Bedel Financial Consulting, Inc. Incresed Positions in Q3 2024

Bedel Financial Consulting, Inc.

  • $716 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
69K
+ 5.97%
$28.69 - $32.06 $1.98M - $2.21M
1.22M $38.9M
IJUL
Innovator Etfs Tr

ETFs
70.1K
+ 533.59%
$27.47 - $29.55 $1.93M - $2.07M
83.3K $2.45M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.32K
+ 7.91%
$517.38 - $573.86 $681K - $755K
18K $10.3M
DFAE
Dimensional ETF Tr

ETFs
5.01K
+ 0.92%
$24.46 - $27.82 $123K - $139K
551K $15.1M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
5.53K
+ 6.72%
$65.15 - $72.97 $360K - $404K
87.8K $6.41M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.65K
+ 0.59%
$49.93 - $51.15 $182K - $187K
622K $31.8M
IMCV
Ishares Morningstar Mid Cap Va

ETFs
4.19K
+ 6.66%
$69.7 - $76.81 $292K - $322K
67.1K $5.14M
IVV
Ishares Core S&P 500 ETF

ETFs
459
+ 3.89%
$520.18 - $576.82 $239K - $265K
12.3K $7.07M
ORCL
Oracle Corp

Technology
1.01K
+ 6.9%
$125.9 - $170.35 $127K - $171K
15.6K $2.66M
FYC
First Trust Small Cap Growth A

ETFs
2.14K
+ 4.37%
$65.44 - $74.98 $140K - $160K
51K $3.79M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
4.89K
+ 18.33%
$68.79 - $76.02 $337K - $372K
31.6K $2.4M
FLV
American Centy ETF Tr Focused

ETFs
1.13K
+ 1.87%
$62.57 - $69.96 $70.5K - $78.8K
61.4K $4.3M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.67K
+ 5.34%
$31.39 - $35.47 $178K - $201K
112K $3.94M
PJUL
Innovator U.S. Equity Power Bu

ETFs
10.9K
+ 56.33%
$37.89 - $40.48 $414K - $442K
30.3K $1.23M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.33K
+ 1.67%
$39.37 - $41.68 $131K - $139K
203K $8.39M
WMT
Walmart Inc.

Consumer Defensive
969
+ 3.75%
$66.91 - $81.4 $64.8K - $78.9K
26.8K $2.17M
MCD
Mcdonalds Corp

Consumer Cyclical
450
+ 8.48%
$245.82 - $304.51 $111K - $137K
5.76K $1.75M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
3.34K
+ 5.6%
$53.41 - $57.9 $179K - $194K
63.1K $3.65M
HD
Home Depot, Inc.

Consumer Cyclical
172
+ 3.29%
$333.64 - $405.2 $57.4K - $69.7K
5.4K $2.19M
LOW
Lowes Companies Inc

Consumer Cyclical
410
+ 7.98%
$213.3 - $270.78 $87.5K - $111K
5.55K $1.5M
IWM
Ishares Russell 2000 ETF

ETFs
549
+ 4.7%
$200.87 - $224.6 $110K - $123K
12.2K $2.7M
ABBV
Abb Vie Inc.

Healthcare
35
+ 0.29%
$163.84 - $199.33 $5.73K - $6.98K
12.3K $2.43M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
3.7K
+ 7.6%
$42.22 - $48.62 $156K - $180K
52.4K $2.44M
VTI
Vanguard Total Stock Market Et

ETFs
444
+ 3.89%
$255.18 - $283.2 $113K - $126K
11.9K $3.36M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.05K
+ 4.0%
$76.94 - $79.54 $158K - $163K
53.2K $4.23M
IWR
Ishares Russell Mid Cap ETF

ETFs
386
+ 1.34%
$79.92 - $88.19 $30.8K - $34K
29.2K $2.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.85K
+ 5.91%
$57.32 - $62.65 $106K - $116K
33.2K $2.07M
PG
Procter & Gamble CO

Consumer Defensive
692
+ 6.03%
$160.76 - $177.82 $111K - $123K
12.2K $2.11M
NEE
Nextera Energy Inc

Utilities
741
+ 6.75%
$69.9 - $84.97 $51.8K - $63K
11.7K $990K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.74K
+ 6.4%
$50.99 - $57.81 $88.7K - $101K
28.9K $1.65M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.09K
+ 5.21%
$75.32 - $84.37 $81.9K - $91.8K
22K $1.84M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.93K
+ 38.04%
$77.02 - $85.06 $149K - $165K
7.02K $593K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.53K
+ 5.8%
$51.0 - $57.07 $78K - $87.3K
27.9K $1.55M
GLD
Spdr Gold Trust

ETFs
322
+ 9.5%
$215.56 - $246.98 $69.4K - $79.5K
3.71K $902K
AXP
American Express CO

Financial Services
5
+ 0.12%
$225.92 - $271.17 $1.13K - $1.36K
4.34K $1.18M
DFIV
Dimensional ETF Tr

ETFs
11
+ 0.01%
$34.66 - $38.38 $381 - $422
79.9K $3.04M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.3K
+ 4.69%
$41.02 - $46.01 $53.1K - $59.6K
28.9K $1.31M
VNQ
Vanguard Specialized Funds Van

ETFs
293
+ 3.3%
$82.97 - $98.97 $24.3K - $29K
9.17K $893K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
321
+ 1.41%
$80.24 - $91.14 $25.8K - $29.3K
23.1K $2.11M
RTX
Raytheon Technologies Corp

Industrials
306
+ 5.88%
$99.55 - $123.34 $30.5K - $37.7K
5.51K $667K
IWS
Ishares Russell Midcap Value E

ETFs
167
+ 1.6%
$119.52 - $132.25 $20K - $22.1K
10.6K $1.4M
V
Visa Inc.

Financial Services
401
+ 15.69%
$253.74 - $291.56 $102K - $117K
2.96K $812K
DVY
Ishares Tr

ETFs
597
+ 14.03%
$119.99 - $135.74 $71.6K - $81K
4.85K $655K
GSPY
Tidal ETF Tr Gotham Enhanced 5

ETFs
1.01K
+ 1.81%
$28.35 - $31.57 $28.7K - $31.9K
56.8K $1.79M
PM
Philip Morris International Inc.

Consumer Defensive
200
+ 3.65%
$101.25 - $127.45 $20.3K - $25.5K
5.68K $689K
MO
Altria Group, Inc.

Consumer Defensive
1.51K
+ 16.1%
$45.95 - $54.71 $69.4K - $82.7K
10.9K $556K
PEP
Pepsico Inc

Consumer Defensive
385
+ 3.18%
$161.9 - $179.3 $62.3K - $69K
12.5K $2.12M
ICE
Intercontinental Exchange, Inc.

Financial Services
500
+ 26.4%
$136.93 - $162.81 $68.5K - $81.4K
2.39K $384K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
481
+ 2.39%
$58.03 - $65.37 $27.9K - $31.4K
20.6K $1.34M
Activity Summary
Buys All Purchases 140 New Holdings 12 Increased Positions 128 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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