Mitchell Mcleod Pugh & Williams
Latest statistics and disclosures from Mitchell Mcleod Pugh & Williams's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VOO, VUG, MSFT, VTV, and represent 24.25% of Mitchell Mcleod Pugh & Williams's stock portfolio.
- Added to shares of these 10 stocks: VOO, CALF, VO, COWZ, VEA, VTEB, TCHP, BUD, HWC, NVDA.
- Started 14 new stock positions in PH, AMCR, BUD, DFCF, HWC, CALF, VIG, TCHP, SHEL, LHX. IR, MNMD, PGR, DOCU.
- Reduced shares in these 10 stocks: AAPL, VB, VUG, BND, VTV, INTC, RIO, MSFT, SNAP, UPST.
- Sold out of its positions in BABA, ADSK, XAIR, HES, MTTR, RIO, SNAP, Somalogic, UPST, VALE. VTNR, VirnetX Holding Corporation, WBD.
- Mitchell Mcleod Pugh & Williams was a net buyer of stock by $4.0M.
- Mitchell Mcleod Pugh & Williams has $378M in assets under management (AUM), dropping by 11.27%.
- Central Index Key (CIK): 0001632105
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Mitchell Mcleod Pugh & Williams holds 253 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 7.6 | $29M | -3% | 150k | 192.53 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $19M | +14% | 44k | 436.80 |
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Vanguard Index Fds Growth Etf (VUG) | 4.8 | $18M | -3% | 59k | 310.88 |
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Microsoft Corporation (MSFT) | 3.8 | $14M | 38k | 376.04 |
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Vanguard Index Fds Value Etf (VTV) | 2.9 | $11M | -3% | 74k | 149.50 |
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Vanguard Index Fds Mid Cap Etf (VO) | 2.6 | $9.9M | +12% | 43k | 232.64 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $6.4M | 18k | 356.66 |
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JPMorgan Chase & Co. (JPM) | 1.5 | $5.7M | 33k | 170.10 |
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Servisfirst Bancshares (SFBS) | 1.5 | $5.5M | 83k | 66.63 |
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Home Depot (HD) | 1.4 | $5.4M | 16k | 346.55 |
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Amazon (AMZN) | 1.4 | $5.3M | +4% | 35k | 151.94 |
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Pacer Fds Tr Us Cash Cows 100 (COWZ) | 1.3 | $5.1M | +26% | 98k | 51.99 |
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Southern Company (SO) | 1.3 | $4.7M | 68k | 70.12 |
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Adobe Systems Incorporated (ADBE) | 1.3 | $4.7M | 7.9k | 596.60 |
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Vanguard Index Fds Small Cp Etf (VB) | 1.2 | $4.7M | -12% | 22k | 213.33 |
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Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $4.5M | 33k | 139.69 |
|
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Johnson & Johnson (JNJ) | 1.2 | $4.5M | 29k | 156.74 |
|
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UnitedHealth (UNH) | 1.2 | $4.5M | 8.6k | 526.48 |
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Eli Lilly & Co. (LLY) | 1.1 | $4.2M | 7.3k | 582.93 |
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NVIDIA Corporation (NVDA) | 1.1 | $4.2M | +5% | 8.5k | 495.23 |
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Broadcom (AVGO) | 1.1 | $4.1M | +4% | 3.6k | 1116.50 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.1 | $4.0M | +17% | 83k | 47.90 |
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Procter & Gamble Company (PG) | 0.9 | $3.5M | 24k | 146.54 |
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Exxon Mobil Corporation (XOM) | 0.9 | $3.5M | 35k | 99.98 |
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Tesla Motors (TSLA) | 0.9 | $3.5M | 14k | 248.48 |
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Chevron Corporation (CVX) | 0.9 | $3.2M | 22k | 149.16 |
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Caterpillar (CAT) | 0.8 | $3.1M | 11k | 295.67 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $3.1M | +4% | 13k | 237.23 |
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Wal-Mart Stores (WMT) | 0.8 | $3.1M | 19k | 157.65 |
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Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.7M | -3% | 19k | 140.93 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $2.6M | +3% | 6.3k | 409.52 |
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Abbvie (ABBV) | 0.7 | $2.5M | 16k | 154.97 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.5M | 5.3k | 475.35 |
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Merck & Co (MRK) | 0.7 | $2.5M | 23k | 109.02 |
