MITCHELL & PAHL PRIVATE WEALTH, LLC holdings history

Add to watchlist

205 is the total number of securities MITCHELL & PAHL PRIVATE WEALTH, LLC has owned. The longest MITCHELL & PAHL PRIVATE WEALTH, LLC has owned a single stock is 12 quarters.

MITCHELL & PAHL PRIVATE WEALTH, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC12122.87%3.47%3.88%Q4 2020Q3 202312
MSFT MICROSOFT CORP12122.52%3.05%3.51%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC12122.27%2.56%3.08%Q4 2020Q3 202312
CMCSA COMCAST CORP NEW12121.69%2.38%3.22%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO12121.68%1.81%2.03%Q4 2020Q3 202312
NEE NEXTERA ENERGY INC12121.24%1.76%2.02%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12121.51%1.72%1.91%Q4 2020Q3 202312
UPS UNITED PARCEL SERVICE INC12121.37%1.72%1.98%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.85%1.70%2.29%Q4 2020Q3 202312
MDLZ MONDELEZ INTL INC12121.50%1.62%1.72%Q4 2020Q3 202312
WM WASTE MGMT INC DEL12121.23%1.43%1.69%Q4 2020Q3 202312
HD HOME DEPOT INC12121.04%1.42%1.59%Q4 2020Q3 202312
ABBV ABBVIE INC12121.08%1.36%1.62%Q4 2020Q3 202312
ECL ECOLAB INC12121.12%1.36%1.71%Q4 2020Q3 202312
DIS DISNEY WALT CO12120.91%1.35%2.05%Q4 2020Q3 202312
AVGO BROADCOM INC12121.09%1.34%1.62%Q4 2020Q3 202312
TXN TEXAS INSTRS INC12121.20%1.33%1.46%Q4 2020Q3 202312
WEC WEC ENERGY GROUP INC12121.16%1.26%1.43%Q4 2020Q3 202312
BX BLACKSTONE INC12120.84%1.22%1.74%Q4 2020Q3 202312
MCD MCDONALDS CORP12121.06%1.20%1.41%Q4 2020Q3 202312
RTX RTX CORPORATION12120.66%1.14%1.33%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.95%1.11%1.38%Q4 2020Q3 202312
PPG PPG INDS INC12120.70%1.10%1.58%Q4 2020Q3 202312
NVS NOVARTIS AG12120.92%1.08%1.28%Q4 2020Q3 202312
MMM 3M CO12120.94%1.08%1.35%Q4 2020Q3 202312
SRE SEMPRA ENERGY12120.81%1.02%1.27%Q4 2020Q3 202312
CSCO CISCO SYS INC12120.87%1.01%1.20%Q4 2020Q3 202312
BLK BLACKROCK INC12120.87%1.00%1.11%Q4 2020Q3 202312
BAC BK OF AMERICA CORP12120.54%1.00%1.38%Q4 2020Q3 202312
IP INTERNATIONAL PAPER CO12120.83%1.00%1.24%Q4 2020Q3 202312
APD AIR PRODS & CHEMS INC12120.64%0.95%1.55%Q4 2020Q3 202312
ADP AUTOMATIC DATA PROCESS...12120.77%0.94%1.21%Q4 2020Q3 202312
CVX CHEVRON CORP NEW12120.51%0.92%1.29%Q4 2020Q3 202312
MRK MERCK & CO. INC12120.75%0.91%1.20%Q4 2020Q3 202312
EMR EMERSON ELEC CO12120.77%0.89%1.09%Q4 2020Q3 202312
PSX PHILLIPS 6612120.60%0.89%1.32%Q4 2020Q3 202312
