Mitchell & Pahl Private Wealth, LLC Reduced Holdings in Q1 2025

Mitchell & Pahl Private Wealth, LLC

  • $207 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-830
- 3.21%
$167.43 - $244.7 $139K - $203K
25K $4.19M
AAPL
Apple Inc.

Technology
-386
- 1.28%
$209.68 - $247.1 $80.9K - $95.4K
29.7K $6.59M
MSFT
Microsoft Corp

Technology
-16
- 0.1%
$375.39 - $447.2 $6.01K - $7.16K
15.6K $5.87M
FICO
Fair Isaac Corp

Technology
-273
- 23.43%
$1695.35 - $2030.47 $463K - $554K
892 $1.64M
BX
Blackstone Inc.

Financial Services
-129
- 0.99%
$136.53 - $186.74 $17.6K - $24.1K
12.9K $1.81M
EMR
Emerson Electric CO

Industrials
-358
- 1.81%
$108.64 - $131.17 $38.9K - $47K
19.5K $2.13M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-337
- 4.09%
$165.25 - $224.62 $55.7K - $75.7K
7.9K $1.31M
APO
Apollo Global Management, Inc.

Financial Services
-108
- 1.02%
$126.01 - $172.06 $13.6K - $18.6K
10.5K $1.43M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-314
- 2.69%
$109.48 - $136.56 $34.4K - $42.9K
11.4K $1.25M
DOCU
Docusign, Inc.

Technology
-238
- 1.14%
$74.7 - $97.7 $17.8K - $23.3K
20.7K $1.69M
LII
Lennox International Inc

Industrials
-39
- 1.49%
$553.05 - $666.93 $21.6K - $26K
2.59K $1.45M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-218
- 2.83%
$161.03 - $235.53 $35.1K - $51.3K
7.48K $1.24M
MRK
Merck & Co., Inc.

Healthcare
-162
- 1.52%
$83.01 - $101.02 $13.4K - $16.4K
10.5K $939K
TM
Toyota Motor Corp

Consumer Cyclical
-66
- 1.15%
$176.53 - $195.35 $11.7K - $12.9K
5.67K $1M
PPG
Ppg Industries Inc

Basic Materials
-82
- 1.05%
$107.44 - $124.29 $8.81K - $10.2K
7.74K $845K
BAC
Bank Of America Corp

Financial Services
-117
- 0.42%
$39.61 - $47.74 $4.63K - $5.59K
27.4K $1.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.08%
$168.84 - $202.89 $338 - $406
2.59K $455K
ASX
Ase Technology Holding Co., Ltd.

Technology
-33
- 0.12%
$8.76 - $11.36 $289 - $375
28.5K $250K
UBS
Ubs Group Ag

Financial Services
-1.64K
- 2.96%
$30.28 - $35.78 $49.7K - $58.7K
53.8K $1.65M
CARR
Carrier Global Corp

Industrials
-51
- 1.0%
$62.07 - $70.55 $3.17K - $3.6K
5.04K $319K
CPRT
Copart Inc

Consumer Cyclical
-192
- 0.96%
$52.3 - $59.83 $10K - $11.5K
19.8K $1.12M
MET
Metlife Inc

Financial Services
-88
- 0.89%
$77.7 - $87.0 $6.84K - $7.66K
9.79K $785K
PHG
Koninklijke Philips Nv

Healthcare
-916
- 2.55%
$24.92 - $28.61 $22.8K - $26.2K
35K $888K
STX
Seagate Technology Holdings PLC

Technology
-87
- 0.89%
$84.92 - $108.42 $7.39K - $9.43K
9.67K $821K
PFE
Pfizer Inc

Healthcare
-105
- 1.18%
$25.01 - $27.13 $2.63K - $2.85K
8.79K $222K
PEG
Public Service Enterprise Group Inc

Utilities
-5
- 0.13%
$78.2 - $90.39 $391 - $452
3.77K $310K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-207
- 14.8%
$208.48 - $244.03 $43.2K - $50.5K
1.19K $290K
FCX
Freeport Mcmoran Inc

Basic Materials
-49
- 0.35%
$34.5 - $43.01 $1.69K - $2.11K
13.9K $527K
TTE
Total Energies Se

Energy
-56
- 1.19%
N/A
4.66K $319K
ADSK
Autodesk, Inc.

Technology
-8
- 0.34%
N/A
2.37K $581K
Blackrock Inc
-11
- 0.41%
N/A
2.7K $0
Te Connectivity PLC
-18
- 0.35%
N/A
5.19K $0
ZTS
Zoetis Inc.

Healthcare
-34
- 0.88%
$156.48 - $175.67 $5.32K - $5.97K
3.84K $632K
BDX
Becton Dickinson & CO

Healthcare
-1
- 0.08%
$222.79 - $249.08 $223 - $249
1.31K $298K
MFC
Manulife Financial Corp

Financial Services
-14
- 0.19%
$28.41 - $31.82 $398 - $445
7.36K $229K
RIO
Rio Tinto PLC

Basic Materials
-177
- 1.28%
$58.19 - $64.29 $10.3K - $11.4K
13.6K $818K
JCI
Johnson Controls International PLC

Industrials
-26
- 0.33%
$76.12 - $90.6 $1.98K - $2.36K
7.95K $637K
MA
Mastercard Inc

Financial Services
-51
- 2.89%
$504.67 - $576.31 $25.7K - $29.4K
1.71K $938K
UNP
Union Pacific Corp

Industrials
-67
- 2.05%
$225.21 - $254.42 $15.1K - $17K
3.19K $754K
KMI
Kinder Morgan, Inc.

Energy
-22
- 0.15%
$26.1 - $31.22 $574 - $687
14.3K $406K
ENB
Enbridge Inc

Energy
-80
- 0.78%
$41.54 - $45.45 $3.32K - $3.64K
10.1K $449K
APD
Air Products & Chemicals, Inc.

Basic Materials
-62
- 0.65%
$283.24 - $338.07 $17.6K - $21K
9.42K $2.78M
SNY
Sanofi

Healthcare
-47
- 1.12%
$48.15 - $59.42 $2.26K - $2.79K
4.13K $229K
UL
Unilever PLC

Consumer Defensive
-337
- 1.76%
$54.72 - $60.29 $18.4K - $20.3K
18.8K $1.12M
SAP
Sap Se

Technology
-264
- 5.14%
$241.4 - $293.69 $63.7K - $77.5K
4.88K $1.31M
SU
Suncor Energy Inc

Energy
-747
- 3.1%
$34.27 - $40.63 $25.6K - $30.4K
23.3K $903K
ADP
Automatic Data Processing Inc

Industrials
-211
- 2.45%
$286.85 - $318.64 $60.5K - $67.2K
8.39K $2.56M
FTS
Fortis Inc.

Utilities
-495
- 2.87%
$40.49 - $45.58 $20K - $22.6K
16.8K $764K
TDY
Teledyne Technologies Inc

Technology
-17
- 0.96%
$455.51 - $518.84 $7.74K - $8.82K
1.75K $870K
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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