Bedel Financial Consulting, Inc. Incresed Positions in Q4 2024

Bedel Financial Consulting, Inc.

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
241
+ 0.3%
$221.69 - $259.02 $53.4K - $62.4K
80.6K $20.2M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.18K
+ 3.01%
$34.49 - $39.24 $282K - $321K
280K $10.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.61K
+ 26.12%
$87.25 - $95.52 $664K - $727K
36.8K $3.25M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
8.62K
+ 27.28%
$75.22 - $82.17 $648K - $708K
40.2K $3.06M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.37K
+ 4.97%
$72.18 - $81.41 $315K - $355K
92.2K $6.96M
AMZN
Amazon Com Inc

Consumer Cyclical
577
+ 4.52%
$180.88 - $232.93 $104K - $134K
13.4K $2.93M
GOOGL
Alphabet Inc.

Communication Services
232
+ 1.14%
$161.86 - $196.66 $37.6K - $45.6K
20.6K $3.89M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.11%
$163.08 - $198.16 $2.94K - $3.57K
16.6K $3.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
283
+ 1.58%
$567.81 - $607.81 $161K - $172K
18.2K $10.7M
FYC
First Trust Small Cap Growth A

ETFs
2.66K
+ 5.22%
$72.19 - $84.64 $192K - $225K
53.6K $4.15M
VEA
Vanguard Ftse Developed Market

ETFs
6.97K
+ 183.61%
$47.57 - $52.44 $331K - $365K
10.8K $514K
GLD
Spdr Gold Trust

ETFs
1.15K
+ 30.86%
$236.59 - $257.5 $271K - $295K
4.86K $1.18M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17.6K
+ 2.83%
$49.79 - $51.14 $877K - $901K
640K $32.1M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
7.02K
+ 17.28%
$31.36 - $32.75 $220K - $230K
47.7K $1.54M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
5.01K
+ 7.46%
$73.19 - $81.02 $366K - $406K
72.1K $5.35M
AVGO
Broadcom Inc.

Technology
101
+ 3.2%
$159.67 - $250.0 $16.1K - $25.3K
3.25K $754K
HBAN
Huntington Bancshares Inc

Financial Services
5.93K
+ 8.47%
$14.18 - $18.2 $84.1K - $108K
76K $1.24M
WFC
Wells Fargo & Company

Financial Services
1.07K
+ 13.67%
$54.98 - $77.35 $58.8K - $82.8K
8.9K $624K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.65K
+ 7.38%
$56.06 - $61.35 $261K - $285K
67.7K $3.82M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.71K
+ 13.46%
$100.22 - $100.73 $171K - $172K
14.4K $1.44M
VB
Vanguard Small Cap ETF

ETFs
646
+ 23.86%
$233.76 - $261.58 $151K - $169K
3.35K $805K
MO
Altria Group, Inc.

Consumer Defensive
2.55K
+ 23.43%
$49.06 - $57.74 $125K - $147K
13.5K $703K
TCHP
T Rowe Price Exchange Traded F

Technology
1.61K
+ 5.71%
$39.17 - $43.9 $62.9K - $70.5K
29.7K $1.25M
META
Meta Platforms, Inc.

Communication Services
131
+ 4.67%
$554.08 - $632.68 $72.6K - $82.9K
2.94K $1.73M
VTV
Vanguard Value ETF

ETFs
793
+ 16.05%
$168.32 - $181.87 $133K - $144K
5.74K $970K
LYB
Lyondell Basell Industries N.V.

Basic Materials
2.22K
+ 82.34%
$72.97 - $96.75 $162K - $215K
4.93K $365K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.52K
+ 51.44%
$74.5 - $78.37 $113K - $119K
4.46K $333K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
5.28K
+ 10.08%
$43.84 - $48.76 $231K - $257K
57.7K $2.54M
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
2.38K
+ 4.18%
$31.24 - $33.38 $74.2K - $79.3K
59.2K $1.89M
USB
Us Bancorp \De\

Financial Services
1.35K
+ 10.68%
$43.98 - $53.66 $59.4K - $72.4K
14K $669K
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 5.64%
$873.59 - $994.69 $54.2K - $61.7K
1.16K $1.06M
IWP
Ishares Russell Mid Cap Growth

ETFs
128
+ 1.86%
$116.4 - $138.52 $14.9K - $17.7K
6.99K $886K
BAC
Bank Of America Corp

Financial Services
600
+ 4.67%
$39.22 - $47.77 $23.5K - $28.7K
13.5K $591K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
188
+ 10.32%
$172.07 - $207.36 $32.3K - $39K
2.01K $396K
VIG
Vanguard Dividend Appreciation

ETFs
419
+ 18.36%
N/A
2.7K $491K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$280.08 - $307.97 $280 - $308
4.65K $1.36M
PFE
Pfizer Inc

Healthcare
5.33K
+ 18.07%
$24.8 - $30.19 $132K - $161K
34.8K $923K
MS
Morgan Stanley

Financial Services
1
+ 0.03%
$104.42 - $134.99 $104 - $135
3.06K $384K
RSP
Invesco S&P 500 Equal Weight E

ETFs
414
+ 23.35%
$174.22 - $187.62 $72.1K - $77.7K
2.19K $383K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
909
+ 2.74%
$61.68 - $67.87 $56.1K - $61.7K
34.1K $2.13M
OKE
Oneok Inc

Energy
5
+ 0.11%
$92.28 - $117.05 $461 - $585
4.37K $438K
QUAL
Ishares Msci Usa Quality Facto

ETFs
350
+ 1.82%
$176.42 - $186.91 $61.7K - $65.4K
19.5K $3.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.83K
+ 12.87%
$75.1 - $82.99 $212K - $234K
24.8K $1.87M
BMY
Bristol Myers Squibb CO

Healthcare
175
+ 3.17%
$51.92 - $59.94 $9.09K - $10.5K
5.69K $321K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 207.29%
$22.4 - $68.28 $457K - $1.39M
30.2K $700K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.38K
+ 2.59%
$77.86 - $79.27 $107K - $109K
54.6K $4.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
370
+ 6.44%
$113.92 - $127.38 $42.2K - $47.1K
6.11K $704K
XLF
Financial Sector Spdr

ETFs
65
+ 0.66%
$44.89 - $51.34 $2.92K - $3.34K
9.97K $482K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.12%
$571.78 - $647.97 $572 - $648
828 $514K
Activity Summary
Buys All Purchases 134 New Holdings 16 Increased Positions 118 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 1
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