USB US BANCORP DEL12120.75%0.86%1.00%Q4 2020Q3 202312
PEP PEPSICO INC12120.66%0.83%0.99%Q4 2020Q3 202312
AFL AFLAC INC12120.55%0.82%1.21%Q4 2020Q3 202312
V VISA INC12120.60%0.82%1.16%Q4 2020Q3 202312
GD GENERAL DYNAMICS CORP12120.56%0.81%1.02%Q4 2020Q3 202312
KO COCA COLA CO12120.54%0.79%1.05%Q4 2020Q3 202312
PFE PFIZER INC12120.41%0.78%1.10%Q4 2020Q3 202312
VLO VALERO ENERGY CORP12120.33%0.71%1.10%Q4 2020Q3 202312
UNP UNION PAC CORP12120.45%0.71%0.96%Q4 2020Q3 202312
SYY SYSCO CORP12120.58%0.69%0.82%Q4 2020Q3 202312
ZTS ZOETIS INC12120.46%0.68%0.95%Q4 2020Q3 202312
AMT AMERICAN TOWER CORP NEW12120.31%0.67%0.92%Q4 2020Q3 202312
MA MASTERCARD INCORPORATED12120.48%0.63%0.91%Q4 2020Q3 202312
CB CHUBB LIMITED12120.40%0.63%0.86%Q4 2020Q3 202312
COST COSTCO WHSL CORP NEW12120.33%0.62%0.93%Q4 2020Q3 202312
T AT&T INC12120.40%0.61%0.76%Q4 2020Q3 202312
UBS UBS GROUP AG12120.51%0.61%0.80%Q4 2020Q3 202312
MET METLIFE INC12120.40%0.60%0.75%Q4 2020Q3 202312
ITW ILLINOIS TOOL WKS INC12120.25%0.60%1.02%Q4 2020Q3 202312
TGT TARGET CORP12120.45%0.58%0.72%Q4 2020Q3 202312
SHW SHERWIN WILLIAMS CO12120.28%0.57%1.12%Q4 2020Q3 202312
WMB WILLIAMS COS INC12120.44%0.55%0.67%Q4 2020Q3 202312
TEL TE CONNECTIVITY LTD12120.39%0.54%0.72%Q4 2020Q3 202312
SBUX STARBUCKS CORP12120.36%0.52%0.73%Q4 2020Q3 202312
BCE BCE INC12120.45%0.52%0.61%Q4 2020Q3 202312
TRV TRAVELERS COMPANIES INC12120.37%0.50%0.60%Q4 2020Q3 202312
AMGN AMGEN INC12120.29%0.50%0.80%Q4 2020Q3 202312
DEO DIAGEO PLC12120.45%0.50%0.55%Q4 2020Q3 202312
PII POLARIS INC12120.37%0.49%0.54%Q4 2020Q3 202312
VRTX VERTEX PHARMACEUTICALS...12120.40%0.48%0.62%Q4 2020Q3 202312
ADSK AUTODESK INC12120.30%0.47%0.84%Q4 2020Q3 202312
DLB DOLBY LABORATORIES INC12120.22%0.47%0.67%Q4 2020Q3 202312
PNC PNC FINL SVCS GROUP INC12120.22%0.47%0.65%Q4 2020Q3 202312
BTI BRITISH AMERN TOB PLC12120.40%0.47%0.57%Q4 2020Q3 202312
ENB ENBRIDGE INC12120.26%0.46%0.60%Q4 2020Q3 202312
UL UNILEVER PLC12120.38%0.46%0.51%Q4 2020Q3 202312
AWK AMERICAN WTR WKS CO IN...12120.24%0.46%0.60%Q4 2020Q3 202312
WRB BERKLEY W R CORP12120.30%0.46%0.63%Q4 2020Q3 202312
XEL XCEL ENERGY INC12120.22%0.45%0.60%Q4 2020Q3 202312
LHX L3HARRIS TECHNOLOGIES INC12120.28%0.44%0.56%Q4 2020Q3 202312
FCX FREEPORT-MCMORAN INC12120.30%0.43%0.59%Q4 2020Q3 202312
CCI CROWN CASTLE INTL CORP...12120.25%0.43%0.54%Q4 2020Q3 202312
POOL POOL CORP12120.29%0.42%0.52%Q4 2020Q3 202312
AIG AMERICAN INTL GROUP INC12120.31%0.42%0.52%Q4 2020Q3 202312
