Mitchell & Pahl Private Wealth, LLC Incresed Positions in Q4 2024

Mitchell & Pahl Private Wealth, LLC

  • $206 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOCU
Docusign, Inc.

Technology
345
+ 1.67%
$61.42 - $106.99 $21.2K - $36.9K
21K $1.88M
AAPL
Apple Inc.

Technology
141
+ 0.47%
$221.69 - $259.02 $31.3K - $36.5K
30.1K $7.53M
GS
Goldman Sachs Group Inc

Financial Services
156
+ 3.67%
$486.1 - $608.57 $75.8K - $94.9K
4.41K $2.52M
DIS
Walt Disney CO

Communication Services
635
+ 3.07%
$92.39 - $117.6 $58.7K - $74.7K
21.3K $2.38M
EMR
Emerson Electric CO

Industrials
816
+ 4.29%
$108.13 - $134.33 $88.2K - $110K
19.8K $2.46M
CSCO
Cisco Systems, Inc.

Technology
1.49K
+ 3.65%
$52.45 - $60.02 $78K - $89.2K
42.2K $2.5M
IP
International Paper CO

Consumer Cyclical
1.63K
+ 3.4%
$46.64 - $59.57 $76K - $97K
49.6K $2.67M
IBKR
Interactive Brokers Group, Inc.

Financial Services
113
+ 1.49%
$138.3 - $192.95 $15.6K - $21.8K
7.7K $1.36M
ADP
Automatic Data Processing Inc

Industrials
382
+ 4.65%
$280.08 - $307.97 $107K - $118K
8.6K $2.52M
SRE
Sempra Energy

Utilities
1.07K
+ 3.93%
$80.81 - $94.77 $86.5K - $101K
28.3K $2.48M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
190
+ 1.65%
$109.13 - $130.93 $20.7K - $24.9K
11.7K $1.46M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 3.65%
$873.59 - $994.69 $87.4K - $99.5K
2.84K $2.6M
USB
Us Bancorp \De\

Financial Services
1.67K
+ 3.81%
$43.98 - $53.66 $73.6K - $89.8K
45.6K $2.18M
HSBC
Hsbc Holdings PLC

Financial Services
1.16K
+ 5.12%
$43.83 - $49.51 $50.8K - $57.4K
23.8K $1.18M
T
At&T Inc.

Communication Services
3.65K
+ 4.3%
$21.22 - $23.88 $77.5K - $87.3K
88.7K $2.02M
XEL
Xcel Energy Inc

Utilities
1.45K
+ 6.5%
$62.16 - $72.92 $90.2K - $106K
23.8K $1.6M
TM
Toyota Motor Corp

Consumer Cyclical
283
+ 5.19%
$169.2 - $199.52 $47.9K - $56.5K
5.74K $1.12M
CPRT
Copart Inc

Consumer Cyclical
675
+ 3.49%
$51.36 - $63.8 $34.7K - $43.1K
20K $1.15M
SAP
Sap Se

Technology
168
+ 3.38%
$218.13 - $255.54 $36.6K - $42.9K
5.14K $1.27M
SONY
Sony Group Corp

Technology
32.7K
+ 429.97%
$17.53 - $96.8 $574K - $3.17M
40.3K $853K
MTN
Vail Resorts Inc

Consumer Cyclical
284
+ 10.17%
$165.69 - $195.44 $47.1K - $55.5K
3.08K $576K
TDY
Teledyne Technologies Inc

Technology
89
+ 5.3%
$436.59 - $489.24 $38.9K - $43.5K
1.77K $820K
FDS
Factset Research Systems Inc

Financial Services
99
+ 5.32%
$449.69 - $495.72 $44.5K - $49.1K
1.96K $941K
DLB
Dolby Laboratories, Inc.

Industrials
745
+ 5.31%
$70.91 - $81.98 $52.8K - $61.1K
14.8K $1.15M
WRB
Berkley W R Corp

Financial Services
676
+ 3.23%
$56.48 - $64.94 $38.2K - $43.9K
21.6K $1.26M
SYY
Sysco Corp

Consumer Defensive
1.44K
+ 7.17%
$73.63 - $81.77 $106K - $118K
21.5K $1.64M
AZPN
Aspen Technology, Inc.

Technology
179
+ 6.43%
$231.19 - $253.16 $41.4K - $45.3K
2.96K $739K
TXN
Texas Instruments Inc

Technology
361
+ 2.8%
N/A
13.3K $2.58M
NKE
Nike, Inc.

Consumer Cyclical
3.21K
+ 23.47%
$73.36 - $89.13 $235K - $286K
16.9K $1.28M
CVX
Chevron Corp

Energy
617
+ 4.83%
$141.15 - $162.53 $87.1K - $100K
13.4K $1.94M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.44K
+ 5.53%
$34.25 - $37.94 $49.2K - $54.5K
27.4K $996K
CB
Chubb LTD

Financial Services
432
+ 6.38%
$271.57 - $301.89 $117K - $130K
7.21K $1.99M
LII
Lennox International Inc

Industrials
41
+ 1.59%
$589.36 - $678.43 $24.2K - $27.8K
2.63K $1.6M
JKHY
Henry Jack & Associates Inc

Technology
243
+ 5.44%
$171.12 - $186.18 $41.6K - $45.2K
4.71K $825K
UBS
Ubs Group Ag

Financial Services
2.18K
+ 4.09%
$29.78 - $33.08 $64.8K - $72K
55.4K $1.68M
TGT
Target Corp

Consumer Defensive
1.72K
+ 17.61%
$121.59 - $160.69 $209K - $276K
11.5K $1.55M
SU
Suncor Energy Inc

Energy
1.59K
+ 7.05%
$34.5 - $41.53 $54.8K - $65.9K
24.1K $859K
ITW
Illinois Tool Works Inc

Industrials
360
+ 4.78%
$253.56 - $278.5 $91.3K - $100K
7.89K $2M
BP
Bp PLC

Energy
2.13K
+ 10.08%
$28.16 - $33.14 $59.9K - $70.5K
23.2K $686K
RELX
Relx PLC

Communication Services
1.37K
+ 7.29%
$44.45 - $48.63 $60.9K - $66.6K
20.2K $915K
WEC
Wec Energy Group, Inc.

Utilities
836
+ 3.25%
$92.94 - $101.82 $77.7K - $85.1K
26.6K $2.5M
CRL
Charles River Laboratories International, Inc.

Healthcare
292
+ 8.82%
$178.58 - $220.69 $52.1K - $64.4K
3.6K $665K
APD
Air Products & Chemicals, Inc.

Basic Materials
286
+ 3.11%
$285.5 - $335.62 $81.7K - $96K
9.48K $2.75M
PARA
Paramount Global

Communication Services
1.85K
+ 3.78%
$10.27 - $11.57 $19K - $21.4K
50.8K $530K
NTR
Nutrien Ltd.

Basic Materials
1.01K
+ 8.79%
$44.04 - $50.78 $44.6K - $51.4K
12.5K $560K
SBUX
Starbucks Corp

Consumer Cyclical
1.21K
+ 7.38%
$87.44 - $102.5 $106K - $124K
17.7K $1.61M
TER
Teradyne, Inc

Technology
490
+ 6.44%
$102.58 - $133.62 $50.3K - $65.5K
8.1K $1.02M
UPS
United Parcel Service Inc

Industrials
1.25K
+ 8.06%
$122.65 - $138.35 $153K - $173K
16.7K $2.11M
Linde PLC
205
+ 2.7%
N/A
7.79K $0
Activity Summary
Buys All Purchases 99 New Holdings 2 Increased Positions 97 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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