Bedel Financial Consulting, Inc. Portfolio Holdings
Bedel Financial Consulting, Inc.
- $716 Million
- Q3 2024
Bedel Financial Consulting, Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $716 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $289M, Dimensional ETF Tr with a value of $38.9M, Vanguard Mun Bd Fds Tax Exempt with a value of $31.8M, Apple Inc. with a value of $18.7M, and Dimensional ETF Tr with a value of $15.1M.
Examining the 13F form we can see an increase of $25.1M in the current position value, from $691M to 716M.
Below you can find more details about Bedel Financial Consulting, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$716 Million
Healthcare: $316 Million
ETFs: $258 Million
Technology: $49.2 Million
Financial Services: $23.1 Million
Consumer Cyclical: $14 Million
Consumer Defensive: $13.3 Million
Industrials: $12.7 Million
Communication Services: $10.7 Million
Other: $12.7 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 260
- Current Value $716 Million
- Prior Value $691 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 12 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 66 stocks