Bedel Financial Consulting

Bedel Financial Consulting as of Dec. 31, 2025

Portfolio Holdings for Bedel Financial Consulting

Bedel Financial Consulting holds 289 positions in its portfolio as reported in the December 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) 9.6 $56M 1.5M 38.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 6.0 $35M 692k 50.29
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.1 $24M 739k 32.57
Apple (AAPL) 3.6 $21M 78k 271.86
Vanguard Wellington Short Trm Tax Ex (VTES) 2.9 $17M 165k 101.58
Microsoft Corporation (MSFT) 2.8 $16M 34k 483.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 2.6 $15M 160k 93.97
Ishares Tr Eafe Grwth Etf (EFG) 2.4 $14M 122k 113.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $13M 19k 681.93
Ishares Tr MRGSTR MD CP GRW (IMCG) 2.2 $13M 159k 79.84
Capital Group Growth Etf Shs Creation Uni (CGGR) 2.2 $13M 282k 44.47
JPMorgan Chase & Co. (JPM) 1.8 $10M 32k 322.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $9.4M 19k 502.65
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 1.6 $9.3M 237k 39.12
Ssga Active Etf Tr State Street Dou (TOTL) 1.6 $9.2M 228k 40.25
Ishares Tr Core S&p500 Etf (IVV) 1.3 $7.7M 11k 684.93
First Tr Exchange-traded A Sml Cp Grw Alp (FYC) 1.2 $7.2M 74k 96.12
Ishares Tr Mrgstr Md Cp Val (IMCV) 1.2 $7.1M 86k 82.34
Alphabet Cap Stk Cl A (GOOGL) 1.1 $6.6M 21k 313.00
American Centy Etf Tr Focused Lrg Cap (FLV) 1.1 $6.3M 83k 75.77
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.1 $6.2M 78k 79.73
Vanguard Index Fds Total Stk Mkt (VTI) 1.0 $5.8M 17k 335.26
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.9 $5.3M 7.00 754800.00
Ishares Tr International Sl (ISCF) 0.9 $5.0M 121k 41.48
NVIDIA Corporation (NVDA) 0.8 $4.7M 25k 186.50
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.8 $4.7M 78k 60.17
Alphabet Cap Stk Cl C (GOOG) 0.8 $4.7M 15k 313.80
Ishares Tr Mrgstr Md Cp Etf (IMCB) 0.8 $4.4M 54k 82.73
Dimensional Etf Trust Internatnal Val (DFIV) 0.8 $4.4M 87k 49.90
Global X Fds Rate Preferred (PFFV) 0.7 $4.2M 188k 22.22
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $4.0M 67k 59.54
Eli Lilly & Co. Put Option (LLY) 0.7 $4.0M 345k 11.46
Ishares Tr Rus Mid Cap Etf (IWR) 0.7 $3.9M 40k 96.27
Cummins (CMI) 0.6 $3.6M 7.1k 510.45
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $3.5M 18k 198.62
Spdr Gold Tr Gold Shs (GLD) 0.6 $3.3M 8.4k 396.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $3.2M 5.1k 627.09
Amazon (AMZN) 0.6 $3.2M 14k 230.83
Oracle Corporation (ORCL) 0.5 $3.0M 15k 194.91
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.5 $3.0M 61k 49.14
Ishares Tr Russell 2000 Etf (IWM) 0.5 $3.0M 12k 246.16
Exxon Mobil Corporation (XOM) 0.5 $2.9M 24k 120.34
American Centy Etf Tr Us Quality Grow (QGRO) 0.5 $2.8M 25k 114.52
Wal-Mart Stores (WMT) 0.5 $2.8M 25k 111.41
Innovator Etfs Trust Intrnl Dev July (IJUL) 0.5 $2.8M 82k 33.51
Johnson & Johnson (JNJ) 0.5 $2.8M 13k 206.95
Abbvie (ABBV) 0.5 $2.7M 12k 228.48
Ishares Tr Msci Eafe Etf (EFA) 0.4 $2.6M 27k 96.03
Applied Materials (AMAT) 0.4 $2.4M 9.2k 256.99
Cisco Systems (CSCO) 0.4 $2.3M 30k 77.03
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.2M 4.5k 487.86
Tidal Trust I Gotham Enhncd (GSPY) 0.4 $2.2M 59k 36.83
