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 12 of 13

Sort by:

EMERSON ELECTRIC CO

EMR|291011104

Shares:2.6K

Value:$275.7K

% of Portfolio:0.1% ($275.7K/$442.8M)

72201R718

Shares:2.8K

Value:$271.3K

% of Portfolio:0.1% ($271.3K/$442.8M)

25434V765

Shares:9.2K

Value:$258.5K

% of Portfolio:0.1% ($258.5K/$442.8M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.7K

Value:$255.3K

% of Portfolio:0.1% ($255.3K/$442.8M)

922042742

VT|922042742

Shares:2.1K

Value:$252.8K

% of Portfolio:0.1% ($252.8K/$442.8M)

45783Y814

Shares:5.7K

Value:$252.2K

% of Portfolio:0.1% ($252.2K/$442.8M)

FEDEX CORP

FDX|31428X106

Shares:1.2K

Value:$250.5K

% of Portfolio:0.1% ($250.5K/$442.8M)

808524649

Shares:10.0K

Value:$249.7K

% of Portfolio:0.1% ($249.7K/$442.8M)

887432334

Shares:8.0K

Value:$245.2K

% of Portfolio:0.1% ($245.2K/$442.8M)

464287176

Shares:2.2K

Value:$242.5K

% of Portfolio:0.1% ($242.5K/$442.8M)

ENBRIDGE INC

ENB|29250N105

Shares:5.2K

Value:$239.6K

% of Portfolio:0.1% ($239.6K/$442.8M)

922042718

VSS|922042718

Shares:1.9K

Value:$238.9K

% of Portfolio:0.1% ($238.9K/$442.8M)

46137V472

Shares:2.5K

Value:$238.4K

% of Portfolio:0.1% ($238.4K/$442.8M)

WATSCO INC

WSO|942622200

Shares:500

Value:$237.5K

% of Portfolio:0.1% ($237.5K/$442.8M)

Corteva, Inc.

CTVA|22052L104

Shares:3.8K

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$442.8M)

66538H419

Shares:7.2K

Value:$234.1K

% of Portfolio:0.1% ($234.1K/$442.8M)

45782C748

Shares:6.3K

Value:$232.3K

% of Portfolio:0.1% ($232.3K/$442.8M)

Trade Desk, Inc.

TTD|88339J105

Shares:4.2K

Value:$231.4K

% of Portfolio:0.1% ($231.4K/$442.8M)

Chubb Ltd

CB|H1467J104

Shares:798

Value:$230.6K

% of Portfolio:0.1% ($230.6K/$442.8M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:2.4K

