Bedel Financial Consulting, Inc. Portfolio Holdings
Bedel Financial Consulting, Inc.
- $720 Million
- Q1 2025
Bedel Financial Consulting, Inc. has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $720 Million distributed in 264 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $271M, Dimensional ETF Tr with a value of $43M, Vanguard Mun Bd Fds Tax Exempt with a value of $32.7M, Apple Inc. with a value of $18M, and Dimensional ETF Tr with a value of $15.2M.
Examining the 13F form we can see an increase of $30.3M in the current position value, from $690M to 720M.
Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$720 Million
Healthcare: $301 Million
ETFs: $274 Million
Technology: $45.3 Million
Financial Services: $31.7 Million
Consumer Defensive: $13.1 Million
Consumer Cyclical: $13.1 Million
Industrials: $12.1 Million
Communication Services: $10.7 Million
Other: $12.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 264
- Current Value $720 Million
- Prior Value $690 Million
- Filing
- Period Q1 2025
- Filing Date May 07, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 8 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 44 stocks