Bedel Financial Consulting, Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$733.2M
Holdings
273
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (273 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PFEPFIZER INC | 36,469 | $884K | 0.12% | |
| 102 | IWDISHARES TR | 4,503 | $874K | 0.12% | |
| 103 | SCHBSCHWAB STRATEGIC TR | 35,738 | $851K | 0.12% | |
| 104 | CITCINTAS CORP | 3,812 | $849K | 0.12% | |
| 105 | VNQVANGUARD INDEX FDS | 9,262 | $824K | 0.11% | |
| 106 | NEENEXTERA ENERGY INC | 11,681 | $810K | 0.11% | |
| 107 | IUSGISHARES TR | 5,379 | $809K | 0.11% | |
| 108 | RTXRTX CORPORATION | 5,519 | $805K | 0.11% | |
| 109 | ELVELEVANCE HEALTH INC | 2,031 | $789K | 0.11% | |
| 110 | SPLVINVESCO EXCH TRADED FD TR II | 10,681 | $777K | 0.11% | |
| 111 | CATCATERPILLAR INC | 1,923 | $746K | 0.10% | |
| 112 | IWOISHARES TR | 2,602 | $743K | 0.10% | |
| 113 | IBHFISHARES TR | 31,575 | $733K | 0.10% | |
| 114 | SCHXSCHWAB STRATEGIC TR | 29,770 | $727K | 0.10% | |
| 115 | VEAVANGUARD TAX-MANAGED FDS | 12,628 | $719K | 0.10% | |
| 116 | IBHEISHARES TR | 30,886 | $718K | 0.10% | |
| 117 | IWNISHARES TR | 4,534 | $715K | 0.10% | |
| 118 | ITWILLINOIS TOOL WKS INC | 2,881 | $712K | 0.10% | |
| 119 | WFCWELLS FARGO CO NEW | 8,434 | $675K | 0.09% | |
| 120 | DDTOINNOVATOR ETFS TRUST | 17,736 | $674K | 0.09% | |
| 121 | SYKSTRYKER CORPORATION | 1,683 | $666K | 0.09% | |
| 122 | FFBCFIRST FINL BANCORP OH | 27,412 | $665K | 0.09% | |
| 123 | MUNIPIMCO ETF TR | 12,943 | $664K | 0.09% | |
| 124 | SMMUPIMCO ETF TR | 13,184 | $661K | 0.09% | |
| 125 | INTCINTEL CORP | 28,964 | $648K | 0.09% | |
| 126 | AQLTISHARES TR | 4,851 | $644K | 0.09% | |
| 127 | BACBANK AMERICA CORP | 13,607 | $643K | 0.09% | |
| 128 | VBRVANGUARD INDEX FDS | 3,293 | $642K | 0.09% | |
| 129 | GDGENERAL DYNAMICS CORP | 2,196 | $640K | 0.09% | |
| 130 | VIGVANGUARD SPECIALIZED FUNDS | 3,068 | $627K | 0.09% | |
| 131 | NFLXNETFLIX INC | 456 | $610K | 0.08% | |
| 132 | DISVDIMENSIONAL ETF TRUST | 18,446 | $607K | 0.08% | |
| 133 | USBUS BANCORP DEL | 13,319 | $602K | 0.08% | |
| 134 | VGTVANGUARD WORLD FD | 895 | $593K | 0.08% | |
| 135 | RSPINVESCO EXCHANGE TRADED FD T | 3,268 | $593K | 0.08% | |
| 136 | VWOVANGUARD INTL EQUITY INDEX F | 11,946 | $590K | 0.08% | |
| 137 | SBUXSTARBUCKS CORP | 6,390 | $585K | 0.08% | |
| 138 | KMBKIMBERLY-CLARK CORP | 4,529 | $583K | 0.08% | |
| 139 | CSXCSX CORP | 17,730 | $578K | 0.08% | |
| 140 | ADBEADOBE INC | 1,466 | $566K | 0.08% | |
| 141 | MOALTRIA GROUP INC | 9,600 | $562K | 0.08% | |
| 142 | ETNEATON CORP PLC | 1,542 | $550K | 0.08% | |
| 143 | PWVINVESCO EXCHANGE TRADED FD T | 8,832 | $548K | 0.07% | |
| 144 | PMAYINNOVATOR ETFS TRUST | 14,508 | $548K | 0.07% | |
| 145 | QCOMQUALCOMM INC | 3,420 | $544K | 0.07% | |
| 146 | SCHDSCHWAB STRATEGIC TR | 20,510 | $543K | 0.07% | |
| 147 | VOVANGUARD INDEX FDS | 1,944 | $543K | 0.07% | |
| 148 | RMERESMED INC | 2,100 | $541K | 0.07% | |
