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  Name: Brendel Financial Advisors LLC
  City: HANOVER
  State: NH
  Zip: 03755
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $87,396,000
  Total Value Change : $-65,308,000
  Securities Held Change : -34
   
All Securities Held : 57
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (FTNT)1 Year Chart         FTNT Fortinet Inc New $60.73 $2,052,000 30,046 % 2,052,000 30,046 0    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. New $326.03 $2,011,000 6,936 % 2,011,000 6,936 0    N/A
   (V)1 Year Chart         V Visa Inc New $281.50 $1,841,000 6,598 % 1,841,000 6,598 0    N/A
   (QMOM)1 Year Chart         QMOM Alpha Architect Us Quantita... New $0.00 $587,000 9,931 % 587,000 9,931 0    N/A
   (TRV)1 Year Chart         TRV Travelers Companies Inc New $214.35 $217,000 944 % 217,000 944 0    N/A
   (STZ)1 Year Chart         STZ Constellation Brands Inc New $252.29 $202,000 745 % 202,000 745 0    N/A
   (AVY)1 Year Chart         AVY Avery Dennison Corporation New $226.11 $200,000 896 % 200,000 896 0    N/A

      7 Records Found
  1    
Page 1 of 1
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