Brendel Financial Advisors LLC Portfolio Holdings
Brendel Financial Advisors LLC
- $194 Million
- Q3 2025
Brendel Financial Advisors LLC has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $194 Million distributed in 102 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sherwin Williams CO with a value of $11.6M, Granite Shares Gold Trust with a value of $5.67M, Abb Vie Inc. with a value of $5.3M, Cintas Corp with a value of $5.06M, and Walmart Inc. with a value of $5.02M.
Examining the 13F form we can see an increase of $15.3M in the current position value, from $179M to 194M.
Below you can find more details about Brendel Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$194 Million
Industrials: $32 Million
Financial Services: $31.6 Million
ETFs: $28.5 Million
Technology: $27.2 Million
Basic Materials: $17 Million
Healthcare: $16.2 Million
Consumer Cyclical: $9.9 Million
Communication Services: $9.87 Million
Other: $21.5 Million