Mendel Capital Management LLC Incresed Positions in Q1 2025

Mendel Capital Management LLC

  • $163 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
6.92K
+ 22.25%
$47.4 - $52.99 $328K - $367K
38K $1.93M
DVY
Ishares Tr

ETFs
2.44K
+ 6.75%
$128.58 - $138.1 $314K - $337K
38.6K $5.18M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.82K
+ 0.76%
$27.01 - $28.54 $103K - $109K
505K $14.1M
FNDF
Schwab Fundamental Intl Large

ETFs
5.97K
+ 10.6%
$32.9 - $37.45 $196K - $224K
62.3K $2.25M
ABBV
Abb Vie Inc.

Healthcare
423
+ 5.84%
$169.2 - $216.66 $71.6K - $91.6K
7.67K $1.61M
AMGN
Amgen Inc

Healthcare
151
+ 3.15%
$258.59 - $327.36 $39K - $49.4K
4.95K $1.54M
IBM
International Business Machines Corp

Technology
11
+ 0.11%
$217.4 - $264.74 $2.39K - $2.91K
9.7K $2.41M
VIG
Vanguard Dividend Appreciation

ETFs
1.54K
+ 2.52%
N/A
62.6K $11.4M
EFG
Msci Eafe Growth ETF

ETFs
2.05K
+ 15.96%
$96.1 - $106.37 $197K - $218K
14.9K $1.49M
KR
Kroger CO

Consumer Defensive
527
+ 1.65%
$58.36 - $67.72 $30.8K - $35.7K
32.4K $2.19M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.91K
+ 13.92%
$54.27 - $63.81 $103K - $122K
15.6K $995K
VZ
Verizon Communications Inc

Communication Services
1.65K
+ 6.98%
$37.81 - $46.49 $62.5K - $76.8K
25.3K $1.15M
JNJ
Johnson & Johnson

Healthcare
121
+ 1.55%
$142.06 - $167.7 $17.2K - $20.3K
7.92K $1.31M
AMT
American Tower Corp

Real Estate
256
+ 8.61%
$173.46 - $217.6 $44.4K - $55.7K
3.23K $702K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
809
+ 6.76%
$97.25 - $104.79 $78.7K - $84.8K
12.8K $1.33M
V
Visa Inc.

Financial Services
39
+ 1.11%
$306.92 - $362.71 $12K - $14.1K
3.56K $1.25M
HD
Home Depot, Inc.

Consumer Cyclical
570
+ 16.86%
$347.25 - $424.87 $198K - $242K
3.95K $1.45M
QCOM
Qualcomm Inc

Technology
826
+ 12.72%
$151.94 - $175.86 $126K - $145K
7.32K $1.12M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.98K
+ 21.25%
$23.16 - $27.04 $231K - $270K
57K $1.33M
AFL
Aflac Inc

Financial Services
1
+ 0.01%
$100.99 - $111.19 $101 - $111
14.6K $1.62M
BNDX
Vanguard Total International B

ETFs
2.11K
+ 29.28%
$48.33 - $49.5 $102K - $104K
9.3K $454K
ADP
Automatic Data Processing Inc

Industrials
25
+ 0.37%
$286.85 - $318.64 $7.17K - $7.97K
6.79K $2.07M
SYK
Stryker Corp

Healthcare
81
+ 1.67%
$355.18 - $399.9 $28.8K - $32.4K
4.93K $1.83M
UNP
Union Pacific Corp

Industrials
260
+ 12.42%
$225.21 - $254.42 $58.6K - $66.1K
2.35K $555K
JPM
Jpmorgan Chase & CO

Financial Services
105
+ 1.15%
$225.19 - $279.95 $23.6K - $29.4K
9.2K $2.26M
XLC
Select Sector Spdr Tr Communic

ETFs
795
+ 5.01%
$94.84 - $105.31 $75.4K - $83.7K
16.7K $1.61M
PG
Procter & Gamble CO

Consumer Defensive
296
+ 9.15%
$158.56 - $176.26 $46.9K - $52.2K
3.53K $601K
UNH
Unitedhealth Group Inc

Healthcare
60
+ 5.91%
$461.52 - $548.18 $27.7K - $32.9K
1.08K $563K
XOM
Exxon Mobil Corp

Energy
168
+ 6.73%
$105.44 - $118.93 $17.7K - $20K
2.66K $316K
SBUX
Starbucks Corp

Consumer Cyclical
37
+ 0.65%
$91.75 - $115.81 $3.39K - $4.28K
5.76K $564K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
2.05K
+ 4.87%
$72.31 - $80.69 $148K - $165K
44.1K $3.21M
SCHR
Schwab Intermediate Term Us Tr

ETFs
124
+ 0.2%
$24.05 - $24.86 $2.98K - $3.08K
63.1K $1.57M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7
+ 0.01%
$22.46 - $23.26 $157 - $163
63.9K $1.48M
LHX
L3 Harris Technologies, Inc.

Industrials
139
+ 3.03%
$194.65 - $222.86 $27.1K - $31K
4.72K $987K
SPGI
S&P Global Inc.

Financial Services
8
+ 0.46%
$478.26 - $543.77 $3.83K - $4.35K
1.76K $892K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
455
+ 2.98%
$42.38 - $43.28 $19.3K - $19.7K
15.7K $668K
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.51%
$58.74 - $64.87 $1.06K - $1.17K
3.56K $219K
FTCS
First Trust Capital Strength E

ETFs
2
+ 0.09%
$86.39 - $91.35 $173 - $183
2.3K $205K
DGRO
Ishares Core Dividend Growth E

ETFs
8
+ 0.13%
$60.46 - $64.42 $484 - $515
6.24K $385K
LUV
Southwest Airlines CO

Industrials
1
+ 0.01%
$28.18 - $34.84 $28.2 - $34.8
6.81K $228K
Blackrock Inc
1
+ 0.1%
N/A
1.01K $0
SWK
Stanley Black & Decker, Inc.

Industrials
129
+ 4.26%
$76.43 - $90.41 $9.86K - $11.7K
3.16K $242K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
129
+ 3.72%
$64.88 - $72.1 $8.37K - $9.3K
3.59K $236K
OZK
Bank Ozk

Financial Services
4
+ 0.08%
$41.71 - $53.1 $167 - $212
5.18K $225K
JEPI
J P Morgan Exchange Traded Fd

ETFs
20
+ 0.1%
$56.17 - $59.71 $1.12K - $1.19K
19.9K $1.14M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
1
+ 0.02%
$111.29 - $123.42 $111 - $123
4.04K $460K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
953
+ 4.72%
$507.05 - $563.67 $483K - $537K
21.1K $10.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.16%
$551.42 - $612.93 $551 - $613
617 $345K
GS
Goldman Sachs Group Inc

Financial Services
48
+ 2.8%
$524.81 - $672.19 $25.2K - $32.3K
1.77K $964K
Activity Summary
Buys All Purchases 68 New Holdings 4 Increased Positions 64 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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