Mendel Capital Management LLC Incresed Positions in Q2 2025

Mendel Capital Management LLC

  • $173 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
118
+ 0.56%
$456.74 - $568.03 $53.9K - $67K
21.3K $12.1M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
409
+ 0.93%
$62.35 - $83.2 $25.5K - $34K
44.5K $3.7M
FNDF
Schwab Fundamental Intl Large

ETFs
4.14K
+ 6.65%
$32.25 - $40.02 $133K - $166K
66.4K $2.66M
EFG
Msci Eafe Growth ETF

ETFs
1.63K
+ 10.96%
$89.8 - $112.0 $146K - $182K
16.5K $1.85M
VEA
Vanguard Ftse Developed Market

ETFs
166
+ 0.44%
$45.65 - $57.01 $7.58K - $9.46K
38.2K $2.18M
LHX
L3 Harris Technologies, Inc.

Industrials
64
+ 1.36%
$200.21 - $256.99 $12.8K - $16.4K
4.78K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
69
+ 0.41%
$86.13 - $108.53 $5.94K - $7.49K
16.7K $1.82M
GOOGL
Alphabet Inc.

Communication Services
495
+ 13.29%
$144.7 - $178.6 $71.6K - $88.4K
4.22K $743K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
574
+ 4.28%
$73.02 - $90.22 $41.9K - $51.8K
14K $1.25M
AXP
American Express CO

Financial Services
70
+ 5.61%
$231.39 - $318.98 $16.2K - $22.3K
1.32K $420K
LMT
Lockheed Martin Corp

Industrials
26
+ 1.02%
$430.82 - $486.45 $11.2K - $12.6K
2.57K $1.19M
V
Visa Inc.

Financial Services
51
+ 1.43%
$308.27 - $373.31 $15.7K - $19K
3.61K $1.28M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.12K
+ 1.75%
$22.68 - $23.28 $25.3K - $26K
65K $1.51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
174
+ 2.21%
$45.88 - $54.4 $7.98K - $9.47K
8.03K $436K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6
+ 0.17%
$58.41 - $72.69 $350 - $436
3.6K $261K
KO
Coca Cola CO

Consumer Defensive
369
+ 10.79%
$68.37 - $73.9 $25.2K - $27.3K
3.79K $268K
BNDX
Vanguard Total International B

ETFs
276
+ 2.97%
$48.77 - $49.55 $13.5K - $13.7K
9.58K $474K
XOM
Exxon Mobil Corp

Energy
438
+ 16.44%
$99.93 - $119.04 $43.8K - $52.1K
3.1K $334K
DGRO
Ishares Core Dividend Growth E

ETFs
8
+ 0.13%
$55.22 - $63.94 $442 - $512
6.25K $399K
UNP
Union Pacific Corp

Industrials
63
+ 2.68%
$208.27 - $238.46 $13.1K - $15K
2.42K $555K
JEPI
J P Morgan Exchange Traded Fd

ETFs
73
+ 0.37%
$51.14 - $57.0 $3.73K - $4.16K
20K $1.14M
MCD
Mcdonalds Corp

Consumer Cyclical
18
+ 2.28%
$285.55 - $321.23 $5.14K - $5.78K
807 $235K
PG
Procter & Gamble CO

Consumer Defensive
50
+ 1.42%
$157.66 - $172.39 $7.88K - $8.62K
3.58K $570K
VZ
Verizon Communications Inc

Communication Services
393
+ 1.55%
$41.67 - $45.62 $16.4K - $17.9K
25.7K $1.11M
MRK
Merck & Co., Inc.

Healthcare
100
+ 2.02%
$73.47 - $87.12 $7.35K - $8.71K
5.05K $399K
CLX
Clorox CO

Consumer Defensive
176
+ 4.73%
$118.01 - $148.69 $20.8K - $26.2K
3.9K $468K
JNJ
Johnson & Johnson

Healthcare
134
+ 1.69%
$146.36 - $159.82 $19.6K - $21.4K
8.05K $1.23M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
4.7K
+ 940.0%
$105.72 - $1416.0 $497K - $6.66M
5.2K $580K
CVX
Chevron Corp

Energy
10
+ 0.16%
$133.73 - $168.51 $1.34K - $1.69K
6.39K $915K
AMGN
Amgen Inc

Healthcare
7
+ 0.14%
$262.28 - $309.85 $1.84K - $2.17K
4.96K $1.38M
Activity Summary
Buys All Purchases 35 New Holdings 4 Increased Positions 31 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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