Bedel Financial Consulting Inc 13F annual report
Bedel Financial Consulting Inc is an investment fund managing more than $494 billion ran by Lonny Elfenbein. There are currently 166 companies in Mrs. Elfenbein’s portfolio. The largest investments include Eli Lilly & Co and Vanguard Mun Bd Fds, together worth $203 billion.
Limited to 30 biggest holdings
$494 billion Assets Under Management (AUM)
As of 25th October 2023, Bedel Financial Consulting Inc’s top holding is 325,541 shares of Eli Lilly & Co currently worth over $175 billion and making up 35.4% of the portfolio value.
In addition, the fund holds 594,192 shares of Vanguard Mun Bd Fds worth $28.6 billion.
The third-largest holding is Dimensional Etf Trust worth $42.9 billion and the next is Apple Inc worth $14.2 billion, with 82,919 shares owned.
Currently, Bedel Financial Consulting Inc's portfolio is worth at least $494 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Bedel Financial Consulting Inc
The Bedel Financial Consulting Inc office and employees reside in Indianapolis, Indiana. According to the last 13-F report filed with the SEC, Lonny Elfenbein serves as the Chief Compliance Officer at Bedel Financial Consulting Inc.
Recent trades
In the most recent 13F filing, Bedel Financial Consulting Inc revealed that it had opened a new position in Eli Lilly & Co and bought 325,541 shares worth $175 billion.
One of the average hedge funds
The two most similar investment funds to Bedel Financial Consulting Inc are Iridian Asset Management ct and Strategic Advisors. They manage $494 billion and $494 billion respectively.
Lonny Elfenbein investment strategy
Bedel Financial Consulting Inc’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 4.5% of
the total portfolio value.
The fund focuses on investments in the United States as
50.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
46% of the total holdings value.
On the other hand, small-cap stocks make up only 4.2% of the portfolio.
The average market cap of the portfolio companies is close to $187 billion.
The complete list of Bedel Financial Consulting Inc trades based on 13F SEC filings
These positions were updated on November 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Eli Lilly & Co |
Opened
325,541
|
$174,857,849,000 | 35.40% |
| Vanguard Mun Bd Fds |
Opened
594,192
|
$28,580,635,000 | 5.79% |
| Dimensional Etf Trust |
Opened
1,670,664
|
$42,899,048,000 | 8.69% |
| Apple Inc |
Opened
82,919
|
$14,196,481,000 | 2.87% |
| Microsoft Corporation |
Opened
36,113
|
$11,402,715,000 | 2.31% |
| Ishares Tr |
Opened
568,164
|
$44,690,754,000 | 9.05% |
| Ssga Active Etf Tr |
Opened
244,925
|
$9,466,336,000 | 1.92% |
| Innovator Etfs Tr |
Opened
625,387
|
$19,513,531,000 | 3.95% |
| Spdr S&p 500 Etf Tr |
Opened
15,607
|
$6,671,610,000 | 1.35% |
| Berkshire Hathaway Inc. |
Opened
18,741
|
$6,565,013,000 | 1.33% |
| Capital Group Growth Etf |
Opened
263,099
|
$6,445,923,000 | 1.31% |
| Global X Fds |
Opened
251,501
|
$5,774,460,000 | 1.17% |
| JPMorgan Chase & Co. |
Opened
32,088
|
$4,653,435,000 | 0.94% |
| Vanguard Scottsdale Fds |
Opened
54,000
|
