Brendel Financial Advisors LLC Sells in Q3 2024

Brendel Financial Advisors LLC

  • $176 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
-2.68K
- 84.19%
$896.19 - $1044.18 $2.4M - $2.8M
504 $524K
CI
Cigna Corp

Healthcare
-5.44K
- 83.97%
$319.12 - $367.1 $1.74M - $2M
1.04K $360K
GE
General Electric CO

Industrials
-10.4K
- 90.25%
$156.66 - $189.66 $1.63M - $1.97M
1.12K $212K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-51.4K
- 27.23%
$20.69 - $21.17 $1.06M - $1.09M
137K $2.89M
SRLN
Ssga Active Trust

ETFs
-7.04K
- 9.48%
$40.93 - $41.85 $288K - $295K
67.3K $2.81M
MRK
Merck & Co., Inc.

Healthcare
-3
- 0.01%
$111.15 - $128.97 $333 - $387
24.7K $2.8M
HYLS
First Tr Tactical High Yield L

ETFs
-8.45K
- 10.81%
$40.54 - $42.23 $343K - $357K
69.8K $2.93M
SJNK
Spdr Bloomberg Short Term High

ETFs
-13.1K
- 10.49%
$24.8 - $25.75 $324K - $337K
112K $2.87M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-17.8K
- 10.44%
$17.02 - $18.39 $303K - $327K
153K $2.79M
CVX
Chevron Corp

Energy
-572
- 7.07%
$137.88 - $161.97 $78.9K - $92.6K
7.52K $1.11M
LOW
Lowes Companies Inc

Consumer Cyclical
-376
- 24.82%
$213.3 - $270.78 $80.2K - $102K
1.14K $308K
NVDA
Nvidia Corp

Technology
-48
- 0.95%
$98.91 - $134.91 $4.75K - $6.48K
5.01K $609K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-61
- 3.68%
$434.77 - $502.96 $26.5K - $30.7K
1.6K $778K
LMB
Limbach Holdings, Inc.

Industrials
-1.17K
- 28.9%
$52.49 - $78.0 $61.4K - $91.3K
2.88K $218K
XOM
Exxon Mobil Corp

Energy
-874
- 1.76%
$109.72 - $119.0 $95.9K - $104K
48.7K $5.71M
PEP
Pepsico Inc

Consumer Defensive
-42
- 1.56%
$161.9 - $179.3 $6.8K - $7.53K
2.65K $451K
CTVA
Corteva, Inc.

Basic Materials
-222
- 4.72%
$50.72 - $58.78 $11.3K - $13K
4.48K $263K
AJG
Arthur J. Gallagher & Co.

Financial Services
-578
- 7.43%
$259.22 - $299.75 $150K - $173K
7.2K $2.03M
XLC
Select Sector Spdr Tr Communic

ETFs
-351
- 3.97%
$82.16 - $90.4 $28.8K - $31.7K
8.48K $767K
IWM
Ishares Russell 2000 ETF

ETFs
-129
- 3.58%
$200.87 - $224.6 $25.9K - $29K
3.47K $767K
IWD
Ishares Russell 1000 Val ETF

ETFs
-141
- 3.47%
$173.36 - $189.8 $24.4K - $26.8K
3.92K $745K
BMY
Bristol Myers Squibb CO

Healthcare
-113
- 2.3%
$39.66 - $51.75 $4.48K - $5.85K
4.81K $249K
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
-328
- 2.81%
$55.15 - $64.23 $18.1K - $21.1K
11.3K $728K
RTX
Raytheon Technologies Corp

Industrials
-7
- 0.19%
$99.55 - $123.34 $697 - $863
3.67K $445K
ANET
Arista Networks, Inc.

Technology
-298
- 5.14%
$311.42 - $388.21 $92.8K - $116K
5.5K $2.11M
JPM
Jpmorgan Chase & CO

Financial Services
-55
- 0.41%
$194.9 - $224.8 $10.7K - $12.4K
13.4K $2.82M
AAPL
Apple Inc.

Technology
-404
- 3.12%
$207.23 - $234.82 $83.7K - $94.9K
12.5K $2.92M
AOS
Smith A O Corp

Industrials
-275
- 0.69%
$76.95 - $91.98 $21.2K - $25.3K
39.8K $3.57M
CB
Chubb LTD

Financial Services
-58
- 0.46%
$252.51 - $292.2 $14.6K - $16.9K
12.6K $3.63M
BRO
Brown & Brown, Inc.

Financial Services
-716
- 1.95%
$89.11 - $105.82 $63.8K - $75.8K
36.1K $3.74M
SPGI
S&P Global Inc.

Financial Services
-71
- 0.9%
$446.32 - $527.38 $31.7K - $37.4K
7.81K $4.03M
NEE
Nextera Energy Inc

Utilities
-356
- 0.67%
$69.9 - $84.97 $24.9K - $30.2K
52.8K $4.46M
AFL
Aflac Inc

Financial Services
-689
- 1.75%
$88.52 - $111.8 $61K - $77K
38.6K $4.31M
SHW
Sherwin Williams CO

Basic Materials
-777
- 1.76%
$294.65 - $384.0 $229K - $298K
43.4K $16.6M
Activity Summary
Buys All Purchases 36 New Holdings 12 Increased Positions 24 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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