$225 Million is the total value of Bedel Financial Consulting, Inc.'s 873 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 31.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | Buy | ISHARES TRus treas bd etf | $12,379,000 | -1.0% | 454,427 | +1.6% | 5.49% | -12.1% |
| AAPL | Buy | APPLE INC | $11,063,000 | +30.6% | 83,378 | +14.0% | 4.91% | +15.9% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $10,820,000 | +20.7% | 214,377 | +20.5% | 4.80% | +7.1% |
| MSFT | Buy | MICROSOFT CORP | $6,864,000 | +5.9% | 30,862 | +0.1% | 3.05% | -6.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $4,038,000 | +9.5% | 17,416 | +0.6% | 1.79% | -2.8% |
| PEP | Buy | PEPSICO INC | $1,906,000 | +7.7% | 12,855 | +0.7% | 0.85% | -4.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,688,000 | +5.7% | 10,728 | +0.0% | 0.75% | -6.1% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $1,589,000 | +21.9% | 13,673 | +8.8% | 0.70% | +8.3% |
| HD | Buy | HOME DEPOT INC | $1,470,000 | -0.5% | 5,535 | +4.1% | 0.65% | -11.7% |
| CMI | Buy | CUMMINS INC | $1,462,000 | +7.7% | 6,439 | +0.2% | 0.65% | -4.3% |
| PATK | Buy | PATRICK INDS INC | $1,345,000 | +19.3% | 19,671 | +0.4% | 0.60% | +6.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,128,000 | +17.6% | 5,794 | +2.9% | 0.50% | +4.6% |
| INTC | Buy | INTEL CORP | $1,050,000 | -1.8% | 21,083 | +2.1% | 0.47% | -12.7% |
| NEE | Buy | NEXTERA ENERGY INC | $1,029,000 | +11.2% | 13,332 | +300.0% | 0.46% | -1.1% |
| WMT | Buy | WALMART INC | $976,000 | +3.5% | 6,773 | +0.4% | 0.43% | -8.1% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $915,000 | +17.2% | 15,209 | +1.6% | 0.41% | +4.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $880,000 | +26.4% | 4,994 | +0.1% | 0.39% | +12.1% |
| ABBV | Buy | ABBVIE INC | $844,000 | +31.1% | 7,880 | +7.1% | 0.37% | +16.1% |
| LOW | Buy | LOWES COS INC | $814,000 | -3.1% | 5,073 | +0.1% | 0.36% | -14.0% |
| XOM | Buy | EXXON MOBIL CORP | $775,000 | +20.2% | 18,799 | +0.0% | 0.34% | +6.8% |
| TGT | Buy | TARGET CORP | $763,000 | +42.4% | 4,322 | +26.8% | 0.34% | +26.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $749,000 | +30.9% | 3,822 | +0.1% | 0.33% | +16.1% |
| KO | Buy | COCA COLA CO | $688,000 | +13.3% | 12,544 | +2.0% | 0.30% | +0.7% |
| PFE | Buy | PFIZER INC | $656,000 | +1.2% | 17,820 | +0.9% | 0.29% | -10.2% |
| PJAN | Buy | INNOVATOR ETFS TRs&p 500 power | $587,000 | +141.6% | 19,208 | +131.3% | 0.26% | +114.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $578,000 | +20.9% | 4,781 | +0.2% | 0.26% | +7.1% |
| CLX | Buy | CLOROX CO DEL | $555,000 | +6.9% | 2,750 | +11.3% | 0.25% | -5.0% |
| TSLA | Buy | TESLA INC | $546,000 | +68.5% | 774 | +2.5% | 0.24% | +49.4% |
| SPG | Buy | SIMON PPTY GROUP INC NEW | $513,000 | +32.2% | 6,011 | +0.1% | 0.23% | +17.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $497,000 | +21.8% | 3,948 | +17.7% | 0.22% | +8.3% |
| UJAN | Buy | INNOVATOR ETFS TRs&p 500 ultra | $485,000 | +64.4% | 16,235 | +57.5% | 0.22% | +46.3% |
| TCF | Buy | TCF FINL CORP | $482,000 | +60.1% | 13,029 | +1.0% | 0.21% | +42.7% |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $439,000 | +15.8% | 6,852 | +0.0% | 0.20% | +3.2% |
