Mendel Money Management Incresed Positions in Q4 2024

Mendel Money Management

  • $211 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KEYS
Keysight Technologies, Inc.

Technology
4.41K
+ 38.26%
$149.01 - $172.53 $657K - $761K
15.9K $2.56M
WDAY
Workday, Inc.

Technology
1.14K
+ 9.7%
$233.85 - $279.91 $265K - $318K
12.8K $3.31M
YELP
Yelp Inc

Communication Services
2.49K
+ 12.74%
$33.38 - $40.61 $82.9K - $101K
22K $851K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.8K
+ 10.78%
$55.86 - $60.21 $101K - $108K
18.5K $1.06M
ETR
Entergy Corp

Utilities
4.81K
+ 99.59%
$73.19 - $156.4 $352K - $753K
9.64K $731K
MA
Mastercard Inc

Financial Services
7
+ 0.3%
$491.3 - $536.15 $3.44K - $3.75K
2.31K $1.22M
BMY
Bristol Myers Squibb CO

Healthcare
97
+ 0.84%
$51.92 - $59.94 $5.04K - $5.81K
11.6K $655K
IVW
Ishares S&P 500 Growth ETF

ETFs
296
+ 5.91%
$94.43 - $105.47 $28K - $31.2K
5.31K $538K
ROK
Rockwell Automation, Inc

Industrials
45
+ 1.68%
$264.65 - $302.92 $11.9K - $13.6K
2.72K $777K
CAT
Caterpillar Inc

Industrials
375
+ 12.66%
$360.37 - $416.88 $135K - $156K
3.34K $1.21M
SPY
Spdr S&P 500 ETF Trust

ETFs
56
+ 5.7%
$567.81 - $607.81 $31.8K - $34K
1.04K $608K
VFC
V F Corp

Consumer Cyclical
925
+ 6.23%
$16.7 - $22.59 $15.4K - $20.9K
15.8K $338K
SRE
Sempra Energy

Utilities
55
+ 0.66%
$80.81 - $94.77 $4.44K - $5.21K
8.41K $737K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
+ 0.98%
$338.38 - $446.21 $2.37K - $3.12K
718 $312K
TDY
Teledyne Technologies Inc

Technology
1
+ 0.08%
$436.59 - $489.24 $437 - $489
1.23K $572K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
135
+ 2.81%
$76.53 - $94.19 $10.3K - $12.7K
4.93K $421K
JPSE
J P Morgan Diversified Return

ETFs
725
+ 9.05%
$46.77 - $51.7 $33.9K - $37.5K
8.74K $410K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
25
+ 2.18%
$442.29 - $483.08 $11.1K - $12.1K
1.17K $530K
IVE
Ishares S&P 500 Value ETF

ETFs
82
+ 3.99%
$189.5 - $206.17 $15.5K - $16.9K
2.14K $407K
SYK
Stryker Corp

Healthcare
9
+ 0.68%
$345.14 - $392.15 $3.11K - $3.53K
1.34K $482K
Veralto Corp
20
+ 0.89%
N/A
2.28K $0
CARY
Angel Oak Fds Tr Income Etf(De
26.2K
+ 29.7%
N/A
114K $0
Ul Solutions Inc
3.05K
+ 6.75%
N/A
48.2K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
1.5K
+ 5.46%
N/A
29K $0
FTV
Fortive Corp

Technology
75
+ 2.78%
$71.16 - $79.68 $5.34K - $5.98K
2.78K $208K
GNRC
Generac Holdings Inc.

Industrials
15
+ 0.51%
$154.28 - $195.11 $2.31K - $2.93K
2.95K $456K
WTRG
Essential Utilities, Inc.

Utilities
40
+ 0.44%
$36.18 - $40.55 $1.45K - $1.62K
9.08K $329K
SJM
J M Smucker CO

Consumer Defensive
117
+ 3.07%
$106.92 - $121.75 $12.5K - $14.2K
3.93K $433K
FANG
Diamondback Energy, Inc.

Energy
45
+ 1.02%
$153.06 - $199.5 $6.89K - $8.98K
4.46K $730K
ADBE
Adobe Inc.

Technology
67
+ 7.78%
$437.39 - $552.96 $29.3K - $37K
928 $412K
ROP
Roper Technologies Inc

Industrials
1
+ 0.1%
$519.85 - $575.95 $520 - $576
962 $500K
PFE
Pfizer Inc

Healthcare
170
+ 0.92%
$24.8 - $30.19 $4.22K - $5.13K
18.7K $494K
PANW
Palo Alto Networks Inc

Technology
13.2K
+ 85.76%
$181.96 - $405.9 $2.41M - $5.37M
28.6K $5.21M
AEP
American Electric Power CO Inc

Utilities
60
+ 0.93%
$90.91 - $102.21 $5.45K - $6.13K
6.5K $599K
PLD
Prologis, Inc.

Real Estate
114
+ 2.52%
$101.4 - $126.96 $11.6K - $14.5K
4.64K $490K
ABBV
Abb Vie Inc.

Healthcare
760
+ 6.6%
$164.99 - $203.87 $125K - $155K
12.3K $2.18M
GD
General Dynamics Corp

Industrials
37
+ 1.29%
$260.28 - $314.03 $9.63K - $11.6K
2.91K $765K
TGT
Target Corp

Consumer Defensive
45
+ 0.86%
$121.59 - $160.69 $5.47K - $7.23K
5.28K $714K
UNH
Unitedhealth Group Inc

Healthcare
131
+ 4.25%
$485.52 - $625.25 $63.6K - $81.9K
3.21K $1.62M
LMT
Lockheed Martin Corp

Industrials
44
+ 0.56%
$479.66 - $614.62 $21.1K - $27K
7.89K $3.84M
DHR
Danaher Corp

Healthcare
179
+ 0.8%
$226.16 - $274.52 $40.5K - $49.1K
22.4K $5.15M
Activity Summary
Buys All Purchases 49 New Holdings 7 Increased Positions 42 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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