Bedel Financial Consulting, Inc. Q4 2024 Filing
Filed February 6, 2025
Portfolio Value
$720.1M
Holdings
266
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (266 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | NEENEXTERA ENERGY INC | 11,681 | $808K | 0.11% | |
| 102 | IBMINTERNATIONAL BUSINESS MACHS | 3,017 | $794K | 0.11% | |
| 103 | PLTRPALANTIR TECHNOLOGIES INC | 7,828 | $793K | 0.11% | |
| 104 | FFBCFIRST FINL BANCORP OH | 27,412 | $789K | 0.11% | |
| 105 | IWOISHARES TR | 2,595 | $781K | 0.11% | |
| 106 | IUSGISHARES TR | 5,379 | $773K | 0.11% | |
| 107 | CITCINTAS CORP | 3,812 | $768K | 0.11% | |
| 108 | SPLVINVESCO EXCH TRADED FD TR II | 10,676 | $768K | 0.11% | |
| 109 | AVGOBROADCOM INC | 3,254 | $754K | 0.10% | |
| 110 | IWNISHARES TR | 4,360 | $737K | 0.10% | |
| 111 | IJRISHARES TR | 6,114 | $729K | 0.10% | |
| 112 | 4I1PHILIP MORRIS INTL INC | 5,560 | $728K | 0.10% | |
| 113 | SCHXSCHWAB STRATEGIC TR | 30,222 | $724K | 0.10% | |
| 114 | RTXRTX CORPORATION | 5,519 | $712K | 0.10% | |
| 115 | WFCWELLS FARGO CO NEW | 8,897 | $712K | 0.10% | |
| 116 | INTCINTEL CORP | 36,005 | $707K | 0.10% | |
| 117 | MOALTRIA GROUP INC | 13,453 | $707K | 0.10% | |
| 118 | SBUXSTARBUCKS CORP | 6,214 | $697K | 0.10% | |
| 119 | SYKSTRYKER CORPORATION | 1,711 | $683K | 0.09% | |
| 120 | CATCATERPILLAR INC | 1,900 | $681K | 0.09% | |
| 121 | DDTOINNOVATOR ETFS TRUST | 17,920 | $666K | 0.09% | |
| 122 | MUNIPIMCO ETF TR | 12,748 | $664K | 0.09% | |
| 123 | USBUS BANCORP DEL | 13,994 | $663K | 0.09% | |
| 124 | SMMUPIMCO ETF TR | 13,184 | $659K | 0.09% | |
| 125 | AQLTISHARES TR | 4,851 | $653K | 0.09% | |
| 126 | VBRVANGUARD INDEX FDS | 3,163 | $648K | 0.09% | |
| 127 | ADBEADOBE INC | 1,468 | $642K | 0.09% | |
| 128 | ELVELEVANCE HEALTH INC | 1,596 | $641K | 0.09% | |
| 129 | BACBANK AMERICA CORP | 13,458 | $634K | 0.09% | |
| 130 | QCOMQUALCOMM INC | 3,414 | $600K | 0.08% | |
| 131 | KMBKIMBERLY-CLARK CORP | 4,529 | $585K | 0.08% | |
| 132 | SCHDSCHWAB STRATEGIC TR | 20,908 | $584K | 0.08% | |
| 133 | CSXCSX CORP | 17,730 | $582K | 0.08% | |
| 134 | MRKMERCK & CO INC | 6,473 | $580K | 0.08% | |
| 135 | UNHUNITEDHEALTH GROUP INC | 1,065 | $574K | 0.08% | |
| 136 | GDGENERAL DYNAMICS CORP | 2,194 | $567K | 0.08% | |
| 137 | VWOVANGUARD INTL EQUITY INDEX F | 12,430 | $555K | 0.08% | |
| 138 | VIGVANGUARD SPECIALIZED FUNDS | 2,701 | $550K | 0.08% | |
| 139 | MPLXMPLX LP | 10,182 | $547K | 0.08% | |
| 140 | VEAVANGUARD TAX-MANAGED FDS | 10,760 | $542K | 0.08% | |
| 141 | MAMASTERCARD INCORPORATED | 945 | $534K | 0.07% | |
| 142 | PWVINVESCO EXCHANGE TRADED FD T | 8,832 | $532K | 0.07% | |
| 143 | PMAYINNOVATOR ETFS TRUST | 14,508 | $527K | 0.07% | |
| 144 | NKENIKE INC | 7,027 | $524K | 0.07% | |
| 145 | MMM3M CO | 3,431 | $523K | 0.07% | |
| 146 | USEPINNOVATOR ETFS TRUST | 14,593 | $521K | 0.07% | |
| 147 | VGTVANGUARD WORLD FD | 828 | $517K | 0.07% | |
| 148 | XLFSELECT SECTOR SPDR TR | 9,974 | $515K | 0.07% | |
