MITCHELL & PAHL PRIVATE WEALTH, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MP MITCHELL & PAHL PRIVATE WEALTH, LLC | Institutional Filer | ▲ 2.23% | $246.3M | 145 |
Current Portfolio Holdings
Showing all 145 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 28K | $7.1M | 2.90% |
| 2 | AVGO | Broadcom Inc. | Technology | 18K | $5.5M | 2.22% |
| 3 | MSFT | Microsoft Corporation | Technology | 15K | $5.4M | 2.20% |
| 4 | XOM | Exxon Mobil Corporation | Energy | 32K | $5.4M | 2.18% |
| 5 | JNJ | Johnson & Johnson | Healthcare | 18K | $4.5M | 1.82% |
| 6 | LIN | Linde plc | Basic Materials | 8K | $3.9M | 1.60% |
| 7 | PSX | Phillips 66 | Energy | 21K | $3.8M | 1.53% |
| 8 | VLO | Valero Energy Corporation | Energy | 15K | $3.8M | 1.52% |
| 9 | GS | The Goldman Sachs Group, Inc. | Financial Services | 4K | $3.7M | 1.52% |
| 10 | NEE | NextEra Energy, Inc. | Utilities | 39K | $3.6M | 1.48% |
| 11 | WM | Waste Management, Inc. | Industrials | 15K | $3.5M | 1.43% |
| 12 | NVS | Novartis AG | Healthcare | 23K | $3.5M | 1.42% |
| 13 | ECL | Ecolab Inc. | Basic Materials | 13K | $3.4M | 1.37% |
| 14 | GD | General Dynamics Corporation | Industrials | 10K | $3.3M | 1.36% |
| 15 | ABBV | AbbVie Inc. | Healthcare | 15K | $3.3M | 1.35% |
Showing 1 to 15 of 145 holdings