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Home > Institutional Investor > Brendel Financial Advisors Llc > 13F Holdings

Instuitional Investor - Brendel Financial Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sherwin Williams Co
 SHW 33,469 $11,588,976 5.95%
2.
Graniteshares Gold Tr
 149,063 $5,673,338 2.91%
3.
Abbvie Inc.
 ABBV 22,908 $5,304,119 2.72%
4.
Cintas Corp
 CTAS 24,645 $5,058,633 2.6%
5.
Walmart Inc.
 WMT 48,680 $5,016,962 2.58%
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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