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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
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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 0.76%
0.76%
$1.626M
8,233 shares@ $197.5 avg price
SBUXStarbucks Corp
Recent Activity
Increased 7.38%
0.76%
$1.612M
17,664 shares@ $91.26 avg price
XELXcel Energy Inc
Recent Activity
Increased 6.51%
0.75%
$1.605M
23,770 shares@ $67.52 avg price
LIILennox Intl Inc
Recent Activity
Increased 1.59%
0.75%
$1.599M
2,625 shares@ $609.31 avg price
TGTTarget Corp
Recent Activity
Increased 17.62%
0.73%
$1.549M
11,459 shares@ $135.19 avg price
AMGNAmgen Inc
Recent Activity
Increased 13%
0.72%
$1.532M
5,879 shares@ $260.65 avg price
IHGIntercontinental Hotels Grou
Recent Activity
Increased 1.66%
0.69%
$1.458M
11,675 shares@ $124.92 avg price