Bedel Financial Consulting, Inc. Purchases in Q2 2025

Bedel Financial Consulting, Inc.

  • $737 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
27.5K
+ 1.99%
$28.02 - $34.71 $770K - $953K
1.4M $48.6M
MSFT
Microsoft Corp

Technology
31
+ 0.09%
$354.56 - $497.45 $11K - $15.4K
33.5K $16.6M
EFG
Msci Eafe Growth ETF

ETFs
453
+ 0.38%
$89.8 - $112.0 $40.7K - $50.7K
121K $13.6M
NVDA
Nvidia Corp

Technology
798
+ 3.56%
$94.31 - $157.99 $75.3K - $126K
23.2K $3.66M
FYC
First Trust Small Cap Growth A

ETFs
25
+ 0.04%
$61.01 - $79.58 $1.53K - $1.99K
71.1K $5.66M
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 0.46%
$498.8 - $620.9 $24.9K - $31K
10.9K $6.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
629
+ 19.37%
$456.74 - $568.03 $287K - $357K
3.88K $2.2M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.0%
$144.7 - $178.6 $145 - $179
21.1K $3.72M
COF
Capital One Financial Corp

Financial Services
2.04K
New
$150.57 - $212.76 $306K - $433K
2.04K $432K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
357
+ 1.48%
$83.67 - $109.12 $29.9K - $39K
24.5K $2.67M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.03K
+ 2.22%
$65.41 - $79.66 $67.4K - $82.1K
47.5K $3.78M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.2K
New
$100.35 - $100.71 $321K - $322K
3.2K $321K
IWF
Ishares Russell 1000 Gr ETF

ETFs
108
+ 2.57%
$320.42 - $424.58 $34.6K - $45.9K
4.31K $1.83M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.52K
+ 7.53%
$44.8 - $53.97 $158K - $190K
50.2K $2.71M
DFIV
Dimensional ETF Tr

ETFs
86
+ 0.1%
$34.67 - $43.21 $2.98K - $3.72K
85.4K $3.66M
IWR
Ishares Russell Mid Cap ETF

ETFs
575
+ 1.66%
$74.88 - $91.97 $43.1K - $52.9K
35.2K $3.24M
TCHP
T Rowe Price Exchange Traded F

Technology
1.04K
+ 3.43%
$34.07 - $45.35 $35.4K - $47.1K
31.3K $1.42M
CMI
Cummins Inc

Industrials
523
+ 7.88%
$267.12 - $336.65 $140K - $176K
7.16K $2.34M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.88K
New
$62.73 - $78.42 $180K - $226K
2.88K $222K
AXP
American Express CO

Financial Services
4
+ 0.09%
$231.39 - $318.98 $926 - $1.28K
4.34K $1.38M
VLO
Valero Energy Corp

Energy
1.6K
New
$104.69 - $141.77 $168K - $227K
1.6K $215K
BA
Boeing CO

Industrials
1.02K
New
$136.59 - $217.51 $140K - $222K
1.02K $214K
IXUS
Ishares Tr

ETFs
2.77K
New
$62.37 - $77.63 $173K - $215K
2.77K $213K
PRU
Prudential Financial Inc

Financial Services
1.97K
New
$95.12 - $112.71 $187K - $222K
1.97K $211K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.12K
New
$83.54 - $100.04 $177K - $212K
2.12K $211K
TPHE
Timothy Plan High Divid Stk En

ETFs
8.37K
New
$22.51 - $25.91 $188K - $217K
8.37K $210K
BIBL
Northern Lts Fd Tr Iv

ETFs
5.1K
New
$33.5 - $41.33 $171K - $211K
5.1K $210K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8.72K
New
$23.33 - $24.01 $203K - $209K
8.72K $209K
XLY
Select Sector Spdr Consumer Di

ETFs
956
New
$176.34 - $218.59 $169K - $209K
956 $207K
FLV
American Centy ETF Tr Focused

ETFs
3.05K
+ 4.37%
$62.33 - $69.79 $190K - $213K
72.8K $5.08M
EFA
Ishares Tr Msci Eafe ETF

ETFs
131
+ 0.53%
$72.96 - $90.39 $9.56K - $11.8K
24.9K $2.23M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.66K
New
$29.36 - $35.56 $166K - $201K
5.66K $201K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
8.62K
+ 37.55%
$22.57 - $23.23 $195K - $200K
31.6K $733K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
862
+ 1.15%
$65.1 - $75.98 $56.1K - $65.5K
75.7K $5.75M
IBHE
Ishares Ibonds 2025 Term High

ETFs
7.49K
+ 32.01%
$22.98 - $23.27 $172K - $174K
30.9K $718K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
483
+ 2.81%
$55.54 - $69.09 $26.8K - $33.4K
17.7K $1.22M
IBM
International Business Machines Corp

Technology
2
+ 0.07%
$221.03 - $294.78 $442 - $590
3.02K $890K
CEG
Constellation Energy Corp

Utilities
1
+ 0.09%
$170.96 - $322.76 $171 - $323
1.12K $361K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.36K
+ 4.04%
$35.35 - $42.68 $48.2K - $58.2K
35.2K $1.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
649
+ 3.65%
$25.93 - $32.91 $16.8K - $21.4K
18.4K $607K
VO
Vanguard Mid Cap ETF

ETFs
183
+ 10.39%
$228.54 - $279.83 $41.8K - $51.2K
1.94K $543K
BAC
Bank Of America Corp

Financial Services
167
+ 1.24%
$34.39 - $47.46 $5.74K - $7.93K
13.6K $643K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
44
+ 0.12%
$19.1 - $23.83 $840 - $1.05K
35.7K $851K
VEA
Vanguard Ftse Developed Market

ETFs
31
+ 0.25%
$45.65 - $57.01 $1.42K - $1.77K
12.6K $719K
DFAS
Dimensional ETF Tr U S Small C

ETFs
89
+ 0.51%
$52.31 - $63.72 $4.66K - $5.67K
17.5K $1.11M
IWS
Ishares Russell Midcap Value E

ETFs
15
+ 0.14%
$110.58 - $132.14 $1.66K - $1.98K
11K $1.45M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
328
+ 0.6%
$77.94 - $79.5 $25.6K - $26.1K
55.4K $4.4M
IWN
Ishares Russell2000 Val ETF

ETFs
173
+ 3.97%
$131.84 - $157.76 $22.8K - $27.3K
4.53K $715K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
13
+ 0.11%
$39.89 - $49.46 $519 - $643
11.9K $590K
Activity Summary
Buys All Purchases 94 New Holdings 16 Increased Positions 78 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email