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CIK: 0001730511
Total reported value
$1.1B
$1.1B
258 檔
36.9%
As reported in its official Q3 2024 Form 13F filing, Bedel Financial Consulting, Inc.'s tracked investment portfolio stood at $1.1B with 258 total positions.
During Q3 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 258 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 40.74% | +3.21% | -0.37% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 5.49% | -0.57% | +5.97% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.49% | -0.61% | +0.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.09% | -1.79% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.13% | +0.08% | +0.92% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.22% | +2.88% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.80% | -0.09% | -2.02% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | -0.13% | +7.91% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-Other | 1.33% | +0.01% | +0.25% | |
| 10 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.13% | -0.55% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.11% | -0.37% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.18% | -0.15% | +1.67% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | -0.12% | +3.89% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.07% | -0.78% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.90% | +0.09% | +6.72% | |
| 16 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.79% | -0.06% | -4.23% | |
| 17 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.73% | -0.03% | +6.66% | |
| 18 | FLV | American Century Focused Lar | ETF-Other | 0.61% | -0.03% | +1.87% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | — | +4.00% | |
| 20 | ISCF | Ishares International Small | ETF-Other | 0.56% | -0.08% | +5.34% | |
| 21 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.53% | +0.09% | +4.37% | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.51% | -0.10% | +5.60% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.49% | -0.02% | -0.80% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.09% | +6.63% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | +3.89% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.43% | -0.08% | +0.01% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.01% | -2.55% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.07% | +6.44% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | — | +4.70% | |
| 30 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | +6.90% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.16% | -8.67% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.36% | -0.01% | +1.34% | |
| 33 | IJUL | Innovator International Deve | ETF-Other | 0.35% | -0.02% | +533.59% | |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.34% | -0.01% | +7.60% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.01% | +0.29% | |
| 36 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.34% | +0.04% | +3.01% | |
| 37 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.34% | +0.02% | +18.33% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.34% | — | -5.12% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.05% | -1.75% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.02% | +3.29% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.09% | +3.75% | |
| 42 | CMI | Cummins Inc | Stock-Industrials | 0.30% | +0.07% | -6.57% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.30% | -0.07% | +3.18% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | -0.02% | +6.03% | |
| 45 | QGRO | American Century US Quality | ETF-Other | 0.30% | -0.02% | +1.41% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.02% | +5.91% | |
| 47 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.28% | -0.01% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | +0.24% | -1.20% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.26% | -0.03% | +5.21% | |
| 50 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.25% | -0.01% | +1.81% |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 258 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 36.9% of total reported equity market value during Q3 2024.
During Q3 2024, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (40.7%)、DFAI (5.5%)、VTEB (4.5%). The largest single position, LLY, represented 40.7% of total portfolio value.
In Q3 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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