Bedel Financial Consulting

Bedel Financial Consulting as of March 31, 2025

Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 260 positions in its portfolio as reported in the March 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) 9.9 $45M 1.4M 32.86
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.0 $32M 658k 48.99
Eli Lilly & Co. Put Option (LLY) 3.6 $16M 346k 47.40
Apple (AAPL) 3.5 $16M 81k 198.51
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.4 $16M 585k 26.82
Microsoft Corporation (MSFT) 3.2 $15M 33k 433.31
Ishares Tr Eafe Grwth Etf (EFG) 2.8 $13M 121k 106.21
Ishares Tr MRGSTR MD CP GRW (IMCG) 2.4 $11M 151k 72.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $11M 20k 558.80
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.2 $10M 282k 35.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $9.3M 18k 512.33
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.9 $8.6M 215k 39.81
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 1.8 $8.5M 238k 35.58
JPMorgan Chase & Co. (JPM) 1.7 $7.7M 31k 249.25
Ishares Tr Core S&p500 Etf (IVV) 1.3 $6.1M 11k 561.55
Ishares Tr Mrgstr Md Cp Val (IMCV) 1.2 $5.4M 75k 71.99
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.2 $5.4M 7.00 768000.00
Global X Fds Rate Preferred (PFFV) 1.1 $5.2M 227k 23.11
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 1.1 $4.9M 71k 69.61
American Centy Etf Tr Focused Lrg Cap (FLV) 1.0 $4.6M 70k 66.48
Ishares Tr International Sl (ISCF) 1.0 $4.5M 124k 36.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $4.3M 55k 78.72
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.9 $4.3M 83k 51.94
Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $3.5M 85k 40.64
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.4M 21k 163.23
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.7 $3.4M 47k 73.77
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $3.3M 20k 170.03
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $2.9M 35k 84.95
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $2.8M 10k 274.97
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.7M 17k 165.20
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $2.6M 53k 48.90
Amazon (AMZN) 0.6 $2.6M 14k 185.01
Wal-Mart Stores (WMT) 0.6 $2.6M 26k 98.55
NVIDIA Corporation (NVDA) 0.6 $2.5M 22k 113.54
Ishares Tr Russell 2000 Etf (IWM) 0.5 $2.5M 13k 196.76
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.5 $2.5M 82k 30.38
American Centy Etf Tr Us Quality Grow (QGRO) 0.5 $2.4M 24k 99.10
Abbvie (ABBV) 0.5 $2.3M 13k 187.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $2.3M 47k 49.89
Oracle Corporation (ORCL) 0.5 $2.3M 16k 147.70
Johnson & Johnson (JNJ) 0.5 $2.3M 15k 154.47
Exxon Mobil Corporation (XOM) 0.5 $2.3M 22k 104.71
Ishares Tr Msci Eafe Etf (EFA) 0.5 $2.1M 25k 86.14
McDonald's Corporation (MCD) 0.5 $2.1M 6.7k 316.78
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.0M 34k 58.08
Home Depot (HD) 0.4 $2.0M 5.5k 359.38
Cummins (CMI) 0.4 $2.0M 6.6k 298.32
Procter & Gamble Company (PG) 0.4 $2.0M 12k 159.25
Tidal Etf Tr Gotham Enhncd (GSPY) 0.4 $1.9M 62k 30.62
Cisco Systems (CSCO) 0.4 $1.8M 31k 59.22
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.4 $1.8M 17k 106.75
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.8M 4.6k 383.62
Intuitive Surgical Com New (ISRG) 0.4 $1.7M 3.3k 530.46
Meta Platforms Cl A (META) 0.4 $1.7M 2.9k 587.25
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $1.7M 29k 58.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $1.7M 3.2k 513.63
Coca-Cola Company (KO) 0.4 $1.6M 23k 71.72
Pepsi (PEP) 0.3 $1.6M 12k 130.74
Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $1.6M 44k 36.57
