$129 Million is the total value of MITCHELL & PAHL PRIVATE WEALTH, LLC's 150 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QQQ | Exit | INVESCO QQQ TRput | $0 | – | -1,000 | -100.0% | -0.26% | – |
| TSLA | Exit | TESLA INCput | $0 | – | -1,000 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 12 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 12 | Q3 2023 | 3.5% |
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 3.1% |
| COMCAST CORP NEW | 12 | Q3 2023 | 3.2% |
| PROCTER AND GAMBLE CO | 12 | Q3 2023 | 2.0% |
| NEXTERA ENERGY INC | 12 | Q3 2023 | 2.0% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 1.9% |
| UNITED PARCEL SERVICE INC | 12 | Q3 2023 | 2.0% |
| EXXON MOBIL CORP | 12 | Q3 2023 | 2.3% |
| MONDELEZ INTL INC | 12 | Q3 2023 | 1.7% |
View MITCHELL & PAHL PRIVATE WEALTH, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-19 |
View MITCHELL & PAHL PRIVATE WEALTH, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.