Ashleigh Swayze

@Brendel Financial Advisors Llc

Latest period2024 - Q4

Reported4d ago

Managed Assets$165.364M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TGTTarget Corp Recent Activity Exited	0%	$241,000 1,549 shares@ $155.59 avg price	Exited
DDDupont De Nemours Inc Recent Activity Exited	0%	$232,000 2,599 shares@ $89.27 avg price	Exited
GEGe Aerospace Recent Activity Exited	0%	$212,000 1,123 shares@ $188.79 avg price	Exited
DOWDow Inc Recent Activity Exited	0%	$209,000 3,822 shares@ $54.69 avg price	Exited
CSXCsx Corp Recent Activity Exited	0%	$204,000 5,922 shares@ $34.45 avg price	Exited
ERJEmbraer S.a. Recent Activity Exited	0%	$202,000 5,717 shares@ $35.34 avg price	Exited