Bedel Financial Consulting, Inc. Reduced Holdings in Q1 2025

Bedel Financial Consulting, Inc.

  • $720 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-507
- 1.49%
$375.39 - $447.2 $190K - $227K
33.4K $12.5M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-13.9K
- 24.12%
$36.64 - $45.76 $510K - $637K
43.8K $1.64M
TSLA
Tesla, Inc.

Consumer Cyclical
-312
- 7.47%
$222.15 - $428.22 $69.3K - $134K
3.87K $1M
NVDA
Nvidia Corp

Technology
-711
- 3.08%
$106.98 - $149.43 $76.1K - $106K
22.4K $2.43M
IWM
Ishares Russell 2000 ETF

ETFs
-993
- 7.27%
$198.1 - $229.79 $197K - $228K
12.7K $2.53M
VTI
Vanguard Total Stock Market Et

ETFs
-1.01K
- 8.98%
$271.18 - $303.12 $275K - $307K
10.3K $2.82M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.47K
- 40.46%
$102.49 - $119.96 $254K - $297K
3.64K $380K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.13K
- 5.8%
$82.81 - $92.93 $176K - $198K
34.6K $2.95M
DIS
Walt Disney CO

Communication Services
-1.1K
- 7.22%
$96.87 - $114.0 $107K - $126K
14.1K $1.4M
AMAT
Applied Materials Inc

Technology
-14
- 0.14%
$145.06 - $195.51 $2.03K - $2.74K
9.71K $1.41M
ITW
Illinois Tool Works Inc

Industrials
-560
- 15.9%
$244.9 - $274.48 $137K - $154K
2.96K $734K
SPG
Simon Property Group Inc

Real Estate
-60
- 0.79%
$159.48 - $187.78 $9.57K - $11.3K
7.56K $1.26M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-750
- 10.16%
$46.03 - $49.45 $34.5K - $37.1K
6.63K $309K
MO
Altria Group, Inc.

Consumer Defensive
-2.48K
- 18.43%
$50.81 - $60.02 $126K - $149K
11K $658K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-452
- 1.5%
$21.75 - $24.28 $9.83K - $11K
29.8K $657K
PEP
Pepsico Inc

Consumer Defensive
-102
- 0.83%
$142.64 - $156.42 $14.5K - $16K
12.2K $1.84M
META
Meta Platforms, Inc.

Communication Services
-1
- 0.03%
$576.36 - $736.67 $576 - $737
2.94K $1.69M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-527
- 2.45%
$41.09 - $43.24 $21.7K - $22.8K
21K $870K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-400
- 2.78%
$100.32 - $100.76 $40.1K - $40.3K
14K $1.41M
BSTP
Innovator Etfs Tr Buffer Step

ETFs
-670
- 5.16%
$31.97 - $34.34 $21.4K - $23K
12.3K $398K
DGRO
Ishares Core Dividend Growth E

ETFs
-584
- 10.58%
$60.46 - $64.42 $35.3K - $37.6K
4.94K $305K
BAC
Bank Of America Corp

Financial Services
-18
- 0.13%
$39.61 - $47.74 $713 - $859
13.4K $560K
POCT
Innovator U.S. Equity Power Bu

ETFs
-52
- 0.13%
$38.53 - $40.49 $2K - $2.11K
40.1K $1.56M
PFEB
Innovator U.S. Equity Power Bu

ETFs
-184
- 1.03%
$35.54 - $37.44 $6.54K - $6.89K
17.7K $635K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-350
- 4.48%
$37.4 - $39.42 $13.1K - $13.8K
7.47K $282K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-199
- 2.11%
$37.87 - $39.86 $7.54K - $7.93K
9.22K $351K
DD
Du Pont De Nemours, Inc.

Basic Materials
-4
- 0.07%
$72.7 - $84.32 $291 - $337
5.72K $426K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-497
- 4.0%
$42.5 - $46.71 $21.1K - $23.2K
11.9K $540K
MA
Mastercard Inc

Financial Services
-35
- 3.7%
$504.67 - $576.31 $17.7K - $20.2K
910 $498K
F
Ford Motor CO

Consumer Cyclical
-77
- 0.48%
$9.12 - $10.43 $702 - $803
16.1K $161K
VTV
Vanguard Value ETF

ETFs
-100
- 1.74%
$167.73 - $179.21 $16.8K - $17.9K
5.64K $973K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-25
- 0.12%
$27.01 - $28.54 $675 - $714
20.9K $583K
COST
Costco Wholesale Corp

Consumer Defensive
-22
- 1.89%
$890.62 - $1076.86 $19.6K - $23.7K
1.14K $1.08M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-17
- 0.21%
$26.06 - $29.44 $443 - $500
8K $229K
EVRG
Evergy, Inc.

Utilities
-75
- 2.4%
$59.9 - $69.52 $4.49K - $5.21K
3.05K $210K
NFLX
Netflix Inc

Communication Services
-1
- 0.22%
$828.4 - $1058.6 $828 - $1.06K
456 $425K
CTVA
Corteva, Inc.

Basic Materials
-3
- 0.08%
$55.94 - $66.15 $168 - $198
3.79K $238K
ABT
Abbott Laboratories

Healthcare
-10
- 0.47%
$111.1 - $140.22 $1.11K - $1.4K
2.14K $283K
KR
Kroger CO

Consumer Defensive
-3
- 0.05%
$58.36 - $67.72 $175 - $203
6.49K $439K
PLTR
Palantir Technologies Inc.

Technology
-51
- 0.65%
$64.98 - $124.62 $3.31K - $6.36K
7.78K $656K
XOM
Exxon Mobil Corp

Energy
-51
- 0.24%
$105.44 - $118.93 $5.38K - $6.07K
21.6K $2.57M
JNJ
Johnson & Johnson

Healthcare
-127
- 0.85%
$142.06 - $167.7 $18K - $21.3K
14.8K $2.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-50
- 0.27%
$442.66 - $534.52 $22.1K - $26.7K
18.2K $9.71M
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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