Mitchell Mcleod Pugh & Williams Inc Portfolio Holdings
Mitchell Mcleod Pugh & Williams Inc
- $414 Million
- Q1 2024
Mitchell Mcleod Pugh & Williams Inc has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $414 Million distributed in 304 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $25.1M, Vanguard Index Fds S&P 500 ETF with a value of $22.9M, Vanguard Growth ETF with a value of $20.7M, Microsoft Corp with a value of $15.8M, and Vanguard Value ETF with a value of $12.8M.
Examining the 13F form we can see an increase of $37.2M in the current position value, from $377M to 414M.
Below you can find more details about Mitchell Mcleod Pugh & Williams Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 304
- Current Value $414 Million
- Prior Value $377 Million
- Filing
- Period Q1 2024
- Filing Date May 01, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 11 stocks
- Additional Purchases 83 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks