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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
ADPAutomatic Data Processing In
Recent Activity
Increased 4.65%
1.18%
$2.519M
8,604 shares@ $292.74 avg price
SHWSherwin Williams Co
Recent Activity
Increased 3.74%
1.18%
$2.509M
7,380 shares@ $339.94 avg price
WECWec Energy Group Inc
Recent Activity
Increased 3.25%
1.17%
$2.501M
26,594 shares@ $94.04 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 3.66%
1.17%
$2.499M
42,216 shares@ $59.2 avg price
MDLZMondelez Intl Inc
Recent Activity
Increased 6.75%
1.17%
$2.497M
41,810 shares@ $59.73 avg price
TXNTexas Instrs Inc
Recent Activity
Increased 2.8%
1.17%
$2.489M
13,272 shares@ $187.52 avg price
SRESempra
Recent Activity
Increased 3.94%
1.17%
$2.484M
28,318 shares@ $87.72 avg price
EMREmerson Elec Co
Recent Activity
Increased 4.3%
1.15%
$2.457M
19,824 shares@ $123.94 avg price
DISDisney Walt Co
Recent Activity
Increased 3.07%
1.11%
$2.376M
21,339 shares@ $111.36 avg price
PSXPhillips 66
Recent Activity
Increased 5.6%
1.04%
$2.214M
19,436 shares@ $113.94 avg price