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
WMB
Williams Companies, Inc.

Energy
66
+ 0.58%
$54.02 - $61.09 $3.57K - $4.03K
11.5K $685K
CMCSA
Comcast Corp

Communication Services
2.43K
+ 6.82%
$33.19 - $38.23 $80.7K - $92.9K
38.1K $1.41M
VIG
Vanguard Dividend Appreciation

ETFs
360
+ 13.87%
N/A
2.96K $538K
WMT
Walmart Inc.

Consumer Defensive
2.19K
+ 4.31%
$84.5 - $105.05 $185K - $230K
53.1K $4.66M
VNQ
Vanguard Specialized Funds Van

ETFs
335
+ 1.68%
$85.55 - $94.34 $28.7K - $31.6K
20.3K $1.84M
UNP
Union Pacific Corp

Industrials
1
+ 0.01%
$225.21 - $254.42 $225 - $254
6.88K $1.62M
ALL
Allstate Corp

Financial Services
1
+ 0.03%
$180.99 - $210.18 $181 - $210
3.79K $784K
WFC
Wells Fargo & Company

Financial Services
313
+ 1.56%
$66.78 - $81.42 $20.9K - $25.5K
20.4K $1.46M
VOE
Vanguard Mid Cap Value Index F

ETFs
389
+ 5.6%
$156.61 - $168.02 $60.9K - $65.4K
7.33K $1.18M
MSEX
Middlesex Water CO

Utilities
2
+ 0.05%
$48.68 - $64.93 $97.4 - $130
4.33K $277K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
5
+ 0.99%
$402.49 - $513.76 $2.01K - $2.57K
512 $248K
APD
Air Products & Chemicals, Inc.

Basic Materials
58
+ 1.85%
$283.24 - $338.07 $16.4K - $19.6K
3.19K $939K
GLW
Corning Inc

Technology
1.6K
+ 6.18%
$44.91 - $54.25 $71.8K - $86.7K
27.5K $1.26M
NEE
Nextera Energy Inc

Utilities
574
+ 2.97%
$66.96 - $76.16 $38.4K - $43.7K
19.9K $1.41M
KMI
Kinder Morgan, Inc.

Energy
275
+ 1.93%
$26.1 - $31.22 $7.18K - $8.59K
14.5K $414K
BDX
Becton Dickinson & CO

Healthcare
70
+ 2.12%
$222.79 - $249.08 $15.6K - $17.4K
3.37K $772K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
280
+ 2.86%
$90.0 - $96.32 $25.2K - $27K
10.1K $930K
VOT
Vanguard Mid Cap Growth Index

ETFs
292
+ 5.31%
$237.72 - $276.98 $69.4K - $80.9K
5.79K $1.42M
SBUX
Starbucks Corp

Consumer Cyclical
3
+ 0.11%
$91.75 - $115.81 $275 - $347
2.82K $276K
XLU
Utilities Sector Spdr

ETFs
1
+ 0.02%
$74.7 - $80.27 $74.7 - $80.3
4.75K $374K
CRM
Salesforce, Inc.

Technology
672
+ 26.11%
$268.36 - $359.95 $180K - $242K
3.25K $871K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
25
+ 0.62%
$126.11 - $135.06 $3.15K - $3.38K
4.03K $519K
C
Citigroup Inc

Financial Services
1
+ 0.01%
$67.23 - $84.63 $67.2 - $84.6
8.61K $611K
OKE
Oneok Inc

Energy
158
+ 1.88%
$89.57 - $109.85 $14.2K - $17.4K
8.56K $849K
Vanguard Mun Bd Fds
480
+ 6.2%
N/A
8.22K $0
DGX
Quest Diagnostics Inc

Healthcare
1
+ 0.04%
N/A
2.41K $329K
Linde PLC
70
+ 2.58%
N/A
2.78K $0
Dimensional ETF Trust
27
+ 0.34%
N/A
7.89K $0
PFE
Pfizer Inc

Healthcare
1.33K
+ 4.02%
$25.01 - $27.13 $33.3K - $36.1K
34.5K $873K
SYY
Sysco Corp

Consumer Defensive
3
+ 0.06%
$70.0 - $77.13 $210 - $231
5.36K $402K
ISRG
Intuitive Surgical Inc

Healthcare
14
+ 2.58%
$476.63 - $610.45 $6.67K - $8.55K
557 $275K
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.13%
$524.81 - $672.19 $525 - $672
749 $409K
VTWO
Vanguard Russell 2000 ETF

ETFs
76
+ 2.63%
$80.08 - $92.93 $6.09K - $7.06K
2.96K $238K
ORCL
Oracle Corp

Technology
1.58K
+ 17.57%
$139.81 - $186.47 $220K - $294K
10.5K $1.47M
FICO
Fair Isaac Corp

Technology
1
+ 0.63%
$1695.35 - $2030.47 $1.7K - $2.03K
161 $296K
BA
Boeing CO

Industrials
47
+ 0.97%
$148.15 - $186.25 $6.96K - $8.75K
4.89K $833K
TFC
Truist Financial Corp

Financial Services
2
+ 0.02%
$39.48 - $48.15 $79 - $96.3
12.3K $505K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 0.11%
$522.96 - $601.18 $523 - $601
906 $483K
IVV
Ishares Core S&P 500 ETF

ETFs
6
+ 0.38%
$554.06 - $615.85 $3.32K - $3.7K
1.57K $879K
CLX
Clorox CO

Consumer Defensive
127
+ 3.22%
$141.76 - $162.89 $18K - $20.7K
4.07K $599K
PPG
Ppg Industries Inc

Basic Materials
1
+ 0.02%
$107.44 - $124.29 $107 - $124
4.31K $471K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.54%
$542.38 - $646.34 $1.63K - $1.94K
560 $303K
LOW
Lowes Companies Inc

Consumer Cyclical
47
+ 0.81%
$222.66 - $268.42 $10.5K - $12.6K
5.82K $1.36M
TCHP
T Rowe Price Exchange Traded F

Technology
163
+ 0.83%
$37.86 - $44.2 $6.17K - $7.2K
19.8K $753K
GM
General Motors CO

Consumer Cyclical
9
+ 0.08%
$45.22 - $54.92 $407 - $494
11.8K $555K
BAC
Bank Of America Corp

Financial Services
1.04K
+ 1.95%
$39.61 - $47.74 $41.1K - $49.6K
54.2K $2.26M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
130
+ 1.63%
$126.86 - $146.45 $16.5K - $19K
8.1K $1.03M
CSX
Csx Corp

Industrials
56
+ 0.19%
$29.11 - $33.67 $1.63K - $1.89K
30.3K $892K
PWR
Quanta Services, Inc.

Industrials
24
+ 1.55%
$236.71 - $358.03 $5.68K - $8.59K
1.57K $400K
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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