Bedel Financial Consulting, Inc. Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$929.3M
Holdings
289
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (289 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IJSISHARES TR | 9,354 | $1.1M | 0.11% | |
| 102 | PSEPINNOVATOR ETFS TRUST | 23,831 | $1.0M | 0.11% | |
| 103 | IWPISHARES TR | 7,391 | $1.0M | 0.11% | |
| 104 | PNOVINNOVATOR ETFS TRUST | 23,667 | $988K | 0.11% | |
| 105 | PJANINNOVATOR ETFS TRUST | 20,451 | $961K | 0.10% | |
| 106 | IBMINTERNATIONAL BUSINESS MACHS | 3,201 | $948K | 0.10% | |
| 107 | SCHBSCHWAB STRATEGIC TR | 35,827 | $939K | 0.10% | |
| 108 | ELVELEVANCE HEALTH INC FORMERLY | 2,678 | $938K | 0.10% | |
| 109 | COSTCOSTCO WHSL CORP NEW | 1,088 | $938K | 0.10% | |
| 110 | 4I1PHILIP MORRIS INTL INC | 5,762 | $924K | 0.10% | |
| 111 | SCHDSCHWAB STRATEGIC TR | 33,075 | $907K | 0.10% | |
| 112 | IUSGISHARES TR | 5,379 | $903K | 0.10% | |
| 113 | IWOISHARES TR | 2,779 | $897K | 0.10% | |
| 114 | NEENEXTERA ENERGY INC | 11,181 | $897K | 0.10% | |
| 115 | BACBANK AMERICA CORP | 16,204 | $891K | 0.10% | |
| 116 | IWNISHARES TR | 4,895 | $887K | 0.10% | |
| 117 | INTCINTEL CORP | 23,983 | $884K | 0.10% | |
| 118 | EXLSEXLSERVICE HOLDINGS INC | 20,713 | $879K | 0.09% | |
| 119 | GDGENERAL DYNAMICS CORP | 2,506 | $843K | 0.09% | |
| 120 | PFEPFIZER INC | 33,514 | $834K | 0.09% | |
| 121 | VNQVANGUARD INDEX FDS | 9,380 | $830K | 0.09% | |
| 122 | SCZISHARES TR | 10,695 | $829K | 0.09% | |
| 123 | WFCWELLS FARGO CO NEW | 8,733 | $813K | 0.09% | |
| 124 | ORLYOREILLY AUTOMOTIVE INC | 8,711 | $794K | 0.09% | |
| 125 | SCHXSCHWAB STRATEGIC TR | 29,335 | $789K | 0.08% | |
| 126 | VOVANGUARD INDEX FDS | 2,633 | $764K | 0.08% | |
| 127 | SPLVINVESCO EXCH TRADED FD TR II | 10,688 | $763K | 0.08% | |
| 128 | ITWILLINOIS TOOL WKS INC | 3,032 | $746K | 0.08% | |
| 129 | MRKMERCK & CO INC | 6,925 | $728K | 0.08% | |
| 130 | DDTOINNOVATOR ETFS TRUST | 17,736 | $722K | 0.08% | |
| 131 | CITCINTAS CORP | 3,812 | $716K | 0.08% | |
| 132 | RSPINVESCO EXCHANGE TRADED FD T | 3,738 | $715K | 0.08% | |
| 133 | USBUS BANCORP DEL | 13,318 | $710K | 0.08% | |
| 134 | VEAVANGUARD TAX-MANAGED FDS | 11,355 | $709K | 0.08% | |
| 135 | VBRVANGUARD INDEX FDS | 3,339 | $707K | 0.08% | |
| 136 | DISVDIMENSIONAL ETF TRUST | 18,510 | $703K | 0.08% | |
| 137 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,277 | $691K | 0.07% | |
| 138 | FFBCFIRST FINL BANCORP OH | 27,412 | $685K | 0.07% | |
| 139 | AQLTISHARES TR | 4,851 | $684K | 0.07% | |
| 140 | MUNIPIMCO ETF TR | 12,943 | $678K | 0.07% | |
| 141 | SMMUPIMCO ETF TR | 13,184 | $664K | 0.07% | |
| 142 | AMDADVANCED MICRO DEVICES INC | 3,081 | $659K | 0.07% | |
| 143 | NVSNNOVARTIS AG | 4,695 | $647K | 0.07% | |
| 144 | CSXCSX CORP | 17,730 | $642K | 0.07% | |
| 145 | DWDMORGAN STANLEY | 3,348 | $594K | 0.06% | |
| 146 | VIGVANGUARD SPECIALIZED FUNDS | 2,703 | $593K | 0.06% | |
| 147 | SYKSTRYKER CORPORATION | 1,683 | $591K | 0.06% | |
