Bedel Financial Consulting, Inc. Reduced Holdings in Q4 2024

Bedel Financial Consulting, Inc.

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.44K
- 11.74%
$570.51 - $610.59 $821K - $879K
10.8K $6.37M
DHR
Danaher Corp

Healthcare
-1.83K
- 46.43%
$226.16 - $274.52 $414K - $502K
2.11K $484K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-740
- 0.37%
$39.3 - $41.34 $29.1K - $30.6K
202K $7.95M
MSFT
Microsoft Corp

Technology
-268
- 0.78%
$406.35 - $454.46 $109K - $122K
33.9K $14.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.49K
- 16.91%
$58.88 - $64.8 $205K - $226K
17.1K $1.01M
XOM
Exxon Mobil Corp

Energy
-936
- 4.14%
$105.51 - $125.37 $98.8K - $117K
21.7K $2.33M
KO
Coca Cola CO

Consumer Defensive
-367
- 1.59%
$61.74 - $71.71 $22.7K - $26.3K
22.7K $1.41M
PEP
Pepsico Inc

Consumer Defensive
-129
- 1.03%
$151.29 - $176.1 $19.5K - $22.7K
12.4K $1.88M
PFFV
Global X Variable Rate Preferr

Technology
-5.21K
- 2.25%
$23.57 - $24.48 $123K - $127K
226K $5.33M
FLV
American Centy ETF Tr Focused

ETFs
-217
- 0.35%
$66.11 - $71.93 $14.3K - $15.6K
61.2K $4.08M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-102
- 0.56%
$442.29 - $483.08 $45.1K - $49.3K
18.3K $8.28M
NEE
Nextera Energy Inc

Utilities
-41
- 0.35%
$69.77 - $85.43 $2.86K - $3.5K
11.7K $837K
LOW
Lowes Companies Inc

Consumer Cyclical
-40
- 0.72%
$244.52 - $284.07 $9.78K - $11.4K
5.51K $1.36M
BALL
Ball Corp

Consumer Cyclical
-27
- 0.28%
$54.84 - $67.94 $1.48K - $1.83K
9.6K $526K
MCD
Mcdonalds Corp

Consumer Cyclical
-75
- 1.3%
$288.47 - $316.54 $21.6K - $23.7K
5.68K $1.65M
ITW
Illinois Tool Works Inc

Industrials
-244
- 6.48%
$253.56 - $278.5 $61.9K - $68K
3.52K $892K
VTI
Vanguard Total Stock Market Et

ETFs
-592
- 4.99%
$280.04 - $302.45 $166K - $179K
11.3K $3.27M
NKE
Nike, Inc.

Consumer Cyclical
-36
- 0.51%
$73.36 - $89.13 $2.64K - $3.21K
7.03K $531K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-302
- 24.77%
$311.11 - $335.64 $94K - $101K
917 $295K
KMB
Kimberly Clark Corp

Consumer Defensive
-189
- 4.01%
$130.37 - $146.09 $24.6K - $27.6K
4.53K $593K
SBUX
Starbucks Corp

Consumer Cyclical
-366
- 5.56%
$87.44 - $102.5 $32K - $37.5K
6.21K $566K
ORCL
Oracle Corp

Technology
-94
- 0.6%
$165.41 - $192.43 $15.5K - $18.1K
15.5K $2.58M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-7
- 0.16%
$59.25 - $72.99 $415 - $511
4.5K $269K
UNP
Union Pacific Corp

Industrials
-117
- 6.44%
$223.15 - $249.32 $26.1K - $29.2K
1.7K $387K
UL
Unilever PLC

Consumer Defensive
-11
- 0.17%
$56.7 - $64.64 $624 - $711
6.49K $367K
CAG
Conagra Brands Inc.

Consumer Defensive
-22
- 0.22%
$26.48 - $32.72 $583 - $720
9.98K $277K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-1.34K
- 14.63%
$37.61 - $38.92 $50.4K - $52.1K
7.82K $300K
VZ
Verizon Communications Inc

Communication Services
-211
- 2.96%
$39.6 - $45.21 $8.36K - $9.54K
6.91K $276K
IBM
International Business Machines Corp

Technology
-169
- 5.3%
$204.9 - $238.04 $34.6K - $40.2K
3.02K $663K
AEP
American Electric Power CO Inc

Utilities
-4
- 0.1%
$90.91 - $102.21 $364 - $409
3.87K $356K
MMM
3 M CO

Industrials
-75
- 2.14%
$124.74 - $137.12 $9.36K - $10.3K
3.43K $442K
SO
Southern CO

Utilities
-23
- 0.56%
$81.5 - $94.15 $1.87K - $2.17K
4.08K $335K
CMCSA
Comcast Corp

Communication Services
-172
- 2.83%
$37.39 - $45.14 $6.43K - $7.76K
5.9K $221K
ACN
Accenture PLC

Technology
-71
- 5.68%
$343.9 - $376.86 $24.4K - $26.8K
1.18K $414K
CVX
Chevron Corp

Energy
-7
- 0.08%
$141.15 - $162.53 $988 - $1.14K
8.5K $1.23M
LKFN
Lakeland Financial Corp

Financial Services
-650
- 10.08%
$61.39 - $75.85 $39.9K - $49.3K
5.8K $398K
PM
Philip Morris International Inc.

Consumer Defensive
-122
- 2.15%
$118.38 - $133.06 $14.4K - $16.2K
5.56K $669K
BIBL
Northern Lts Fd Tr Iv

ETFs
-241
- 4.52%
$38.73 - $42.41 $9.33K - $10.2K
5.09K $197K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-21
- 0.53%
$91.94 - $100.02 $1.93K - $2.1K
3.98K $368K
VT
Vanguard Total World Stk Index

ETFs
-53
- 2.42%
$117.09 - $123.07 $6.21K - $6.52K
2.14K $251K
EMR
Emerson Electric CO

Industrials
-433
- 14.42%
$108.13 - $134.33 $46.8K - $58.2K
2.57K $318K
CB
Chubb LTD

Financial Services
-1
- 0.13%
$271.57 - $301.89 $272 - $302
750 $207K
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-477
- 3.54%
$32.41 - $33.9 $15.5K - $16.2K
13K $431K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-428
- 2.33%
$35.94 - $36.85 $15.4K - $15.8K
17.9K $659K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-160
- 2.48%
$36.63 - $37.8 $5.86K - $6.05K
6.29K $236K
PSEP
Innovator U.S. Equity Power Bu
-773
- 3.11%
N/A
24.1K $0
Gsk PLC
-11
- 0.15%
N/A
7.56K $0
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-101
- 1.06%
$37.97 - $38.95 $3.83K - $3.93K
9.42K $366K
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
-57
- 0.52%
$33.71 - $34.99 $1.92K - $1.99K
11K $378K
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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