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

Page 11 of 13

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CLOROX CO /DE/

CLX|189054109

Shares:2.4K

Value:$319.4K

% of Portfolio:0.1% ($319.4K/$442.8M)

CONOCOPHILLIPS

COP|20825C104

Shares:3.5K

Value:$310.4K

% of Portfolio:0.1% ($310.4K/$442.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:7.0K

Value:$308.8K

% of Portfolio:0.1% ($308.8K/$442.8M)

45782C409

Shares:6.6K

Value:$308.7K

% of Portfolio:0.1% ($308.7K/$442.8M)

Constellation Energy Corp

CEG|21037T109

Shares:1.1K

Value:$306.4K

% of Portfolio:0.1% ($306.4K/$442.8M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.2K

Value:$304.8K

% of Portfolio:0.1% ($304.8K/$442.8M)

Mondelez International, Inc.

MDLZ|609207105

Shares:4.5K

Value:$304.2K

% of Portfolio:0.1% ($304.2K/$442.8M)

ALLSTATE CORP

ALL|020002101

Shares:1.5K

Value:$302.7K

% of Portfolio:0.1% ($302.7K/$442.8M)

46434V621

DGRO|46434V621

Shares:4.9K

Value:$296.6K

% of Portfolio:0.1% ($296.6K/$442.8M)

DEERE & CO

DE|244199105

Shares:623

Value:$296.2K

% of Portfolio:0.1% ($296.2K/$442.8M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.0K

Value:$296.1K

% of Portfolio:0.1% ($296.1K/$442.8M)

Energy Transfer LP

ET|29273V100

Shares:18.5K

Value:$292.4K

% of Portfolio:0.1% ($292.4K/$442.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.1K

Value:$284.1K

% of Portfolio:0.1% ($284.1K/$442.8M)

GSK plc

GSK|37733W204

Shares:7.6K

Value:$283.6K

% of Portfolio:0.1% ($283.6K/$442.8M)

45782C680

Shares:7.5K

Value:$282.4K

% of Portfolio:0.1% ($282.4K/$442.8M)

464287622

IWB|464287622

Shares:917

Value:$281.6K

% of Portfolio:0.1% ($281.6K/$442.8M)

STEEL DYNAMICS INC

STLD|858119100

Shares:2.1K

Value:$280.6K

% of Portfolio:0.1% ($280.6K/$442.8M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:5.9K

Value:$278.8K

% of Portfolio:0.1% ($278.8K/$442.8M)

CONAGRA BRANDS INC.

CAG|205887102

Shares:11.9K

Value:$277.1K

% of Portfolio:0.1% ($277.1K/$442.8M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:4.9K

