Brendel Financial Advisors LLC Purchases in Q2 2025

Brendel Financial Advisors LLC

  • $179 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
9.07K
New
$273.94 - $388.21 $2.49M - $3.52M
9.07K $3.52M
CAH
Cardinal Health Inc

Healthcare
20.5K
New
$125.0 - $168.0 $2.56M - $3.44M
20.5K $3.44M
GD
General Dynamics Corp

Industrials
11.6K
New
$247.68 - $291.66 $2.87M - $3.38M
11.6K $3.38M
ADP
Automatic Data Processing Inc

Industrials
10.9K
+ 966.28%
$276.76 - $326.81 $3.02M - $3.57M
12K $3.72M
CINF
Cincinnati Financial Corp

Financial Services
21.1K
+ 729.83%
$126.6 - $151.6 $2.67M - $3.2M
24K $3.58M
TROW
Price T Rowe Group Inc

Financial Services
30.9K
New
$80.27 - $98.06 $2.48M - $3.03M
30.9K $2.98M
JNJ
Johnson & Johnson

Healthcare
19.6K
+ 335.37%
$146.36 - $159.82 $2.87M - $3.14M
25.5K $3.89M
GWW
W.W. Grainger, Inc.

Industrials
2.68K
+ 515.41%
$919.93 - $1101.66 $2.46M - $2.95M
3.19K $3.32M
SRLN
Ssga Active Trust

ETFs
63.9K
New
$39.47 - $41.59 $2.52M - $2.66M
63.9K $2.66M
SOFI
So Fi Technologies, Inc.

Financial Services
139K
New
$9.5 - $18.21 $1.32M - $2.53M
139K $2.53M
PLTR
Palantir Technologies Inc.

Technology
12.8K
+ 127.03%
$74.01 - $144.25 $945K - $1.84M
22.8K $3.11M
ABC
Amerisourcebergen Corp

Healthcare
6.33K
New
N/A
6.33K $1.9M
MGK
Vanguard Mega Cap Growth ETF

ETFs
5.11K
New
$273.67 - $366.17 $1.4M - $1.87M
5.11K $1.87M
NVDA
Nvidia Corp

Technology
2.03K
+ 10.26%
$94.31 - $157.99 $192K - $321K
21.8K $3.45M
MSFT
Microsoft Corp

Technology
162
+ 1.95%
$354.56 - $497.45 $57.4K - $80.6K
8.47K $4.22M
RSP
Invesco S&P 500 Equal Weight E

ETFs
5.18K
+ 257.22%
$152.93 - $181.74 $793K - $942K
7.2K $1.31M
META
Meta Platforms, Inc.

Communication Services
211
+ 6.01%
$484.66 - $738.09 $102K - $156K
3.72K $2.75M
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 10.2%
$167.32 - $223.3 $206K - $275K
13.3K $2.92M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.07K
New
$219.76 - $276.94 $456K - $574K
2.07K $574K
WMT
Walmart Inc.

Consumer Defensive
14
+ 0.03%
$81.79 - $99.98 $1.15K - $1.4K
48K $4.7M
XLI
Industrial Sector Spdr

ETFs
2.68K
New
$116.42 - $147.52 $311K - $395K
2.68K $395K
GOOG
Alphabet Inc.

Communication Services
810
+ 6.91%
$146.58 - $180.01 $119K - $146K
12.5K $2.22M
CRWD
Crowd Strike Holdings, Inc.

Technology
739
New
$321.63 - $509.31 $238K - $376K
739 $376K
FLEX
Flex Ltd.

Technology
7.21K
New
$26.68 - $50.09 $192K - $361K
7.21K $360K
PAYS
Paysign, Inc.

Technology
46.9K
New
$1.94 - $7.2 $91.1K - $338K
46.9K $338K
BAR
Granite Shares Gold Trust

ETFs
1.56K
+ 1.04%
$29.34 - $33.87 $45.6K - $52.7K
151K $4.94M
AAPL
Apple Inc.

Technology
2.6K
+ 20.35%
$172.42 - $223.89 $448K - $582K
15.4K $3.16M
GS
Goldman Sachs Group Inc

Financial Services
441
New
$462.22 - $707.75 $204K - $312K
441 $312K
NOW
Service Now, Inc.

Technology
291
New
$721.65 - $1040.18 $210K - $303K
291 $299K
LMB
Limbach Holdings, Inc.

Industrials
618
+ 19.81%
$69.3 - $142.14 $42.8K - $87.8K
3.74K $524K
Celestica Inc
1.71K
New
N/A
1.71K $268K
Arm Holdings PLC
1.63K
New
N/A
1.63K $264K
DOV
Dover Corp

Industrials
338
+ 1.52%
$151.14 - $186.7 $51.1K - $63.1K
22.6K $4.13M
CRS
Carpenter Technology Corp

Industrials
797
New
$151.3 - $276.38 $121K - $220K
797 $220K
Forge Global Holdings Inc
11K
New
N/A
11K $209K
EMR
Emerson Electric CO

Industrials
1.53K
New
$94.15 - $133.33 $144K - $205K
1.53K $205K
WMB
Williams Companies, Inc.

Energy
1.36K
+ 3.48%
$54.33 - $62.87 $73.7K - $85.3K
40.3K $2.53M
BAC
Bank Of America Corp

Financial Services
4.29K
New
$34.39 - $47.46 $148K - $204K
4.29K $203K
WRB
Berkley W R Corp

Financial Services
2.74K
New
$64.28 - $75.17 $176K - $206K
2.74K $201K
SPGI
S&P Global Inc.

Financial Services
70
+ 0.92%
$438.31 - $527.29 $30.7K - $36.9K
7.68K $4.05M
OPFI
Opp Fi Inc.

Technology
8.71K
+ 79.69%
$7.92 - $14.61 $69K - $127K
19.6K $275K
HYLS
First Tr Tactical High Yield L

ETFs
2.05K
+ 3.19%
$39.8 - $41.84 $81.7K - $85.9K
66.3K $2.77M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
4.1K
+ 2.89%
$15.52 - $17.13 $63.6K - $70.3K
146K $2.5M
IBM
International Business Machines Corp

Technology
14
+ 0.57%
$221.03 - $294.78 $3.09K - $4.13K
2.45K $723K
SJNK
Spdr Bloomberg Short Term High

ETFs
2.09K
+ 2.04%
$24.12 - $25.48 $50.4K - $53.2K
104K $2.66M
ARCC
Ares Capital Corp

Financial Services
4.04K
+ 3.47%
$18.91 - $22.43 $76.4K - $90.6K
121K $2.65M
PGR
Progressive Corp

Financial Services
239
+ 31.53%
$255.27 - $288.74 $61K - $69K
997 $266K
LQD
Ishares Iboxx $ Investment Gra

ETFs
260
+ 10.06%
$105.23 - $109.61 $27.4K - $28.5K
2.85K $312K
BHB
Bar Harbor Bankshares

Financial Services
120
+ 1.01%
$27.37 - $31.26 $3.28K - $3.75K
12K $360K
Activity Summary
Buys All Purchases 52 New Holdings 23 Increased Positions 29 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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