Brendel Financial Advisors LLC - Portfolio overview

Brendel Financial Advisors LLC has 130 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. SHW - SHERWIN WILLIAMS CO, 4.40%
2. BAR - GRANITESHARES GOLD TR, 2.79%
3. JNJ - JOHNSON & JOHNSON, 2.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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