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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.13K
+ 20.2%
$77.74 - $78.78 $165K - $167K
12.7K $995K
TCHP
T Rowe Price Exchange Traded F

Technology
593
+ 3.0%
$34.07 - $45.35 $20.2K - $26.9K
20.4K $923K
GLD
Spdr Gold Trust

ETFs
181
+ 2.93%
$273.71 - $316.29 $49.5K - $57.2K
6.36K $1.94M
PFE
Pfizer Inc

Healthcare
7.86K
+ 22.81%
$21.59 - $24.84 $170K - $195K
42.3K $1.03M
EMR
Emerson Electric CO

Industrials
340
+ 7.64%
$94.15 - $133.33 $32K - $45.3K
4.79K $638K
VOE
Vanguard Mid Cap Value Index F

ETFs
708
+ 9.66%
$141.87 - $164.49 $100K - $116K
8.04K $1.32M
C
Citigroup Inc

Financial Services
250
+ 2.9%
$58.13 - $85.12 $14.5K - $21.3K
8.86K $753K
VMC
Vulcan Materials CO

Basic Materials
1
+ 0.02%
$226.49 - $276.01 $226 - $276
4.81K $1.25M
CME
Cme Group Inc.

Financial Services
350
+ 12.48%
$252.37 - $290.71 $88.3K - $102K
3.16K $869K
NKE
Nike, Inc.

Consumer Cyclical
134
+ 0.95%
$53.27 - $72.04 $7.14K - $9.65K
14.2K $1.01M
ADP
Automatic Data Processing Inc

Industrials
271
+ 3.4%
$276.76 - $326.81 $75K - $88.6K
8.24K $2.54M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
922
+ 0.59%
$47.46 - $55.3 $43.8K - $51K
156K $8.59M
KO
Coca Cola CO

Consumer Defensive
1.67K
+ 6.75%
$68.37 - $73.9 $114K - $124K
26.5K $1.87M
GD
General Dynamics Corp

Industrials
39
+ 0.99%
$247.68 - $291.66 $9.66K - $11.4K
3.99K $1.16M
BKNG
Booking Holdings Inc.

Consumer Cyclical
4
+ 7.41%
$4164.15 - $5789.24 $16.7K - $23.2K
58 $335K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
230
+ 44.92%
$421.16 - $509.5 $96.9K - $117K
742 $330K
HD
Home Depot, Inc.

Consumer Cyclical
203
+ 1.39%
$335.24 - $380.78 $68.1K - $77.3K
14.8K $5.41M
CARR
Carrier Global Corp

Industrials
179
+ 2.82%
$55.55 - $75.83 $9.94K - $13.6K
6.53K $477K
CTVA
Corteva, Inc.

Basic Materials
2
+ 0.03%
$55.52 - $74.53 $111 - $149
5.79K $431K
HSY
Hershey CO

Consumer Defensive
528
+ 11.32%
$151.29 - $173.13 $79.9K - $91.4K
5.19K $861K
DAL
Delta Air Lines, Inc.

Industrials
27
+ 0.24%
$35.88 - $52.99 $969 - $1.43K
11.2K $550K
MO
Altria Group, Inc.

Consumer Defensive
1.65K
+ 6.93%
$55.56 - $60.91 $91.4K - $100K
25.4K $1.49M
T
At&T Inc.

Communication Services
803
+ 1.6%
$26.33 - $28.94 $21.1K - $23.2K
51.1K $1.48M
WMB
Williams Companies, Inc.

Energy
62
+ 0.54%
$54.33 - $62.87 $3.37K - $3.9K
11.5K $724K
MMM
3 M CO

Industrials
196
+ 12.51%
$126.09 - $154.15 $24.7K - $30.2K
1.76K $268K
SO
Southern CO

Utilities
455
+ 0.67%
$84.91 - $92.56 $38.6K - $42.1K
68.2K $6.26M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.1%
$211.12 - $274.14 $211 - $274
955 $260K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
165
+ 2.88%
$51.16 - $62.02 $8.44K - $10.2K
5.89K $365K
CRM
Salesforce, Inc.

Technology
60
+ 1.85%
$236.26 - $291.15 $14.2K - $17.5K
3.31K $901K
VZ
Verizon Communications Inc

Communication Services
2.05K
+ 6.85%
$41.67 - $45.62 $85.6K - $93.7K
32.1K $1.39M
GM
General Motors CO

Consumer Cyclical
12
+ 0.1%
$42.48 - $50.46 $510 - $606
11.8K $581K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.05%
$233.83 - $276.34 $935 - $1.11K
7.62K $2.04M
TFC
Truist Financial Corp

Financial Services
2
+ 0.02%
$34.79 - $42.99 $69.6 - $86
12.3K $528K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
24
+ 0.6%
$114.78 - $133.31 $2.75K - $3.2K
4.05K $540K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
508
+ 23.74%
$99.37 - $134.05 $50.5K - $68.1K
2.65K $300K
UNP
Union Pacific Corp

Industrials
254
+ 3.69%
$208.27 - $238.46 $52.9K - $60.6K
7.13K $1.64M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
995
+ 1.78%
$48.13 - $49.85 $47.9K - $49.6K
56.9K $2.79M
CVS
Cvs Health Corp

Healthcare
9
+ 0.11%
$60.04 - $70.18 $540 - $632
8K $551K
MCD
Mcdonalds Corp

Consumer Cyclical
271
+ 7.45%
$285.55 - $321.23 $77.4K - $87.1K
3.91K $1.14M
SYY
Sysco Corp

Consumer Defensive
9
+ 0.17%
$68.0 - $75.91 $612 - $683
5.37K $406K
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.04%
N/A
2.41K $330K
MDLZ
Mondelez International, Inc.

Consumer Defensive
108
+ 0.68%
$63.54 - $68.5 $6.86K - $7.4K
15.9K $1.07M
Vanguard Mun Bd Fds
87
+ 1.06%
N/A
8.31K $0
TXN
Texas Instruments Inc

Technology
2
+ 0.03%
N/A
7.99K $1.55M
Dimensional ETF Trust
3.52K
+ 44.63%
N/A
11.4K $0
Linde PLC
59
+ 2.12%
N/A
2.84K $0
OTIS
Otis Worldwide Corp

Industrials
89
+ 3.07%
$90.88 - $104.3 $8.09K - $9.28K
2.99K $296K
VNQ
Vanguard Specialized Funds Van

ETFs
262
+ 1.29%
$79.79 - $91.42 $20.9K - $24K
20.6K $1.83M
WM
Waste Management Inc

Industrials
5
+ 0.16%
$216.47 - $242.1 $1.08K - $1.21K
3.21K $735K
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
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