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $1.6M 40k 38.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.6M 4.2k 371.24
Spdr Gold Tr Gold Shs (GLD) 0.3 $1.5M 4.9k 315.48
Applied Materials (AMAT) 0.3 $1.5M 9.7k 153.03
Automatic Data Processing (ADP) 0.3 $1.4M 4.7k 303.30
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $1.4M 14k 100.14
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.3 $1.4M 44k 31.31
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.4M 11k 123.91
Boston Scientific Corporation (BSX) 0.3 $1.4M 13k 104.12
O'reilly Automotive (ORLY) 0.3 $1.3M 970.00 1386.64
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.3 $1.3M 34k 39.64
Walt Disney Company (DIS) 0.3 $1.3M 14k 92.17
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.3 $1.3M 38k 34.60
Honeywell International (HON) 0.3 $1.3M 6.1k 209.92
Lowe's Companies (LOW) 0.3 $1.2M 5.5k 223.02
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.3 $1.2M 30k 40.20
Simon Property (SPG) 0.3 $1.2M 7.6k 160.17
T Rowe Price Etf Price Blue Chip (TCHP) 0.3 $1.2M 30k 39.51
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.3 $1.2M 14k 82.92
American Express Company (AXP) 0.3 $1.2M 4.3k 275.40
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.3 $1.2M 19k 59.59
Chevron Corporation (CVX) 0.3 $1.2M 8.5k 135.60
First Tr Exchange-traded Dj Internt Idx (FDN) 0.3 $1.2M 4.9k 236.46
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.1k 1010.25
Huntington Bancshares Incorporated (HBAN) 0.2 $1.1M 76k 14.88
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.1M 17k 65.16
Tesla Motors (TSLA) 0.2 $1.1M 3.9k 275.37
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.0M 4.7k 219.20
ExlService Holdings (EXLS) 0.2 $1.0M 22k 46.67
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.0M 17k 58.93
Visa Com Cl A (V) 0.2 $991k 2.9k 347.68
Philip Morris International (PM) 0.2 $968k 5.6k 174.09
Vanguard Index Fds Value Etf (VTV) 0.2 $939k 5.6k 166.56
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $926k 24k 38.48
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $895k 7.3k 123.08
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $872k 21k 41.52
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $867k 23k 37.30
Palantir Technologies Cl A (PLTR) 0.2 $847k 7.8k 108.86
Pfizer (PFE) 0.2 $841k 37k 22.88
Anthem (ELV) 0.2 $841k 2.0k 413.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $820k 9.2k 88.82
Cintas Corporation (CTAS) 0.2 $813k 3.8k 213.31
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $806k 4.4k 182.90
Nextera Energy (NEE) 0.2 $783k 12k 66.54
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $774k 11k 72.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $769k 36k 21.54
International Business Machines (IBM) 0.2 $752k 3.0k 249.09
Intel Corporation (INTC) 0.2 $726k 36k 19.94
Illinois Tool Works (ITW) 0.2 $710k 3.0k 239.88
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $710k 5.4k 131.90
Raytheon Technologies Corp (RTX) 0.2 $707k 5.5k 128.16
Broadcom (AVGO) 0.2 $688k 3.4k 200.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $677k 13k 53.70
Stryker Corporation (SYK) 0.1 $672k 1.8k 377.61
UnitedHealth (UNH) 0.1 $667k 1.7k 394.51
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $667k 2.6k 256.27
Wells Fargo & Company (WFC) 0.1 $666k 9.1k 73.48
Altria (MO) 0.1 $664k 11k 60.48
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $658k 30k 22.10
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $656k 13k 49.79
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $651k 13k 51.09
First Financial Ban (FFBC) 0.1 $651k 27k 23.74
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $638k 4.4k 146.28
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $635k 18k 35.81