| SYK | Buy | STRYKER CORPORATION | $423,000 | +17.5% | 1,727 | +0.1% | 0.19% | +4.4% |
| SBUX | Buy | STARBUCKS CORP | $418,000 | +71.3% | 3,903 | +37.7% | 0.18% | +51.6% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $414,000 | +30.2% | 2,908 | +1.1% | 0.18% | +15.7% |
| AMAT | Buy | APPLIED MATLS INC | $411,000 | +45.7% | 4,760 | +0.2% | 0.18% | +29.1% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $394,000 | +2.1% | 4,056 | +0.7% | 0.18% | -9.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $393,000 | +8.9% | 4,633 | +1.3% | 0.17% | -3.3% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $393,000 | +29.3% | 3,446 | +100.0% | 0.17% | +14.5% |
| GNTX | Buy | GENTEX CORP | $388,000 | +32.0% | 11,435 | +0.1% | 0.17% | +17.0% |
| BAC | Buy | BK OF AMERICA CORP | $344,000 | +28.8% | 11,334 | +2.2% | 0.15% | +15.0% |
| USEP | Buy | INNOVATOR ETFS TRs&p 500 ultra | $325,000 | +7.6% | 11,980 | +3.3% | 0.14% | -4.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $291,000 | +23.8% | 771 | +16.5% | 0.13% | +10.3% |
| EFA | Buy | ISHARES TRmsci eafe etf | $289,000 | +32.0% | 3,965 | +15.0% | 0.13% | +17.4% |
| GD | Buy | GENERAL DYNAMICS CORP | $281,000 | +7.7% | 1,887 | +0.1% | 0.12% | -3.8% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $268,000 | +1.9% | 4,581 | +0.0% | 0.12% | -9.2% |
| DD | Buy | DUPONT DE NEMOURS INC | $267,000 | +28.4% | 3,748 | +0.0% | 0.12% | +13.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $243,000 | +0.8% | 2,615 | +1.4% | 0.11% | -10.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $238,000 | +31.5% | 2,599 | +1.0% | 0.11% | +17.8% |
| SDY | Buy | SPDR SER TRs&p divid etf | $235,000 | +14.6% | 2,223 | +0.4% | 0.10% | +2.0% |
| ABT | Buy | ABBOTT LABS | $231,000 | +0.4% | 2,110 | +0.0% | 0.10% | -11.3% |
| POCT | Buy | INNOVATOR ETFS TRs&p 500 pwretf | $221,000 | +333.3% | 7,932 | +307.2% | 0.10% | +292.0% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $215,000 | -20.4% | 923 | +0.4% | 0.10% | -29.6% |
| DOW | Buy | DOW INC | $214,000 | +22.3% | 3,853 | +3.4% | 0.10% | +9.2% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $193,000 | +55.6% | 3,684 | +37.3% | 0.09% | +38.7% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $187,000 | +4.5% | 1,113 | +3.7% | 0.08% | -6.7% |
| DGRO | Buy | ISHARES TRcore div grwth | $187,000 | +25.5% | 4,165 | +11.5% | 0.08% | +12.2% |
| ENB | Buy | ENBRIDGE INC | $182,000 | +20.5% | 5,677 | +9.7% | 0.08% | +8.0% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $178,000 | +17.1% | 1,462 | +1.6% | 0.08% | +3.9% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $171,000 | +31.5% | 1,249 | +13.6% | 0.08% | +16.9% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $170,000 | +28.8% | 1,202 | +17.4% | 0.08% | +13.6% |
| CRM | Buy | SALESFORCE COM INC | $166,000 | -5.1% | 746 | +7.2% | 0.07% | -14.9% |
| PDEC | Buy | INNOVATOR ETFS TRs&p 500 pwr bu | $159,000 | +40.7% | 5,494 | +34.2% | 0.07% | +26.8% |
| PSEP | Buy | INNOVATOR ETFS TRs&p 500 pwr | $154,000 | +152.5% | 5,518 | +137.0% | 0.07% | +126.7% |
