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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bedel Financial Consulting, Inc.

Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001765380-25-000177

Total Value
$697.9M
Positions
264
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (264)

#IssuerTicker / CUSIPSharesValue% of Filing
1ELI LILLY & COLLY328,664$254.8M36.50%
2DIMENSIONAL ETF TRUST25434V2031,377,498$45.3M6.49%
3VANGUARD MUN BD FDS922907746658,251$32.2M4.62%
4APPLE INCAAPL80,889$16.1M2.30%
5DIMENSIONAL ETF TRUST25434V302585,366$15.7M2.25%
6MICROSOFT CORPMSFT33,421$14.5M2.07%
7ISHARES TR464288885120,540$12.8M1.83%
8ISHARES TR464288307151,151$11.0M1.58%
9SPDR S&P 500 ETF TRSPY19,513$10.9M1.56%
10CAPITAL GROUP GROWTH ETF14020G101282,203$10.0M1.44%
11BERKSHIRE HATHAWAY INC DELBRK-A18,225$9.3M1.34%
12SSGA ACTIVE ETF TR78467V848214,967$8.6M1.23%
13INNOVATOR ETFS TRUSTINHD238,117$8.5M1.21%
14JPMORGAN CHASE & CO.VYLD31,075$7.7M1.11%
15ISHARES TR46428720010,865$6.1M0.87%
16ISHARES TR46428840674,804$5.4M0.77%
17BERKSHIRE HATHAWAY INC DELBRK-A7$5.4M0.77%
18GLOBAL X FDS37954Y376226,659$5.2M0.75%
19FIRST TR EXCHANGE-TRADED ALP33737M30071,104$4.9M0.71%
20AMERICAN CENTY ETF TR02507279469,745$4.6M0.66%
21ISHARES TR46434V266123,968$4.5M0.64%
22VANGUARD SCOTTSDALE FDS92206C40955,077$4.3M0.62%
23PACER FDS TR69374H88183,193$4.3M0.62%
24DIMENSIONAL ETF TRUST25434V80785,355$3.5M0.50%
25ALPHABET INCGOOG21,081$3.4M0.49%
26ISHARES TR46428820846,481$3.4M0.49%
27ISHARES TR46432F33919,543$3.3M0.48%
28ISHARES TR46428749934,634$2.9M0.42%
29VANGUARD INDEX FDS92290876910,263$2.8M0.40%
30ALPHABET INCGOOG16,609$2.7M0.39%
31JANUS DETROIT STR TR47103U88653,240$2.6M0.37%
32AMAZON COM INCAMZN14,008$2.6M0.37%
33WALMART INCWMT25,915$2.6M0.37%
34NVIDIA CORPORATIONNVDA22,388$2.5M0.36%
35ISHARES TR46428765512,662$2.5M0.36%
36INNOVATOR ETFS TRUSTINHD81,834$2.5M0.36%
37AMERICAN CENTY ETF TR02507230724,128$2.4M0.34%
38ABBVIE INCABBV12,544$2.3M0.34%
39DIMENSIONAL ETF TRUST25434V60946,719$2.3M0.33%
40ORACLE CORPORCL-PD15,541$2.3M0.33%
41JOHNSON & JOHNSONJNJ14,751$2.3M0.33%
42EXXON MOBIL CORPXOM21,632$2.3M0.32%
43ISHARES TR46428746524,805$2.1M0.31%
44MCDONALDS CORPMCD6,701$2.1M0.30%
45ISHARES TR46428750734,377$2.0M0.29%
46HOME DEPOT INCHD5,520$2.0M0.28%
47CUMMINS INCCMI6,635$2.0M0.28%
48PROCTER AND GAMBLE CO74271810912,275$2.0M0.28%
49TIDAL ETF TR88636483562,375$1.9M0.27%
50CISCO SYS INCCSCO30,581$1.8M0.26%
51FIRST TR MID CAP CORE ALPHAD33735B10816,900$1.8M0.26%
52VANGUARD INDEX FDS9229087364,578$1.8M0.25%
53INTUITIVE SURGICAL INCISRG3,252$1.7M0.25%
54META PLATFORMS INCMETA2,936$1.7M0.25%
55ISHARES TR46428824029,246$1.7M0.24%
56VANGUARD INDEX FDS9229083633,248$1.7M0.24%
57COCA COLA COKO22,782$1.6M0.23%
58PEPSICO INCPEP12,249$1.6M0.23%
59PACER FDS TR69374H85743,753$1.6M0.23%
60INNOVATOR ETFS TRUSTINHD40,086$1.6M0.22%
61ISHARES TR4642876144,197$1.6M0.22%
62SPDR GOLD TRGLD4,859$1.5M0.22%
63APPLIED MATLS INC0382221059,713$1.5M0.21%
