Mitchell Mcleod Pugh & Williams Inc Incresed Positions 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
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
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
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
HPE
Hewlett Packard Enterprise CO

Technology
6
+ 0.01%
$19.81 - $25.24 $119 - $151
50.7K $1.25M
MS
Morgan Stanley

Financial Services
123
+ 1.25%
$139.09 - $161.16 $17.1K - $19.8K
9.98K $1.59M
MCK
Mckesson Corp

Healthcare
201
+ 18.98%
$659.01 - $772.54 $132K - $155K
1.26K $973K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.65K
+ 4.66%
$48.5 - $50.19 $129K - $133K
59.5K $2.98M
RF
Regions Financial Corp

Financial Services
240
+ 0.37%
$24.03 - $27.41 $5.77K - $6.58K
64.4K $1.7M
VIG
Vanguard Dividend Appreciation

ETFs
1.02K
+ 34.38%
N/A
3.97K $723K
PM
Philip Morris International Inc.

Consumer Defensive
2.01K
+ 26.68%
$157.77 - $183.27 $318K - $369K
9.56K $1.55M
CVS
Cvs Health Corp

Healthcare
1.35K
+ 16.82%
$58.75 - $76.5 $79K - $103K
9.34K $704K
C
Citigroup Inc

Financial Services
60
+ 0.68%
$85.57 - $103.49 $5.13K - $6.21K
8.92K $905K
PSX
Phillips 66

Energy
18
+ 0.22%
$118.37 - $139.46 $2.13K - $2.51K
8.34K $1.13M
CEG
Constellation Energy Corp

Utilities
415
+ 56.23%
$298.82 - $354.89 $124K - $147K
1.15K $379K
TCHP
T Rowe Price Exchange Traded F

Technology
1.42K
+ 6.95%
$44.9 - $49.35 $63.5K - $69.8K
21.8K $1.06M
GM
General Motors CO

Consumer Cyclical
10
+ 0.08%
$48.89 - $61.24 $489 - $612
11.8K $721K
IBM
International Business Machines Corp

Technology
826
+ 10.32%
$234.77 - $292.47 $194K - $242K
8.83K $2.49M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.04%
$148.97 - $165.88 $447 - $498
8K $1.32M
GS
Goldman Sachs Group Inc

Financial Services
59
+ 7.88%
$696.56 - $806.32 $41.1K - $47.6K
808 $643K
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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