Mendel Capital Management LLC Incresed Positions in Q4 2024

Mendel Capital Management LLC

  • $163 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.72K
+ 30.47%
$521.84 - $558.82 $2.46M - $2.64M
20.2K $10.9M
AAPL
Apple Inc.

Technology
95
+ 0.38%
$221.69 - $259.02 $21.1K - $24.6K
25.3K $6.34M
GOOGL
Alphabet Inc.

Communication Services
1.52K
+ 62.94%
$161.86 - $196.66 $246K - $299K
3.93K $743K
XLC
Select Sector Spdr Tr Communic

ETFs
2.45K
+ 18.29%
$89.66 - $102.16 $220K - $251K
15.9K $1.54M
JPM
Jpmorgan Chase & CO

Financial Services
206
+ 2.32%
$205.18 - $250.29 $42.3K - $51.6K
9.09K $2.18M
GS
Goldman Sachs Group Inc

Financial Services
276
+ 19.15%
$486.1 - $608.57 $134K - $168K
1.72K $983K
XLY
Select Sector Spdr Consumer Di

ETFs
757
+ 18.77%
$194.8 - $239.43 $147K - $181K
4.79K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
155
+ 2.74%
$180.88 - $232.93 $28K - $36.1K
5.82K $1.28M
NVDA
Nvidia Corp

Technology
437
+ 3.85%
$117.0 - $148.88 $51.1K - $65.1K
11.8K $1.58M
V
Visa Inc.

Financial Services
139
+ 4.12%
$273.87 - $320.91 $38.1K - $44.6K
3.52K $1.11M
ADP
Automatic Data Processing Inc

Industrials
26
+ 0.39%
$280.08 - $307.97 $7.28K - $8.01K
6.77K $1.98M
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.5K
+ 119.21%
$25.33 - $51.16 $647K - $1.31M
47K $1.21M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
2.24K
+ 5.63%
$74.69 - $79.24 $167K - $177K
42K $3.17M
VIG
Vanguard Dividend Appreciation

ETFs
575
+ 0.95%
N/A
61K $11.1M
FDX
Fedex Corp

Industrials
152
+ 2.9%
$260.5 - $305.15 $39.6K - $46.4K
5.4K $1.52M
IVV
Ishares Core S&P 500 ETF

ETFs
58
+ 2.56%
$570.51 - $610.59 $33.1K - $35.4K
2.33K $1.37M
AXP
American Express CO

Financial Services
71
+ 5.95%
$267.35 - $305.57 $19K - $21.7K
1.26K $375K
CVX
Chevron Corp

Energy
434
+ 8.14%
$141.15 - $162.53 $61.3K - $70.5K
5.77K $835K
TROW
Price T Rowe Group Inc

Financial Services
250
+ 4.84%
$106.48 - $124.69 $26.6K - $31.2K
5.41K $612K
PH
Parker Hannifin Corp

Industrials
56
+ 2.2%
$621.74 - $709.46 $34.8K - $39.7K
2.6K $1.65M
CLX
Clorox CO

Consumer Defensive
278
+ 8.52%
$156.51 - $169.74 $43.5K - $47.2K
3.54K $574K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
687
+ 3.59%
$112.69 - $123.97 $77.4K - $85.2K
19.8K $2.23M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.18%
$124.61 - $133.96 $3.12K - $3.35K
14.2K $1.83M
GWW
W.W. Grainger, Inc.

Industrials
1
+ 0.07%
$1023.06 - $1220.93 $1.02K - $1.22K
1.52K $1.61M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
139
+ 1.8%
$53.94 - $58.15 $7.5K - $8.08K
7.86K $442K
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 1.65%
$567.81 - $607.81 $5.68K - $6.08K
616 $361K
SYK
Stryker Corp

Healthcare
53
+ 1.11%
$345.14 - $392.15 $18.3K - $20.8K
4.85K $1.74M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12.3K
+ 205.93%
$27.54 - $83.04 $338K - $1.02M
18.2K $504K
IBM
International Business Machines Corp

Technology
83
+ 0.86%
$204.9 - $238.04 $17K - $19.8K
9.68K $2.13M
BNDX
Vanguard Total International B

ETFs
157
+ 2.23%
$48.91 - $50.61 $7.68K - $7.95K
7.2K $352K
UNP
Union Pacific Corp

Industrials
133
+ 6.79%
$223.15 - $249.32 $29.7K - $33.2K
2.09K $477K
DGRO
Ishares Core Dividend Growth E

ETFs
9
+ 0.14%
$60.73 - $64.94 $547 - $584
6.23K $382K
PG
Procter & Gamble CO

Consumer Defensive
55
+ 1.73%
$161.05 - $179.7 $8.86K - $9.88K
3.24K $542K
CNS
Cohen & Steers, Inc.

Financial Services
84
+ 1.87%
$90.53 - $106.6 $7.6K - $8.95K
4.58K $422K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
86
+ 0.57%
$42.33 - $43.3 $3.64K - $3.72K
15.3K $650K
LOW
Lowes Companies Inc

Consumer Cyclical
91
+ 6.64%
$244.52 - $284.07 $22.3K - $25.9K
1.46K $360K
XOM
Exxon Mobil Corp

Energy
103
+ 4.3%
$105.51 - $125.37 $10.9K - $12.9K
2.5K $268K
AOM
Ishares Tr Core Moderate Alloc

ETFs
23
+ 0.23%
$43.44 - $45.05 $999 - $1.04K
10.1K $437K
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 2.46%
$385.02 - $431.37 $31.2K - $34.9K
3.38K $1.31M
SBUX
Starbucks Corp

Consumer Cyclical
101
+ 1.8%
$87.44 - $102.5 $8.83K - $10.4K
5.72K $521K
SPGI
S&P Global Inc.

Financial Services
9
+ 0.52%
$480.36 - $529.17 $4.32K - $4.76K
1.75K $870K
KO
Coca Cola CO

Consumer Defensive
16
+ 0.47%
$61.74 - $71.71 $988 - $1.15K
3.42K $212K
SCHR
Schwab Intermediate Term Us Tr

ETFs
31.2K
+ 98.07%
$24.19 - $50.58 $754K - $1.58M
63K $1.53M
QCOM
Qualcomm Inc

Technology
103
+ 1.61%
$150.4 - $178.04 $15.5K - $18.3K
6.49K $997K
LHX
L3 Harris Technologies, Inc.

Industrials
149
+ 3.36%
$208.94 - $264.22 $31.1K - $39.4K
4.58K $963K
VZ
Verizon Communications Inc

Communication Services
432
+ 1.86%
$39.6 - $45.21 $17.1K - $19.5K
23.7K $945K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3
+ 0.02%
$75.65 - $83.47 $227 - $250
13.7K $1.04M
AFL
Aflac Inc

Financial Services
74
+ 0.51%
$100.37 - $115.27 $7.43K - $8.53K
14.6K $1.51M
DVY
Ishares Tr

ETFs
30
+ 0.08%
$129.55 - $143.41 $3.89K - $4.3K
36.1K $4.74M
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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