Mitchell Mcleod Pugh & Williams Inc Incresed Positions in Q4 2024

Mitchell Mcleod Pugh & Williams Inc

  • $473 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.71K
+ 10.3%
$521.84 - $558.82 $2.98M - $3.19M
61.2K $33M
VUG
Vanguard Growth ETF

ETFs
4.39K
+ 6.72%
$378.79 - $428.11 $1.66M - $1.88M
69.8K $28.7M
VO
Vanguard Mid Cap ETF

ETFs
6.21K
+ 9.93%
$261.5 - $284.63 $1.62M - $1.77M
68.8K $18.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20.5K
+ 55.09%
$74.5 - $78.37 $1.53M - $1.61M
57.7K $4.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.9K
+ 15.19%
$442.29 - $483.08 $1.28M - $1.4M
22K $9.97M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
20.4K
+ 43.47%
$42.05 - $48.31 $856K - $983K
67.2K $3.11M
VTV
Vanguard Value ETF

ETFs
8.3K
+ 8.22%
$168.32 - $181.87 $1.4M - $1.51M
109K $18.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16.4K
+ 11.98%
$56.06 - $61.35 $921K - $1.01M
154K $8.68M
VB
Vanguard Small Cap ETF

ETFs
1.95K
+ 7.08%
$233.76 - $261.58 $456K - $510K
29.5K $7.09M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.7K
+ 36.61%
$58.88 - $64.8 $628K - $691K
39.8K $2.35M
HSY
Hershey CO

Consumer Defensive
2.22K
+ 86.87%
$168.67 - $193.65 $375K - $430K
4.78K $809K
WFC
Wells Fargo & Company

Financial Services
747
+ 3.86%
$54.98 - $77.35 $41.1K - $57.8K
20.1K $1.41M
NFLX
Netflix Inc

Communication Services
18
+ 1.16%
$687.65 - $936.56 $12.4K - $16.9K
1.57K $1.4M
HPE
Hewlett Packard Enterprise CO

Technology
11K
+ 27.71%
$19.31 - $23.95 $212K - $263K
50.7K $1.08M
ET
Energy Transfer LP

Energy
297
+ 0.5%
$16.05 - $19.86 $4.77K - $5.9K
59.6K $1.17M
CRM
Salesforce, Inc.

Technology
184
+ 7.7%
$270.87 - $367.87 $49.8K - $67.7K
2.57K $860K
QQQ
Invesco Qqq Trust, Series 1

ETFs
137
+ 2.37%
$481.22 - $538.17 $65.9K - $73.7K
5.91K $3.02M
META
Meta Platforms, Inc.

Communication Services
232
+ 6.24%
$554.08 - $632.68 $129K - $147K
3.95K $2.33M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.86K
+ 9.37%
$49.79 - $51.14 $242K - $248K
56.7K $2.84M
GLD
Spdr Gold Trust

ETFs
740
+ 13.54%
$236.59 - $257.5 $175K - $191K
6.21K $1.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.38K
+ 33.44%
$77.02 - $78.58 $184K - $187K
9.51K $734K
VTI
Vanguard Total Stock Market Et

ETFs
266
+ 1.86%
$280.04 - $302.45 $74.5K - $80.5K
14.6K $4.22M
UBER
Uber Technologies, Inc

Technology
4.07K
+ 71.94%
$59.93 - $86.34 $244K - $351K
9.72K $586K
TMUS
T Mobile Us, Inc.

Communication Services
338
+ 6.13%
$206.1 - $246.94 $69.7K - $83.5K
5.86K $1.29M
VOT
Vanguard Mid Cap Growth Index

ETFs
371
+ 7.24%
$241.48 - $274.89 $89.6K - $102K
5.5K $1.39M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.91K
+ 14.39%
$71.75 - $75.11 $208K - $218K
23.1K $1.66M
GM
General Motors CO

Consumer Cyclical
910
+ 8.35%
$44.82 - $60.2 $40.8K - $54.8K
11.8K $628K
BA
Boeing CO

Industrials
82
+ 1.72%
$138.14 - $180.72 $11.3K - $14.8K
4.84K $857K
TCHP
T Rowe Price Exchange Traded F

Technology
2.1K
+ 12.0%
$39.17 - $43.9 $82.3K - $92.2K
19.6K $825K
EPD
Enterprise Products Partners L.P.

Energy
26
+ 0.05%
$28.66 - $34.43 $745 - $895
52.6K $1.65M
GLW
Corning Inc

Technology
1.07K
+ 4.31%
$44.11 - $49.76 $47.2K - $53.2K
25.9K $1.23M
DAL
Delta Air Lines, Inc.

Industrials
22
+ 0.2%
$47.46 - $65.77 $1.04K - $1.45K
11.1K $674K
COF
Capital One Financial Corp

Financial Services
270
+ 16.93%
$145.19 - $192.01 $39.2K - $51.8K
1.87K $332K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
146
+ 1.87%
$129.96 - $144.97 $19K - $21.2K
7.97K $1.11M
KMI
Kinder Morgan, Inc.

Energy
125
+ 0.88%
$22.59 - $28.54 $2.82K - $3.57K
14.3K $390K
T
At&T Inc.

Communication Services
1.53K
+ 3.12%
$21.22 - $23.88 $32.4K - $36.5K
50.4K $1.15M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
55
+ 2.28%
$172.07 - $207.36 $9.46K - $11.4K
2.47K $487K
VOE
Vanguard Mid Cap Value Index F

ETFs
602
+ 9.5%
$160.89 - $176.18 $96.9K - $106K
6.94K $1.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 8.0%
$4100.99 - $5300.34 $16.4K - $21.2K
54 $268K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.23K
+ 7.97%
$43.84 - $48.76 $185K - $206K
57.3K $2.52M
QCOM
Qualcomm Inc

Technology
1.48K
+ 13.88%
$150.4 - $178.04 $222K - $263K
12.1K $1.86M
GLDM
World Gold Trust

ETFs
872
+ 6.37%
$50.76 - $55.23 $44.3K - $48.2K
14.6K $756K
ISRG
Intuitive Surgical Inc

Healthcare
40
+ 7.95%
$471.27 - $550.62 $18.9K - $22K
543 $283K
SEE
Sealed Air Corp

Consumer Cyclical
1.44K
+ 24.66%
$33.59 - $37.3 $48.4K - $53.7K
7.28K $246K
VIG
Vanguard Dividend Appreciation

ETFs
176
+ 7.28%
N/A
2.6K $472K
SLVM
Sylvamo Corp

Basic Materials
590
+ 24.64%
$78.56 - $95.69 $46.4K - $56.5K
2.98K $235K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.06%
$260.27 - $280.65 $521 - $561
3.53K $952K
TXN
Texas Instruments Inc

Technology
115
+ 1.42%
N/A
8.19K $1.59M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.18%
$571.78 - $647.97 $572 - $648
557 $346K
Activity Summary
Buys All Purchases 94 New Holdings 8 Increased Positions 86 Sells All Sells 107 Reductions 107 Sold out 0 Options Calls 0 Puts 0
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