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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
ITWIllinois Tool Wks Inc
Recent Activity
Increased 4.79%
0.94%
$1.999M
7,885 shares@ $253.57 avg price
CBChubb Limited
Recent Activity
Increased 6.38%
0.94%
$1.992M
7,208 shares@ $276.33 avg price
CVXChevron Corp New
Recent Activity
Increased 4.84%
0.91%
$1.938M
13,380 shares@ $144.83 avg price
DOCUDocusign Inc
Recent Activity
Increased 1.68%
0.89%
$1.885M
20,955 shares@ $89.94 avg price
RTXRtx Corporation
Recent Activity
Decreased -3.05%
0.85%
$1.804M
15,594 shares@ $115.72 avg price
APOApollo Global Mgmt Inc
Recent Activity
Decreased -7.34%
0.82%
$1.749M
10,587 shares@ $165.16 avg price
VLOValero Energy Corp
Recent Activity
Increased 7.98%
0.82%
$1.739M
14,185 shares@ $122.59 avg price
PEPPepsico Inc
Recent Activity
Increased 11.15%
0.81%
$1.721M
11,319 shares@ $152.07 avg price
UBSUbs Group Ag
Recent Activity
Increased 4.1%
0.79%
$1.68M
55,397 shares@ $30.32 avg price
SYYSysco Corp
Recent Activity
Increased 7.18%
0.77%
$1.643M
21,488 shares@ $76.46 avg price