Mitchell & Pahl Private Wealth, LLC Incresed Positions in Q2 2025

Mitchell & Pahl Private Wealth, LLC

  • $218 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
90
+ 0.58%
$354.56 - $497.45 $31.9K - $44.8K
15.7K $7.82M
GS
Goldman Sachs Group Inc

Financial Services
125
+ 2.79%
$462.22 - $707.75 $57.8K - $88.5K
4.6K $3.26M
DIS
Walt Disney CO

Communication Services
877
+ 3.96%
$81.72 - $124.01 $71.7K - $109K
23K $2.86M
EMR
Emerson Electric CO

Industrials
774
+ 3.98%
$94.15 - $133.33 $72.9K - $103K
20.2K $2.7M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
159
+ 2.01%
$141.37 - $228.57 $22.5K - $36.3K
8.06K $1.82M
IBKR
Interactive Brokers Group, Inc.

Financial Services
23.8K
+ 317.87%
$50.53 - $212.53 $1.2M - $5.05M
31.2K $1.73M
CSCO
Cisco Systems, Inc.

Technology
937
+ 2.25%
$53.19 - $69.38 $49.8K - $65K
42.5K $2.95M
TT
Trane Technologies PLC

Industrials
78
+ 2.4%
$315.21 - $437.41 $24.6K - $34.1K
3.33K $1.45M
NKE
Nike, Inc.

Consumer Cyclical
2.7K
+ 13.39%
$53.27 - $72.04 $144K - $195K
22.9K $1.63M
ELAN
Elanco Animal Health Inc

Healthcare
7.69K
+ 16.91%
$8.1 - $14.3 $62.3K - $110K
53.2K $759K
GD
General Dynamics Corp

Industrials
195
+ 2.02%
$247.68 - $291.66 $48.3K - $56.9K
9.87K $2.88M
ASML
Asml Holding Nv

Technology
66
+ 4.93%
$595.37 - $815.24 $39.3K - $53.8K
1.41K $1.13M
LHX
L3 Harris Technologies, Inc.

Industrials
501
+ 18.49%
$200.21 - $256.99 $100K - $129K
3.21K $805K
ECL
Ecolab Inc.

Basic Materials
135
+ 1.07%
$225.65 - $270.95 $30.5K - $36.6K
12.8K $3.45M
USB
Us Bancorp \De\

Financial Services
2.02K
+ 4.28%
$36.4 - $45.76 $73.7K - $92.6K
49.3K $2.23M
SRE
Sempra Energy

Utilities
1.12K
+ 3.83%
$63.78 - $78.91 $71.5K - $88.5K
30.4K $2.3M
SMG
Scotts Miracle Gro CO

Basic Materials
1.44K
+ 14.01%
$48.21 - $66.48 $69.5K - $95.9K
11.7K $774K
UBS
Ubs Group Ag

Financial Services
919
+ 1.71%
$26.12 - $33.82 $24K - $31.1K
54.7K $1.85M
SAP
Sap Se

Technology
51
+ 1.05%
$237.53 - $309.8 $12.1K - $15.8K
4.93K $1.5M
BTI
British American Tobacco P.L.C.

Consumer Defensive
457
+ 1.71%
$39.43 - $49.34 $18K - $22.5K
27.2K $1.29M
TER
Teradyne, Inc

Technology
1.12K
+ 13.39%
$67.96 - $91.05 $76K - $102K
9.48K $851K
MMM
3 M CO

Industrials
258
+ 1.21%
$126.09 - $154.15 $32.5K - $39.8K
21.6K $3.28M
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 1.0%
$908.13 - $1056.85 $25.4K - $29.6K
2.84K $2.81M
VLO
Valero Energy Corp

Energy
847
+ 5.95%
$104.69 - $141.77 $88.7K - $120K
15.1K $2.03M
NTR
Nutrien Ltd.

Basic Materials
643
+ 5.23%
$46.88 - $62.89 $30.1K - $40.4K
12.9K $753K
TXN
Texas Instruments Inc

Technology
729
+ 5.31%
N/A
14.5K $2.81M
NGG
National Grid PLC

Utilities
515
+ 4.48%
$62.74 - $74.79 $32.3K - $38.5K
12K $893K
PARA
Paramount Global

Communication Services
5.2K
+ 10.01%
$10.65 - $12.9 $55.4K - $67.1K
57.1K $736K
NDSN
Nordson Corp

Industrials
346
+ 7.9%
$167.51 - $223.5 $58K - $77.3K
4.73K $1.01M
TEF
Telefonica S A

Communication Services
7.06K
+ 4.78%
$4.37 - $5.39 $30.9K - $38.1K
155K $809K
T
At&T Inc.

Communication Services
2.04K
+ 2.28%
$26.33 - $28.94 $53.7K - $59K
91.5K $2.65M
EFX
Equifax Inc

Industrials
264
+ 8.43%
$205.5 - $280.54 $54.3K - $74.1K
3.4K $880K
CRL
Charles River Laboratories International, Inc.

Healthcare
717
+ 18.66%
$99.75 - $151.89 $71.5K - $109K
4.56K $691K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
356
+ 3.13%
$96.02 - $124.33 $34.2K - $44.3K
11.7K $1.35M
HSBC
Hsbc Holdings PLC

Financial Services
462
+ 2.01%
$46.68 - $61.09 $21.6K - $28.2K
23.4K $1.42M
RELX
Relx PLC

Communication Services
534
+ 2.74%
$45.31 - $55.66 $24.2K - $29.7K
20K $1.09M
PII
Polaris Inc.

Consumer Cyclical
2.37K
+ 21.24%
$31.97 - $42.61 $75.8K - $101K
13.5K $549K
JPM
Jpmorgan Chase & CO

Financial Services
82
+ 5.64%
$210.28 - $289.91 $17.2K - $23.8K
1.54K $445K
WRB
Berkley W R Corp

Financial Services
478
+ 2.26%
$64.28 - $75.17 $30.7K - $35.9K
21.7K $1.59M
LII
Lennox International Inc

Industrials
90
+ 3.48%
$508.76 - $605.77 $45.8K - $54.5K
2.68K $1.53M
SYY
Sysco Corp

Consumer Defensive
855
+ 3.67%
$68.0 - $75.91 $58.1K - $64.9K
24.1K $1.83M
SITE
Site One Landscape Supply, Inc.

Industrials
656
+ 13.03%
$104.79 - $127.3 $68.7K - $83.5K
5.69K $688K
HD
Home Depot, Inc.

Consumer Cyclical
199
+ 2.26%
$335.24 - $380.78 $66.7K - $75.8K
9.02K $3.31M
FTS
Fortis Inc.

Utilities
783
+ 4.67%
$44.42 - $49.76 $34.8K - $39K
17.6K $838K
MTN
Vail Resorts Inc

Consumer Cyclical
524
+ 16.84%
$131.42 - $164.64 $68.9K - $86.3K
3.64K $571K
TDY
Teledyne Technologies Inc

Technology
82
+ 4.69%
$435.54 - $512.31 $35.7K - $42K
1.83K $938K
ADP
Automatic Data Processing Inc

Industrials
144
+ 1.72%
$276.76 - $326.81 $39.9K - $47.1K
8.54K $2.63M
IBM
International Business Machines Corp

Technology
15
+ 1.15%
$221.03 - $294.78 $3.32K - $4.42K
1.32K $388K
SONY
Sony Group Corp

Technology
1.34K
+ 3.47%
$21.24 - $26.88 $28.4K - $36K
39.9K $1.04M
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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