MM

MITCHELL MCLEOD PUGH & WILLIAMS INC

13F
MITCHELL MCLEOD PUGH & WILLIAMS INC
Last update 2024-11-04 269 Stocks (11 new)
Value $479.00 Mil Turnover 3 %
Countries:
Top Holdings: AAPL(7.08%)VOO(6.11%)VUG(5.24%)VTV(3.68%)VO(3.45%)
Portfolio Report
Summary Stock Picks Current Portfolio
MITCHELL MCLEOD PUGH & WILLIAM... 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
145,560
33915.460
-2.19%
7.080
-0.16%
0.000
+1.14%
+15.81%
3357526.605
Hardware
VOO 		Vanguard S&P 500 ETF
55,493
29281.870
+8.35%
6.110
+0.47%
0.010
+6.92%
+19.92%
487664.165
 
VUG 		Vanguard Growth ETF
65,412
25113.800
+5.31%
5.240
+0.26%
0.020
+8.85%
+23.81%
132125.842
 
VTV 		Vanguard Value ETF
100,938
17620.770
+10.12%
3.680
+0.34%
0.010
+4.94%
+14.88%
121702.387
 
VO 		Vanguard Mid-Cap ETF
62,578
16509.980
+10.66%
3.450
+0.33%
0.020
+7.77%
+12.87%
66397.471
 
MSFT 		Microsoft Corp
37,967
16337.250
+0.63%
3.410
+0.02%
0.000
+0.17%
+9.22%
3036851.402
Software
NVDA 		NVIDIA Corp
81,692
9920.700
+1.27%
2.070
+0.03%
0.000
+26.92%
+174.97%
3339514.200
Semiconductors
BRK.B 		Berkshire Hathaway Inc
19,097
8789.590
+1.00%
1.830
+0.02%
0.000
+3.25%
+24.01%
954485.320
Insurance
COWZ 		Pacer US Cash Cows 100 ETF
137,225
7935.710
+11.41%
1.660
+0.17%
0.030
+4.30%
+10.66%
25195.264
 
JPM 		JPMorgan Chase & Co
33,101
6979.620
-0.80%
1.460
-0.01%
0.000
+11.04%
+32.29%
618755.518
Banks

MITCHELL MCLEOD PUGH & WILLIAMS INC's Historical Top Holdings Breakdowns

MITCHELL MCLEOD PUGH & WILLIAMS INC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.47%
●
475.2 ($508.3) 527.7
$523.80
3.05%
Add 8.35%
55,493
4,275
VTV 		Vanguard Value ETF2024-09-30Add
+0.34%
●
159.75 ($167.43) 174.57
$171.75
2.58%
Add 10.12%
100,938
9,279
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.33%
●
237.84 ($251.14) 263.83
$262.58
4.56%
Add 10.66%
62,578
6,028
VUG 		Vanguard Growth ETF2024-09-30Add
+0.26%
●
341.08 ($371.89) 391.94
$384.91
3.50%
Add 5.31%
65,412
3,296
FBCG 		Fidelity Blue Chip Growth ETF2024-09-30Add
+0.20%
●
37.45 ($41.37) 44.25
$43.23
4.50%
Add 93.44%
46,823
22,618
COWZ 		Pacer US Cash Cows 100 ETF2024-09-30Add
+0.17%
●
53.41 ($56.03) 57.9
$57.53
2.68%
Add 11.41%
137,225
14,056
AAPL 		Apple Inc2024-09-30Reduce
-0.16%
●
207.23 ($223.32) 234.82
$222.12
-0.54%
Reduce -2.19%
145,560
-3,260
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.16%
●
214.77 ($227.22) 237.72
$236.87
4.25%
Add 13.09%
27,571
3,192
CSCO 		Cisco Systems Inc2024-09-30Reduce
-0.10%
●
44.74 ($48.64) 53.22
$55.83
14.78%
Reduce -23.89%
30,496
-9,570
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.09%
●
74.26 ($77.1) 78.84
$75.71
-1.80%
Add 16.75%
37,192
5,337

MITCHELL MCLEOD PUGH & WILLIAMS INC Total Holding History ($B)

To

MITCHELL MCLEOD PUGH & WILLIAMS INC's Asset Allocation

To

MITCHELL MCLEOD PUGH & WILLIAMS INC Past Portfolios

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

Top Ranked Articles

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MITCHELL MCLEOD PUGH & WILLIAMS INC's Hypothetical Growth since 2024-09-30

MITCHELL MCLEOD PUGH & WILLIAMS INC's Yearly Returns

Year Portfolio % % Excess Gain %

MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings Heat Map

Size field:

MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings Bubble Chart

MITCHELL MCLEOD PUGH & WILLIAMS INC News

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