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CIK: 0001730511
Total reported value
$1.1B
$1.1B
266 檔
35.8%
The Q4 2024 SEC filing reveals that Bedel Financial Consulting, Inc. held a total portfolio value of $1.1B, covering 266 public equity positions.
During Q4 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 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 38.20% | +3.21% | +0.65% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 5.60% | -0.57% | +7.19% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.47% | -0.61% | +2.83% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.09% | +0.30% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.03% | +0.08% | +2.39% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.95% | -0.22% | -0.78% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.71% | -0.09% | +1.05% | |
| 8 | CGGR | Cap Group Growth Equity | ETF-Other | 1.54% | +0.01% | +3.01% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.53% | -0.13% | +1.58% | |
| 10 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.24% | -0.13% | -1.16% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.11% | -0.56% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.16% | -0.07% | -0.74% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.12% | -0.15% | -0.37% | |
| 14 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.02% | +0.09% | +4.97% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | -0.12% | -11.74% | |
| 16 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.77% | -0.03% | +7.46% | |
| 17 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.75% | -0.06% | -2.25% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.69% | -0.08% | — | |
| 19 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.60% | +0.09% | +5.22% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | — | +2.59% | |
| 21 | FLV | American Century Focused Lar | ETF-Other | 0.59% | -0.03% | -0.35% | |
| 22 | ISCF | Ishares International Small | ETF-Other | 0.56% | -0.08% | +8.31% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.09% | +1.14% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.55% | -0.10% | +7.38% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.50% | -0.02% | +1.82% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.47% | -0.01% | +26.12% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.47% | — | -4.99% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.07% | +0.11% | |
| 29 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.44% | +0.02% | +27.27% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | — | +4.52% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | — | +11.71% | |
| 32 | DFIV | Dimensional International Va | ETF-Other | 0.43% | -0.08% | +4.11% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | -0.01% | -3.49% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | -0.60% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.09% | -3.77% | |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.35% | -0.01% | +10.08% | |
| 37 | CMI | Cummins Inc | Stock-Industrials | 0.34% | +0.07% | -0.51% | |
| 38 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.34% | +0.04% | +1.16% | |
| 39 | QGRO | American Century US Quality | ETF-Other | 0.34% | -0.02% | -2.56% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | -0.01% | +1.42% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.16% | -4.14% | |
| 42 | IJUL | Innovator International Deve | ETF-Other | 0.33% | -0.02% | -1.73% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.05% | +7.00% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.02% | +0.44% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.31% | -0.02% | +2.74% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | +4.67% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.02% | +0.41% | |
| 48 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.28% | -0.01% | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.28% | -0.03% | +12.87% | |
| 50 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.27% | -0.01% | +4.18% |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 266 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 35.8% of total reported equity market value during Q4 2024.
During Q4 2024, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (38.2%)、DFAI (5.6%)、VTEB (4.5%). The largest single position, LLY, represented 38.2% of total portfolio value.
In Q4 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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