Mendel Money Management Incresed Positions in Q1 2025

Mendel Money Management

  • $194 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CERT
Certara, Inc.

Healthcare
58.9K
+ 120.87%
$9.9 - $14.25 $583K - $839K
108K $1.06M
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.1%
$89.14 - $117.41 $891 - $1.17K
10.2K $1.15M
AON
Aon PLC

Financial Services
300
+ 27.05%
$348.44 - $409.32 $105K - $123K
1.41K $562K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.88K
+ 6.99%
$50.48 - $51.04 $145K - $147K
44K $2.23M
AEP
American Electric Power CO Inc

Utilities
88
+ 1.35%
$90.32 - $109.27 $7.95K - $9.62K
6.59K $719K
SO
Southern CO

Utilities
33
+ 0.32%
$80.96 - $92.96 $2.67K - $3.07K
10.2K $936K
JPM
Jpmorgan Chase & CO

Financial Services
208
+ 2.64%
$225.19 - $279.95 $46.8K - $58.2K
8.09K $1.98M
SPY
Spdr S&P 500 ETF Trust

ETFs
215
+ 20.69%
$551.42 - $612.93 $119K - $132K
1.25K $701K
WM
Waste Management Inc

Industrials
27
+ 0.96%
$200.54 - $233.78 $5.41K - $6.31K
2.83K $655K
COST
Costco Wholesale Corp

Consumer Defensive
46
+ 3.8%
$890.62 - $1076.86 $41K - $49.5K
1.26K $1.19M
ROP
Roper Technologies Inc

Industrials
1
+ 0.1%
$502.71 - $593.81 $503 - $594
963 $567K
UNH
Unitedhealth Group Inc

Healthcare
13
+ 0.4%
$461.52 - $548.18 $6K - $7.13K
3.22K $1.69M
PAYX
Paychex Inc

Industrials
33
+ 0.82%
$136.06 - $154.52 $4.49K - $5.1K
4.04K $623K
BMY
Bristol Myers Squibb CO

Healthcare
85
+ 0.73%
$53.9 - $63.11 $4.58K - $5.36K
11.7K $712K
SBUX
Starbucks Corp

Consumer Cyclical
57
+ 0.82%
$91.75 - $115.81 $5.23K - $6.6K
7.01K $687K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
572
+ 4.45%
N/A
13.4K $1.15M
PLD
Prologis, Inc.

Real Estate
158
+ 3.4%
$103.59 - $124.04 $16.4K - $19.6K
4.8K $536K
WTRG
Essential Utilities, Inc.

Utilities
210
+ 2.31%
$33.49 - $40.57 $7.03K - $8.52K
9.29K $367K
GD
General Dynamics Corp

Industrials
34
+ 1.17%
$241.94 - $272.58 $8.23K - $9.27K
2.94K $801K
USFR
Wisdomtree Floating Rate Treas

ETFs
575
+ 13.01%
$50.29 - $50.5 $28.9K - $29K
5K $251K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
782
+ 4.23%
$55.41 - $60.74 $43.3K - $47.5K
19.3K $1.09M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
8
+ 0.14%
$87.68 - $94.52 $701 - $756
5.56K $520K
SYK
Stryker Corp

Healthcare
21
+ 1.57%
$355.18 - $399.9 $7.46K - $8.4K
1.36K $506K
WMT
Walmart Inc.

Consumer Defensive
330
+ 13.77%
$84.5 - $105.05 $27.9K - $34.7K
2.73K $239K
GPC
Genuine Parts CO

Consumer Cyclical
85
+ 2.0%
$115.91 - $129.02 $9.85K - $11K
4.33K $515K
DGRO
Ishares Core Dividend Growth E

ETFs
70
+ 0.26%
$60.46 - $64.42 $4.23K - $4.51K
27.1K $1.67M
FANG
Diamondback Energy, Inc.

Energy
169
+ 3.79%
$139.9 - $180.18 $23.6K - $30.5K
4.63K $739K
VRIG
Invesco Actively Managed ETF F

ETFs
305
+ 2.42%
$25.06 - $25.19 $7.64K - $7.68K
12.9K $324K
LHX
L3 Harris Technologies, Inc.

Industrials
39
+ 1.17%
$194.65 - $222.86 $7.59K - $8.69K
3.39K $708K
JPSE
J P Morgan Diversified Return

ETFs
732
+ 8.38%
$42.78 - $48.51 $31.3K - $35.5K
9.47K $412K
Linde PLC
1.55K
+ 17.61%
N/A
10.3K $0
Veralto Corp
34
+ 1.49%
N/A
2.31K $0
CARY
Angel Oak Fds Tr Income Etf(De
238
+ 0.21%
N/A
115K $0
INGR
Ingredion Inc

Consumer Defensive
43
+ 1.54%
$125.6 - $137.36 $5.4K - $5.91K
2.83K $382K
MRK
Merck & Co., Inc.

Healthcare
659
+ 8.15%
$83.01 - $101.02 $54.7K - $66.6K
8.74K $784K
FDX
Fedex Corp

Industrials
60
+ 6.22%
$230.33 - $281.53 $13.8K - $16.9K
1.03K $249K
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.74%
$953.54 - $1132.42 $2.86K - $3.4K
408 $403K
YELP
Yelp Inc

Communication Services
250
+ 1.14%
$33.6 - $41.25 $8.4K - $10.3K
22.2K $823K
PH
Parker Hannifin Corp

Industrials
29
+ 1.53%
$591.65 - $707.05 $17.2K - $20.5K
1.93K $1.17M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 0.57%
$476.63 - $610.45 $5.72K - $7.33K
2.11K $1.05M
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.01%
$142.64 - $156.42 $571 - $626
28K $4.2M
CRM
Salesforce, Inc.

Technology
39
+ 3.63%
$268.36 - $359.95 $10.5K - $14K
1.11K $298K
ROK
Rockwell Automation, Inc

Industrials
46
+ 1.69%
$255.29 - $303.75 $11.7K - $14K
2.77K $714K
UPS
United Parcel Service Inc

Industrials
228
+ 3.83%
$109.66 - $136.26 $25K - $31.1K
6.18K $679K
PNC
Pnc Financial Services Group, Inc.

Financial Services
39
+ 0.77%
$168.84 - $202.89 $6.58K - $7.91K
5.1K $896K
VFC
V F Corp

Consumer Cyclical
850
+ 5.39%
$15.52 - $26.93 $13.2K - $22.9K
16.6K $257K
CAT
Caterpillar Inc

Industrials
7
+ 0.21%
$326.75 - $407.63 $2.29K - $2.85K
3.34K $1.1M
ILMN
Illumina, Inc.

Healthcare
663
+ 22.06%
$79.34 - $144.22 $52.6K - $95.6K
3.67K $291K
PKG
Packaging Corp Of America

Consumer Cyclical
10
+ 0.22%
$192.03 - $242.13 $1.92K - $2.42K
4.48K $887K
Activity Summary
Buys All Purchases 67 New Holdings 6 Increased Positions 61 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mendel Money Management Portfolio

Follow Mendel Money Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mendel Money Management, based on Form 13F filings with the SEC.

News

Stay updated on Mendel Money Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email