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MITCHELL & PAHL PRIVATE WEALTH, LLC13F | |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | |
| Last update 2025-04-10 | 145 Stocks (2 new) |
| Value $215.00 Mil | Turnover 2 % |
MITCHELL & PAHL PRIVATE WEALTH... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 29,680 | 6,592.8 | -1.28% | 3.070 | -0.05% | 0.000 | +15.29% | -16.37% | 3,120,467.4 | Hardware | |
MSFT | Microsoft Corp | 15,629 | 5,866.8 | -0.10% | 2.740 | 0% | 0.000 | +38.78% | +18.06% | 3,684,497.8 | Software | |
UNH | UnitedHealth Group Inc | 8,911 | 4,667.2 | +0.96% | 2.180 | +0.02% | 0.000 | -41.95% | -39.53% | 274,346.5 | Healthcare Plans | |
AVGO | Broadcom Inc | 25,006 | 4,186.8 | -3.21% | 1.950 | -0.09% | 0.000 | +78.03% | +18.72% | 1,287,669.3 | Semiconductors | |
XOM | Exxon Mobil Corp | 31,178 | 3,707.9 | +0.56% | 1.730 | +0.01% | 0.000 | +8.40% | +4.66% | 476,516.8 | Oil & Gas | |
LIN | Linde PLC | 7,826 | 3,644.1 | +0.53% | 1.700 | +0.01% | 0.000 | +10.27% | +12.54% | 220,346.1 | Chemicals | |
WM | Waste Management Inc | 15,111 | 3,498.4 | +0.37% | 1.630 | +0.01% | 0.000 | +2.84% | +12.83% | 90,964.3 | Waste Management | |
PG | Procter & Gamble Co | 20,524 | 3,497.8 | 0% | 1.630 | 0% | 0.000 | +0.49% | -3.37% | 375,173.6 | Consumer Packaged Goods | |
ABBV | AbbVie Inc | 15,963 | 3,344.7 | -2.53% | 1.560 | -0.03% | 0.000 | +1.33% | +7.38% | 330,847.3 | Drug Manufacturers | |
CMCSA | Comcast Corp | 87,775 | 3,238.9 | +2.73% | 1.510 | +0.04% | 0.000 | +6.83% | -3.06% | 132,285.1 | Telecommunication Services |
MITCHELL & PAHL PRIVATE WEALTH, LLC's Historical Top Holdings Breakdowns
MITCHELL & PAHL PRIVATE WEALTH, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
TMUS | T-Mobile US Inc | 2025-03-31 | New Buy New Buy | +0.63% | 211.3 ($246.5) 272.83 | $237.52 | -3.64% | New holding | 5,102 | 5,102 | |
CCI | Crown Castle Inc | 2025-03-31 | Sold Out Sold Out | -0.56% | 84.33 ($93.37) 106.39 | $101.30 | 8.49% | Sold Out | 0 | -13,324 | |
MTDR | Matador Resources Co | 2025-03-31 | New Buy New Buy | +0.38% | 44.79 ($55.26) 63.77 | $48.69 | -11.89% | New holding | 15,968 | 15,968 | |
| AZPN Unlock Delisted | Aspen Technology Inc | 2025-03-31 | Sold Out Sold Out | -0.35% | 249.06 ($260.82) 274.8 | $264.33 | 1.35% | Sold Out | 0 | -2,964 | |
FICO | Fair Isaac Corp | 2025-03-31 | Reduce Reduce | -0.25% | 1695.35 ($1851.88) 2030.47 | $1,860.59 | 0.47% | Reduce -23.43% | 892 | -273 | |
EIX | Edison International | 2025-03-31 | Sold Out Sold Out | -0.12% | 50.06 ($57.47) 80.01 | $50.37 | -12.35% | Sold Out | 0 | -3,122 | |
NKE | Nike Inc | 2025-03-31 | Add Add | +0.10% | 63.29 ($73.61) 81.72 | $76.14 | 3.44% | Add 19.61% | 20,179 | 3,308 | |
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -0.09% | 167.43 ($211.65) 244.7 | $273.87 | 29.40% | Reduce -3.21% | 25,006 | -830 | |
AMGN | Amgen Inc | 2025-03-31 | Add Add | +0.06% | 258.59 ($295.3) 327.36 | $292.11 | -1.08% | Add 7.45% | 6,317 | 438 | |
SYY | Sysco Corp | 2025-03-31 | Add Add | +0.06% | 70 ($73.3) 77.13 | $76.62 | 4.53% | Add 8.39% | 23,291 | 1,803 |
MITCHELL & PAHL PRIVATE WEALTH, LLC Total Holding History ($B)
MITCHELL & PAHL PRIVATE WEALTH, LLC's Asset Allocation
MITCHELL & PAHL PRIVATE WEALTH, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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MITCHELL & PAHL PRIVATE WEALTH, LLC's Hypothetical Growth since 2025-03-31
MITCHELL & PAHL PRIVATE WEALTH, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MITCHELL & PAHL PRIVATE WEALTH, LLC's Holdings Heat Map
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MITCHELL & PAHL PRIVATE WEALTH, LLC's Holdings Bubble Chart
MITCHELL & PAHL PRIVATE WEALTH, LLC News
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