| TMUS | Buy | T-MOBILE US INC | $144,000 | +20.0% | 1,065 | +1.3% | 0.06% | +6.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $144,000 | +63.6% | 1,735 | +63.2% | 0.06% | +45.5% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $143,000 | +27.7% | 734 | +0.7% | 0.06% | +12.5% |
| SYY | Buy | SYSCO CORP | $141,000 | +19.5% | 1,898 | +0.1% | 0.06% | +6.8% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $140,000 | +22.8% | 2,060 | +0.0% | 0.06% | +8.8% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $137,000 | +39.8% | 1,494 | +7.0% | 0.06% | +24.5% |
| NSCO | New | NESCO HLDGS INC | $135,000 | – | 18,333 | +100.0% | 0.06% | – |
| DOO | Buy | WISDOMTREE TRintl div ex finl | $132,000 | +12.8% | 3,273 | +0.5% | 0.06% | +1.7% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $130,000 | +54.8% | 1,340 | +28.8% | 0.06% | +38.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $127,000 | +27.0% | 1,840 | +10.5% | 0.06% | +12.0% |
| PLD | Buy | PROLOGIS INC. | $124,000 | +6100.0% | 1,243 | +7211.8% | 0.06% | +5400.0% |
| SLVP | Buy | ISHARES INCmsci glb slv&mtl | $118,000 | +32.6% | 6,895 | +20.5% | 0.05% | +18.2% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $115,000 | +11.7% | 3,193 | +21.8% | 0.05% | 0.0% |
| CTVA | Buy | CORTEVA INC | $97,000 | +34.7% | 2,500 | +0.1% | 0.04% | +19.4% |
| BJAN | Buy | INNOVATOR ETFS TRs&p 500 buffer | $92,000 | +187.5% | 2,820 | +163.8% | 0.04% | +156.2% |
| LNT | Buy | ALLIANT ENERGY CORP | $90,000 | 0.0% | 1,737 | +0.1% | 0.04% | -11.1% |
| INGR | Buy | INGREDION INC | $90,000 | +4.7% | 1,140 | +0.2% | 0.04% | -7.0% |
| BSEP | Buy | INNOVATOR ETFS TRs&p 500 buffer | $90,000 | +34.3% | 3,097 | +23.2% | 0.04% | +21.2% |
| IYW | Buy | ISHARES TRu.s. tech etf | $87,000 | +13.0% | 1,024 | +300.0% | 0.04% | +2.6% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $89,000 | +18.7% | 864 | +100.0% | 0.04% | +5.4% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $86,000 | +34.4% | 620 | +0.3% | 0.04% | +18.8% |
| DFS | Buy | DISCOVER FINL SVCS | $83,000 | +56.6% | 918 | +0.1% | 0.04% | +42.3% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $78,000 | +14.7% | 2,537 | +0.2% | 0.04% | +2.9% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $74,000 | +15.6% | 1,858 | +5.0% | 0.03% | +3.1% |
| BBY | Buy | BEST BUY INC | $71,000 | +57.8% | 713 | +74.8% | 0.03% | +45.5% |
| ETN | Buy | EATON CORP PLC | $73,000 | +32.7% | 611 | +14.0% | 0.03% | +18.5% |
| QCOM | Buy | QUALCOMM INC | $70,000 | +55.6% | 459 | +19.5% | 0.03% | +40.9% |
| JHMT | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor te | $67,000 | +19.6% | 852 | +0.4% | 0.03% | +7.1% |
| CCL | Buy | CARNIVAL CORPunit 99/99/9999 | $63,000 | +46.5% | 2,919 | +2.8% | 0.03% | +33.3% |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $62,000 | +1.6% | 1,148 | +3.7% | 0.03% | -6.7% |
| PRU | Buy | PRUDENTIAL FINL INC | $61,000 | +41.9% | 777 | +14.8% | 0.03% | +28.6% |
| CVS | Buy | CVS HEALTH CORP | $59,000 | +31.1% | 864 | +13.1% | 0.03% | +18.2% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $59,000 | +34.1% | 720 | +100.0% | 0.03% | +18.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $54,000 | +8.0% | 1,414 | +0.4% | 0.02% | -4.0% |
| UDEC | Buy | INNOVATOR ETFS TRs&p 500 ultra | $54,000 | +63.6% | 1,897 | +59.0% | 0.02% | +50.0% |
