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Size ($ in 1000's)
At 12/31/2023: $545,677
At 09/30/2023: $493,925
Bedel Financial Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bedel Financial Consulting Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Bedel Financial Consulting Inc. top holdings by largest position size, as per the latest 13f filing made by Bedel Financial Consulting Inc..
In the Bedel Financial Consulting Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bedel Financial Consulting Inc. in that top holding, then the share count change between reporting periods, and finally the Bedel Financial Consulting Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 ELI LILLY & CO |
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$192,142 | | LLY | 330,513 | +4,972 | $192,663 | | Put | 15,200 | +15,200 | $521 | | VANGUARD MUN BD FDS (VTEB) |
626,203 |
+32,011 |
$31,968 | | VTEB | 626,203 | +32,011 | $31,968 | | DIMENSIONAL ETF TRUST (DFAI) |
1,057,655 |
+18,270 |
$30,291 | | DFAI | 1,057,655 | +18,270 | $30,291 | | APPLE INC |
82,031 |
-888 |
$15,794 | | AAPL | 82,031 | -888 | $15,794 | | MICROSOFT CORP |
34,134 |
-1,979 |
$12,836 | | MSFT | 34,134 | -1,979 | $12,836 | | DIMENSIONAL ETF TRUST (DFAE) |
531,781 |
+15,630 |
$12,821 | | DFAE | 531,781 | +15,630 | $12,821 | | ISHARES TR (EFG) |
124,677 |
-366 |
$12,075 | | EFG | 124,677 | -366 | $12,075 | | INNOVATOR ETFS TR (PAPR) |
250,501 |
UNCH |
$8,189 | | PAPR | 250,501 | UNCH | $8,189 | | SSGA ACTIVE ETF TR (TOTL) |
194,700 |
-50,225 |
$7,837 | | TOTL | 194,700 | -50,225 | $7,837 | | SPDR S&P 500 ETF TR (SPY) |
16,063 |
+456 |
$7,635 | | SPY | 16,063 | +456 | $7,635 | | CAPITAL GROUP GROWTH ETF (CGGR) |
270,062 |
+6,963 |
$7,624 | | CGGR | 270,062 | +6,963 | $7,624 | | BERKSHIRE HATHAWAY INC DEL |
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$6,695 | | BRK.B | 18,771 | +30 | $6,695 | | GLOBAL X FDS |
254,813 |
+3,312 |
$5,901 | | PFFV | 254,813 | +3,312 | $5,901 | | ISHARES TR (IVV) |
11,990 |
+2,034 |
$5,727 | | IVV | 11,990 | +2,034 | $5,727 | | JPMORGAN CHASE & CO |
30,882 |
-1,206 |
$5,253 | | JPM | 30,882 | -1,206 | $5,253 | | ISHARES TR (IMCG) |
79,304 |
-250 |
$5,111 | | IMCG | 79,304 | -250 | $5,111 | | ISHARES TR (IMCV) |
59,647 |
+291 |
$4,039 | | IMCV | 59,647 | +291 | $4,039 | | VANGUARD SCOTTSDALE FDS (VCSH) |
51,613 |
+1,794 |
$3,993 | | VCSH | 51,613 | +1,794 | $3,993 | | AMERICAN CENTY ETF TR (FLV) |
63,638 |
+516 |
$3,890 | | FLV | 63,638 | +516 | $3,890 | | ISHARES TR (ISCF) |
100,582 |
-6,375 |
$3,232 | | ISCF | 100,582 | -6,375 | $3,232 | | ISHARES TR (QUAL) |
