Brendel Financial Advisors LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sherwin Williams CO with a value of $14.9M, Exxon Mobil Corp with a value of $5.9M, Cintas Corp with a value of $5.14M, Granite Shares Gold Trust with a value of $4.62M, and Abbott Laboratories with a value of $4.36M.

Examining the 13F form we can see an decrease of $740K in the current position value, from $165M to 165M.

Below you can find more details about Brendel Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
Financial Services: $28.2 Million
ETFs: $25 Million
Basic Materials: $21.3 Million
Industrials: $19 Million
Healthcare: $15.8 Million
Energy: $11.7 Million
Utilities: $11.3 Million
Technology: $10.9 Million
Other: $21.4 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $165 Million
  • Prior Value $165 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 17 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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