Bedel Financial Consulting, Inc. Incresed Positions in Q1 2025

Bedel Financial Consulting, Inc.

  • $720 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.03%
$68.32 - $75.06 $205 - $225
10.7K $797K
ALL
Allstate Corp

Financial Services
136
+ 9.99%
$180.99 - $210.18 $24.6K - $28.6K
1.5K $310K
SYK
Stryker Corp

Healthcare
69
+ 4.03%
$355.18 - $399.9 $24.5K - $27.6K
1.78K $662K
PG
Procter & Gamble CO

Consumer Defensive
51
+ 0.42%
$158.56 - $176.26 $8.09K - $8.99K
12.3K $2.09M
VZ
Verizon Communications Inc

Communication Services
82
+ 1.19%
$37.81 - $46.49 $3.1K - $3.81K
6.99K $317K
NJR
New Jersey Resources Corp

Utilities
428
+ 5.06%
$45.25 - $49.37 $19.4K - $21.1K
8.88K $435K
CAG
Conagra Brands Inc.

Consumer Defensive
1.88K
+ 18.86%
$23.9 - $27.67 $45K - $52.1K
11.9K $316K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.02%
$56.12 - $68.15 $56.1 - $68.2
4.51K $305K
BMY
Bristol Myers Squibb CO

Healthcare
171
+ 3.01%
$53.9 - $63.11 $9.22K - $10.8K
5.86K $357K
FE
Firstenergy Corp

Utilities
757
+ 9.92%
$37.95 - $43.5 $28.7K - $32.9K
8.39K $339K
CB
Chubb LTD

Financial Services
48
+ 6.4%
$257.71 - $301.99 $12.4K - $14.5K
798 $240K
PFFV
Global X Variable Rate Preferr

Technology
407
+ 0.18%
$23.51 - $24.14 $9.57K - $9.82K
227K $5.36M
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
3.17K
+ 5.35%
$30.31 - $33.52 $96.1K - $106K
62.4K $1.92M
WFC
Wells Fargo & Company

Financial Services
168
+ 1.89%
$66.78 - $81.42 $11.2K - $13.7K
9.07K $650K
VEU
Vanguard Ftse All World Ex Us

ETFs
9
+ 0.14%
$56.51 - $62.98 $509 - $567
6.29K $381K
GD
General Dynamics Corp

Industrials
1
+ 0.05%
$241.94 - $272.58 $242 - $273
2.2K $598K
UNP
Union Pacific Corp

Industrials
15
+ 0.88%
$225.21 - $254.42 $3.38K - $3.82K
1.72K $405K
VNQ
Vanguard Specialized Funds Van

ETFs
34
+ 0.37%
$85.55 - $94.34 $2.91K - $3.21K
9.23K $835K
DIHP
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.05%
$25.1 - $27.85 $126 - $139
9.15K $246K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
463
+ 8.82%
$43.63 - $46.01 $20.2K - $21.3K
5.71K $251K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.59K
+ 7.05%
$91.68 - $109.93 $146K - $175K
24.1K $2.26M
TIP
Ishares Tr Tips Bd ETF

ETFs
25
+ 1.14%
$106.22 - $111.09 $2.66K - $2.78K
2.22K $246K
VCIT
Vanguard Intermediate Term Cor

ETFs
38
+ 0.87%
$79.17 - $82.04 $3.01K - $3.12K
4.42K $361K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
29
+ 0.65%
$73.78 - $76.59 $2.14K - $2.22K
4.49K $343K
CMCSA
Comcast Corp

Communication Services
373
+ 6.32%
$33.19 - $38.23 $12.4K - $14.3K
6.28K $231K
TSCO
Tractor Supply CO

Consumer Cyclical
12
+ 0.28%
$51.66 - $57.94 $620 - $695
4.32K $238K
PFE
Pfizer Inc

Healthcare
1.95K
+ 5.6%
$25.01 - $27.13 $48.8K - $52.9K
36.8K $931K
DFS
Discover Financial Services

Financial Services
67
+ 3.9%
$152.99 - $203.25 $10.3K - $13.6K
1.79K $304K
AXON
Axon Enterprise, Inc.

Industrials
50
+ 16.67%
$496.65 - $710.01 $24.8K - $35.5K
350 $184K
GS
Goldman Sachs Group Inc

Financial Services
24
+ 6.43%
$524.81 - $672.19 $12.6K - $16.1K
397 $216K
QCOM
Qualcomm Inc

Technology
3
+ 0.09%
$151.94 - $175.86 $456 - $528
3.42K $524K
SCMB
Schwab Strategic Tr Mun Bd ETF
4
+ 0.04%
N/A
9.95K $0
Fidelity Wise Origin Bitcoin
193
+ 1.36%
N/A
14.4K $0
J P Morgan Exchange Traded F
634
+ 3.37%
N/A
19.4K $0
NEE
Nextera Energy Inc

Utilities
86
+ 0.74%
$66.96 - $76.16 $5.76K - $6.55K
11.8K $834K
OKE
Oneok Inc

Energy
6
+ 0.14%
$89.57 - $109.85 $537 - $659
4.37K $433K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
30
+ 4.57%
$522.96 - $601.18 $15.7K - $18K
687 $366K
CEG
Constellation Energy Corp

Utilities
71
+ 6.77%
$201.63 - $347.44 $14.3K - $24.7K
1.12K $225K
VBR
Vanguard Small Cap Value ETF

ETFs
129
+ 4.08%
$183.02 - $207.75 $23.6K - $26.8K
3.29K $613K
LYB
Lyondell Basell Industries N.V.

Basic Materials
24
+ 0.49%
$69.82 - $78.67 $1.68K - $1.89K
4.95K $348K
ET
Energy Transfer LP

Energy
63
+ 0.34%
$17.26 - $21.08 $1.09K - $1.33K
18.5K $343K
IWS
Ishares Russell Midcap Value E

ETFs
118
+ 1.09%
$122.59 - $135.24 $14.5K - $16K
11K $1.38M
MS
Morgan Stanley

Financial Services
1
+ 0.03%
$111.68 - $141.08 $112 - $141
3.06K $356K
AMD
Advanced Micro Devices Inc

Technology
204
+ 7.29%
$96.63 - $129.55 $19.7K - $26.4K
3K $308K
VGT
Vanguard Information Technolog

ETFs
67
+ 8.09%
$542.38 - $646.34 $36.3K - $43.3K
895 $485K
CRM
Salesforce, Inc.

Technology
171
+ 14.45%
$268.36 - $359.95 $45.9K - $61.6K
1.35K $363K
IWP
Ishares Russell Mid Cap Growth

ETFs
277
+ 3.96%
$114.9 - $139.6 $31.8K - $38.7K
7.27K $854K
CLX
Clorox CO

Consumer Defensive
2
+ 0.08%
$141.76 - $162.89 $284 - $326
2.37K $348K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8
+ 0.05%
$23.16 - $27.04 $185 - $216
14.6K $342K
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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