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Costco Wholesale Corporation (COST) | 0.6 | $2.3M | -2% | 3.5k | 660.05 |
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Applied Materials (AMAT) | 0.6 | $2.3M | -6% | 14k | 162.07 |
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American Express Company (AXP) | 0.6 | $2.2M | 12k | 187.35 |
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Pepsi (PEP) | 0.6 | $2.2M | +2% | 13k | 169.84 |
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Automatic Data Processing (ADP) | 0.6 | $2.1M | 9.0k | 232.97 |
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Cisco Systems (CSCO) | 0.5 | $2.1M | -3% | 41k | 50.52 |
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Union Pacific Corporation (UNP) | 0.5 | $2.0M | 8.3k | 245.61 |
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Yum! Brands (YUM) | 0.5 | $2.0M | 16k | 130.66 |
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Ishares Tr Core Div Grwth (DGRO) | 0.5 | $2.0M | 38k | 53.82 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $1.9M | +3% | 21k | 88.36 |
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Deere & Company (DE) | 0.5 | $1.8M | 4.6k | 399.87 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.8M | +41% | 36k | 51.05 |
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Nike CL B (NKE) | 0.5 | $1.8M | 16k | 108.57 |
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Bank of America Corporation (BAC) | 0.5 | $1.8M | 53k | 33.67 |
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Anthem (ELV) | 0.5 | $1.8M | 3.7k | 471.57 |
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Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $1.7M | +11% | 23k | 76.38 |
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Regions Financial Corporation (RF) | 0.5 | $1.7M | 89k | 19.38 |
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Honeywell International (HON) | 0.5 | $1.7M | -2% | 8.1k | 209.72 |
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Coca-Cola Company (KO) | 0.4 | $1.7M | 28k | 58.93 |
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Enstar Group SHS (ESGR) | 0.4 | $1.7M | -5% | 5.7k | 294.35 |
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Intel Corporation (INTC) | 0.4 | $1.7M | -16% | 33k | 50.25 |
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Lowe's Companies (LOW) | 0.4 | $1.7M | 7.5k | 222.56 |
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Duke Energy Corp Com New (DUK) | 0.4 | $1.6M | 17k | 97.04 |
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Travelers Companies (TRV) | 0.4 | $1.6M | 8.4k | 190.49 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.6M | +13% | 39k | 41.10 |
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Visa Com Cl A (V) | 0.4 | $1.5M | 5.9k | 260.35 |
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Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.4 | $1.5M | 7.1k | 216.92 |
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Comcast Corp Cl A (CMCSA) | 0.4 | $1.5M | 35k | 43.85 |
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Qualcomm (QCOM) | 0.4 | $1.5M | 11k | 144.62 |
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International Business Machines (IBM) | 0.4 | $1.5M | 9.0k | 163.56 |
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AFLAC Incorporated (AFL) | 0.4 | $1.4M | 17k | 82.50 |
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Pacer Fds Tr Pacer Us Small (CALF) | 0.4 | $1.4M | NEW | 30k | 48.03 |
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Walt Disney Company (DIS) | 0.4 | $1.4M | -8% | 16k | 90.29 |
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Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | 8.2k | 170.46 |
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McDonald's Corporation (MCD) | 0.4 | $1.4M | +2% | 4.6k | 296.49 |
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Globe Life (GL) | 0.4 | $1.4M | 11k | 121.72 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.4 | $1.3M | -26% | 18k | 73.55 |
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Kla Corp Com New (KLAC) | 0.3 | $1.3M | 2.3k | 581.30 |
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General Dynamics Corporation (GD) | 0.3 | $1.3M | 5.0k | 259.66 |
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Vulcan Materials Company (VMC) | 0.3 | $1.3M | 5.5k | 226.99 |
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Enterprise Products Partners (EPD) | 0.3 | $1.2M | 46k | 26.35 |
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Raytheon Technologies Corp (RTX) | 0.3 | $1.2M | 14k | 84.14 |