| GLDM | Buy | WORLD GOLD TRspdr gld minis | $50,000 | +13.6% | 2,660 | +12.5% | 0.02% | 0.0% |
| CGC | Buy | CANOPY GROWTH CORP | $49,000 | +75.0% | 1,984 | +0.7% | 0.02% | +57.1% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $49,000 | +19.5% | 1,690 | +1.1% | 0.02% | +10.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $45,000 | +28.6% | 592 | +0.2% | 0.02% | +17.6% |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $46,000 | +2.2% | 736 | +0.1% | 0.02% | -9.1% |
| ZM | Buy | ZOOM VIDEO COMMUNICATIONS INcl a | $40,000 | -14.9% | 119 | +20.2% | 0.02% | -21.7% |
| VTRS | New | VIATRIS INC | $41,000 | – | 2,186 | +100.0% | 0.02% | – |
| NVAX | Buy | NOVAVAX INC | $41,000 | +51.9% | 366 | +46.4% | 0.02% | +38.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $39,000 | +18.2% | 544 | +300.0% | 0.02% | +6.2% |
| TWLO | Buy | TWILIO INCcl a | $39,000 | +62.5% | 116 | +20.8% | 0.02% | +41.7% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $37,000 | +236.4% | 1,443 | +126.2% | 0.02% | +220.0% |
| GWX | Buy | SPDR INDEX SHS FDSs&p intl smlcp | $37,000 | +19.4% | 1,042 | +0.9% | 0.02% | +6.7% |
| VNT | New | VONTIER CORPORATION | $33,000 | – | 984 | +100.0% | 0.02% | – |
| BDEC | Buy | INNOVATOR ETFS TRs&p 500 buffer e | $33,000 | +725.0% | 1,092 | +632.9% | 0.02% | +650.0% |
| IJAN | Buy | INNOVATOR ETFS TRmsci eafe pwr | $34,000 | +88.9% | 1,347 | +79.6% | 0.02% | +66.7% |
| HRC | Buy | HILL ROM HLDGS INC | $34,000 | +17.2% | 351 | +0.3% | 0.02% | +7.1% |
| SCHW | Buy | SCHWAB CHARLES CORP | $32,000 | +52.4% | 606 | +5.0% | 0.01% | +40.0% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $31,000 | +55.0% | 606 | +34.4% | 0.01% | +40.0% |
| WRB | Buy | BERKLEY W R CORP | $32,000 | +6.7% | 485 | +0.2% | 0.01% | -6.7% |
| CBRL | Buy | CRACKER BARREL OLD CTRY STOR | $30,000 | +30.4% | 230 | +15.0% | 0.01% | +18.2% |
| OKE | Buy | ONEOK INC NEW | $29,000 | +81.2% | 768 | +24.3% | 0.01% | +62.5% |
| AGG | Buy | ISHARES TRcore us aggbd et | $29,000 | 0.0% | 246 | +0.4% | 0.01% | -7.1% |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $29,000 | – | 176 | +100.0% | 0.01% | – |
| RWT | Buy | REDWOOD TR INC | $28,000 | +16.7% | 3,176 | +1.6% | 0.01% | 0.0% |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $25,000 | +66.7% | 1,054 | +33.2% | 0.01% | +57.1% |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $24,000 | +26.3% | 2,792 | +3.1% | 0.01% | +22.2% |
| FNDA | Buy | SCHWAB STRATEGIC TRschwab fdt us sc | $24,000 | +700.0% | 565 | +589.0% | 0.01% | +1000.0% |
| GNOG | New | GOLDEN NUGGET ONLINE GAMIN | $25,000 | – | 1,250 | +100.0% | 0.01% | – |
| XL | New | XL FLEET CORP | $24,000 | – | 1,000 | +100.0% | 0.01% | – |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $23,000 | +27.8% | 272 | +100.0% | 0.01% | +11.1% |
| FE | New | FIRSTENERGY CORP | $21,000 | – | 690 | +100.0% | 0.01% | – |
| MAT | Buy | MATTEL INC | $20,000 | +300.0% | 1,153 | +164.4% | 0.01% | +350.0% |
| BHE | Buy | BENCHMARK ELECTRS INC | $20,000 | +33.3% | 748 | +0.7% | 0.01% | +28.6% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $21,000 | +31.2% | 131 | +29.7% | 0.01% | +12.5% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $19,000 | +90.0% | 1,526 | +35.5% | 0.01% | +60.0% |
