Mitchell & Pahl Private Wealth, LLC Reduced Holdings in Q3 2025

Mitchell & Pahl Private Wealth, LLC

  • $230 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DIS
Walt Disney CO

Communication Services
-27
- 0.12%
$112.25 - $124.0 $3.03K - $3.35K
23K $2.64M
APO
Apollo Global Management, Inc.

Financial Services
-765
- 7.47%
$131.55 - $156.05 $101K - $119K
9.47K $1.26M
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 0.18%
$915.95 - $994.57 $4.58K - $4.97K
2.83K $2.62M
SAP
Sap Se

Technology
-6
- 0.12%
$252.42 - $311.93 $1.51K - $1.87K
4.92K $1.31M
WM
Waste Management Inc

Industrials
-40
- 0.26%
$213.88 - $237.1 $8.56K - $9.48K
15.2K $3.36M
APD
Air Products & Chemicals, Inc.

Basic Materials
-9
- 0.09%
$265.78 - $299.3 $2.39K - $2.69K
9.67K $2.64M
AMT
American Tower Corp

Real Estate
-37
- 1.4%
$192.32 - $232.35 $7.12K - $8.6K
2.6K $500K
T
At&T Inc.

Communication Services
-460
- 0.5%
$26.94 - $29.62 $12.4K - $13.6K
91.1K $2.57M
KO
Coca Cola CO

Consumer Defensive
-112
- 0.72%
$65.67 - $71.67 $7.36K - $8.03K
15.4K $1.02M
EMR
Emerson Electric CO

Industrials
-234
- 1.16%
$128.6 - $149.63 $30.1K - $35K
20K $2.62M
V
Visa Inc.

Financial Services
-45
- 1.23%
$332.09 - $358.86 $14.9K - $16.1K
3.62K $1.23M
TT
Trane Technologies PLC

Industrials
-35
- 1.05%
$398.96 - $472.54 $14K - $16.5K
3.29K $1.39M
AIG
American International Group, Inc.

Financial Services
-117
- 1.61%
$76.34 - $85.87 $8.93K - $10K
7.15K $561K
CSCO
Cisco Systems, Inc.

Technology
-270
- 0.64%
$66.2 - $71.79 $17.9K - $19.4K
42.2K $2.89M
ZTS
Zoetis Inc.

Healthcare
-51
- 1.35%
$141.13 - $159.19 $7.2K - $8.12K
3.74K $546K
KMI
Kinder Morgan, Inc.

Energy
-315
- 2.21%
$26.23 - $28.5 $8.26K - $8.98K
13.9K $394K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-24
- 2.33%
$196.15 - $217.83 $4.71K - $5.23K
1.01K $202K
PEG
Public Service Enterprise Group Inc

Utilities
-142
- 3.89%
$79.99 - $90.14 $11.4K - $12.8K
3.51K $293K
MFC
Manulife Financial Corp

Financial Services
-244
- 3.32%
$29.9 - $32.34 $7.3K - $7.89K
7.11K $221K
WMB
Williams Companies, Inc.

Energy
-262
- 1.53%
$56.52 - $64.01 $14.8K - $16.8K
16.8K $1.07M
TTE
Total Energies Se

Energy
-96
- 2.14%
N/A
4.39K $301K
AMZN
Amazon Com Inc

Consumer Cyclical
-18
- 0.7%
$211.65 - $238.24 $3.81K - $4.29K
2.54K $558K
MA
Mastercard Inc

Financial Services
-25
- 1.49%
$550.18 - $598.96 $13.8K - $15K
1.66K $941K
Linde PLC
-34
- 0.43%
N/A
7.85K $0
Blackrock Inc
-21
- 0.75%
N/A
2.77K $0
PFE
Pfizer Inc

Healthcare
-299
- 3.56%
$23.29 - $25.88 $6.96K - $7.74K
8.1K $206K
MET
Metlife Inc

Financial Services
-95
- 0.99%
$73.82 - $82.37 $7.01K - $7.83K
9.5K $782K
ASX
Ase Technology Holding Co., Ltd.

Technology
-575
- 2.09%
$9.5 - $11.71 $5.46K - $6.73K
27K $298K
UNP
Union Pacific Corp

Industrials
-6
- 0.19%
$214.91 - $237.16 $1.29K - $1.42K
3.17K $748K
SHW
Sherwin Williams CO

Basic Materials
-2
- 0.03%
$330.88 - $375.23 $662 - $750
7.66K $2.65M
TRV
Travelers Companies, Inc.

Financial Services
-40
- 1.23%
$250.62 - $279.43 $10K - $11.2K
3.22K $900K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-29
- 1.14%
$185.88 - $207.44 $5.39K - $6.02K
2.51K $504K
JPM
Jpmorgan Chase & CO

Financial Services
-21
- 1.37%
$282.78 - $316.06 $5.94K - $6.64K
1.51K $477K
ECL
Ecolab Inc.

Basic Materials
-55
- 0.43%
$259.39 - $285.47 $14.3K - $15.7K
12.7K $3.49M
MRK
Merck & Co., Inc.

Healthcare
-77
- 0.74%
$77.6 - $87.37 $5.98K - $6.73K
10.3K $866K
ENB
Enbridge Inc

Energy
-126
- 1.31%
$43.79 - $50.46 $5.52K - $6.36K
9.5K $479K
MMM
3 M CO

Industrials
-125
- 0.58%
$144.41 - $160.2 $18.1K - $20K
21.4K $3.33M
NOC
Northrop Grumman Corp

Industrials
-5
- 1.04%
$498.9 - $609.32 $2.49K - $3.05K
474 $288K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-63
- 0.54%
$114.67 - $124.98 $7.22K - $7.87K
11.7K $1.41M
BX
Blackstone Inc.

Financial Services
-1.12K
- 8.8%
$152.77 - $188.68 $171K - $211K
11.6K $1.98M
BAC
Bank Of America Corp

Financial Services
-514
- 1.92%
$44.92 - $52.42 $23.1K - $26.9K
26.3K $1.36M
SU
Suncor Energy Inc

Energy
-14
- 0.06%
$37.83 - $43.02 $530 - $602
24.3K $1.02M
SONY
Sony Group Corp

Technology
-21
- 0.05%
$23.92 - $30.07 $502 - $631
39.9K $1.15M
BP
Bp PLC

Energy
-15
- 0.06%
$30.25 - $35.69 $454 - $535
24.9K $859K
XOM
Exxon Mobil Corp

Energy
-103
- 0.32%
$105.83 - $117.22 $10.9K - $12.1K
31.7K $3.57M
NVS
Novartis Ag

Healthcare
-123
- 0.55%
$113.5 - $129.73 $14K - $16K
22.4K $2.88M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-153
- 0.56%
$46.69 - $59.27 $7.14K - $9.07K
27K $1.44M
USB
Us Bancorp \De\

Financial Services
-47
- 0.1%
$43.94 - $50.41 $2.07K - $2.37K
49.2K $2.38M
AFL
Aflac Inc

Financial Services
-143
- 0.54%
$98.09 - $111.7 $14K - $16K
26.3K $2.94M
Activity Summary
Buys All Purchases 63 New Holdings 2 Increased Positions 61 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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