Fund HoldingsMendel Capital Management LLC

Total Portfolio Value
$139.19M
Total Bought
$16.81M
Total Sold
$2.00M
Net Transaction
+$14.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
86,39787,148+75114,16316,77412.05%+2,611
ISHARES TR110,028110,286+25811,54413,5389.73%+1,993
VANGUARD INDEX FDS10,28013,212+2,9324,0375,7714.15%+1,734
VANGUARD SPECIALIZED FUNDS60,80461,784+9809,44810,5287.56%+1,080
SCHWAB STRATEGIC TR170,339171,843+1,50412,05313,0829.40%+1,029
MICROSOFT CORP(MSFT)11,30912,126+8173,5714,5603.28%+989
APPLE INC(AAPL)26,39226,449+574,5195,0923.66%+573
PROSHARES TR
S&P TECH DIVIDEN
31,89934,409+2,5101,9822,3941.72%+412
JPMORGAN CHASE & CO(JPM)9,5229,624+1021,3811,6371.18%+256
INTERNATIONAL BUSINESS MACHS(IBM)9,7949,834+401,3741,6081.16%+234
SCHWAB STRATEGIC TR15,33018,332+3,0026358660.62%+231
GRAINGER W W INC(GWW)1,6331,629-41,1301,3500.97%+220
QUALCOMM INC(QCOM)6,7826,708-747539700.70%+217
SCHWAB STRATEGIC TR48,61052,068+3,4581,5391,7561.26%+217
AMERICAN TOWER CORP NEW(AMT)3,9213,982+616458600.62%+215
TARGET CORP(TGT)7,0596,988-717819950.72%+215
AMERICAN EXPRESS CO(AXP)01,138+1,13802130.15%+213
ISHARES TR38,30536,978-1,3274,1234,3353.11%+211
SOUTHWEST AIRLS CO(LUV)07,253+7,25302090.15%+209
ALPHABET INC(GOOG)01,470+1,47002050.15%+205
VANGUARD ADMIRAL FDS INC19,84120,325+4841,7921,9971.43%+205
VANGUARD TAX-MANAGED FDS23,43625,658+2,2221,0251,2290.88%+204
REGIONS FINANCIAL CORP NEW(RF)010,516+10,51602040.15%+204
MCDONALDS CORP(MCD)0687+68702040.15%+204
PARKER-HANNIFIN CORP(PH)2,7252,739+141,0621,2620.91%+200
SELECT SECTOR SPDR TR
ST STR SVC ETF
7,2639,296+2,0334766750.49%+199
ISHARES TR9,0059,985+9808871,0810.78%+194
BLACKROCK INC(BLK)9891,007+186408170.59%+178
ISHARES TR10,58611,186+6009141,0830.78%+170
ISHARES TR
ESG AWR MSCI USA
14,62114,653+321,3731,5371.10%+164
L3HARRIS TECHNOLOGIES INC(LHX)4,8224,759-638401,0020.72%+163
STRYKER CORPORATION(SYK)5,3465,411+651,4611,6201.16%+159
HOME DEPOT INC(HD)2,9963,065+699051,0620.76%+157
SCHWAB STRATEGIC TR30,55032,310+1,7601,3511,5061.08%+155
COCA COLA CONS INC(COKE)50050003184640.33%+146
VERIZON COMMUNICATIONS INC(VZ)20,99121,645+6546808160.59%+136
ISHARES TR2,0372,097+608751,0020.72%+127
S&P GLOBAL INC(SPGI)1,7621,741-216447670.55%+123
VISA INC(V)3,4873,534+478029200.66%+118
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,3452,745+4003774910.35%+113
LOCKHEED MARTIN CORP(LMT)2,4202,433+139901,1030.79%+113
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
7,9079,673+1,7664235320.38%+108
AMGEN INC(AMGN)4,8484,892+441,3031,4091.01%+106
UNION PAC CORP(UNP)1,7611,875+1143594610.33%+102
ISHARES TR
