Mitchell & Pahl Private Wealth, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $206 Million distributed in 146 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $7.53M, Microsoft Corp with a value of $6.59M, Broadcom Inc. with a value of $5.99M, Unitedhealth Group Inc with a value of $4.46M, and Procter & Gamble CO with a value of $3.44M.
Examining the 13F form we can see an decrease of $2.72M in the current position value, from $209M to 206M.
Below you can find more details about Mitchell & Pahl Private Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$206 Million
Technology: $39.4 Million
Industrials: $30.8 Million
Financial Services: $27.3 Million
Healthcare: $21.7 Million
Consumer Defensive: $17.3 Million
Consumer Cyclical: $17.3 Million
Energy: $12.9 Million
Communication Services: $12.7 Million
Other: $27 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