McDonald's Corporation (MCD) 0.4 $2.2M 7.1k 305.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $2.2M 33k 66.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.1M 4.5k 473.33
Meta Platforms Cl A (META) 0.3 $2.0M 3.1k 660.08
First Tr Exchange-traded A Com Shs (FNX) 0.3 $2.0M 16k 125.98
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $2.0M 29k 67.13
Home Depot (HD) 0.3 $1.9M 5.5k 344.07
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.3 $1.9M 51k 36.63
Intuitive Surgical Com New (ISRG) 0.3 $1.8M 3.2k 566.36
Spdr Series Trust State Street Spd (SPSM) 0.3 $1.8M 39k 46.86
Pepsi (PEP) 0.3 $1.8M 13k 143.52
Ishares Tr Ibonds 2026 Term (IBHF) 0.3 $1.8M 77k 23.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.8M 24k 73.56
Procter & Gamble Company (PG) 0.3 $1.7M 12k 143.31
Coca-Cola Company (KO) 0.3 $1.7M 25k 69.91
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.3 $1.7M 39k 43.92
Pacer Fds Tr Us Small Cap Cas (CALF) 0.3 $1.7M 38k 44.37
American Express Company (AXP) 0.3 $1.7M 4.5k 369.96
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.6M 30k 53.76
Palantir Technologies Cl A (PLTR) 0.3 $1.6M 9.0k 177.75
Walt Disney Company (DIS) 0.3 $1.6M 14k 113.77
T Rowe Price Etf Price Blue Chip (TCHP) 0.3 $1.6M 32k 49.86
Tesla Motors (TSLA) 0.3 $1.6M 3.5k 449.67
Simon Property (SPG) 0.3 $1.5M 7.9k 185.11
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $1.5M 10k 141.05
Innovator Etfs Trust Us Eqty Ultra B (UOCT) 0.2 $1.4M 36k 39.04
Lowe's Companies (LOW) 0.2 $1.4M 5.8k 241.17
Boston Scientific Corporation (BSX) 0.2 $1.4M 15k 95.35
Chevron Corporation (CVX) 0.2 $1.3M 8.8k 152.42
Huntington Bancshares Incorporated (HBAN) 0.2 $1.3M 77k 17.35
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.3M 4.9k 269.18
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $1.3M 28k 46.43
Honeywell International (HON) 0.2 $1.3M 6.5k 195.09
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $1.2M 12k 100.34
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.2 $1.2M 19k 66.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $1.2M 16k 75.44
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.2 $1.2M 18k 69.67
Automatic Data Processing (ADP) 0.2 $1.2M 4.7k 257.22
Raytheon Technologies Corp (RTX) 0.2 $1.2M 6.4k 183.40
Broadcom (AVGO) 0.2 $1.1M 3.3k 346.11
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.2 $1.1M 15k 76.23
Caterpillar (CAT) 0.2 $1.1M 2.0k 572.86
Visa Com Cl A (V) 0.2 $1.1M 3.1k 350.75
Vanguard Index Fds Small Cp Etf (VB) 0.2 $1.1M 4.3k 257.97
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.1M 5.2k 210.32
Vanguard Index Fds Value Etf (VTV) 0.2 $1.1M 5.7k 190.97
Vanguard World Inf Tech Etf (VGT) 0.2 $1.1M 1.4k 753.77
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $1.1M 9.1k 119.35
Ishares Tr Sp Smcp600vl Etf (IJS) 0.2 $1.1M 9.4k 113.72
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $1.0M 24k 43.72
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.0M 7.4k 136.94
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.2 $989k 24k 41.78
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $962k 21k 47.02
International Business Machines (IBM) 0.2 $948k 3.2k 296.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $940k 36k 26.23
Anthem (ELV) 0.2 $939k 2.7k 350.52
Costco Wholesale Corporation (COST) 0.2 $939k 1.1k 862.61
Philip Morris International (PM) 0.2 $924k 5.8k 160.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $907k 33k 27.43
Ishares Tr Core S&p Us Gwt (IUSG) 0.2 $903k 5.4k 167.94
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $898k 2.8k 323.01
Nextera Energy (NEE) 0.2 $898k 11k 80.28
Bank of America Corporation (BAC) 0.2 $891k 16k 55.00
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $887k 4.9k 181.22
Intel Corporation (INTC) 0.2 $885k 24k 36.90
ExlService Holdings (EXLS) 0.2 $879k 21k 42.44
General Dynamics Corporation (GD) 0.1 $844k 2.5k 336.71
Pfizer (PFE) 0.1 $835k 34k 24.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $830k 9.4k 88.49
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $829k 11k 77.53
Wells Fargo & Company (WFC) 0.1 $814k 8.7k 93.20
O'reilly Automotive (ORLY) 0.1 $795k 8.7k 91.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $789k 29k 26.91
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $764k 2.6k 290.22
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $763k 11k 71.42
Illinois Tool Works (ITW) 0.1 $747k 3.0k 246.31
Merck & Co (MRK) 0.1 $729k 6.9k 105.26
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.1 $722k 18k 40.72
Cintas Corporation (CTAS) 0.1 $717k 3.8k 188.07
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $716k 3.7k 191.54
Us Bancorp Del Com New (USB) 0.1 $711k 13k 53.36
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $709k 11k 62.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $707k 3.3k 211.79
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $703k 19k 38.00
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $692k 2.3k 303.90
First Financial Ban (FFBC) 0.1 $686k 27k 25.02
Ishares Tr Select Divid Etf (DVY) 0.1 $685k 4.9k 141.15
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $678k 13k 52.41
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $665k 13k 50.43
Advanced Micro Devices (AMD) 0.1 $660k 3.1k 214.16
Novartis Sponsored Adr (NVS) 0.1 $647k 4.7k 137.88
CSX Corporation (CSX) 0.1 $643k 18k 36.25
Morgan Stanley Com New (MS) 0.1 $594k 3.3k 177.52
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $594k 2.7k 219.75
Stryker Corporation (SYK) 0.1 $592k 1.7k 351.56
Qualcomm (QCOM) 0.1 $590k 3.5k 171.03
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $588k 8.8k 66.52
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.1 $574k 15k 39.59
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $574k 15k 39.33
MPLX Com Unit Rep Ltd (MPLX) 0.1 $559k 11k 53.37
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $552k 10k 54.77
Altria (MO) 0.1 $551k 9.6k 57.66
TJX Companies (TJX) 0.1 $545k 3.5k 153.63
Duke Energy Corp Com New (DUK) 0.1 $542k 4.6k 117.20
Amgen (AMGN) 0.1 $526k 1.6k 327.31
Mastercard Incorporated Cl A (MA) 0.1 $518k 907.00 571.05
Matthews Asia Fds Emer Mkts Equity (MEM) 0.1 $517k 14k 35.81
Ball Corporation (BALL) 0.1 $509k 9.6k 52.97
Eaton Corp SHS (ETN) 0.1 $508k 1.6k 318.42
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $507k 3.2k 160.97
Ge Aerospace Com New (GE) 0.1 $491k 1.6k 308.06
3M Company (MMM) 0.1 $488k 3.0k 160.10
Capital One Financial (COF) 0.1 $487k 2.0k 242.39
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $486k 3.4k 141.16
Danaher Corporation (DHR) 0.1 $482k 2.1k 228.95
Kroger (KR) 0.1 $480k 7.7k 62.48
Union Pacific Corporation (UNP) 0.1 $480k 2.1k 231.28
At&t (T) 0.1 $467k 19k 24.84