| 149 | RMERESMED INC | 2,100 | $509K | 0.07% | |
| 150 | DISVDIMENSIONAL ETF TRUST | 17,797 | $492K | 0.07% | |
| 151 | BALLBALL CORP | 9,600 | $491K | 0.07% | |
| 152 | IJTISHARES TR | 3,446 | $490K | 0.07% | |
| 153 | NVSNNOVARTIS AG | 4,445 | $488K | 0.07% | |
| 154 | ACNACCENTURE PLC IRELAND | 1,178 | $469K | 0.07% | |
| 155 | AMGNAMGEN INC | 1,517 | $466K | 0.06% | |
| 156 | ETNEATON CORP PLC | 1,470 | $463K | 0.06% | |
| 157 | NFLXNETFLIX INC | 457 | $462K | 0.06% | |
| 158 | DUKDUKE ENERGY CORP NEW | 4,022 | $457K | 0.06% | |
| 159 | DHRDANAHER CORPORATION | 2,111 | $447K | 0.06% | |
| 160 | BSTPINNOVATOR ETFS TRUST | 12,989 | $442K | 0.06% | |
| 161 | DDDUPONT DE NEMOURS INC | 5,720 | $441K | 0.06% | |
| 162 | OKEONEOK INC NEW | 4,366 | $427K | 0.06% | |
| 163 | MEMMATTHEWS ASIA FDS | 14,436 | $426K | 0.06% | |
| 164 | KRKROGER CO | 6,489 | $424K | 0.06% | |
| 165 | DWDMORGAN STANLEY | 3,056 | $424K | 0.06% | |
| 166 | SHOPSHOPIFY INC | 3,463 | $421K | 0.06% | |
| 167 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,009 | $419K | 0.06% | |
| 168 | UNPUNION PAC CORP | 1,700 | $415K | 0.06% | |
| 169 | CRMSALESFORCE INC | 1,183 | $411K | 0.06% | |
| 170 | TAT&T INC | 16,335 | $399K | 0.06% | |
| 171 | NJRNEW JERSEY RES CORP | 8,452 | $397K | 0.06% | |
| 172 | RSPINVESCO EXCHANGE TRADED FD T | 2,187 | $396K | 0.05% | |
| 173 | LKFNLAKELAND FINL CORP | 5,800 | $395K | 0.05% | |
| 174 | TTDTHE TRADE DESK INC | 3,449 | $394K | 0.05% | |
| 175 | SCHASCHWAB STRATEGIC TR | 14,607 | $393K | 0.05% | |
| 176 | MDYSPDR S&P MIDCAP 400 ETF TR | 657 | $389K | 0.05% | |
| 177 | TJXTJX COS INC NEW | 3,104 | $389K | 0.05% | |
| 178 | COOCOOPER COS INC | 4,000 | $386K | 0.05% | |
| 179 | UJULINNOVATOR ETFS TRUST | 10,960 | $385K | 0.05% | |
| 180 | ICEINTERCONTINENTAL EXCHANGE IN | 2,394 | $384K | 0.05% | |
| 181 | AEPAMERICAN ELEC PWR CO INC | 3,867 | $384K | 0.05% | |
| 182 | ETENERGY TRANSFER L P | 18,433 | $383K | 0.05% | |
| 183 | LYBLYONDELLBASELL INDUSTRIES N | 4,925 | $379K | 0.05% | |
| 184 | IUSVISHARES TR | 3,976 | $379K | 0.05% | |
| 185 | ULUNILEVER PLC | 6,490 | $378K | 0.05% | |
| 186 | VEUVANGUARD INTL EQUITY INDEX F | 6,277 | $375K | 0.05% | |
| 187 | UJANINNOVATOR ETFS TRUST | 9,420 | $372K | 0.05% | |
| 188 | PMARINNOVATOR ETFS TRUST | 9,074 | $369K | 0.05% | |
| 189 | BJANINNOVATOR ETFS TRUST | 7,384 | $361K | 0.05% | |
| 190 | VCITVANGUARD SCOTTSDALE FDS | 4,383 | $355K | 0.05% | |
| 191 | COPCONOCOPHILLIPS | 3,542 | $354K | 0.05% | |
| 192 | HCPHASHICORP INC | 10,360 | $353K | 0.05% | |
| 193 | DGROISHARES TR | 5,521 | $352K | 0.05% | |
| 194 | EEMISHARES TR | 8,153 | $351K | 0.05% | |
| 195 | DFSEURDISCOVER FINL SVCS | 1,719 | $346K | 0.05% | |
| 196 | GWWGRAINGER W W INC | 331 | $345K | 0.05% | |
| 197 | CLXCLOROX CO DEL | 2,363 | $344K | 0.05% | |
| 198 | SOSOUTHERN CO | 4,080 | $342K | 0.05% | |
| 199 | BMYBRISTOL-MYERS SQUIBB CO | 5,690 | $339K | 0.05% | |
| 200 | BIVVANGUARD BD INDEX FDS | 4,463 | $336K | 0.05% |