Mendel Capital Management LLC Purchases in Q3 2024

Mendel Capital Management LLC

  • $162 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.78K
+ 12.98%
$475.2 - $527.7 $845K - $938K
15.5K $8.17M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
417
+ 0.24%
$77.02 - $85.06 $32.1K - $35.5K
171K $14.5M
DVY
Ishares Tr

ETFs
87
+ 0.24%
$119.99 - $135.74 $10.4K - $11.8K
36.1K $4.88M
VEA
Vanguard Ftse Developed Market

ETFs
4.89K
+ 18.57%
$47.6 - $53.31 $233K - $261K
31.3K $1.65M
FNDF
Schwab Fundamental Intl Large

ETFs
5.79K
+ 11.11%
$33.67 - $37.71 $195K - $218K
57.9K $2.17M
AFL
Aflac Inc

Financial Services
19
+ 0.13%
$88.52 - $111.8 $1.68K - $2.12K
14.5K $1.62M
PH
Parker Hannifin Corp

Industrials
5
+ 0.2%
$501.01 - $635.92 $2.51K - $3.18K
2.54K $1.6M
LMT
Lockheed Martin Corp

Industrials
23
+ 0.95%
$460.3 - $584.56 $10.6K - $13.4K
2.44K $1.43M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
2.56K
+ 6.88%
$69.59 - $79.2 $178K - $203K
39.8K $3.06M
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 8.06%
$333.64 - $405.2 $82.1K - $99.7K
3.3K $1.34M
EFG
Msci Eafe Growth ETF

ETFs
1.78K
+ 15.63%
$96.84 - $108.77 $172K - $194K
13.2K $1.42M
XLC
Select Sector Spdr Tr Communic

ETFs
2.15K
+ 19.05%
$82.16 - $90.4 $176K - $194K
13.4K $1.21M
XLY
Select Sector Spdr Consumer Di

ETFs
928
+ 29.88%
$170.05 - $200.86 $158K - $186K
4.03K $808K
KR
Kroger CO

Consumer Defensive
181
+ 0.58%
$50.43 - $57.3 $9.13K - $10.4K
31.6K $1.81M
ABBV
Abb Vie Inc.

Healthcare
216
+ 3.09%
$163.84 - $199.33 $35.4K - $43.1K
7.21K $1.42M
GWW
W.W. Grainger, Inc.

Industrials
2
+ 0.13%
$896.19 - $1044.18 $1.79K - $2.09K
1.52K $1.58M
BLK
Black Rock Inc.

Financial Services
55
+ 5.82%
$782.27 - $949.51 $43K - $52.2K
1K $949K
LUV
Southwest Airlines CO

Industrials
6.81K
New
$23.7 - $29.93 $161K - $204K
6.81K $201K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
980
+ 8.67%
$100.75 - $111.62 $98.7K - $109K
12.3K $1.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.67K
+ 8.44%
$46.9 - $51.96 $78.2K - $86.7K
21.4K $1.1M
SPGI
S&P Global Inc.

Financial Services
42
+ 2.47%
$446.32 - $527.38 $18.7K - $22.1K
1.74K $898K
SBUX
Starbucks Corp

Consumer Cyclical
326
+ 6.16%
$72.51 - $98.6 $23.6K - $32.1K
5.62K $547K
GOOGL
Alphabet Inc.

Communication Services
941
+ 63.97%
$148.65 - $191.18 $140K - $180K
2.41K $400K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.13K
+ 36.17%
$89.91 - $101.33 $102K - $115K
4.27K $418K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.32K
+ 3.95%
$45.2 - $47.87 $59.6K - $63.1K
34.7K $1.65M
CLX
Clorox CO

Consumer Defensive
267
+ 8.92%
$131.73 - $166.97 $35.2K - $44.6K
3.26K $531K
CNS
Cohen & Steers, Inc.

Financial Services
145
+ 3.33%
$70.88 - $97.15 $10.3K - $14.1K
4.5K $431K
SWK
Stanley Black & Decker, Inc.

Industrials
63
+ 1.81%
$77.75 - $110.17 $4.9K - $6.94K
3.55K $391K
GS
Goldman Sachs Group Inc

Financial Services
104
+ 7.78%
$459.02 - $510.25 $47.7K - $53.1K
1.44K $713K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.01K
+ 3.27%
$48.4 - $50.91 $48.7K - $51.3K
31.8K $1.61M
UNH
Unitedhealth Group Inc

Healthcare
33
+ 2.96%
$488.01 - $604.18 $16.1K - $19.9K
1.15K $671K
JPM
Jpmorgan Chase & CO

Financial Services
120
+ 1.37%
$194.9 - $224.8 $23.4K - $27K
8.89K $1.87M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.03%
$113.45 - $126.18 $454 - $505
14.2K $1.79M
VZ
Verizon Communications Inc

Communication Services
292
+ 1.27%
$38.89 - $45.0 $11.4K - $13.1K
23.2K $1.04M
JEPI
J P Morgan Exchange Traded Fd

ETFs
524
+ 2.5%
$54.98 - $59.51 $28.8K - $31.2K
21.5K $1.28M
LOW
Lowes Companies Inc

Consumer Cyclical
74
+ 5.71%
$213.3 - $270.78 $15.8K - $20K
1.37K $371K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
699
+ 13.3%
$75.47 - $83.18 $52.8K - $58.1K
5.96K $494K
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 1.12%
$520.18 - $576.82 $13K - $14.4K
2.27K $1.31M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
63
+ 0.46%
$75.63 - $84.89 $4.76K - $5.35K
13.7K $1.15M
V
Visa Inc.

Financial Services
67
+ 2.02%
$253.74 - $291.56 $17K - $19.5K
3.38K $928K
AMGN
Amgen Inc

Healthcare
45
+ 0.99%
$309.38 - $337.38 $13.9K - $15.2K
4.6K $1.48M
AXP
American Express CO

Financial Services
52
+ 4.56%
$225.92 - $271.17 $11.7K - $14.1K
1.19K $323K
UNP
Union Pacific Corp

Industrials
66
+ 3.48%
$221.78 - $256.09 $14.6K - $16.9K
1.96K $482K
TGT
Target Corp

Consumer Defensive
14
+ 0.22%
$133.47 - $159.25 $1.87K - $2.23K
6.45K $1.01M
BNDX
Vanguard Total International B

ETFs
793
+ 12.7%
$48.42 - $50.35 $38.4K - $39.9K
7.04K $353K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
490
+ 3.33%
$41.95 - $43.42 $20.6K - $21.3K
15.2K $659K
TSN
Tyson Foods, Inc.

Consumer Defensive
81
+ 0.58%
$55.91 - $65.87 $4.53K - $5.34K
13.9K $829K
DGRO
Ishares Core Dividend Growth E

ETFs
94
+ 1.53%
$57.47 - $62.76 $5.4K - $5.9K
6.22K $390K
KO
Coca Cola CO

Consumer Defensive
81
+ 2.44%
$62.69 - $73.01 $5.08K - $5.91K
3.41K $244K
Activity Summary
Buys All Purchases 56 New Holdings 1 Increased Positions 55 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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