Bedel-Financial-Consulting

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPLX",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  "CMI",
  null,
  "DUK",
  null,
  null,
  "FFBC",
  "EVF",
  "GD",
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "FE",
  "UNP",
  "QCOM",
  "ISRG",
  null,
  "ITW",
  null,
  null,
  null,
  "AMAT",
  null,
  "EMR",
  null,
  null,
  null,
  "ICE",
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  "RLMD",
  null,
  "IWS",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EVRG",
  "GE",
  "NI",
  "NVS",
  null,
  "ORLY",
  "IJR",
  "EFG",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  null,
  null,
  null,
  "EEM",
  "IWF",
  "PEP",
  "IRM",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "GS",
  "ENB",
  "INTC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  null,
  "SCHX",
  null,
  "SHOP",
  "SPG",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TJX",
  "UL",
  "BIV",
  "VNQ",
  "VO",
  "PNW",
  "VWO",
  "VSS",
  null,
  null,
  null,
  "NJR",
  null,
  "VCIT",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "TSCO",
  "IWO",
  "IWN",
  "TSM",
  "GSK",
  "RMD",
  "DD",
  "AXON",
  "THO",
  "AMD",
  "WSO",
  "F",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  "HBNC",
  null,
  null,
  "NOTV",
  null,
  "LKFN",
  "AMZN",
  "SCHB",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  null,
  "VXUS",
  "VTEB",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WAT",
  "WFC",
  "IUSG",
  "SCHD",
  "ET",
  "DVY",
  "EXLS",
  "SCHA",
  "SO",
  "TTD",
  "CRM",
  "LYB",
  "IUSV",
  "DGRO",
  "GWW",
  "FDX",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CAG",
  "COP",
  "COO",
  "CEG",
  "COST",
  "CTVA",
  "CSX",
  "DHR",
  "DE",
  null,
  null,
  "DFS",
  "RSP",
  "IJT",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 260
Total Value: 442844996
Accession Number: 0001765380-25-000177
Form Type: 13F-HR
CIK: bedel-financial-consulting
Manager Name: Bedel-Financial-Consulting

Data Enrichment

72% identified

188 identified72 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

260 positions • $442.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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25434V203

Shares:1.4M

Value:$45.3M

% of Portfolio:10.2% ($45.3M/$442.8M)

922907746

VTEB|922907746

Shares:658.3K

Value:$32.2M

% of Portfolio:7.3% ($32.2M/$442.8M)

Apple Inc.

AAPL|037833100

Shares:80.9K

Value:$16.1M

% of Portfolio:3.6% ($16.1M/$442.8M)

25434V302

Shares:585.4K

Value:$15.7M

% of Portfolio:3.5% ($15.7M/$442.8M)

MICROSOFT CORP

MSFT|594918104

Shares:33.4K

Value:$14.5M

% of Portfolio:3.3% ($14.5M/$442.8M)

464288885

EFG|464288885

Shares:120.5K

Value:$12.8M

% of Portfolio:2.9% ($12.8M/$442.8M)

464288307

Shares:151.2K

Value:$11.0M

% of Portfolio:2.5% ($11.0M/$442.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:19.5K

Value:$10.9M

% of Portfolio:2.5% ($10.9M/$442.8M)

14020G101

Shares:282.2K

Value:$10.0M

% of Portfolio:2.3% ($10.0M/$442.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:18.2K

Value:$9.3M

% of Portfolio:2.1% ($9.3M/$442.8M)

78467V848

Shares:215.0K

Value:$8.6M

% of Portfolio:1.9% ($8.6M/$442.8M)

45782C870

Shares:238.1K

Value:$8.5M

% of Portfolio:1.9% ($8.5M/$442.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:31.1K

Value:$7.7M

% of Portfolio:1.7% ($7.7M/$442.8M)

464287200

IVV|464287200

Shares:10.9K

Value:$6.1M

% of Portfolio:1.4% ($6.1M/$442.8M)

464288406

Shares:74.8K

Value:$5.4M

% of Portfolio:1.2% ($5.4M/$442.8M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:7

Value:$5.4M

% of Portfolio:1.2% ($5.4M/$442.8M)

37954Y376

Shares:226.7K

Value:$5.2M

% of Portfolio:1.2% ($5.2M/$442.8M)

33737M300

Shares:71.1K

Value:$4.9M

% of Portfolio:1.1% ($4.9M/$442.8M)

025072794

Shares:69.7K

Value:$4.6M

% of Portfolio:1.0% ($4.6M/$442.8M)

