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
+3.08%
-6.44%
3524877.666
Hardware
MSFT 		Microsoft Corp
15,800
6798.590
+8.59%
3.170
+0.25%
0.000
+0.48%
-0.95%
3101757.911
Software
UNH 		UnitedHealth Group Inc
8,787
5137.620
+6.86%
2.390
+0.15%
0.000
-9.35%
+6.76%
498002.665
Healthcare Plans
AVGO 		Broadcom Inc
27,096
4674.070
-0.57%
2.180
-0.01%
0.000
+24.20%
-3.04%
1056014.468
Semiconductors
LIN 		Linde PLC
7,580
3614.630
-0.77%
1.680
-0.01%
0.000
-10.80%
+0.69%
200667.225
Chemicals
XOM 		Exxon Mobil Corp
30,609
3587.860
+7.74%
1.670
+0.12%
0.000
-11.00%
+1.44%
480339.882
Oil & Gas
PG 		Procter & Gamble Co
20,275
3511.680
+7.04%
1.630
+0.11%
0.000
-6.56%
-5.20%
374074.828
Consumer Packaged Goods
HD 		The Home Depot Inc
8,560
3468.560
+5.00%
1.610
+0.08%
0.000
-4.94%
+0.13%
386596.861
Retail - Cyclical
CMCSA 		Comcast Corp
82,531
3447.350
+1.36%
1.600
+0.02%
0.000
-10.94%
-2.09%
139477.383
Telecommunication Services
ECL 		Ecolab Inc
12,428
3173.230
-0.86%
1.480
-0.01%
0.000
-7.85%
-0.38%
66106.958
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
BUD 		Anheuser-Busch InBev SA/NV2023-03-31Sold Out
-0.76%
●
58.05 ($60.44) 66.73
$46.41
-23.21%
Sold Out
0
-19,278
GS 		The Goldman Sachs Group Inc2023-03-31New Buy
+0.71%
●
303.54 ($348.1) 375.1
$562.95
61.72%
New holding
3,483
3,483
ABBNY 		ABB Ltd2023-06-30Sold Out
-0.66%
●
33.02 ($36.62) 39.7
$53.21
45.31%
Sold Out
0
-30,694
APD 		Air Products & Chemicals Inc2023-03-31Add
+0.64%
●
266.94 ($291.85) 320.51
$301.74
3.39%
Add 71.87%
8,554
3,577
VMC 		Vulcan Materials Co2023-03-31Sold Out
-0.57%
●
161.02 ($177.55) 195.45
$256.03
44.20%
Sold Out
0
-4,991
SHW 		Sherwin-Williams Co2023-03-31Add
+0.44%
●
209.06 ($228.85) 249.36
$336.12
46.87%
Add 88.8%
6,657
3,131
NKE 		Nike Inc2023-06-30New Buy
+0.43%
●
103.63 ($117.04) 127.92
$72.08
-38.41%
New holding
6,479
6,479
LMT 		Lockheed Martin Corp2024-09-30New Buy
+0.43%
●
460.3 ($536.9) 584.56
$483.16
-10.01%
New holding
1,573
1,573
VFC 		VF Corp2023-06-30Sold Out
-0.41%
●
17.02 ($20.54) 23.51
$23.01
12.03%
Sold Out
0
-28,651
GD 		General Dynamics Corp2024-09-30Add
+0.30%
●
279.51 ($293.87) 308.09
$263.67
-10.28%
Add 29.66%
9,238
2,113

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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