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Home > Institutional Investor > Brendel Financial Advisors Llc > Profile

Instuitional Investor - Brendel Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Brendel Financial Advisors Llc
Portfolio Value $203,353,977
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sherwin Williams Co
 SHW 33,345 $10,804,781 5.31%
2.
Graniteshares Gold Tr
 148,130 $6,294,044 3.1%
3.
Walmart Inc.
 WMT 50,561 $5,633,002 2.77%
4.
Johnson & Johnson
 JNJ 27,210 $5,631,110 2.77%
5.
Abbvie Inc.
 ABBV 23,974 $5,477,820 2.69%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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