Mitchell Mcleod Pugh & Williams Inc Purchases in Q1 2025

Mitchell Mcleod Pugh & Williams Inc

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
4
New
$663000.0 - $801950.0 $2.65M - $3.21M
4 $3.19M
VTV
Vanguard Value ETF

ETFs
15.2K
+ 13.94%
$167.73 - $179.21 $2.55M - $2.73M
124K $21.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
251
+ 1.14%
$442.66 - $534.52 $111K - $134K
22.2K $11.8M
VO
Vanguard Mid Cap ETF

ETFs
6.33K
+ 9.2%
$251.87 - $277.95 $1.59M - $1.76M
75.1K $19.4M
PLTR
Palantir Technologies Inc.

Technology
9.71K
+ 286.04%
$64.98 - $124.62 $631K - $1.21M
13.1K $1.11M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
16.9K
+ 83.72%
$40.79 - $42.32 $688K - $714K
37K $1.56M
SO
Southern CO

Utilities
49
+ 0.07%
$80.96 - $92.96 $3.97K - $4.56K
67.7K $6.23M
JNJ
Johnson & Johnson

Healthcare
223
+ 0.83%
$142.06 - $167.7 $31.7K - $37.4K
27K $4.48M
XOM
Exxon Mobil Corp

Energy
1.35K
+ 3.74%
$105.44 - $118.93 $143K - $161K
37.5K $4.46M
XLV
Select Sector Spdr Fund Health

ETFs
3.87K
New
$137.61 - $149.68 $532K - $579K
3.87K $564K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
23.5K
+ 34.99%
$39.97 - $48.7 $940K - $1.14M
90.7K $3.62M
ABBV
Abb Vie Inc.

Healthcare
130
+ 0.85%
$169.2 - $216.66 $22K - $28.2K
15.5K $3.24M
CVX
Chevron Corp

Energy
168
+ 0.79%
$146.71 - $167.97 $24.6K - $28.2K
21.4K $3.59M
XLF
Financial Sector Spdr

ETFs
9.79K
New
$47.32 - $52.19 $463K - $511K
9.79K $487K
XLK
Technology Sector Spdr

ETFs
2.15K
New
$206.38 - $242.18 $443K - $520K
2.15K $443K
VEA
Vanguard Ftse Developed Market

ETFs
2.06K
+ 1.98%
$47.4 - $52.99 $97.7K - $109K
106K $5.4M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
5.72K
New
$69.87 - $75.62 $400K - $433K
5.72K $414K
NFLX
Netflix Inc

Communication Services
345
+ 21.95%
$828.4 - $1058.6 $286K - $365K
1.92K $1.79M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.92K
New
$56.51 - $62.98 $335K - $373K
5.92K $359K
PM
Philip Morris International Inc.

Consumer Defensive
160
+ 1.87%
$117.15 - $158.79 $18.7K - $25.4K
8.72K $1.38M
TMUS
T Mobile Us, Inc.

Communication Services
284
+ 4.85%
$211.3 - $272.83 $60K - $77.5K
6.14K $1.64M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.73K
New
$57.21 - $65.8 $328K - $377K
5.73K $334K
XLY
Select Sector Spdr Consumer Di

ETFs
1.67K
New
$192.6 - $233.2 $321K - $389K
1.67K $328K
META
Meta Platforms, Inc.

Communication Services
607
+ 15.36%
$576.36 - $736.67 $350K - $447K
4.56K $2.63M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.14K
New
$80.53 - $147.57 $172K - $316K
2.14K $282K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.11K
+ 85.5%
$165.25 - $224.62 $349K - $474K
4.58K $760K
DUK
Duke Energy Corp

Utilities
161
+ 0.98%
$105.87 - $121.97 $17K - $19.6K
16.6K $2.02M
BMY
Bristol Myers Squibb CO

Healthcare
3.05K
+ 26.85%
$53.9 - $63.11 $164K - $192K
14.4K $878K
ELV
Elevance Health, Inc.

Healthcare
40
+ 1.2%
$365.9 - $436.25 $14.6K - $17.5K
3.37K $1.46M
RTX
Raytheon Technologies Corp

Industrials
14
+ 0.1%
$114.1 - $135.66 $1.6K - $1.9K
13.9K $1.84M
IRBO
Ishares Robotics & Artificial

ETFs
7.29K
New
N/A
7.29K $234K
KO
Coca Cola CO

Consumer Defensive
16
+ 0.06%
$60.81 - $72.32 $973 - $1.16K
24.8K $1.78M
ED
Consolidated Edison Inc

Utilities
2.07K
New
$88.0 - $110.59 $182K - $228K
2.07K $228K
AZO
Autozone Inc

Consumer Cyclical
60
New
$3193.96 - $3828.11 $192K - $230K
60 $228K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.63K
+ 4.1%
$58.01 - $64.46 $94.7K - $105K
41.4K $2.57M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.62K
New
$46.15 - $63.53 $167K - $230K
3.62K $222K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
2.54K
New
$73.71 - $87.55 $187K - $223K
2.54K $221K
ETR
Entergy Corp

Utilities
2.56K
New
$75.26 - $87.89 $193K - $225K
2.56K $219K
SHEL
Shell PLC

Energy
2.95K
New
$62.84 - $73.29 $185K - $216K
2.95K $216K
XLP
Consumer Staples Sector Spdr

ETFs
2.68K
New
N/A
2.68K $204K
TSCO
Tractor Supply CO

Consumer Cyclical
3.7K
New
$51.66 - $57.94 $191K - $214K
3.7K $203K
HES
Hess Corp

Energy
1.26K
New
$135.42 - $160.52 $170K - $202K
1.26K $201K
PLD
Prologis, Inc.

Real Estate
1.79K
New
$103.59 - $124.04 $185K - $222K
1.79K $200K
MO
Altria Group, Inc.

Consumer Defensive
70
+ 0.3%
$50.81 - $60.02 $3.56K - $4.2K
23.7K $1.42M
CVS
Cvs Health Corp

Healthcare
11
+ 0.14%
$44.22 - $68.64 $486 - $755
7.99K $541K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.07%
$232.43 - $265.13 $1.16K - $1.33K
7.62K $2.01M
VZ
Verizon Communications Inc

Communication Services
478
+ 1.62%
$37.81 - $46.49 $18.1K - $22.2K
30K $1.36M
MCK
Mckesson Corp

Healthcare
100
+ 10.43%
$566.21 - $672.99 $56.6K - $67.3K
1.06K $712K
V
Visa Inc.

Financial Services
1
+ 0.02%
$306.92 - $362.71 $307 - $363
4.67K $1.64M
Activity Summary
Buys All Purchases 141 New Holdings 21 Increased Positions 120 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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