ESG AW MSCI EAFE
14,13414,215+819771,0740.77%+97
AFLAC INC(AFL)15,60415,651+471,1981,2910.93%+94
GOLDMAN SACHS GROUP INC(GS)1,5091,472-374885680.41%+80
FIRST TR EXCHANGE-TRADED FD3,0183,746+7282223000.22%+78
BANK OZK LITTLE ROCK ARK(OZK)5,6015,690+892082840.20%+76
ABBVIE INC(ABBV)5,7676,021+2548609330.67%+73
HOME BANCSHARES INC(HOMB)15,69615,867+1713294020.29%+73
STANLEY BLACK & DECKER INC(SWK)3,0413,280+2392543220.23%+68
NVIDIA CORPORATION(NVDA)1,1041,10404805470.39%+67
ELI LILLY & CO(LLY)1,0001,031+315376010.43%+64
ISHARES TR
0-5YR HI YL CP
13,85714,879+1,0225696280.45%+60
SCHWAB STRATEGIC TR4,7985,059+2613253810.27%+56
UNITEDHEALTH GROUP INC(UNH)1,1881,237+495996510.47%+52
JOHNSON & JOHNSON(JNJ)8,4488,682+2341,3161,3610.98%+45
KROGER CO(KR)32,87933,132+2531,4711,5141.09%+43
AMAZON COM INC(AMZN)3,1902,950-2404064480.32%+43
EATON CORP PLC(ETN)1,5041,50403213620.26%+41
SPDR SER TR
ST STR MSCI GEN
4,0664,06603463860.28%+41
SCHWAB STRATEGIC TR28,37028,170-2001,3601,4011.01%+41
STARBUCKS CORP(SBUX)4,9145,089+1754494890.35%+40
SPDR S&P 500 ETF TR(SPY)68268202913240.23%+33
T ROWE PRICE ETF INC
PRICE GRW STOCK
8,7988,79802382690.19%+32
MERCK & CO INC(MRK)4,0884,141+534214510.32%+31
LOWES COS INC(LOW)1,7091,721+123553830.28%+28
ISHARES TR
CORE DIV GRWTH
6,0936,101+83023280.24%+27
ISHARES TR9,9009,90003854110.30%+26
VANGUARD INDEX FDS1,0251,02502132380.17%+25
PROCTER AND GAMBLE CO(PG)3,2563,405+1494754990.36%+24
ISHARES TR922948+262492710.19%+22
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
5,9006,123+2232823020.22%+20
ISHARES TR23,24823,063-1853403590.26%+19
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
2,8422,84202162310.17%+15
WALMART INC(WMT)18,08818,389+3012,8932,8992.08%+6
AMERICOLD REALTY TRUST INC(COLD)7,5557,661+1062302320.17%+2
BERKSHIRE HATHAWAY INC DEL1,6421,617-255755770.41%+2
CLOROX CO DEL(CLX)3,3423,079-2634384390.32%+1
VERU INC59,83359,833043430.03%0
SCHWAB STRATEGIC TR21,73320,869-8645205170.37%-3
SIBANYE STILLWATER LTD(SBSW)11,38611,386070620.04%-8
EXXON MOBIL CORP2,4722,673+2012912670.19%-23
COHEN & STEERS INC(CNS)5,4284,150-1,2783403140.23%-26
TYSON FOODS INC(TSN)16,05714,574-1,4838117830.56%-27
AUTOMATIC DATA PROCESSING IN6,2306,234+41,4991,4521.04%-46
FEDEX CORP(FDX)5,5685,596+281,4751,4161.02%-60
NOVAVAX INC(NVAX)24,86024,86001801190.09%-61
CHEVRON CORP NEW(CVX)4,8384,910+728167320.53%-83
DEVON ENERGY CORP NEW(DVN)19,05018,050-1,0009098180.59%-91
PRICE T ROWE GROUP INC(TROW)5,8664,865-1,0016155240.38%-91
CISCO SYS INC(CSCO)3,8550-3,8552070-207
ISHARES TR2,1540-2,1542180-218
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