Constellation Energy (CEG) 0.1 $458k 1.3k 353.23
Kimberly-Clark Corporation (KMB) 0.1 $457k 4.5k 100.89
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $446k 8.2k 54.71
American Electric Power Company (AEP) 0.1 $446k 3.9k 115.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $433k 705.00 614.50
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $431k 15k 28.48
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $426k 3.5k 120.18
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $423k 5.6k 75.05
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL) 0.1 $423k 11k 38.75
Starbucks Corporation (SBUX) 0.1 $419k 5.0k 84.22
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $415k 687.00 603.28
New Jersey Resources Corporation (NJR) 0.1 $412k 8.9k 46.12
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $408k 4.0k 102.54
Pgim Etf Tr Ultra Short Muni (PUSH) 0.1 $403k 8.0k 50.40
Intercontinental Exchange (ICE) 0.1 $400k 2.5k 161.96
Netflix (NFLX) 0.1 $398k 4.2k 93.76
Southern Company (SO) 0.1 $396k 4.5k 87.19
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $382k 8.5k 44.94
ConocoPhillips (COP) 0.1 $380k 4.1k 93.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $380k 4.5k 83.76
Unilever Spon Adr New (UL) 0.1 $377k 5.8k 65.40
FirstEnergy (FE) 0.1 $377k 8.4k 44.77
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.1 $373k 8.6k 43.26
Blackrock Etf Trust Ii Short Duration H (SHYM) 0.1 $371k 17k 22.22
GSK Sponsored Adr (GSK) 0.1 $371k 7.6k 49.04
UnitedHealth (UNH) 0.1 $363k 1.1k 330.20
Accenture Plc Ireland Shs Class A (ACN) 0.1 $361k 1.3k 268.30
Blackrock (BLK) 0.1 $358k 334.00 1070.76
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $356k 4.6k 77.88
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $353k 6.4k 55.05
Steel Dynamics (STLD) 0.1 $347k 2.0k 169.45
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $347k 13k 27.21
Boeing Company (BA) 0.1 $347k 1.6k 217.18
Cardinal Health (CAH) 0.1 $346k 1.7k 205.50
Goldman Sachs (GS) 0.1 $345k 392.00 879.00
Ishares Tr Rus 1000 Etf (IWB) 0.1 $342k 917.00 373.44
Emerson Electric (EMR) 0.1 $341k 2.6k 132.74
W.W. Grainger (GWW) 0.1 $339k 336.00 1009.05
salesforce (CRM) 0.1 $333k 1.3k 264.91
Pinnacle West Capital Corporation (PNW) 0.1 $327k 3.7k 88.70
Ishares Tr Core Div Grwth (DGRO) 0.1 $325k 4.7k 69.42
Oneok (OKE) 0.1 $323k 4.4k 73.49
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $322k 3.4k 94.15
FedEx Corporation (FDX) 0.1 $317k 1.1k 288.83
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.1 $315k 8.5k 37.13
Thor Industries (THO) 0.1 $314k 3.1k 102.67
Bristol Myers Squibb (BMY) 0.1 $312k 5.8k 53.94
Allstate Corporation (ALL) 0.1 $312k 1.5k 208.20
Ishares Gold Tr Ishares New (IAU) 0.1 $308k 3.8k 81.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $302k 2.1k 141.06
Verizon Communications (VZ) 0.1 $297k 7.3k 40.73
Abbott Laboratories (ABT) 0.1 $297k 2.4k 125.29
Deere & Company (DE) 0.1 $295k 634.00 465.49
Ishares Msci Gbl Gold Mn (RING) 0.1 $292k 4.0k 73.63
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $291k 9.2k 31.66
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $289k 2.9k 100.38
Citigroup Com New (C) 0.0 $287k 2.5k 116.71
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $287k 2.0k 143.32
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $286k 6.6k 43.25
