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Bedel Financial Consulting, Inc. Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Applied Materials Inc, Custom Truck One Source Inc, Sells Innovator U.S. Equity Ultra Buffer ETF - October, NiSource Inc, Gentex Corp

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Jan 11, 2022
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Investment company Bedel Financial Consulting, Inc. (Current Portfolio) buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Applied Materials Inc, Custom Truck One Source Inc, Dimensional International Value ETF, Innovator U.S. Equity Power Buffer ETF - September, sells Innovator U.S. Equity Ultra Buffer ETF - October, NiSource Inc, Gentex Corp, Alibaba Group Holding, during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Bedel Financial Consulting, Inc.. As of 2021Q4, Bedel Financial Consulting, Inc. owns 1053 stocks with a total value of $321 million. These are the details of the buys and sells.

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.
  1. Eli Lilly and Co (LLY) - 331,507 shares, 28.50% of the total portfolio. Shares reduced by 0.53%
  2. Janus Henderson Short Duration Income ETF (VNLA) - 463,535 shares, 7.15% of the total portfolio. Shares reduced by 9.57%
  3. Apple Inc (AAPL) - 82,891 shares, 4.58% of the total portfolio. Shares added by 0.35%
  4. Microsoft Corp (MSFT) - 33,032 shares, 3.46% of the total portfolio. Shares added by 0.25%
  5. Innovator U.S. Equity Power Buffer ETF - April (PAPR) - 255,209 shares, 2.33% of the total portfolio. Shares reduced by 0.83%
New Purchase: John Hancock Financial Opportunities Fund (BTO)

Bedel Financial Consulting, Inc. initiated holding in John Hancock Financial Opportunities Fund. The purchase prices were between $41.47 and $46.59, with an estimated average price of $43.92. The stock is now traded at around $49.900000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,100 shares as of 2021-12-31.

New Purchase: Centene Corp (CNC)

Bedel Financial Consulting, Inc. initiated holding in Centene Corp. The purchase prices were between $61.94 and $84.72, with an estimated average price of $73.64. The stock is now traded at around $79.280000. The impact to a portfolio due to this purchase was 0.02%. The holding were 782 shares as of 2021-12-31.

New Purchase: Gabelli Dividend & Income Trust (GDV)

Bedel Financial Consulting, Inc. initiated holding in Gabelli Dividend & Income Trust. The purchase prices were between $25.5 and $27.57, with an estimated average price of $26.64. The stock is now traded at around $26.960200. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,000 shares as of 2021-12-31.

New Purchase: Blackrock Health Sciences Trust (BME)

Bedel Financial Consulting, Inc. initiated holding in Blackrock Health Sciences Trust. The purchase prices were between $45.5 and $48.62, with an estimated average price of $47.34. The stock is now traded at around $47.450000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,200 shares as of 2021-12-31.

New Purchase: Atlantica Sustainable Infrastructure PLC (AY)

Bedel Financial Consulting, Inc. initiated holding in Atlantica Sustainable Infrastructure PLC. The purchase prices were between $34.24 and $40.88, with an estimated average price of $37.55. The stock is now traded at around $34.145000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,897 shares as of 2021-12-31.

New Purchase: Clearway Energy Inc (CWEN)

Bedel Financial Consulting, Inc. initiated holding in Clearway Energy Inc. The purchase prices were between $30.4 and $39.18, with an estimated average price of $35.49. The stock is now traded at around $33.590000. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,660 shares as of 2021-12-31.

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Bedel Financial Consulting, Inc. added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 110.37%. The purchase prices were between $101.51 and $101.8, with an estimated average price of $101.63. The stock is now traded at around $101.425000. The impact to a portfolio due to this purchase was 0.22%. The holding were 12,923 shares as of 2021-12-31.

Added: Dimensional International Value ETF (DFIV)

Bedel Financial Consulting, Inc. added to a holding in Dimensional International Value ETF by 45.58%. The purchase prices were between $31.05 and $33.6, with an estimated average price of $32.71. The stock is now traded at around $34.470000. The impact to a portfolio due to this purchase was 0.1%. The holding were 32,450 shares as of 2021-12-31.

Added: Applied Materials Inc (AMAT)

Bedel Financial Consulting, Inc. added to a holding in Applied Materials Inc by 31.30%. The purchase prices were between $125.2 and $162.72, with an estimated average price of $145.33. The stock is now traded at around $150.940000. The impact to a portfolio due to this purchase was 0.1%. The holding were 8,473 shares as of 2021-12-31.

Added: Innovator U.S. Equity Power Buffer ETF - September (PSEP)

Bedel Financial Consulting, Inc. added to a holding in Innovator U.S. Equity Power Buffer ETF - September by 159.72%. The purchase prices were between $29.01 and $30.45, with an estimated average price of $29.95. The stock is now traded at around $30.230000. The impact to a portfolio due to this purchase was 0.1%. The holding were 18,456 shares as of 2021-12-31.

Added: Custom Truck One Source Inc (CTOS)

Bedel Financial Consulting, Inc. added to a holding in Custom Truck One Source Inc by 62.80%. The purchase prices were between $7.22 and $11.28, with an estimated average price of $8.59. The stock is now traded at around $7.900000. The impact to a portfolio due to this purchase was 0.1%. The holding were 106,552 shares as of 2021-12-31.

Added: Evergy Inc (EVRG)

Bedel Financial Consulting, Inc. added to a holding in Evergy Inc by 95.15%. The purchase prices were between $61.96 and $68.61, with an estimated average price of $65.1. The stock is now traded at around $66.335000. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,152 shares as of 2021-12-31.

Sold Out: (HRC)

Bedel Financial Consulting, Inc. sold out a holding in . The sale prices were between $150.25 and $156.18, with an estimated average price of $154.26.

Sold Out: (KSU)

Bedel Financial Consulting, Inc. sold out a holding in . The sale prices were between $276.49 and $311.4, with an estimated average price of $299.1.

Sold Out: JBG SMITH Properties (JBGS)

Bedel Financial Consulting, Inc. sold out a holding in JBG SMITH Properties. The sale prices were between $27.15 and $30.69, with an estimated average price of $29.27.

Sold Out: GAN Ltd (GAN)

Bedel Financial Consulting, Inc. sold out a holding in GAN Ltd. The sale prices were between $8.5 and $16.28, with an estimated average price of $12.11.

Sold Out: Magnite Inc (MGNI)

Bedel Financial Consulting, Inc. sold out a holding in Magnite Inc. The sale prices were between $16.6 and $30.58, with an estimated average price of $22.34.

Sold Out: American Water Works Co Inc (AWK)

Bedel Financial Consulting, Inc. sold out a holding in American Water Works Co Inc. The sale prices were between $167.8 and $188.86, with an estimated average price of $174.87.



Here is the complete portfolio of Bedel Financial Consulting, Inc.. Also check out:

1. Bedel Financial Consulting, Inc.'s Undervalued Stocks
2. Bedel Financial Consulting, Inc.'s Top Growth Companies, and
3. Bedel Financial Consulting, Inc.'s High Yield stocks
4. Stocks that Bedel Financial Consulting, Inc. keeps buying
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