Bedel Financial Consulting, Inc. Portfolio Holdings

Bedel Financial Consulting, Inc.

  • $720 Million
  • Q1 2025

Bedel Financial Consulting, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $720 Million distributed in 264 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $271M, Dimensional ETF Tr with a value of $43M, Vanguard Mun Bd Fds Tax Exempt with a value of $32.7M, Apple Inc. with a value of $18M, and Dimensional ETF Tr with a value of $15.2M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $690M to 720M.

Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $720 Million
Healthcare: $301 Million
ETFs: $274 Million
Technology: $45.3 Million
Financial Services: $31.7 Million
Consumer Defensive: $13.1 Million
Consumer Cyclical: $13.1 Million
Industrials: $12.1 Million
Communication Services: $10.7 Million
Other: $12.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$767B
$271 Million 37.71% of portfolio
328,664
Q1 2025 Added 0.86%
$0
$43 Million 5.98% of portfolio
1,377,498
Q1 2025 Added 4.92%
$0
$32.7 Million 4.54% of portfolio
658,251
Q1 2025 Added 2.92%
$3.26T
$18 Million 2.5% of portfolio
80,889
Q1 2025 Added 0.33%
$0
$15.2 Million 2.11% of portfolio
585,366
Q1 2025 Added 3.71%
$3.51T
$12.5 Million 1.74% of portfolio
33,421
Q1 2025 Reduced 1.49%
$0
$12.1 Million 1.67% of portfolio
120,540
Q1 2025 Added 0.44%
$0
$10.9 Million 1.52% of portfolio
19,513
Q1 2025 Added 6.94%
$0
$10.8 Million 1.5% of portfolio
151,151
Q1 2025 Added 63.92%
$648B
$9.71 Million 1.35% of portfolio
18,225
Q1 2025 Reduced 0.27%
$0
$9.67 Million 1.34% of portfolio
282,203
Q1 2025 Added 0.83%
$0
$8.66 Million 1.2% of portfolio
214,967
Q1 2025 Added 6.47%
$0
$8.49 Million 1.18% of portfolio
238,117
Q4 2024 Reduced 1.16%
$788B
$7.62 Million 1.06% of portfolio
31,075
Q1 2025 Added 0.75%
$0
$6.11 Million 0.85% of portfolio
10,865
Q1 2025 Added 0.43%
$442B
$5.59 Million 0.78% of portfolio
7
Q4 2024 New
$0
$5.36 Million 0.74% of portfolio
226,659
Q1 2025 Added 0.18%
$0
$4.89 Million 0.68% of portfolio
71,104
Q1 2025 Added 32.57%
$0
$4.87 Million 0.68% of portfolio
69,745
Q1 2025 Added 13.98%
$0
$4.56 Million 0.63% of portfolio
83,193
Q1 2025 Added 22.88%
$0
$4.35 Million 0.6% of portfolio
55,077
Q1 2025 Added 0.85%
$0
$4.18 Million 0.58% of portfolio
123,968
Q1 2025 Added 2.32%
$0
$3.44 Million 0.48% of portfolio
46,481
Q1 2025 Added 15.6%
$0
$3.36 Million 0.47% of portfolio
85,355
Q1 2025 Added 2.55%
$0
$3.34 Million 0.46% of portfolio
19,543
Q1 2025 Added 0.03%
$993B
$3.26 Million 0.45% of portfolio
21,081
Q1 2025 Added 2.46%
$0
$2.95 Million 0.41% of portfolio
34,634
Q1 2025 Reduced 5.8%
$0
$2.82 Million 0.39% of portfolio
10,263
Q1 2025 Reduced 8.98%
$2.22T
$2.67 Million 0.37% of portfolio
14,008
Q1 2025 Added 4.88%
$335B
$2.63 Million 0.37% of portfolio
12,544
Q1 2025 Added 0.54%
$1.1T
$2.59 Million 0.36% of portfolio
16,609
Q1 2025 Added 0.16%
$0
$2.62 Million 0.36% of portfolio
53,240
Q1 2025 Added 7.3%
$447B
$2.57 Million 0.36% of portfolio
21,632
Q1 2025 Reduced 0.24%
$0
$2.53 Million 0.35% of portfolio
12,662
Q1 2025 Reduced 7.27%
$409B
$2.45 Million 0.34% of portfolio
14,751
Q1 2025 Reduced 0.85%
$359B
$2.43 Million 0.34% of portfolio
22,388
Q1 2025 Reduced 3.08%
$0
$2.38 Million 0.33% of portfolio
81,834
Q4 2024 Reduced 1.73%
$0
$2.41 Million 0.33% of portfolio
46,719
Q1 2025 Added 64.61%
$264B
$2.28 Million 0.32% of portfolio
25,915
Q1 2025 Added 0.4%
$0
$2.26 Million 0.31% of portfolio
24,128
Q1 2025 Added 7.05%
$479B
$2.17 Million 0.3% of portfolio
15,541
Q1 2025 Added 0.28%
$46.1B
$2.08 Million 0.29% of portfolio
6,635
Q1 2025 Added 0.85%
$386B
$2.09 Million 0.29% of portfolio
12,275
Q1 2025 Added 0.42%
$221B
$2.09 Million 0.29% of portfolio
6,701
Q1 2025 Added 17.95%
$0
$2.03 Million 0.28% of portfolio
24,805
Q1 2025 Added 0.1%
$377B
$2.02 Million 0.28% of portfolio
5,520
Q1 2025 Added 1.86%
$0
$2.01 Million 0.28% of portfolio
34,377
Q1 2025 Added 0.68%
$0
$1.92 Million 0.27% of portfolio
62,375
Q1 2025 Added 5.35%
$0
$1.84 Million 0.26% of portfolio
16,900
Q4 2022 Reduced 6.33%

Summary

  • Portfolio
  • No. of Stocks 264
  • Current Value $720 Million
  • Prior Value $690 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 07, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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