$156 Million is the total value of MITCHELL & PAHL PRIVATE WEALTH, LLC's 166 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 13.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
AAPL | Sell | APPLE INC | $6,064,000 | +25.2% | 34,151 | -0.2% | 3.88% | +11.3% |
MSFT | Sell | MICROSOFT CORP | $5,483,000 | +18.3% | 16,304 | -0.8% | 3.51% | +5.2% |
UNH | Buy | UNITEDHEALTH GROUP INC | $4,076,000 | +29.4% | 8,117 | +0.7% | 2.61% | +15.1% |
CMCSA | Buy | COMCAST CORP NEWcl a | $3,756,000 | -9.5% | 74,633 | +0.6% | 2.41% | -19.5% |
NEE | Buy | NEXTERA ENERGY INC | $3,001,000 | +19.9% | 32,145 | +0.9% | 1.92% | +6.7% |
PG | Buy | PROCTER AND GAMBLE CO | $2,943,000 | +17.8% | 17,990 | +0.7% | 1.89% | +4.8% |
UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,889,000 | +18.7% | 13,479 | +0.8% | 1.85% | +5.6% |
BX | Sell | BLACKSTONE INC | $2,570,000 | +6.3% | 19,860 | -4.4% | 1.65% | -5.4% |
LIN | Buy | LINDE PLC | $2,551,000 | +19.4% | 7,362 | +1.1% | 1.64% | +6.2% |
JNJ | Buy | JOHNSON & JOHNSON | $2,548,000 | +7.0% | 14,895 | +1.0% | 1.63% | -4.8% |
AVGO | Sell | BROADCOM INC | $2,423,000 | +35.3% | 3,641 | -1.4% | 1.55% | +20.4% |
MDLZ | Buy | MONDELEZ INTL INCcl a | $2,421,000 | +15.3% | 36,505 | +1.2% | 1.55% | +2.6% |
HD | Sell | HOME DEPOT INC | $2,382,000 | +24.2% | 5,741 | -1.7% | 1.53% | +10.4% |
ECL | Buy | ECOLAB INC | $2,314,000 | +13.5% | 9,866 | +1.0% | 1.48% | +1.0% |
WM | Buy | WASTE MGMT INC DEL | $2,242,000 | +13.0% | 13,435 | +1.2% | 1.44% | +0.6% |
DIS | Buy | DISNEY WALT CO | $2,205,000 | -6.3% | 14,236 | +2.3% | 1.41% | -16.7% |
PPG | Sell | PPG INDS INC | $2,136,000 | +18.7% | 12,387 | -1.6% | 1.37% | +5.6% |
BAC | Sell | BK OF AMERICA CORP | $1,986,000 | +3.4% | 44,629 | -1.4% | 1.27% | -8.0% |
TXN | Buy | TEXAS INSTRS INC | $1,973,000 | -0.2% | 10,469 | +1.8% | 1.26% | -11.2% |
ABBV | Buy | ABBVIE INC | $1,955,000 | +29.8% | 14,440 | +3.4% | 1.25% | +15.5% |
XOM | Buy | EXXON MOBIL CORP | $1,889,000 | +5.5% | 30,869 | +1.4% | 1.21% | -6.2% |
WEC | Buy | WEC ENERGY GROUP INC | $1,830,000 | +12.7% | 18,848 | +2.4% | 1.17% | +0.3% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $1,808,000 | -1.7% | 21,010 | -1.8% | 1.16% | -12.7% |
MCD | Buy | MCDONALDS CORP | $1,789,000 | +13.7% | 6,672 | +2.3% | 1.15% | +1.1% |
PFE | Buy | PFIZER INC | $1,710,000 | +40.9% | 28,960 | +2.6% | 1.10% | +25.3% |
MMM | Buy | 3M CO | $1,706,000 | +4.7% | 9,605 | +3.3% | 1.09% | -6.9% |
BLK | Buy | BLACKROCK INC | $1,683,000 | +12.1% | 1,838 | +2.7% | 1.08% | -0.3% |