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Valero Energy Corporation (VLO) | 0.3 | $1.2M | +3% | 9.3k | 130.01 |
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Boeing Company (BA) | 0.3 | $1.2M | 4.4k | 260.66 |
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Mondelez Intl Cl A (MDLZ) | 0.3 | $1.1M | +10% | 16k | 72.43 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.1M | -11% | 19k | 57.96 |
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Nextera Energy (NEE) | 0.3 | $1.1M | +4% | 18k | 60.74 |
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Oracle Corporation (ORCL) | 0.3 | $1.1M | 10k | 105.43 |
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CSX Corporation (CSX) | 0.3 | $1.1M | 30k | 34.67 |
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Verizon Communications (VZ) | 0.3 | $1.0M | +3% | 28k | 37.70 |
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Philip Morris International (PM) | 0.3 | $1.0M | 11k | 94.08 |
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Meta Platforms Cl A (META) | 0.3 | $1.0M | +5% | 2.8k | 353.96 |
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Phillips 66 (PSX) | 0.3 | $982k | 7.4k | 133.10 |
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Morgan Stanley Com New (MS) | 0.3 | $981k | +3% | 11k | 93.25 |
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Linde SHS (LIN) | 0.3 | $978k | 2.4k | 410.75 |
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Bristol Myers Squibb (BMY) | 0.3 | $974k | 19k | 51.31 |
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Wells Fargo & Company (WFC) | 0.3 | $970k | -4% | 20k | 49.22 |
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Becton, Dickinson and (BDX) | 0.3 | $963k | 4.0k | 243.80 |
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Pfizer (PFE) | 0.3 | $958k | -5% | 33k | 28.79 |
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Select Sector Spdr Tr Energy (XLE) | 0.2 | $937k | 11k | 83.84 |
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Abbott Laboratories (ABT) | 0.2 | $926k | 8.4k | 110.07 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $924k | +9% | 4.2k | 219.58 |
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Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $914k | 7.3k | 124.97 |
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Altria (MO) | 0.2 | $907k | +10% | 23k | 40.34 |
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ConocoPhillips (COP) | 0.2 | $874k | 7.5k | 116.05 |
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Air Products & Chemicals (APD) | 0.2 | $866k | 3.2k | 273.82 |
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Thermo Fisher Scientific (TMO) | 0.2 | $862k | -4% | 1.6k | 530.79 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $858k | -3% | 7.1k | 121.51 |
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American Tower Reit (AMT) | 0.2 | $857k | -4% | 4.0k | 215.89 |
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Chubb (CB) | 0.2 | $834k | 3.7k | 226.00 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $823k | 11k | 75.10 |
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At&t (T) | 0.2 | $814k | -4% | 49k | 16.78 |
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General Electric Com New (GE) | 0.2 | $811k | +4% | 6.4k | 127.67 |
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Advanced Micro Devices (AMD) | 0.2 | $809k | -3% | 5.5k | 147.41 |
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Vanguard World Mega Grwth Ind (MGK) | 0.2 | $788k | +21% | 3.0k | 259.51 |
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Gilead Sciences (GILD) | 0.2 | $786k | 9.7k | 81.01 |
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Schlumberger Com Stk (SLB) | 0.2 | $786k | 15k | 52.04 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $783k | +4% | 1.6k | 477.63 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.2 | $783k | +9% | 5.4k | 145.02 |
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PPG Industries (PPG) | 0.2 | $778k | 5.2k | 149.54 |
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Enbridge (ENB) | 0.2 | $776k | 22k | 36.02 |
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Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $769k | 3.5k | 218.14 |
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Lockheed Martin Corporation (LMT) | 0.2 | $769k | 1.7k | 453.24 |
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Paychex (PAYX) | 0.2 | $767k | +6% | 6.4k | 119.11 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $767k | -6% | 11k | 70.35 |
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Target Corporation (TGT) | 0.2 | $760k | -4% | 5.3k | 142.42 |