$4,061,543,000 | 0.82% |
| American Centy Etf Tr |
Opened
83,764
|
$4,985,952,000 | 1.01% |
| Exxon Mobil Corp. |
Opened
24,391
|
$2,867,897,000 | 0.58% |
| First Tr Exchange-traded Alp |
Opened
45,304
|
$2,553,333,000 | 0.52% |
| Alphabet Inc |
Opened
33,995
|
$4,463,495,000 | 0.90% |
| Johnson & Johnson |
Opened
14,946
|
$2,327,853,000 | 0.47% |
| Janus Detroit Str Tr |
Opened
45,652
|
$2,189,937,000 | 0.44% |
| Pepsico Inc |
Opened
12,790
|
$2,167,153,000 | 0.44% |
| Pacer Fds Tr |
Opened
84,813
|
$3,862,417,000 | 0.78% |
| Vanguard Index Fds |
Opened
35,958
|
$6,606,779,000 | 1.34% |
| Abbvie Inc |
Opened
12,629
|
$1,882,440,000 | 0.38% |
| Procter And Gamble Co |
Opened
12,545
|
$1,829,764,000 | 0.37% |
| Cisco Sys Inc |
Opened
32,208
|
$1,731,486,000 | 0.35% |
| Cummins Inc. |
Opened
7,157
|
$1,634,997,000 | 0.33% |
| Amazon.com Inc. |
Opened
12,758
|
$1,621,749,000 | 0.33% |
| Home Depot, Inc. |
Opened
5,260
|
$1,589,406,000 | 0.32% |
| First Tr Mid Cap Core Alphad |
Opened
16,900
|
$1,556,490,000 | 0.32% |
| Oracle Corp. |
Opened
14,478
|
$1,533,531,000 | 0.31% |
| Walmart Inc |
Opened
9,109
|
$1,456,743,000 | 0.29% |
| Disney Walt Co |
Opened
17,666
|
$1,431,811,000 | 0.29% |
| Coca-Cola Co |
Opened
24,672
|
$1,381,164,000 | 0.28% |
| Chevron Corp. |
Opened
8,136
|
$1,371,913,000 | 0.28% |
| Mcdonalds Corp |
Opened
5,198
|
$1,369,400,000 | 0.28% |
| Pimco Etf Tr |
Opened
42,466
|
$2,919,214,000 | 0.59% |
| Applied Matls Inc |
Opened
9,646
|
$1,335,497,000 | 0.27% |
| Automatic Data Processing In |
Opened
5,212
|
$1,253,971,000 | 0.25% |
| Honeywell International Inc |
Opened
6,755
|
$1,247,879,000 | 0.25% |
| Intel Corp. |
Opened
33,712
|
$1,198,457,000 | 0.24% |
| Lowes Cos Inc |
Opened
5,335
|
$1,108,773,000 | 0.22% |
| Intuitive Surgical Inc |
Opened
3,481
|
$1,017,461,000 | 0.21% |
| Tesla Inc |
Opened
3,965
|
$992,197,000 | 0.20% |
| Pfizer Inc. |
Opened
29,475
|
$977,693,000 | 0.20% |
| Danaher Corp. |
Opened
3,938
|
$977,083,000 | 0.20% |
| Illinois Tool Wks Inc |
Opened
4,172
|
$960,834,000 | 0.19% |
| NVIDIA Corp |
Opened
2,043
|
$888,656,000 | 0.18% |
| Oreilly Automotive Inc |
Opened
970
|
$881,594,000 | 0.18% |
| Simon Ppty Group Inc New |
Opened
8,036
|
$868,147,000 | 0.18% |
| Meta Platforms Inc |
Opened
2,860
|
$858,601,000 | 0.17% |
| Vanguard Star Fds |
Opened
15,080
|
$807,068,000 | 0.16% |
| First Tr Exchange-traded Fd |
Opened
4,875
|
$778,099,000 | 0.16% |
| Spdr Ser Tr |
Opened
19,891
|
$733,978,000 | 0.15% |
| Adobe Inc |
Opened
1,412
|
$719,724,000 | 0.15% |
| American Express Co. |
Opened
4,775
|
$712,323,000 | 0.14% |
| Boston Scientific Corp. |
Opened
13,053
|
$689,198,000 | 0.14% |
| Huntington Bancshares, Inc. |
Opened
65,787
|
$684,187,000 | 0.14% |
| Nike, Inc. |
Opened
7,134
|
$682,168,000 | 0.14% |
| Kimberly-Clark Corp. |
Opened
5,554
|
$671,201,000 | 0.14% |
| Invesco Exch Traded Fd Tr Ii |
Opened
11,397
|
$670,043,000 | 0.14% |
| Tidal Etf Tr |
Opened
28,021
|
$663,974,000 | 0.13% |
| NextEra Energy Inc |
Opened
11,416
|
$654,037,000 | 0.13% |
| T Rowe Price Etf Inc |
Opened
23,469
|
$637,418,000 | 0.13% |
| ExlService Holdings Inc |
Opened
