Bedel Financial Consulting, Inc. Purchases in Q3 2024

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
306
+ 5.88%
$99.55 - $123.34 $30.5K - $37.7K
5.51K $667K
IWS
Ishares Russell Midcap Value E

ETFs
167
+ 1.6%
$119.52 - $132.25 $20K - $22.1K
10.6K $1.4M
V
Visa Inc.

Financial Services
401
+ 15.69%
$253.74 - $291.56 $102K - $117K
2.96K $812K
DVY
Ishares Tr

ETFs
597
+ 14.03%
$119.99 - $135.74 $71.6K - $81K
4.85K $655K
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
1.01K
+ 1.81%
$28.35 - $31.57 $28.7K - $31.9K
56.8K $1.79M
PM
Philip Morris International Inc.

Consumer Defensive
200
+ 3.65%
$101.25 - $127.45 $20.3K - $25.5K
5.68K $689K
MO
Altria Group, Inc.

Consumer Defensive
1.51K
+ 16.1%
$45.95 - $54.71 $69.4K - $82.7K
10.9K $556K
PEP
Pepsico Inc

Consumer Defensive
385
+ 3.18%
$161.9 - $179.3 $62.3K - $69K
12.5K $2.12M
ICE
Intercontinental Exchange, Inc.

Financial Services
500
+ 26.4%
$136.93 - $162.81 $68.5K - $81.4K
2.39K $384K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
481
+ 2.39%
$58.03 - $65.37 $27.9K - $31.4K
20.6K $1.34M
HBAN
Huntington Bancshares Inc

Financial Services
527
+ 0.76%
$12.84 - $15.15 $6.77K - $7.98K
70K $1.03M
DHR
Danaher Corp

Healthcare
3
+ 0.08%
$239.25 - $280.76 $718 - $842
3.94K $1.1M
DFAS
Dimensional ETF Tr U S Small C

ETFs
317
+ 1.87%
$59.25 - $65.33 $18.8K - $20.7K
17.2K $1.12M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
38
+ 1.29%
$475.2 - $527.7 $18.1K - $20.1K
2.98K $1.57M
ITW
Illinois Tool Works Inc

Industrials
5
+ 0.13%
$233.14 - $263.97 $1.17K - $1.32K
3.77K $986K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.72K
+ 4.42%
$29.59 - $31.63 $51K - $54.5K
40.6K $1.28M
TCHP
T Rowe Price Exchange Traded F

Technology
1.77K
+ 6.74%
$35.14 - $40.43 $62.3K - $71.7K
28.1K $1.11M
VNLA
Janus Henderson Short Duration

ETFs
1.43K
+ 3.01%
$48.34 - $49.08 $69.2K - $70.3K
49.1K $2.41M
NKE
Nike, Inc.

Consumer Cyclical
4
+ 0.06%
$71.09 - $89.44 $284 - $358
7.06K $624K
AEP
American Electric Power CO Inc

Utilities
304
+ 8.52%
$87.11 - $104.95 $26.5K - $31.9K
3.87K $397K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
2.09K
+ 18.36%
$30.24 - $32.72 $63.2K - $68.4K
13.5K $440K
FFBC
First Financial Bancorp

Financial Services
18
+ 0.07%
$21.7 - $28.09 $391 - $506
27.4K $692K
VB
Vanguard Small Cap ETF

ETFs
136
+ 5.29%
$214.77 - $237.72 $29.2K - $32.3K
2.71K $642K
IWD
Ishares Russell 1000 Val ETF

ETFs
76
+ 1.78%
$173.36 - $189.8 $13.2K - $14.4K
4.35K $825K
BALL
Ball Corp

Consumer Cyclical
27
+ 0.28%
$58.86 - $67.91 $1.59K - $1.83K
9.63K $653K
BMY
Bristol Myers Squibb CO

Healthcare
462
+ 9.14%
$39.66 - $51.75 $18.3K - $23.9K
5.52K $285K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.03%
$64.57 - $71.76 $194 - $215
10.7K $765K
PFE
Pfizer Inc

Healthcare
1.52K
+ 5.44%
$27.7 - $31.39 $42.2K - $47.8K
29.5K $853K
IRM
Iron Mountain Inc

Real Estate
10
+ 0.43%
$89.69 - $119.32 $897 - $1.19K
2.32K $275K
VUG
Vanguard Growth ETF

ETFs
59
+ 1.31%
$341.08 - $391.94 $20.1K - $23.1K
4.56K $1.75M
UL
Unilever PLC

Consumer Defensive
11
+ 0.17%
$54.7 - $65.59 $602 - $721
6.5K $422K
ACN
Accenture PLC

Technology
5
+ 0.4%
$295.44 - $355.81 $1.48K - $1.78K
1.25K $441K
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.02%
$150.05 - $171.34 $150 - $171
4.35K $726K
CLX
Clorox CO

Consumer Defensive
2
+ 0.08%
$131.73 - $166.97 $263 - $334
2.36K $384K
PAUG
Innovator U.S. Equity Power Bu

ETFs
1.34K
+ 17.13%
$35.57 - $37.86 $47.6K - $50.7K
9.16K $346K
IWB
Ishares Tr Russell 1000 ETF

ETFs
135
+ 12.45%
$283.28 - $314.39 $38.2K - $42.4K
1.22K $383K
VBR
Vanguard Small Cap Value ETF

ETFs
13
+ 0.42%
$179.99 - $201.6 $2.34K - $2.62K
3.15K $631K
T
At&T Inc.

Communication Services
383
+ 2.37%
$18.21 - $22.28 $6.97K - $8.53K
16.5K $363K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
40
+ 0.33%
$41.9 - $48.26 $1.68K - $1.93K
12.3K $589K
DD
Du Pont De Nemours, Inc.

Basic Materials
7
+ 0.12%
$77.22 - $89.49 $541 - $626
5.69K $506K
FE
Firstenergy Corp

Utilities
7
+ 0.09%
$38.25 - $44.54 $268 - $312
7.62K $338K
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.3%
$896.19 - $1044.18 $896 - $1.04K
331 $343K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31
+ 0.26%
$59.93 - $66.52 $1.86K - $2.06K
11.9K $789K
TTD
Trade Desk, Inc.

Technology
20
+ 0.58%
$83.08 - $110.79 $1.66K - $2.22K
3.45K $378K
GE
General Electric CO

Industrials
2
+ 0.14%
$156.66 - $189.66 $313 - $379
1.43K $270K
ALL
Allstate Corp

Financial Services
3
+ 0.22%
$158.43 - $192.86 $475 - $579
1.36K $258K
OKE
Oneok Inc

Energy
6
+ 0.14%
$78.62 - $95.27 $472 - $572
4.36K $397K
MDLZ
Mondelez International, Inc.

Consumer Defensive
9
+ 0.2%
$64.35 - $75.71 $579 - $681
4.51K $332K
UNP
Union Pacific Corp

Industrials
5
+ 0.28%
$221.78 - $256.09 $1.11K - $1.28K
1.82K $447K
Activity Summary
Buys All Purchases 140 New Holdings 12 Increased Positions 128 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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