64AUTOMATIC DATA PROCESSING INADP4,670$1.4M0.20%
65PIMCO ETF TR72201R83313,987$1.4M0.20%
66INNOVATOR ETFS TRUSTINHD43,733$1.4M0.20%
67ISHARES TR46428747310,992$1.4M0.20%
68BOSTON SCIENTIFIC CORPBSX13,053$1.4M0.19%
69OREILLY AUTOMOTIVE INC67103H107970$1.3M0.19%
70SPDR SER TR78468R85333,788$1.3M0.19%
71DISNEY WALT CO25468710614,140$1.3M0.19%
72INNOVATOR ETFS TRUSTINHD37,545$1.3M0.19%
73HONEYWELL INTL INC4385161066,092$1.3M0.18%
74LOWES COS INC5486611075,546$1.2M0.18%
75INNOVATOR ETFS TRUSTINHD30,190$1.2M0.17%
76SIMON PPTY GROUP INC NEW8288061097,558$1.2M0.17%
77T ROWE PRICE ETF INC87283Q10730,256$1.2M0.17%
78FIDELITY WISE ORIGIN BITCOINFBTC14,403$1.2M0.17%
79AMERICAN EXPRESS COAXP4,336$1.2M0.17%
80J P MORGAN EXCHANGE TRADED F46654Q72419,439$1.2M0.17%
81CHEVRON CORP NEWCVX8,516$1.2M0.17%
82FIRST TR EXCHANGE-TRADED FD33733E3024,875$1.2M0.17%
83COSTCO WHSL CORP NEW22160K1051,139$1.2M0.16%
84HUNTINGTON BANCSHARES INCHBANP76,444$1.1M0.16%
85VANGUARD STAR FDS92190976817,185$1.1M0.16%
86TESLA INCTSLA3,867$1.1M0.15%
87VANGUARD INDEX FDS9229087514,680$1.0M0.15%
88EXLSERVICE HOLDINGS INCEXLS21,965$1.0M0.15%
89DIMENSIONAL ETF TRUST25434V50017,367$1.0M0.15%
90VISA INCV2,850$990,8830.14%
91PHILIP MORRIS INTL INC7181721095,560$967,9620.14%
92VANGUARD INDEX FDS9229087445,635$938,5920.13%
93INNOVATOR ETFS TRUSTINHD24,067$926,0980.13%
94ISHARES TR4642874817,269$894,6690.13%
95INNOVATOR ETFS TRUSTINHD20,993$871,6290.12%
96INNOVATOR ETFS TRUSTINHD23,250$867,3270.12%
97PALANTIR TECHNOLOGIES INCPLTR7,777$846,6040.12%
98PFIZER INCPFE36,774$841,3950.12%
99ELEVANCE HEALTH INCELV2,031$840,7930.12%
100VANGUARD INDEX FDS9229085539,233$820,0330.12%
101CINTAS CORPCTAS3,812$813,1380.12%
102ISHARES TR4642875984,404$805,4950.12%
103NEXTERA ENERGY INCNEE-PW11,767$782,9930.11%
104INVESCO EXCH TRADED FD TR IIIVZ10,679$774,3190.11%
105SCHWAB STRATEGIC TR80852410235,694$768,8530.11%
106INTERNATIONAL BUSINESS MACHSINTR3,019$752,0040.11%
107INTEL CORPINTC36,410$726,0080.10%
108ILLINOIS TOOL WKS INC4523081092,961$710,2890.10%
109ISHARES TR4642876715,379$709,4900.10%
110RTX CORPORATIONRTX5,519$707,3150.10%
111BROADCOM INCAVGO3,438$687,9400.10%
112VANGUARD TAX-MANAGED FDS92194385812,597$676,4510.10%
113STRYKER CORPORATIONSYK1,780$672,1520.10%
114UNITEDHEALTH GROUP INCUNH1,691$667,1160.10%
115ISHARES TR4642876482,602$666,8150.10%
116WELLS FARGO CO NEW9497461019,065$666,0670.10%
117ALTRIA GROUP INCMO10,973$663,6620.10%
118SCHWAB STRATEGIC TR80852420129,770$657,9170.09%
119PIMCO ETF TR72201R87413,184$656,4310.09%
120PIMCO ETF TR72201R86612,748$651,2950.09%
121FIRST FINL BANCORP OH32020910927,412$650,7610.09%
122ISHARES TR4642876304,361$637,9430.09%
123INNOVATOR ETFS TRUSTINHD17,736$635,1260.09%
124ELI LILLY & COLLY11,800$634,3000.09%
125CATERPILLAR INCCAT1,948$625,1620.09%
126ISHARES TR4642871684,851$624,5630.09%
127KIMBERLY-CLARK CORPKMB4,579$607,9540.09%
128VANGUARD INDEX FDS9229086113,292$599,1930.09%
129GENERAL DYNAMICS CORPGD2,195$594,0130.09%
