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 |