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Brendel Financial Advisors LLC
Brendel Financial Advisors LLC is an SEC-registered investment adviser headquartered in Hanover, New Hampshire. The firm was founded in 2017 and maintains a small team of 4 employees, equally split between investors and brokers. Brendel primarily serves individuals and high net worth individuals, offering wealth management and investment advisory services.
Investment Strategy
Brendel Financial Advisors LLC focuses on providing tailored investment management services, primarily to individuals and high net worth clients. Their approach is centered around personalized portfolio construction, educational support, and the use of diversified equity and fixed income strategies as indicated by their broad 13F stock and ETF holdings. The firm emphasizes long-term wealth building, client education, and disciplined asset allocation to achieve clients' financial goals.
Latest 13F Filing Activity
Brendel Financial Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 102 equity positions with a total 13F market value of $195M. The fund increased holdings in Abbvie Inc., Fastenal Co., International Business Machs among other positions. Brendel Financial Advisors LLC reduced exposure to Chubb Limited, Cardinal Health Inc., Dover Corp. among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHW | SHERWIN WILLIAMS CO | 5.95% | $11.6M | 33,469 | $295.82 | $346.26 | +$69.0K |
B BAR | GRANITESHARES GOLD TR | 2.91% | $5.7M | 149,063 | $17.40 | $38.06 | +$735.3K |
A ABBV | ABBVIE INC | 2.72% | $5.3M | 22,908 | $200.32 | $231.54 | +$4.1M |
C CTAS | CINTAS CORP | 2.60% | $5.1M | 24,645 | $173.95 | $205.26 | -$361.4K |
W WMT | WALMART INC | 2.58% | $5.0M | 48,680 | $68.11 | $103.06 | +$322.0K |
Industry Allocation
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