BRENDEL FINANCIAL ADVISORS LLC

Stock Holdings
Option Holdings
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Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
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SHW
SHERWIN WILLIAMS
42,553+20+0.05%
Created with Highcharts 10.1.0
$283.869.03%0.02%14,859,0002025-03-31
XOM
EXXON MOBIL
49,632+1,534+3.19%
Created with Highcharts 10.1.0
$61.283.59%0.00%5,903,0002025-03-31
CTAS
CINTAS
24,994-99-0.39%
Created with Highcharts 10.1.0
$494.963.12%0.01%5,137,0002025-03-31
BAR
GRANITESHARES GOLD TRUST
149,725+1,724+1.16%
Created with Highcharts 10.1.0
$17.512.81%0.00%4,618,0002025-03-31
ABT
ABBOTT LABORATORIES
32,875-1,563-4.54%
Created with Highcharts 10.1.0
$105.062.65%0.00%4,361,0002025-03-31
BRO
BROWN & BROWN
34,114-450-1.30%
Created with Highcharts 10.1.0
$86.542.58%0.01%4,244,0002025-03-31
WMT
WALMART
48,004-8,612-15.21%
Created with Highcharts 10.1.0
$52.482.56%0.00%4,214,0002025-03-31
AFL
AFLAC
36,591-236-0.64%
Created with Highcharts 10.1.0
$74.612.47%0.01%4,069,0002025-03-31
CB
CHUBB
12,946+752+6.17%
Created with Highcharts 10.1.0
$206.742.38%0.00%3,910,0002025-03-31
DOV
DOVER
22,222+135+0.61%
Created with Highcharts 10.1.0
$152.922.37%0.02%3,904,0002025-03-31
SPGI
S&P GLOBAL
7,613+51+0.67%
Created with Highcharts 10.1.0
$374.002.35%0.00%3,868,0002025-03-31
NEE
NEXTERA ENERGY
54,431+3,080+6.00%
Created with Highcharts 10.1.0
$74.802.34%0.00%3,859,0002025-03-31
AXP
AMERICAN EXPRESS
14,02100.00%
Created with Highcharts 10.1.0
$160.432.29%0.00%3,772,0002025-03-31
APD
AIR PRODUCTS & CHEMICALS
12,307+38+0.31%
Created with Highcharts 10.1.0
$271.752.21%0.01%3,630,0002025-03-31
ATO
ATMOS ENERGY
21,766+21,766
Open
Created with Highcharts 10.1.0
$145.852.04%0.01%3,365,0002025-03-31
JPM
JPMORGAN CHASE
13,366-8-0.06%
Created with Highcharts 10.1.0
$106.171.99%0.00%3,279,0002025-03-31
CHRW
C H ROBINSON WORLDWIDE
31,661-2,663-7.76%
Created with Highcharts 10.1.0
$80.721.97%0.03%3,242,0002025-03-31
EXPD
EXPEDITORS INTERNATIONAL OF WASHINGTON
26,236+26,236
Open
Created with Highcharts 10.1.0
$115.871.92%0.02%3,155,0002025-03-31
MSFT
MICROSOFT
8,312+36+0.43%
Created with Highcharts 10.1.0
$421.461.90%0.00%3,120,0002025-03-31
AAPL
APPLE
12,781-35-0.27%
Created with Highcharts 10.1.0
$160.671.72%0.00%2,839,0002025-03-31
O
REALTY INCOME
47,982+47,982
Open
Created with Highcharts 10.1.0
$55.491.69%0.01%2,783,0002025-03-31
TSLA
TESLA
10,404-205-1.93%
Created with Highcharts 10.1.0
$177.321.64%0.00%2,696,0002025-03-31
HYLS
FIRST TRUST TACTICAL HIGH YIELD ETF
64,226+726+1.14%
Created with Highcharts 10.1.0
$44.571.60%0.00%2,636,0002025-03-31
BKLN
INVESCO SENIOR LOAN ETF
125,293-3,586-2.78%
Created with Highcharts 10.1.0
$20.851.58%0.03%2,594,0002025-03-31
ARCC
ARES CAPITAL
