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.
Portfolio value
$436 Million
ETFs: $142 Million
Technology: $88.5 Million
Financial Services: $43.5 Million
Healthcare: $31.8 Million
Industrials: $28.2 Million
Consumer Cyclical: $24.1 Million
Consumer Defensive: $23 Million
Energy: $18.6 Million
Other: $35.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more