CSCO | Buy | CISCO SYS INC | $1,651,000 | +20.0% | 26,059 | +3.1% | 1.06% | +6.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,586,000 | -1.0% | 30,521 | +2.9% | 1.02% | -12.0% |
ZTS | Sell | ZOETIS INCcl a | $1,476,000 | +22.0% | 6,047 | -3.0% | 0.95% | +8.5% |
NVS | Buy | NOVARTIS AGsponsored adr | $1,444,000 | +10.6% | 16,507 | +3.4% | 0.92% | -1.7% |
USB | Buy | US BANCORP DEL | $1,424,000 | +2.6% | 25,348 | +8.5% | 0.91% | -8.8% |
IP | Buy | INTERNATIONAL PAPER CO | $1,393,000 | -13.5% | 29,643 | +2.9% | 0.89% | -23.1% |
ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,386,000 | +25.5% | 5,622 | +1.8% | 0.89% | +11.7% |
AMT | Sell | AMERICAN TOWER CORP NEW | $1,356,000 | +8.9% | 4,635 | -1.2% | 0.87% | -3.1% |
STX | Sell | SEAGATE TECHNOLOGY HLDNGS PL | $1,333,000 | +21.5% | 11,800 | -11.2% | 0.85% | +8.1% |
UNP | Sell | UNION PAC CORP | $1,317,000 | +27.1% | 5,226 | -1.1% | 0.84% | +13.1% |
VMC | Sell | VULCAN MATLS CO | $1,310,000 | +21.2% | 6,309 | -1.3% | 0.84% | +7.7% |
V | Sell | VISA INC | $1,307,000 | -3.7% | 6,029 | -1.0% | 0.84% | -14.4% |
KO | Sell | COCA COLA CO | $1,279,000 | +11.6% | 21,608 | -1.1% | 0.82% | -0.7% |
SRE | Buy | SEMPRA | $1,261,000 | +7.0% | 9,531 | +2.3% | 0.81% | -4.8% |
MRK | Sell | MERCK & CO INC | $1,253,000 | +0.9% | 16,350 | -1.1% | 0.80% | -10.3% |
EMR | Buy | EMERSON ELEC CO | $1,208,000 | +2.0% | 12,996 | +3.4% | 0.77% | -9.3% |
PEP | Buy | PEPSICO INC | $1,142,000 | +19.7% | 6,575 | +3.6% | 0.73% | +6.6% |
APO | Sell | APOLLO GLOBAL MGMT INC | $1,127,000 | +14.4% | 15,566 | -2.7% | 0.72% | +1.7% |
APD | Buy | AIR PRODS & CHEMS INC | $1,107,000 | +23.8% | 3,638 | +4.2% | 0.71% | +10.1% |
VFC | Sell | V F CORP | $1,089,000 | +7.1% | 14,867 | -2.1% | 0.70% | -4.8% |
CVX | Buy | CHEVRON CORP NEW | $1,076,000 | +23.7% | 9,171 | +7.0% | 0.69% | +9.9% |
GD | Buy | GENERAL DYNAMICS CORP | $1,061,000 | +11.2% | 5,090 | +4.6% | 0.68% | -1.0% |
ABB | Buy | ABB LTDsponsored adr | $1,048,000 | +16.7% | 27,452 | +2.0% | 0.67% | +3.9% |
MA | Sell | MASTERCARD INCORPORATEDcl a | $1,040,000 | +2.1% | 2,894 | -1.3% | 0.67% | -9.3% |
TEL | Sell | TE CONNECTIVITY LTD | $1,001,000 | +5.9% | 6,205 | -9.9% | 0.64% | -5.9% |
AFL | Buy | AFLAC INC | $1,000,000 | +18.6% | 17,128 | +6.0% | 0.64% | +5.6% |
MET | Sell | METLIFE INC | $990,000 | +0.6% | 15,844 | -0.6% | 0.63% | -10.6% |
PSX | Buy | PHILLIPS 66 | $932,000 | +4.5% | 12,861 | +1.0% | 0.60% | -7.2% |
PNC | Sell | PNC FINL SVCS GROUP INC | $918,000 | +1.7% | 4,579 | -0.8% | 0.59% | -9.7% |
