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

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33733E302

Shares:4.9K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$442.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$442.8M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:76.4K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$442.8M)

921909768

VXUS|921909768

Shares:17.2K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$442.8M)

Tesla, Inc.

TSLA|88160R101

Shares:3.9K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$442.8M)

922908751

VB|922908751

Shares:4.7K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$442.8M)

ExlService Holdings, Inc.

EXLS|302081104

Shares:22.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$442.8M)

25434V500

Shares:17.4K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$442.8M)

VISA INC.

V|92826C839

Shares:2.9K

Value:$990.9K

% of Portfolio:0.2% ($990.9K/$442.8M)

Philip Morris International Inc.

PM|718172109

Shares:5.6K

Value:$968.0K

% of Portfolio:0.2% ($968.0K/$442.8M)

922908744

VTV|922908744

Shares:5.6K

Value:$938.6K

% of Portfolio:0.2% ($938.6K/$442.8M)

45782C656

Shares:24.1K

Value:$926.1K

% of Portfolio:0.2% ($926.1K/$442.8M)

464287481

IWP|464287481

Shares:7.3K

Value:$894.7K

% of Portfolio:0.2% ($894.7K/$442.8M)

45782C508

Shares:21.0K

Value:$871.6K

% of Portfolio:0.2% ($871.6K/$442.8M)

45782C573

Shares:23.3K

Value:$867.3K

% of Portfolio:0.2% ($867.3K/$442.8M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.8K

Value:$846.6K

% of Portfolio:0.2% ($846.6K/$442.8M)

PFIZER INC

PFE|717081103

Shares:36.8K

Value:$841.4K

% of Portfolio:0.2% ($841.4K/$442.8M)

Elevance Health, Inc.

ELV|036752103

Shares:2.0K

Value:$840.8K

% of Portfolio:0.2% ($840.8K/$442.8M)

922908553

VNQ|922908553

Shares:9.2K

Value:$820.0K

% of Portfolio:0.2% ($820.0K/$442.8M)

CINTAS CORP

CTAS|172908105

Shares:3.8K

Value:$813.1K

% of Portfolio:0.2% ($813.1K/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E302)✕	4.9K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$442.8M)	QoQ -10.49% (-$135.2K) YoY +15.29% (+$152.9K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.1K	QoQ -1.89% (-22) YoY +14.47% (+144)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$442.8M)	QoQ -4.97% (-$60.2K) YoY +57.90% (+$422.0K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	76.4K	QoQ +0.64% (-492) YoY +10.81% (+7.5K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$442.8M)	QoQ -11.48% (-$147.6K) YoY +18.20% (+$175.2K)
(VXUScusip921909768)	17.2K	QoQ +0.23% (+41) YoY -14.27% (-2.9K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$442.8M)	QoQ +6.23% (+$65.7K) YoY -7.36% (-$89.1K)
Tesla, Inc.(TSLAcusip88160R101)	3.9K	QoQ -7.46% (-312) YoY -0.15% (-6)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$442.8M)	QoQ -32.62% (-$515.6K) YoY +56.39% (-$384.0K)
(VBcusip922908751)	4.7K	QoQ +39.53% (+1.3K) YoY +90.47% (+2.2K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$442.8M)	QoQ +22.04% (+$185.3K) YoY +82.68% (+$464.3K)
ExlService Holdings, Inc.(EXLScusip302081104)	22.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$442.8M)	QoQ -9.76% (-$110.9K) YoY +46.76% (+$326.6K)
(cusip25434V500)✕	17.4K	QoQ +0.56% (-97) YoY +13.83% (+2.1K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$442.8M)	QoQ -12.43% (-$145.4K) YoY +7.60% (+$72.4K)
VISA INC.(Vcusip92826C839)	2.9K	QoQ +0.63% (+18) YoY +10.63% (+274)	All Managers (Combined)	$990.9K	0.2% ($990.9K/$442.8M)	QoQ +0.13% (+$1.4K) YoY +37.81% (+$271.9K)
Philip Morris International Inc.(PMcusip718172109)	5.6K	QoQ 0.00% (+0) YoY +2.41% (+131)	All Managers (Combined)	$968.0K	0.2% ($968.0K/$442.8M)	QoQ +32.91% (+$239.7K) YoY +94.60% (+$470.6K)
(VTVcusip922908744)	5.6K	QoQ -1.74% (-100) YoY +7.51% (+394)	All Managers (Combined)	$938.6K	0.2% ($938.6K/$442.8M)	QoQ -7.84% (-$79.9K) YoY +9.96% (+$85.1K)
(cusip45782C656)✕	24.1K	QoQ 0.00% (-0) YoY -2.73% (-677)	All Managers (Combined)	$926.1K	0.2% ($926.1K/$442.8M)	QoQ -3.21% (-$30.8K) YoY +2.54% (-$22.9K)
(IWPcusip464287481)	7.3K	QoQ +3.96% (-277) YoY -4.56% (-348)	All Managers (Combined)	$894.7K	0.2% ($894.7K/$442.8M)	QoQ -6.68% (-$64.1K) YoY +2.90% (-$25.3K)
(cusip45782C508)✕	21.0K	QoQ -2.44% (-527) YoY -5.70% (-1.3K)	All Managers (Combined)	$871.6K	0.2% ($871.6K/$442.8M)	QoQ -5.76% (-$53.3K) YoY +0.10% (-$923)
(cusip45782C573)✕	23.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$867.3K	0.2% ($867.3K/$442.8M)	QoQ -3.10% (-$27.8K) YoY +4.93% (+$40.8K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.8K	QoQ -0.65% (-51) YoY NEW(+7.8K)	All Managers (Combined)	$846.6K	0.2% ($846.6K/$442.8M)	QoQ +6.69% (-$53.2K) YoY NEW(+$846.6K)
PFIZER INC(PFEcusip717081103)	36.8K	QoQ +5.59% (-1.9K) YoY +31.79% (+8.9K)	All Managers (Combined)	$841.4K	0.2% ($841.4K/$442.8M)	QoQ -8.61% (-$79.4K) YoY +8.66% (+$67.1K)
Elevance Health, Inc.(ELVcusip036752103)	2.0K	QoQ +27.25% (+435) YoY +62.87% (+784)	All Managers (Combined)	$840.8K	0.2% ($840.8K/$442.8M)	QoQ +30.99% (+$198.9K) YoY +30.02% (+$194.2K)
(VNQcusip922908553)	9.2K	QoQ +0.36% (-34) YoY +3.43% (+307)	All Managers (Combined)	$820.0K	0.2% ($820.0K/$442.8M)	QoQ -2.78% (-$23.5K) YoY +6.22% (+$48.1K)
CINTAS CORP(CTAScusip172908105)	3.8K	QoQ 0.00% (+0) YoY +300.00% (+2.9K)	All Managers (Combined)	$813.1K	0.2% ($813.1K/$442.8M)	QoQ +5.80% (+$44.6K) YoY +24.19% (+$158.4K)