22,660
|
$635,386,000 | 0.13% |
| Merck & Co Inc |
Opened
6,159
|
$634,041,000 | 0.13% |
| Schwab Strategic Tr |
Opened
35,715
|
$1,837,432,000 | 0.37% |
| Visa Inc |
Opened
2,549
|
$586,380,000 | 0.12% |
| Costco Whsl Corp New |
Opened
1,037
|
$585,623,000 | 0.12% |
| Starbucks Corp. |
Opened
6,291
|
$574,167,000 | 0.12% |
| Spdr Gold Tr |
Opened
3,291
|
$564,242,000 | 0.11% |
| Cintas Corporation |
Opened
1,155
|
$555,567,000 | 0.11% |
| CSX Corp. |
Opened
17,730
|
$545,198,000 | 0.11% |
| First Finl Bancorp Oh |
Opened
27,412
|
$537,275,000 | 0.11% |
| Elevance Health Inc |
Opened
1,227
|
$534,260,000 | 0.11% |
| Caterpillar Inc. |
Opened
1,887
|
$515,283,000 | 0.10% |
| Vanguard Charlotte Fds |
Opened
10,636
|
$508,720,000 | 0.10% |
| General Dynamics Corp. |
Opened
2,302
|
$508,563,000 | 0.10% |
| Unitedhealth Group Inc |
Opened
1,000
|
$504,190,000 | 0.10% |
| Philip Morris International Inc |
Opened
5,429
|
$502,617,000 | 0.10% |
| International Business Machs |
Opened
3,499
|
$490,844,000 | 0.10% |
| Vanguard Intl Equity Index F |
Opened
18,494
|
$802,916,000 | 0.16% |
| Ball Corp. |
Opened
9,600
|
$477,888,000 | 0.10% |
| Stryker Corp. |
Opened
1,733
|
$473,697,000 | 0.10% |
| Conocophillips |
Opened
3,824
|
$458,115,000 | 0.09% |
| Novartis AG |
Opened
4,445
|
$452,800,000 | 0.09% |
| DuPont de Nemours Inc |
Opened
5,962
|
$444,736,000 | 0.09% |
| Duke Energy Corp. |
Opened
4,801
|
$423,742,000 | 0.09% |
| Invesco Exchange Traded Fd T |
Opened
10,577
|
$660,520,000 | 0.13% |
| Mastercard Incorporated |
Opened
1,024
|
$405,222,000 | 0.08% |
| Wells Fargo Co New |
Opened
9,794
|
$400,195,000 | 0.08% |
| Altria Group Inc. |
Opened
9,420
|
$396,113,000 | 0.08% |
| Vanguard Bd Index Fds |
Opened
8,495
|
$599,988,000 | 0.12% |
| Matthews Asia Fds |
Opened
14,945
|
$392,904,000 | 0.08% |
| AMGEN Inc. |
Opened
1,447
|
$388,896,000 | 0.08% |
| 3M Co. |
Opened
4,151
|
$388,660,000 | 0.08% |
| Bank America Corp |
Opened
13,962
|
$382,293,000 | 0.08% |
| Accenture Plc Ireland |
Opened
1,244
|
$382,045,000 | 0.08% |
| Us Bancorp Del |
Opened
11,418
|
$377,470,000 | 0.08% |
| Union Pac Corp |
Opened
1,810
|
$368,509,000 | 0.07% |
| Qualcomm, Inc. |
Opened
3,313
|
$367,915,000 | 0.07% |
| Vanguard Specialized Funds |
Opened
2,302
|
$357,745,000 | 0.07% |
| Bristol-Myers Squibb Co. |
Opened
5,862
|
$340,237,000 | 0.07% |
| Vanguard World Fds |
Opened
817
|
$338,973,000 | 0.07% |
| Select Sector Spdr Tr |
Opened
10,067
|
$333,928,000 | 0.07% |
| Fedex Corp |
Opened
1,258
|
$333,396,000 | 0.07% |
| RTX Corp |
Opened
4,539
|
$326,672,000 | 0.07% |
| Unilever plc |
Opened
6,490
|
$320,606,000 | 0.06% |
| Cooper Cos Inc |
Opened
1,000
|
$318,010,000 | 0.06% |
| Resmed Inc. |
Opened
2,100
|
$310,527,000 | 0.06% |
| Dow Inc |
Opened
6,012
|
$309,989,000 | 0.06% |
| Clorox Co. |
Opened
2,357
|
$308,851,000 | 0.06% |
| Custom Truck One Source Inc |
Opened
49,552
|
$307,222,000 | 0.06% |
| Lakeland Finl Corp |
Opened
6,450
|
$306,117,000 | 0.06% |
| Mondelez International Inc. |
Opened
4,371
|
$303,346,000 | 0.06% |
| Spdr S&p Midcap 400 Etf Tr |
Opened
657
|
$300,012,000 | 0.06% |
