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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577125818

Shares:14.4K

Value:$438.0K

% of Portfolio:0.1% ($438.0K/$442.8M)

NEW JERSEY RESOURCES CORP

NJR|646025106

Shares:8.9K

Value:$432.8K

% of Portfolio:0.1% ($432.8K/$442.8M)

AMGEN INC

AMGN|031162100

Shares:1.6K

Value:$429.7K

% of Portfolio:0.1% ($429.7K/$442.8M)

464287887

IJT|464287887

Shares:3.4K

Value:$426.4K

% of Portfolio:0.1% ($426.4K/$442.8M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:2.4K

Value:$425.2K

% of Portfolio:0.1% ($425.2K/$442.8M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.9K

Value:$415.5K

% of Portfolio:0.1% ($415.5K/$442.8M)

UNILEVER PLC

UL|904767704

Shares:6.5K

Value:$414.7K

% of Portfolio:0.1% ($414.7K/$442.8M)

DANAHER CORP /DE/

DHR|235851102

Shares:2.1K

Value:$405.2K

% of Portfolio:0.1% ($405.2K/$442.8M)

NIKE, Inc.

NKE|654106103

Shares:7.0K

Value:$401.1K

% of Portfolio:0.1% ($401.1K/$442.8M)

922042775

VEU|922042775

Shares:6.3K

Value:$399.7K

% of Portfolio:0.1% ($399.7K/$442.8M)

45783Y731

Shares:12.3K

Value:$398.5K

% of Portfolio:0.1% ($398.5K/$442.8M)

46137V241

Shares:5.6K

Value:$375.3K

% of Portfolio:0.1% ($375.3K/$442.8M)

SOUTHERN CO

SO|842587107

Shares:4.1K

Value:$372.1K

% of Portfolio:0.1% ($372.1K/$442.8M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:5.7K

Value:$371.7K

% of Portfolio:0.1% ($371.7K/$442.8M)

Salesforce, Inc.

CRM|79466L302

Shares:1.4K

Value:$370.2K

% of Portfolio:0.1% ($370.2K/$442.8M)

464287804

IJR|464287804

Shares:3.6K

Value:$370.0K

% of Portfolio:0.1% ($370.0K/$442.8M)

464287234

EEM|464287234

Shares:8.2K

Value:$368.2K

% of Portfolio:0.1% ($368.2K/$442.8M)

45782C839

Shares:11.0K

Value:$366.5K

% of Portfolio:0.1% ($366.5K/$442.8M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.7K

Value:$365.5K

% of Portfolio:0.1% ($365.5K/$442.8M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:687

