Bedel Financial Consulting, Inc. Purchases in Q1 2025

Bedel Financial Consulting, Inc.

  • $720 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
2.8K
+ 0.86%
$725.72 - $929.72 $2.03M - $2.6M
329K $271M
DFAI
Dimensional ETF Tr

ETFs
64.6K
+ 4.92%
$28.88 - $32.4 $1.87M - $2.09M
1.38M $43M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
58.9K
+ 63.92%
$69.69 - $79.99 $4.11M - $4.71M
151K $10.8M
DFAE
Dimensional ETF Tr

ETFs
20.9K
+ 3.71%
$24.64 - $26.86 $515K - $562K
585K $15.2M
DFAT
Dimensional ETF Tr U S Target

ETFs
18.3K
+ 64.61%
$50.44 - $58.1 $925K - $1.07M
46.7K $2.41M
FLV
American Centy ETF Tr Focused

ETFs
8.56K
+ 13.98%
$65.71 - $70.81 $562K - $606K
69.7K $4.87M
FYC
First Trust Small Cap Growth A

ETFs
17.5K
+ 32.57%
$68.13 - $80.57 $1.19M - $1.41M
71.1K $4.89M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.5K
+ 22.88%
$53.6 - $58.97 $830K - $913K
83.2K $4.56M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
13.1K
+ 6.47%
$38.99 - $40.37 $509K - $527K
215K $8.66M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.7K
+ 2.92%
$49.25 - $50.66 $920K - $947K
658K $32.7M
VO
Vanguard Mid Cap ETF

ETFs
1.76K
New
$251.87 - $277.95 $444K - $489K
1.76K $455K
MCD
Mcdonalds Corp

Consumer Cyclical
1.02K
+ 17.95%
$279.74 - $321.29 $285K - $328K
6.7K $2.09M
EFG
Msci Eafe Growth ETF

ETFs
528
+ 0.44%
$96.1 - $106.37 $50.7K - $56.2K
121K $12.1M
ABBV
Abb Vie Inc.

Healthcare
67
+ 0.54%
$169.2 - $216.66 $11.3K - $14.5K
12.5K $2.63M
DFIV
Dimensional ETF Tr

ETFs
2.13K
+ 2.55%
$35.33 - $40.77 $75.1K - $86.6K
85.4K $3.36M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
6.27K
+ 15.6%
$72.01 - $79.94 $452K - $501K
46.5K $3.44M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.63K
New
$65.27 - $71.18 $368K - $401K
5.63K $373K
UNH
Unitedhealth Group Inc

Healthcare
626
+ 58.78%
$461.52 - $548.18 $289K - $343K
1.69K $885K
IBHE
Ishares Ibonds 2025 Term High

ETFs
14.2K
+ 154.36%
$23.16 - $23.32 $329K - $331K
23.4K $543K
ELV
Elevance Health, Inc.

Healthcare
435
+ 27.26%
$365.9 - $436.25 $159K - $190K
2.03K $883K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
2.82K
+ 2.32%
$31.42 - $34.87 $88.5K - $98.2K
124K $4.18M
VB
Vanguard Small Cap ETF

ETFs
1.33K
+ 39.53%
$217.89 - $252.64 $289K - $335K
4.68K $1.04M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.54K
New
$89.18 - $104.04 $226K - $264K
2.54K $232K
JPM
Jpmorgan Chase & CO

Financial Services
231
+ 0.75%
$225.19 - $279.95 $52K - $64.7K
31.1K $7.62M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.27K
+ 6.94%
$551.42 - $612.93 $699K - $777K
19.5K $10.9M
KO
Coca Cola CO

Consumer Defensive
104
+ 0.46%
$60.81 - $72.32 $6.32K - $7.52K
22.8K $1.63M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
7.16K
New
$28.66 - $31.72 $205K - $227K
7.16K $220K
RDVY
First Trust Rising Dividend Ac

ETFs
3.58K
New
$57.22 - $63.39 $205K - $227K
3.58K $209K
IAU
Ishares Gold Trust

ETFs
3.44K
New
$49.74 - $58.96 $171K - $203K
3.44K $202K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.71K
+ 3.76%
$71.9 - $77.57 $195K - $210K
74.8K $5.55M
CVX
Chevron Corp

Energy
19
+ 0.22%
$146.71 - $167.97 $2.79K - $3.19K
8.52K $1.42M
JIG
J P Morgan Exchange Traded Fd

ETFs
3.03K
New
$61.42 - $66.95 $186K - $203K
3.03K $191K
VNLA
Janus Henderson Short Duration

ETFs
3.62K
+ 7.3%
$48.89 - $49.21 $177K - $178K
53.2K $2.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.04K
+ 47.6%
$169.43 - $182.84 $176K - $190K
3.23K $559K
EFA
Ishares Tr Msci Eafe ETF

ETFs
24
+ 0.1%
$74.85 - $84.89 $1.8K - $2.04K
24.8K $2.03M
VEA
Vanguard Ftse Developed Market

ETFs
1.84K
+ 17.07%
$47.4 - $52.99 $87.1K - $97.3K
12.6K $640K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
217
+ 0.75%
$51.39 - $57.43 $11.2K - $12.5K
29.2K $1.62M
INTC
Intel Corp

Technology
405
+ 1.12%
$19.1 - $27.39 $7.74K - $11.1K
36.4K $826K
V
Visa Inc.

Financial Services
18
+ 0.64%
$306.92 - $362.71 $5.52K - $6.53K
2.85K $998K
AMGN
Amgen Inc

Healthcare
72
+ 4.75%
$258.59 - $327.36 $18.6K - $23.6K
1.59K $495K
T
At&T Inc.

Communication Services
351
+ 2.15%
$21.56 - $28.28 $7.57K - $9.93K
16.7K $471K
CSCO
Cisco Systems, Inc.

Technology
346
+ 1.14%
$58.74 - $64.87 $20.3K - $22.4K
30.6K $1.89M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
464
+ 0.85%
$77.7 - $78.94 $36.1K - $36.6K
55.1K $4.35M
IBM
International Business Machines Corp

Technology
2
+ 0.07%
$217.4 - $264.74 $435 - $529
3.02K $750K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
296
+ 10.03%
$507.05 - $563.67 $150K - $167K
3.25K $1.67M
GE
General Electric CO

Industrials
101
+ 6.76%
$168.59 - $212.13 $17K - $21.4K
1.6K $319K
VIG
Vanguard Dividend Appreciation

ETFs
367
+ 13.59%
N/A
3.07K $558K
ADP
Automatic Data Processing Inc

Industrials
20
+ 0.43%
$286.85 - $318.64 $5.74K - $6.37K
4.67K $1.43M
SBUX
Starbucks Corp

Consumer Cyclical
226
+ 3.64%
$91.75 - $115.81 $20.7K - $26.2K
6.44K $631K
Activity Summary
Buys All Purchases 141 New Holdings 8 Increased Positions 133 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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