Bedel Financial Consulting, Inc. Incresed Positions in Q3 2025

Bedel Financial Consulting, Inc.

  • $785 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
33.6K
+ 2.39%
$34.05 - $36.55 $1.14M - $1.23M
1.44M $52.3M
DFAE
Dimensional ETF Tr

ETFs
50.2K
+ 8.59%
$28.84 - $31.84 $1.45M - $1.6M
634K $20M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15K
+ 2.33%
$48.5 - $50.19 $730K - $755K
661K $33.1M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.48K
+ 3.04%
$40.2 - $44.58 $341K - $378K
287K $12.6M
ORCL
Oracle Corp

Technology
474
+ 3.06%
$218.96 - $328.33 $104K - $156K
16K $4.49M
FYC
First Trust Small Cap Growth A

ETFs
2.5K
+ 3.52%
$77.98 - $92.23 $195K - $231K
73.6K $6.68M
NVDA
Nvidia Corp

Technology
1.86K
+ 8.03%
$153.3 - $186.58 $285K - $347K
25K $4.67M
MSFT
Microsoft Corp

Technology
480
+ 1.43%
$491.09 - $535.64 $236K - $257K
33.9K $17.6M
JPM
Jpmorgan Chase & CO

Financial Services
399
+ 1.29%
$282.78 - $316.06 $113K - $126K
31.4K $9.9M
IVV
Ishares Core S&P 500 ETF

ETFs
483
+ 4.43%
$620.67 - $670.08 $300K - $324K
11.4K $7.63M
DFAT
Dimensional ETF Tr U S Target

ETFs
10.2K
+ 20.26%
$53.36 - $59.69 $543K - $608K
60.4K $3.52M
FLV
American Centy ETF Tr Focused

ETFs
6.66K
+ 9.15%
$70.26 - $74.84 $468K - $498K
79.5K $5.86M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
4.02K
+ 2.66%
$79.89 - $83.25 $321K - $334K
155K $12.8M
ABBV
Abb Vie Inc.

Healthcare
30
+ 0.24%
$184.85 - $231.54 $5.55K - $6.95K
12.6K $2.92M
PLTR
Palantir Technologies Inc.

Technology
1.12K
+ 14.45%
$130.68 - $186.97 $147K - $210K
8.9K $1.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
419
+ 2.27%
$459.11 - $506.91 $192K - $212K
18.9K $9.49M
JNJ
Johnson & Johnson

Healthcare
334
+ 2.41%
$155.17 - $185.42 $51.8K - $61.9K
14.2K $2.64M
TSLA
Tesla, Inc.

Consumer Cyclical
4
+ 0.11%
$293.94 - $444.72 $1.18K - $1.78K
3.6K $1.6M
GLD
Spdr Gold Trust

ETFs
501
+ 10.31%
$300.96 - $355.47 $151K - $178K
5.36K $1.91M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.79K
+ 5.87%
$79.58 - $83.45 $222K - $233K
50.3K $4.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
281
+ 7.25%
$567.77 - $614.76 $160K - $173K
4.16K $2.55M
DFIV
Dimensional ETF Tr

ETFs
977
+ 1.14%
$42.66 - $46.53 $41.7K - $45.5K
86.4K $3.99M
IWM
Ishares Russell 2000 ETF

ETFs
2
+ 0.02%
$214.92 - $244.84 $430 - $490
12K $2.91M
EFG
Msci Eafe Growth ETF

ETFs
706
+ 0.58%
$106.99 - $114.46 $75.5K - $80.8K
122K $13.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.48K
+ 4.21%
$92.26 - $97.51 $137K - $145K
36.7K $3.54M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
225
+ 1.55%
$89.32 - $107.82 $20.1K - $24.3K
14.8K $1.59M
SPG
Simon Property Group Inc

Real Estate
275
+ 3.64%
$159.93 - $187.67 $44K - $51.6K
7.83K $1.47M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.5K
+ 6.03%
$87.29 - $93.61 $131K - $141K
26.4K $2.47M
RTX
Raytheon Technologies Corp

Industrials
682
+ 12.36%
$144.19 - $167.33 $98.3K - $114K
6.2K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 0.61%
$357.4 - $423.42 $12.2K - $14.4K
5.57K $2.26M
AVGO
Broadcom Inc.

Technology
118
+ 3.57%
$264.74 - $369.57 $31.2K - $43.6K
3.43K $1.13M
LOW
Lowes Companies Inc

Consumer Cyclical
212
+ 3.82%
$215.01 - $273.02 $45.6K - $57.9K
5.76K $1.45M
AMAT
Applied Materials Inc

Technology
39
+ 0.42%
$156.25 - $204.95 $6.09K - $7.99K
9.32K $1.91M
XOM
Exxon Mobil Corp

Energy
800
+ 3.71%
$105.83 - $117.22 $84.7K - $93.8K
22.4K $2.52M
CAT
Caterpillar Inc

Industrials
26
+ 1.35%
$390.92 - $477.15 $10.2K - $12.4K
1.95K $929K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
251
+ 12.14%
$224.68 - $282.71 $56.4K - $71K
2.32K $647K
GD
General Dynamics Corp

Industrials
176
+ 8.01%
$293.92 - $341.0 $51.7K - $60K
2.37K $808K
WMT
Walmart Inc.

Consumer Defensive
216
+ 0.84%
$94.4 - $104.27 $20.4K - $22.5K
26.1K $2.69M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
547
+ 1.56%
$42.26 - $47.16 $23.1K - $25.8K
35.7K $1.65M
CVX
Chevron Corp

Energy
322
+ 3.78%
$145.57 - $161.83 $46.9K - $52.1K
8.84K $1.37M
TCHP
T Rowe Price Exchange Traded F

Technology
740
+ 2.36%
$44.9 - $49.35 $33.2K - $36.5K
32K $1.57M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
5.89K
+ 18.64%
$23.09 - $23.43 $136K - $138K
37.5K $876K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
108
+ 0.44%
$107.5 - $115.86 $11.6K - $12.5K
24.6K $2.81M
PEP
Pepsico Inc

Consumer Defensive
239
+ 1.95%
$133.81 - $152.16 $32K - $36.4K
12.5K $1.75M
VGT
Vanguard Information Technolog

ETFs
79
+ 8.83%
$656.44 - $753.15 $51.9K - $59.5K
974 $727K
MCD
Mcdonalds Corp

Consumer Cyclical
152
+ 2.28%
$291.67 - $316.99 $44.3K - $48.2K
6.82K $2.07M
AMD
Advanced Micro Devices Inc

Technology
239
+ 8.09%
$134.8 - $184.42 $32.2K - $44.1K
3.19K $516K
IWD
Ishares Russell 1000 Val ETF

ETFs
246
+ 5.46%
$192.76 - $203.86 $47.4K - $50.1K
4.75K $966K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
632
+ 5.29%
$49.43 - $54.52 $31.2K - $34.5K
12.6K $681K
Activity Summary
Buys All Purchases 158 New Holdings 18 Increased Positions 140 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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