Bedel Financial Consulting, Inc. Portfolio Holdings
Bedel Financial Consulting, Inc.
- $645 Million
- Q1 2024
Bedel Financial Consulting, Inc. has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $645 Million distributed in 254 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $257M, Dimensional ETF Tr with a value of $33.7M, Vanguard Mun Bd Fds Tax Exempt with a value of $31.6M, Microsoft Corp with a value of $14.4M, and Apple Inc. with a value of $14.1M.
Examining the 13F form we can see an increase of $94.1M in the current position value, from $551M to 645M.
Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.