Brendel Financial Advisors LLC Purchases in Q1 2025

Brendel Financial Advisors LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATO
Atmos Energy Corp

Utilities
21.8K
New
$136.51 - $154.58 $2.97M - $3.36M
21.8K $3.37M
EXPD
Expeditors International Of Washington Inc

Industrials
26.2K
New
$109.09 - $126.48 $2.86M - $3.32M
26.2K $3.16M
O
Realty Income Corp

Real Estate
48K
New
$51.67 - $58.49 $2.48M - $2.81M
48K $2.78M
NEM
Newmont Corp

Basic Materials
45.7K
New
$37.79 - $48.39 $1.73M - $2.21M
45.7K $2.21M
NRG
Nrg Energy, Inc.

Utilities
22.3K
New
$84.82 - $113.33 $1.89M - $2.52M
22.3K $2.13M
TRGP
Targa Resources Corp.

Energy
9.97K
New
$178.44 - $217.22 $1.78M - $2.17M
9.97K $2M
GOOG
Alphabet Inc.

Communication Services
11.7K
New
$156.06 - $207.71 $1.83M - $2.44M
11.7K $1.83M
CHWY
Chewy, Inc.

Consumer Cyclical
56.3K
New
$31.83 - $39.8 $1.79M - $2.24M
56.3K $1.83M
NVDA
Nvidia Corp

Technology
14.9K
+ 302.48%
$106.98 - $149.43 $1.59M - $2.22M
19.8K $2.15M
XLU
Utilities Sector Spdr

ETFs
12.1K
New
$74.7 - $80.27 $903K - $971K
12.1K $954K
XLP
Consumer Staples Sector Spdr

ETFs
9.38K
New
N/A
9.38K $766K
XOM
Exxon Mobil Corp

Energy
1.53K
+ 3.19%
$105.44 - $118.93 $162K - $182K
49.6K $5.9M
XLV
Select Sector Spdr Fund Health

ETFs
4.96K
New
$137.61 - $149.68 $683K - $743K
4.96K $724K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
20.3K
New
$29.34 - $31.31 $596K - $636K
20.3K $603K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.2K
New
$32.49 - $37.99 $560K - $655K
17.2K $577K
CB
Chubb LTD

Financial Services
752
+ 6.17%
$257.71 - $301.99 $194K - $227K
12.9K $3.91M
SHW
Sherwin Williams CO

Basic Materials
20
+ 0.05%
$330.16 - $365.55 $6.6K - $7.31K
42.6K $14.9M
ARCC
Ares Capital Corp

Financial Services
13.6K
+ 13.21%
$21.28 - $23.81 $289K - $324K
117K $2.58M
RMNI
Rimini Street, Inc.

Technology
80K
New
$2.53 - $4.07 $202K - $325K
80K $278K
IBEX
Ibex LTD

Technology
10.6K
New
$21.23 - $27.3 $225K - $289K
10.6K $258K
GE
General Electric CO

Industrials
1.14K
New
$168.59 - $212.13 $192K - $241K
1.14K $227K
PGR
Progressive Corp

Financial Services
758
New
$235.61 - $291.22 $179K - $221K
758 $215K
NEE
Nextera Energy Inc

Utilities
3.08K
+ 6.0%
$66.96 - $76.16 $206K - $235K
54.4K $3.86M
SPGI
S&P Global Inc.

Financial Services
51
+ 0.67%
$478.26 - $543.77 $24.4K - $27.7K
7.61K $3.87M
LQD
Ishares Iboxx $ Investment Gra

ETFs
675
+ 35.34%
$105.1 - $109.61 $70.9K - $74K
2.59K $281K
APD
Air Products & Chemicals, Inc.

Basic Materials
38
+ 0.31%
$283.24 - $338.07 $10.8K - $12.8K
12.3K $3.63M
HYLS
First Tr Tactical High Yield L

ETFs
726
+ 1.14%
$40.95 - $41.77 $29.7K - $30.3K
64.2K $2.64M
SJNK
Spdr Bloomberg Short Term High

ETFs
780
+ 0.77%
$25.08 - $25.64 $19.6K - $20K
102K $2.57M
LMB
Limbach Holdings, Inc.

Industrials
256
+ 8.94%
$68.92 - $104.65 $17.6K - $26.8K
3.12K $232K
DOV
Dover Corp

Industrials
135
+ 0.61%
$174.65 - $206.43 $23.6K - $27.9K
22.2K $3.9M
MSFT
Microsoft Corp

Technology
36
+ 0.43%
$375.39 - $447.2 $13.5K - $16.1K
8.31K $3.12M
Activity Summary
Buys All Purchases 32 New Holdings 17 Increased Positions 15 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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