MM
| |
MITCHELL MCLEOD PUGH & WILLIAMS INC13F | |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | |
| Last update 2025-05-02 | 268 Stocks (21 new) |
| Value $483.00 Mil | Turnover 5 % |
MITCHELL MCLEOD PUGH & WILLIAM... Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 62,646 | 32,194.5 | +2.35% | 6.660 | +0.15% | 0.010 | +25.35% | +6.63% | 651,845.7 | ||
AAPL | Apple Inc | 128,441 | 28,530.6 | -1.53% | 5.900 | -0.11% | 0.000 | +22.47% | -15.59% | 3,149,667.0 | Hardware | |
VUG | Vanguard Growth ETF | 75,166 | 27,873.0 | +7.68% | 5.770 | +0.41% | 0.020 | +33.35% | +7.19% | 163,453.5 | ||
VTV | Vanguard Value ETF | 124,465 | 21,500.1 | +13.94% | 4.450 | +0.54% | 0.020 | +16.75% | +6.59% | 132,426.8 | ||
VO | Vanguard Mid-Cap ETF | 75,120 | 19,427.7 | +9.20% | 4.020 | +0.34% | 0.030 | +24.07% | +7.83% | 79,451.1 | ||
MSFT | Microsoft Corp | 36,437 | 13,678.2 | +0.44% | 2.830 | +0.01% | 0.000 | +40.15% | +18.13% | 3,686,548.4 | Software | |
BRK.B | Berkshire Hathaway Inc | 22,249 | 11,849.4 | +1.14% | 2.450 | +0.03% | 0.000 | -2.79% | +5.65% | 1,032,805.1 | Insurance | |
NVDA | NVIDIA Corp | 86,500 | 9,374.9 | +6.18% | 1.940 | +0.11% | 0.000 | +65.78% | +18.89% | 3,892,993.0 | Semiconductors | |
COWZ | Pacer US Cash Cows 100 ETF | 155,059 | 8,491.0 | +0.91% | 1.760 | +0.02% | 0.040 | +20.20% | +1.42% | 21,330.7 | ||
JPM | JPMorgan Chase & Co | 31,625 | 7,757.7 | -0.25% | 1.600 | 0% | 0.000 | +30.42% | +19.33% | 782,259.5 | Banks |
MITCHELL MCLEOD PUGH & WILLIAMS INC's Historical Top Holdings Breakdowns
MITCHELL MCLEOD PUGH & WILLIAMS INC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.66% | 663000 ($729331) 801950 | $717,614.99 | -1.61% | New holding | 4 | 4 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.54% | 167.73 ($174.39) 179.21 | $178.43 | 2.32% | Add 13.94% | 124,465 | 15,230 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Add Add | +0.41% | 369.1 ($404.54) 427.61 | $439.21 | 8.57% | Add 7.68% | 75,166 | 5,360 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.34% | 251.87 ($268.43) 277.95 | $282.47 | 5.23% | Add 9.2% | 75,120 | 6,331 | |
FBCG | Fidelity Blue Chip Growth ETF | 2025-03-31 | Add Add | +0.19% | 39.97 ($45.24) 48.7 | $48.36 | 6.90% | Add 34.99% | 90,682 | 23,506 | |
PLTR | Palantir Technologies Inc | 2025-03-31 | Add Add | +0.17% | 64.98 ($87.82) 124.62 | $137.28 | 56.33% | Add 286.04% | 13,110 | 9,714 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-03-31 | Add Add | +0.15% | 40.79 ($41.67) 42.32 | $41.95 | 0.66% | Add 83.72% | 37,011 | 16,866 | |
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +0.15% | 507.05 ($540.58) 563.67 | $571.67 | 5.75% | Add 2.35% | 62,646 | 1,439 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.14% | 217.89 ($238.81) 252.64 | $242.41 | 1.51% | Add 10.66% | 32,668 | 3,146 | |
GL | Globe Life Inc | 2025-03-31 | Reduce Reduce | -0.13% | 111.2 ($122.35) 131.72 | $120.83 | -1.24% | Reduce -53.37% | 4,738 | -5,423 |
MITCHELL MCLEOD PUGH & WILLIAMS INC Total Holding History ($B)
MITCHELL MCLEOD PUGH & WILLIAMS INC's Asset Allocation
MITCHELL MCLEOD PUGH & WILLIAMS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
MITCHELL MCLEOD PUGH & WILLIAMS INC's Hypothetical Growth since 2025-03-31
MITCHELL MCLEOD PUGH & WILLIAMS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings Heat Map
Size field:
MITCHELL MCLEOD PUGH & WILLIAMS INC's Holdings Bubble Chart
MITCHELL MCLEOD PUGH & WILLIAMS INC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers