k	192.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$1.2M	-3%	27k	45.97	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$1.2M		78k	15.65	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	+3%	5.4k	213.65	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.1M	NEW	14k	80.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M		5.7k	196.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.1M		4.3k	261.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.1M		9.4k	118.45	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M	-2%	1.1k	996.27	View chart
Intel Corporation (INTC)	0.1	$1.0M	-2%	23k	44.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$1.0M		24k	43.06	View chart
Broadcom (AVGO)	0.1	$1.0M		3.3k	309.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.0M		1.5k	697.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.0M		33k	30.68	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$1.0M	+182%	36k	27.85	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$988k	+6%	5.2k	189.59	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$979k	+3%	21k	46.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$967k		24k	40.86	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$955k	+9%	16k	59.03	View chart
Philip Morris International (PM)	0.1	$953k		5.8k	165.34	View chart
Automatic Data Processing (ADP)	0.1	$952k		4.7k	203.19	View chart
Visa Com Cl A (V)	0.1	$947k		3.1k	302.21	View chart
Pfizer (PFE)	0.1	$937k		33k	28.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$921k	-2%	7.2k	128.12	View chart
Boston Scientific Corporation (BSX)	0.1	$917k		15k	62.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$900k		36k	25.10	View chart
General Dynamics Corporation (GD)	0.1	$861k		2.5k	343.26	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$856k		2.7k	313.81	View chart
Nextera Energy (NEE)	0.1	$853k	-17%	9.2k	92.88	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$834k		5.4k	155.11	View chart
Merck & Co (MRK)	0.1	$833k		6.9k	120.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$831k		11k	78.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$830k		9.4k	88.70	View chart
ExlService Holdings (EXLS)	0.1	$809k	+28%	27k	30.45	View chart
O'reilly Automotive (ORLY)	0.1	$804k		8.7k	92.31	View chart
Bank of America Corporation (BAC)	0.1	$793k		16k	48.75	View chart
Illinois Tool Works (ITW)	0.1	$789k		3.0k	260.30	View chart
First Financial Ban (FFBC)	0.1	$788k	+3%	28k	27.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$782k		11k	73.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$780k	+8%	4.1k	191.94	View chart
International Business Machines (IBM)	0.1	$771k		3.2k	242.37	View chart
Anthem (ELV)	0.1	$764k	-2%	2.6k	292.75	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$759k		2.2k	337.87	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$747k		29k	25.64	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$742k		2.6k	287.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$735k		4.9k	151.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$729k		3.4k	217.27	View chart
CSX Corporation (CSX)	0.1	$728k		18k	41.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$727k		11k	64.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$716k		18k	39.44	View chart
Novartis Sponsored Adr (NVS)	0.1	$715k		4.7k	152.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$711k		18k	40.10	View chart
Us Bancorp Com New (USB)	0.1	$693k		13k	52.01	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$676k		13k	52.19	View chart
Wells Fargo & Company (WFC)	0.1	$674k	-2%	8.5k	79.61	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$665k		13k	50.45	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$660k	NEW	30k	22.13	View chart
Altria (MO)	0.1	$630k		9.6k	65.99	View chart
TJX Companies (TJX)	0.1	$621k	+9%	3.9k	159.71	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$602k		11k	57.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$601k	+3%	2.8k	215.05	View chart
Duke Energy Corp Com New (DUK)	0.1	$598k		4.6k	130.94	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$586k	-45%	4.9k	118.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$579k		15k	39.94	View chart
Advanced Micro Devices (AMD)	0.1	$571k	-8%	2.8k	203.43	View chart
Eaton Corp SHS (ETN)	0.1	$570k		1.6k	357.58	View chart
Ball Corporation (BALL)	0.1	$568k		9.6k	59.11	View chart
Amgen (AMGN)	0.1	$565k		1.6k	351.85	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$564k		15k	38.67	View chart
Kroger (KR)	0.1	$556k		7.7k	72.36	View chart
Stryker Corporation (SYK)	0.1	$553k		1.7k	328.68	View chart
