Mitchell & Pahl Private Wealth, LLC Incresed Positions in Q1 2025

Mitchell & Pahl Private Wealth, LLC

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
804
+ 0.91%
$21.56 - $28.28 $17.3K - $22.7K
89.5K $2.53M
WM
Waste Management Inc

Industrials
55
+ 0.37%
$200.54 - $233.78 $11K - $12.9K
15.1K $3.5M
AMGN
Amgen Inc

Healthcare
438
+ 7.45%
$258.59 - $327.36 $113K - $143K
6.32K $1.97M
JNJ
Johnson & Johnson

Healthcare
258
+ 1.42%
$142.06 - $167.7 $36.7K - $43.3K
18.4K $3.06M
XOM
Exxon Mobil Corp

Energy
173
+ 0.56%
$105.44 - $118.93 $18.2K - $20.6K
31.2K $3.71M
MDLZ
Mondelez International, Inc.

Consumer Defensive
456
+ 1.09%
$56.12 - $68.15 $25.6K - $31.1K
42.3K $2.87M
VZ
Verizon Communications Inc

Communication Services
1.73K
+ 3.2%
$37.81 - $46.49 $65.3K - $80.2K
55.7K $2.53M
AWK
American Water Works Company, Inc.

Utilities
564
+ 4.96%
$121.01 - $149.31 $68.2K - $84.2K
11.9K $1.76M
NVS
Novartis Ag

Healthcare
41
+ 0.18%
$97.14 - $115.57 $3.98K - $4.74K
22.2K $2.48M
CVX
Chevron Corp

Energy
43
+ 0.32%
$146.71 - $167.97 $6.31K - $7.22K
13.4K $2.25M
SBUX
Starbucks Corp

Consumer Cyclical
635
+ 3.59%
$91.75 - $115.81 $58.3K - $73.5K
18.3K $1.79M
XEL
Xcel Energy Inc

Utilities
1.05K
+ 4.4%
$63.37 - $72.1 $66.3K - $75.4K
24.8K $1.76M
JKHY
Henry Jack & Associates Inc

Technology
598
+ 12.7%
$166.47 - $191.28 $99.5K - $114K
5.31K $968K
VLO
Valero Energy Corp

Energy
43
+ 0.3%
$121.76 - $142.99 $5.24K - $6.15K
14.2K $1.88M
SHW
Sherwin Williams CO

Basic Materials
154
+ 2.09%
$330.16 - $365.55 $50.8K - $56.3K
7.53K $2.63M
SYY
Sysco Corp

Consumer Defensive
1.8K
+ 8.39%
$70.0 - $77.13 $126K - $139K
23.3K $1.75M
TXN
Texas Instruments Inc

Technology
455
+ 3.43%
N/A
13.7K $2.67M
IBM
International Business Machines Corp

Technology
159
+ 13.9%
$217.4 - $264.74 $34.6K - $42.1K
1.3K $324K
PARA
Paramount Global

Communication Services
1.14K
+ 2.25%
$10.16 - $12.14 $11.6K - $13.9K
51.9K $600K
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.0%
$158.56 - $176.26 $159 - $176
20.5K $3.5M
BCE
Bce Inc

Communication Services
2.39K
+ 9.74%
$22.14 - $25.18 $52.9K - $60.2K
26.9K $618K
DLB
Dolby Laboratories, Inc.

Industrials
26
+ 0.18%
$76.37 - $87.32 $1.99K - $2.27K
14.8K $1.19M
PEP
Pepsico Inc

Consumer Defensive
382
+ 3.37%
$142.64 - $156.42 $54.5K - $59.8K
11.7K $1.75M
ITW
Illinois Tool Works Inc

Industrials
310
+ 3.93%
$244.9 - $274.48 $75.9K - $85.1K
8.2K $2.03M
CMCSA
Comcast Corp

Communication Services
2.33K
+ 2.73%
$33.19 - $38.23 $77.4K - $89.2K
87.8K $3.24M
IP
International Paper CO

Consumer Cyclical
917
+ 1.85%
$49.38 - $60.09 $45.3K - $55.1K
50.5K $2.69M
NKE
Nike, Inc.

Consumer Cyclical
3.31K
+ 19.61%
$63.29 - $81.72 $209K - $270K
20.2K $1.28M
Linde PLC
41
+ 0.53%
N/A
7.83K $0
Cooper Cos Inc
157
+ 1.84%
N/A
8.68K $0
NEE
Nextera Energy Inc

Utilities
345
+ 0.91%
$66.96 - $76.16 $23.1K - $26.3K
38.2K $2.71M
NDSN
Nordson Corp

Industrials
71
+ 1.65%
$200.12 - $224.07 $14.2K - $15.9K
4.38K $883K
EFX
Equifax Inc

Industrials
19
+ 0.61%
$235.63 - $278.34 $4.48K - $5.29K
3.13K $762K
EXPO
Exponent Inc

Industrials
164
+ 2.51%
$78.9 - $93.95 $12.9K - $15.4K
6.71K $551K
ASML
Asml Holding Nv

Technology
1
+ 0.07%
$662.63 - $776.99 $663 - $777
1.34K $887K
GOOG
Alphabet Inc.

Communication Services
100
+ 5.88%
$156.06 - $207.71 $15.6K - $20.8K
1.8K $281K
SITE
Site One Landscape Supply, Inc.

Industrials
62
+ 1.25%
$120.25 - $147.7 $7.46K - $9.16K
5.04K $611K
FDS
Factset Research Systems Inc

Financial Services
6
+ 0.31%
$427.5 - $476.51 $2.57K - $2.86K
1.97K $893K
ELAN
Elanco Animal Health Inc

Healthcare
1.76K
+ 4.03%
$10.04 - $12.47 $17.7K - $22K
45.5K $477K
POOL
Pool Corp

Industrials
25
+ 0.85%
$314.92 - $364.31 $7.87K - $9.11K
2.98K $949K
AMZN
Amazon Com Inc

Consumer Cyclical
34
+ 1.28%
$190.26 - $242.06 $6.47K - $8.23K
2.7K $513K
GS
Goldman Sachs Group Inc

Financial Services
72
+ 1.63%
$524.81 - $672.19 $37.8K - $48.4K
4.48K $2.45M
MTN
Vail Resorts Inc

Consumer Cyclical
35
+ 1.14%
$153.58 - $184.72 $5.38K - $6.47K
3.11K $497K
CRL
Charles River Laboratories International, Inc.

Healthcare
240
+ 6.66%
$150.52 - $190.14 $36.1K - $45.6K
3.84K $578K
SMG
Scotts Miracle Gro CO

Basic Materials
341
+ 3.43%
$54.76 - $77.7 $18.7K - $26.5K
10.3K $563K
HD
Home Depot, Inc.

Consumer Cyclical
165
+ 1.91%
$347.25 - $424.87 $57.3K - $70.1K
8.82K $3.23M
PII
Polaris Inc.

Consumer Cyclical
801
+ 7.73%
$40.9 - $58.36 $32.8K - $46.7K
11.2K $456K
UPS
United Parcel Service Inc

Industrials
1.19K
+ 7.08%
$109.66 - $136.26 $130K - $162K
17.9K $1.97M
DEO
Diageo PLC

Consumer Defensive
21
+ 0.33%
$104.79 - $126.12 $2.2K - $2.65K
6.45K $675K
NVO
Novo Nordisk A S

Healthcare
369
+ 2.93%
$69.3 - $90.95 $25.6K - $33.6K
13K $900K
Activity Summary
Buys All Purchases 57 New Holdings 2 Increased Positions 55 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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