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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 : 13     View All Holdings Currently Viewing:  Unchanged 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
   (AXP)1 Year Chart         AXP American Express Co - $241.70 $3,192,000 14,021 % 565,000 0 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $202.11 $2,694,000 13,448 % 406,000 0 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $163.79 $1,248,000 6,855 % 186,000 0 0    N/A
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc - $439.39 $1,111,000 2,534 % 149,000 0 0    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories - $104.59 $791,000 6,962 % 25,000 0 0    N/A
   (MMM)1 Year Chart         MMM 3M Co - $101.24 $573,000 5,401 % -17,000 0 0    N/A
   (NEE)1 Year Chart         NEE NextEra Energy - $77.05 $493,000 7,711 % 25,000 0 0    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp - $121.63 $391,000 3,110 % 63,000 0 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... - $168.06 $373,000 2,204 % 25,000 0 0    N/A
   (BHB)1 Year Chart         BHB Bar Harbor Bankshares - $26.83 $334,000 12,620 % -37,000 0 0    N/A
   (AEP)1 Year Chart         AEP American Electric Power Co Inc - $91.97 $326,000 3,786 % 19,000 0 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc - $246.62 $282,000 1,130 % 19,000 0 0    N/A
   (VTRS)1 Year Chart         VTRS Upjohn Inc - $11.07 $134,000 11,226 % 12,000 0 0    N/A

      13 Records Found
  1    
Page 1 of 1
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