Bedel Financial Consulting, Inc. Reduced Holdings in Q2 2025

Bedel Financial Consulting, Inc.

  • $737 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-421
- 1.12%
$32.79 - $36.78 $13.8K - $15.5K
37.1K $1.37M
IWM
Ishares Russell 2000 ETF

ETFs
-635
- 5.02%
$174.82 - $215.79 $111K - $137K
12K $2.6M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-868
- 1.98%
$28.75 - $33.88 $25K - $29.4K
42.9K $1.45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-370
- 1.08%
$51.16 - $62.02 $18.9K - $22.9K
34K $2.11M
CAT
Caterpillar Inc

Industrials
-25
- 1.28%
$273.94 - $388.21 $6.85K - $9.71K
1.92K $746K
AMD
Advanced Micro Devices Inc

Technology
-48
- 1.6%
$78.21 - $143.81 $3.75K - $6.9K
2.95K $419K
ETN
Eaton Corp PLC

Industrials
-5
- 0.32%
$246.52 - $356.99 $1.23K - $1.78K
1.54K $550K
ISRG
Intuitive Surgical Inc

Healthcare
-36
- 1.11%
$451.58 - $565.94 $16.3K - $20.4K
3.22K $1.75M
TSLA
Tesla, Inc.

Consumer Cyclical
-274
- 7.09%
$221.86 - $362.89 $60.8K - $99.4K
3.59K $1.14M
IWP
Ishares Russell Mid Cap Growth

ETFs
-72
- 0.99%
$104.34 - $138.68 $7.51K - $9.98K
7.2K $998K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-371
- 1.9%
$152.42 - $182.82 $56.5K - $67.8K
19.2K $3.51M
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
-236
- 0.38%
$27.26 - $33.93 $6.43K - $8.01K
62.1K $2.11M
CSCO
Cisco Systems, Inc.

Technology
-591
- 1.93%
$53.19 - $69.38 $31.4K - $41K
30K $2.08M
WMT
Walmart Inc.

Consumer Defensive
-50
- 0.19%
$81.79 - $99.98 $4.09K - $5K
25.9K $2.53M
AMAT
Applied Materials Inc

Technology
-437
- 4.5%
$126.95 - $183.52 $55.5K - $80.2K
9.28K $1.7M
VUG
Vanguard Growth ETF

ETFs
-4
- 0.09%
$329.49 - $438.4 $1.32K - $1.75K
4.57K $2.01M
AVGO
Broadcom Inc.

Technology
-131
- 3.81%
$146.29 - $275.65 $19.2K - $36.1K
3.31K $911K
GOOG
Alphabet Inc.

Communication Services
-4
- 0.02%
$146.58 - $180.01 $586 - $720
16.6K $2.95M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-400
- 0.17%
$33.22 - $37.29 $13.3K - $14.9K
238K $8.86M
AMZN
Amazon Com Inc

Consumer Cyclical
-51
- 0.36%
$167.32 - $223.3 $8.53K - $11.4K
14K $3.06M
META
Meta Platforms, Inc.

Communication Services
-14
- 0.48%
$484.66 - $738.09 $6.79K - $10.3K
2.92K $2.16M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-790
- 0.64%
$30.25 - $38.85 $23.9K - $30.7K
123K $4.78M
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 0.13%
$496.48 - $617.85 $12.4K - $15.4K
19.5K $12M
ORCL
Oracle Corp

Technology
-43
- 0.28%
$122.82 - $218.63 $5.28K - $9.4K
15.5K $3.39M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-6
- -0.0%
$63.36 - $80.23 $380 - $481
151K $12.1M
JPM
Jpmorgan Chase & CO

Financial Services
-95
- 0.31%
$210.28 - $289.91 $20K - $27.5K
31K $8.98M
CGGR
Capital Group Growth ETF Shs C

ETFs
-3.29K
- 1.17%
$30.53 - $40.65 $100K - $134K
279K $11.3M
DFAE
Dimensional ETF Tr

ETFs
-1.52K
- 0.26%
$22.87 - $28.95 $34.7K - $44K
584K $16.9M
Activity Summary
Buys All Purchases 94 New Holdings 16 Increased Positions 78 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email