Latest BEDEL FINANCIAL CONSULTING INC Stock Portfolio
About BEDEL FINANCIAL CONSULTING INC and 13F Hedge Fund Stock Holdings
On 2023-11-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, BEDEL FINANCIAL CONSULTING INC reported an equity portfolio of $493.9 Millions as of 30 Sep, 2023. <br><br> 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. <br><br> 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
Additions
No additions were made to existing positions by BEDEL FINANCIAL CONSULTING INC
Reductions
None of the existing positions were reduced by BEDEL FINANCIAL CONSULTING INC
Sold off
None of the stocks were completely sold off by BEDEL FINANCIAL CONSULTING INC
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
$493.92MTotal Value
235Positions
01 Nov, 2023Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 2.87% | 82,919 | $14.20M 2.87% | Newnew position | ||
 AAXJ Ishares TrIshares TrAAXJ | 2.18% | 125,043 | $10.79M 2.18% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.92% | 79,554 | $4.54M 0.92% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.73% | 59,356 | $3.60M 0.73% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 23,607 | $1.11M 0.22% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.21% | 17,230 | $1.03M 0.21% | Newnew position | |
 Abbvie Inc Abbvie IncABBV BEDEL FINANCIAL CONSULTING INC's holding in Abbvie Inc over time | 0.38% | 12,629 | $1.88M 0.38% | Newnew position | |
 Accenture Plc Ireland BEDEL FINANCIAL CONSULTING INC's holding in Accenture Plc Ireland over time | 0.08% | 1,244 | $382.0K 0.08% | Newnew position | |
 ACSI Tidal Etf TrTidal Etf TrACSI | 0.13% | 28,021 | $664.0K 0.13% | Newnew position | |
 ACWF Ishares TrIshares TrACWF | 0.64% | 106,957 | $3.16M 0.64% | Newnew position | |
ACWF Ishares TrIshares TrACWF | 0.05% | 5,259 | $260.5K 0.05% | Newnew position | |
| 0.15% | 1,412 | $719.7K 0.15% | Newnew position | ||
 Automatic Data Processing In BEDEL FINANCIAL CONSULTING INC's holding in Automatic Data Processing In over time | 0.25% | 5,212 | $1.25M 0.25% | Newnew position | |
 AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.73% | 63,122 | $3.59M 0.73% | Newnew position | |
AEMB American Centy Etf TrAmerican Centy Etf TrAEMB | 0.28% | 20,642 | $1.39M 0.28% | Newnew position | |
 American Elec Pwr Co Inc BEDEL FINANCIAL CONSULTING INC's holding in American Elec Pwr Co Inc over time | 0.05% | 3,317 | $249.5K 0.05% | Newnew position | |
 AFTY Pacer Fds TrPacer Fds TrAFTY | 0.42% | 42,136 | $2.08M 0.42% | Newnew position | |
AFTY Pacer Fds TrPacer Fds TrAFTY | 0.36% | 42,677 | $1.78M 0.36% | Newnew position | |
 AGG Ishares TrIshares TrAGG | 0.87% | 9,956 | $4.28M 0.87% | Newnew position | |
AGG Ishares TrIshares TrAGG | 0.36% | 9,951 | $1.76M 0.36% | Newnew position | |
