$318 Million is the total value of Bedel Financial Consulting, Inc.'s 1008 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 36.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | Buy | LILLY ELI & CO | $95,103,000 | +3.9% | 332,097 | +0.2% | 29.88% | +4.9% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $22,874,000 | -0.4% | 466,062 | +0.5% | 7.19% | +0.6% |
| JPM | Buy | JPMORGAN CHASE & CO | $4,349,000 | -11.8% | 31,904 | +2.5% | 1.37% | -10.8% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,297,000 | +2.7% | 7,299 | +8.0% | 1.04% | +3.7% |
| DIS | Buy | DISNEY WALT CO | $3,103,000 | -9.3% | 22,626 | +2.4% | 0.98% | -8.5% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $2,925,000 | +0.6% | 21,729 | +8.8% | 0.92% | +1.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,418,000 | +5.0% | 13,644 | +1.4% | 0.76% | +6.1% |
| PEP | Buy | PEPSICO INC | $2,090,000 | -2.1% | 12,485 | +1.6% | 0.66% | -1.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $2,009,000 | +15.3% | 8,825 | +22.3% | 0.63% | +16.4% |
| ABBV | Buy | ABBVIE INC | $1,940,000 | +23.4% | 11,964 | +3.1% | 0.61% | +24.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,874,000 | -3.1% | 671 | +0.4% | 0.59% | -2.0% |
| AMZN | Buy | AMAZON COM INC | $1,698,000 | +6.5% | 521 | +9.0% | 0.53% | +7.7% |
| INTC | Buy | INTEL CORP | $1,601,000 | +14.0% | 32,298 | +18.4% | 0.50% | +15.1% |
| UOCT | Buy | INNOVATOR ETFS TRs&p 500 ultra | $1,518,000 | +4.3% | 53,627 | +5.1% | 0.48% | +5.5% |
| CMI | Buy | CUMMINS INC | $1,392,000 | -4.5% | 6,785 | +1.5% | 0.44% | -3.5% |
| MCD | Buy | MCDONALDS CORP | $1,350,000 | -7.5% | 5,460 | +0.3% | 0.42% | -6.6% |
| MINT | Buy | PIMCO ETF TRenhan shrt ma ac | $1,308,000 | -0.3% | 13,062 | +1.1% | 0.41% | +0.7% |
| WMT | Buy | WALMART INC | $1,284,000 | +3.2% | 8,625 | +0.3% | 0.40% | +4.1% |
| PATK | Buy | PATRICK INDS INC | $1,225,000 | +201.0% | 20,320 | +303.1% | 0.38% | +203.1% |
| AMAT | Buy | APPLIED MATLS INC | $1,208,000 | -9.4% | 9,164 | +8.2% | 0.38% | -8.4% |
| PFE | Buy | PFIZER INC | $1,180,000 | -9.2% | 22,800 | +3.5% | 0.37% | -8.2% |
| KO | Buy | COCA COLA CO | $1,129,000 | +6.2% | 18,207 | +1.4% | 0.36% | +7.3% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,127,000 | -7.7% | 4,954 | +0.0% | 0.35% | -6.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,118,000 | +20.7% | 5,449 | +30.9% | 0.35% | +21.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,089,000 | -12.9% | 3,610 | +3.7% | 0.34% | -12.1% |
| LOW | Buy | LOWES COS INC | $1,031,000 | -20.9% | 5,100 | +1.2% | 0.32% | -20.0% |
| TSLA | Buy | TESLA INC | $1,019,000 | +21.0% | 946 | +18.7% | 0.32% | +22.1% |
| VOO | Buy | VANGUARD INDEX FDS | $902,000 | -4.9% | 2,173 | +0.0% | 0.28% | -4.1% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $899,000 | -6.1% | 8,293 | +0.5% | 0.28% | -5.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $871,000 | -4.7% | 3,136 | +4.8% | 0.27% | -3.5% |
| PJAN | Buy | INNOVATOR ETFS TRs&p 500 power | $802,000 | +19.0% | 24,610 | +21.5% | 0.25% | +20.0% |
| NSCO | New | NESCO HLDGS INC | $777,000 | – | 92,552 | +100.0% | 0.24% | – |
| SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $695,000 | -2.3% | 10,355 | +0.0% | 0.22% | -1.4% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $672,000 | -5.8% | 3,161 | +0.3% | 0.21% | -5.0% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $648,000 | -3.0% | 44,302 | +2.3% | 0.20% | -1.9% |
| SCHB | Buy | SCHWAB STRATEGIC TRus brd mkt etf | $641,000 | -7.0% | 12,007 | +97.0% | 0.20% | -6.1% |
| PFEB | Buy | INNOVATOR ETFS TRs&p 500 power | $576,000 | +6.9% | 19,626 | +6.3% | 0.18% | +7.7% |
| MMM | Buy | 3M CO | $569,000 | -16.0% | 3,825 | +0.3% | 0.18% | -15.2% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $559,000 | -12.7% | 5,559 | +0.1% | 0.18% | -11.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $520,000 | +6.6% | 903 | +5.0% | 0.16% | +7.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $504,000 | +0.4% | 2,866 | +2.2% | 0.16% | +1.3% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $504,000 | -2.5% | 9,368 | +106.3% | 0.16% | -1.9% |
| MO | Buy | ALTRIA GROUP INC | $496,000 | +12.0% | 9,493 | +1.6% | 0.16% | +13.0% |
| DFAE | Buy | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $487,000 | +2017.4% | 18,569 | +2110.6% | 0.15% | +2085.7% |
| SYK | Buy | STRYKER CORPORATION | $463,000 | 0.0% | 1,731 | +0.1% | 0.14% | +0.7% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $442,000 | +5.0% | 3,696 | +7.4% | 0.14% | +6.1% |
| UJAN | Buy | INNOVATOR ETFS TRs&p 500 ultra | $430,000 | +1.2% | 13,886 | +3.2% | 0.14% | +2.3% |
| T | Buy | AT&T INC | $387,000 | -3.7% | 16,374 | +0.3% | 0.12% | -2.4% |
| EFA | Buy | ISHARES TRmsci eafe etf | $382,000 | -6.4% | 5,193 | +0.0% | 0.12% | -5.5% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $383,000 | +2.7% | 9,991 | +4.5% | 0.12% | +3.4% |
| POCT | Buy | INNOVATOR ETFS TRs&p 500 pwretf | $379,000 | +6.5% | 12,541 | +7.3% | 0.12% | +7.2% |
| CAT | Buy | CATERPILLAR INC | $345,000 | +13.9% | 1,548 | +5.4% | 0.11% | +14.9% |
| BJAN | Buy | INNOVATOR ETFS TRs&p 500 buffer | $341,000 | +17.2% | 9,442 | +20.8% | 0.11% | +18.9% |
| SCHA | Buy | SCHWAB STRATEGIC TRus sml cap etf | $322,000 | -7.5% | 6,804 | +100.1% | 0.10% | -6.5% |
| PMAR | Buy | INNOVATOR ETFS TRs&p 500 pwr bufr | $323,000 | +14.1% | 10,002 | +11.4% | 0.10% | +14.8% |
| FDX | Buy | FEDEX CORP | $316,000 | +15.3% | 1,366 | +29.0% | 0.10% | +16.5% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $289,000 | 0.0% | 807 | +0.2% | 0.09% | +1.1% |
| AZN | Buy | ASTRAZENECA PLCsponsored adr | $287,000 | +14.8% | 4,329 | +0.7% | 0.09% | +15.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $285,000 | +18.8% | 6,183 | +27.6% | 0.09% | +20.0% |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $283,000 | +13.7% | 2,748 | +1.9% | 0.09% | +15.6% |
| UMAR | Buy | INNOVATOR ETFS TRs&p 500 ultra | $270,000 | +12.0% | 8,932 | +10.5% | 0.08% | +13.3% |
| PSEP | Buy | INNOVATOR ETFS TRs&p 500 pwr | $272,000 | +2.3% | 9,060 | +3.4% | 0.08% | +2.4% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $266,000 | -7.0% | 3,093 | +0.4% | 0.08% | -5.6% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $250,000 | 0.0% | 1,507 | +1.1% | 0.08% | +1.3% |