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Colgate-Palmolive Company (CL) | 0.2 | $760k | 9.5k | 79.71 |
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Corning Incorporated (GLW) | 0.2 | $756k | 25k | 30.45 |
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Metropcs Communications (TMUS) | 0.2 | $751k | 4.7k | 160.33 |
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Netflix (NFLX) | 0.2 | $751k | -2% | 1.5k | 486.88 |
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Norfolk Southern (NSC) | 0.2 | $740k | 3.1k | 236.38 |
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Fluor Corporation (FLR) | 0.2 | $735k | 19k | 39.17 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $723k | +3% | 6.9k | 104.10 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $721k | +3% | 8.6k | 84.33 |
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Amgen (AMGN) | 0.2 | $698k | +7% | 2.4k | 288.06 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $695k | 1.6k | 426.51 |
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FedEx Corporation (FDX) | 0.2 | $693k | 2.7k | 252.95 |
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Sherwin-Williams Company (SHW) | 0.2 | $683k | -4% | 2.2k | 311.90 |
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Yum China Holdings (YUMC) | 0.2 | $676k | -7% | 16k | 42.43 |
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Northrop Grumman Corporation (NOC) | 0.2 | $669k | 1.4k | 468.14 |
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Broadridge Financial Solutions (BR) | 0.2 | $660k | 3.2k | 205.75 |
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Clorox Company (CLX) | 0.2 | $654k | 4.6k | 142.59 |
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United Rentals (URI) | 0.2 | $651k | 1.1k | 573.42 |
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CVS Caremark Corporation (CVS) | 0.2 | $645k | 8.2k | 78.97 |
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American Intl Group Com New (AIG) | 0.2 | $607k | -2% | 9.0k | 67.75 |
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Trane Technologies SHS (TT) | 0.2 | $605k | -2% | 2.5k | 243.90 |
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Novartis Sponsored Adr (NVS) | 0.2 | $601k | 6.0k | 100.97 |
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Us Bancorp Del Com New (USB) | 0.2 | $599k | -3% | 14k | 43.28 |
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Cme (CME) | 0.2 | $591k | 2.8k | 210.60 |
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Oneok (OKE) | 0.2 | $587k | -23% | 8.4k | 70.22 |
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Medtronic SHS (MDT) | 0.2 | $583k | 7.1k | 82.38 |
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salesforce (CRM) | 0.2 | $577k | +4% | 2.2k | 263.14 |
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Citigroup Com New (C) | 0.2 | $570k | -3% | 11k | 51.44 |
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Waters Corporation (WAT) | 0.2 | $569k | 1.7k | 329.23 |
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Waste Management (WM) | 0.1 | $556k | 3.1k | 179.10 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $554k | 40k | 13.80 |
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Emerson Electric (EMR) | 0.1 | $532k | +6% | 5.5k | 97.32 |
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Allstate Corporation (ALL) | 0.1 | $529k | 3.8k | 139.97 |
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World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $496k | -5% | 12k | 40.91 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $495k | -22% | 2.6k | 191.17 |
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Edison International (EIX) | 0.1 | $493k | 6.9k | 71.49 |
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Truist Financial Corp equities (TFC) | 0.1 | $490k | -12% | 13k | 36.92 |
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Ecolab (ECL) | 0.1 | $489k | +2% | 2.5k | 198.35 |
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Hershey Company (HSY) | 0.1 | $480k | 2.6k | 186.44 |
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Diamondback Energy (FANG) | 0.1 | $480k | 3.1k | 155.08 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $464k | 4.2k | 111.63 |
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $459k | 905.00 | 507.38 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $457k | -4% | 11k | 40.23 |
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Analog Devices (ADI) | 0.1 | $448k | 2.3k | 198.56 |
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $436k | 10k | 42.41 |