SYY | Buy | SYSCO CORP | $912,000 | +6.3% | 11,616 | +6.3% | 0.58% | -5.5% |
COST | Buy | COSTCO WHSL CORP NEW | $908,000 | +34.1% | 1,599 | +6.2% | 0.58% | +19.3% |
TWTR | Sell | TWITTER INC | $886,000 | -34.5% | 20,510 | -8.4% | 0.57% | -41.7% |
TGT | Buy | TARGET CORP | $872,000 | +7.1% | 3,769 | +5.9% | 0.56% | -4.6% |
JCI | Sell | JOHNSON CTLS INTL PLC | $873,000 | +15.0% | 10,738 | -3.7% | 0.56% | +2.2% |
UBS | Buy | UBS GROUP AG | $863,000 | +14.8% | 48,310 | +2.4% | 0.55% | +2.0% |
BCE | Buy | BCE INC | $846,000 | +6.7% | 16,253 | +2.6% | 0.54% | -5.1% |
DEO | Buy | DIAGEO PLCspon adr new | $830,000 | +17.2% | 3,769 | +2.7% | 0.53% | +4.3% |
WMB | Sell | WILLIAMS COS INC | $827,000 | -0.2% | 31,754 | -0.6% | 0.53% | -11.2% |
CB | Buy | CHUBB LIMITED | $804,000 | +18.8% | 4,161 | +6.6% | 0.52% | +5.5% |
ADSK | Sell | AUTODESK INC | $795,000 | -13.3% | 2,827 | -12.1% | 0.51% | -23.0% |
ENB | Sell | ENBRIDGE INC | $793,000 | -5.5% | 20,285 | -3.8% | 0.51% | -15.9% |
POOL | Buy | POOL CORP | $770,000 | +48.1% | 1,360 | +13.5% | 0.49% | +31.5% |
TRV | Sell | TRAVELERS COMPANIES INC | $763,000 | +1.9% | 4,880 | -1.0% | 0.49% | -9.4% |
FCX | Sell | FREEPORT-MCMORAN INCcl b | $743,000 | +6.0% | 17,811 | -17.3% | 0.48% | -5.7% |
AIG | Sell | AMERICAN INTL GROUP INC | $740,000 | +2.9% | 13,007 | -0.7% | 0.47% | -8.5% |
VLO | Buy | VALERO ENERGY CORP | $720,000 | +13.4% | 9,584 | +6.4% | 0.46% | +0.9% |
SHW | Buy | SHERWIN WILLIAMS CO | $697,000 | +35.9% | 1,979 | +8.0% | 0.45% | +20.8% |
LHX | Sell | L3HARRIS TECHNOLOGIES INC | $680,000 | -10.6% | 3,190 | -7.7% | 0.44% | -20.4% |
SBUX | Buy | STARBUCKS CORP | $654,000 | +18.1% | 5,590 | +11.3% | 0.42% | +5.0% |
PII | Buy | POLARIS INC | $652,000 | -1.8% | 5,933 | +6.9% | 0.42% | -12.6% |
NUE | Sell | NUCOR CORP | $628,000 | +6.3% | 5,502 | -8.3% | 0.40% | -5.6% |
BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $623,000 | +9.5% | 16,654 | +3.3% | 0.40% | -2.7% |
BUD | Sell | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $622,000 | +1.0% | 10,280 | -6.0% | 0.40% | -10.1% |
T | Sell | AT&T INC | $621,000 | -17.9% | 25,241 | -9.8% | 0.40% | -27.0% |
CCI | Buy | CROWN CASTLE INTL CORP NEW | $620,000 | +34.8% | 2,970 | +12.0% | 0.40% | +19.9% |
UL | Buy | UNILEVER PLCspon adr new | $620,000 | +4.0% | 11,522 | +4.8% | 0.40% | -7.5% |
NUAN | Sell | NUANCE COMMUNICATIONS INC | $616,000 | -12.1% | 11,127 | -12.6% | 0.40% | -21.8% |
AWK | Buy | AMERICAN WTR WKS CO INC NEW | $616,000 | +21.0% | 3,263 | +8.4% | 0.40% | +7.6% |
VRTX | Sell | VERTEX PHARMACEUTICALS INC | $616,000 | +10.8% | 2,805 | -8.5% | 0.40% | -1.5% |
