13F History

Bedel Financial Consulting, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 6, 2025
Value $: $718M
Signature - Title: Lonny Elfenbein - Chief Compliance Officer
Location: Indianapolis, IN
Summary: This page shows a list of all the recent 13F filings made by Bedel Financial Consulting, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bedel Financial Consulting, Inc. reported 266 stock holdings with total value $718M as of Q4 2024. Top holdings included LLY, DFAI, VTEB, AAPL, and DFAE.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	266	$718M	+$23.6M	-$6.17M	+$17.4M	LLY, DFAI, VTEB, AAPL, DFAE	13F-HR	2/6/2025, 10:19 AM
Q3 2024	258	$709M	+$16.5M	-$5.75M	+$10.8M	LLY, DFAI, VTEB, AAPL, DFAE	13F-HR	11/12/2024, 02:16 PM
Q2 2024	250	$682M	+$10.3M	-$8.38M	+$1.9M	LLY, DFAI, VTEB, AAPL, MSFT	13F-HR	8/5/2024, 01:51 PM
Q1 2024	252	$637M	+$12.6M	-$3.57M	+$9.04M	LLY, DFAI, VTEB, MSFT, AAPL	13F-HR	5/7/2024, 03:55 PM
Q4 2023	244	$545M	+$15.1M	-$7.42M	+$7.69M	LLY, VTEB, DFAI, AAPL, MSFT	Restatement	2/13/2024, 04:04 PM
Q3 2023	235	$494M	+$11.2M	-$4.36M	+$6.87M	LLY, VTEB, DFAI, AAPL, DFAE	13F-HR	2/8/2024, 01:18 PM
Q2 2023	240	$479M	+$44.5M	-$29.9M	+$14.6M	LLY, VTEB, DFAI, AAPL, EFG	13F-HR	8/10/2023, 11:01 AM
Q1 2023	225	$411M	+$11.2M	-$8.7M	+$2.49M	LLY, VTEB, VNLA, AAPL, TOTL	13F-HR	5/2/2023, 02:09 PM
Q4 2022	226	$402M	+$24.8M	-$3.99M	+$20.8M	LLY, VTEB, VNLA, AAPL, TOTL	13F-HR	2/7/2023, 04:17 PM
Q3 2022	212	$358M	+$32.5M	-$8.91M	+$23.6M	LLY, VTEB, VNLA, AAPL, TOTL	13F-HR	11/8/2022, 03:18 PM
Q2 2022	195	$342M	+$71M	-$33.5M	+$37.5M	LLY, VTEB, VNLA, TOTL, AAPL	13F-HR	8/4/2022, 10:06 AM
Q1 2022	960	$318M	+$8.14M	-$5.23M	+$2.91M	LLY, VNLA, AAPL, MSFT, PAPR	13F-HR	4/19/2022, 03:31 PM
Q4 2021	1,001	$321M	+$6.99M	-$6.45M	+$539K	LLY, VNLA, AAPL, MSFT, PAPR	13F-HR	1/11/2022, 10:32 AM
Q3 2021	979	$291M	+$6.16M	-$1.88M	+$4.27M	LLY, VNLA, AAPL, MSFT, PAPR	13F-HR	10/12/2021, 10:46 AM
Q2 2021	965	$287M	+$9.66M	-$4.56M	+$5.1M	LLY, VNLA, AAPL, MSFT, PAPR	13F-HR	8/3/2021, 10:46 AM
Q1 2021	926	$258M	+$33.2M	-$14.6M	+$18.6M	LLY, VNLA, AAPL, MSFT, PAPR	13F-HR	4/26/2021, 04:21 PM
Q4 2020	831	$225M	+$7.64M	-$3.79M	+$3.85M	LLY, GOVT, AAPL, VNLA, PAPR	13F-HR	2/2/2021, 03:40 PM
Q3 2020	809	$200M	+$20.7M	-$2.73M	+$18M	LLY, GOVT, VNLA, AAPL, PAPR	13F-HR	10/20/2020, 11:10 AM
Q2 2020	779	$185M	+$14.5M	-$7.6M	+$6.91M	LLY, GOVT, PAPR, AAPL, MSFT	13F-HR	7/14/2020, 09:54 AM
Q1 2020	798	$151M	+$5.38M	-$6.65M	-$1.27M	LLY, PAPR, MSFT, AAPL, BRKB	13F-HR	5/6/2020, 11:03 AM
Q4 2019	759	$176M	+$2.42M	-$8.05M	-$5.63M	LLY, PAPR, AAPL, MSFT, BRKB	13F-HR	1/28/2020, 09:03 AM
Q3 2019	746	$166M	+$2.58M	-$2.43M	+$149K	LLY, PAPR, MSFT, AAPL, BRKB	13F-HR	10/9/2019, 02:57 PM
Q2 2019	715	$165M	+$13.2M	-$2.55M	+$10.7M	LLY, PAPR, MSFT, BRKB, AAPL	13F-HR	8/1/2019, 02:53 PM
Q1 2019	700	$157M	+$3M	-$1.5M	+$1.5M	LLY, MSFT, BRKB, AAPL, JPM	13F-HR	5/2/2019, 12:06 PM
Q4 2018	678	$139M	+$3.65M	-$5.67M	-$2.03M	LLY, BRKB, MSFT, AAPL, JPM	13F-HR	1/28/2019, 05:11 PM
Q3 2018	674	$150M	+$4.45M	-$2.65M	+$1.81M	LLY, BRKB, AAPL, MSFT, JPM	13F-HR	11/1/2018, 12:35 PM
Q2 2018	677	$136M	+$5.09M	-$5.16M	-$69K	LLY, MSFT, AAPL, BRKB, JPM	13F-HR	7/18/2018, 04:51 PM
Q1 2018	675	$132M	+$28.6M	-$3.41M	+$25.2M	LLY, JPM, BRKB, MSFT, AAPL	13F-HR	5/3/2018, 03:21 PM
Q4 2017	132	$111M	$0	$0		LLY, BRKB, JPM, AAPL, MSFT	13F-HR	2/6/2018, 11:45 AM

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