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Brian D. Mitchell

@Mitchell & Pahl Private Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$214.085MTotal holdings146
Assets growth rate-0.32%Assets growth rate (2-Q avg)6.53%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mitchell & Pahl Private Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 146 positions.

Assets under management

The assets under management (AUM) of Mitchell & Pahl Private Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 214.085M in assets, with a quarterly growth rate of -0.32% and a 2-quarter average growth rate of 6.53%. The portfolio is managed by Brian D. Mitchell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 0.48%
3.52%
$7.529M
30,066 shares@ $250.42 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 0.45%
2.09%
$4.465M
8,826 shares@ $505.87 avg price
PGProcter And Gamble Co
Recent Activity
Increased 1.23%
1.61%
$3.441M
20,523 shares@ $167.66 avg price
HDHome Depot Inc
Recent Activity
Increased 1.16%
1.58%
$3.368M
8,659 shares@ $389.01 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 1.3%
1.56%
$3.335M
31,005 shares@ $107.57 avg price
LINLinde Plc
Recent Activity
Increased 2.71%
1.53%
$3.259M
7,785 shares@ $418.68 avg price
CMCSAComcast Corp New
Recent Activity
Increased 3.53%
1.5%
$3.207M
85,443 shares@ $37.54 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 2.15%
1.42%
$3.038M
15,056 shares@ $201.8 avg price
ECLEcolab Inc
Recent Activity
Increased 2.59%
1.4%
$2.987M
12,749 shares@ $234.32 avg price
ABBVAbbvie Inc
Recent Activity
Increased 3.73%
1.36%
$2.91M
16,378 shares@ $177.71 avg price