Mitchell Mcleod Pugh & Williams Inc has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $436 Million distributed in 308 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3M, Vanguard Index Fds S&P 500 ETF with a value of $25.6M, Vanguard Growth ETF with a value of $23.2M, Microsoft Corp with a value of $16.9M, and Vanguard Value ETF with a value of $14.7M.
Examining the 13F form we can see an increase of $22M in the current position value, from $414M to 436M.
Below you can find more details about Mitchell Mcleod Pugh & Williams Inc portfolio as well as his latest detailed transactions.