Brendel Financial Advisors LLC Reduced Holdings in Q1 2025

Brendel Financial Advisors LLC

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
-24.5K
- 89.44%
$133.67 - $147.81 $3.28M - $3.62M
2.89K $427K
GWW
W.W. Grainger, Inc.

Industrials
-2.49K
- 82.74%
$953.54 - $1132.42 $2.37M - $2.82M
519 $513K
TSLA
Tesla, Inc.

Consumer Cyclical
-205
- 1.93%
$222.15 - $428.22 $45.5K - $87.8K
10.4K $2.7M
WMT
Walmart Inc.

Consumer Defensive
-8.61K
- 15.21%
$84.5 - $105.05 $728K - $905K
48K $4.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.37K
- 10.17%
$190.26 - $242.06 $260K - $331K
12.1K $2.3M
NFLX
Netflix Inc

Communication Services
-566
- 17.37%
$828.4 - $1058.6 $469K - $599K
2.69K $2.51M
AAPL
Apple Inc.

Technology
-35
- 0.27%
$209.68 - $247.1 $7.34K - $8.65K
12.8K $2.84M
PFE
Pfizer Inc

Healthcare
-8.96K
- 8.7%
$25.01 - $27.13 $224K - $243K
94K $2.38M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.66K
- 7.76%
$96.18 - $109.82 $256K - $292K
31.7K $3.24M
META
Meta Platforms, Inc.

Communication Services
-401
- 10.25%
$576.36 - $736.67 $231K - $295K
3.51K $2.02M
WMB
Williams Companies, Inc.

Energy
-7.29K
- 15.77%
$54.02 - $61.09 $394K - $445K
38.9K $2.33M
ISRG
Intuitive Surgical Inc

Healthcare
-99
- 2.58%
$476.63 - $610.45 $47.2K - $60.4K
3.74K $1.85M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-3.59K
- 2.78%
$20.7 - $21.15 $74.2K - $75.8K
125K $2.59M
XLK
Technology Sector Spdr

ETFs
-179
- 6.21%
$206.38 - $242.18 $36.9K - $43.4K
2.7K $558K
RTX
Raytheon Technologies Corp

Industrials
-1.12K
- 30.08%
$114.1 - $135.66 $128K - $152K
2.61K $345K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-189
- 0.13%
$16.76 - $17.69 $3.17K - $3.34K
142K $2.38M
OPFI
Opp Fi Inc.

Technology
-10.8K
- 49.68%
$7.18 - $16.94 $77.5K - $183K
10.9K $102K
XLC
Select Sector Spdr Tr Communic

ETFs
-580
- 6.97%
$94.84 - $105.31 $55K - $61.1K
7.74K $746K
CGDV
Capital Group Divid Value ETF

ETFs
-1.53K
- 8.22%
$34.95 - $37.36 $53.3K - $57K
17K $608K
IWD
Ishares Russell 1000 Val ETF

ETFs
-238
- 6.12%
$182.82 - $196.21 $43.5K - $46.7K
3.65K $687K
XLF
Financial Sector Spdr

ETFs
-1.01K
- 6.53%
$47.32 - $52.19 $47.6K - $52.5K
14.4K $718K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-246
- 4.7%
$59.78 - $60.03 $14.7K - $14.8K
4.99K $298K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-14
- 0.69%
$169.43 - $182.84 $2.37K - $2.56K
2.02K $349K
CI
Cigna Corp

Healthcare
-25
- 2.66%
$274.49 - $329.0 $6.86K - $8.23K
915 $301K
BSX
Boston Scientific Corp

Healthcare
-2.12K
- 9.3%
$89.38 - $106.18 $190K - $225K
20.7K $2.09M
PLTR
Palantir Technologies Inc.

Technology
-219
- 2.13%
$64.98 - $124.62 $14.2K - $27.3K
10K $848K
JPM
Jpmorgan Chase & CO

Financial Services
-8
- 0.06%
$225.19 - $279.95 $1.8K - $2.24K
13.4K $3.28M
CVX
Chevron Corp

Energy
-116
- 1.84%
$146.71 - $167.97 $17K - $19.5K
6.19K $1.04M
ABBV
Abb Vie Inc.

Healthcare
-300
- 4.38%
$169.2 - $216.66 $50.8K - $65K
6.56K $1.37M
AFL
Aflac Inc

Financial Services
-236
- 0.64%
$100.99 - $111.19 $23.8K - $26.2K
36.6K $4.07M
GLD
Spdr Gold Trust

ETFs
-385
- 4.47%
$243.19 - $288.14 $93.6K - $111K
8.23K $2.37M
ABT
Abbott Laboratories

Healthcare
-1.56K
- 4.54%
$111.1 - $140.22 $174K - $219K
32.9K $4.36M
CTAS
Cintas Corp

Industrials
-99
- 0.39%
$182.09 - $208.14 $18K - $20.6K
25K $5.14M
BRO
Brown & Brown, Inc.

Financial Services
-450
- 1.3%
$100.54 - $124.4 $45.2K - $56K
34.1K $4.24M
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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