WRB | Buy | BERKLEY W R CORP | $614,000 | +36.4% | 7,455 | +21.2% | 0.39% | +21.3% |
EIX | Sell | EDISON INTL | $594,000 | +20.2% | 8,700 | -2.2% | 0.38% | +7.0% |
CDW | Buy | CDW CORP | $564,000 | +37.9% | 2,752 | +22.4% | 0.36% | +22.4% |
TER | Buy | TERADYNE INC | $564,000 | +81.4% | 3,447 | +21.2% | 0.36% | +61.2% |
ASML | Buy | ASML HOLDING N V | $562,000 | +13.3% | 706 | +6.2% | 0.36% | +0.8% |
AMGN | Buy | AMGEN INC | $562,000 | +13.5% | 2,496 | +7.3% | 0.36% | +0.8% |
ITW | Buy | ILLINOIS TOOL WKS INC | $551,000 | +32.8% | 2,232 | +11.2% | 0.35% | +18.1% |
New | WOLFSPEED INC | $534,000 | – | 4,776 | +100.0% | 0.34% | – | |
BDX | Sell | BECTON DICKINSON & CO | $529,000 | +0.8% | 2,104 | -1.5% | 0.34% | -10.3% |
XEL | Buy | XCEL ENERGY INC | $527,000 | +21.7% | 7,780 | +12.4% | 0.34% | +8.3% |
MSCI | Buy | MSCI INC | $519,000 | +20.4% | 847 | +19.6% | 0.33% | +7.4% |
NDSN | Buy | NORDSON CORP | $509,000 | +31.5% | 1,995 | +22.7% | 0.33% | +16.8% |
TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $491,000 | +15.8% | 4,081 | +7.5% | 0.32% | +3.3% |
LII | Buy | LENNOX INTL INC | $489,000 | +40.1% | 1,506 | +26.9% | 0.31% | +24.7% |
SITE | Buy | SITEONE LANDSCAPE SUPPLY INC | $489,000 | +48.2% | 2,018 | +22.2% | 0.31% | +31.5% |
CARR | Sell | CARRIER GLOBAL CORPORATION | $471,000 | +1.3% | 8,681 | -3.4% | 0.30% | -9.9% |
SMG | Buy | SCOTTS MIRACLE-GRO COcl a | $470,000 | +37.4% | 2,920 | +24.8% | 0.30% | +22.4% |
AZN | Buy | ASTRAZENECA PLCsponsored adr | $461,000 | +4.8% | 7,916 | +8.2% | 0.30% | -6.9% |
TM | Sell | TOYOTA MOTOR CORPads | $459,000 | +3.8% | 2,478 | -0.4% | 0.29% | -7.5% |
NVO | Buy | NOVO-NORDISK A Sadr | $447,000 | +25.9% | 3,993 | +7.8% | 0.29% | +11.7% |
KMI | Sell | KINDER MORGAN INC DEL | $441,000 | -10.9% | 27,825 | -6.0% | 0.28% | -20.7% |
DLB | Sell | DOLBY LABORATORIES INC | $436,000 | +0.7% | 4,580 | -7.0% | 0.28% | -10.6% |
OTIS | Sell | OTIS WORLDWIDE CORP | $427,000 | +4.1% | 4,903 | -1.7% | 0.27% | -7.1% |
PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $423,000 | +7.6% | 6,341 | -1.8% | 0.27% | -4.2% |
RIO | Buy | RIO TINTO PLCsponsored adr | $420,000 | +7.4% | 6,278 | +7.2% | 0.27% | -4.6% |
SNY | Sell | SANOFIsponsored adr | $416,000 | +2.7% | 8,296 | -1.3% | 0.27% | -8.6% |
TTE | Sell | TOTALENERGIES SEsponsored ads | $415,000 | +2.5% | 8,382 | -0.8% | 0.27% | -8.9% |
BIIB | Sell | BIOGEN INC | $405,000 | -30.2% | 1,688 | -17.7% | 0.26% | -37.8% |
CPRT | Buy | COPART INC | $405,000 | +45.7% | 2,671 | +33.3% | 0.26% | +30.0% |
