StockDriftsStockDriftsTop 50 Brendel Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | 5.29% | 33.3K | $10.7M | -0.05%(-16) | $191.66(+63.03%) | 2026-03-31 | |
| BAR | GRANITESHARES GOLD TR | 3.35% | 146.8K | $6.8M | -0.93%(-1.38K) | $17.81(+151.88%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 3.14% | 26.0K | $6.4M | -4.47%(-1.22K) | $161.94(+39.28%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.04% | 8.7K | $6.1M | -5.68%(-522) | $245.02(+269.19%) | 2026-03-31 | |
| WMT | WALMART INC | 2.89% | 47.0K | $5.8M | -7.01%(-3.54K) | $60.11(+117.57%) | 2026-03-31 | |
| FTCB | FIRST TR EXCHANGE-TRADED FD | 2.79% | 268.8K | $5.6M | new | $21.09(-0.88%) | 2026-03-31 | |
| SCIO | FIRST TR EXCHANGE-TRADED FD | 2.67% | 261.8K | $5.4M | new | $20.72(-0.58%) | 2026-03-31 | |
| AGG | ISHARES TR | 2.59% | 52.8K | $5.2M | +452.83%(+43.27K) | $99.60(-0.84%) | 2026-03-31 | |
| DOV | DOVER CORP | 2.52% | 24.4K | $5.1M | +420.47%(+19.72K) | $196.41(+13.78%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 2.51% | 54.7K | $5.1M | -8.33%(-4.97K) | $69.69(+38.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.83% | +28.92% |
| Top 20 Holdings Unweighted | +9.19% | +30.18% |
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