Portfolio Holdings & Fund Performance - Bedel Financial Consulting Inc.

List of top 200 securities held by Bedel Financial Consulting Inc.:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2024Q1
Total Holdings: 248
Assets Under Management (AUM) :
$600,437,246 ($600.44M)
Reporting Manager: Lonny Elfenbein
Address:

8940 RIVER CROSSING BOULEVARD
SUITE 120
INDIANAPOLIS, IN 46240

Since : total money flow = , gains and losses =

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