JCI JOHNSON CTLS INTL PLC12120.26%0.42%0.56%Q4 2020Q3 202312
NUE NUCOR CORP12120.25%0.40%0.50%Q4 2020Q3 202312
AZN ASTRAZENECA PLC12120.26%0.39%0.51%Q4 2020Q3 202312
NVO NOVO-NORDISK A S12120.18%0.38%0.66%Q4 2020Q3 202312
NDSN NORDSON CORP12120.21%0.38%0.53%Q4 2020Q3 202312
TM TOYOTA MOTOR CORP12120.28%0.38%0.55%Q4 2020Q3 202312
ASML ASML HOLDING N V12120.25%0.36%0.47%Q4 2020Q3 202312
LII LENNOX INTL INC12120.23%0.35%0.59%Q4 2020Q3 202312
BDX BECTON DICKINSON & CO12120.24%0.34%0.46%Q4 2020Q3 202312
TSM TAIWAN SEMICONDUCTOR M...12120.30%0.33%0.41%Q4 2020Q3 202312
TER TERADYNE INC12120.22%0.32%0.41%Q4 2020Q3 202312
EIX EDISON INTL12120.16%0.32%0.48%Q4 2020Q3 202312
BANF BANCFIRST CORP12120.24%0.30%0.38%Q4 2020Q3 202312
KMI KINDER MORGAN INC DEL12120.16%0.28%0.39%Q4 2020Q3 202312
SMG SCOTTS MIRACLE-GRO CO12120.16%0.26%0.38%Q4 2020Q3 202312
TTE TOTAL SE12120.21%0.26%0.30%Q4 2020Q3 202312
SITE SITEONE LANDSCAPE SUPP...12120.17%0.26%0.39%Q4 2020Q3 202312
PEG PUBLIC SVC ENTERPRISE ...12120.16%0.25%0.33%Q4 2020Q3 202312
SNY SANOFI12120.16%0.25%0.36%Q4 2020Q3 202312
CARR CARRIER GLOBAL CORPORA...12120.17%0.24%0.34%Q4 2020Q3 202312
OKE ONEOK INC NEW12120.19%0.23%0.29%Q4 2020Q3 202312
ASX ASE TECHNOLOGY HLDG CO...12120.15%0.22%0.33%Q4 2020Q3 202312
VYM VANGUARD WHITEHALL FDS12120.20%0.22%0.23%Q4 2020Q3 202312
PHG KONINKLIJKE PHILIPS N V12120.14%0.21%0.34%Q4 2020Q3 202312
AMZN AMAZON COM INC12120.15%0.20%0.26%Q4 2020Q3 202312
MMC MARSH & MCLENNAN COS INC12120.18%0.20%0.22%Q4 2020Q3 202312
TEF TELEFONICA S A12120.07%0.17%0.29%Q4 2020Q3 202312
IHG INTERCONTINENTAL HOTEL...11110.16%0.29%0.49%Q1 2021Q3 202311
MTDR MATADOR RES CO11110.16%0.25%0.33%Q1 2021Q3 202311
JBHT HUNT J B TRANS SVCS INC11110.12%0.15%0.18%Q1 2021Q3 202311
VFC V F CORP10100.41%0.67%0.95%Q4 2020Q1 202310
ABB ABB LTD10100.55%0.62%0.67%Q4 2020Q1 202310
STX SEAGATE TECHNOLOGY HLD...10100.35%0.56%0.85%Q2 2021Q3 202310
DOCU DOCUSIGN INC640.24%0.47%0.68%Q4 2020Q3 202310
CPRT COPART INC10100.18%0.32%0.51%Q2 2021Q3 202310
JKHY HENRY JACK & ASSOC INC10100.18%0.31%0.42%Q2 2021Q3 202310
NTR NUTRIEN LTD10100.18%0.29%0.39%Q2 2021Q3 202310
BP BP PLC10100.16%0.29%0.44%Q2 2021Q3 202310
CRL CHARLES RIV LABS INTL INC10100.21%0.28%0.34%Q2 2021Q3 202310
MFC MANULIFE FINL CORP10100.12%0.24%0.35%Q4 2020Q1 202310
SAP SAP SE10100.15%0.23%0.37%Q2 2021Q3 202310
LIN LINDE PLC991.50%1.56%1.65%Q4 2020Q4 20229
