Mitchell & Pahl Private Wealth, LLC Portfolio Holdings
Mitchell & Pahl Private Wealth, LLC
- $209 Million
- Q3 2024
Mitchell & Pahl Private Wealth, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $209 Million distributed in 145 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $6.97M, Microsoft Corp with a value of $6.8M, Unitedhealth Group Inc with a value of $5.14M, Broadcom Inc. with a value of $4.67M, and Exxon Mobil Corp with a value of $3.59M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $185M to 209M.
Below you can find more details about Mitchell & Pahl Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$209 Million
Technology: $36.5 Million
Industrials: $31.4 Million
Financial Services: $27.8 Million
Healthcare: $24.7 Million
Consumer Defensive: $17.8 Million
Consumer Cyclical: $16.5 Million
Basic Materials: $13.3 Million
Energy: $13.2 Million
Other: $28.2 Million