Mendel Capital Management LLC Purchases and Sells in Q1 2025

Mendel Capital Management LLC

$163 Million
Q1 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	6.92K + 22.25%	$47.4 - $52.99 $328K - $367K	38K $1.93M
DVY	2.44K + 6.75%	$128.58 - $138.1 $314K - $337K	38.6K $5.18M
SCHD	3.82K + 0.76%	$27.01 - $28.54 $103K - $109K	505K $14.1M
FNDF	5.97K + 10.6%	$32.9 - $37.45 $196K - $224K	62.3K $2.25M
ABBV	423 + 5.84%	$169.2 - $216.66 $71.6K - $91.6K	7.67K $1.61M
AMGN	151 + 3.15%	$258.59 - $327.36 $39K - $49.4K	4.95K $1.54M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
RSP	2.18K New	$169.43 - $182.84 $369K - $398K	2.18K $377K
MCD	789 New	$279.74 - $321.29 $221K - $253K	789 $246K
COLD	9.69K New	$20.74 - $23.05 $201K - $223K	9.69K $207K

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYW	-1.43K - 1.5%	$140.44 - $166.79 $200K - $238K	94K $13.2M
MSFT	-174 - 1.59%	$375.39 - $447.2 $65.3K - $77.8K	10.8K $4.05M
ETN	-714 - 47.47%	$271.83 - $371.23 $194K - $265K	790 $214K
TGT	-224 - 3.71%	$103.65 - $142.5 $23.2K - $31.9K	5.81K $606K
GOOGL	-206 - 5.24%	$154.33 - $206.19 $31.8K - $42.5K	3.72K $575K
ESGU	-187 - 1.32%	$120.24 - $134.3 $22.5K - $25.1K	14K $1.71M

Activity Summary All Purchases 68 New Holdings 4 Increased Positions 64 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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