VMC VULCAN MATLS CO990.56%0.73%0.85%Q4 2020Q4 20229
BUD ANHEUSER BUSCH INBEV S...990.40%0.55%0.76%Q4 2020Q4 20229
RIO RIO TINTO PLC990.27%0.36%0.42%Q3 2021Q3 20239
HSBC HSBC HLDGS PLC810.15%0.31%0.49%Q2 2021Q3 20239
COO COOPER COS INC990.15%0.27%0.37%Q3 2021Q3 20239
FTS FORTIS INC990.16%0.24%0.30%Q3 2021Q3 20239
SONY SONY GROUP CORPORATION990.16%0.22%0.30%Q3 2021Q3 20239
FICO FAIR ISAAC CORP880.21%0.42%0.65%Q4 2021Q3 20238
SU SUNCOR ENERGY INC NEW880.14%0.30%0.42%Q4 2021Q3 20238
IBKR INTERACTIVE BROKERS GR...880.18%0.27%0.38%Q4 2021Q3 20238
TDY TELEDYNE TECHNOLOGIES INC880.16%0.26%0.34%Q4 2021Q3 20238
CTXS CITRIX SYS INC880.18%0.26%0.39%Q4 2020Q3 20228
GLD SPDR GOLD TR880.24%0.26%0.32%Q4 2020Q3 20228
RELX RELX PLC880.15%0.25%0.36%Q4 2021Q3 20238
TT TRANE TECHNOLOGIES PLC880.13%0.24%0.38%Q4 2021Q3 20238
NGG NATIONAL GRID PLC880.13%0.24%0.32%Q4 2021Q3 20238
EFX EQUIFAX INC880.16%0.23%0.31%Q4 2021Q3 20238
BXP BOSTON PROPERTIES INC880.15%0.22%0.25%Q4 2020Q3 20228
LYG LLOYDS BANKING GROUP PLC880.02%0.04%0.04%Q4 2020Q3 20228
APOLLO GLOBAL MGMT INC770.50%0.58%0.68%Q1 2022Q3 20237
BIIB BIOGEN INC770.20%0.36%0.51%Q4 2020Q2 20227
GSK GSK PLC770.22%0.25%0.29%Q4 2020Q2 20227
WOLFSPEED INC770.14%0.24%0.34%Q4 2021Q2 20237
CHE CHEMED CORP NEW770.14%0.22%0.29%Q1 2022Q3 20237
EXPO EXPONENT INC770.15%0.20%0.24%Q1 2022Q3 20237
IONS IONIS PHARMACEUTICALS INC410.12%0.19%0.33%Q4 2020Q3 20237
ELAN ELANCO ANIMAL HEALTH INC770.12%0.15%0.22%Q1 2022Q3 20237
TWTR TWITTER INC660.50%0.89%1.13%Q4 2020Q1 20226
FDS FACTSET RESH SYS INC660.33%0.38%0.44%Q2 2022Q3 20236
VIAC PARAMOUNT GLOBAL660.26%0.32%0.42%Q2 2022Q3 20236
CDW CDW CORP660.21%0.29%0.36%Q4 2020Q1 20226
OTIS OTIS WORLDWIDE CORP660.22%0.28%0.30%Q4 2020Q1 20226
MSCI MSCI INC660.20%0.27%0.33%Q4 2020Q1 20226
INTC INTEL CORP660.18%0.26%0.35%Q4 2020Q1 20226
PENN PENN NATL GAMING INC660.13%0.24%0.39%Q4 2020Q1 20226
MTN VAIL RESORTS INC660.19%0.23%0.27%Q2 2022Q3 20236
ASPEN TECHNOLOGY INC660.17%0.23%0.28%Q2 2022Q3 20236
MDT MEDTRONIC PLC660.15%0.22%0.27%Q4 2020Q1 20226
ARMK ARAMARK310.14%0.16%0.19%Q4 2020Q4 20226
QRTEA QURATE RETAIL INC660.04%0.10%0.14%Q4 2020Q1 20226
APO APOLLO GLOBAL MGMT INC550.58%0.68%0.72%Q4 2020Q4 20215
NUAN NUANCE COMMUNICATIONS INC550.40%0.46%0.50%Q4 2020Q4 20215
WDC WESTERN DIGITAL CORP.550.17%0.22%0.26%Q4 2020Q4 20215
FB META PLATFORMS INC550.17%0.18%0.20%Q4 2020Q4 20215
THO THOR INDS INC550.16%0.18%0.19%Q1 2021Q1 20225
