Mitchell Mcleod Pugh & Williams Inc Purchases in Q3 2025

Mitchell Mcleod Pugh & Williams Inc

  • $602 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
15.1K
+ 23.67%
$567.77 - $614.76 $8.58M - $9.29M
79K $48.4M
VUG
Vanguard Growth ETF

ETFs
8.54K
+ 10.49%
$433.97 - $484.08 $3.71M - $4.14M
90K $43.1M
VTV
Vanguard Value ETF

ETFs
23.6K
+ 17.08%
$175.51 - $186.57 $4.14M - $4.4M
162K $30.2M
VO
Vanguard Mid Cap ETF

ETFs
15.6K
+ 18.91%
$279.83 - $293.74 $4.37M - $4.59M
98.2K $28.8M
VB
Vanguard Small Cap ETF

ETFs
9.21K
+ 24.17%
$237.58 - $259.17 $2.19M - $2.39M
47.3K $12M
NVDA
Nvidia Corp

Technology
375
+ 0.43%
$153.3 - $186.58 $57.5K - $70K
88.3K $16.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
23.3K
+ 26.71%
$76.16 - $78.59 $1.78M - $1.83M
111K $8.63M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
20.5K
+ 18.55%
$47.75 - $54.24 $979K - $1.11M
131K $7.03M
VEA
Vanguard Ftse Developed Market

ETFs
14.8K
+ 13.33%
$56.02 - $60.3 $828K - $891K
126K $7.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
13.7K
+ 30.31%
$68.24 - $73.73 $933K - $1.01M
58.8K $4.32M
GOOG
Alphabet Inc.

Communication Services
732
+ 5.33%
$175.16 - $255.24 $128K - $187K
14.5K $3.52M
JNJ
Johnson & Johnson

Healthcare
636
+ 2.32%
$155.17 - $185.42 $98.7K - $118K
28.1K $5.21M
CAT
Caterpillar Inc

Industrials
9
+ 0.09%
$390.92 - $477.15 $3.52K - $4.29K
9.79K $4.67M
GLD
Spdr Gold Trust

ETFs
1.49K
+ 23.42%
$300.96 - $355.47 $448K - $529K
7.85K $2.79M
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 0.21%
$282.78 - $316.06 $18.7K - $20.9K
31.8K $10M
GLW
Corning Inc

Technology
438
+ 1.63%
$51.6 - $82.03 $22.6K - $35.9K
27.4K $2.24M
ABBV
Abb Vie Inc.

Healthcare
327
+ 2.2%
$184.85 - $231.54 $60.4K - $75.7K
15.2K $3.51M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.65K
+ 15.47%
$49.43 - $54.52 $378K - $417K
57.1K $3.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
7.29K
New
$81.75 - $84.54 $596K - $616K
7.29K $612K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
7.18K
+ 56.78%
$78.11 - $79.07 $561K - $568K
19.8K $1.57M
VTI
Vanguard Total Stock Market Et

ETFs
368
+ 2.38%
$303.93 - $329.86 $112K - $121K
15.8K $5.19M
META
Meta Platforms, Inc.

Communication Services
646
+ 13.85%
$695.21 - $791.73 $449K - $511K
5.31K $3.9M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
9.69K
+ 184.33%
$45.26 - $46.63 $439K - $452K
15K $691K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.03K
+ 25.27%
$164.63 - $174.58 $334K - $355K
10.1K $1.76M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.7K
+ 12.41%
$41.8 - $43.15 $364K - $376K
78.9K $3.37M
MP
Mp Materials Corp.

Basic Materials
5.77K
New
$30.03 - $77.13 $173K - $445K
5.77K $387K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
229
+ 0.15%
$55.15 - $58.11 $12.6K - $13.3K
156K $8.98M
WMT
Walmart Inc.

Consumer Defensive
994
+ 1.87%
$94.4 - $104.27 $93.8K - $104K
54.2K $5.59M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.08K
+ 17.26%
$282.75 - $294.19 $305K - $317K
7.32K $2.15M
QQQ
Invesco Qqq Trust, Series 1

ETFs
141
+ 2.38%
$546.99 - $602.2 $77.1K - $84.9K
6.07K $3.64M
CVX
Chevron Corp

Energy
584
+ 2.62%
$145.57 - $161.83 $85K - $94.5K
22.8K $3.55M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
54
+ 0.94%
$224.68 - $282.71 $12.1K - $15.3K
5.78K $1.62M
BAC
Bank Of America Corp

Financial Services
510
+ 0.92%
$44.92 - $52.42 $22.9K - $26.7K
56K $2.89M
PANW
Palo Alto Networks Inc

Technology
1.28K
New
$167.06 - $208.19 $214K - $266K
1.28K $260K
NEM
Newmont Corp

Basic Materials
3.05K
New
$57.35 - $85.25 $175K - $260K
3.05K $256K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.17K
New
$78.96 - $80.04 $251K - $254K
3.17K $253K
SHOP
Shopify Inc.

Technology
1.63K
New
$112.11 - $157.12 $183K - $256K
1.63K $242K
INTC
Intel Corp

Technology
7.15K
New
$19.31 - $35.5 $138K - $254K
7.15K $239K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.45K
New
$56.32 - $68.81 $194K - $237K
3.45K $237K
AEP
American Electric Power CO Inc

Utilities
2.11K
New
$103.26 - $115.0 $218K - $243K
2.11K $237K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.52K
New
$94.1 - $119.16 $237K - $300K
2.52K $236K
WES
Western Midstream Partners, LP

Energy
5.75K
New
$37.5 - $41.18 $216K - $237K
5.75K $225K
MU
Micron Technology Inc

Technology
1.34K
New
$104.88 - $168.89 $141K - $226K
1.34K $224K
VV
Vanguard Large Cap ETF

ETFs
462
+ 13.09%
$285.05 - $309.14 $132K - $143K
3.99K $1.23M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
246
+ 9.29%
$103.83 - $179.9 $25.5K - $44.3K
2.89K $517K
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
3.9K
New
$46.93 - $58.5 $183K - $228K
3.9K $215K
CRWD
Crowd Strike Holdings, Inc.

Technology
430
New
$412.46 - $514.1 $177K - $221K
430 $210K
HPE
Hewlett Packard Enterprise CO

Technology
6
+ 0.01%
$19.81 - $25.24 $119 - $151
50.7K $1.25M
DFAR
Dimensional ETF Tr Dimensional

ETFs
8.77K
New
$22.9 - $24.1 $201K - $211K
8.77K $209K
Activity Summary
Buys All Purchases 110 New Holdings 23 Increased Positions 87 Sells All Sells 114 Reductions 114 Sold out 0 Options Calls 0 Puts 0
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