| Lyondellbasell Industries N |
Opened
3,157
|
$298,958,000 | 0.06% |
| Eaton Corp Plc |
Opened
1,389
|
$296,246,000 | 0.06% |
| The Southern Co. |
Opened
4,529
|
$293,085,000 | 0.06% |
| Emerson Elec Co |
Opened
3,013
|
$290,960,000 | 0.06% |
| Kroger Co. |
Opened
6,486
|
$290,249,000 | 0.06% |
| Morgan Stanley |
Opened
3,374
|
$275,567,000 | 0.06% |
| Oneok Inc. |
Opened
4,334
|
$274,894,000 | 0.06% |
| Tjx Cos Inc New |
Opened
3,086
|
$274,275,000 | 0.06% |
| Pinnacle West Cap Corp |
Opened
3,690
|
$271,879,000 | 0.06% |
| Thor Inds Inc |
Opened
2,790
|
$265,413,000 | 0.05% |
| Verizon Communications Inc |
Opened
8,085
|
$262,049,000 | 0.05% |
| Firstenergy Corp. |
Opened
7,592
|
$259,497,000 | 0.05% |
| Gentex Corp. |
Opened
7,948
|
$258,621,000 | 0.05% |
| Weyerhaeuser Co Mtn Be |
Opened
8,337
|
$255,624,000 | 0.05% |
| Comcast Corp New |
Opened
5,745
|
$254,722,000 | 0.05% |
| Conagra Brands Inc |
Opened
9,135
|
$250,482,000 | 0.05% |
| GSK Plc |
Opened
6,886
|
$249,618,000 | 0.05% |
| American Elec Pwr Co Inc |
Opened
3,317
|
$249,505,000 | 0.05% |
| Salesforce Inc |
Opened
1,220
|
$247,392,000 | 0.05% |
| Deere & Co. |
Opened
646
|
$243,817,000 | 0.05% |
| AT&T Inc. |
Opened
16,109
|
$241,959,000 | 0.05% |
| New Jersey Res Corp |
Opened
5,897
|
$239,595,000 | 0.05% |
| Hashicorp Inc |
Opened
10,360
|
$236,519,000 | 0.05% |
| Advanced Micro Devices Inc. |
Opened
2,253
|
$231,653,000 | 0.05% |
| Trade Desk Inc |
Opened
2,929
|
$228,901,000 | 0.05% |
| Broadcom Inc. |
Opened
275
|
$228,475,000 | 0.05% |
| Grainger W W Inc |
Opened
330
|
$228,307,000 | 0.05% |
| General Electric Co. |
Opened
2,064
|
$228,185,000 | 0.05% |
| Valero Energy Corp. |
Opened
1,578
|
$223,618,000 | 0.05% |
| Prologis Inc |
Opened
1,991
|
$223,361,000 | 0.05% |
| Prudential Finl Inc |
Opened
2,309
|
$219,079,000 | 0.04% |
| United Parcel Service, Inc. |
Opened
1,400
|
$218,182,000 | 0.04% |
| Cigna Group (The) |
Opened
754
|
$215,624,000 | 0.04% |
| DENTSPLY Sirona Inc |
Opened
6,254
|
$213,637,000 | 0.04% |
| Discover Finl Svcs |
Opened
2,410
|
$208,803,000 | 0.04% |
| Intercontinental Exchange In |
Opened
1,894
|
$208,378,000 | 0.04% |
| Campbell Soup Co. |
Opened
4,982
|
$204,661,000 | 0.04% |
| Corteva Inc |
Opened
3,998
|
$204,544,000 | 0.04% |
| Materion Corp |
Opened
2,000
|
$203,820,000 | 0.04% |
| Target Corp |
Opened
1,840
|
$203,456,000 | 0.04% |
| NiSource Inc |
Opened
8,151
|
$201,158,000 | 0.04% |
| Nuveen Quality Muncp Income |
Opened
14,895
|
$151,035,000 | 0.03% |
| Horizon Bancorp Inc |
Opened
12,937
|
$138,167,000 | 0.03% |
| Nuveen Municipal Credit Inc |
Opened
11,803
|
$123,105,000 | 0.02% |
| Sirius XM Holdings Inc |
Opened
16,030
|
$72,456,000 | 0.01% |
| Eaton Vance Sr Income Tr |
Opened
11,962
|
$70,576,000 | 0.01% |
| Ocuphire Pharma, Inc. |
Opened
15,000
|
$50,250,000 | 0.01% |
| TRX Gold Corp |
Opened
100,000
|
$36,600,000 | 0.01% |
| Relmada Therapeutics Inc |
Opened
10,000
|
$30,000,000 | 0.01% |
| International Tower Hill Min |
Opened
25,797
|
$9,081,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 166 holdings | |||
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