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CIK: 0001730511
Total reported value
$1.1B
$1.1B
252 檔
32.9%
According to the latest 13F quarterly dataset, Bedel Financial Consulting, Inc. managed an equity portfolio of $1.1B at the end of Q1 2024, spanning 252 distinct U.S. exchange-listed positions.
During Q1 2024, Bedel Financial Consulting, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 40.31% | +3.21% | -0.09% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 5.29% | -0.57% | +5.45% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.96% | -0.61% | -0.17% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.22% | +0.16% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.21% | +0.09% | +0.26% | |
| 6 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.10% | +0.08% | +2.03% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.03% | -0.09% | -0.16% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 1.38% | +0.01% | +1.67% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | -0.13% | +3.08% | |
| 10 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.28% | -0.13% | -3.01% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.25% | -0.15% | +2.47% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | -0.11% | -0.11% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | -0.12% | -0.19% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.98% | -0.07% | +1.49% | |
| 15 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.91% | -0.06% | -3.44% | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.90% | +0.09% | +1.98% | |
| 17 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.70% | -0.03% | +2.87% | |
| 18 | FLV | American Century Focused Lar | ETF-Other | 0.66% | -0.03% | +1.92% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.61% | — | -1.98% | |
| 20 | ISCF | Ishares International Small | ETF-Other | 0.53% | -0.08% | +1.55% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.02% | -0.70% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.49% | -0.10% | +15.44% | |
| 23 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.48% | +0.09% | +3.58% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | +2.05% | |
| 25 | DFIV | Dimensional International Va | ETF-Other | 0.46% | -0.08% | -1.04% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.09% | +0.26% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.16% | -3.71% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.39% | — | +3.56% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.37% | -0.01% | +33.40% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.07% | +1.28% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.05% | +0.10% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | — | +0.11% | |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.35% | -0.01% | +5.16% | |
| 34 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.35% | +0.04% | +1.02% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | -0.01% | -0.54% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.01% | +5.70% | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.33% | -0.07% | -0.38% | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 0.33% | +0.07% | -0.30% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.31% | -0.03% | -4.49% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.02% | -1.59% | |
| 41 | AMAT | Applied Materials Inc | Stock-Tech | 0.31% | +0.24% | +0.13% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | -0.02% | +396.00% | |
| 43 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.30% | -0.01% | — | |
| 44 | QGRO | American Century US Quality | ETF-Other | 0.30% | -0.02% | +8.44% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -9.39% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.29% | -0.04% | -0.41% | |
| 47 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.27% | +0.02% | +9.80% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.03% | +2.45% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.09% | +200.78% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.25% | +0.04% | -0.06% |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 252 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 32.9% of total reported equity market value during Q1 2024.
During Q1 2024, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (40.3%)、DFAI (5.3%)、VTEB (5.0%). The largest single position, LLY, represented 40.3% of total portfolio value.
In Q1 2024, Bedel Financial Consulting, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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