| RING | Buy | ISHARES INCmsci gbl gold mn | $19,000 | -9.5% | 642 | +0.2% | 0.01% | -20.0% |
| RCEL | Buy | AVITA THERAPEUTICS INC | $15,000 | -16.7% | 800 | +14.3% | 0.01% | -22.2% |
| THCB | New | TUSCAN HLDGS CORP | $16,000 | – | 950 | +100.0% | 0.01% | – |
| BPR | Buy | BROOKFIELD PPTY REIT INCcl a | $16,000 | +23.1% | 1,051 | +1.9% | 0.01% | +16.7% |
| IYC | Buy | ISHARES TRu.s. cnsm sv etf | $16,000 | +14.3% | 220 | +300.0% | 0.01% | 0.0% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $16,000 | +14.3% | 264 | +0.8% | 0.01% | 0.0% |
| IRM | Buy | IRON MTN INC NEW | $16,000 | +60.0% | 543 | +45.2% | 0.01% | +40.0% |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $16,000 | +45.5% | 1,219 | +1.6% | 0.01% | +40.0% |
| PKW | Buy | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $15,000 | +15.4% | 209 | +0.5% | 0.01% | +16.7% |
| FSR | New | FISKER INC | $15,000 | – | 1,022 | +100.0% | 0.01% | – |
| ICLN | Buy | ISHARES TRgl clean ene etf | $15,000 | +87.5% | 523 | +15.7% | 0.01% | +75.0% |
| KJAN | New | INNOVATOR ETFS TRrussell 2000 p | $16,000 | – | 551 | +100.0% | 0.01% | – |
| SCZ | Buy | ISHARES TReafe sml cp etf | $13,000 | +18.2% | 193 | +0.5% | 0.01% | +20.0% |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $13,000 | – | 195 | +100.0% | 0.01% | – |
| OXY | Buy | OCCIDENTAL PETE CORP | $13,000 | +116.7% | 750 | +29.1% | 0.01% | +100.0% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $13,000 | +550.0% | 58 | +480.0% | 0.01% | +500.0% |
| BERY | New | BERRY GLOBAL GROUP INC | $14,000 | – | 246 | +100.0% | 0.01% | – |
| BAUG | New | INNOVATOR ETFS TRs&p 500 buffer | $13,000 | – | 428 | +100.0% | 0.01% | – |
| SGMO | Buy | SANGAMO THERAPEUTICS INC | $11,000 | +83.3% | 730 | +12.3% | 0.01% | +66.7% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $11,000 | – | 100 | +100.0% | 0.01% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $12,000 | – | 263 | +100.0% | 0.01% | – |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $11,000 | +37.5% | 410 | +36.2% | 0.01% | +25.0% |
| BFT | New | FOLEY TRASIMENE ACQUISITION | $11,000 | – | 750 | +100.0% | 0.01% | – |
| SCHR | Buy | SCHWAB STRATEGIC TRintrm trm tres | $9,000 | 0.0% | 160 | +0.6% | 0.00% | 0.0% |
| JRI | Buy | NUVEEN REAL ASSET INCOME & G | $9,000 | +12.5% | 674 | +3.2% | 0.00% | 0.0% |
| QELL | New | QELL ACQUISITION CORPcl a | $9,000 | – | 750 | +100.0% | 0.00% | – |
| PKG | New | PACKAGING CORP AMER | $10,000 | – | 75 | +100.0% | 0.00% | – |
| PINS | Buy | PINTEREST INCcl a | $8,000 | +700.0% | 116 | +222.2% | 0.00% | – |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $9,000 | +28.6% | 134 | +35.4% | 0.00% | +33.3% |
| RIO | New | RIO TINTO PLCsponsored adr | $8,000 | – | 100 | +100.0% | 0.00% | – |
| IYY | Buy | ISHARES TRdow jones us etf | $8,000 | +14.3% | 81 | +102.5% | 0.00% | +33.3% |
| AGNC | New | AGNC INVT CORP | $9,000 | – | 555 | +100.0% | 0.00% | – |
| KOCT | New | INNOVATOR ETFS TRrussell 2000 p | $6,000 | – | 237 | +100.0% | 0.00% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $6,000 | – | 30 | +100.0% | 0.00% | – |
