$479 Million is the total value of Bedel Financial Consulting, Inc.'s 240 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BDEC | Exit | INNOVATOR ETFS TRus eqty buf dec | $0 | – | -6,432 | -100.0% | -0.05% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,304 | -100.0% | -0.05% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -1,612 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.