Bedel Financial Consulting, Inc. Purchases in Q4 2024

Bedel Financial Consulting, Inc.

  • $690 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
419
+ 18.36%
N/A
2.7K $491K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.02%
$280.08 - $307.97 $280 - $308
4.65K $1.36M
PFE
Pfizer Inc

Healthcare
5.33K
+ 18.07%
$24.8 - $30.19 $132K - $161K
34.8K $923K
RSP
Invesco S&P 500 Equal Weight E

ETFs
414
+ 23.35%
$174.22 - $187.62 $72.1K - $77.7K
2.19K $383K
MS
Morgan Stanley

Financial Services
1
+ 0.03%
$104.42 - $134.99 $104 - $135
3.06K $384K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
909
+ 2.74%
$61.68 - $67.87 $56.1K - $61.7K
34.1K $2.13M
OKE
Oneok Inc

Energy
5
+ 0.11%
$92.28 - $117.05 $461 - $585
4.37K $438K
QUAL
Ishares Msci Usa Quality Facto

ETFs
350
+ 1.82%
$176.42 - $186.91 $61.7K - $65.4K
19.5K $3.48M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.83K
+ 12.87%
$75.1 - $82.99 $212K - $234K
24.8K $1.87M
BMY
Bristol Myers Squibb CO

Healthcare
175
+ 3.17%
$51.92 - $59.94 $9.09K - $10.5K
5.69K $321K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 207.29%
$22.4 - $68.28 $457K - $1.39M
30.2K $700K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.38K
+ 2.59%
$77.86 - $79.27 $107K - $109K
54.6K $4.26M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
370
+ 6.44%
$113.92 - $127.38 $42.2K - $47.1K
6.11K $704K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.12%
$571.78 - $647.97 $572 - $648
828 $514K
DFAT
Dimensional ETF Tr U S Target

ETFs
472
+ 1.69%
$54.54 - $61.04 $25.7K - $28.8K
28.4K $1.58M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
56
+ 2.21%
$278.19 - $315.36 $15.6K - $17.7K
2.6K $746K
KR
Kroger CO

Consumer Defensive
3
+ 0.05%
$55.21 - $63.3 $166 - $190
6.49K $396K
VNLA
Janus Henderson Short Duration

ETFs
568
+ 1.16%
$48.82 - $49.11 $27.7K - $27.9K
49.6K $2.43M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
23.8K
+ 200.23%
$22.01 - $66.82 $523K - $1.59M
35.6K $809K
TMUS
T Mobile Us, Inc.

Communication Services
2
+ 0.17%
$206.1 - $246.94 $412 - $494
1.2K $264K
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.76%
$481.22 - $538.17 $1.92K - $2.15K
529 $270K
ABT
Abbott Laboratories

Healthcare
128
+ 6.35%
$111.93 - $119.39 $14.3K - $15.3K
2.15K $242K
COP
Conocophillips

Energy
318
+ 9.86%
$95.12 - $114.72 $30.2K - $36.5K
3.54K $351K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
619
+ 2.14%
$44.33 - $49.55 $27.4K - $30.7K
29.5K $1.33M
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.06%
$112.15 - $127.2 $224 - $254
3.1K $374K
IBHE
Ishares Ibonds 2025 Term High

ETFs
431
+ 4.92%
$23.08 - $23.28 $9.95K - $10K
9.2K $213K
ETN
Eaton Corp PLC

Industrials
26
+ 1.8%
$326.96 - $377.52 $8.5K - $9.82K
1.47K $487K
IWS
Ishares Russell Midcap Value E

ETFs
289
+ 2.73%
$128.08 - $140.32 $37K - $40.6K
10.9K $1.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
40
+ 0.23%
$63.58 - $71.15 $2.54K - $2.85K
17.3K $1.12M
ALL
Allstate Corp

Financial Services
1
+ 0.07%
$181.25 - $208.2 $181 - $208
1.36K $262K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.31K
+ 100.26%
$25.33 - $51.16 $185K - $374K
14.6K $377K
Fidelity Wise Origin Bitcoin
4.61K
+ 48.07%
N/A
14.2K $0
J P Morgan Exchange Traded F
3.34K
+ 21.62%
N/A
18.8K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
5.4K
+ 118.49%
N/A
9.95K $0
Blackrock Inc
206
New
N/A
206 $0
NJR
New Jersey Resources Corp

Utilities
47
+ 0.56%
$45.17 - $51.61 $2.12K - $2.43K
8.45K $394K
PRU
Prudential Financial Inc

Financial Services
2
+ 0.1%
$114.59 - $129.52 $229 - $259
1.91K $226K
DGRO
Ishares Core Dividend Growth E

ETFs
52
+ 0.95%
$60.73 - $64.94 $3.16K - $3.38K
5.52K $338K
CTVA
Corteva, Inc.

Basic Materials
31
+ 0.82%
$55.21 - $64.13 $1.71K - $1.99K
3.79K $216K
VBR
Vanguard Small Cap Value ETF

ETFs
18
+ 0.57%
$197.36 - $217.3 $3.55K - $3.91K
3.16K $626K
TIP
Ishares Tr Tips Bd ETF

ETFs
12
+ 0.55%
$106.33 - $110.69 $1.28K - $1.33K
2.2K $233K
IWD
Ishares Russell 1000 Val ETF

ETFs
57
+ 1.31%
$183.23 - $199.79 $10.4K - $11.4K
4.4K $815K
VCIT
Vanguard Intermediate Term Cor

ETFs
63
+ 1.46%
$80.13 - $83.77 $5.05K - $5.28K
4.38K $351K
IWN
Ishares Russell2000 Val ETF

ETFs
7
+ 0.16%
$162.69 - $181.35 $1.14K - $1.27K
4.36K $715K
DISV
Dimensional ETF Tr Dimensional

ETFs
1.12K
+ 6.7%
$26.18 - $28.77 $29.3K - $32.2K
17.8K $472K
TGT
Target Corp

Consumer Defensive
157
+ 9.62%
$121.59 - $160.69 $19.1K - $25.2K
1.79K $241K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
36
+ 1.89%
$114.08 - $125.68 $4.11K - $4.52K
1.94K $222K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4
+ 0.04%
$69.58 - $74.87 $278 - $299
10.7K $747K
GE
General Electric CO

Industrials
60
+ 4.18%
$159.95 - $194.23 $9.6K - $11.7K
1.49K $249K
Activity Summary
Buys All Purchases 134 New Holdings 16 Increased Positions 118 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 1
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