130VANGUARD SPECIALIZED FUNDS9219088443,068$585,2280.08%
131US BANCORP DELUSB-PS13,994$573,4600.08%
132ADOBE INCADBE1,482$567,3850.08%
133VANGUARD INTL EQUITY INDEX F92204285811,933$555,8170.08%
134INVESCO EXCHANGE TRADED FD TIVZ3,228$548,9030.08%
135BANK AMERICA CORP06050510413,440$548,8700.08%
136DIMENSIONAL ETF TRUST25434V78117,797$546,3680.08%
137ISHARES TR46435U16823,396$542,0790.08%
138SCHWAB STRATEGIC TR80852479720,883$533,5680.08%
139STARBUCKS CORPSBUX6,440$533,1020.08%
140ISHARES TR46436E52822,955$529,1050.08%
141INNOVATOR ETFS TRUSTINHD14,508$521,9250.07%
142NETFLIX INCNFLX456$518,7870.07%
143MERCK & CO INCMRK6,537$516,6870.07%
144MPLX LPMPLXP10,248$510,2660.07%
145INVESCO EXCHANGE TRADED FD TIVZ8,832$508,7480.07%
146MASTERCARD INCORPORATEDMA910$508,7030.07%
147RESMED INCRSMDF2,100$508,0950.07%
148INNOVATOR ETFS TRUSTINHD14,593$503,4220.07%
149VANGUARD WORLD FD92204A702895$500,5210.07%
150CSX CORPCSX17,730$498,0360.07%
151BALL CORPBALL9,600$496,1280.07%
152DUKE ENERGY CORP NEWDUKB4,022$494,4730.07%
153NOVARTIS AGNVSEF4,445$491,4300.07%
154SELECT SECTOR SPDR TR81369Y6059,974$490,3180.07%
155QUALCOMM INCQCOM3,417$478,0180.07%
1563M COMMM3,431$473,6150.07%
157KROGER COKR6,486$473,2830.07%
158AT&T INCT-PC16,686$469,8840.07%
159TJX COS INC NEW8725401093,595$461,8390.07%
160EATON CORP PLCETN1,547$461,2060.07%
161VANGUARD INDEX FDS9229086291,761$455,8880.07%
162MATTHEWS ASIA FDS57712581814,436$437,9760.06%
163NEW JERSEY RES CORPNJR8,880$432,8150.06%
164AMGEN INCAMGN1,589$429,7290.06%
165ISHARES TR4642878873,446$426,4430.06%
166INTERCONTINENTAL EXCHANGE IN45866F1042,427$425,1860.06%
167AMERICAN ELEC PWR CO INC0255371013,867$415,4700.06%
168UNILEVER PLCUNLYF6,490$414,7110.06%
169DANAHER CORPORATION2358511022,132$405,2400.06%
170NIKE INCNKE7,031$401,0690.06%
171VANGUARD INTL EQUITY INDEX F9220427756,286$399,7450.06%
172INNOVATOR ETFS TRUSTINHD12,319$398,4780.06%
173INVESCO EXCHANGE TRADED FD TIVZ5,634$375,2810.05%
174SOUTHERN COSOMN4,080$372,1320.05%
175DUPONT DE NEMOURS INCDD5,716$371,7460.05%
176SALESFORCE INCCRM1,354$370,2150.05%
177ISHARES TR4642878043,640$370,0390.05%
178ISHARES TR4642872348,153$368,2050.05%
179INNOVATOR ETFS TRUSTINHD10,960$366,5020.05%
180UNION PAC CORPUNP1,715$365,5480.05%
181SPDR S&P MIDCAP 400 ETF TRMDY687$364,8450.05%
182FIRSTENERGY CORPFE8,388$362,1170.05%
183MORGAN STANLEYMS-PQ3,057$361,6920.05%
184INNOVATOR ETFS TRUSTINHD9,074$361,5990.05%
185ACCENTURE PLC IRELANDACN1,190$361,5220.05%
186VANGUARD SCOTTSDALE FDS92206C8704,421$358,3000.05%
187TAIWAN SEMICONDUCTOR MFG LTD8740391002,068$356,2510.05%
188ISHARES TR4642876633,976$353,2680.05%
189INNOVATOR ETFS TRUSTINHD9,221$352,9570.05%
190ONEOK INC NEWOKE4,372$346,6400.05%
191LAKELAND FINL CORP5116561005,800$345,1580.05%
192PINNACLE WEST CAP CORPPNW3,690$344,9040.05%
193GRAINGER W W INC384802104331$344,8590.05%
194INVESCO QQQ TRIVZ711$342,4980.05%
195VANGUARD BD INDEX FDS9219378194,492$342,2850.05%
196SCHWAB STRATEGIC TR80852460714,615$338,3350.05%