| GNTX | Buy | GENTEX CORP | $248,000 | -16.2% | 8,501 | +0.2% | 0.08% | -15.2% |
| TIP | Buy | ISHARES TRtips bd etf | $245,000 | -2.8% | 1,965 | +0.6% | 0.08% | -1.3% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $233,000 | -9.3% | 2,133 | +19.5% | 0.07% | -8.8% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $222,000 | -6.3% | 2,713 | +0.3% | 0.07% | -5.4% |
| SDY | Buy | SPDR SER TRs&p divid etf | $217,000 | +4.3% | 1,695 | +5.1% | 0.07% | +4.6% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $216,000 | -1.4% | 2,005 | +4.7% | 0.07% | 0.0% |
| PDEC | Buy | INNOVATOR ETFS TRs&p 500 pwr bu | $211,000 | +13.4% | 6,772 | +15.8% | 0.07% | +13.8% |
| PYPL | Buy | PAYPAL HLDGS INC | $204,000 | -38.6% | 1,768 | +0.6% | 0.06% | -37.9% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $194,000 | +9.6% | 1,314 | +9.0% | 0.06% | +10.9% |
| WFC | Buy | WELLS FARGO CO NEW | $195,000 | +1.6% | 4,020 | +0.3% | 0.06% | +1.7% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $193,000 | +3116.7% | 1,916 | +3321.4% | 0.06% | +2950.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $191,000 | -6.8% | 121 | +3.4% | 0.06% | -6.2% |
| PAUG | Buy | INNOVATOR ETFS TRs&p 500 pwr bu | $182,000 | +13.8% | 6,025 | +14.7% | 0.06% | +14.0% |
| GE | New | GENERAL ELECTRIC CO | $182,000 | – | 1,992 | +100.0% | 0.06% | – |
| BDEC | Buy | INNOVATOR ETFS TRs&p 500 buffer e | $168,000 | +366.7% | 4,907 | +382.5% | 0.05% | +381.8% |
| TTD | Buy | THE TRADE DESK INC | $170,000 | -17.5% | 2,450 | +8.9% | 0.05% | -17.2% |
| ALL | Buy | ALLSTATE CORP | $159,000 | +17.8% | 1,147 | +0.1% | 0.05% | +19.0% |
| F | Buy | FORD MTR CO DEL | $154,000 | -16.3% | 9,081 | +2.8% | 0.05% | -15.8% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $152,000 | +10.1% | 3,164 | +16.9% | 0.05% | +11.6% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $149,000 | -6.3% | 5,380 | +0.0% | 0.05% | -4.1% |
| NVS | Buy | NOVARTIS AGsponsored adr | $141,000 | +3.7% | 1,601 | +2.8% | 0.04% | +4.8% |
| DOO | Buy | WISDOMTREE TRintl div ex finl | $136,000 | -4.2% | 3,400 | +0.3% | 0.04% | -2.3% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $138,000 | +34.0% | 3,050 | +44.1% | 0.04% | +34.4% |
| DFS | Buy | DISCOVER FINL SVCS | $135,000 | -4.3% | 1,226 | +0.2% | 0.04% | -4.5% |
| BMAR | Buy | INNOVATOR ETFS TRs&p 500 buffer | $126,000 | +27.3% | 3,594 | +25.2% | 0.04% | +29.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $116,000 | -13.4% | 460 | +0.4% | 0.04% | -14.3% |
| ZBH | Buy | ZIMMER BIOMET HOLDINGS INC | $113,000 | +0.9% | 887 | +0.7% | 0.04% | +2.9% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $111,000 | -1.8% | 2,132 | +1.8% | 0.04% | 0.0% |
| LNT | Buy | ALLIANT ENERGY CORP | $109,000 | +1.9% | 1,743 | +0.1% | 0.03% | +3.0% |
| PSX | Buy | PHILLIPS 66 | $108,000 | +21.3% | 1,249 | +1.5% | 0.03% | +21.4% |
| GILD | Buy | GILEAD SCIENCES INC | $106,000 | -11.7% | 1,789 | +8.6% | 0.03% | -10.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $105,000 | +34.6% | 1,161 | +0.2% | 0.03% | +37.5% |