At&t (T)	0.1	$548k		19k	28.99	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.1	$545k	+161%	15k	36.76	View chart
Matthews Asia Fds Emer Mkts Equity (MEM)	0.1	$536k		14k	37.14	View chart
ConocoPhillips (COP)	0.1	$534k		4.0k	132.00	View chart
Morgan Stanley Com New (MS)	0.1	$534k	-3%	3.2k	164.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$523k	+18%	4.2k	124.31	View chart
American Electric Power Company (AEP)	0.1	$507k		3.9k	131.08	View chart
Union Pacific Corporation (UNP)	0.1	$503k		2.1k	242.58	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$499k		3.4k	144.71	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$496k		10k	49.37	View chart
New Jersey Resources Corporation (NJR)	0.1	$492k		9.0k	54.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$463k		8.2k	56.79	View chart
FirstEnergy (FE)	0.1	$456k	+7%	9.0k	50.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$454k		908.00	499.53	View chart
Ge Aerospace Com New (GE)	0.1	$453k		1.6k	283.85	View chart
3M Company (MMM)	0.1	$445k		3.1k	145.22	View chart
Qualcomm (QCOM)	0.0	$442k		3.4k	128.78	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$440k		15k	29.08	View chart
Southern Company (SO)	0.0	$438k		4.5k	96.51	View chart
Kimberly-Clark Corporation (KMB)	0.0	$437k		4.5k	96.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$433k	+6%	750.00	577.08	View chart
Starbucks Corporation (SBUX)	0.0	$424k	-4%	4.7k	89.60	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$424k		687.00	616.76	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$424k		5.6k	75.19	View chart
GSK Sponsored Adr (GSK)	0.0	$417k		7.6k	55.19	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$416k	+40%	13k	32.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$412k	+9%	5.0k	82.75	View chart
Netflix (NFLX)	0.0	$408k		4.2k	96.15	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$407k		4.0k	102.25	View chart
Pgim Etf Tr Ultra Short Muni (PUSH)	0.0	$403k		8.0k	50.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.0	$403k	+9%	9.5k	42.51	View chart
Danaher Corporation (DHR)	0.0	$399k		2.1k	189.63	View chart
Oneok (OKE)	0.0	$398k		4.4k	90.39	View chart
FedEx Corporation (FDX)	0.0	$391k		1.1k	356.31	View chart
Constellation Energy (CEG)	0.0	$391k	+7%	1.4k	279.35	View chart
Intercontinental Exchange (ICE)	0.0	$389k		2.5k	157.28	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$386k	+3%	3.3k	118.62	View chart
Lumentum Hldgs (LITE)	0.0	$384k		547.00	702.76	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.0	$380k	-9%	9.9k	38.30	View chart
Blackrock Etf Trust Ii Short Duration H (SHYM)	0.0	$380k	+3%	17k	22.02	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$372k		3.7k	100.75	View chart
Steel Dynamics (STLD)	0.0	$369k		2.0k	180.00	View chart
W.W. Grainger (GWW)	0.0	$367k		336.00	1090.81	View chart
Capital One Financial (COF)	0.0	$364k		2.0k	182.46	View chart
Goldman Sachs (GS)	0.0	$361k	+8%	427.00	845.99	View chart
Deere & Company (DE)	0.0	$357k		634.00	563.35	View chart
Verizon Communications (VZ)	0.0	$357k	-2%	7.1k	50.20	View chart
Cardinal Health (CAH)	0.0	$356k		1.7k	211.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$355k		4.6k	77.18	View chart
Bristol Myers Squibb (BMY)	0.0	$352k		5.8k	60.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.0	$342k		6.4k	53.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$334k		3.8k	88.16	View chart
Emerson Electric (EMR)	0.0	$333k		2.5k	131.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$328k	-13%	7.4k	44.62	View chart
Unilever Spon Adr New (UL)	0.0	$328k		5.8k	56.97	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$327k		917.00	356.56	View chart
Corteva (CTVA)	0.0	$325k		3.9k	83.72	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$322k		17k	19.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$321k	-2%	4.6k	70.18	View chart
Timothy Plan Intl Etf (TPIF)	0.0	$321k	+26%	8.9k	36.04	View chart
Ge Vernova (GEV)	0.0	$320k		367.00	872.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$317k		3.4k	92.74	View chart
Blackrock (BLK)	0.0	$315k		328.00	961.71	View chart
Ishares Msci Gbl Gold Mn (RING)	0.0	$313k		4.0k	78.97	View chart
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)	0.0	$312k	+27%	8.4k	37.39	View chart
Allstate Corporation (ALL)	0.0	$311k		1.5k	207.36	View chart
Strategy Eventide High Di (ELCV)	0.0	$299k	+20%	10k	29.00	View chart
Boeing Company (BA)	0.0	$297k	-6%	1.5k	199.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$296k		2.1k	138.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$292k		2.0k	145.78	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$290k		2.9k	100.66	View chart
