Mendel Capital Management LLC Reduced Holdings in Q4 2024

Mendel Capital Management LLC

  • $163 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-1.06K
- 12.0%
$143.34 - $165.86 $152K - $176K
7.8K $1.13M
FNDF
Schwab Fundamental Intl Large

ETFs
-1.65K
- 2.85%
$32.92 - $37.15 $54.3K - $61.3K
56.3K $1.87M
AMT
American Tower Corp

Real Estate
-553
- 15.68%
$179.4 - $232.01 $99.2K - $128K
2.97K $545K
MSFT
Microsoft Corp

Technology
-358
- 3.16%
$406.35 - $454.46 $145K - $163K
11K $4.62M
TGT
Target Corp

Consumer Defensive
-423
- 6.55%
$121.59 - $160.69 $51.4K - $68K
6.03K $815K
EFG
Msci Eafe Growth ETF

ETFs
-345
- 2.62%
$96.83 - $106.88 $33.4K - $36.9K
12.8K $1.24M
VEA
Vanguard Ftse Developed Market

ETFs
-145
- 0.46%
$47.57 - $52.44 $6.9K - $7.6K
31.1K $1.49M
UNH
Unitedhealth Group Inc

Healthcare
-134
- 11.66%
$485.52 - $625.25 $65.1K - $83.8K
1.02K $513K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-308
- 2.51%
$99.04 - $109.59 $30.5K - $33.8K
12K $1.19M
SWK
Stanley Black & Decker, Inc.

Industrials
-525
- 14.78%
$79.07 - $109.36 $41.5K - $57.4K
3.03K $243K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.55K
- 7.22%
$57.53 - $60.83 $89.2K - $94.3K
19.9K $1.15M
MRK
Merck & Co., Inc.

Healthcare
-123
- 2.5%
$96.31 - $114.76 $11.8K - $14.1K
4.8K $477K
FTCS
First Trust Capital Strength E

ETFs
-730
- 24.13%
$87.62 - $94.03 $64K - $68.6K
2.3K $201K
IYH
Ishares Tr

ETFs
-352
- 9.15%
$57.53 - $65.24 $20.3K - $23K
3.5K $203K
TSN
Tyson Foods, Inc.

Consumer Defensive
-240
- 1.72%
$57.14 - $64.54 $13.7K - $15.5K
13.7K $786K
VCIT
Vanguard Intermediate Term Cor

ETFs
-44
- 1.66%
$80.13 - $83.77 $3.53K - $3.69K
2.6K $208K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.28%
$442.29 - $483.08 $1.77K - $1.93K
1.41K $638K
VO
Vanguard Mid Cap ETF

ETFs
-12
- 1.27%
$261.5 - $284.63 $3.14K - $3.42K
932 $246K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-44
- 1.08%
$113.29 - $121.45 $4.98K - $5.34K
4.04K $467K
OZK
Bank Ozk

Financial Services
-15
- 0.29%
$41.39 - $50.55 $621 - $758
5.18K $230K
XLK
Technology Sector Spdr

ETFs
-597
- 0.75%
$220.26 - $241.44 $131K - $144K
79K $18.4M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.22K
- 2.27%
$148.14 - $166.23 $328K - $368K
95.4K $15.2M
WMT
Walmart Inc.

Consumer Defensive
-118
- 0.22%
$79.1 - $95.7 $9.33K - $11.3K
52.4K $4.73M
Activity Summary
Buys All Purchases 58 New Holdings 3 Increased Positions 55 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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