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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 $214,084,661
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 30,066 $7,529,059 3.51%
2.
Microsoft Corp
 MSFT 15,645 $6,594,260 3.08%
3.
Broadcom Inc.
 AVGO 25,836 $5,989,829 2.79%
4.
Unitedhealth Group Inc
 UNH 8,826 $4,464,750 2.08%
5.
Procter & Gamble Co
 PG 20,523 $3,440,730 1.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)