Ishares Silver Tr Ishares (SLV) 0.0 $284k 4.4k 64.42
Chubb (CB) 0.0 $277k 888.00 312.12
Prologis (PLD) 0.0 $277k 2.2k 127.66
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $274k 17k 16.49
Calamos Etf Tr Calamos Bit 90 S (CBXJ) 0.0 $274k 12k 22.67
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.0 $273k 2.8k 95.95
Corteva (CTVA) 0.0 $260k 3.9k 67.03
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.0 $260k 2.5k 102.42
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.0 $256k 5.9k 43.38
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $251k 9.7k 25.76
Ishares Tr Tips Bd Etf (TIP) 0.0 $250k 2.3k 109.89
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $249k 1.7k 143.97
Materion Corporation (MTRN) 0.0 $249k 2.0k 124.32
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.0 $248k 3.6k 69.47
Metropcs Communications (TMUS) 0.0 $245k 1.2k 203.01
Timothy Plan Intl Etf (TPIF) 0.0 $244k 7.0k 34.68
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $244k 2.8k 85.78
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.0 $244k 4.9k 49.86
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $243k 2.9k 83.62
Mondelez Intl Cl A (MDLZ) 0.0 $243k 4.5k 53.82
ResMed (RMD) 0.0 $241k 1.0k 240.87
Ge Vernova (GEV) 0.0 $240k 367.00 653.57
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD) 0.0 $239k 6.6k 36.48
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $237k 1.5k 155.12
Ishares Tr Core Msci Total (IXUS) 0.0 $234k 2.8k 84.64
Select Sector Spdr Tr State Street Con (XLY) 0.0 $233k 1.9k 119.42
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD) 0.0 $232k 9.6k 24.20
NiSource (NI) 0.0 $231k 5.5k 41.76
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $231k 5.1k 45.13
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $228k 3.1k 73.34
Waters Corporation (WAT) 0.0 $228k 600.00 379.83
D-wave Quantum (QBTS) 0.0 $227k 8.7k 26.15
McKesson Corporation (MCK) 0.0 $227k 277.00 820.29
Strategy Eventide High Di (ELCV) 0.0 $227k 8.5k 26.54
Evergy (EVRG) 0.0 $223k 3.1k 72.50
Astrazeneca Sponsored Adr 0.0 $221k 2.4k 91.93
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $220k 3.5k 62.15
Horizon Ban (HBNC) 0.0 $219k 13k 16.96
Ishares Tr U.s. Tech Etf (IYW) 0.0 $218k 1.1k 199.68
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $217k 779.00 279.03
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $217k 3.3k 65.10
Dimensional Etf Trust Us High Profitab (DUHP) 0.0 $216k 5.7k 38.03
Prudential Financial (PRU) 0.0 $215k 1.9k 112.88
Welltower Inc Com reit (WELL) 0.0 $214k 1.2k 185.61
Nike CL B (NKE) 0.0 $213k 3.3k 63.71
Exelon Corporation (EXC) 0.0 $213k 4.9k 43.59
Innovator Etfs Trust Emrgng Mkt Jan (EJAN) 0.0 $210k 6.2k 33.79
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY) 0.0 $209k 5.7k 36.57
Enbridge (ENB) 0.0 $209k 4.4k 47.83
Medtronic SHS (MDT) 0.0 $208k 2.2k 96.05
Lockheed Martin Corporation (LMT) 0.0 $205k 424.00 483.92
Crowdstrike Hldgs Cl A (CRWD) 0.0 $204k 436.00 468.76
Lincoln National Corporation (LNC) 0.0 $204k 4.6k 44.53
ConAgra Foods (CAG) 0.0 $203k 12k 17.31
Lumentum Hldgs (LITE) 0.0 $202k 547.00 368.59
Tractor Supply Company (TSCO) 0.0 $200k 4.0k 50.01
Eaton Vance Sr Income Tr Sh Ben Int (EVF) 0.0 $63k 12k 5.27
Relmada Therapeutics (RLMD) 0.0 $48k 10k 4.83
Ocuphire Pharma (IRD) 0.0 $30k 15k 2.01
Inotiv (NOTV) 0.0 $8.4k 15k 0.56