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 2 of 13

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92206C409

Shares:55.1K

Value:$4.3M

% of Portfolio:1.0% ($4.3M/$442.8M)

69374H881

Shares:83.2K

Value:$4.3M

% of Portfolio:1.0% ($4.3M/$442.8M)

25434V807

Shares:85.4K

Value:$3.5M

% of Portfolio:0.8% ($3.5M/$442.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:21.1K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$442.8M)

464288208

Shares:46.5K

Value:$3.4M

% of Portfolio:0.8% ($3.4M/$442.8M)

46432F339

QUAL|46432F339

Shares:19.5K

Value:$3.3M

% of Portfolio:0.8% ($3.3M/$442.8M)

464287499

IWR|464287499

Shares:34.6K

Value:$2.9M

% of Portfolio:0.7% ($2.9M/$442.8M)

922908769

VTI|922908769

Shares:10.3K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$442.8M)

Alphabet Inc.

GOOG|02079K107

Shares:16.6K

Value:$2.7M

% of Portfolio:0.6% ($2.7M/$442.8M)

47103U886

Shares:53.2K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$442.8M)

AMAZON COM INC

AMZN|023135106

Shares:14.0K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$442.8M)

Walmart Inc.

WMT|931142103

Shares:25.9K

Value:$2.6M

% of Portfolio:0.6% ($2.6M/$442.8M)

NVIDIA CORP

NVDA|67066G104

Shares:22.4K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$442.8M)

464287655

IWM|464287655

Shares:12.7K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$442.8M)

45782C722

Shares:81.8K

Value:$2.5M

% of Portfolio:0.6% ($2.5M/$442.8M)

025072307

Shares:24.1K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$442.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:12.5K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$442.8M)

25434V609

Shares:46.7K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$442.8M)

ORACLE CORP

ORCL|68389X105

Shares:15.5K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$442.8M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.8K

Value:$2.3M

% of Portfolio:0.5% ($2.3M/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C409)✕	55.1K	QoQ +0.84% (+464) YoY +8.86% (+4.5K)	All Managers (Combined)	$4.3M	1.0% ($4.3M/$442.8M)	QoQ +1.36% (+$58.4K) YoY +10.85% (+$424.5K)
(cusip69374H881)✕	83.2K	QoQ +22.87% (+15.5K) YoY +54.82% (+29.5K)	All Managers (Combined)	$4.3M	1.0% ($4.3M/$442.8M)	QoQ +9.80% (+$386.0K) YoY +38.38% (+$1.2M)
(cusip25434V807)✕	85.4K	QoQ +2.55% (+2.1K) YoY +6.48% (+5.2K)	All Managers (Combined)	$3.5M	0.8% ($3.5M/$442.8M)	QoQ +11.17% (+$348.5K) YoY +17.76% (+$523.2K)
Alphabet Inc.(GOOGLcusip02079K305)	21.1K	QoQ +2.46% (-507) YoY +10.57% (+2.0K)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$442.8M)	QoQ -12.58% (-$495.5K) YoY +19.58% (+$563.6K)
(cusip464288208)✕	46.5K	QoQ +15.59% (+6.3K) YoY +99.36% (+23.2K)	All Managers (Combined)	$3.4M	0.8% ($3.4M/$442.8M)	QoQ +7.08% (+$227.0K) YoY +101.94% (+$1.7M)
(QUALcusip46432F339)	19.5K	QoQ +0.03% (-6) YoY -3.76% (-764)	All Managers (Combined)	$3.3M	0.8% ($3.3M/$442.8M)	QoQ -7.62% (-$274.3K) YoY -0.43% (-$14.6K)
(IWRcusip464287499)	34.6K	QoQ -5.79% (-2.1K) YoY +23.74% (+6.6K)	All Managers (Combined)	$2.9M	0.7% ($2.9M/$442.8M)	QoQ -13.53% (-$460.5K) YoY +25.00% (+$588.5K)
(VTIcusip922908769)	10.3K	QoQ -8.98% (-1.0K) YoY -9.49% (-1.1K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$442.8M)	QoQ -16.56% (-$560.2K) YoY -4.25% (-$125.3K)
Alphabet Inc.(GOOGcusip02079K107)	16.6K	QoQ +0.16% (-27) YoY +8.10% (+1.2K)	All Managers (Combined)	$2.7M	0.6% ($2.7M/$442.8M)	QoQ -14.39% (-$461.4K) YoY +17.29% (+$404.5K)
(cusip47103U886)✕	53.2K	QoQ +7.29% (+3.6K) YoY +15.25% (+7.0K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$442.8M)	QoQ +7.01% (+$170.6K) YoY +16.20% (+$363.1K)
AMAZON COM INC(AMZNcusip023135106)	14.0K	QoQ +4.88% (-652) YoY +11.96% (+1.5K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$442.8M)	QoQ -17.84% (-$562.8K) YoY +14.83% (+$334.8K)
Walmart Inc.(WMTcusip931142103)	25.9K	QoQ +0.39% (-102) YoY -3.97% (-1.1K)	All Managers (Combined)	$2.6M	0.6% ($2.6M/$442.8M)	QoQ -3.43% (-$90.9K) YoY +57.26% (-$929.9K)
NVIDIA CORP(NVDAcusip67066G104)	22.4K	QoQ -3.07% (-711) YoY +836.34% (+20.0K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$442.8M)	QoQ -11.84% (-$341.5K) YoY +17.65% (+$381.5K)
(IWMcusip464287655)	12.7K	QoQ -7.27% (-993) YoY +6.60% (-785)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$442.8M)	QoQ -20.46% (-$640.9K) YoY -0.25% (-$6.4K)
(cusip45782C722)✕	81.8K	QoQ 0.00% (+0) YoY NEW(+81.8K)	All Managers (Combined)	$2.5M	0.6% ($2.5M/$442.8M)	QoQ +6.13% (+$143.8K) YoY NEW(+$2.5M)
(cusip025072307)✕	24.1K	QoQ +7.05% (-1.6K) YoY +8.17% (+1.8K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$442.8M)	QoQ -0.92% (-$22.4K) YoY +26.20% (+$496.5K)
AbbVie Inc.(ABBVcusip00287Y109)	12.5K	QoQ +0.53% (-67) YoY +2.40% (+295)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$442.8M)	QoQ -1.87% (-$44.8K) YoY +5.24% (+$117.0K)
(cusip25434V609)✕	46.7K	QoQ +64.60% (+18.3K) YoY +85.26% (+21.5K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$442.8M)	QoQ +42.52% (+$695.4K) YoY +69.81% (+$958.2K)
ORACLE CORP(ORCLcusip68389X105)	15.5K	QoQ +0.27% (-43) YoY +7.43% (+1.1K)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$442.8M)	QoQ -13.71% (-$365.0K) YoY +26.32% (+$478.3K)
JOHNSON & JOHNSON(JNJcusip478160104)	14.8K	QoQ -0.85% (-127) YoY +1.89% (-275)	All Managers (Combined)	$2.3M	0.5% ($2.3M/$442.8M)	QoQ -0.98% (-$22.8K) YoY -0.49% (-$11.4K)