Caterpillar (CAT) 0.1 $625k 1.9k 320.93
Ishares Tr Select Divid Etf (DVY) 0.1 $625k 4.9k 128.75
Kimberly-Clark Corporation (KMB) 0.1 $608k 4.6k 132.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $599k 3.3k 182.01
General Dynamics Corporation (GD) 0.1 $594k 2.2k 270.62
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $585k 3.1k 190.75
Us Bancorp Del Com New (USB) 0.1 $574k 14k 40.98
Adobe Systems Incorporated (ADBE) 0.1 $567k 1.5k 382.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $556k 12k 46.58
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $549k 3.2k 170.04
Bank of America Corporation (BAC) 0.1 $549k 13k 40.84
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $546k 18k 30.70
Ishares Tr Ibonds 25 Trm Hg (IBHE) 0.1 $542k 23k 23.17
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $534k 21k 25.55
Starbucks Corporation (SBUX) 0.1 $533k 6.4k 82.78
Ishares Tr Ibonds 2026 Term (IBHF) 0.1 $529k 23k 23.05
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $522k 15k 35.98
Netflix (NFLX) 0.1 $519k 456.00 1137.69
Merck & Co (MRK) 0.1 $517k 6.5k 79.04
MPLX Com Unit Rep Ltd (MPLX) 0.1 $510k 10k 49.79
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $509k 8.8k 57.60
Mastercard Incorporated Cl A (MA) 0.1 $509k 910.00 559.01
ResMed (RMD) 0.1 $508k 2.1k 241.95
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $503k 15k 34.50
Vanguard World Inf Tech Etf (VGT) 0.1 $501k 895.00 559.24
CSX Corporation (CSX) 0.1 $498k 18k 28.09
Ball Corporation (BALL) 0.1 $496k 9.6k 51.68
Duke Energy Corp Com New (DUK) 0.1 $495k 4.0k 122.94
Novartis Sponsored Adr (NVS) 0.1 $491k 4.4k 110.56
Select Sector Spdr Tr Financial (XLF) 0.1 $490k 10k 49.16
Qualcomm (QCOM) 0.1 $478k 3.4k 139.89
3M Company (MMM) 0.1 $474k 3.4k 138.04
Kroger (KR) 0.1 $473k 6.5k 72.97
At&t (T) 0.1 $470k 17k 28.16
TJX Companies (TJX) 0.1 $462k 3.6k 128.47
Eaton Corp SHS (ETN) 0.1 $461k 1.5k 298.13
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $456k 1.8k 258.88
Matthews Asia Fds Emer Mkts Equity (MEM) 0.1 $438k 14k 30.34
New Jersey Resources Corporation (NJR) 0.1 $433k 8.9k 48.74
Amgen (AMGN) 0.1 $430k 1.6k 270.44
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $426k 3.4k 123.75
Intercontinental Exchange (ICE) 0.1 $425k 2.4k 175.19
American Electric Power Company (AEP) 0.1 $416k 3.9k 107.44
Unilever Spon Adr New (UL) 0.1 $415k 6.5k 63.90
Danaher Corporation (DHR) 0.1 $405k 2.1k 190.07
Nike CL B (NKE) 0.1 $401k 7.0k 57.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $400k 6.3k 63.59
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.1 $399k 12k 32.35
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $375k 5.6k 66.61
Southern Company (SO) 0.1 $372k 4.1k 91.21
Dupont De Nemours (DD) 0.1 $372k 5.7k 65.04
salesforce (CRM) 0.1 $370k 1.4k 273.42
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $370k 3.6k 101.66
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $368k 8.2k 45.16
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $367k 11k 33.44
Union Pacific Corporation (UNP) 0.1 $366k 1.7k 213.15
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $365k 687.00 531.07
FirstEnergy (FE) 0.1 $362k 8.4k 43.17
Morgan Stanley Com New (MS) 0.1 $362k 3.1k 118.32
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $362k 9.1k 39.85
Accenture Plc Ireland Shs Class A (ACN) 0.1 $362k 1.2k 303.80
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $358k 4.4k 81.05
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $356k 2.1k 172.27
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $353k 4.0k 88.85
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $353k 9.2k 38.28
Oneok (OKE) 0.1 $347k 4.4k 79.29
Lakeland Financial Corporation (LKFN) 0.1 $345k 5.8k 59.51