20,451 |
+65 |
$3,009 | | QUAL | 20,451 | +65 | $3,009 | | FIRST TR EXCHANGE TRADED ALP (FYC) |
45,086 |
-218 |
$2,837 | | FYC | 45,086 | -218 | $2,837 | | DIMENSIONAL ETF TRUST (DFIV) |
81,000 |
+3,147 |
$2,783 | | DFIV | 81,000 | +3,147 | $2,783 | | ALPHABET INC |
19,015 |
+80 |
$2,656 | | GOOGL | 19,015 | +80 | $2,656 | | VANGUARD INDEX FDS (VTI) |
11,112 |
+1,670 |
$2,636 | | VTI | 11,112 | +1,670 | $2,636 | | EXXON MOBIL CORP |
24,440 |
+49 |
$2,444 | | XOM | 24,440 | +49 | $2,444 | | PACER FDS TR |
46,546 |
+4,410 |
$2,420 | | COWZ | 46,546 | +4,410 | $2,420 | | ISHARES TR (IWM) |
11,469 |
+1,518 |
$2,302 | | IWM | 11,469 | +1,518 | $2,302 | | JOHNSON & JOHNSON |
14,462 |
-484 |
$2,267 | | JNJ | 14,462 | -484 | $2,267 | | JANUS DETROIT STR TR |
45,724 |
+72 |
$2,209 | | VNLA | 45,724 | +72 | $2,209 | | ALPHABET INC |
15,170 |
+110 |
$2,138 | | GOOG | 15,170 | +110 | $2,138 | | PACER FDS TR |
43,381 |
+704 |
$2,084 | | CALF | 43,381 | +704 | $2,084 | | PEPSICO INC |
12,169 |
-621 |
$2,067 | | PEP | 12,169 | -621 | $2,067 | | ABBVIE INC |
12,315 |
-314 |
$1,908 | | ABBV | 12,315 | -314 | $1,908 | | AMAZON COM INC |
12,497 |
-261 |
$1,899 | | AMZN | 12,497 | -261 | $1,899 | | PROCTER AND GAMBLE CO |
12,697 |
+152 |
$1,861 | | PG | 12,697 | +152 | $1,861 | | HOME DEPOT INC |
5,207 |
-53 |
$1,804 | | HD | 5,207 | -53 | $1,804 | | ISHARES TR (IJH) |
6,457 |
UNCH |
$1,790 | | IJH | 6,457 | UNCH | $1,790 | | FIRST TR MID CAP CORE ALPHAD (FNX) |
16,900 |
UNCH |
$1,765 | | FNX | 16,900 | UNCH | $1,765 | | CUMMINS INC |
7,089 |
-68 |
$1,698 | | CMI | 7,089 | -68 | $1,698 | | ISHARES TR (IWR) |
20,982 |
+3,464 |
$1,631 | | IWR | 20,982 | +3,464 | $1,631 | | INTEL CORP |
32,332 |
-1,380 |
$1,625 | | INTC | 32,332 | -1,380 | $1,625 | | CISCO SYS INC |
31,571 |
-637 |
$1,595 | | CSCO | 31,571 | -637 | $1,595 | | MCDONALDS CORP |
5,280 |
+82 |
$1,565 | | MCD | 5,280 | +82 | $1,565 | | AMERICAN CENTY ETF TR (QGRO) |
20,569 |
-73 |
$1,565 | | QGRO | 20,569 | -73 | $1,565 | | APPLIED MATLS INC |
9,471 |
-175 |
$1,535 | | AMAT | 9,471 | -175 | $1,535 | | DISNEY WALT CO |
16,976 |
-690 |
$1,533 | | DIS | 16,976 | -690 | $1,533 | | ORACLE CORP |
14,526 |
+48 |
$1,532 | | ORCL | 14,526 | +48 | $1,532 | | INNOVATOR ETFS TR (UOCT) |
46,779 |
UNCH |
$1,514 | | UOCT | 46,779 | UNCH | $1,514 | | INNOVATOR ETFS TR (POCT) |
41,692 |
UNCH |
$1,506 | | POCT | 41,692 | UNCH | $1,506 |
See Full List: All Stocks Held By Bedel Financial Consulting Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Bedel Financial Consulting Inc.
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