0001715862-24-000005.txt : 20240430
0001715862-24-000005.hdr.sgml : 20240430
20240430134631
ACCESSION NUMBER: 0001715862-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240430
DATE AS OF CHANGE: 20240430
EFFECTIVENESS DATE: 20240430
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Brendel Financial Advisors LLC
CENTRAL INDEX KEY: 0001768065
ORGANIZATION NAME:
IRS NUMBER: 822197354
STATE OF INCORPORATION: NH
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19286
FILM NUMBER: 24896087
BUSINESS ADDRESS:
STREET 1: 64 LYME ROAD
CITY: HANOVER
STATE: NH
ZIP: 03755
BUSINESS PHONE: 6036434441
MAIL ADDRESS:
STREET 1: 64 LYME ROAD
CITY: HANOVER
STATE: NH
ZIP: 03755
13F-HR
1
primary_doc.xml
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0001768065
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03-31-2024
03-31-2024
Brendel Financial Advisors LLC
64 LYME ROAD
HANOVER
NH
03755
13F HOLDINGS REPORT
028-19286
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
04-30-2024
0
57
87396
false
INFORMATION TABLE
2
Brendel13f_1q2024.xml
3M CO
COM
88579Y101
573
5401
SH
SOLE
0
0
5401
ABBOTT LABS
COM
002824100
791
6962
SH
SOLE
0
0
6962
ABBVIE INC
COM
00287Y109
1248
6855
SH
SOLE
0
0
6855
AFLAC INC
COM
001055102
3651
42526
SH
SOLE
0
0
42526
AIR PRODS & CHEMS INC
COM
009158106
329
1359
SH
SOLE
0
0
1359
ALBEMARLE CORP
COM
012653101
2931
22245
SH
SOLE
0
0
22245
AMAZON COM INC
COM
023135106
363
2011
SH
SOLE
0
0
2011
AMERICAN ELEC PWR CO INC
COM
025537101
326
3786
SH
SOLE
0
0
3786
AMERICAN EXPRESS CO
COM
025816109
3192
14021
SH
SOLE
0
0
14021
AMERIPRISE FINL INC
COM
03076C106
1111
2534
SH
SOLE
0
0
2534
APPLE INC
COM
037833100
2175
12683
SH
SOLE
0
0
12683
ARISTA NETWORKS INC
COM
040413106
2011
6936
SH
SOLE
0
0
6936
AUTOMATIC DATA PROCESSING IN
COM
053015103
282
1130
SH
SOLE
0
0
1130
AVERY DENNISON CORP
COM
053611109
200
896
SH
SOLE
0
0
896
BAR HBR BANKSHARES
COM
066849100
334
12620
SH
SOLE
0
0
12620
BERKLEY W R CORP
COM
084423102
1724
19496
SH
SOLE
0
0
19496
CARRIER GLOBAL CORPORATION
COM
14448C104
892
15341
SH
SOLE
0
0
15341
CHUBB LIMITED
COM
H1467J104
3946
15229
SH
SOLE
0
0
15229
CONSTELLATION BRANDS INC
CL A
21036P108
202
745
SH
SOLE
0
0
745
CORTEVA INC
COM
22052L104
272
4720
SH
SOLE
0
0
4720
EA SERIES TRUST
US QUAN MOMENTUM
02072L409
587
9931
SH
SOLE
0
0
9931
ENBRIDGE INC
COM
29250N105
358
9908
SH
SOLE
0
0
9908
ENTERGY CORP NEW
COM
29364G103
1846
17465
SH
SOLE
0
0
17465
EXXON MOBIL CORP
COM
30231G102
5884
50623
SH
SOLE
0
0
50623
FIRST TR EXCHANGE TRADED FD
CONSUMR STAPLE
33734X119
741
10819
SH
SOLE
0
0
10819
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
306
5127
SH
SOLE
0
0
5127
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
33738D408
3271
79330
SH
SOLE
0
0
79330
FORTINET INC
COM
34959E109
2052
30046
SH
SOLE
0
0
30046
GLOBAL X FDS
CYBRSCURTY ETF
37954Y384
713
23981
SH
SOLE
0
0
23981
GLOBAL X FDS
GLOBAL X URANIUM
37954Y871
688
23861
SH
SOLE
0
0
23861
GRANITESHARES GOLD TR
SHS BEN INT
38748G101
3392
154446
SH
SOLE
0
0
154446
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
4039
190953
SH
SOLE
0
0
190953
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
373
2204
SH
SOLE
0
0
2204
INVESCO QQQ TR
UNIT SER 1
46090E103
772
1738
SH
SOLE
0
0
1738
JPMORGAN CHASE & CO
COM
46625H100
2694
13448
SH
SOLE
0
0
13448
MERCK & CO INC
COM
58933Y105
3226
24452
SH
SOLE
0
0
24452
META PLATFORMS INC
CL A
30303M102
2313
4763
SH
SOLE
0
0
4763
NETFLIX INC
COM
64110L106
2564
4221
SH
SOLE
0
0
4221
NEXTERA ENERGY INC
COM
65339F101
493
7711
SH
SOLE
0
0
7711
NVIDIA CORPORATION
COM
67066G104
464
514
SH
SOLE
0
0
514
ORACLE CORP
COM
68389X105
391
3110
SH
SOLE
0
0
3110
PALANTIR TECHNOLOGIES INC
CL A
69608A108
242
10510
SH
SOLE
0
0
10510
RTX CORPORATION
COM
75513E101
246
2519
SH
SOLE
0
0
2519
S&P GLOBAL INC
COM
78409V104
328
772
SH
SOLE
0
0
772
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
759
9297
SH
SOLE
0
0
9297
SELECT SECTOR SPDR TR
ENERGY
81369Y506
789
8358
SH
SOLE
0
0
8358
SPDR GOLD TR
GOLD SHS
78463V107
2014
9790
SH
SOLE
0
0
9790
SPDR SER TR
BLOOMBERG SHT TE
78468R408
3187
126365
SH
SOLE
0
0
126365
SPDR SER TR
S&P HOMEBUILD
78464A888
861
7714
SH
SOLE
0
0
7714
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
3174
75381
SH
SOLE
0
0
75381
TARGET CORP
COM
87612E106
3826
21590
SH
SOLE
0
0
21590
TESLA INC
COM
88160R101
1438
8180
SH
SOLE
0
0
8180
TRAVELERS COMPANIES INC
COM
89417E109
217
944
SH
SOLE
0
0
944
UNITEDHEALTH GROUP INC
COM
91324P102
1567
3168
SH
SOLE
0
0
3168
VANECK ETF TRUST
PREFERRED SECURT
92189F429
3053
172600
SH
SOLE
0
0
172600
VIATRIS INC
COM
92556V106
134
11226
SH
SOLE
0
0
11226
VISA INC
COM CL A
92826C839
1841
6598
SH
SOLE
0
0
6598