| INGR | Buy | INGREDION INC | $100,000 | -9.9% | 1,151 | +0.2% | 0.03% | -11.4% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $99,000 | -9.2% | 1,323 | +5.6% | 0.03% | -8.8% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $91,000 | +16.7% | 1,143 | +24.6% | 0.03% | +20.8% |
| LIT | Buy | GLOBAL X FDSlithium btry etf | $82,000 | +78.3% | 1,067 | +94.4% | 0.03% | +85.7% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $81,000 | +523.1% | 341 | +582.0% | 0.02% | +525.0% |
| IJAN | Buy | INNOVATOR ETFS TRmsci eafe pwr | $81,000 | +14.1% | 3,069 | +18.9% | 0.02% | +13.6% |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $79,000 | – | 1,613 | +100.0% | 0.02% | – |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $78,000 | -3.7% | 1,032 | +2.5% | 0.02% | 0.0% |
| CAG | Buy | CONAGRA BRANDS INC | $79,000 | +23.4% | 2,346 | +24.9% | 0.02% | +25.0% |
| SCHC | Buy | SCHWAB STRATEGIC TRintl sceqt etf | $78,000 | -7.1% | 2,049 | +0.0% | 0.02% | -3.8% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $76,000 | +11.8% | 470 | +15.5% | 0.02% | +14.3% |
| MCO | Buy | MOODYS CORP | $72,000 | -8.9% | 214 | +5.4% | 0.02% | -8.0% |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $71,000 | – | 798 | +100.0% | 0.02% | – |
| FE | Buy | FIRSTENERGY CORP | $69,000 | +27.8% | 1,515 | +16.1% | 0.02% | +29.4% |
| SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $69,000 | – | 2,483 | +100.0% | 0.02% | – |
| KHC | Buy | KRAFT HEINZ CO | $69,000 | +11.3% | 1,740 | +0.1% | 0.02% | +15.8% |
| IRM | Buy | IRON MTN INC NEW | $71,000 | +7.6% | 1,275 | +0.5% | 0.02% | +4.8% |
| UL | Buy | UNILEVER PLCspon adr new | $68,000 | -2.9% | 1,501 | +15.2% | 0.02% | -4.5% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $60,000 | +5.3% | 773 | +10.9% | 0.02% | +5.6% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $56,000 | -6.7% | 540 | +8.0% | 0.02% | -5.3% |
| NEM | Buy | NEWMONT CORP | $57,000 | +83.9% | 716 | +45.5% | 0.02% | +80.0% |
| ABNB | Buy | AIRBNB INC | $54,000 | +8.0% | 317 | +5.0% | 0.02% | +6.2% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $54,000 | +500.0% | 557 | +547.7% | 0.02% | +466.7% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $50,000 | -9.1% | 595 | +0.2% | 0.02% | -5.9% |
| WRB | Buy | BERKLEY W R CORP | $50,000 | +22.0% | 748 | +50.2% | 0.02% | +23.1% |
| UDEC | Buy | INNOVATOR ETFS TRs&p 500 ultra | $52,000 | +36.8% | 1,748 | +40.4% | 0.02% | +33.3% |
| FNDF | Buy | SCHWAB STRATEGIC TRschwb fdt int lg | $52,000 | -1.9% | 1,622 | +0.1% | 0.02% | 0.0% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $52,000 | 0.0% | 2,096 | +113.0% | 0.02% | 0.0% |
| DRE | Buy | DUKE REALTY CORP | $48,000 | -11.1% | 825 | +0.1% | 0.02% | -11.8% |
| SPGI | Buy | S&P GLOBAL INC | $44,000 | +1366.7% | 108 | +1442.9% | 0.01% | +1300.0% |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $46,000 | +15.0% | 203 | +5.2% | 0.01% | +16.7% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $46,000 | +15.0% | 198 | +25.3% | 0.01% | +16.7% |
| MMLG | New | FIRST TR EXCHNG TRADED FD VImlt mngd lrg grw | $41,000 | – | 1,769 | +100.0% | 0.01% | – |
