Brendel Financial Advisors LLC Reduced Holdings in Q3 2025

Brendel Financial Advisors LLC

  • $194 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DOV
Dover Corp

Industrials
-17.9K
- 79.12%
$165.59 - $190.9 $2.96M - $3.41M
4.71K $785K
ADP
Automatic Data Processing Inc

Industrials
-10.6K
- 88.27%
$288.69 - $310.94 $3.07M - $3.31M
1.41K $414K
ABT
Abbott Laboratories

Healthcare
-24K
- 75.42%
$120.51 - $136.62 $2.89M - $3.28M
7.82K $1.05M
GWW
W.W. Grainger, Inc.

Industrials
-2.76K
- 86.32%
$932.44 - $1059.49 $2.57M - $2.92M
437 $416K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5.99K
- 83.27%
$181.56 - $190.33 $1.09M - $1.14M
1.2K $228K
Celestica Inc
-177
- 10.33%
N/A
1.54K $0
CARR
Carrier Global Corp

Industrials
-445
- 3.37%
$58.75 - $80.73 $26.1K - $35.9K
12.7K $760K
APD
Air Products & Chemicals, Inc.

Basic Materials
-550
- 42.34%
$265.78 - $299.3 $146K - $165K
749 $204K
SRLN
Ssga Active Trust

ETFs
-3.87K
- 6.05%
$41.28 - $41.65 $160K - $161K
60K $2.5M
WMB
Williams Companies, Inc.

Energy
-1.88K
- 4.66%
$56.52 - $64.01 $106K - $120K
38.4K $2.43M
SJNK
Spdr Bloomberg Short Term High

ETFs
-2.36K
- 2.26%
$25.28 - $25.63 $59.7K - $60.5K
102K $2.61M
CTVA
Corteva, Inc.

Basic Materials
-108
- 2.98%
$67.08 - $77.12 $7.24K - $8.33K
3.51K $237K
HYLS
First Tr Tactical High Yield L

ETFs
-484
- 0.73%
$41.62 - $42.32 $20.1K - $20.5K
65.8K $2.77M
ED
Consolidated Edison Inc

Utilities
-5
- 0.12%
$95.57 - $105.36 $478 - $527
4.12K $414K
MMM
3 M CO

Industrials
-81
- 1.71%
$144.41 - $160.2 $11.7K - $13K
4.64K $720K
PEP
Pepsico Inc

Consumer Defensive
-79
- 4.33%
$133.81 - $152.16 $10.6K - $12K
1.75K $245K
AEP
American Electric Power CO Inc

Utilities
-118
- 3.46%
$103.26 - $115.0 $12.2K - $13.6K
3.29K $370K
XOM
Exxon Mobil Corp

Energy
-593
- 3.47%
$105.83 - $117.22 $62.8K - $69.5K
16.5K $1.86M
FLEX
Flex Ltd.

Technology
-86
- 1.19%
$48.49 - $59.33 $4.17K - $5.1K
7.13K $413K
SHW
Sherwin Williams CO

Basic Materials
-83
- 0.25%
$330.88 - $375.23 $27.5K - $31.1K
33.5K $11.6M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-209
- 6.87%
$96.73 - $137.09 $20.2K - $28.7K
2.84K $375K
IBEX
Ibex LTD

Technology
-11
- 0.12%
$27.75 - $42.0 $305 - $462
9.29K $376K
JPM
Jpmorgan Chase & CO

Financial Services
-76
- 0.59%
$282.78 - $316.06 $21.5K - $24K
12.8K $4.04M
AAPL
Apple Inc.

Technology
-1.21K
- 7.85%
$202.38 - $256.87 $244K - $310K
14.2K $3.61M
SOFI
So Fi Technologies, Inc.

Financial Services
-22.7K
- 16.35%
$17.64 - $29.81 $401K - $678K
116K $3.07M
BAR
Granite Shares Gold Trust

ETFs
-2.22K
- 1.47%
$32.23 - $38.06 $71.5K - $84.4K
149K $5.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-881
- 9.16%
$293.94 - $444.72 $259K - $392K
8.74K $3.89M
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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