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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Bedel-Financial-Consulting
Data Enrichment
72% identified188 identified72 unidentified
Holdings
260 positions • $442.8M total value
Manager:
Search and click to pin securities to the top
Page 3 of 13
886364835
Shares:62.4K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$442.8M)
33735B108
Shares:16.9K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$442.8M)
464288240
Shares:29.2K
Value:$1.7M
% of Portfolio:0.4% ($1.7M/$442.8M)
69374H857
Shares:43.8K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$442.8M)
45782C797
Shares:40.1K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$442.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
EXXON MOBIL CORP(XOMcusip30231G102) | 21.6K | QoQ -0.23% (-51) | All Managers (Combined) | $2.3M | 0.5% ($2.3M/$442.8M) | |
| 24.8K | All Managers (Combined) | $2.1M | 0.5% ($2.1M/$442.8M) | |||
MCDONALDS CORP(MCDcusip580135101) | 6.7K | All Managers (Combined) | $2.1M | 0.5% ($2.1M/$442.8M) | ||
| 34.4K | All Managers (Combined) | $2.0M | 0.5% ($2.0M/$442.8M) | |||
HOME DEPOT, INC.(HDcusip437076102) | 5.5K | QoQ +1.86% (-101)YoY +7.72% (+396) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$442.8M) | |
CUMMINS INC(CMIcusip231021106) | 6.6K | QoQ +0.85% (-56)YoY -6.12% (-433) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$442.8M) | |
| 12.3K | QoQ +0.41% (-51)YoY +6.69% (+770) | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$442.8M) | ||
(cusip886364835)✕ | 62.4K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$442.8M) | ||
| 30.6K | QoQ +1.14% (-346)YoY -3.07% (-970) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$442.8M) | ||
(cusip33735B108)✕ | 16.9K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$442.8M) | ||
| 4.6K | QoQ +1.23% (-56)YoY +1.80% (+81) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$442.8M) | ||
| 3.3K | QoQ 0.00% (-0)YoY -5.57% (-192) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$442.8M) | ||
| 2.9K | QoQ -0.03% (-1)YoY +2.94% (+84) | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$442.8M) | ||
(cusip464288240)✕ | 29.2K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$442.8M) | ||
| 3.2K | All Managers (Combined) | $1.7M | 0.4% ($1.7M/$442.8M) | |||
COCA COLA CO(KOcusip191216100) | 22.8K | QoQ +0.45% (+104)YoY -1.50% (-349) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$442.8M) | |
PEPSICO INC(PEPcusip713448108) | 12.2K | QoQ -0.82% (-102)YoY +1.03% (-126) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$442.8M) | |
(cusip69374H857)✕ | 43.8K | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$442.8M) | ||
(cusip45782C797)✕ | 40.1K | QoQ -0.12% (-52) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$442.8M) | |
| 4.2K | QoQ 0.00% (-0)YoY -6.44% (-289) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$442.8M) |