Bedel Financial Consulting Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P US Value ETF
IUSV
|
+$1.67M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.46M |
| 3 |
Eli Lilly
LLY
|
+$1.31M |
| 4 |
iShares Core S&P US Growth ETF
IUSG
|
+$1.01M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$772K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Wabash National
WNC
|
+$1.53M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$469K |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$339K |
| 4 |
JPMorgan Chase
JPM
|
+$255K |
| 5 |
Amazon
AMZN
|
+$130K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 27.8% |
| 2 | Financials | 10.32% |
| 3 | Technology | 8.31% |
| 4 | Industrials | 6.3% |
| 5 | Consumer Staples | 5.93% |
Similar funds
Bedel Financial Consulting's Q1 2018 Portfolio in Review
As of Q1 2018, Bedel Financial Consulting held 708 positions worth $132M, up 18% from $111M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Bedel Financial Consulting deployed $26M of net new capital in Q1 2018, opening 571 new positions and adding to 41 existing holdings. Its largest new stake was Vanguard FTSE Developed Markets ETF: 32,278 shares worth $1.43M.
By sector, the portfolio is most concentrated in Healthcare at 28% of assets, down from 33% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $469K trimmed.
- Bedel Financial Consulting's largest Q1 2018 buy was Vanguard FTSE Developed Markets ETF: 32,278 shares worth $1.43M.
- Bedel Financial Consulting added most to iShares Core S&P US Value ETF in Q1 2018, an estimated $1.67M increase.
- Bedel Financial Consulting's biggest Q1 2018 reduction was Berkshire Hathaway Class B, cutting an estimated $469K.
- Bedel Financial Consulting fully exited Wabash National in Q1 2018, selling an estimated $1.53M.
- Bedel Financial Consulting's ten largest holdings make up 37% of its $132M portfolio in Q1 2018.
- Bedel Financial Consulting opened 571 new positions and closed 1 in Q1 2018.
- Bedel Financial Consulting's portfolio value rose 18% quarter-over-quarter to $132M.
Based on Bedel Financial Consulting's 13F filing for Q1 2018, filed 3 May 2018.