Pinnacle West Capital Corporation (PNW) 0.1 $345k 3.7k 93.47
W.W. Grainger (GWW) 0.1 $345k 331.00 1041.87
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $343k 711.00 481.71
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $342k 4.5k 76.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $338k 15k 23.15
Discover Financial Services 0.1 $336k 1.8k 188.10
Ge Aerospace Com New (GE) 0.1 $333k 1.6k 208.54
Shopify Cl A (SHOP) 0.1 $325k 3.5k 93.83
Cooper Cos (COO) 0.1 $322k 4.0k 80.57
NiSource (NI) 0.1 $321k 8.2k 39.36
Clorox Company (CLX) 0.1 $319k 2.4k 135.04
ConocoPhillips (COP) 0.1 $310k 3.5k 87.63
Verizon Communications (VZ) 0.1 $309k 7.0k 44.15
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $309k 6.6k 46.53
Constellation Energy (CEG) 0.1 $306k 1.1k 273.82
Metropcs Communications (TMUS) 0.1 $305k 1.2k 253.82
Mondelez Intl Cl A (MDLZ) 0.1 $304k 4.5k 67.52
Allstate Corporation (ALL) 0.1 $303k 1.5k 202.04
Ishares Tr Core Div Grwth (DGRO) 0.1 $297k 4.9k 60.08
Deere & Company (DE) 0.1 $296k 623.00 475.52
Advanced Micro Devices (AMD) 0.1 $296k 3.0k 98.62
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $292k 19k 15.81
Abbott Laboratories (ABT) 0.1 $284k 2.1k 133.06
GSK Sponsored Adr (GSK) 0.1 $284k 7.6k 37.50
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $282k 7.5k 37.83
Ishares Tr Rus 1000 Etf (IWB) 0.1 $282k 917.00 307.11
Steel Dynamics (STLD) 0.1 $281k 2.1k 131.17
Bristol Myers Squibb (BMY) 0.1 $279k 5.9k 47.57
ConAgra Foods (CAG) 0.1 $277k 12k 23.35
Lyondellbasell Industries N Shs - A - (LYB) 0.1 $277k 4.9k 55.89
Emerson Electric (EMR) 0.1 $276k 2.6k 107.29
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.1 $271k 2.8k 95.48
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $259k 9.2k 28.24
Cardinal Health (CAH) 0.1 $255k 1.7k 151.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $253k 2.1k 118.13
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.1 $252k 5.7k 44.16
FedEx Corporation (FDX) 0.1 $251k 1.2k 213.38
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $250k 10k 25.09
Timothy Plan Intl Etf (TPIF) 0.1 $245k 8.0k 30.66
Ishares Tr Tips Bd Etf (TIP) 0.1 $243k 2.2k 109.24
Enbridge (ENB) 0.1 $240k 5.2k 46.16
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $239k 1.9k 122.95
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $238k 2.5k 94.03
Watsco, Incorporated (WSO) 0.1 $238k 500.00 474.91
Corteva (CTVA) 0.1 $237k 3.8k 62.45
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.1 $234k 7.2k 32.69
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $232k 6.3k 36.91
The Trade Desk Com Cl A (TTD) 0.1 $231k 4.2k 55.63
Chubb (CB) 0.1 $231k 798.00 289.00
Iron Mountain (IRM) 0.0 $228k 2.4k 96.94
Thor Industries (THO) 0.0 $227k 3.1k 74.25
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $222k 5.9k 37.62
Ishares Gold Tr Ishares New (IAU) 0.0 $222k 3.4k 64.57
Tractor Supply Company (TSCO) 0.0 $221k 4.3k 51.02
Goldman Sachs (GS) 0.0 $218k 397.00 549.63
Comcast Corp Cl A (CMCSA) 0.0 $217k 6.3k 34.49
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $212k 3.5k 59.86
Evergy (EVRG) 0.0 $211k 3.0k 69.26
Axon Enterprise (AXON) 0.0 $211k 350.00 601.67
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $207k 3.6k 57.91
Waters Corporation (WAT) 0.0 $203k 600.00 339.02
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.0 $202k 6.0k 33.52
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $202k 3.0k 66.65
Prologis (PLD) 0.0 $200k 1.9k 104.53
Horizon Ban (HBNC) 0.0 $193k 13k 14.93
Ford Motor Company (F) 0.0 $168k 16k 10.44
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.0 $68k 12k 5.65
Inotiv (NOTV) 0.0 $24k 14k 1.76
Ocuphire Pharma (IRD) 0.0 $14k 15k 0.93
Relmada Therapeutics (RLMD) 0.0 $3.6k 10k 0.36