Mitchell Mcleod Pugh & Williams Inc Incresed Positions in Q1 2025

Mitchell Mcleod Pugh & Williams Inc

  • $479 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.46K
+ 9.46%
$73.78 - $76.59 $403K - $418K
63.1K $4.83M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
23.5K
+ 34.99%
$39.97 - $48.7 $940K - $1.14M
90.7K $3.62M
CVX
Chevron Corp

Energy
168
+ 0.79%
$146.71 - $167.97 $24.6K - $28.2K
21.4K $3.59M
VEA
Vanguard Ftse Developed Market

ETFs
2.06K
+ 1.98%
$47.4 - $52.99 $97.7K - $109K
106K $5.4M
NFLX
Netflix Inc

Communication Services
345
+ 21.95%
$828.4 - $1058.6 $286K - $365K
1.92K $1.79M
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
META
Meta Platforms, Inc.

Communication Services
607
+ 15.36%
$576.36 - $736.67 $350K - $447K
4.56K $2.63M
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
KO
Coca Cola CO

Consumer Defensive
16
+ 0.06%
$60.81 - $72.32 $973 - $1.16K
24.8K $1.78M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.63K
+ 4.1%
$58.01 - $64.46 $94.7K - $105K
41.4K $2.57M
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
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
CSCO
Cisco Systems, Inc.

Technology
595
+ 2.15%
$58.74 - $64.87 $35K - $38.6K
28.3K $1.74M
COST
Costco Wholesale Corp

Consumer Defensive
11
+ 0.36%
$890.62 - $1076.86 $9.8K - $11.8K
3.07K $2.9M
O
Realty Income Corp

Real Estate
837
+ 7.48%
$51.67 - $58.49 $43.2K - $49K
12K $697K
CB
Chubb LTD

Financial Services
2
+ 0.05%
$257.71 - $301.99 $515 - $604
3.86K $1.16M
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
BSV
Vanguard Bd Index Fd Inc Short

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