Brendel Financial Advisors LLC Incresed Positions 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
IBM
International Business Machines Corp

Technology
13.2K
+ 539.97%
$234.77 - $292.47 $3.11M - $3.87M
15.7K $4.43M
ITW
Illinois Tool Works Inc

Industrials
13K
+ 1328.62%
$252.31 - $269.41 $3.27M - $3.49M
13.9K $3.63M
AFL
Aflac Inc

Financial Services
29.3K
+ 713.49%
$98.09 - $111.7 $2.87M - $3.27M
33.4K $3.73M
PLTR
Palantir Technologies Inc.

Technology
871
+ 3.82%
$130.68 - $186.97 $114K - $163K
23.7K $4.32M
GOOG
Alphabet Inc.

Communication Services
1.34K
+ 10.72%
$175.16 - $255.24 $235K - $343K
13.9K $3.38M
JNJ
Johnson & Johnson

Healthcare
905
+ 3.55%
$155.17 - $185.42 $140K - $168K
26.4K $4.89M
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
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
MSFT
Microsoft Corp

Technology
341
+ 4.02%
$491.09 - $535.64 $167K - $183K
8.82K $4.57M
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
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.1K
+ 9.68%
$20.84 - $21.03 $252K - $254K
137K $2.86M
ORCL
Oracle Corp

Technology
69
+ 2.22%
$218.96 - $328.33 $15.1K - $22.7K
3.18K $894K
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
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.35%
$144.19 - $167.33 $1.3K - $1.51K
2.62K $437K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.04%
$150.47 - $161.22 $150 - $161
2.65K $407K
FTNT
Fortinet, Inc.

Technology
506
+ 18.7%
$74.39 - $107.65 $37.6K - $54.5K
3.21K $270K
ARCC
Ares Capital Corp

Financial Services
1.54K
+ 1.28%
$20.41 - $23.25 $31.5K - $35.8K
122K $2.49M
NFLX
Netflix Inc

Communication Services
129
+ 4.83%
$1147.87 - $1297.18 $148K - $167K
2.8K $3.36M
SPGI
S&P Global Inc.

Financial Services
107
+ 1.39%
$484.94 - $564.15 $51.9K - $60.4K
7.79K $3.79M
CTAS
Cintas Corp

Industrials
325
+ 1.34%
$199.29 - $226.27 $64.8K - $73.5K
24.6K $5.06M
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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