| VGM | Buy | INVESCO TR INVT GRADE MUNS | $41,000 | +5.1% | 3,542 | +25.6% | 0.01% | +8.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $42,000 | +133.3% | 747 | +154.1% | 0.01% | +116.7% |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $38,000 | – | 757 | +100.0% | 0.01% | – |
| UFEB | Buy | INNOVATOR ETFS TRs&p 500 ultra | $37,000 | +362.5% | 1,303 | +357.2% | 0.01% | +500.0% |
| IAU | New | ISHARES GOLD TRishares | $39,000 | – | 1,072 | +100.0% | 0.01% | – |
| NOV | Buy | NOV INC | $38,000 | +46.2% | 1,927 | +0.2% | 0.01% | +50.0% |
| AGG | Buy | ISHARES TRcore us aggbd et | $34,000 | -5.6% | 318 | +0.6% | 0.01% | 0.0% |
| ICLN | Buy | ISHARES TRgl clean ene etf | $36,000 | +227.3% | 1,653 | +216.1% | 0.01% | +266.7% |
| NJR | Buy | NEW JERSEY RES CORP | $32,000 | +60.0% | 697 | +40.8% | 0.01% | +66.7% |
| PNW | Buy | PINNACLE WEST CAP CORP | $31,000 | +24.0% | 395 | +12.9% | 0.01% | +25.0% |
| SNOW | Buy | SNOWFLAKE INCcl a | $33,000 | -25.0% | 145 | +11.5% | 0.01% | -28.6% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $31,000 | -3.1% | 184 | +4.5% | 0.01% | 0.0% |
| RWT | Buy | REDWOOD TR INC | $30,000 | -18.9% | 2,882 | +2.2% | 0.01% | -25.0% |
| NIO | Buy | NIO INCspon ads | $29,000 | -21.6% | 1,382 | +16.9% | 0.01% | -25.0% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $30,000 | -6.2% | 666 | +9.2% | 0.01% | -10.0% |
| VTRS | Buy | VIATRIS INC | $29,000 | -19.4% | 2,664 | +0.2% | 0.01% | -18.2% |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $28,000 | – | 370 | +100.0% | 0.01% | – |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $29,000 | +61.1% | 195 | +63.9% | 0.01% | +50.0% |
| UPST | Buy | UPSTART HLDGS INC | $30,000 | -25.0% | 278 | +5.3% | 0.01% | -25.0% |
| RF | Buy | REGIONS FINANCIAL CORP NEW | $25,000 | 0.0% | 1,142 | +0.5% | 0.01% | 0.0% |
| YUMC | Buy | YUM CHINA HLDGS INC | $25,000 | -16.7% | 610 | +1.0% | 0.01% | -11.1% |
| DKNG | Buy | DRAFTKINGS INC | $27,000 | -15.6% | 1,386 | +20.1% | 0.01% | -20.0% |
| ACES | New | ALPS ETF TRclean energy | $25,000 | – | 396 | +100.0% | 0.01% | – |
| NLY | Buy | ANNALY CAPITAL MANAGEMENT IN | $22,000 | -8.3% | 3,150 | +2.7% | 0.01% | 0.0% |
| NOBL | Buy | PROSHARES TRs&p 500 dv arist | $23,000 | +15.0% | 244 | +20.8% | 0.01% | +16.7% |
| PDCO | Buy | PATTERSON COS INC | $23,000 | +9.5% | 707 | +1.0% | 0.01% | 0.0% |
| NCLH | Buy | NORWEGIAN CRUISE LINE HLDG L | $21,000 | +16.7% | 973 | +11.5% | 0.01% | +16.7% |
| NWBI | Buy | NORTHWEST BANCSHARES INC MD | $18,000 | 0.0% | 1,308 | +1.4% | 0.01% | 0.0% |
| APH | Buy | AMPHENOL CORP NEWcl a | $19,000 | +18.8% | 252 | +35.5% | 0.01% | +20.0% |
| BHE | Buy | BENCHMARK ELECTRS INC | $19,000 | -9.5% | 770 | +0.7% | 0.01% | -14.3% |
| UPRO | Buy | PROSHARES TRultrpro s&p500 | $18,000 | -18.2% | 286 | +100.0% | 0.01% | -14.3% |
| TDTF | Buy | FLEXSHARES TRiboxx 5yr trgt | $18,000 | 0.0% | 646 | +0.2% | 0.01% | 0.0% |
| SKT | Buy | TANGER FACTORY OUTLET CTRS I | $15,000 | +87.5% | 900 | +125.0% | 0.01% | +150.0% |
| URNM | New | EXCHANGE TRADED CONCEPTS TRnorth shor gbl | $17,000 | – | 200 | +100.0% | 0.01% | – |
| INTU | Buy | INTUIT | $17,000 | 0.0% | 35 | +34.6% | 0.01% | 0.0% |
| FVRR | Buy | FIVERR INTL LTD | $13,000 | -18.8% | 165 | +17.9% | 0.00% | -20.0% |