Chubb (CB)	0.0	$289k		888.00	325.93	View chart
Materion Corporation (MTRN)	0.0	$289k		2.0k	144.65	View chart
Prologis (PLD)	0.0	$287k		2.2k	132.18	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$282k		6.6k	42.72	View chart
UnitedHealth (UNH)	0.0	$279k	-6%	1.0k	270.67	View chart
Citigroup Com New (C)	0.0	$279k		2.5k	113.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$276k	NEW	3.0k	90.53	View chart
Qnity Electronics Common Stock (Q)	0.0	$276k	NEW	2.4k	115.40	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$272k		2.8k	95.82	View chart
Lockheed Martin Corporation (LMT)	0.0	$269k	+4%	445.00	603.97	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.0	$266k	-12%	7.4k	36.01	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$265k	+10%	3.2k	82.43	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$263k	-76%	1.1k	234.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.0	$262k		2.5k	103.37	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$261k	NEW	3.7k	69.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$261k		2.8k	91.78	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$260k		4.5k	57.64	View chart
NiSource (NI)	0.0	$259k		5.5k	46.66	View chart
Metropcs Communications (TMUS)	0.0	$254k		1.2k	209.96	View chart
Evergy (EVRG)	0.0	$252k		3.1k	81.93	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$252k	-16%	3.7k	68.14	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.0	$251k	+9%	11k	23.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$251k		5.9k	42.50	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$251k		2.3k	110.34	View chart
Calamos Etf Tr Calamos Bit 90 S (CBXJ)	0.0	$250k		12k	20.76	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$248k		9.7k	25.48	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$247k		1.5k	161.73	View chart
Thor Industries (THO)	0.0	$245k		3.1k	79.89	View chart
Iron Mountain (IRM)	0.0	$244k	NEW	2.4k	102.13	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$244k		3.6k	68.28	View chart
Abbott Laboratories (ABT)	0.0	$243k		2.4k	102.67	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.0	$241k		5.1k	47.15	View chart
Exelon Corporation (EXC)	0.0	$241k		4.9k	49.02	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$240k		2.8k	86.64	View chart
McKesson Corporation (MCK)	0.0	$240k		277.00	865.36	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.0	$239k		4.8k	49.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$239k	-10%	1.2k	198.29	View chart
Astrazeneca Ord (AZN)	0.0	$237k	NEW	1.2k	197.22	View chart
Marathon Petroleum Corp (MPC)	0.0	$236k	NEW	967.00	244.18	View chart
Enbridge (ENB)	0.0	$236k		4.4k	54.14	View chart
Dow (DOW)	0.0	$236k	NEW	5.7k	41.65	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$233k	NEW	2.5k	93.30	View chart
salesforce (CRM)	0.0	$233k		1.2k	186.67	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$230k		1.7k	132.90	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$228k	NEW	4.1k	55.16	View chart
Welltower Inc Com reit (WELL)	0.0	$228k		1.2k	197.71	View chart
ResMed (RMD)	0.0	$225k		1.0k	224.48	View chart
Gilead Sciences (GILD)	0.0	$224k	NEW	1.6k	139.39	View chart
Dupont De Nemours (DD)	0.0	$224k	NEW	4.9k	45.80	View chart
J P Morgan Exchange Traded F Internl Gwt (JIG)	0.0	$215k	-6%	2.9k	74.24	View chart
Target Corporation (TGT)	0.0	$215k	NEW	1.8k	121.20	View chart
Horizon Ban (HBNC)	0.0	$214k		13k	16.57	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$211k		6.2k	33.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.0	$211k		5.7k	36.82	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$207k	+3%	803.00	257.39	View chart
Totalenergies Se Act (TTE)	0.0	$206k	NEW	2.3k	90.98	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$205k		3.3k	61.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$205k	NEW	1.9k	106.50	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.0	$205k	NEW	816.00	250.56	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$201k	-5%	1.8k	108.98	View chart
ConAgra Foods (CAG)	0.0	$184k		12k	15.72	View chart
Relmada Therapeutics (RLMD)	0.0	$70k		10k	6.96	View chart
Ocuphire Pharma (IRD)	0.0	$68k		15k	4.55	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$60k		12k	4.99	View chart
Inotiv (NOTV)	0.0	$4.1k		15k	0.27	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 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
Bedel Financial Consulting 2022 Q2 filed Aug. 4, 2022

View all past filings

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