Bedel Financial Consulting

Bedel Financial Consulting as of March 31, 2026

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