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Realty Income (O) | 0.1 | $433k | -6% | 7.5k | 57.42 |
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Quest Diagnostics Incorporated (DGX) | 0.1 | $432k | 3.1k | 137.89 |
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Bk Nova Cad (BNS) | 0.1 | $429k | +15% | 8.8k | 48.69 |
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Hewlett Packard Enterprise (HPE) | 0.1 | $424k | 25k | 16.98 |
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Illinois Tool Works (ITW) | 0.1 | $412k | 1.6k | 261.94 |
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O'reilly Automotive (ORLY) | 0.1 | $409k | 430.00 | 950.08 |
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Vanguard World Mega Cap Index (MGC) | 0.1 | $408k | 2.4k | 169.28 |
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Williams Companies (WMB) | 0.1 | $402k | 12k | 34.83 |
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Uber Technologies (UBER) | 0.1 | $399k | +12% | 6.5k | 61.57 |
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Atmos Energy Corporation (ATO) | 0.1 | $396k | 3.4k | 115.90 |
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Crown Castle Intl (CCI) | 0.1 | $395k | 3.4k | 115.19 |
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SYSCO Corporation (SYY) | 0.1 | $392k | 5.4k | 73.13 |
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Toll Brothers (TOL) | 0.1 | $388k | 3.8k | 102.79 |
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Goldman Sachs (GS) | 0.1 | $381k | +46% | 987.00 | 385.77 |
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Dollar General (DG) | 0.1 | $379k | -20% | 2.8k | 135.93 |
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ProAssurance Corporation (PRA) | 0.1 | $376k | 27k | 13.79 |
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eBay (EBAY) | 0.1 | $376k | 8.6k | 43.62 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $372k | +3% | 3.6k | 104.46 |
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Devon Energy Corporation (DVN) | 0.1 | $369k | -7% | 8.1k | 45.30 |
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Carrier Global Corporation (CARR) | 0.1 | $368k | 6.4k | 57.45 |
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Dupont De Nemours (DD) | 0.1 | $367k | 4.8k | 76.93 |
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Middlesex Water Company (MSEX) | 0.1 | $367k | 5.6k | 65.62 |
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Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $362k | 5.5k | 66.38 |
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Vanguard World Fds Energy Etf (VDE) | 0.1 | $360k | 3.1k | 117.28 |
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W.W. Grainger (GWW) | 0.1 | $360k | 434.00 | 828.69 |
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Eaton Corp SHS (ETN) | 0.1 | $359k | 1.5k | 240.82 |
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Cardinal Health (CAH) | 0.1 | $350k | 3.5k | 100.81 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $342k | -13% | 4.4k | 77.02 |
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Hp (HPQ) | 0.1 | $338k | 11k | 30.09 |
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Celanese Corporation (CE) | 0.1 | $336k | 2.2k | 155.41 |
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Quanta Services (PWR) | 0.1 | $335k | 1.6k | 215.80 |
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Sun Communities (SUI) | 0.1 | $330k | 2.5k | 133.65 |
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Star Bulk Carriers Corp. Shs Par (SBLK) | 0.1 | $326k | 15k | 21.26 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $319k | 4.1k | 77.73 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $312k | 2.4k | 130.92 |
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California Water Service (CWT) | 0.1 | $311k | 6.0k | 51.87 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $303k | -6% | 1.7k | 173.89 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $302k | 4.8k | 63.33 |
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McKesson Corporation (MCK) | 0.1 | $302k | +4% | 652.00 | 462.98 |
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Weyerhaeuser Co Mtn Be Com New (WY) | 0.1 | $294k | 8.5k | 34.77 |
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Rh (RH) | 0.1 | $292k | 1.0k | 291.48 |
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Computer Programs & Systems (CPSI) | 0.1 | $289k | 26k | 11.20 |
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Archer Daniels Midland Company (ADM) | 0.1 | $285k | 4.0k | 72.22 |
