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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
ADSKAutodesk Inc
Recent Activity
Decreased -1.37%
0.33%
$701,681
2,374 shares@ $295.57 avg price
ZTSZoetis Inc
Recent Activity
Decreased -4.03%
0.3%
$631,842
3,878 shares@ $162.93 avg price
JCIJohnson Ctls Intl Plc
Recent Activity
Decreased -1.05%
0.3%
$629,808
7,979 shares@ $78.94 avg price
LHXL3harris Technologies Inc
Recent Activity
Decreased -6.55%
0.27%
$569,920
2,710 shares@ $210.31 avg price
AIGAmerican Intl Group Inc
Recent Activity
Decreased -7.2%
0.26%
$551,970
7,582 shares@ $72.81 avg price
FCXFreeport-mcmoran Inc
Recent Activity
Decreased -1.43%
0.25%
$532,471
13,983 shares@ $38.08 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -0.94%
0.25%
$519,968
2,835 shares@ $183.42 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Decreased -5.22%
0.24%
$500,449
2,595 shares@ $192.86 avg price
NUENucor Corp
Recent Activity
Decreased -1.12%
0.22%
$452,744
3,879 shares@ $116.72 avg price
ENBEnbridge Inc
Recent Activity
Decreased -8.51%
0.21%
$433,763
10,223 shares@ $42.44 avg price