197DISCOVER FINL SVCS2547091081,786$335,9480.05%
198GE AEROSPACE3696043011,595$332,6170.05%
199SHOPIFY INCSHOP3,463$324,9330.05%
200COOPER COS INC2166485014,000$322,2800.05%
201NISOURCE INCNI8,151$320,8100.05%
202CLOROX CO DELCLX2,365$319,3690.05%
203CONOCOPHILLIPSCOP3,542$310,3850.04%
204VERIZON COMMUNICATIONS INCVZ6,994$308,7940.04%
205INNOVATOR ETFS TRUSTINHD6,634$308,6800.04%
206CONSTELLATION ENERGY CORPCEG1,119$306,4050.04%
207T-MOBILE US INCTMUSZ1,201$304,8400.04%
208MONDELEZ INTL INC6092071054,505$304,1580.04%
209ALLSTATE CORPALL-PJ1,498$302,6600.04%
210ISHARES TR46434V6214,937$296,6150.04%
211DEERE & CODE623$296,2460.04%
212ADVANCED MICRO DEVICES INCAMD3,002$296,0570.04%
213ENERGY TRANSFER L PET-PI18,496$292,4260.04%
214ABBOTT LABSABLZF2,135$284,0740.04%
215GSK PLCGLAXF7,562$283,5750.04%
216INNOVATOR ETFS TRUSTINHD7,466$282,4390.04%
217ISHARES TR464287622917$281,6200.04%
218STEEL DYNAMICS INCSTLD2,139$280,5730.04%
219BRISTOL-MYERS SQUIBB COCELG-RI5,861$278,7880.04%
220CONAGRA BRANDS INCCAG11,866$277,0710.04%
221LYONDELLBASELL INDUSTRIES NLYB4,949$276,5810.04%
222EMERSON ELEC COEMR2,570$275,7330.04%
223PIMCO ETF TR72201R7182,841$271,2590.04%
224DIMENSIONAL ETF TRUST25434V7659,152$258,4630.04%
225CARDINAL HEALTH INCCAH1,683$255,2940.04%
226VANGUARD INTL EQUITY INDEX F9220427422,140$252,7980.04%
227INNOVATOR ETFS TRUSTINHD5,712$252,2420.04%
228FEDEX CORPFDX1,174$250,5060.04%
229SCHWAB STRATEGIC TR8085246499,952$249,7060.04%
230TIMOTHY PLAN8874323347,998$245,2310.04%
231ISHARES TR4642871762,220$242,5050.03%
232ENBRIDGE INCENNPF5,191$239,6170.03%
233VANGUARD INTL EQUITY INDEX F9220427181,943$238,9000.03%
234INVESCO EXCHANGE TRADED FD TIVZ2,535$238,3660.03%
235WATSCO INCWSO-B500$237,4550.03%
236CORTEVA INCCTVA3,790$236,6740.03%
237NORTHERN LTS FD TR IVNTRSO7,162$234,1260.03%
238INNOVATOR ETFS TRUSTINHD6,294$232,3120.03%
239THE TRADE DESK INC88339J1054,159$231,3650.03%
240CHUBB LIMITEDCB798$230,6220.03%
241IRON MTN INC DEL46284V1012,352$228,0000.03%
242THOR INDS INC8851601013,062$227,3540.03%
243INNOVATOR ETFS TRUSTINHD5,908$222,2590.03%
244ISHARES GOLD TRIAU3,436$221,8630.03%
245TRACTOR SUPPLY COTSCO4,321$220,4670.03%
246GOLDMAN SACHS GROUP INCGSCE397$218,2040.03%
247COMCAST CORP NEWCCZ6,276$216,4690.03%
248ISHARES TR4642888103,534$211,5450.03%
249EVERGY INCEVRG3,046$210,9670.03%
250AXON ENTERPRISE INCAXON350$210,5850.03%
251FIRST TR EXCHANGE TRADED FD33738R5063,575$207,0280.03%
252WATERS CORP941848103600$203,4120.03%
253INNOVATOR ETFS TRUSTINHD6,017$201,6920.03%
254J P MORGAN EXCHANGE TRADED F46641Q3243,026$201,6730.03%
255ELI LILLY & COLLY3,000$200,9450.03%
256PROLOGIS INC.PLDGP1,914$200,0630.03%
257HORIZON BANCORP INCHBNC12,937$193,1490.03%
258FORD MTR CO34537086016,113$168,2240.02%
259ELI LILLY & COLLY2,200$126,1190.02%
260EATON VANCE SR INCOME TRETN11,962$67,5850.01%
261INOTIV INCNOTV13,753$24,2050.00%
262ELI LILLY & COLLY400$18,9600.00%
263OPUS GENETICS INCIRD15,000$13,9820.00%
264RELMADA THERAPEUTICS INCRLMD10,000$3,5720.00%