46434V266

Shares:124.0K

Value:$4.5M

% of Portfolio:1.0% ($4.5M/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25434V203)✕	1.4M	QoQ +4.92% (+64.6K) YoY +23.50% (+262.2K)	All Managers (Combined)	$45.3M	10.2% ($45.3M/$442.8M)	QoQ +12.26% (+$4.9M) YoY +34.29% (+$11.6M)
(VTEBcusip922907746)	658.3K	QoQ +2.92% (+18.7K) YoY +5.29% (+33.1K)	All Managers (Combined)	$32.2M	7.3% ($32.2M/$442.8M)	QoQ +0.12% (+$39.2K) YoY +1.94% (+$614.5K)
Apple Inc.(AAPLcusip037833100)	80.9K	QoQ +0.33% (-268) YoY -1.64% (-1.4K)	All Managers (Combined)	$16.1M	3.6% ($16.1M/$442.8M)	QoQ -14.32% (-$2.7M) YoY +13.85% (-$2.0M)
(cusip25434V302)✕	585.4K	QoQ +3.70% (+20.9K) YoY +7.88% (+42.8K)	All Managers (Combined)	$15.7M	3.5% ($15.7M/$442.8M)	QoQ +7.63% (+$1.1M) YoY +17.04% (+$2.3M)
MICROSOFT CORP(MSFTcusip594918104)	33.4K	QoQ -1.49% (-507) YoY -2.24% (-768)	All Managers (Combined)	$14.5M	3.3% ($14.5M/$442.8M)	QoQ +3.27% (-$459.5K) YoY +0.67% (-$97.5K)
(EFGcusip464288885)	120.5K	QoQ +0.43% (+528) YoY -3.16% (-3.9K)	All Managers (Combined)	$12.8M	2.9% ($12.8M/$442.8M)	QoQ +4.03% (+$496.5K) YoY -0.90% (-$117.0K)
(cusip464288307)✕	151.2K	QoQ +63.92% (+58.9K) YoY +86.90% (+70.3K)	All Managers (Combined)	$11.0M	2.5% ($11.0M/$442.8M)	QoQ +49.68% (+$3.7M) YoY +92.90% (+$5.3M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	19.5K	QoQ +6.94% (-1.3K) YoY +17.85% (+3.0K)	All Managers (Combined)	$10.9M	2.5% ($10.9M/$442.8M)	QoQ -1.09% (-$120.7K) YoY +25.90% (+$2.2M)
(cusip14020G101)✕	282.2K	QoQ +0.82% (-2.3K) YoY +2.78% (+7.6K)	All Managers (Combined)	$10.0M	2.3% ($10.0M/$442.8M)	QoQ -9.42% (-$1.0M) YoY +14.06% (+$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	18.2K	QoQ -0.27% (-50) YoY -2.80% (-525)	All Managers (Combined)	$9.3M	2.1% ($9.3M/$442.8M)	QoQ +7.85% (-$679.8K) YoY +18.42% (-$1.5M)
(cusip78467V848)✕	215.0K	QoQ +6.46% (+13.1K) YoY +7.75% (+15.5K)	All Managers (Combined)	$8.6M	1.9% ($8.6M/$442.8M)	QoQ +6.49% (+$521.9K) YoY +7.10% (+$567.8K)
(cusip45782C870)✕	238.1K	QoQ 0.00% (-0) YoY -1.99% (-4.8K)	All Managers (Combined)	$8.5M	1.9% ($8.5M/$442.8M)	QoQ -4.91% (-$438.1K) YoY +3.81% (-$311.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	31.1K	QoQ +0.74% (-231) YoY -0.84% (-266)	All Managers (Combined)	$7.7M	1.7% ($7.7M/$442.8M)	QoQ -7.14% (-$595.7K) YoY +23.38% (-$1.5M)
(IVVcusip464287200)	10.9K	QoQ +0.43% (-47) YoY -9.20% (-1.1K)	All Managers (Combined)	$6.1M	1.4% ($6.1M/$442.8M)	QoQ -7.11% (-$467.2K) YoY -3.02% (-$190.1K)
(cusip464288406)✕	74.8K	QoQ +3.75% (-2.7K) YoY +21.91% (+13.4K)	All Managers (Combined)	$5.4M	1.2% ($5.4M/$442.8M)	QoQ -2.46% (-$136.0K) YoY +20.97% (+$933.8K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	7	QoQ 0.00% (+0) YoY NEW(+7)	All Managers (Combined)	$5.4M	1.2% ($5.4M/$442.8M)	QoQ +8.19% (+$407.1K) YoY NEW(+$5.4M)
(cusip37954Y376)✕	226.7K	QoQ +0.17% (-407) YoY -7.88% (-19.4K)	All Managers (Combined)	$5.2M	1.2% ($5.2M/$442.8M)	QoQ -3.23% (-$175.0K) YoY -10.11% (-$589.6K)
(cusip33737M300)✕	71.1K	QoQ +32.56% (+17.5K) YoY +52.26% (+24.4K)	All Managers (Combined)	$4.9M	1.1% ($4.9M/$442.8M)	QoQ +14.59% (+$630.2K) YoY +61.33% (+$1.9M)
(cusip025072794)✕	69.7K	QoQ +13.98% (+8.6K) YoY +7.53% (+4.9K)	All Managers (Combined)	$4.6M	1.0% ($4.6M/$442.8M)	QoQ +9.34% (+$396.1K) YoY +10.04% (+$423.1K)
(cusip46434V266)✕	124.0K	QoQ +2.32% (+2.8K) YoY +21.37% (+21.8K)	All Managers (Combined)	$4.5M	1.0% ($4.5M/$442.8M)	QoQ +10.54% (+$426.7K) YoY +32.79% (+$1.1M)