MP

MITCHELL & PAHL PRIVATE WEALTH, LLC

13F
MITCHELL & PAHL PRIVATE WEALTH, LLC
Last update 2024-10-17 145 Stocks (6 new)
Value $215.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(3.25%)MSFT(3.17%)UNH(2.39%)AVGO(2.18%)LIN(1.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
MITCHELL & PAHL PRIVATE WEALTH... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
29,925
6972.460
+2.71%
3.250
+0.09%
0.000
+1.14%
+15.81%
3357526.605
Hardware
MSFT 		Microsoft Corp
15,800
6798.590
+8.59%
3.170
+0.25%
0.000
+0.17%
+9.22%
3036851.402
Software
UNH 		UnitedHealth Group Inc
8,787
5137.620
+6.86%
2.390
+0.15%
0.000
-5.10%
+7.19%
515054.942
Healthcare Plans
AVGO 		Broadcom Inc
27,096
4674.070
-0.57%
2.180
-0.01%
0.000
+17.58%
+52.62%
787225.599
Semiconductors
LIN 		Linde PLC
7,580
3614.630
-0.77%
1.680
-0.01%
0.000
+1.25%
+12.61%
218232.690
Chemicals
XOM 		Exxon Mobil Corp
30,609
3587.860
+7.74%
1.670
+0.12%
0.000
+2.30%
+21.68%
521290.950
Oil & Gas
PG 		Procter & Gamble Co
20,275
3511.680
+7.04%
1.630
+0.11%
0.000
-2.37%
+15.46%
388770.289
Consumer Packaged Goods
HD 		The Home Depot Inc
8,560
3468.560
+5.00%
1.610
+0.08%
0.000
+11.97%
+16.33%
392917.061
Retail - Cyclical
CMCSA 		Comcast Corp
82,531
3447.350
+1.36%
1.600
+0.02%
0.000
+7.39%
-0.10%
162742.746
Telecommunication Services
ECL 		Ecolab Inc
12,428
3173.230
-0.86%
1.480
-0.01%
0.000
+3.31%
+24.15%
69233.064
Chemicals

MITCHELL & PAHL PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns

MITCHELL & PAHL PRIVATE WEALTH, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
LMT 		Lockheed Martin Corp2024-09-30New Buy
+0.43%
●
460.3 ($536.9) 584.56
$543.10
1.15%
New holding
1,573
1,573
GD 		General Dynamics Corp2024-09-30Add
+0.30%
●
279.51 ($293.87) 308.09
$293.60
-0.09%
Add 29.66%
9,238
2,113
BRK.B 		Berkshire Hathaway Inc2024-09-30New Buy
+0.26%
●
405.19 ($442.18) 478.57
$442.29
0.02%
New holding
1,226
1,226
MSFT 		Microsoft Corp2024-09-30Add
+0.25%
●
395.15 ($427.47) 467.56
$408.46
-4.45%
Add 8.59%
15,800
1,250
NKE 		Nike Inc2024-09-30Add
+0.16%
●
71.09 ($78.43) 89.44
$77.19
-1.58%
Add 39.79%
13,664
3,889
UNH 		UnitedHealth Group Inc2024-09-30Add
+0.15%
●
488.01 ($565.61) 604.18
$557.77
-1.39%
Add 6.86%
8,787
564
GOOG 		Alphabet Inc2024-09-30New Buy
+0.13%
●
149.54 ($169.25) 192.66
$170.70
0.86%
New holding
1,700
1,700
BA 		Boeing Co2024-09-30New Buy
+0.13%
●
152.04 ($171.47) 190.6
$155.07
-9.56%
New holding
1,849
1,849
XOM 		Exxon Mobil Corp2024-09-30Add
+0.12%
●
109.72 ($115.47) 119
$118.61
2.72%
Add 7.74%
30,609
2,199
IBM 		International Business Machines Corp2024-09-30New Buy
+0.12%
●
175.1 ($196.07) 223.43
$206.32
5.23%
New holding
1,178
1,178

MITCHELL & PAHL PRIVATE WEALTH, LLC Total Holding History ($B)

To

MITCHELL & PAHL PRIVATE WEALTH, LLC's Asset Allocation

To

MITCHELL & PAHL PRIVATE WEALTH, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MITCHELL & PAHL PRIVATE WEALTH, LLC's Hypothetical Growth since 2024-09-30

MITCHELL & PAHL PRIVATE WEALTH, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MITCHELL & PAHL PRIVATE WEALTH, LLC's Holdings Heat Map

Size field:

MITCHELL & PAHL PRIVATE WEALTH, LLC's Holdings Bubble Chart

MITCHELL & PAHL PRIVATE WEALTH, LLC News

  • 1

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