| DDOG | Buy | DATADOG INC | $14,000 | +75.0% | 90 | +100.0% | 0.00% | +100.0% |
| VTR | Buy | VENTAS INC | $12,000 | +300.0% | 190 | +201.6% | 0.00% | +300.0% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $9,000 | 0.0% | 301 | +0.3% | 0.00% | 0.0% |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $9,000 | +350.0% | 208 | +285.2% | 0.00% | +200.0% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $11,000 | – | 150 | +100.0% | 0.00% | – |
| ARKK | Buy | ARK ETF TRinnovation etf | $9,000 | 0.0% | 129 | +41.8% | 0.00% | 0.0% |
| JRI | Buy | NUVEEN REAL ASSET INCOME & G | $11,000 | -8.3% | 736 | +1.4% | 0.00% | -25.0% |
| ORI | New | OLD REP INTL CORP | $11,000 | – | 411 | +100.0% | 0.00% | – |
| CPB | New | CAMPBELL SOUP CO | $9,000 | – | 209 | +100.0% | 0.00% | – |
| IIVI | Buy | II-VI INC | $10,000 | +100.0% | 142 | +102.9% | 0.00% | +50.0% |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $9,000 | – | 145 | +100.0% | 0.00% | – |
| CAH | Buy | CARDINAL HEALTH INC | $9,000 | +800.0% | 155 | +573.9% | 0.00% | – |
| SIVB | New | SVB FINANCIAL GROUP | $11,000 | – | 19 | +100.0% | 0.00% | – |
| DEA | New | EASTERLY GOVT PPTYS INC | $10,000 | – | 456 | +100.0% | 0.00% | – |
| VUZI | New | VUZIX CORP | $11,000 | – | 1,600 | +100.0% | 0.00% | – |
| CCIV | New | CHURCHILL CAPITAL CORP IVcl a | $9,000 | – | 364 | +100.0% | 0.00% | – |
| COMB | Buy | GRANITESHARES ETF TR | $11,000 | +175.0% | 337 | +104.2% | 0.00% | +200.0% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $11,000 | +10.0% | 213 | +12.7% | 0.00% | 0.0% |
| GILT | New | GILAT SATELLITE NETWORKS LTD | $11,000 | – | 1,300 | +100.0% | 0.00% | – |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $7,000 | 0.0% | 179 | +0.6% | 0.00% | 0.0% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $5,000 | +400.0% | 103 | +586.7% | 0.00% | – |
| FLGT | Buy | FULGENT GENETICS INC | $7,000 | -30.0% | 117 | +17.0% | 0.00% | -33.3% |
| DBC | Buy | INVESCO DB COMMDY INDX TRCKunit | $7,000 | +75.0% | 251 | +41.0% | 0.00% | +100.0% |
| NTLA | New | INTELLIA THERAPEUTICS INC | $7,000 | – | 100 | +100.0% | 0.00% | – |
| MAXR | New | MAXAR TECHNOLOGIES INC | $7,000 | – | 180 | +100.0% | 0.00% | – |
| IMCV | New | ISHARES TRmrgstr md cp val | $7,000 | – | 108 | +100.0% | 0.00% | – |
| UFO | New | PROCURE ETF TRUST IIspace etf | $5,000 | – | 200 | +100.0% | 0.00% | – |
| ASML | New | ASML HOLDING N V | $5,000 | – | 8 | +100.0% | 0.00% | – |
| MSCI | New | MSCI INC | $5,000 | – | 9 | +100.0% | 0.00% | – |
| PRLB | New | PROTO LABS INC | $5,000 | – | 100 | +100.0% | 0.00% | – |
| HUBS | Buy | HUBSPOT INC | $5,000 | 0.0% | 10 | +42.9% | 0.00% | 0.0% |
| PSTG | New | PURE STORAGE INCcl a | $7,000 | – | 200 | +100.0% | 0.00% | – |
| PHYS | New | SPROTT PHYSICAL GOLD TRunit | $5,000 | – | 329 | +100.0% | 0.00% | – |
| HYLB | Buy | DBX ETF TRxtrack usd high | $7,000 | +40.0% | 186 | +45.3% | 0.00% | 0.0% |
| FSR | Buy | FISKER INC | $6,000 | – | 472 | +2045.5% | 0.00% | – |
| VRSK | Buy | VERISK ANALYTICS INC | $5,000 | +400.0% | 21 | +320.0% | 0.00% | – |
| MP | Buy | MP MATERIALS CORP | $7,000 | +133.3% | 125 | +66.7% | 0.00% | +100.0% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $6,000 | +200.0% | 450 | +350.0% | 0.00% | +100.0% |
