Bedel Financial Consulting, Inc. Reduced Holdings in Q3 2024

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-1.26K
- 0.38%
$772.14 - $960.02 $969K - $1.2M
326K $289M
AMAT
Applied Materials Inc

Technology
-114
- 1.2%
$174.88 - $254.97 $19.9K - $29.1K
9.4K $1.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-690
- 5.12%
$161.02 - $200.0 $111K - $138K
12.8K $2.38M
XOM
Exxon Mobil Corp

Energy
-2.15K
- 8.67%
$109.72 - $119.0 $236K - $256K
22.6K $2.65M
PFFV
Global X Variable Rate Preferr

Technology
-10.2K
- 4.23%
$23.2 - $24.27 $237K - $248K
231K $5.57M
WFC
Wells Fargo & Company

Financial Services
-2.03K
- 20.59%
$51.58 - $60.97 $105K - $124K
7.83K $441K
MRK
Merck & Co., Inc.

Healthcare
-535
- 7.64%
$111.15 - $128.97 $59.5K - $69K
6.47K $734K
NVDA
Nvidia Corp

Technology
-627
- 2.55%
$98.91 - $134.91 $62K - $84.6K
23.9K $2.91M
HON
Honeywell International Inc

Industrials
-325
- 5.06%
$196.73 - $220.21 $63.9K - $71.6K
6.1K $1.26M
DIS
Walt Disney CO

Communication Services
-427
- 2.68%
$85.6 - $98.61 $36.6K - $42.1K
15.5K $1.49M
ELV
Elevance Health, Inc.

Healthcare
-66
- 4.97%
$500.12 - $562.29 $33K - $37.1K
1.26K $656K
GNTX
Gentex Corp

Consumer Cyclical
-373
- 4.67%
$28.39 - $35.19 $10.6K - $13.1K
7.62K $226K
IWP
Ishares Russell Mid Cap Growth

ETFs
-740
- 9.73%
$103.87 - $117.59 $76.9K - $87K
6.86K $805K
TGT
Target Corp

Consumer Defensive
-197
- 10.77%
$133.47 - $159.25 $26.3K - $31.4K
1.63K $254K
CRM
Salesforce, Inc.

Technology
-123
- 9.17%
$238.42 - $276.53 $29.3K - $34K
1.22K $333K
VIG
Vanguard Dividend Appreciation

ETFs
-41
- 1.76%
$182.15 - $182.15 $7.47K - $7.47K
2.28K $415K
KMB
Kimberly Clark Corp

Consumer Defensive
-206
- 4.18%
$135.05 - $148.35 $27.8K - $30.6K
4.72K $671K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-28
- 1.51%
$147.95 - $191.05 $4.14K - $5.35K
1.82K $316K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-45
- 1.64%
$92.56 - $99.46 $4.17K - $4.48K
2.7K $258K
BAC
Bank Of America Corp

Financial Services
-25
- 0.19%
$36.65 - $44.13 $916 - $1.1K
12.9K $510K
COST
Costco Wholesale Corp

Consumer Defensive
-50
- 4.35%
$801.83 - $917.05 $40.1K - $45.9K
1.1K $974K
PDEC
Innovator U.S. Equity Power Bu
-579
- 8.93%
N/A
5.91K $0
DIHP
Dimensional ETF Tr Dimensional

ETFs
-367
- 3.86%
$25.23 - $27.94 $9.26K - $10.3K
9.14K $253K
POCT
Innovator U.S. Equity Power Bu

ETFs
-590
- 1.45%
$37.79 - $38.95 $22.3K - $23K
40.1K $1.56M
MA
Mastercard Inc

Financial Services
-101
- 9.55%
$429.6 - $500.99 $43.4K - $50.6K
957 $472K
DOW
Dow Inc.

Basic Materials
-12
- 0.22%
$50.15 - $55.41 $602 - $665
5.55K $303K
SO
Southern CO

Utilities
-557
- 11.95%
$77.0 - $90.52 $42.9K - $50.4K
4.1K $369K
BIBL
Northern Lts Fd Tr Iv

ETFs
-50
- 0.93%
$36.61 - $40.67 $1.83K - $2.03K
5.33K $216K
AMGN
Amgen Inc

Healthcare
-6
- 0.41%
$309.38 - $337.38 $1.86K - $2.02K
1.45K $467K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4
- 0.21%
$112.99 - $126.45 $452 - $506
1.91K $240K
DE
Deere & CO

Industrials
-29
- 4.52%
$344.84 - $418.0 $10K - $12.1K
613 $255K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-43
- 0.79%
$116.79 - $133.54 $5.02K - $5.74K
5.4K $711K
VZ
Verizon Communications Inc

Communication Services
-172
- 2.36%
$38.89 - $45.0 $6.69K - $7.74K
7.12K $319K
ABT
Abbott Laboratories

Healthcare
-7
- 0.35%
$100.07 - $118.13 $700 - $827
2.02K $229K
VTV
Vanguard Value ETF

ETFs
-307
- 5.85%
$159.75 - $174.57 $49K - $53.6K
4.94K $862K
DISV
Dimensional ETF Tr Dimensional

ETFs
-500
- 2.91%
$26.06 - $29.18 $13K - $14.6K
16.7K $484K
SHOP
Shopify Inc.

Technology
-556
- 11.67%
$52.26 - $80.75 $29.1K - $44.9K
4.21K $337K
GD
General Dynamics Corp

Industrials
-10
- 0.45%
$279.51 - $308.09 $2.8K - $3.08K
2.19K $662K
FDN
First Tr Fd Dow Jones

ETFs
-24
- 0.49%
$183.68 - $212.48 $4.41K - $5.1K
4.88K $1.03M
SYK
Stryker Corp

Healthcare
-22
- 1.27%
$315.94 - $371.96 $6.95K - $8.18K
1.71K $618K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-50
- 0.51%
$61.11 - $67.85 $3.06K - $3.39K
9.84K $667K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 0.64%
$332.02 - $382.76 $9.3K - $10.7K
4.38K $1.64M
WY
Weyerhaeuser CO

Real Estate
-135
- 1.68%
$27.05 - $33.84 $3.65K - $4.57K
7.9K $267K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-12
- 0.47%
$256.4 - $289.78 $3.08K - $3.48K
2.54K $721K
DUK
Duke Energy Corp

Utilities
-50
- 1.24%
$99.35 - $117.71 $4.97K - $5.89K
3.99K $460K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-349
- 3.47%
$17.57 - $25.19 $6.13K - $8.79K
9.71K $235K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 3.88%
$488.01 - $604.18 $21K - $26K
1.07K $622K
SBUX
Starbucks Corp

Consumer Cyclical
-587
- 8.19%
$72.51 - $98.6 $42.6K - $57.9K
6.58K $641K
CAT
Caterpillar Inc

Industrials
-32
- 1.67%
$316.8 - $391.12 $10.1K - $12.5K
1.89K $737K
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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