| 148 | QCOMQUALCOMM INC | 3,452 | $590K | 0.06% | |
| 149 | PWVINVESCO EXCHANGE TRADED FD T | 8,832 | $587K | 0.06% | |
| 150 | PMAYINNOVATOR ETFS TRUST | 14,508 | $574K | 0.06% | |
| 151 | USEPINNOVATOR ETFS TRUST | 14,593 | $573K | 0.06% | |
| 152 | MPLXMPLX LP | 10,475 | $559K | 0.06% | |
| 153 | XLFSELECT SECTOR SPDR TR | 10,077 | $551K | 0.06% | |
| 154 | MOALTRIA GROUP INC | 9,551 | $550K | 0.06% | |
| 155 | TJXTJX COS INC NEW | 3,549 | $545K | 0.06% | |
| 156 | DUKDUKE ENERGY CORP NEW | 4,620 | $541K | 0.06% | |
| 157 | AMGNAMGEN INC | 1,606 | $525K | 0.06% | |
| 158 | MAMASTERCARD INCORPORATED | 907 | $517K | 0.06% | |
| 159 | MEMMATTHEWS ASIA FDS | 14,436 | $516K | 0.06% | |
| 160 | BALLBALL CORP | 9,600 | $508K | 0.05% | |
| 161 | SHOPSHOPIFY INC | 3,150 | $507K | 0.05% | |
| 162 | ETNEATON CORP PLC | 1,595 | $507K | 0.05% | |
| 163 | GEGE AEROSPACE | 1,595 | $491K | 0.05% | |
| 164 | COFCAPITAL ONE FINL CORP | 2,011 | $487K | 0.05% | |
| 165 | MMM3M CO | 3,047 | $487K | 0.05% | |
| 166 | IJTISHARES TR | 3,446 | $486K | 0.05% | |
| 167 | DHRDANAHER CORPORATION | 2,106 | $482K | 0.05% | |
| 168 | KRKROGER CO | 7,681 | $479K | 0.05% | |
| 169 | UNPUNION PAC CORP | 2,074 | $479K | 0.05% | |
| 170 | TAT&T INC | 18,793 | $466K | 0.05% | |
| 171 | CEGCONSTELLATION ENERGY CORP | 1,296 | $457K | 0.05% | |
| 172 | KMBKIMBERLY-CLARK CORP | 4,529 | $456K | 0.05% | |
| 173 | EEMISHARES TR | 8,153 | $446K | 0.05% | |
| 174 | AEPAMERICAN ELEC PWR CO INC | 3,867 | $445K | 0.05% | |
| 175 | NDQINVESCO QQQ TR | 705 | $433K | 0.05% | |
| 176 | SCHASCHWAB STRATEGIC TR | 15,124 | $430K | 0.05% | |
| 177 | IJRISHARES TR | 3,545 | $426K | 0.05% | |
| 178 | SPHQINVESCO EXCHANGE TRADED FD T | 5,634 | $422K | 0.05% | |
| 179 | UJULINNOVATOR ETFS TRUST | 10,909 | $422K | 0.05% | |
| 180 | SBUXSTARBUCKS CORP | 4,973 | $418K | 0.04% | |
| 181 | MDYSPDR S&P MIDCAP 400 ETF TR | 687 | $414K | 0.04% | |
| 182 | NJRNEW JERSEY RES CORP | 8,932 | $411K | 0.04% | |
| 183 | IUSVISHARES TR | 3,976 | $407K | 0.04% | |
| 184 | PUSHPGIM ETF TR | 8,000 | $403K | 0.04% | |
| 185 | ICEINTERCONTINENTAL EXCHANGE IN | 2,472 | $400K | 0.04% | |
| 186 | NFLXNETFLIX INC | 4,240 | $397K | 0.04% | |
| 187 | SOSOUTHERN CO | 4,539 | $395K | 0.04% | |
| 188 | PMARINNOVATOR ETFS TRUST | 8,508 | $382K | 0.04% | |
| 189 | COPCONOCOPHILLIPS | 4,063 | $380K | 0.04% | |
| 190 | VCITVANGUARD SCOTTSDALE FDS | 4,531 | $379K | 0.04% | |
| 191 | ULUNILEVER PLC | 5,765 | $377K | 0.04% | |
| 192 | FEFIRSTENERGY CORP | 8,413 | $376K | 0.04% | |
| 193 | UJANINNOVATOR ETFS TRUST | 8,624 | $373K | 0.04% | |
| 194 | SHYMBLACKROCK ETF TRUST II | 16,712 | $371K | 0.04% | |
| 195 | GSKGSK PLC | 7,562 | $370K | 0.04% | |
| 196 | UNHUNITEDHEALTH GROUP INC | 1,099 | $362K | 0.04% | |
| 197 | ACNACCENTURE PLC IRELAND | 1,345 | $360K | 0.04% | |
| 198 | BLKBLACKROCK INC | 334 | $357K | 0.04% | |
| 199 | BIVVANGUARD BD INDEX FDS | 4,575 | $356K | 0.04% | |
| 200 | BJANINNOVATOR ETFS TRUST | 6,420 | $353K | 0.04% |