MM

MITCHELL MCLEOD PUGH & WILLIAMS INC

13F
MITCHELL MCLEOD PUGH & WILLIAMS INC
Last update 2025-05-02 268 Stocks (21 new)
Value $483.00 Mil Turnover 5 %
Countries:
Top Holdings: VOO(6.66%)AAPL(5.90%)VUG(5.77%)VTV(4.45%)VO(4.02%)
Summary Stock Picks Current Portfolio
MITCHELL MCLEOD PUGH & WILLIAM... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
62,646
32,194.5
+2.35%
6.660
+0.15%
0.010
+16.07%
+7.11%
654,792.2
 
AAPL
Apple Inc
128,441
28,530.6
-1.53%
5.900
-0.11%
0.000
+3.38%
-16.30%
3,122,970.7
Hardware
VUG
Vanguard Growth ETF
75,166
27,873.0
+7.68%
5.770
+0.41%
0.020
+22.32%
+8.19%
164,984.3
 
VTV
Vanguard Value ETF
124,465
21,500.1
+13.94%
4.450
+0.54%
0.020
+9.10%
+6.28%
132,035.1
 
VO
Vanguard Mid-Cap ETF
75,120
19,427.7
+9.20%
4.020
+0.34%
0.030
+14.97%
+7.93%
79,519.3
 
MSFT
Microsoft Corp
36,437
13,678.2
+0.44%
2.830
+0.01%
0.000
+29.80%
+19.66%
3,734,481.7
Software
BRK.B
Berkshire Hathaway Inc
22,249
11,849.4
+1.14%
2.450
+0.03%
0.000
-9.97%
+5.18%
1,027,979.1
Insurance
NVDA
NVIDIA Corp
86,500
9,374.9
+6.18%
1.940
+0.11%
0.000
+48.99%
+22.84%
4,022,239.8
Semiconductors
COWZ
Pacer US Cash Cows 100 ETF
155,059
8,491.0
+0.91%
1.760
+0.02%
0.040
+12.21%
+0.51%
21,137.8
 
JPM
JPMorgan Chase & Co
31,625
7,757.7
-0.25%
1.600
0%
0.000
+23.35%
+22.15%
800,740.5
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
BRK.A
Berkshire Hathaway Inc
2025-03-31
New Buy
New Buy
+0.66%
●
663000 ($729331) 801950
$715,506.51
-1.90%
New holding
4
4
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.54%
●
167.73 ($174.39) 179.21
$177.91
2.02%
Add 13.94%
124,465
15,230
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.41%
●
369.1 ($404.54) 427.61
$442.98
9.50%
Add 7.68%
75,166
5,360
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.34%
●
251.87 ($268.43) 277.95
$282.72
5.32%
Add 9.2%
75,120
6,331
FBCG
Fidelity Blue Chip Growth ETF
2025-03-31
Add
Add
+0.19%
●
39.97 ($45.24) 48.7
$48.83
7.93%
Add 34.99%
90,682
23,506
PLTR
Palantir Technologies Inc
2025-03-31
Add
Add
+0.17%
●
64.98 ($87.82) 124.62
$147.07
67.47%
Add 286.04%
13,110
9,714
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.15%
●
40.79 ($41.67) 42.32
$41.94
0.64%
Add 83.72%
37,011
16,866
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.15%
●
507.05 ($540.58) 563.67
$573.52
6.09%
Add 2.35%
62,646
1,439
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.14%
●
217.89 ($238.81) 252.64
$242.43
1.51%
Add 10.66%
32,668
3,146
GL
Globe Life Inc
2025-03-31
Reduce
Reduce
-0.13%
●
111.2 ($122.35) 131.72
$120.04
-1.89%
Reduce -53.37%
4,738
-5,423

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 2025-03-31

MITCHELL MCLEOD PUGH & WILLIAMS INC's Yearly Returns

Year Portfolio % % Excess Gain %

MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings Heat Map

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MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings Bubble Chart

MITCHELL MCLEOD PUGH & WILLIAMS INC News

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