| IMCG | New | ISHARES TRmrgstr md cp grw | $7,000 | – | 116 | +100.0% | 0.00% | – |
| ON | New | ON SEMICONDUCTOR CORP | $2,000 | – | 30 | +100.0% | 0.00% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $3,000 | – | 51 | +100.0% | 0.00% | – |
| INSG | New | INSEEGO CORP | $4,000 | – | 1,100 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $2,000 | – | 4 | +100.0% | 0.00% | – |
| GHVI | New | GORES HOLDINGS VI INC | $2,000 | – | 215 | +100.0% | 0.00% | – |
| URA | Buy | GLOBAL X FDSglobal x uranium | $3,000 | 0.0% | 132 | +5.6% | 0.00% | 0.0% |
| ONTO | New | ONTO INNOVATION INC | $2,000 | – | 21 | +100.0% | 0.00% | – |
| PTC | New | PTC INC | $2,000 | – | 18 | +100.0% | 0.00% | – |
| PLL | New | PIEDMONT LITHIUM LTDsponsored ads | $4,000 | – | 61 | +100.0% | 0.00% | – |
| QS | New | QUANTUMSCAPE CORP | $2,000 | – | 125 | +100.0% | 0.00% | – |
| CNRG | New | SPDR SER TRs&p kensho clean | $3,000 | – | 33 | +100.0% | 0.00% | – |
| GLW | Buy | CORNING INC | $4,000 | – | 118 | +5800.0% | 0.00% | – |
| CLII | New | CLIMATE CHANGE CRISIS REAL I | $3,000 | – | 210 | +100.0% | 0.00% | – |
| CHPT | Buy | CHARGEPOINT HOLDINGS INC | $4,000 | +300.0% | 190 | +375.0% | 0.00% | – |
| CDW | New | CDW CORP | $4,000 | – | 23 | +100.0% | 0.00% | – |
| VALE | New | VALE S Asponsored ads | $2,000 | – | 80 | +100.0% | 0.00% | – |
| BLBD | New | BLUE BIRD CORP | $2,000 | – | 125 | +100.0% | 0.00% | – |
| BLNK | New | BLINK CHARGING CO | $2,000 | – | 90 | +100.0% | 0.00% | – |
| BYND | Buy | BEYOND MEAT INC | $4,000 | 0.0% | 83 | +38.3% | 0.00% | 0.0% |
| AMRS | New | AMYRIS INC | $2,000 | – | 448 | +100.0% | 0.00% | – |
| WBS | New | WEBSTER FINL CORP CONN | $3,000 | – | 46 | +100.0% | 0.00% | – |
| WEX | New | WEX INC | $4,000 | – | 23 | +100.0% | 0.00% | – |
| ICHR | New | ICHOR HOLDINGS | $2,000 | – | 50 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $3,000 | – | 37 | +100.0% | 0.00% | – |
| RTP | New | REINVENT TECHNOLOGY PARTNERScl a | $3,000 | – | 400 | +100.0% | 0.00% | – |
| ZNGA | New | ZYNGA INCcl a | $1,000 | – | 127 | +100.0% | 0.00% | – |
| TTGT | New | TECHTARGET INC | $1,000 | – | 11 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $0 | – | 3 | +100.0% | 0.00% | – |
| QUOT | New | QUOTIENT TECHNOLOGY INC | $0 | – | 0 | +100.0% | 0.00% | – |
| PSAC | New | PROPERTY SOLUTIONS ACQUISITI | $0 | – | 40 | +100.0% | 0.00% | – |
| KRBN | New | KRANESHARES TRglobal carbon | $0 | – | 7 | +100.0% | 0.00% | – |
| ISCB | New | ISHARES TRmrgstr sm cp etf | $1,000 | – | 18 | +100.0% | 0.00% | – |
| IMCB | New | ISHARES TRmrgstr md cp etf | $1,000 | – | 19 | +100.0% | 0.00% | – |
| INMD | New | INMODE LTD | $1,000 | – | 20 | +100.0% | 0.00% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $1,000 | – | 31 | +100.0% | 0.00% | – |
| LB | New | L BRANDS INC | $1,000 | – | 16 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-19
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 | 2024-05-07 |
| 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 |
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.