| 149 | BALLBALL CORP | 9,600 | $538K | 0.07% | |
| 150 | NVSNNOVARTIS AG | 4,445 | $537K | 0.07% | |
| 151 | USEPINNOVATOR ETFS TRUST | 14,593 | $537K | 0.07% | |
| 152 | MPLXMPLX LP | 10,319 | $531K | 0.07% | |
| 153 | XLFSELECT SECTOR SPDR TR | 9,974 | $522K | 0.07% | |
| 154 | MMM3M CO | 3,410 | $519K | 0.07% | |
| 155 | MRKMERCK & CO INC | 6,442 | $509K | 0.07% | |
| 156 | MAMASTERCARD INCORPORATED | 895 | $503K | 0.07% | |
| 157 | NKENIKE INC | 6,956 | $494K | 0.07% | |
| 158 | TAT&T INC | 16,424 | $475K | 0.06% | |
| 159 | DUKDUKE ENERGY CORP NEW | 4,022 | $474K | 0.06% | |
| 160 | MEMMATTHEWS ASIA FDS | 14,436 | $469K | 0.06% | |
| 161 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,068 | $468K | 0.06% | |
| 162 | KRKROGER CO | 6,486 | $465K | 0.06% | |
| 163 | IJTISHARES TR | 3,446 | $458K | 0.06% | |
| 164 | ICEINTERCONTINENTAL EXCHANGE IN | 2,427 | $445K | 0.06% | |
| 165 | AMGNAMGEN INC | 1,589 | $443K | 0.06% | |
| 166 | TJXTJX COS INC NEW | 3,548 | $438K | 0.06% | |
| 167 | COFCAPITAL ONE FINL CORP | 2,035 | $432K | 0.06% | |
| 168 | DWDMORGAN STANLEY | 3,057 | $430K | 0.06% | |
| 169 | VEUVANGUARD INTL EQUITY INDEX F | 6,296 | $423K | 0.06% | |
| 170 | AMDADVANCED MICRO DEVICES INC | 2,954 | $419K | 0.06% | |
| 171 | DHRDANAHER CORPORATION | 2,106 | $416K | 0.06% | |
| 172 | GEGE AEROSPACE | 1,595 | $410K | 0.06% | |
| 173 | UJULINNOVATOR ETFS TRUST | 10,960 | $403K | 0.05% | |
| 174 | SPHQINVESCO EXCHANGE TRADED FD T | 5,634 | $401K | 0.05% | |
| 175 | AEPAMERICAN ELEC PWR CO INC | 3,867 | $401K | 0.05% | |
| 176 | SHOPSHOPIFY INC | 3,463 | $399K | 0.05% | |
| 177 | NJRNEW JERSEY RES CORP | 8,880 | $398K | 0.05% | |
| 178 | ULUNILEVER PLC | 6,490 | $396K | 0.05% | |
| 179 | UNPUNION PAC CORP | 1,715 | $394K | 0.05% | |
| 180 | DDDUPONT DE NEMOURS INC | 5,744 | $393K | 0.05% | |
| 181 | EEMISHARES TR | 8,153 | $393K | 0.05% | |
| 182 | IJRISHARES TR | 3,562 | $389K | 0.05% | |
| 183 | MDYSPDR S&P MIDCAP 400 ETF TR | 687 | $389K | 0.05% | |
| 184 | PMARINNOVATOR ETFS TRUST | 9,074 | $383K | 0.05% | |
| 185 | NDQINVESCO QQQ TR | 687 | $379K | 0.05% | |
| 186 | IUSVISHARES TR | 3,976 | $376K | 0.05% | |
| 187 | SOSOUTHERN CO | 4,080 | $374K | 0.05% | |
| 188 | UJANINNOVATOR ETFS TRUST | 9,221 | $373K | 0.05% | |
| 189 | SCHASCHWAB STRATEGIC TR | 14,626 | $370K | 0.05% | |
| 190 | CRMSALESFORCE INC | 1,354 | $369K | 0.05% | |
| 191 | VCITVANGUARD SCOTTSDALE FDS | 4,435 | $367K | 0.05% | |
| 192 | CEGCONSTELLATION ENERGY CORP | 1,120 | $361K | 0.05% | |
| 193 | OKEONEOK INC NEW | 4,378 | $357K | 0.05% | |
| 194 | BSTPINNOVATOR ETFS TRUST | 10,348 | $357K | 0.05% | |
| 195 | LKFNLAKELAND FINL CORP | 5,800 | $356K | 0.05% | |
| 196 | ACNACCENTURE PLC IRELAND | 1,190 | $355K | 0.05% | |
| 197 | BIVVANGUARD BD INDEX FDS | 4,502 | $348K | 0.05% | |
| 198 | GWWGRAINGER W W INC | 331 | $344K | 0.05% | |
| 199 | EMREMERSON ELEC CO | 2,570 | $342K | 0.05% | |
| 200 | FEFIRSTENERGY CORP | 8,397 | $338K | 0.05% |