Brendel Financial Advisors LLC Portfolio Holdings
Brendel Financial Advisors LLC
- $157 Million
- Q2 2024
Brendel Financial Advisors LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $157 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Sherwin Williams CO with a value of $13.2M, Exxon Mobil Corp with a value of $5.71M, Cintas Corp with a value of $4.61M, Invesco ETF Tr Ii Sr Ln ETF with a value of $3.97M, and Walmart Inc. with a value of $3.96M.
Examining the 13F form we can see an increase of $69.9M in the current position value, from $87.4M to 157M.
Below you can find more details about Brendel Financial Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$157 Million
ETFs: $29.8 Million
Financial Services: $26.2 Million
Industrials: $25.6 Million
Basic Materials: $17.5 Million
Healthcare: $13.1 Million
Consumer Cyclical: $10.5 Million
Technology: $9.98 Million
Energy: $9.6 Million
Other: $15 Million