Brendel Financial Advisors LLC Purchases in Q3 2025

Brendel Financial Advisors LLC

  • $194 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
16.3K
+ 248.41%
$184.85 - $231.54 $3.02M - $3.78M
22.9K $5.3M
FAST
Fastenal CO

Industrials
79.6K
New
$42.47 - $50.39 $3.38M - $4.01M
79.6K $3.9M
IBM
International Business Machines Corp

Technology
13.2K
+ 539.97%
$234.77 - $292.47 $3.11M - $3.87M
15.7K $4.43M
SWK
Stanley Black & Decker, Inc.

Industrials
46.4K
New
$66.98 - $79.52 $3.11M - $3.69M
46.4K $3.45M
ITW
Illinois Tool Works Inc

Industrials
13K
+ 1328.62%
$252.31 - $269.41 $3.27M - $3.49M
13.9K $3.63M
NUE
Nucor Corp

Basic Materials
24.9K
New
$133.3 - $150.33 $3.32M - $3.74M
24.9K $3.37M
AFL
Aflac Inc

Financial Services
29.3K
+ 713.49%
$98.09 - $111.7 $2.87M - $3.27M
33.4K $3.73M
BPOP
Popular, Inc.

Financial Services
20.9K
New
$111.3 - $128.04 $2.33M - $2.68M
20.9K $2.66M
CMI
Cummins Inc

Industrials
5.91K
New
$327.85 - $426.39 $1.94M - $2.52M
5.91K $2.5M
PHM
Pultegroup Inc

Consumer Cyclical
18.2K
New
$108.0 - $141.42 $1.97M - $2.58M
18.2K $2.41M
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 10.72%
$175.16 - $255.24 $235K - $343K
13.9K $3.38M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.8K
New
$97.75 - $100.75 $1.06M - $1.09M
10.8K $1.08M
IETC
Ishares U S ETF Tr

ETFs
10.5K
New
$92.7 - $103.65 $974K - $1.09M
10.5K $1.07M
ITA
Ishares Tr

ETFs
4.91K
New
$184.73 - $209.26 $908K - $1.03M
4.91K $1.03M
JNJ
Johnson & Johnson

Healthcare
905
+ 3.55%
$155.17 - $185.42 $140K - $168K
26.4K $4.89M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
30.5K
New
$29.27 - $32.3 $891K - $984K
30.5K $982K
IDU
Ishares Tr U S Utils ETF

ETFs
8.58K
New
$103.7 - $111.17 $890K - $954K
8.58K $951K
IAI
Ishares Tr Us Broker Dealers &

ETFs
5.31K
New
$168.93 - $178.7 $897K - $949K
5.31K $938K
CAT
Caterpillar Inc

Industrials
242
+ 2.67%
$390.92 - $477.15 $94.6K - $115K
9.31K $4.44M
GD
General Dynamics Corp

Industrials
451
+ 3.89%
$293.92 - $341.0 $133K - $154K
12.1K $4.11M
NVDA
Nvidia Corp

Technology
409
+ 1.87%
$153.3 - $186.58 $62.7K - $76.3K
22.2K $4.15M
AVGO
Broadcom Inc.

Technology
440
+ 5.06%
$264.74 - $369.57 $116K - $163K
9.14K $3.01M
GLD
Spdr Gold Trust

ETFs
375
+ 4.57%
$300.96 - $355.47 $113K - $133K
8.58K $3.05M
NEE
Nextera Energy Inc

Utilities
2.22K
+ 4.04%
$69.77 - $77.54 $155K - $172K
57.1K $4.31M
ATO
Atmos Energy Corp

Utilities
800
+ 3.71%
$151.51 - $170.75 $121K - $137K
22.3K $3.81M
CINF
Cincinnati Financial Corp

Financial Services
1.51K
+ 6.27%
$145.8 - $158.1 $219K - $238K
25.5K $4.03M
APPS
Digital Turbine, Inc.

Technology
66.5K
New
$3.86 - $6.4 $257K - $425K
66.5K $425K
BK
Bank Of New York Mellon Corp

Financial Services
3.78K
New
$90.65 - $109.75 $343K - $415K
3.78K $411K
CMCL
Caledonia Mining Corp PLC

Basic Materials
10.8K
New
$19.3 - $36.6 $209K - $396K
10.8K $388K
RMAX
Re/Max Holdings, Inc.

Real Estate
37.1K
New
$7.51 - $10.23 $279K - $380K
37.1K $350K
MSFT
Microsoft Corp

Technology
341
+ 4.02%
$491.09 - $535.64 $167K - $183K
8.82K $4.57M
OPRX
Optimize Rx Corp

Healthcare
17.1K
New
$12.48 - $20.51 $213K - $350K
17.1K $349K
NEM
Newmont Corp

Basic Materials
1.12K
+ 12.77%
$57.35 - $85.25 $63.9K - $95.1K
9.85K $830K
WMT
Walmart Inc.

Consumer Defensive
662
+ 1.38%
$94.4 - $104.27 $62.5K - $69K
48.7K $5.02M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
11.6K
+ 7.98%
$17.13 - $17.98 $199K - $209K
157K $2.8M
APH
Amphenol Corp

Technology
2.13K
New
$97.39 - $125.4 $207K - $267K
2.13K $263K
STRL
Sterling Construction CO Inc

Industrials
750
New
$222.54 - $371.84 $167K - $279K
750 $254K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.1K
+ 9.68%
$20.84 - $21.03 $252K - $254K
137K $2.86M
APPF
Appfolio Inc

Technology
873
New
$229.81 - $321.25 $201K - $280K
873 $240K
HWM
Howmet Aerospace Inc.

Industrials
1.18K
New
$171.0 - $196.23 $201K - $231K
1.18K $231K
GOOGL
Alphabet Inc.

Communication Services
922
New
$174.36 - $254.72 $161K - $235K
922 $224K
FSLR
First Solar, Inc.

Technology
1.02K
New
$160.84 - $223.53 $164K - $228K
1.02K $224K
ORCL
Oracle Corp

Technology
69
+ 2.22%
$218.96 - $328.33 $15.1K - $22.7K
3.18K $894K
MHO
M/I Homes, Inc.

Consumer Cyclical
1.4K
New
$111.91 - $157.22 $157K - $221K
1.4K $202K
AMZN
Amazon Com Inc

Consumer Cyclical
892
+ 6.7%
$211.65 - $238.24 $189K - $213K
14.2K $3.12M
META
Meta Platforms, Inc.

Communication Services
240
+ 6.45%
$695.21 - $791.73 $167K - $190K
3.96K $2.91M
PFE
Pfizer Inc

Healthcare
7
+ 0.01%
$23.29 - $25.88 $163 - $181
89K $2.27M
CVX
Chevron Corp

Energy
76
+ 1.23%
$145.57 - $161.83 $11.1K - $12.3K
6.23K $968K
GS
Goldman Sachs Group Inc

Financial Services
33
+ 7.48%
$696.56 - $806.32 $23K - $26.6K
474 $377K
Activity Summary
Buys All Purchases 59 New Holdings 26 Increased Positions 33 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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