Latest BEDEL FINANCIAL CONSULTING INC Stock Portfolio
About BEDEL FINANCIAL CONSULTING INC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BEDEL FINANCIAL CONSULTING INC reported an equity portfolio of $493.9 Millions as of 30 Sep, 2023.
The top stock holdings of BEDEL FINANCIAL CONSULTING INC are LLY, VTEB, DFAC. The fund has invested 35.4% of it's portfolio in ELI LILLY & CO and 5.8% of portfolio in VANGUARD MUN BD FDS.
BEDEL FINANCIAL CONSULTING INC opened new stock positions in ELI LILLY & CO (LLY), VANGUARD MUN BD FDS (VTEB) and DIMENSIONAL ETF TRUST (DFAC).
The top stock holdings of BEDEL FINANCIAL CONSULTING INC are LLY, VTEB, DFAC. The fund has invested 35.4% of it's portfolio in ELI LILLY & CO and 5.8% of portfolio in VANGUARD MUN BD FDS.
BEDEL FINANCIAL CONSULTING INC opened new stock positions in ELI LILLY & CO (LLY), VANGUARD MUN BD FDS (VTEB) and DIMENSIONAL ETF TRUST (DFAC).
New Buys
| Ticker | $ Bought |
|---|---|
| eli lilly & co | 174,858,000 |
| vanguard mun bd fds | 28,580,600 |
| dimensional etf trust | 27,138,300 |
| apple inc | 14,196,500 |
| dimensional etf trust | 11,649,500 |
| microsoft corp | 11,402,700 |
| ishares tr | 10,791,200 |
| ssga active etf tr | 9,466,340 |
New stocks bought by BEDEL FINANCIAL CONSULTING INC
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BEDEL FINANCIAL CONSULTING INC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of BEDEL FINANCIAL CONSULTING INC
Last Reported on: 01 Nov, 2023| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| LLY | eli lilly & co | 35.40 | 325,541 | 174,858,000 | new | |||
Historical Trend of ELI LILLY & CO Position Held By BEDEL FINANCIAL CONSULTING INCWhat % of Portfolio is LLY?:Number of LLY shares held:Change in No. of Shares Held: | ||||||||
| VTEB | vanguard mun bd fds | 5.79 | 594,192 | 28,580,600 | new | |||
| DFAC | dimensional etf trust | 5.49 | 1,039,380 | 27,138,300 | new | |||
| AAPL | apple inc | 2.87 | 82,919 | 14,196,500 | new | |||
| DFAC | dimensional etf trust | 2.36 | 516,151 | 11,649,500 | new | |||
| MSFT | microsoft corp | 2.31 | 36,113 | 11,402,700 | new | |||
| AAXJ | ishares tr | 2.18 | 125,043 | 10,791,200 | new | |||
| GAL | ssga active etf tr | 1.92 | 244,925 | 9,466,340 | new | |||
| BAPR | innovator etfs tr | 1.55 | 250,501 | 7,667,850 | new | |||
| SPY | spdr s&p 500 etf tr | 1.35 | 15,607 | 6,671,610 | new | |||
| BRKB | berkshire hathaway inc del | 1.33 | 18,741 | 6,565,010 | new | |||
| CGGR | capital group growth etf | 1.30 | 263,099 | 6,445,920 | new | |||
| AGNG | global x fds | 1.17 | 251,501 | 5,774,460 | new | |||
| JPM | jpmorgan chase & co | 0.94 | 32,088 | 4,653,440 | new | |||
| AAXJ | ishares tr | 0.92 | 79,554 | 4,544,920 | new | |||
| AGG | ishares tr | 0.87 | 9,956 | 4,275,230 | new | |||
| BNDW | vanguard scottsdale fds | 0.76 | 49,819 | 3,743,900 | new | |||
| AAXJ | ishares tr | 0.73 | 59,356 | 3,596,410 | new | |||
| AEMB | american centy etf tr | 0.73 | 63,122 | 3,594,890 | new | |||
| ACWF | ishares tr | 0.64 | 106,957 | 3,163,780 | new | |||