ASX | Sell | ASE TECHNOLOGY HLDG CO LTDsponsored ads | $404,000 | -1.9% | 51,781 | -1.3% | 0.26% | -12.8% |
GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $398,000 | +15.4% | 9,023 | +0.0% | 0.26% | +2.4% |
BANF | BANCFIRST CORP | $398,000 | +17.4% | 5,636 | 0.0% | 0.26% | +4.5% | |
CRL | Buy | CHARLES RIV LABS INTL INC | $397,000 | +21.0% | 1,053 | +32.3% | 0.25% | +7.6% |
MFC | Sell | MANULIFE FINL CORP | $394,000 | -1.5% | 20,638 | -0.7% | 0.25% | -12.5% |
JKHY | Buy | HENRY JACK & ASSOC INC | $387,000 | +42.3% | 2,315 | +39.9% | 0.25% | +26.5% |
OKE | Buy | ONEOK INC NEW | $377,000 | +23.2% | 6,421 | +21.9% | 0.24% | +10.0% |
GLD | SPDR GOLD TR | $366,000 | +4.3% | 2,140 | 0.0% | 0.24% | -7.1% | |
BXP | Sell | BOSTON PROPERTIES INC | $349,000 | +5.8% | 3,029 | -0.7% | 0.22% | -5.9% |
NTR | Buy | NUTRIEN LTD | $340,000 | +22.3% | 4,524 | +5.7% | 0.22% | +9.0% |
MMC | MARSH & MCLENNAN COS INC | $339,000 | +14.9% | 1,950 | 0.0% | 0.22% | +1.9% | |
FICO | New | FAIR ISAAC CORP | $334,000 | – | 771 | +100.0% | 0.21% | – |
MTDR | MATADOR RES CO | $327,000 | -3.0% | 8,848 | 0.0% | 0.21% | -13.6% | |
COO | Buy | COOPER COS INC | $326,000 | +52.3% | 777 | +50.3% | 0.21% | +35.7% |
VYM | VANGUARD WHITEHALL FDShigh div yld | $325,000 | +8.7% | 2,896 | 0.0% | 0.21% | -3.3% | |
INTC | Sell | INTEL CORP | $323,000 | -6.4% | 6,269 | -3.1% | 0.21% | -16.9% |
THO | Buy | THOR INDS INC | $303,000 | +20.7% | 2,923 | +42.9% | 0.19% | +7.2% |
AZPN | New | ASPEN TECHNOLOGY INC | $282,000 | – | 1,852 | +100.0% | 0.18% | – |
JBHT | HUNT J B TRANS SVCS INC | $281,000 | +22.2% | 1,373 | 0.0% | 0.18% | +8.4% | |
CTXS | Sell | CITRIX SYS INC | $278,000 | -26.1% | 2,939 | -16.1% | 0.18% | -34.3% |
SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $277,000 | +24.8% | 2,195 | +9.4% | 0.18% | +10.6% |
IBKR | New | INTERACTIVE BROKERS GROUP IN | $274,000 | – | 3,447 | +100.0% | 0.18% | – |
NVDA | New | NVIDIA CORPORATION | $271,000 | – | 923 | +100.0% | 0.17% | – |
WDC | Sell | WESTERN DIGITAL CORP. | $272,000 | -1.4% | 4,170 | -14.6% | 0.17% | -12.6% |
FB | META PLATFORMS INCcl a | $265,000 | -1.1% | 789 | 0.0% | 0.17% | -11.9% | |
FTS | Buy | FORTIS INC | $262,000 | +20.2% | 5,430 | +10.3% | 0.17% | +7.0% |
IT | GARTNER INC | $261,000 | +9.7% | 782 | 0.0% | 0.17% | -2.3% | |
HSBC | New | HSBC HLDGS PLCspon adr new | $261,000 | – | 8,659 | +100.0% | 0.17% | – |
IHG | Buy | INTERCONTINENTAL HOTELS GROUsponsored ads | $256,000 | +11.3% | 3,928 | +9.8% | 0.16% | -1.2% |
