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
IWD
Ishares Russell 1000 Val ETF

ETFs
99
+ 2.25%
$166.82 - $194.23 $16.5K - $19.2K
4.5K $874K
CTVA
Corteva, Inc.

Basic Materials
26
+ 0.69%
$55.52 - $74.53 $1.44K - $1.94K
3.82K $284K
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$247.68 - $291.66 $248 - $292
2.2K $640K
VEU
Vanguard Ftse All World Ex Us

ETFs
10
+ 0.16%
$54.19 - $67.22 $542 - $672
6.3K $423K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9
+ 0.46%
$104.23 - $134.39 $938 - $1.21K
1.95K $262K
IAU
Ishares Gold Trust

ETFs
350
+ 10.19%
$56.1 - $64.74 $19.6K - $22.7K
3.79K $236K
RSP
Invesco S&P 500 Equal Weight E

ETFs
40
+ 1.24%
$152.93 - $181.74 $6.12K - $7.27K
3.27K $593K
V
Visa Inc.

Financial Services
51
+ 1.79%
$308.27 - $373.31 $15.7K - $19K
2.9K $1.03M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$162.76 - $195.77 $163 - $196
3.29K $642K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11
+ 0.08%
$20.42 - $25.3 $225 - $278
14.6K $370K
DIHP
Dimensional ETF Tr Dimensional

ETFs
20
+ 0.22%
$24.32 - $29.74 $486 - $595
9.17K $270K
QCOM
Qualcomm Inc

Technology
3
+ 0.09%
$124.66 - $159.48 $374 - $478
3.42K $544K
F
Ford Motor CO

Consumer Cyclical
10
+ 0.06%
$8.69 - $10.85 $86.9 - $109
16.1K $174K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
195
+ 1.53%
$50.34 - $51.86 $9.82K - $10.1K
12.9K $664K
HD
Home Depot, Inc.

Consumer Cyclical
17
+ 0.31%
$335.24 - $380.78 $5.7K - $6.47K
5.54K $2.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
14
+ 0.32%
$79.56 - $82.92 $1.11K - $1.16K
4.44K $367K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 0.22%
$75.05 - $77.34 $751 - $773
4.5K $348K
Fidelity Wise Origin Bitcoin
333
+ 2.31%
N/A
14.7K $0
Vanguard Wellington Fd
20.5K
New
N/A
20.5K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
561
+ 5.64%
N/A
10.5K $0
Blackrock Inc
206
New
N/A
206 $0
Calamos ETF Tr
9.51K
New
N/A
9.51K $0
FE
Firstenergy Corp

Utilities
9
+ 0.11%
$38.31 - $43.17 $345 - $389
8.4K $338K
TIP
Ishares Tr Tips Bd ETF

ETFs
5
+ 0.23%
$107.93 - $110.97 $540 - $555
2.23K $244K
ET
Energy Transfer LP

Energy
73
+ 0.39%
$15.65 - $18.93 $1.14K - $1.38K
18.6K $336K
TSCO
Tractor Supply CO

Consumer Cyclical
14
+ 0.32%
$47.86 - $55.77 $670 - $781
4.34K $228K
VNQ
Vanguard Specialized Funds Van

ETFs
29
+ 0.31%
$79.79 - $91.42 $2.31K - $2.65K
9.26K $824K
PLD
Prologis, Inc.

Real Estate
1
+ 0.05%
$89.76 - $112.34 $89.8 - $112
1.92K $201K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
548
+ 0.25%
$39.34 - $40.41 $21.6K - $22.1K
216K $8.64M
MPLX
Mplx LP

Energy
71
+ 0.69%
$46.68 - $53.89 $3.31K - $3.83K
10.3K $531K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2
+ 0.02%
$68.13 - $74.77 $136 - $150
10.7K $777K
DD
Du Pont De Nemours, Inc.

Basic Materials
28
+ 0.49%
$55.13 - $75.25 $1.54K - $2.11K
5.74K $393K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.17%
$220.99 - $268.54 $442 - $537
1.2K $286K
LYB
Lyondell Basell Industries N.V.

Basic Materials
28
+ 0.57%
$53.23 - $70.65 $1.49K - $1.98K
4.98K $287K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.05%
$210.83 - $235.28 $632 - $706
5.55K $1.23M
CLX
Clorox CO

Consumer Defensive
1
+ 0.04%
$118.01 - $148.69 $118 - $149
2.37K $284K
OKE
Oneok Inc

Energy
6
+ 0.14%
$78.71 - $100.37 $472 - $602
4.38K $357K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
13.6K
+ 1400.0%
$87.84 - $1441.89 $1.19M - $19.6M
14.6K $1.31M
CVX
Chevron Corp

Energy
4
+ 0.05%
$133.73 - $168.51 $535 - $674
8.52K $1.22M
PEP
Pepsico Inc

Consumer Defensive
2
+ 0.02%
$128.02 - $151.37 $256 - $303
12.3K $1.62M
ABBV
Abb Vie Inc.

Healthcare
23
+ 0.18%
$170.16 - $206.27 $3.91K - $4.74K
12.6K $2.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 1.32%
$483.48 - $539.8 $116K - $130K
18.5K $8.97M
LLY
Eli Lilly & CO

Healthcare
26
+ 0.01%
$713.71 - $898.95 $18.6K - $23.4K
329K $256M
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
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