Value:$364.8K

% of Portfolio:0.1% ($364.8K/$442.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip577125818)✕	14.4K	QoQ 0.00% (+0) YoY +0.25% (+36)	All Managers (Combined)	$438.0K	0.1% ($438.0K/$442.8M)	QoQ +2.72% (+$11.6K) YoY +3.29% (+$14.0K)
NEW JERSEY RESOURCES CORP(NJRcusip646025106)	8.9K	QoQ +5.06% (+428) YoY +50.58% (+3.0K)	All Managers (Combined)	$432.8K	0.1% ($432.8K/$442.8M)	QoQ +9.00% (+$35.8K) YoY +71.04% (+$179.8K)
AMGEN INC(AMGNcusip031162100)	1.6K	QoQ +4.74% (-72) YoY +9.81% (+142)	All Managers (Combined)	$429.7K	0.1% ($429.7K/$442.8M)	QoQ -7.97% (-$37.2K) YoY +4.45% (+$18.3K)
(IJTcusip464287887)	3.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$426.4K	0.1% ($426.4K/$442.8M)	QoQ -13.02% (-$63.9K) YoY -5.33% (-$24.1K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	2.4K	QoQ +1.37% (+33) YoY +28.14% (+533)	All Managers (Combined)	$425.2K	0.1% ($425.2K/$442.8M)	QoQ +10.51% (+$40.5K) YoY +63.34% (+$164.9K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.9K	QoQ 0.00% (+0) YoY +8.41% (+300)	All Managers (Combined)	$415.5K	0.1% ($415.5K/$442.8M)	QoQ +8.09% (+$31.1K) YoY +35.27% (+$108.4K)
UNILEVER PLC(ULcusip904767704)	6.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$414.7K	0.1% ($414.7K/$442.8M)	QoQ +9.69% (+$36.7K) YoY +27.31% (+$89.0K)
DANAHER CORP /DE/(DHRcusip235851102)	2.1K	QoQ +0.99% (-21) YoY -45.86% (-1.8K)	All Managers (Combined)	$405.2K	0.1% ($405.2K/$442.8M)	QoQ -9.51% (-$42.6K) YoY -58.79% (-$578.2K)
NIKE, Inc.(NKEcusip654106103)	7.0K	QoQ +0.05% (-4) YoY -0.35% (-25)	All Managers (Combined)	$401.1K	0.1% ($401.1K/$442.8M)	QoQ -23.46% (-$123.0K) YoY -39.52% (-$262.1K)
(VEUcusip922042775)	6.3K	QoQ +0.14% (+9) YoY +2.31% (+142)	All Managers (Combined)	$399.7K	0.1% ($399.7K/$442.8M)	QoQ +6.35% (+$23.9K) YoY +10.93% (+$39.4K)
(cusip45783Y731)✕	12.3K	QoQ -5.15% (-670) YoY +3.78% (+449)	All Managers (Combined)	$398.5K	0.1% ($398.5K/$442.8M)	QoQ -9.99% (-$44.2K) YoY +10.95% (+$39.3K)
(cusip46137V241)✕	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$375.3K	0.1% ($375.3K/$442.8M)	QoQ NEW(+$375.3K) YoY NEW(+$375.3K)
SOUTHERN CO(SOcusip842587107)	4.1K	QoQ 0.00% (+0) YoY -12.44% (-580)	All Managers (Combined)	$372.1K	0.1% ($372.1K/$442.8M)	QoQ +8.76% (+$30.0K) YoY +11.32% (-$37.9K)
DuPont de Nemours, Inc.(DDcusip26614N102)	5.7K	QoQ -0.06% (-4) YoY +0.24% (-14)	All Managers (Combined)	$371.7K	0.1% ($371.7K/$442.8M)	QoQ -15.71% (-$69.3K) YoY -14.96% (-$65.4K)
Salesforce, Inc.(CRMcusip79466L302)	1.4K	QoQ +14.45% (-171) YoY +10.26% (+126)	All Managers (Combined)	$370.2K	0.1% ($370.2K/$442.8M)	QoQ -10.06% (-$41.4K) YoY +0.09% (+$366)
(IJRcusip464287804)	3.6K	QoQ -40.46% (-2.5K) YoY NEW(+3.6K)	All Managers (Combined)	$370.0K	0.1% ($370.0K/$442.8M)	QoQ -49.24% (-$359.0K) YoY NEW(+$370.0K)
(EEMcusip464287234)	8.2K	QoQ 0.00% (+0) YoY -3.61% (-306)	All Managers (Combined)	$368.2K	0.1% ($368.2K/$442.8M)	QoQ +4.87% (+$17.1K) YoY +5.95% (-$20.7K)
(cusip45782C839)✕	11.0K	QoQ 0.00% (-0) YoY -20.48% (-2.8K)	All Managers (Combined)	$366.5K	0.1% ($366.5K/$442.8M)	QoQ -4.91% (-$19.0K) YoY -16.56% (-$72.8K)
UNION PACIFIC CORP(UNPcusip907818108)	1.7K	QoQ +0.88% (-15) YoY -5.30% (-96)	All Managers (Combined)	$365.5K	0.1% ($365.5K/$442.8M)	QoQ -12.02% (-$50.0K) YoY -17.92% (-$79.8K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	687	QoQ +4.56% (-30) YoY +4.56% (-30)	All Managers (Combined)	$364.8K	0.1% ($364.8K/$442.8M)	QoQ -6.36% (-$24.8K) YoY -0.19% (-$710)