BP | Buy | BP PLCsponsored adr | $255,000 | +5.8% | 9,592 | +8.9% | 0.16% | -6.3% |
EFX | New | EQUIFAX INC | $252,000 | – | 859 | +100.0% | 0.16% | – |
PENN | PENN NATL GAMING INC | $249,000 | -28.4% | 4,800 | 0.0% | 0.16% | -36.3% | |
CSL | New | CARLISLE COS INC | $248,000 | – | 998 | +100.0% | 0.16% | – |
TDY | New | TELEDYNE TECHNOLOGIES INC | $242,000 | – | 553 | +100.0% | 0.16% | – |
SAP | Buy | SAP SEspon adr | $239,000 | +14.9% | 1,704 | +10.7% | 0.15% | +2.0% |
MDT | Sell | MEDTRONIC PLC | $237,000 | -29.9% | 2,290 | -15.1% | 0.15% | -37.4% |
AMZN | AMAZON COM INC | $237,000 | +1.7% | 71 | 0.0% | 0.15% | -9.5% | |
RELX | New | RELX PLCsponsored adr | $230,000 | – | 7,056 | +100.0% | 0.15% | – |
PNR | Sell | PENTAIR PLC | $230,000 | -16.1% | 3,149 | -16.5% | 0.15% | -25.4% |
TRU | TRANSUNION | $230,000 | +5.5% | 1,938 | 0.0% | 0.15% | -6.4% | |
SU | New | SUNCOR ENERGY INC NEW | $223,000 | – | 8,892 | +100.0% | 0.14% | – |
ARMK | New | ARAMARK | $220,000 | – | 5,975 | +100.0% | 0.14% | – |
TECH | BIO-TECHNE CORP | $216,000 | +6.9% | 417 | 0.0% | 0.14% | -5.5% | |
PHG | Buy | KONINKLIJKE PHILIPS N V | $214,000 | -4.5% | 5,809 | +15.3% | 0.14% | -14.9% |
NGG | New | NATIONAL GRID PLCsponsored adr ne | $206,000 | – | 2,844 | +100.0% | 0.13% | – |
TT | New | TRANE TECHNOLOGIES PLC | $201,000 | – | 996 | +100.0% | 0.13% | – |
WBK | Buy | WESTPAC BANKING CORPsponsored adr | $183,000 | -2.1% | 11,868 | +17.7% | 0.12% | -13.3% |
TEF | Buy | TELEFONICA S Asponsored adr | $167,000 | +12.8% | 39,345 | +25.6% | 0.11% | 0.0% |
QRTEA | Sell | QURATE RETAIL INC | $105,000 | -28.1% | 13,822 | -3.5% | 0.07% | -36.2% |
LYG | LLOYDS BANKING GROUP PLCsponsored adr | $59,000 | +3.5% | 23,091 | 0.0% | 0.04% | -7.3% | |
TGT | New | TARGET CORPput | $46,000 | – | 200 | +100.0% | 0.03% | – |
GH | Exit | GUARDANT HEALTH INC | $0 | – | -1,624 | -100.0% | -0.15% | – |
TFX | Exit | TELEFLEX INCORPORATED | $0 | – | -555 | -100.0% | -0.15% | – |
DISCA | Exit | DISCOVERY INC | $0 | – | -8,399 | -100.0% | -0.15% | – |
IONS | Exit | IONIS PHARMACEUTICALS INC | $0 | – | -6,888 | -100.0% | -0.17% | – |
TMX | Exit | TERMINIX GLOBAL HOLDINGS INC | $0 | – | -5,631 | -100.0% | -0.17% | – |
DOCU | Exit | DOCUSIGN INC | $0 | – | -1,347 | -100.0% | -0.25% | – |
CREE | Exit | CREE INC | $0 | – | -5,347 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
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 | 2024-02-09 |
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 |
13F-HR | 2021-11-03 |
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.