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
Additions
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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 ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.87 | 82,919 | 14,196,500 | new | |||
| AAXJ | ishares tr | 2.18 | 125,043 | 10,791,200 | new | |||
| AAXJ | ishares tr | 0.92 | 79,554 | 4,544,920 | new | |||
| AAXJ | ishares tr | 0.73 | 59,356 | 3,596,410 | new | |||
| AAXJ | ishares tr | 0.22 | 23,607 | 1,109,760 | new | |||
| AAXJ | ishares tr | 0.21 | 17,230 | 1,029,150 | new | |||
| ABBV | abbvie inc | 0.38 | 12,629 | 1,882,440 | new | |||
| ACN | accenture plc ireland | 0.08 | 1,244 | 382,045 | new | |||
| ACSI | tidal etf tr | 0.13 | 28,021 | 663,974 | new | |||
| ACWF | ishares tr | 0.64 | 106,957 | 3,163,780 | new | |||
| ACWF | ishares tr | 0.05 | 5,259 | 260,478 | new | |||
| ADBE | adobe inc | 0.15 | 1,412 | 719,724 | new | |||
| ADP | automatic data processing in | 0.25 | 5,212 | 1,253,970 | new | |||
| AEMB | american centy etf tr | 0.73 | 63,122 | 3,594,890 | new | |||
| AEMB | american centy etf tr | 0.28 | 20,642 | 1,391,060 | new | |||
| AEP | american elec pwr co inc | 0.05 | 3,317 | 249,505 | new | |||
| AFTY | pacer fds tr | 0.42 | 42,136 | 2,082,790 | new | |||
| AFTY | pacer fds tr | 0.36 | 42,677 | 1,779,630 | new | |||
| AGG | ishares tr | 0.87 | 9,956 | 4,275,230 | new | |||
| AGG | ishares tr | 0.36 | 9,951 | 1,758,760 | new | |||