Bedel Financial Consulting, Inc. Portfolio Holdings
Bedel Financial Consulting, Inc.
- $690 Million
- Q4 2024
Bedel Financial Consulting, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $690 Million distributed in 270 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $252M, Dimensional ETF Tr with a value of $38.3M, Vanguard Mun Bd Fds Tax Exempt with a value of $32.1M, Apple Inc. with a value of $20.2M, and Dimensional ETF Tr with a value of $14.3M.
Examining the 13F form we can see an decrease of $26.9M in the current position value, from $716M to 690M.
Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$690 Million
Healthcare: $278 Million
ETFs: $260 Million
Technology: $51.1 Million
Financial Services: $29.8 Million
Consumer Cyclical: $13.8 Million
Consumer Defensive: $13.1 Million
Industrials: $12.3 Million
Communication Services: $12 Million
Other: $12.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 270
- Current Value $690 Million
- Prior Value $716 Million
- Filing
- Period Q4 2024
- Filing Date February 06, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 118 stocks
- Sold out of 0 stocks
- Reduced holdings in 77 stocks