Mitchell & Pahl Private Wealth, LLC Purchases in Q2 2025

Mitchell & Pahl Private Wealth, LLC

  • $218 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
242
+ 2.95%
$218.41 - $252.43 $52.9K - $61.1K
8.44K $2.09M
NVO
Novo Nordisk A S

Healthcare
809
+ 6.24%
$58.08 - $81.05 $47K - $65.6K
13.8K $950K
UL
Unilever PLC

Consumer Defensive
297
+ 1.58%
$57.9 - $65.43 $17.2K - $19.4K
19.1K $1.17M
TGT
Target Corp

Consumer Defensive
1.16K
+ 9.04%
$88.76 - $105.77 $103K - $122K
14K $1.38M
LMT
Lockheed Martin Corp

Industrials
33
+ 2.12%
$430.82 - $486.45 $14.2K - $16.1K
1.59K $735K
GOOG
Alphabet Inc.

Communication Services
13
+ 0.72%
$146.58 - $180.01 $1.91K - $2.34K
1.81K $321K
PSX
Phillips 66

Energy
985
+ 5.08%
$92.87 - $125.73 $91.5K - $124K
20.4K $2.43M
FDS
Factset Research Systems Inc

Financial Services
104
+ 5.29%
$398.85 - $473.32 $41.5K - $49.2K
2.07K $925K
BCE
Bce Inc

Communication Services
2.36K
+ 8.78%
$20.87 - $22.95 $49.3K - $54.2K
29.3K $649K
MTDR
Matador Resources CO

Energy
1.76K
+ 11.0%
$36.67 - $52.23 $64.4K - $91.7K
17.7K $845K
MDLZ
Mondelez International, Inc.

Consumer Defensive
593
+ 1.4%
$63.54 - $68.5 $37.7K - $40.6K
42.9K $2.89M
EXPO
Exponent Inc

Industrials
957
+ 14.26%
$72.88 - $81.75 $69.7K - $78.2K
7.67K $572K
JKHY
Henry Jack & Associates Inc

Technology
186
+ 3.51%
$163.54 - $186.02 $30.4K - $34.6K
5.49K $989K
RIO
Rio Tinto PLC

Basic Materials
741
+ 5.44%
$52.32 - $62.75 $38.8K - $46.5K
14.4K $837K
NEE
Nextera Energy Inc

Utilities
1.07K
+ 2.79%
$64.11 - $75.0 $68.3K - $79.9K
39.3K $2.73M
TM
Toyota Motor Corp

Consumer Cyclical
193
+ 3.4%
$158.63 - $195.39 $30.6K - $37.7K
5.87K $1.01M
SU
Suncor Energy Inc

Energy
1K
+ 4.28%
$31.54 - $41.04 $31.5K - $41K
24.3K $911K
DEO
Diageo PLC

Consumer Defensive
327
+ 5.07%
$99.86 - $115.75 $32.7K - $37.9K
6.77K $683K
AZN
Astrazeneca PLC

Healthcare
715
+ 5.24%
$64.87 - $75.0 $46.4K - $53.6K
14.4K $1M
Linde PLC
62
+ 0.79%
N/A
7.89K $0
Blackrock Inc
95
+ 3.53%
N/A
2.79K $0
Cooper Cos Inc
1.04K
+ 12.0%
N/A
9.72K $0
SHW
Sherwin Williams CO

Basic Materials
125
+ 1.66%
$313.51 - $363.51 $39.2K - $45.4K
7.66K $2.63M
PHG
Koninklijke Philips Nv

Healthcare
1.96K
+ 5.59%
$21.67 - $25.64 $42.4K - $50.2K
36.9K $885K
XEL
Xcel Energy Inc

Utilities
831
+ 3.35%
$65.65 - $72.39 $54.6K - $60.2K
25.6K $1.75M
SBUX
Starbucks Corp

Consumer Cyclical
1.11K
+ 6.04%
$79.69 - $99.41 $88.1K - $110K
19.4K $1.78M
WM
Waste Management Inc

Industrials
123
+ 0.81%
$216.47 - $242.1 $26.6K - $29.8K
15.2K $3.49M
POOL
Pool Corp

Industrials
199
+ 6.67%
$285.0 - $325.66 $56.7K - $64.8K
3.18K $927K
BP
Bp PLC

Energy
2.07K
+ 9.03%
$26.11 - $33.81 $54K - $69.9K
25K $746K
DOCU
Docusign, Inc.

Technology
556
+ 2.68%
$70.35 - $93.84 $39.1K - $52.2K
21.3K $1.66M
CMCSA
Comcast Corp

Communication Services
2.07K
+ 2.35%
$32.84 - $36.72 $67.9K - $75.9K
89.8K $3.21M
DLB
Dolby Laboratories, Inc.

Industrials
766
+ 5.18%
$69.36 - $81.21 $53.1K - $62.2K
15.6K $1.16M
CB
Chubb LTD

Financial Services
183
+ 2.55%
$274.32 - $302.46 $50.2K - $55.4K
7.35K $2.13M
AWK
American Water Works Company, Inc.

Utilities
439
+ 3.68%
$133.82 - $151.96 $58.7K - $66.7K
12.4K $1.72M
APD
Air Products & Chemicals, Inc.

Basic Materials
259
+ 2.75%
$248.61 - $294.96 $64.4K - $76.4K
9.68K $2.73M
UPS
United Parcel Service Inc

Industrials
1.08K
+ 6.02%
$91.92 - $110.2 $99.2K - $119K
19K $1.92M
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 1.97%
$41.67 - $45.62 $45.6K - $50K
56.8K $2.46M
TMUS
T Mobile Us, Inc.

Communication Services
289
+ 5.66%
$220.99 - $268.54 $63.9K - $77.6K
5.39K $1.28M
WEC
Wec Energy Group, Inc.

Utilities
364
+ 1.38%
$102.24 - $109.76 $37.2K - $40K
26.8K $2.79M
AFL
Aflac Inc

Financial Services
452
+ 1.74%
$99.77 - $112.45 $45.1K - $50.8K
26.5K $2.79M
CPRT
Copart Inc

Consumer Cyclical
855
+ 4.31%
$47.72 - $63.84 $40.8K - $54.6K
20.7K $1.02M
CHE
Chemed Corp

Healthcare
92
+ 7.7%
$486.93 - $619.21 $44.8K - $57K
1.29K $626K
PEP
Pepsico Inc

Consumer Defensive
761
+ 6.5%
$128.02 - $151.37 $97.4K - $115K
12.5K $1.65M
AMGN
Amgen Inc

Healthcare
296
+ 4.69%
$262.28 - $309.85 $77.6K - $91.7K
6.61K $1.85M
MCD
Mcdonalds Corp

Consumer Cyclical
190
+ 1.94%
$285.55 - $321.23 $54.3K - $61K
9.96K $2.91M
PG
Procter & Gamble CO

Consumer Defensive
354
+ 1.72%
$157.66 - $172.39 $55.8K - $61K
20.9K $3.33M
JNJ
Johnson & Johnson

Healthcare
385
+ 2.09%
$146.36 - $159.82 $56.3K - $61.5K
18.8K $2.87M
CVX
Chevron Corp

Energy
668
+ 4.98%
$133.73 - $168.51 $89.3K - $113K
14.1K $2.02M
IP
International Paper CO

Consumer Cyclical
1.55K
+ 3.07%
$43.89 - $54.46 $68.1K - $84.5K
52K $2.44M
Activity Summary
Buys All Purchases 104 New Holdings 0 Increased Positions 104 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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