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
NTR
Nutrien Ltd.

Basic Materials
-233
- 1.86%
$45.28 - $53.84 $10.6K - $12.5K
12.3K $611K
NGG
National Grid PLC

Utilities
-246
- 2.1%
$56.13 - $65.61 $13.8K - $16.1K
11.5K $753K
COST
Costco Wholesale Corp

Consumer Defensive
-26
- 0.92%
$890.62 - $1076.86 $23.2K - $28K
2.81K $2.66M
CSCO
Cisco Systems, Inc.

Technology
-651
- 1.54%
$58.74 - $64.87 $38.2K - $42.2K
41.6K $2.56M
RELX
Relx PLC

Communication Services
-697
- 3.46%
$45.34 - $51.91 $31.6K - $36.2K
19.5K $981K
TRV
Travelers Companies, Inc.

Financial Services
-24
- 0.72%
$232.43 - $265.13 $5.58K - $6.36K
3.32K $878K
GD
General Dynamics Corp

Industrials
-37
- 0.38%
$241.94 - $272.58 $8.95K - $10.1K
9.67K $2.64M
TEF
Telefonica S A

Communication Services
-3.49K
- 2.31%
$3.89 - $4.73 $13.6K - $16.5K
148K $688K
AMT
American Tower Corp

Real Estate
-56
- 1.98%
$173.46 - $217.6 $9.71K - $12.2K
2.78K $604K
BP
Bp PLC

Energy
-331
- 1.43%
$29.93 - $35.31 $9.91K - $11.7K
22.9K $773K
AZN
Astrazeneca PLC

Healthcare
-221
- 1.59%
$65.37 - $77.96 $14.4K - $17.2K
13.7K $1M
AIG
American International Group, Inc.

Financial Services
-92
- 1.21%
$70.5 - $86.94 $6.49K - $8K
7.49K $651K
CHE
Chemed Corp

Healthcare
-3
- 0.25%
$521.84 - $615.32 $1.57K - $1.85K
1.2K $735K
V
Visa Inc.

Financial Services
-68
- 1.81%
$306.92 - $362.71 $20.9K - $24.7K
3.7K $1.29M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-698
- 2.54%
$35.35 - $42.74 $24.7K - $29.8K
26.7K $1.11M
SONY
Sony Group Corp

Technology
-1.75K
- 4.34%
$19.88 - $25.64 $34.8K - $44.9K
38.6K $979K
AFL
Aflac Inc

Financial Services
-716
- 2.68%
$100.99 - $111.19 $72.3K - $79.6K
26K $2.89M
KO
Coca Cola CO

Consumer Defensive
-132
- 0.84%
$60.81 - $72.32 $8.03K - $9.55K
15.7K $1.12M
HSBC
Hsbc Holdings PLC

Financial Services
-821
- 3.45%
$48.68 - $61.58 $40K - $50.6K
23K $1.32M
CB
Chubb LTD

Financial Services
-45
- 0.62%
$257.71 - $301.99 $11.6K - $13.6K
7.16K $2.16M
PSX
Phillips 66

Energy
-44
- 0.23%
$113.93 - $131.55 $5.01K - $5.79K
19.4K $2.39M
MCD
Mcdonalds Corp

Consumer Cyclical
-104
- 1.05%
$279.74 - $321.29 $29.1K - $33.4K
9.77K $3.05M
ECL
Ecolab Inc.

Basic Materials
-80
- 0.63%
$229.72 - $269.82 $18.4K - $21.6K
12.7K $3.21M
RTX
Raytheon Technologies Corp

Industrials
-142
- 0.91%
$114.1 - $135.66 $16.2K - $19.3K
15.5K $2.05M
WRB
Berkley W R Corp

Financial Services
-413
- 1.91%
$56.7 - $71.27 $23.4K - $29.4K
21.2K $1.51M
MMM
3 M CO

Industrials
-336
- 1.55%
$129.7 - $155.12 $43.6K - $52.1K
21.3K $3.13M
WEC
Wec Energy Group, Inc.

Utilities
-147
- 0.55%
$92.12 - $108.98 $13.5K - $16K
26.4K $2.88M
ABBV
Abb Vie Inc.

Healthcare
-415
- 2.53%
$169.2 - $216.66 $70.2K - $89.9K
16K $3.34M
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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