| KTB | Buy | KONTOOR BRANDS INC | $7,000 | +250.0% | 168 | +102.4% | 0.00% | +200.0% |
| DRE | Buy | DUKE REALTY CORP | $7,000 | +16.7% | 165 | +0.6% | 0.00% | 0.0% |
| MRLN | Buy | MARLIN BUSINESS SVCS CORP | $7,000 | +75.0% | 608 | +1.3% | 0.00% | +50.0% |
| ZS | Buy | ZSCALER INC | $7,000 | +250.0% | 37 | +208.3% | 0.00% | +200.0% |
| MP | New | MP MATERIALS CORP | $6,000 | – | 200 | +100.0% | 0.00% | – |
| SPSB | Buy | SPDR SER TRportfolio short | $7,000 | 0.0% | 230 | +0.4% | 0.00% | 0.0% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $6,000 | +20.0% | 174 | +0.6% | 0.00% | +50.0% |
| MPW | New | MEDICAL PPTYS TRUST INC | $7,000 | – | 300 | +100.0% | 0.00% | – |
| SPYC | New | SIMPLIFY EXCHANGE TRADED FUNus eqt pls cnvex | $5,000 | – | 167 | +100.0% | 0.00% | – |
| GOEX | New | GLOBAL X FDSglobal x gold ex | $4,000 | – | 115 | +100.0% | 0.00% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $4,000 | – | 25 | +100.0% | 0.00% | – |
| TAN | Buy | INVESCO EXCH TRADED FD TR IIsolar etf | $5,000 | – | 53 | +1666.7% | 0.00% | – |
| FVRR | New | FIVERR INTL LTD | $5,000 | – | 25 | +100.0% | 0.00% | – |
| NRZ | New | NEW RESIDENTIAL INVT CORP | $4,000 | – | 400 | +100.0% | 0.00% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR C | $2,000 | – | 33 | +100.0% | 0.00% | – |
| AMRS | New | AMYRIS INC | $2,000 | – | 303 | +100.0% | 0.00% | – |
| GIK | New | GIGCAPITAL3 INC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $2,000 | 0.0% | 36 | +300.0% | 0.00% | 0.0% |
| ABNB | New | AIRBNB INC | $2,000 | – | 14 | +100.0% | 0.00% | – |
| MKC | Buy | MCCORMICK & CO INC | $0 | – | 4 | +100.0% | 0.00% | – |
| TRIT | New | TRITERRAS INC | $0 | – | 2 | +100.0% | 0.00% | – |
| NXTD | New | NXT-ID INC | $0 | – | 150 | +100.0% | 0.00% | – |
| BFI | New | BURGERFI INTERNATIONAL INC | $0 | – | 14 | +100.0% | 0.00% | – |
| GPK | Buy | GRAPHIC PACKAGING HLDG CO | $0 | – | 0 | +100.0% | 0.00% | – |
| RVP | New | RETRACTABLE TECHNOLOGIES INC | $0 | – | 20 | +100.0% | 0.00% | – |
| ACB | Buy | AURORA CANNABIS INC | $1,000 | – | 77 | +381.2% | 0.00% | – |
| APHA | New | APHRIA INC | $1,000 | – | 150 | +100.0% | 0.00% | – |
| MARA | New | MARATHON PATENT GROUP INC | $1,000 | – | 130 | +100.0% | 0.00% | – |
| WPG | New | WASHINGTON PRIME GROUP NEW | $1,000 | – | 127 | +100.0% | 0.00% | – |
| FLXN | New | FLEXION THERAPEUTICS INC | $1,000 | – | 80 | +100.0% | 0.00% | – |
| CLSK | New | CLEANSPARK INC | $1,000 | – | 40 | +100.0% | 0.00% | – |
| KGC | New | KINROSS GOLD CORP | $1,000 | – | 101 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LILLY ELI & CO | 23 | Q2 2023 | 31.6% |
| APPLE INC | 23 | Q2 2023 | 4.9% |
| MICROSOFT CORP | 23 | Q2 2023 | 3.5% |
| BERKSHIRE HATHAWAY INC DEL | 23 | Q2 2023 | 3.1% |
| JPMORGAN CHASE & CO | 23 | Q2 2023 | 2.9% |
| ISHARES TR | 23 | Q2 2023 | 1.9% |
| DISNEY WALT CO | 23 | Q2 2023 | 1.8% |
| SPDR S&P 500 ETF TR | 23 | Q2 2023 | 1.6% |
| JOHNSON & JOHNSON | 23 | Q2 2023 | 1.5% |
| PEPSICO INC | 23 | Q2 2023 | 1.5% |
View Bedel Financial Consulting, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-11 |
View Bedel Financial Consulting, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.