Brendel Financial Advisors LLC Closed Holding Positions

Brendel Financial Advisors LLC

  • $165 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AMT
American Tower Corp

Real Estate
Q4 2021 Filed on Feb 10, 2022
1,314
$257.53 - $292.5 $338K - $384K
BLK
Black Rock Inc.

Financial Services
Q4 2021 Filed on Feb 10, 2022
362
$825.56 - $971.49 $299K - $352K
SEDG
Solaredge Technologies, Inc.

Technology
Q4 2021 Filed on Feb 10, 2022
1,191
$255.27 - $368.33 $304K - $439K
KOPN
Kopin Corp

Technology
Q3 2021 Filed on Oct 26, 2021
50
$4.96 - $7.94 $248 - $397
KSU
Kansas City Southern

Industrials
Q3 2021 Filed on Oct 26, 2021
150
N/A
KMI
Kinder Morgan, Inc.

Energy
Q3 2021 Filed on Oct 26, 2021
3,881
$15.68 - $18.67 $60.9K - $72.5K
NIO
Nio Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
200
$34.9 - $50.9 $6.98K - $10.2K
LHX
L3 Harris Technologies, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
254
$218.23 - $234.5 $55.4K - $59.6K
NCR
Ncr Corp

Technology
Q3 2021 Filed on Oct 26, 2021
20
$37.53 - $47.59 $751 - $952
MDLZ
Mondelez International, Inc.

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
1,660
$58.18 - $65.23 $96.6K - $108K
MTCH
Match Group, Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
13
$130.97 - $165.86 $1.7K - $2.16K
MAR
Marriott International Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
6
$130.0 - $154.32 $780 - $926
MFC
Manulife Financial Corp

Financial Services
Q3 2021 Filed on Oct 26, 2021
500
$18.46 - $20.45 $9.23K - $10.2K
MDU
Mdu Resources Group Inc

Industrials
Q3 2021 Filed on Oct 26, 2021
1,000
$29.35 - $33.2 $29.4K - $33.2K
LMT
Lockheed Martin Corp

Industrials
Q3 2021 Filed on Oct 26, 2021
687
$336.05 - $383.48 $231K - $263K
LYV
Live Nation Entertainment, Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
20
$74.79 - $93.64 $1.5K - $1.87K
EL
Estee Lauder Companies Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
400
$299.93 - $344.31 $120K - $138K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
600
$256.44 - $277.04 $154K - $166K
EEM
Ishares Msci Emerging Markets

ETFs
Q3 2021 Filed on Oct 26, 2021
540
$49.5 - $54.84 $26.7K - $29.6K
FV
First Trust Dorsey Wright Focu

ETFs
Q3 2021 Filed on Oct 26, 2021
107,422
$45.18 - $48.46 $4.85M - $5.21M
FXO
First Tr Exchange Traded Fd Fi

ETFs
Q3 2021 Filed on Oct 26, 2021
1,201
$41.42 - $46.05 $49.7K - $55.3K
FDX
Fedex Corp

Industrials
Q3 2021 Filed on Oct 26, 2021
740
$219.29 - $299.67 $162K - $222K
FANH
Fanhua Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
3,400
$11.0 - $15.37 $37.4K - $52.3K
ES
Eversource Energy

Utilities
Q3 2021 Filed on Oct 26, 2021
787
$79.86 - $92.62 $62.8K - $72.9K
EA
Electronic Arts Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
35
$126.4 - $146.6 $4.42K - $5.13K
EMN
Eastman Chemical CO

Basic Materials
Q3 2021 Filed on Oct 26, 2021
956
$99.18 - $116.92 $94.8K - $112K
DUK
Duke Energy Corp

Utilities
Q3 2021 Filed on Oct 26, 2021
724
$97.05 - $107.93 $70.3K - $78.1K
DS
Drive Shack Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
166,893
$2.33 - $3.22 $389K - $537K
DIS
Walt Disney CO

Communication Services
Q3 2021 Filed on Oct 26, 2021
466
$169.17 - $185.91 $78.8K - $86.6K
DELL
Dell Technologies Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
149
$46.78 - $53.41 $6.97K - $7.96K
NFRA
Flexshares Stoxx Global Broad

ETFs
Q3 2021 Filed on Oct 26, 2021
103
$55.78 - $59.7 $5.75K - $6.15K
OGN
Organon & Co.

Healthcare
Q3 2021 Filed on Oct 26, 2021
2,360
$28.63 - $35.64 $67.6K - $84.1K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
1,800
$89.42 - $103.33 $161K - $186K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 26, 2021
9
$327.01 - $348.95 $2.94K - $3.14K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
Q3 2021 Filed on Oct 26, 2021
472
$13.46 - $14.14 $6.35K - $6.67K
INTC
Intel Corp

Technology
Q3 2021 Filed on Oct 26, 2021
1,287
$52.01 - $56.87 $66.9K - $73.2K
HSY
Hershey CO

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
400
$168.68 - $182.13 $67.5K - $72.9K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
1,184
$33.31 - $37.36 $39.4K - $44.2K
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
168
$36.61 - $46.99 $6.15K - $7.89K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
748
$17.16 - $20.68 $12.8K - $15.5K
LIT
Global X Fds Global X Lithium

ETFs
Q3 2021 Filed on Oct 26, 2021
850
$72.05 - $87.02 $61.2K - $74K
SNA
Snap On Inc

Industrials
Q3 2021 Filed on Oct 26, 2021
115
$208.95 - $231.63 $24K - $26.6K
PAVE
Global X Fds Us Infrastructure

ETFs
Q3 2021 Filed on Oct 26, 2021
50
$24.68 - $27.63 $1.23K - $1.38K
FCX
Freeport Mcmoran Inc

Basic Materials
Q3 2021 Filed on Oct 26, 2021
1,324
$30.48 - $38.73 $40.4K - $51.3K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 26, 2021
12
$73.5 - $92.23 $882 - $1.11K
CRSP
Crispr Therapeutics Ag

Healthcare
Q3 2021 Filed on Oct 26, 2021
3
$110.2 - $156.64 $331 - $470
UAL
United Airlines Holdings, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
500
$43.46 - $53.08 $21.7K - $26.5K
TYME
Tyme Technologies, Inc.
Q3 2021 Filed on Oct 26, 2021
500
$0.99 - $1.38 $495 - $690
TRMB
Trimble Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
717
$78.71 - $95.72 $56.4K - $68.6K
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