- New Purchases: GOVT, VNLA, QUAL, AZN, MUB, DKNG, SPAQ, VIGI, GLDM, GBIL, CEF, NVAX, 1YI1, LCA, MILN, NIO, CCXX, GAN, ROBO, NKLA, RCEL, TLT, DSM, LEO, BMO, TROW, MGM, MRLN, JBLU, IEF, VTWO, BNDX, IVOO, MJ, JKHY, PNQI, GLW, SPYG, TAN, USO, CNI, TRVN, RS, VECO, NAK, USA, CLNE, NOW, NTEC, FEYE, WIX, BKLN, ACB, CYBR, FTDR, SRPT, NFIN, ARNC, MKC, AMJ, AMLP,
- Added Positions: IVV, MINT, DGRO, AMZN, IEFA, VXUS, IJR, WELL, V, VTI, TMUS, ATVI, MMM, NFLX, NKE, ABT, QCOM, IWM, RCL, BA, LIT, TSLA, PANW, GOOG, EFA, PYPL, SPCE, ELAN, GOOGL, VWO, SCHD, NVDA, COST, KMB, VEU, CSCO, T, GDXJ, GDX, VEA, FNDF, SLVP, EEM, NLY, CGNX, GLD, AMD, ADBE, IUSG, IUSV, SCZ, SCHV, AES, MBB, SCHB, RING, RWT, CMC, CAG, FCX, BPYU, GILD, HAS, IRM, KR, LEN, MAT, NICE, PDCO, O, CARR, RF, STLD, TCF, TJX, MASI, AWK, AVGO, LYB, JRI, HUBS, SHOP, TWLO, OKTA,
- Reduced Positions: PATK, VUG, XOM, DD, HD, DOW, FNX, UPS, PG, DHR, SPY, MTCH, TT, MA, RTX, ITW, HON, TGT, GE, BEN, IBB, DEO, IJH, ADM, VCSH, AMT, ZM, ACWX, IR, SQ, ABBV, FB, PSX, XLK, SPG, MAR, ETN, GIS, CTVA, MO, VV, AMTD, WTRG, TIP, CAT, QQQ, IWN, DE, IAU, EMR, ENB, SBUX, IMMU, MCK, TDOC, MRK, OXY, REGN, CRM, SQBG, SLB, TRV,
- Sold Out: IAC, 8DEA, 8DEA, KTOV, NIQ, 51KA, BIOC, ALLE, PCAR, NTES, CIEN, OSTK, CHL, FMCI, X9P, MYSZ, DKS, NBEV, 21P1, EXPE, LYV, BCS, TRIP, LOGM, QRTEA, SWK,
For the details of Bedel Financial Consulting, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/bedel+financial+consulting%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of Bedel Financial Consulting, Inc.- Eli Lilly and Co (LLY) - 334,539 shares, 26.59% of the total portfolio. Shares reduced by 0.06%
- ISHARES TRUST (GOVT) - 447,400 shares, 6.72% of the total portfolio. New Position
- JANUS DETROIT STR (VNLA) - 177,955 shares, 4.82% of the total portfolio. New Position
- Apple Inc (AAPL) - 73,167 shares, 4.55% of the total portfolio. Shares added by 0.09%
- Microsoft Corp (MSFT) - 30,822 shares, 3.48% of the total portfolio. Shares added by 0.15%
Bedel Financial Consulting, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $27.79 and $28.25, with an estimated average price of $27.99. The stock is now traded at around $27.73. The impact to a portfolio due to this purchase was 6.72%. The holding were 447,400 shares as of .
New Purchase: JANUS DETROIT STR (VNLA)Bedel Financial Consulting, Inc. initiated holding in JANUS DETROIT STR. The purchase prices were between $50.18 and $50.44, with an estimated average price of $50.36. The stock is now traded at around $50.47. The impact to a portfolio due to this purchase was 4.82%. The holding were 177,955 shares as of .
New Purchase: ISHARES TRUST (QUAL)Bedel Financial Consulting, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $96.43 and $110.16, with an estimated average price of $102.38. The stock is now traded at around $106.81. The impact to a portfolio due to this purchase was 0.7%. The holding were 12,562 shares as of .
