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CIK: 0001730511
Total reported value
$1.1B
$1.1B
260 檔
34.3%
In Q1 2025, Bedel Financial Consulting, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 260 disclosed stock positions.
In Q1 2025, Bedel Financial Consulting, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 36.64% | +3.21% | +0.82% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.49% | -0.57% | +4.92% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 4.62% | -0.61% | +2.92% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.30% | +0.09% | +0.33% | |
| 5 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.25% | +0.08% | +3.71% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.22% | -1.49% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.83% | -0.09% | +0.44% | |
| 8 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 1.58% | +0.09% | +63.92% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.56% | -0.13% | +6.94% | |
| 10 | CGGR | Cap Group Growth Equity | ETF-Other | 1.44% | +0.01% | +0.83% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | -0.11% | -0.27% | |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.23% | -0.15% | +6.47% | |
| 13 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.21% | -0.13% | — | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | -0.07% | +0.75% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.12% | +0.43% | |
| 16 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.77% | -0.03% | +3.76% | |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.77% | -0.08% | — | |
| 18 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.75% | -0.06% | +0.18% | |
| 19 | FYC | First Trust Small Cap Growth | ETF-Small Cap | 0.71% | +0.09% | +32.57% | |
| 20 | FLV | American Century Focused Lar | ETF-Other | 0.66% | -0.03% | +13.98% | |
| 21 | ISCF | Ishares International Small | ETF-Other | 0.64% | -0.08% | +2.32% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.62% | — | +0.85% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.62% | -0.10% | +22.88% | |
| 24 | DFIV | Dimensional International Va | ETF-Other | 0.50% | -0.08% | +2.55% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | +0.09% | +2.46% | |
| 26 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.49% | +0.02% | +15.60% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | -0.02% | +0.03% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.42% | -0.01% | -5.80% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | — | -8.98% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.07% | +0.16% | |
| 31 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.37% | +0.04% | +7.30% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.37% | — | +4.88% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.09% | +0.40% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | -0.01% | -3.08% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.36% | — | -7.27% | |
| 36 | IJUL | Innovator International Deve | ETF-Other | 0.36% | -0.02% | — | |
| 37 | QGRO | American Century US Quality | ETF-Other | 0.34% | -0.02% | +7.05% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.01% | +0.54% | |
| 39 | DFAT | Dimensional US Target Value | ETF-Other | 0.33% | +0.07% | +64.61% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.33% | -0.04% | +0.28% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.33% | -0.05% | -0.85% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.32% | -0.16% | -0.24% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.31% | -0.03% | +0.10% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.07% | +17.95% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.02% | +0.68% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.02% | +1.86% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.28% | +0.07% | +0.85% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | +0.42% | |
| 49 | GSPY | Gotham Enhanced 500 ETF | ETF-Other | 0.27% | -0.01% | +5.35% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.26% | +0.04% | +1.14% |
According to official SEC Form 13F filings, Bedel Financial Consulting, Inc. reported a total U.S. public equity portfolio value of $1.1B across 260 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including LLY, DFAI, VTEB) accounted for 34.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $255.7M
During Q1 2025, Bedel Financial Consulting, Inc.'s top holdings by market value included LLY (36.6%)、DFAI (6.5%)、VTEB (4.6%). The largest single position, LLY, represented 36.6% of total portfolio value.
In Q1 2025, Bedel Financial Consulting, Inc. made 200 total portfolio adjustments, initiating 200 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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