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Dell Technologies CL C (DELL) | 0.1 | $279k | 3.6k | 76.50 |
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General Motors Company (GM) | 0.1 | $278k | -15% | 7.7k | 35.92 |
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Vanguard World Fds Health Car Etf (VHT) | 0.1 | $275k | -6% | 1.1k | 250.70 |
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Fair Isaac Corporation (FICO) | 0.1 | $274k | 235.00 | 1164.01 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $271k | 1.1k | 252.22 |
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Dow (DOW) | 0.1 | $269k | -4% | 4.9k | 54.84 |
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Pioneer Natural Resources (PXD) | 0.1 | $269k | 1.2k | 224.85 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $263k | 1.3k | 200.71 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $263k | 867.00 | 303.17 |
|
|
T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $263k | NEW | 8.5k | 30.95 |
|
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $260k | 3.2k | 81.10 |
|
|
Lovesac Company (LOVE) | 0.1 | $256k | 10k | 25.55 |
|
|
Otis Worldwide Corp (OTIS) | 0.1 | $255k | 2.9k | 89.47 |
|
|
Starbucks Corporation (SBUX) | 0.1 | $253k | 2.6k | 96.01 |
|
|
Ishares Tr U.s. Energy Etf (IYE) | 0.1 | $252k | 5.7k | 44.12 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $251k | -3% | 2.4k | 104.00 |
|
Vanguard World Fds Utilities Etf (VPU) | 0.1 | $244k | 1.8k | 137.05 |
|
|
Kinder Morgan (KMI) | 0.1 | $242k | -2% | 14k | 17.64 |
|
Prologis (PLD) | 0.1 | $242k | 1.8k | 133.33 |
|
|
Stryker Corporation (SYK) | 0.1 | $239k | 799.00 | 299.46 |
|
|
Cincinnati Financial Corporation (CINF) | 0.1 | $238k | 2.3k | 103.46 |
|
|
3M Company (MMM) | 0.1 | $238k | -4% | 2.2k | 109.31 |
|
Motorola Solutions Com New (MSI) | 0.1 | $235k | 750.00 | 313.09 |
|
|
Roper Industries (ROP) | 0.1 | $235k | 430.00 | 545.65 |
|
|
Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $234k | NEW | 3.6k | 64.62 |
|
Hancock Holding Company (HWC) | 0.1 | $231k | NEW | 4.8k | 48.59 |
|
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $229k | 6.5k | 35.20 |
|
|
Halliburton Company (HAL) | 0.1 | $228k | 6.3k | 36.15 |
|
|
Parker-Hannifin Corporation (PH) | 0.1 | $222k | NEW | 481.00 | 460.70 |
|
Paypal Holdings (PYPL) | 0.1 | $220k | -34% | 3.6k | 61.41 |
|
Shell Spon Ads (SHEL) | 0.1 | $219k | NEW | 3.3k | 65.80 |
|
Corteva (CTVA) | 0.1 | $219k | 4.6k | 47.92 |
|
|
Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $217k | NEW | 5.1k | 42.40 |
|
Marriott Intl Cl A (MAR) | 0.1 | $215k | -7% | 953.00 | 225.52 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $213k | NEW | 1.3k | 170.44 |
|
Ingersoll Rand (IR) | 0.1 | $212k | NEW | 2.7k | 77.34 |
|
Progressive Corporation (PGR) | 0.1 | $209k | NEW | 1.3k | 159.28 |
|
Docusign (DOCU) | 0.1 | $208k | NEW | 3.5k | 59.45 |
|
Walgreen Boots Alliance (WBA) | 0.1 | $207k | -14% | 7.9k | 26.11 |
|
Albemarle Corporation (ALB) | 0.1 | $205k | 1.4k | 144.48 |
|
|
L3harris Technologies (LHX) | 0.1 | $201k | NEW | 955.00 | 210.62 |
|
Carnival Corp Unit 99/99/9999 (CCL) | 0.1 | $191k | 10k | 18.54 |
|
|
Crescent Energy Company Cl A Com (CRGY) | 0.0 | $173k | 13k | 13.21 |
|
|
First Horizon National Corporation (FHN) | 0.0 | $167k | 12k | 14.16 |
|
|
Amcor Ord (AMCR) | 0.0 | $102k | NEW | 11k | 9.64 |
|
Mind Medicine Mindmed Com New (MNMD) | 0.0 | $73k | NEW | 20k | 3.66 |
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Past Filings by Mitchell Mcleod Pugh & Williams
SEC 13F filings are viewable for Mitchell Mcleod Pugh & Williams going back to 2014
- Mitchell Mcleod Pugh & Williams 2023 Q4 filed Feb. 5, 2024
- Mitchell Mcleod Pugh & Williams 2023 Q3 filed Oct. 20, 2023
- Mitchell Mcleod Pugh & Williams 2023 Q2 filed Aug. 8, 2023
- Mitchell Mcleod Pugh & Williams 2023 Q1 filed May 10, 2023
- Mitchell Mcleod Pugh & Williams 2022 Q4 filed Feb. 3, 2023
- Mitchell Mcleod Pugh & Williams 2022 Q2 restated filed Nov. 18, 2022
- Mitchell Mcleod Pugh & Williams 2022 Q3 filed Nov. 7, 2022
- Mitchell Mcleod Pugh & Williams 2022 Q2 filed July 19, 2022
- Mitchell Mcleod Pugh & Williams 2022 Q1 filed April 26, 2022
- Mitchell Mcleod Pugh & Williams 2021 Q4 filed Feb. 2, 2022
- Mitchell Mcleod Pugh & Williams 2021 Q2 restated filed Nov. 8, 2021
- Mitchell Mcleod Pugh & Williams 2021 Q3 filed Nov. 8, 2021
- Mitchell Mcleod Pugh & Williams 2021 Q2 filed Aug. 3, 2021
- Mitchell Mcleod Pugh & Williams 2021 Q1 filed May 12, 2021
- Mitchell Mcleod Pugh & Williams 2020 Q4 filed Feb. 8, 2021
- Mitchell Mcleod Pugh & Williams 2020 Q3 filed Oct. 27, 2020