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 13 of 13

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THOR INDUSTRIES INC

THO|885160101

Shares:3.1K

Value:$227.4K

% of Portfolio:0.1% ($227.4K/$442.8M)

45782C540

Shares:5.9K

Value:$222.3K

% of Portfolio:0.1% ($222.3K/$442.8M)

464285204

Shares:3.4K

Value:$221.9K

% of Portfolio:0.1% ($221.9K/$442.8M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.3K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$442.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:397

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$442.8M)

COMCAST CORP

CMCSA|20030N101

Shares:6.3K

Value:$216.5K

% of Portfolio:0.0% ($216.5K/$442.8M)

464288810

Shares:3.5K

Value:$211.5K

% of Portfolio:0.0% ($211.5K/$442.8M)

Evergy, Inc.

EVRG|30034W106

Shares:3.0K

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$442.8M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:350

Value:$210.6K

% of Portfolio:0.0% ($210.6K/$442.8M)

33738R506

Shares:3.6K

Value:$207.0K

% of Portfolio:0.0% ($207.0K/$442.8M)

WATERS CORP /DE/

WAT|941848103

Shares:600

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$442.8M)

45782C292

Shares:6.0K

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$442.8M)

46641Q324

Shares:3.0K

Value:$201.7K

% of Portfolio:0.0% ($201.7K/$442.8M)

Prologis, Inc.

PLD|74340W103

Shares:1.9K

Value:$200.1K

% of Portfolio:0.0% ($200.1K/$442.8M)

HORIZON BANCORP INC /IN/

HBNC|440407104

Shares:12.9K

Value:$193.1K

% of Portfolio:0.0% ($193.1K/$442.8M)

FORD MOTOR CO

F|345370860

Shares:16.1K

Value:$168.2K

% of Portfolio:0.0% ($168.2K/$442.8M)

Eaton Vance Senior Income Trust

EVF|27826S103

Shares:12.0K

Value:$67.6K

% of Portfolio:0.0% ($67.6K/$442.8M)

Inotiv, Inc.

NOTV|45783Q100

Shares:13.8K

Value:$24.2K

% of Portfolio:0.0% ($24.2K/$442.8M)

67577R102

Shares:15.0K

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$442.8M)

RELMADA THERAPEUTICS, INC.

RLMD|75955J402

Shares:10.0K

Value:$3.6K

% of Portfolio:0.0% ($3.6K/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
THOR INDUSTRIES INC(THOcusip885160101)	3.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$227.4K	0.1% ($227.4K/$442.8M)	QoQ -27.39% (-$85.8K) YoY -36.72% (-$131.9K)
(cusip45782C540)✕	5.9K	QoQ 0.00% (-0) YoY -14.99% (-1.0K)	All Managers (Combined)	$222.3K	0.1% ($222.3K/$442.8M)	QoQ -3.85% (-$8.9K) YoY -12.61% (-$32.1K)
(cusip464285204)✕	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$221.9K	0.1% ($221.9K/$442.8M)	QoQ NEW(+$221.9K) YoY NEW(+$221.9K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.3K	QoQ +0.27% (-12) YoY +449.74% (+3.5K)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$442.8M)	QoQ -4.55% (-$10.5K) YoY +7.20% (+$14.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	397	QoQ +6.43% (-24) YoY NEW(+397)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$442.8M)	QoQ -9.36% (-$22.5K) YoY NEW(+$218.2K)
COMCAST CORP(CMCSAcusip20030N101)	6.3K	QoQ +6.31% (+373) YoY +9.20% (-529)	All Managers (Combined)	$216.5K	0.0% ($216.5K/$442.8M)	QoQ +8.04% (+$16.1K) YoY -13.10% (-$32.6K)
(cusip464288810)✕	3.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$211.5K	0.0% ($211.5K/$442.8M)	QoQ -8.03% (-$18.5K) YoY +2.16% (+$4.5K)
Evergy, Inc.(EVRGcusip30034W106)	3.0K	QoQ -2.40% (-75) YoY NEW(+3.0K)	All Managers (Combined)	$211.0K	0.0% ($211.0K/$442.8M)	QoQ +4.02% (-$8.2K) YoY NEW(+$211.0K)
AXON ENTERPRISE, INC.(AXONcusip05464C101)	350	QoQ +16.66% (+50) YoY NEW(+350)	All Managers (Combined)	$210.6K	0.0% ($210.6K/$442.8M)	QoQ +3.14% (+$6.4K) YoY NEW(+$210.6K)
(cusip33738R506)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$207.0K	0.0% ($207.0K/$442.8M)	QoQ NEW(+$207.0K) YoY NEW(+$207.0K)
WATERS CORP /DE/(WATcusip941848103)	600	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$203.4K	0.0% ($203.4K/$442.8M)	QoQ -18.12% (-$45.0K) YoY -1.51% (-$3.1K)
(cusip45782C292)✕	6.0K	QoQ 0.00% (-0) YoY NEW(+6.0K)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$442.8M)	QoQ -1.71% (-$3.5K) YoY NEW(+$201.7K)
(cusip46641Q324)✕	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$201.7K	0.0% ($201.7K/$442.8M)	QoQ NEW(+$201.7K) YoY NEW(+$201.7K)
Prologis, Inc.(PLDcusip74340W103)	1.9K	QoQ 0.00% (-0) YoY +0.15% (-3)	All Managers (Combined)	$200.1K	0.0% ($200.1K/$442.8M)	QoQ -11.98% (-$27.2K) YoY -19.60% (-$48.8K)
HORIZON BANCORP INC /IN/(HBNCcusip440407104)	12.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$193.1K	0.0% ($193.1K/$442.8M)	QoQ -13.14% (-$29.2K) YoY +16.36% (+$27.2K)
FORD MOTOR CO(Fcusip345370860)	16.1K	QoQ -0.47% (-77) YoY NEW(+16.1K)	All Managers (Combined)	$168.2K	0.0% ($168.2K/$442.8M)	QoQ +3.79% (-$6.2K) YoY NEW(+$168.2K)
Eaton Vance Senior Income Trust(EVFcusip27826S103)	12.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$67.6K	0.0% ($67.6K/$442.8M)	QoQ -9.74% (-$7.3K) YoY -11.16% (-$8.5K)
Inotiv, Inc.(NOTVcusip45783Q100)	13.8K	QoQ 0.00% (-0) YoY NEW(+13.8K)	All Managers (Combined)	$24.2K	0.0% ($24.2K/$442.8M)	QoQ -57.89% (-$33.3K) YoY NEW(+$24.2K)
(cusip67577R102)✕	15.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$442.8M)	QoQ -22.96% (-$4.2K) YoY -53.62% (-$16.2K)
RELMADA THERAPEUTICS, INC.(RLMDcusip75955J402)	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.6K	0.0% ($3.6K/$442.8M)	QoQ -6.00% (-$228) YoY -92.31% (-$42.9K)