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
VB
Vanguard Small Cap ETF

ETFs
3.15K
+ 10.66%
$217.89 - $252.64 $685K - $795K
32.7K $7.24M
UNH
Unitedhealth Group Inc

Healthcare
66
+ 1.05%
$461.52 - $548.18 $30.5K - $36.2K
6.37K $3.34M
UBER
Uber Technologies, Inc

Technology
334
+ 3.44%
$63.17 - $81.49 $21.1K - $27.2K
10.1K $732K
ABT
Abbott Laboratories

Healthcare
1
+ 0.01%
$111.1 - $140.22 $111 - $140
7.28K $965K
AMGN
Amgen Inc

Healthcare
78
+ 3.42%
$258.59 - $327.36 $20.2K - $25.5K
2.36K $735K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1
+ 0.01%
$56.12 - $68.15 $56.1 - $68.2
15.8K $1.07M
AIG
American International Group, Inc.

Financial Services
1
+ 0.01%
$70.5 - $86.94 $70.5 - $86.9
8.84K $768K
CTVA
Corteva, Inc.

Basic Materials
1.52K
+ 35.51%
$55.94 - $66.15 $84.8K - $100K
5.79K $364K
F
Ford Motor CO

Consumer Cyclical
11.6K
New
$9.12 - $10.43 $106K - $121K
11.6K $116K
CSCO
Cisco Systems, Inc.

Technology
595
+ 2.15%
$58.74 - $64.87 $35K - $38.6K
28.3K $1.74M
CB
Chubb LTD

Financial Services
2
+ 0.05%
$257.71 - $301.99 $515 - $604
3.86K $1.16M
O
Realty Income Corp

Real Estate
837
+ 7.48%
$51.67 - $58.49 $43.2K - $49K
12K $697K
VLO
Valero Energy Corp

Energy
182
+ 2.36%
$121.76 - $142.99 $22.2K - $26K
7.89K $1.04M
WM
Waste Management Inc

Industrials
1
+ 0.03%
$200.54 - $233.78 $201 - $234
3.21K $742K
KMB
Kimberly Clark Corp

Consumer Defensive
127
+ 1.97%
$124.46 - $147.4 $15.8K - $18.7K
6.58K $935K
SLB
Schlumberger Limited

Energy
922
+ 6.24%
$38.4 - $43.74 $35.4K - $40.3K
15.7K $656K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.02K
+ 10.71%
$76.94 - $78.28 $78.3K - $79.7K
10.5K $824K
KLAC
Kla Corp

Technology
10
+ 0.64%
$636.62 - $777.63 $6.37K - $7.78K
1.56K $1.06M
QCOM
Qualcomm Inc

Technology
533
+ 4.39%
$151.94 - $175.86 $81K - $93.7K
12.7K $1.95M
ATO
Atmos Energy Corp

Utilities
129
+ 3.78%
$136.51 - $154.58 $17.6K - $19.9K
3.55K $548K
WMB
Williams Companies, Inc.

Energy
66
+ 0.58%
$54.02 - $61.09 $3.57K - $4.03K
11.5K $685K
CMCSA
Comcast Corp

Communication Services
2.43K
+ 6.82%
$33.19 - $38.23 $80.7K - $92.9K
38.1K $1.41M
VIG
Vanguard Dividend Appreciation

ETFs
360
+ 13.87%
N/A
2.96K $538K
WMT
Walmart Inc.

Consumer Defensive
2.19K
+ 4.31%
$84.5 - $105.05 $185K - $230K
53.1K $4.66M
VNQ
Vanguard Specialized Funds Van

ETFs
335
+ 1.68%
$85.55 - $94.34 $28.7K - $31.6K
20.3K $1.84M
UNP
Union Pacific Corp

Industrials
1
+ 0.01%
$225.21 - $254.42 $225 - $254
6.88K $1.62M
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$180.99 - $210.18 $181 - $210
3.79K $784K
VOE
Vanguard Mid Cap Value Index F

ETFs
389
+ 5.6%
$156.61 - $168.02 $60.9K - $65.4K
7.33K $1.18M
WFC
Wells Fargo & Company

Financial Services
313
+ 1.56%
$66.78 - $81.42 $20.9K - $25.5K
20.4K $1.46M
MSEX
Middlesex Water CO

Utilities
2
+ 0.05%
$48.68 - $64.93 $97.4 - $130
4.33K $277K
LMT
Lockheed Martin Corp

Industrials
258
+ 15.21%
$423.19 - $506.29 $109K - $131K
1.95K $872K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.99%
$402.49 - $513.76 $2.01K - $2.57K
512 $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
58
+ 1.85%
$283.24 - $338.07 $16.4K - $19.6K
3.19K $939K
GLW
Corning Inc

Technology
1.6K
+ 6.18%
$44.91 - $54.25 $71.8K - $86.7K
27.5K $1.26M
NEE
Nextera Energy Inc

Utilities
574
+ 2.97%
$66.96 - $76.16 $38.4K - $43.7K
19.9K $1.41M
BDX
Becton Dickinson & CO

Healthcare
70
+ 2.12%
$222.79 - $249.08 $15.6K - $17.4K
3.37K $772K
KMI
Kinder Morgan, Inc.

Energy
275
+ 1.93%
$26.1 - $31.22 $7.18K - $8.59K
14.5K $414K
VOT
Vanguard Mid Cap Growth Index

ETFs
292
+ 5.31%
$237.72 - $276.98 $69.4K - $80.9K
5.79K $1.42M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
280
+ 2.86%
$90.0 - $96.32 $25.2K - $27K
10.1K $930K
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.11%
$91.75 - $115.81 $275 - $347
2.82K $276K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.02%
$74.7 - $80.27 $74.7 - $80.3
4.75K $374K
CRM
Salesforce, Inc.

Technology
672
+ 26.11%
$268.36 - $359.95 $180K - $242K
3.25K $871K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25
+ 0.62%
$126.11 - $135.06 $3.15K - $3.38K
4.03K $519K
OKE
Oneok Inc

Energy
158
+ 1.88%
$89.57 - $109.85 $14.2K - $17.4K
8.56K $849K
C
Citigroup Inc

Financial Services
1
+ 0.01%
$67.23 - $84.63 $67.2 - $84.6
8.61K $611K
Dimensional ETF Trust
27
+ 0.34%
N/A
7.89K $0
Vanguard Mun Bd Fds
480
+ 6.2%
N/A
8.22K $0
Linde PLC
70
+ 2.58%
N/A
2.78K $0
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.04%
N/A
2.41K $329K
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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