Value:$276.6K

% of Portfolio:0.1% ($276.6K/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CLOROX CO /DE/(CLXcusip189054109)	2.4K	QoQ +0.08% (-2) YoY +0.25% (-6)	All Managers (Combined)	$319.4K	0.1% ($319.4K/$442.8M)	QoQ -7.41% (-$25.6K) YoY -11.59% (-$41.9K)
CONOCOPHILLIPS(COPcusip20825C104)	3.5K	QoQ 0.00% (-0) YoY -7.37% (-282)	All Managers (Combined)	$310.4K	0.1% ($310.4K/$442.8M)	QoQ -12.55% (-$44.6K) YoY -36.22% (-$176.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	7.0K	QoQ +1.18% (+82) YoY +1.50% (+104)	All Managers (Combined)	$308.8K	0.1% ($308.8K/$442.8M)	QoQ +11.32% (+$31.4K) YoY +6.80% (+$19.7K)
(cusip45782C409)✕	6.6K	QoQ -10.15% (-750) YoY -16.06% (-1.3K)	All Managers (Combined)	$308.7K	0.1% ($308.7K/$442.8M)	QoQ -14.59% (-$52.8K) YoY -10.30% (-$35.5K)
Constellation Energy Corp(CEGcusip21037T109)	1.1K	QoQ +6.77% (-71) YoY NEW(+1.1K)	All Managers (Combined)	$306.4K	0.1% ($306.4K/$442.8M)	QoQ -6.83% (-$22.5K) YoY NEW(+$306.4K)
T-Mobile US, Inc.(TMUScusip872590104)	1.2K	QoQ +0.08% (+1) YoY NEW(+1.2K)	All Managers (Combined)	$304.8K	0.1% ($304.8K/$442.8M)	QoQ +4.79% (+$14.0K) YoY NEW(+$304.8K)
Mondelez International, Inc.(MDLZcusip609207105)	4.5K	QoQ +0.02% (+1) YoY +0.08% (-4)	All Managers (Combined)	$304.2K	0.1% ($304.2K/$442.8M)	QoQ +17.57% (+$45.5K) YoY -3.45% (-$10.9K)
ALLSTATE CORP(ALLcusip020002101)	1.5K	QoQ +9.98% (+136) YoY +10.39% (+141)	All Managers (Combined)	$302.7K	0.1% ($302.7K/$442.8M)	QoQ +15.12% (+$39.8K) YoY +28.91% (+$67.9K)
(DGROcusip46434V621)	4.9K	QoQ -10.57% (-584) YoY -9.89% (-542)	All Managers (Combined)	$296.6K	0.1% ($296.6K/$442.8M)	QoQ -15.79% (-$55.6K) YoY -6.75% (-$21.5K)
DEERE & CO(DEcusip244199105)	623	QoQ +1.63% (+10) YoY -2.95% (-19)	All Managers (Combined)	$296.2K	0.1% ($296.2K/$442.8M)	QoQ +3.32% (+$9.5K) YoY +12.42% (-$32.7K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.0K	QoQ +7.29% (-204) YoY +28.73% (-670)	All Managers (Combined)	$296.1K	0.1% ($296.1K/$442.8M)	QoQ -5.53% (-$17.3K) YoY -29.66% (-$124.8K)
Energy Transfer LP(ETcusip29273V100)	18.5K	QoQ +0.34% (-63) YoY NEW(+18.5K)	All Managers (Combined)	$292.4K	0.1% ($292.4K/$442.8M)	QoQ -23.69% (-$90.8K) YoY NEW(+$292.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.1K	QoQ -0.46% (-10) YoY +6.00% (+121)	All Managers (Combined)	$284.1K	0.1% ($284.1K/$442.8M)	QoQ +0.29% (-$841) YoY +24.09% (+$55.2K)
GSK plc(GSKcusip37733W204)	7.6K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$283.6K	0.1% ($283.6K/$442.8M)	QoQ -0.53% (-$1.5K) YoY -12.52% (-$40.6K)
(cusip45782C680)✕	7.5K	QoQ -4.47% (-350) YoY -4.47% (-350)	All Managers (Combined)	$282.4K	0.1% ($282.4K/$442.8M)	QoQ -7.69% (-$23.6K) YoY +2.13% (-$5.9K)
(IWBcusip464287622)	917	QoQ 0.00% (-0) YoY -15.40% (-167)	All Managers (Combined)	$281.6K	0.1% ($281.6K/$442.8M)	QoQ -7.89% (-$24.1K) YoY -9.80% (-$30.6K)
STEEL DYNAMICS INC(STLDcusip858119100)	2.1K	QoQ 0.00% (+0) YoY +4.90% (-100)	All Managers (Combined)	$280.6K	0.1% ($280.6K/$442.8M)	QoQ +1.35% (+$3.7K) YoY -7.16% (-$21.7K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	5.9K	QoQ +3.00% (-171) YoY -0.34% (-20)	All Managers (Combined)	$278.8K	0.1% ($278.8K/$442.8M)	QoQ -17.93% (-$60.9K) YoY -12.57% (-$40.1K)
CONAGRA BRANDS INC.(CAGcusip205887102)	11.9K	QoQ +18.86% (+1.9K) YoY +18.60% (-1.9K)	All Managers (Combined)	$277.1K	0.1% ($277.1K/$442.8M)	QoQ +10.53% (+$26.4K) YoY -6.56% (-$19.5K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	4.9K	QoQ +0.48% (-24) YoY +81.34% (-2.2K)	All Managers (Combined)	$276.6K	0.1% ($276.6K/$442.8M)	QoQ -27.05% (-$102.6K) YoY -0.90% (-$2.5K)