PNR PENTAIR PLC550.15%0.18%0.20%Q4 2020Q4 20215
NVDA NVIDIA CORPORATION320.16%0.17%0.18%Q4 2021Q3 20235
DVN DEVON ENERGY CORP NEW550.16%0.17%0.18%Q3 2022Q3 20235
IT GARTNER INC310.12%0.15%0.17%Q3 2021Q2 20235
CREE CREE INC440.31%0.41%0.49%Q4 2020Q3 20214
DISCA DISCOVERY INC440.15%0.21%0.28%Q4 2020Q3 20214
TMX TERMINIX GLOBAL HOLDIN...440.17%0.20%0.25%Q4 2020Q3 20214
TFX TELEFLEX INCORPORATED440.15%0.17%0.19%Q4 2020Q3 20214
GH GUARDANT HEALTH INC440.15%0.17%0.20%Q4 2020Q3 20214
CSL CARLISLE COS INC440.16%0.16%0.17%Q4 2021Q3 20224
ARCHER AVIATION INC210.01%0.04%0.06%Q1 2022Q3 20234
LINDE PLC331.73%1.76%1.80%Q1 2023Q3 20233
GS GOLDMAN SACHS GROUP INC330.71%0.74%0.78%Q1 2023Q3 20233
ATR APTARGROUP INC330.16%0.18%0.18%Q4 2020Q2 20213
PROFRAC HLDG CORP330.16%0.17%0.18%Q1 2023Q3 20233
LEN LENNAR CORP210.12%0.16%0.21%Q2 2022Q2 20233
TRU TRANSUNION330.15%0.15%0.16%Q2 2021Q4 20213
VIV TELEFONICA BRASIL SA330.06%0.07%0.08%Q4 2020Q2 20213
STX SEAGATE TECHNOLOGY PLC220.71%0.76%0.81%Q4 2020Q1 20212
NKE NIKE INC220.43%0.45%0.46%Q2 2023Q3 20232
AZPN ASPEN TECHNOLOGY INC220.18%0.20%0.23%Q4 2021Q1 20222
WEX WEX INC220.16%0.17%0.17%Q4 2020Q1 20212
LVS LAS VEGAS SANDS CORP220.16%0.16%0.17%Q4 2020Q1 20212
TECH BIO-TECHNE CORP220.14%0.14%0.15%Q3 2021Q4 20212
BHP BHP GROUP LTD220.14%0.14%0.14%Q2 2023Q3 20232
RTOKY RENTOKIL INITIAL PLC220.13%0.13%0.13%Q1 2023Q2 20232
WBK WESTPAC BANKING CORP220.12%0.13%0.14%Q3 2021Q4 20212
ARCHER AVIATION INC220.02%0.02%0.02%Q1 2022Q2 20222
TSLA TESLA INC110.59%0.59%0.59%Q4 2020Q4 20201
QQQ INVESCO QQQ TR110.26%0.26%0.26%Q4 2020Q4 20201
ULTA ULTA BEAUTY INC110.24%0.24%0.24%Q1 2021Q1 20211
BFAM BRIGHT HORIZONS FAM SO...110.16%0.16%0.16%Q1 2022Q1 20221
BSY BENTLEY SYS INC110.14%0.14%0.14%Q1 2022Q1 20221
SLB SCHLUMBERGER LTD110.13%0.13%0.13%Q3 2023Q3 20231
MANH MANHATTAN ASSOCIATES INC110.12%0.12%0.12%Q2 2023Q2 20231
TGT TARGET CORP110.03%0.03%0.03%Q4 2021Q4 20211
SHW SHERWIN WILLIAMS CO110.02%0.02%0.02%Q1 2022Q1 20221
APD AIR PRODS & CHEMS INC110.02%0.02%0.02%Q1 2022Q1 20221
 Download

The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and UNITEDHEALTH GROUP INC, are the highest-conviction holdings of MITCHELL & PAHL PRIVATE WEALTH, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by MITCHELL & PAHL PRIVATE WEALTH, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that MITCHELL & PAHL PRIVATE WEALTH, LLC owns currently or has owned in the past.