Mitchell Mcleod Pugh & Williams Inc Incresed Positions in Q2 2025

Mitchell Mcleod Pugh & Williams Inc

  • $531 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
6.25K
+ 8.31%
$329.49 - $438.4 $2.06M - $2.74M
81.4K $35.7M
NVDA
Nvidia Corp

Technology
1.39K
+ 1.61%
$94.31 - $157.99 $131K - $220K
87.9K $13.9M
MSFT
Microsoft Corp

Technology
77
+ 0.21%
$354.56 - $497.45 $27.3K - $38.3K
36.5K $18.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.23K
+ 1.96%
$456.74 - $568.03 $560K - $696K
63.9K $36.3M
VO
Vanguard Mid Cap ETF

ETFs
7.45K
+ 9.92%
$228.54 - $279.83 $1.7M - $2.08M
82.6K $23.1M
AVGO
Broadcom Inc.

Technology
948
+ 3.3%
$146.29 - $275.65 $139K - $261K
29.7K $8.17M
VTV
Vanguard Value ETF

ETFs
13.7K
+ 10.97%
$153.67 - $176.74 $2.1M - $2.41M
138K $24.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
24.1K
+ 38.2%
$75.05 - $77.34 $1.81M - $1.87M
87.3K $6.75M
VB
Vanguard Small Cap ETF

ETFs
5.44K
+ 16.65%
$193.73 - $237.37 $1.05M - $1.29M
38.1K $9.03M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
19.8K
+ 21.83%
$35.12 - $48.24 $695K - $955K
110K $5.33M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.1K
+ 89.53%
$41.1 - $42.37 $1.36M - $1.4M
70.1K $2.96M
AMZN
Amazon Com Inc

Consumer Cyclical
293
+ 0.85%
$167.32 - $223.3 $49K - $65.4K
34.9K $7.65M
ORCL
Oracle Corp

Technology
513
+ 4.87%
$122.82 - $218.63 $63K - $112K
11.1K $2.42M
VEA
Vanguard Ftse Developed Market

ETFs
4.62K
+ 4.35%
$45.65 - $57.01 $211K - $263K
111K $6.32M
PLTR
Palantir Technologies Inc.

Technology
1.42K
+ 10.83%
$74.01 - $144.25 $105K - $205K
14.5K $1.98M
META
Meta Platforms, Inc.

Communication Services
106
+ 2.33%
$484.66 - $738.09 $51.4K - $78.2K
4.66K $3.44M
AXP
American Express CO

Financial Services
925
+ 9.54%
$231.39 - $318.98 $214K - $295K
10.6K $3.39M
CAT
Caterpillar Inc

Industrials
301
+ 3.18%
$273.94 - $388.21 $82.5K - $117K
9.78K $3.8M
VTI
Vanguard Total Stock Market Et

ETFs
566
+ 3.81%
$243.75 - $303.93 $138K - $172K
15.4K $4.69M
AMAT
Applied Materials Inc

Technology
100
+ 0.68%
$126.95 - $183.52 $12.7K - $18.4K
14.9K $2.72M
WMT
Walmart Inc.

Consumer Defensive
133
+ 0.25%
$81.79 - $99.98 $10.9K - $13.3K
53.2K $5.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.67K
+ 8.85%
$55.54 - $69.09 $204K - $253K
45.1K $3.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.15K
+ 25.09%
$141.37 - $228.57 $162K - $263K
5.73K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
29
+ 0.49%
$416.06 - $551.64 $12.1K - $16K
5.93K $3.27M
RTX
Raytheon Technologies Corp

Industrials
2.06K
+ 14.8%
$113.75 - $148.48 $234K - $305K
15.9K $2.33M
GE
General Electric CO

Industrials
160
+ 2.47%
$166.81 - $257.39 $26.7K - $41.2K
6.63K $1.71M
DIS
Walt Disney CO

Communication Services
162
+ 1.07%
$81.72 - $124.01 $13.2K - $20.1K
15.2K $1.89M
KLAC
Kla Corp

Technology
50
+ 3.2%
$576.53 - $902.94 $28.8K - $45.1K
1.61K $1.44M
IBM
International Business Machines Corp

Technology
4
+ 0.05%
$221.03 - $294.78 $884 - $1.18K
8.01K $2.36M
BAC
Bank Of America Corp

Financial Services
1.33K
+ 2.44%
$34.39 - $47.46 $45.6K - $62.9K
55.5K $2.63M
LMT
Lockheed Martin Corp

Industrials
719
+ 36.8%
$430.82 - $486.45 $310K - $350K
2.67K $1.24M
VOT
Vanguard Mid Cap Growth Index

ETFs
450
+ 7.77%
$216.28 - $284.39 $97.3K - $128K
6.24K $1.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.37K
+ 2.85%
$39.89 - $49.46 $54.8K - $67.9K
49.5K $2.45M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.44K
+ 17.64%
$72.02 - $73.82 $248K - $254K
22.9K $1.69M
IVW
Ishares S&P 500 Growth ETF

ETFs
617
+ 5.67%
$82.96 - $110.1 $51.2K - $67.9K
11.5K $1.27M
BA
Boeing CO

Industrials
307
+ 6.28%
$136.59 - $217.51 $41.9K - $66.8K
5.2K $1.09M
HPE
Hewlett Packard Enterprise CO

Technology
4
+ 0.01%
$12.51 - $20.45 $50 - $81.8
50.7K $1.04M
FLR
Fluor Corp

Industrials
116
+ 0.76%
$30.86 - $51.42 $3.58K - $5.96K
15.4K $790K
DE
Deere & CO

Industrials
80
+ 1.76%
$412.99 - $531.48 $33K - $42.5K
4.63K $2.36M
RF
Regions Financial Corp

Financial Services
4.5K
+ 7.53%
$18.34 - $23.52 $82.5K - $106K
64.2K $1.51M
UBER
Uber Technologies, Inc

Technology
55
+ 0.55%
$64.62 - $93.3 $3.55K - $5.13K
10.1K $943K
COST
Costco Wholesale Corp

Consumer Defensive
75
+ 2.44%
$908.13 - $1056.85 $68.1K - $79.3K
3.15K $3.11M
WFC
Wells Fargo & Company

Financial Services
356
+ 1.75%
$60.98 - $80.12 $21.7K - $28.5K
20.8K $1.66M
COF
Capital One Financial Corp

Financial Services
616
+ 33.03%
$150.57 - $212.76 $92.8K - $131K
2.48K $527K
NOC
Northrop Grumman Corp

Industrials
420
+ 29.41%
$456.3 - $540.39 $192K - $227K
1.85K $923K
CL
Colgate Palmolive CO

Consumer Defensive
2.29K
+ 27.89%
$87.57 - $96.0 $200K - $219K
10.5K $952K
CSX
Csx Corp

Industrials
2.45K
+ 8.08%
$26.69 - $32.91 $65.4K - $80.6K
32.8K $1.07M
QCOM
Qualcomm Inc

Technology
657
+ 5.19%
$124.66 - $159.48 $81.9K - $105K
13.3K $2.12M
HON
Honeywell International Inc

Industrials
1
+ 0.01%
$182.86 - $232.88 $183 - $233
8.32K $1.94M
Activity Summary
Buys All Purchases 141 New Holdings 12 Increased Positions 129 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Mitchell Mcleod Pugh & Williams Inc Portfolio

Follow Mitchell Mcleod Pugh & Williams Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mitchell Mcleod Pugh & Williams Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mitchell Mcleod Pugh & Williams Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email