Brendel Financial Advisors LLC Portfolio Holdings
Brendel Financial Advisors LLC
- $176 Million
- Q3 2024
Brendel Financial Advisors LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $176 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sherwin Williams CO with a value of $16.6M, Exxon Mobil Corp with a value of $5.71M, Cintas Corp with a value of $5.33M, Walmart Inc. with a value of $4.77M, and Nextera Energy Inc with a value of $4.46M.
Examining the 13F form we can see an increase of $19.1M in the current position value, from $157M to 176M.
Below you can find more details about Brendel Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$176 Million
Financial Services: $32.2 Million
ETFs: $28.8 Million
Industrials: $25.4 Million
Basic Materials: $21.5 Million
Healthcare: $14.9 Million
Consumer Cyclical: $14.1 Million
Technology: $12.7 Million
Energy: $9.68 Million
Other: $17.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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