Mitchell Mcleod Pugh & Williams Inc Incresed Positions in Q3 2024

Mitchell Mcleod Pugh & Williams Inc

  • $476 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.28K
+ 8.35%
$475.2 - $527.7 $2.03M - $2.26M
55.5K $29.3M
VTV
Vanguard Value ETF

ETFs
9.28K
+ 10.12%
$159.75 - $174.57 $1.48M - $1.62M
101K $17.6M
VO
Vanguard Mid Cap ETF

ETFs
6.03K
+ 10.66%
$237.84 - $263.83 $1.43M - $1.59M
62.6K $16.5M
VUG
Vanguard Growth ETF

ETFs
3.3K
+ 5.31%
$341.08 - $391.94 $1.12M - $1.29M
65.4K $25.1M
VB
Vanguard Small Cap ETF

ETFs
3.19K
+ 13.09%
$214.77 - $237.72 $686K - $759K
27.6K $6.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.1K
+ 11.41%
$53.41 - $57.9 $751K - $814K
137K $7.94M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 1.0%
$405.19 - $478.57 $77K - $90.9K
19.1K $8.79M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
22.6K
+ 93.44%
$37.45 - $44.25 $847K - $1M
46.8K $2M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 0.07%
$333.64 - $405.2 $3.67K - $4.46K
15.3K $6.18M
TSLA
Tesla, Inc.

Consumer Cyclical
101
+ 0.79%
$191.76 - $263.26 $19.4K - $26.6K
13K $3.39M
VEA
Vanguard Ftse Developed Market

ETFs
5.89K
+ 6.29%
$47.6 - $53.31 $280K - $314K
99.4K $5.25M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.34K
+ 16.75%
$74.26 - $78.84 $396K - $421K
37.2K $2.91M
VTI
Vanguard Total Stock Market Et

ETFs
869
+ 6.47%
$255.18 - $283.2 $222K - $246K
14.3K $4.05M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.37K
+ 22.59%
$58.03 - $65.37 $312K - $351K
29.1K $1.89M
JNJ
Johnson & Johnson

Healthcare
4
+ 0.01%
$145.48 - $167.38 $582 - $670
28.1K $4.55M
VNQ
Vanguard Specialized Funds Van

ETFs
1.17K
+ 5.14%
$82.97 - $98.97 $97.1K - $116K
23.9K $2.33M
ABBV
Abb Vie Inc.

Healthcare
27
+ 0.17%
$163.84 - $199.33 $4.42K - $5.38K
16K $3.16M
GLD
Spdr Gold Trust

ETFs
1.17K
+ 27.21%
$215.56 - $246.98 $252K - $289K
5.47K $1.33M
LOW
Lowes Companies Inc

Consumer Cyclical
40
+ 0.54%
$213.3 - $270.78 $8.53K - $10.8K
7.46K $2.02M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.01%
$233.44 - $279.45 $233 - $279
8.82K $2.44M
META
Meta Platforms, Inc.

Communication Services
150
+ 4.2%
$453.41 - $572.44 $68K - $85.9K
3.72K $2.13M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.4K
+ 11.62%
$49.93 - $51.15 $269K - $276K
51.8K $2.65M
RTX
Raytheon Technologies Corp

Industrials
14
+ 0.1%
$99.55 - $123.34 $1.39K - $1.73K
14.5K $1.75M
O
Realty Income Corp

Real Estate
3.35K
+ 43.95%
$52.36 - $63.42 $175K - $212K
11K $695K
AVGO
Broadcom Inc.

Technology
27.4K
+ 884.7%
$136.27 - $1745.86 $3.74M - $47.9M
30.5K $5.26M
HPE
Hewlett Packard Enterprise CO

Technology
14.8K
+ 59.14%
$16.1 - $21.44 $237K - $316K
39.7K $812K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.47K
+ 4.88%
$42.22 - $48.62 $104K - $120K
53.1K $2.47M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 2.0%
$41.9 - $48.26 $42.8K - $49.3K
52.1K $2.49M
DUK
Duke Energy Corp

Utilities
11
+ 0.07%
$99.35 - $117.71 $1.09K - $1.29K
16.8K $1.94M
TMUS
T Mobile Us, Inc.

Communication Services
446
+ 8.8%
$175.14 - $206.36 $78.1K - $92K
5.52K $1.14M
AMT
American Tower Corp

Real Estate
340
+ 7.96%
$192.27 - $242.73 $65.4K - $82.5K
4.61K $1.07M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.02%
$245.82 - $304.51 $246 - $305
4.63K $1.41M
NKE
Nike, Inc.

Consumer Cyclical
70
+ 0.44%
$71.09 - $89.44 $4.98K - $6.26K
16.1K $1.42M
DE
Deere & CO

Industrials
20
+ 0.44%
$344.84 - $418.0 $6.9K - $8.36K
4.6K $1.92M
YUM
Yum Brands Inc

Consumer Cyclical
661
+ 4.14%
$125.95 - $139.96 $83.3K - $92.5K
16.6K $2.32M
GE
General Electric CO

Industrials
60
+ 0.96%
$156.66 - $189.66 $9.4K - $11.4K
6.3K $1.19M
CMCSA
Comcast Corp

Communication Services
1.65K
+ 4.56%
$37.33 - $41.78 $61.6K - $68.9K
37.8K $1.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.09%
$517.38 - $573.86 $2.59K - $2.87K
5.35K $3.07M
CARR
Carrier Global Corp

Industrials
450
+ 7.13%
$61.9 - $80.88 $27.9K - $36.4K
6.76K $544K
VOE
Vanguard Mid Cap Value Index F

ETFs
217
+ 3.54%
$149.02 - $167.67 $32.3K - $36.4K
6.34K $1.06M
CB
Chubb LTD

Financial Services
40
+ 1.09%
$252.51 - $292.2 $10.1K - $11.7K
3.71K $1.07M
TCHP
T Rowe Price Exchange Traded F

Technology
2.99K
+ 20.56%
$35.14 - $40.43 $105K - $121K
17.5K $693K
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.03%
$247.34 - $300.11 $247 - $300
3.13K $931K
BMY
Bristol Myers Squibb CO

Healthcare
3
+ 0.03%
$39.66 - $51.75 $119 - $155
11.4K $588K
VZ
Verizon Communications Inc

Communication Services
96
+ 0.32%
$38.89 - $45.0 $3.73K - $4.32K
30.5K $1.37M
ALL
Allstate Corp

Financial Services
2
+ 0.05%
$158.43 - $192.86 $317 - $386
3.79K $717K
BND
Vanguard Bd Index Fd Inc Total

ETFs
724
+ 3.72%
$71.45 - $75.64 $51.7K - $54.8K
20.2K $1.52M
VOT
Vanguard Mid Cap Growth Index

ETFs
173
+ 3.49%
$218.05 - $243.47 $37.7K - $42.1K
5.13K $1.25M
OKE
Oneok Inc

Energy
200
+ 2.39%
$78.62 - $95.27 $15.7K - $19.1K
8.57K $780K
Activity Summary
Buys All Purchases 114 New Holdings 11 Increased Positions 103 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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