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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
MCDMcdonalds Corp
Recent Activity
Increased 4.78%
1.34%
$2.864M
9,878 shares@ $289.91 avg price
MMM3m Co
Recent Activity
Increased 3.64%
1.31%
$2.795M
21,650 shares@ $129.1 avg price
AFLAflac Inc
Recent Activity
Increased 3.12%
1.3%
$2.766M
26,741 shares@ $103.44 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 3.11%
1.29%
$2.751M
9,484 shares@ $290.07 avg price
NEENextera Energy Inc
Recent Activity
Increased 2.57%
1.27%
$2.716M
37,881 shares@ $71.69 avg price
IPInternational Paper Co
Recent Activity
Increased 3.4%
1.25%
$2.667M
49,562 shares@ $53.82 avg price
JNJJohnson & Johnson
Recent Activity
Increased 4.24%
1.23%
$2.628M
18,174 shares@ $144.63 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.66%
1.22%
$2.599M
2,836 shares@ $916.38 avg price
GDGeneral Dynamics Corp
Recent Activity
Increased 5.1%
1.2%
$2.558M
9,709 shares@ $263.47 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 3.67%
1.18%
$2.524M
4,407 shares@ $572.65 avg price