Brendel Financial Advisors LLC Closed Holding Positions

Brendel Financial Advisors LLC

  • $165 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
13
$466.02 - $540.47 $6.06K - $7.03K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
15
$364.23 - $432.61 $5.46K - $6.49K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
9
$574.03 - $680.96 $5.17K - $6.13K
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2021 Filed on Oct 26, 2021
10,981
$145.25 - $178.97 $1.59M - $1.97M
EXPD
Expeditors International Of Washington Inc

Industrials
Q3 2021 Filed on Oct 26, 2021
1,174
$119.13 - $130.36 $140K - $153K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
Q3 2021 Filed on Oct 26, 2021
877
$61.72 - $68.76 $54.1K - $60.3K
GRWG
Grow Generation Corp.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
122
$24.67 - $51.48 $3.01K - $6.28K
IGF
Ishares Global Infrastructure

ETFs
Q3 2021 Filed on Oct 26, 2021
21
$44.87 - $47.47 $942 - $997
HD
Home Depot, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
825
$317.05 - $341.41 $262K - $282K
DE
Deere & CO

Industrials
Q3 2021 Filed on Oct 26, 2021
361
$334.95 - $389.34 $121K - $141K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
Q3 2021 Filed on Oct 26, 2021
336
$32.46 - $35.87 $10.9K - $12.1K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q3 2021 Filed on Oct 26, 2021
577
$73.87 - $92.86 $42.6K - $53.6K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
1
$272.07 - $292.68 $272 - $293
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
Q3 2021 Filed on Oct 26, 2021
838
$81.86 - $87.72 $68.6K - $73.5K
TDY
Teledyne Technologies Inc

Technology
Q3 2021 Filed on Oct 26, 2021
64
$418.06 - $463.38 $26.8K - $29.7K
AWK
American Water Works Company, Inc.

Utilities
Q3 2021 Filed on Oct 26, 2021
1,670
$155.57 - $188.75 $260K - $315K
VKQ
Invesco Municipal Trust

Financial Services
Q3 2021 Filed on Oct 26, 2021
5,637
$13.4 - $14.12 $75.5K - $79.6K
ECL
Ecolab Inc.

Basic Materials
Q3 2021 Filed on Oct 26, 2021
453
$208.62 - $229.6 $94.5K - $104K
SPG
Simon Property Group Inc

Real Estate
Q3 2021 Filed on Oct 26, 2021
371
$117.19 - $136.42 $43.5K - $50.6K
MKC
Mccormick & CO Inc

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
930
$81.03 - $88.61 $75.4K - $82.4K
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q3 2021 Filed on Oct 26, 2021
442
$283.28 - $305.94 $125K - $135K
General Electric CO
Q3 2021 Filed on Oct 26, 2021
8,600
N/A
WSM
Williams Sonoma Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
100
$151.7 - $194.46 $15.2K - $19.4K
Federal Rlty Invt Tr
Q3 2021 Filed on Oct 26, 2021
264
N/A
T
At&T Inc.

Communication Services
Q3 2021 Filed on Oct 26, 2021
7,176
$20.36 - $22.08 $146K - $158K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
Q3 2021 Filed on Oct 26, 2021
63,722
$78.01 - $89.68 $4.97M - $5.71M
FCG
First Tr Exchange Traded Fd

ETFs
Q3 2021 Filed on Oct 26, 2021
124
$12.34 - $17.07 $1.53K - $2.12K
FXD
First Tr Exchange Traded Fd

ETFs
Q3 2021 Filed on Oct 26, 2021
16,110
$58.02 - $62.89 $935K - $1.01M
GLW
Corning Inc

Technology
Q3 2021 Filed on Oct 26, 2021
1,000
$36.49 - $41.86 $36.5K - $41.9K
BDX
Becton Dickinson & CO

Healthcare
Q3 2021 Filed on Oct 26, 2021
440
$232.72 - $256.47 $102K - $113K
BIIB
Biogen Inc.

Healthcare
Q3 2021 Filed on Oct 26, 2021
48
$282.99 - $369.05 $13.6K - $17.7K
BBW
Build A Bear Workshop Inc

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
32,279
$14.22 - $18.75 $459K - $605K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
Q3 2021 Filed on Oct 26, 2021
665
$14.51 - $15.14 $9.65K - $10.1K
BLNK
Blink Charging Co.

Industrials
Q3 2021 Filed on Oct 26, 2021
25
$27.95 - $39.78 $699 - $995
BA
Boeing CO

Industrials
Q3 2021 Filed on Oct 26, 2021
14
$206.99 - $239.73 $2.9K - $3.36K
BTI
British American Tobacco P.L.C.

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
54
$35.28 - $39.52 $1.91K - $2.13K
CSQ
Calamos Strategic Total Return Fund

Financial Services
Q3 2021 Filed on Oct 26, 2021
81
$17.72 - $18.91 $1.44K - $1.53K
CGC
Canopy Growth Corp

Healthcare
Q3 2021 Filed on Oct 26, 2021
100
$13.52 - $23.95 $1.35K - $2.4K
CBAT
Cbak Energy Technology, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
200
$2.33 - $4.46 $466 - $892
CNP
Centerpoint Energy Inc

Utilities
Q3 2021 Filed on Oct 26, 2021
2,000
$24.43 - $26.9 $48.9K - $53.8K
COIN
Coinbase Global, Inc.

Technology
Q3 2021 Filed on Oct 26, 2021
3
$220.61 - $280.47 $662 - $841
CHWY
Chewy, Inc.

Consumer Cyclical
Q3 2021 Filed on Oct 26, 2021
50
$67.71 - $95.7 $3.39K - $4.79K
CLIR
Clear Sign Technologies Corp

Industrials
Q3 2021 Filed on Oct 26, 2021
96,324
$2.0 - $4.9 $193K - $472K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
Q3 2021 Filed on Oct 26, 2021
300
$51.99 - $58.94 $15.6K - $17.7K
CMCSA
Comcast Corp

Communication Services
Q3 2021 Filed on Oct 26, 2021
1,562
$54.75 - $61.75 $85.5K - $96.5K
COP
Conocophillips

Energy
Q3 2021 Filed on Oct 26, 2021
626
$52.44 - $68.04 $32.8K - $42.6K
BP
Bp PLC

Energy
Q3 2021 Filed on Oct 26, 2021
3,184
$23.09 - $27.33 $73.5K - $87K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q3 2021 Filed on Oct 26, 2021
124
$182.26 - $209.07 $22.6K - $25.9K
WMS
Advanced Drainage Systems, Inc.

Industrials
Q3 2021 Filed on Oct 26, 2021
505
$105.78 - $122.4 $53.4K - $61.8K
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