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Ashleigh Swayze

@Brendel Financial Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$165.364MTotal holdings91
Assets growth rate-6.24%Assets growth rate (2-Q avg)2.96%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Brendel Financial Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Brendel Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 165.364M in assets, with a quarterly growth rate of -6.24% and a 2-quarter average growth rate of 2.96%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
HONHoneywell Intl Inc
Recent Activity
New Position
0.13%
$204,000
905 shares@ $225.42 avg price
LQDIshares Tr
Recent Activity
New Position
0.13%
$204,000
1,910 shares@ $106.81 avg price
ATOMAtomera Inc
Recent Activity
New Position
0.08%
$124,000
10,713 shares@ $11.58 avg price