HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
29,852 | -2,836 | $5,747 |
| AAPL | 29,852 | -2,836 | $5,747 |
| MICROSOFT CORP |
14,973 | -856 | $5,630 |
| MSFT | 14,973 | -856 | $5,630 |
| UNITEDHEALTH GROUP INC |
8,218 | -181 | $4,327 |
| UNH | 8,218 | -181 | $4,327 |
| COMCAST CORP NEW |
80,739 | -2,115 | $3,540 |
| CMCSA | 80,739 | -2,115 | $3,540 |
| BROADCOM INC |
2,864 | -113 | $3,196 |
| AVGO | 2,864 | -113 | $3,196 |
| LINDE PLC |
7,722 | -213 | $3,172 |
| LIN | 7,722 | -213 | $3,172 |
| EXXON MOBIL CORP |
28,676 | -3,466 | $2,867 |
| XOM | 28,676 | -3,466 | $2,867 |
| HOME DEPOT INC |
8,141 | -204 | $2,821 |
| HD | 8,141 | -204 | $2,821 |
| MONDELEZ INTL INC |
38,897 | -998 | $2,817 |
| MDLZ | 38,897 | -998 | $2,817 |
| PROCTER AND GAMBLE CO |
18,876 | -488 | $2,766 |
| PG | 18,876 | -488 | $2,766 |
| WASTE MGMT INC DEL |
14,796 | -359 | $2,650 |
| WM | 14,796 | -359 | $2,650 |
| ECOLAB INC |
12,581 | -340 | $2,495 |
| ECL | 12,581 | -340 | $2,495 |
| ABBVIE INC |
15,912 | -649 | $2,466 |
| ABBV | 15,912 | -649 | $2,466 |
| JOHNSON & JOHNSON |
15,619 | -706 | $2,448 |
| JNJ | 15,619 | -706 | $2,448 |
| PHILLIPS 66 |
18,016 | -564 | $2,399 |
| PSX | 18,016 | -564 | $2,399 |
| MCDONALDS CORP |
7,773 | -390 | $2,305 |
| MCD | 7,773 | -390 | $2,305 |
| UNITED PARCEL SERVICE INC |
14,419 | -414 | $2,267 |
| UPS | 14,419 | -414 | $2,267 |
| SHERWIN WILLIAMS CO |
7,166 | -210 | $2,235 |
| SHW | 7,166 | -210 | $2,235 |
| AIR PRODS & CHEMS INC |
8,033 | -834 | $2,199 |
| APD | 8,033 | -834 | $2,199 |
| NEXTERA ENERGY INC |
35,300 | -1,107 | $2,144 |
| NEE | 35,300 | -1,107 | $2,144 |
| TEXAS INSTRS INC |
12,561 | -165 | $2,141 |
| TXN | 12,561 | -165 | $2,141 |
| AFLAC INC |
25,727 | -792 | $2,122 |
| AFL | 25,727 | -792 | $2,122 |
| NOVARTIS AG |
20,671 | -560 | $2,087 |
| NVS | 20,671 | -560 | $2,087 |
| BLACKROCK INC |
2,489 | -157 | $2,021 |
| BLK | 2,489 | -157 | $2,021 |
| BLACKSTONE INC |
15,287 | -139 | $2,001 |
| BX | 15,287 | -139 | $2,001 |
| WEC ENERGY GROUP INC |
23,557 | -614 | $1,983 |
| WEC | 23,557 | -614 | $1,983 |
| SEMPRA |
25,371 | -526 | $1,896 |
| SRE | 25,371 | -526 | $1,896 |
| AUTOMATIC DATA PROCESSING IN |
8,055 | -420 | $1,877 |
| ADP | 8,055 | -420 | $1,877 |
| ILLINOIS TOOL WKS INC |
7,069 | -132 | $1,852 |
| ITW | 7,069 | -132 | $1,852 |
| CISCO SYS INC |
36,519 | -1,023 | $1,845 |
| CSCO | 36,519 | -1,023 | $1,845 |
| GENERAL DYNAMICS CORP |
7,068 | -235 | $1,835 |
| GD | 7,068 | -235 | $1,835 |
| COSTCO WHSL CORP NEW |
2,693 | -91 | $1,778 |
| COST | 2,693 | -91 | $1,778 |
| VERIZON COMMUNICATIONS INC |
46,975 | -2,550 | $1,771 |
| VZ | 46,975 | -2,550 | $1,771 |
| EMERSON ELEC CO |
18,130 | -829 | $1,765 |
| EMR | 18,130 | -829 | $1,765 |
| US BANCORP DEL |
40,158 | -1,139 | $1,738 |
| USB | 40,158 | -1,139 | $1,738 |
| VALERO ENERGY CORP |
12,883 | -152 | $1,675 |
| VLO | 12,883 | -152 | $1,675 |
| UBS GROUP AG |
54,110 | -651 | $1,672 |
| UBS | 54,110 | -651 | $1,672 |
| CHEVRON CORP NEW |
11,199 | -923 | $1,670 |
| CVX | 11,199 | -923 | $1,670 |
| INTERNATIONAL PAPER CO |
46,007 | -946 | $1,663 |
| IP | 46,007 | -946 | $1,663 |
| 3M CO |
15,172 | -1,768 | $1,659 |
| MMM | 15,172 | -1,768 | $1,659 |
| DISNEY WALT CO |
18,251 | -643 | $1,648 |
| DIS | 18,251 | -643 | $1,648 |
| PEPSICO INC |
9,403 | -259 | $1,597 |
| PEP | 9,403 | -259 | $1,597 |
| GOLDMAN SACHS GROUP INC |
4,030 | -33 | $1,555 |
| GS | 4,030 | -33 | $1,555 |
| CHUBB LIMITED |
6,730 | -208 | $1,521 |
| CB | 6,730 | -208 | $1,521 |
| FAIR ISAAC CORP |
1,222 | -40 | $1,422 |
| FICO | 1,222 | -40 | $1,422 |
| AMGEN INC |
4,834 | -181 | $1,392 |
| AMGN | 4,834 | -181 | $1,392 |
| PPG INDS INC |
8,885 | -181 | $1,329 |
| PPG | 8,885 | -181 | $1,329 |
| SYSCO CORP |
17,996 | -753 | $1,316 |
| SYY | 17,996 | -753 | $1,316 |
| MERCK & CO INC |
11,841 | -478 | $1,291 |
| MRK | 11,841 | -478 | $1,291 |
| RTX CORPORATION |
15,310 | -212 | $1,288 |
| RTX | 15,310 | -212 | $1,288 |
See Full List: All Stocks Held By Mitchell & Pahl Private Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Mitchell & Pahl Private Wealth LLC
|
Size ($ in 1000's)
At 12/31/2023: $176,142 At 09/30/2023: $168,493 Mitchell & Pahl Private Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mitchell & Pahl Private Wealth LLC 13F filings. Link to 13F filings: SEC filings |
