Brendel Financial Advisors LLC Purchases in Q4 2024

Brendel Financial Advisors LLC

  • $165 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
2.5K
+ 496.63%
$1023.06 - $1220.93 $2.56M - $3.06M
3.01K $3.17M
Arista Networks Inc
21.2K
New
N/A
21.2K $2.34M
CRM
Salesforce, Inc.

Technology
6.23K
New
$270.87 - $367.87 $1.69M - $2.29M
6.23K $2.08M
BSX
Boston Scientific Corp

Healthcare
22.8K
New
$83.62 - $91.5 $1.91M - $2.09M
22.8K $2.04M
ISRG
Intuitive Surgical Inc

Healthcare
3.84K
New
$471.27 - $550.62 $1.81M - $2.11M
3.84K $2M
NOW
Service Now, Inc.

Technology
1.72K
New
$867.18 - $1148.42 $1.49M - $1.98M
1.72K $1.82M
CGDV
Capital Group Divid Value ETF

ETFs
18.6K
New
$35.16 - $37.12 $653K - $689K
18.6K $655K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
14.5K
New
$42.89 - $48.05 $623K - $697K
14.5K $654K
AMZN
Amazon Com Inc

Consumer Cyclical
312
+ 2.37%
$180.88 - $232.93 $56.4K - $72.7K
13.5K $2.95M
PLTR
Palantir Technologies Inc.

Technology
373
+ 3.77%
$36.46 - $82.38 $13.6K - $30.7K
10.3K $777K
FTNT
Fortinet, Inc.

Technology
2.72K
New
$76.49 - $99.21 $208K - $270K
2.72K $257K
VRT
Vertiv Holdings CO

Industrials
2.11K
New
N/A
2.11K $240K
FIX
Comfort Systems Usa Inc

Industrials
488
New
$370.68 - $504.12 $181K - $246K
488 $207K
HON
Honeywell International Inc

Industrials
905
New
$202.84 - $236.0 $184K - $214K
905 $204K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.91K
New
$106.56 - $113.11 $204K - $216K
1.91K $204K
ARCC
Ares Capital Corp

Financial Services
2.63K
+ 2.62%
$20.74 - $22.27 $54.5K - $58.5K
103K $2.25M
ATOM
Atomera Inc

Technology
10.7K
New
$2.46 - $14.27 $26.4K - $153K
10.7K $124K
MSFT
Microsoft Corp

Technology
312
+ 3.92%
$406.35 - $454.46 $127K - $142K
8.28K $3.49M
AJG
Arthur J. Gallagher & Co.

Financial Services
38
+ 0.53%
$278.49 - $315.16 $10.6K - $12K
7.24K $2.05M
UEC
Uranium Energy Corp

Energy
25
+ 0.17%
$6.55 - $8.6 $164 - $215
14.9K $100K
RTX
Raytheon Technologies Corp

Industrials
59
+ 1.61%
$114.45 - $127.21 $6.75K - $7.51K
3.73K $432K
CARR
Carrier Global Corp

Industrials
1.25K
+ 8.1%
$66.69 - $82.65 $83.2K - $103K
16.6K $1.14M
Activity Summary
Buys All Purchases 23 New Holdings 13 Increased Positions 10 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brendel Financial Advisors LLC Portfolio

Follow Brendel Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brendel Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Brendel Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email