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Home > Institutional Investor > Mitchell & Pahl Private Wealth, Llc > Profile

Instuitional Investor - Mitchell & Pahl Private Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Mitchell & Pahl Private Wealth, Llc
Portfolio Value $176,143,057
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 29,852 $5,747,358 3.26%
2.
Microsoft Corp
 MSFT 14,973 $5,630,308 3.19%
3.
Unitedhealth Group Inc
 UNH 8,218 $4,326,596 2.45%
4.
Comcast Corp
 CMCSA 80,739 $3,540,400 2%
5.
Broadcom Inc.
 AVGO 28,640 $3,196,450 1.81%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)