New Purchase: AstraZeneca PLC (AZN)Bedel Financial Consulting, Inc. initiated holding in AstraZeneca PLC. The purchase prices were between $53.07 and $61.1, with an estimated average price of $55.53. The stock is now traded at around $52.42. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,950 shares as of .
New Purchase: DraftKings Inc (DKNG)Bedel Financial Consulting, Inc. initiated holding in DraftKings Inc. The purchase prices were between $29.5 and $58.84, with an estimated average price of $38.76. The stock is now traded at around $43.26. The impact to a portfolio due to this purchase was 0.03%. The holding were 817 shares as of .
New Purchase: ISHARES TRUST (MUB)Bedel Financial Consulting, Inc. initiated holding in ISHARES TRUST. The purchase prices were between $115.26 and $117.22, with an estimated average price of $116.18. The stock is now traded at around $115.28. The impact to a portfolio due to this purchase was 0.03%. The holding were 564 shares as of .
Added: PIMCO ETF TRUST (MINT)Bedel Financial Consulting, Inc. added to a holding in PIMCO ETF TRUST by 81.47%. The purchase prices were between $101.57 and $102, with an estimated average price of $101.83. The stock is now traded at around $101.97. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,743 shares as of .
Added: ISHARES TRUST (DGRO)Bedel Financial Consulting, Inc. added to a holding in ISHARES TRUST by 1086.35%. The purchase prices were between $37.11 and $41.67, with an estimated average price of $39.49. The stock is now traded at around $41.18. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,737 shares as of .
Added: ISHARES TRUST (IEFA)Bedel Financial Consulting, Inc. added to a holding in ISHARES TRUST by 528.30%. The purchase prices were between $57.43 and $62.28, with an estimated average price of $60.32. The stock is now traded at around $61.54. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,665 shares as of .
Added: Welltower Inc (WELL)Bedel Financial Consulting, Inc. added to a holding in Welltower Inc by 2357.14%. The purchase prices were between $49.2 and $61.12, with an estimated average price of $54.97. The stock is now traded at around $54.04. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,032 shares as of .
Added: ISHARES TRUST (IJR)Bedel Financial Consulting, Inc. added to a holding in ISHARES TRUST by 126.62%. The purchase prices were between $65.42 and $75.64, with an estimated average price of $71.4. The stock is now traded at around $76.25. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,396 shares as of .
Added: Activision Blizzard Inc (ATVI)Bedel Financial Consulting, Inc. added to a holding in Activision Blizzard Inc by 1524.24%. The purchase prices were between $76.18 and $86.84, with an estimated average price of $81.04. The stock is now traded at around $80.34. The impact to a portfolio due to this purchase was 0.02%. The holding were 536 shares as of .
Sold Out: Diamond Eagle Acquisition Corp (8DEA)Bedel Financial Consulting, Inc. sold out a holding in Diamond Eagle Acquisition Corp. The sale prices were between $25 and $32.6, with an estimated average price of $29.58.
Sold Out: Kitov Pharma Ltd (KTOV)Bedel Financial Consulting, Inc. sold out a holding in Kitov Pharma Ltd. The sale prices were between $3.93 and $9.3, with an estimated average price of $6.19.
Sold Out: Diamond Eagle Acquisition Corp (8DEA)Bedel Financial Consulting, Inc. sold out a holding in Diamond Eagle Acquisition Corp. The sale prices were between $25 and $32.6, with an estimated average price of $29.58.
Sold Out: IAC/InterActiveCorp (IAC)Bedel Financial Consulting, Inc. sold out a holding in IAC/InterActiveCorp. The sale prices were between $106.71 and $137.46, with an estimated average price of $125.5.
Sold Out: Avita Therapeutics Inc (51KA)Bedel Financial Consulting, Inc. sold out a holding in Avita Therapeutics Inc. The sale prices were between $5.33 and $26.5, with an estimated average price of $20.08.
Sold Out: NetEase Inc (NTES)Bedel Financial Consulting, Inc. sold out a holding in NetEase Inc. The sale prices were between $85.55 and $102.83, with an estimated average price of $93.94.
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