Value:$228.0K

% of Portfolio:0.1% ($228.0K/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EMERSON ELECTRIC CO(EMRcusip291011104)	2.6K	QoQ 0.00% (-0) YoY -14.24% (-427)	All Managers (Combined)	$275.7K	0.1% ($275.7K/$442.8M)	QoQ -14.01% (-$45.0K) YoY -18.87% (-$64.2K)
(cusip72201R718)✕	2.8K	QoQ 0.00% (+0) YoY -6.57% (-200)	All Managers (Combined)	$271.3K	0.1% ($271.3K/$442.8M)	QoQ +0.11% (+$313) YoY -5.96% (-$17.2K)
(cusip25434V765)✕	9.2K	QoQ +0.05% (+5) YoY -3.48% (-330)	All Managers (Combined)	$258.5K	0.1% ($258.5K/$442.8M)	QoQ +5.78% (+$14.1K) YoY +1.18% (-$3.0K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.7K	QoQ 0.00% (+0) YoY NEW(+1.7K)	All Managers (Combined)	$255.3K	0.1% ($255.3K/$442.8M)	QoQ +19.01% (+$40.8K) YoY NEW(+$255.3K)
(VTcusip922042742)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$252.8K	0.1% ($252.8K/$442.8M)	QoQ -3.07% (-$8.0K) YoY +6.90% (+$16.3K)
(cusip45783Y814)✕	5.7K	QoQ +8.82% (+463) YoY NEW(+5.7K)	All Managers (Combined)	$252.2K	0.1% ($252.2K/$442.8M)	QoQ +5.10% (+$12.3K) YoY NEW(+$252.2K)
FEDEX CORP(FDXcusip31428X106)	1.2K	QoQ +2.17% (-25) YoY +1.64% (-19)	All Managers (Combined)	$250.5K	0.1% ($250.5K/$442.8M)	QoQ -13.62% (-$39.5K) YoY -25.17% (-$84.3K)
(cusip808524649)✕	10.0K	QoQ +0.04% (-4) YoY NEW(+10.0K)	All Managers (Combined)	$249.7K	0.1% ($249.7K/$442.8M)	QoQ -2.63% (-$6.7K) YoY NEW(+$249.7K)
(cusip887432334)✕	8.0K	QoQ -0.21% (-17) YoY NEW(+8.0K)	All Managers (Combined)	$245.2K	0.1% ($245.2K/$442.8M)	QoQ +10.61% (-$23.5K) YoY NEW(+$245.2K)
(cusip464287176)✕	2.2K	QoQ +1.13% (+25) YoY +3.73% (+80)	All Managers (Combined)	$242.5K	0.1% ($242.5K/$442.8M)	QoQ +1.44% (+$3.5K) YoY +5.48% (+$12.6K)
ENBRIDGE INC(ENBcusip29250N105)	5.2K	QoQ 0.00% (+0) YoY NEW(+5.2K)	All Managers (Combined)	$239.6K	0.1% ($239.6K/$442.8M)	QoQ +5.07% (+$11.6K) YoY NEW(+$239.6K)
(VSScusip922042718)	1.9K	QoQ 0.00% (+0) YoY +2.85% (+54)	All Managers (Combined)	$238.9K	0.1% ($238.9K/$442.8M)	QoQ +5.39% (+$12.2K) YoY +8.25% (+$18.2K)
(cusip46137V472)✕	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$238.4K	0.1% ($238.4K/$442.8M)	QoQ NEW(+$238.4K) YoY NEW(+$238.4K)
WATSCO INC(WSOcusip942622200)	500	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$237.5K	0.1% ($237.5K/$442.8M)	QoQ +0.18% (+$440) YoY +9.94% (+$21.5K)
Corteva, Inc.(CTVAcusip22052L104)	3.8K	QoQ -0.07% (-3) YoY +1.44% (+54)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$442.8M)	QoQ -2.23% (-$5.4K) YoY +9.86% (+$21.2K)
(cusip66538H419)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$234.1K	0.1% ($234.1K/$442.8M)	QoQ NEW(+$234.1K) YoY NEW(+$234.1K)
(cusip45782C748)✕	6.3K	QoQ 0.00% (-0) YoY NEW(+6.3K)	All Managers (Combined)	$232.3K	0.1% ($232.3K/$442.8M)	QoQ -3.17% (-$7.6K) YoY NEW(+$232.3K)
Trade Desk, Inc.(TTDcusip88339J105)	4.2K	QoQ +20.58% (-710) YoY +21.28% (-730)	All Managers (Combined)	$231.4K	0.1% ($231.4K/$442.8M)	QoQ -41.33% (-$163.0K) YoY -22.81% (-$68.4K)
Chubb Ltd(CBcusipH1467J104)	798	QoQ +6.40% (+48) YoY NEW(+798)	All Managers (Combined)	$230.6K	0.1% ($230.6K/$442.8M)	QoQ +12.71% (+$26.0K) YoY NEW(+$230.6K)
IRON MOUNTAIN INC(IRMcusip46284V101)	2.4K	QoQ +0.64% (-15) YoY NEW(+2.4K)	All Managers (Combined)	$228.0K	0.1% ($228.0K/$442.8M)	QoQ -6.12% (-$14.9K) YoY NEW(+$228.0K)