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 4 of 13
72201R833
Shares:14.0K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$442.8M)
45783Y756
Shares:43.7K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$442.8M)
78468R853
Shares:33.8K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$442.8M)
45782C821
Shares:37.5K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$442.8M)
45782C813
Shares:30.2K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$442.8M)
87283Q107
Shares:30.3K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$442.8M)
315948109
Shares:14.4K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$442.8M)
46654Q724
Shares:19.4K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$442.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
SPDR GOLD TRUST(GLDcusip78463V107) | 4.9K | QoQ 0.00% (+0) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$442.8M) | |
| 9.7K | QoQ -0.14% (-14)YoY +2.42% (-230) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$442.8M) | ||
| 4.7K | QoQ +0.43% (-20) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$442.8M) | ||
(cusip72201R833)✕ | 14.0K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$442.8M) | ||
(cusip45783Y756)✕ | 43.7K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$442.8M) | ||
| 11.0K | QoQ +1.08% (-118)YoY +5.44% (+568) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$442.8M) | ||
| 13.1K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$442.8M) | |||
| 970 | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$442.8M) | |||
(cusip78468R853)✕ | 33.8K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$442.8M) | ||
Walt Disney Co(DIScusip254687106) | 14.1K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$442.8M) | ||
(cusip45782C821)✕ | 37.5K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$442.8M) | |
| 6.1K | QoQ 0.00% (-0)YoY -9.94% (-673) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$442.8M) | ||
| 5.5K | QoQ +0.74% (-41)YoY +6.26% (-327) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | ||
(cusip45782C813)✕ | 30.2K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | ||
| 7.6K | QoQ -0.78% (-60)YoY -1.89% (-146) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | ||
(cusip87283Q107)✕ | 30.3K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | ||
(cusip315948109)✕ | 14.4K | QoQ +1.35% (-193)YoY NEW(+14.4K) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | YoY NEW(+$1.2M) |
| 4.3K | QoQ +0.06% (-3)YoY -2.88% (-129) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | ||
(cusip46654Q724)✕ | 19.4K | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) | ||
CHEVRON CORP(CVXcusip166764100) | 8.5K | QoQ +0.22% (-19)YoY +3.81% (-313) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$442.8M) |