Brendel Financial Advisors LLC Reduced Holdings in Q2 2025

Brendel Financial Advisors LLC

  • $179 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-32.5K
- 65.52%
$99.93 - $119.04 $3.25M - $3.87M
17.1K $1.85M
BRO
Brown & Brown, Inc.

Financial Services
-30.8K
- 90.39%
$104.48 - $124.43 $3.22M - $3.84M
3.28K $363K
AFL
Aflac Inc

Financial Services
-32.5K
- 88.78%
$99.77 - $112.45 $3.24M - $3.65M
4.11K $433K
SHW
Sherwin Williams CO

Basic Materials
-9K
- 21.15%
$313.51 - $363.51 $2.82M - $3.27M
33.6K $11.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-11K
- 89.45%
$248.61 - $294.96 $2.74M - $3.25M
1.3K $366K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-28.6K
- 90.39%
$86.97 - $102.82 $2.49M - $2.94M
3.04K $292K
NEM
Newmont Corp

Basic Materials
-37K
- 80.89%
$44.18 - $59.46 $1.63M - $2.2M
8.73K $509K
CB
Chubb LTD

Financial Services
-821
- 6.34%
$274.32 - $302.46 $225K - $248K
12.1K $3.51M
XLU
Utilities Sector Spdr

ETFs
-5.11K
- 42.22%
$73.09 - $82.77 $373K - $423K
6.99K $571K
ED
Consolidated Edison Inc

Utilities
-1.87K
- 31.18%
$98.05 - $113.3 $183K - $212K
4.13K $414K
XLP
Consumer Staples Sector Spdr

ETFs
-2.54K
- 27.09%
N/A
6.84K $554K
XLV
Select Sector Spdr Fund Health

ETFs
-864
- 17.42%
$128.77 - $144.3 $111K - $125K
4.1K $552K
PG
Procter & Gamble CO

Consumer Defensive
-817
- 23.57%
$157.66 - $172.39 $129K - $141K
2.65K $422K
CVX
Chevron Corp

Energy
-27
- 0.44%
$133.73 - $168.51 $3.61K - $4.55K
6.16K $882K
PEP
Pepsico Inc

Consumer Defensive
-730
- 28.58%
$128.02 - $151.37 $93.5K - $111K
1.82K $241K
AEP
American Electric Power CO Inc

Utilities
-374
- 9.88%
$98.59 - $109.11 $36.9K - $40.8K
3.41K $354K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-789
- 15.82%
$59.8 - $60.07 $47.2K - $47.4K
4.2K $251K
ATO
Atmos Energy Corp

Utilities
-227
- 1.04%
$145.06 - $162.66 $32.9K - $36.9K
21.5K $3.32M
ABT
Abbott Laboratories

Healthcare
-1.08K
- 3.29%
$123.95 - $138.08 $134K - $149K
31.8K $4.32M
CGDV
Capital Group Divid Value ETF

ETFs
-2.16K
- 12.66%
$31.93 - $39.49 $68.9K - $85.2K
14.9K $588K
VTRS
Viatris Inc

Healthcare
-618
- 5.51%
$7.26 - $9.12 $4.49K - $5.64K
10.6K $95K
CI
Cigna Corp

Healthcare
-3
- 0.33%
$301.89 - $340.04 $906 - $1.02K
912 $301K
MMM
3 M CO

Industrials
-167
- 3.41%
$126.09 - $154.15 $21.1K - $25.7K
4.73K $719K
IBEX
Ibex LTD

Technology
-1.28K
- 12.06%
$22.5 - $30.55 $28.7K - $39K
9.3K $271K
CTVA
Corteva, Inc.

Basic Materials
-395
- 9.83%
$55.52 - $74.53 $21.9K - $29.4K
3.62K $270K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-490
- 0.39%
$20.12 - $21.0 $9.86K - $10.3K
125K $2.61M
FTNT
Fortinet, Inc.

Technology
-14
- 0.51%
$84.71 - $108.69 $1.19K - $1.52K
2.71K $286K
GE
General Electric CO

Industrials
-53
- 4.67%
$166.81 - $257.39 $8.84K - $13.6K
1.08K $279K
CARR
Carrier Global Corp

Industrials
-890
- 6.32%
$55.55 - $75.83 $49.4K - $67.5K
13.2K $965K
GLD
Spdr Gold Trust

ETFs
-26
- 0.32%
$273.71 - $316.29 $7.12K - $8.22K
8.2K $2.5M
CTAS
Cintas Corp

Industrials
-674
- 2.7%
$190.11 - $227.66 $128K - $153K
24.3K $5.42M
CHWY
Chewy, Inc.

Consumer Cyclical
-6.37K
- 11.32%
$31.21 - $48.21 $199K - $307K
49.9K $2.13M
TSLA
Tesla, Inc.

Consumer Cyclical
-782
- 7.52%
$221.86 - $362.89 $173K - $284K
9.62K $3.06M
JPM
Jpmorgan Chase & CO

Financial Services
-475
- 3.55%
$210.28 - $289.91 $99.9K - $138K
12.9K $3.74M
NRG
Nrg Energy, Inc.

Utilities
-5.21K
- 23.39%
$83.61 - $162.67 $436K - $848K
17.1K $2.74M
AXP
American Express CO

Financial Services
-61
- 0.44%
$231.39 - $318.98 $14.1K - $19.5K
14K $4.45M
NFLX
Netflix Inc

Communication Services
-22
- 0.82%
$855.86 - $1339.13 $18.8K - $29.5K
2.67K $3.58M
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
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