116,570+13,598+13.21%
Created with Highcharts 10.1.0
$20.951.57%0.02%2,583,0002025-03-31
SJNK
SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
102,278+780+0.77%
Created with Highcharts 10.1.0
$26.301.56%0.05%2,573,0002025-03-31
NFLX
NETFLIX
2,692-566-17.37%
Created with Highcharts 10.1.0
$335.721.52%0.00%2,510,0002025-03-31
PFE
PFIZER
94,036-8,960-8.70%
Created with Highcharts 10.1.0
$28.481.45%0.00%2,383,0002025-03-31
PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
141,740-189-0.13%
Created with Highcharts 10.1.0
$17.321.44%0.13%2,376,0002025-03-31
GLD
SPDR GOLD TRUST
8,227-385-4.47%
Created with Highcharts 10.1.0
$178.021.44%0.00%2,371,0002025-03-31
WMB
WILLIAMS COMPANIES
38,942-7,292-15.77%
Created with Highcharts 10.1.0
$40.111.41%0.00%2,327,0002025-03-31
AMZN
AMAZON
12,087-1,368-10.17%
Created with Highcharts 10.1.0
$163.311.40%0.00%2,300,0002025-03-31
NEM
NEWMONT
45,702+45,702
Open
Created with Highcharts 10.1.0
$44.131.34%0.00%2,206,0002025-03-31
NVDA
NVIDIA
19,798+14,879+302.48%
Created with Highcharts 10.1.0
$100.211.30%0.00%2,146,0002025-03-31
NRG
NRG ENERGY
22,276+22,276
Open
Created with Highcharts 10.1.0
$100.571.29%0.01%2,126,0002025-03-31
MRK
MERCK & CO
23,66800.00%
Created with Highcharts 10.1.0
$75.091.29%0.00%2,124,0002025-03-31
BSX
BOSTON SCIENTIFIC
20,694-2,121-9.30%
Created with Highcharts 10.1.0
$87.461.27%0.00%2,088,0002025-03-31
META
META
3,512-401-10.25%
Created with Highcharts 10.1.0
$175.221.23%0.00%2,024,0002025-03-31
TRGP
TARGA RESOURCES
9,970+9,970
Open
Created with Highcharts 10.1.0
$197.281.21%0.00%1,999,0002025-03-31
ISRG
INTUITIVE SURGICAL
3,739-99-2.58%
Created with Highcharts 10.1.0
$520.831.12%0.00%1,852,0002025-03-31
GOOG
ALPHABET
11,726+11,726
Open
Created with Highcharts 10.1.0
$181.501.11%0.00%1,832,0002025-03-31
CHWY
CHEWY
56,285+56,285
Open
Created with Highcharts 10.1.0
$35.501.11%0.03%1,830,0002025-03-31
ABBV
ABBVIE
6,555-300-4.38%
Created with Highcharts 10.1.0
$117.850.83%0.00%1,373,0002025-03-31
AMP
AMERIPRISE FINANCIAL
2,54400.00%
Created with Highcharts 10.1.0
$125.340.75%0.00%1,232,0002025-03-31
CVX
CHEVRON
6,185-116-1.84%
Created with Highcharts 10.1.0
$159.280.63%0.00%1,035,0002025-03-31
JNJ
JOHNSON & JOHNSON
5,85500.00%
Created with Highcharts 10.1.0
$164.490.59%0.00%971,0002025-03-31
XLU
UTILITIES SELECT SECTOR SPDR FUND
12,093+12,093
Open
Created with Highcharts 10.1.0
$77.900.58%0.01%954,0002025-03-31
CARR
CARRIER GLOBAL
14,078-2,563-15.40%
Created with Highcharts 10.1.0
$31.460.54%0.00%893,0002025-03-31
PLTR
PALANTIR
10,049-219-2.13%
Created with Highcharts 10.1.0
$17.730.52%0.00%848,0002025-03-31
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
9,376+9,376
Open
Created with Highcharts 10.1.0
$80.210.47%0.00%766,0002025-03-31