MITCHELL & PAHL PRIVATE WEALTH, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Oklahoma City, OK
CIK
0001836506
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 142 189,458 MSFT, AAPL, AVGO, UNH 13F-HR 7/12/2024 000108514624002913
Q1 2024 142 190,421 MSFT, AAPL, UNH, AVGO 13F-HR 4/26/2024 000108514624002059
Q4 2023 142 176,143 AAPL, MSFT, UNH, CMCSA 13F-HR 2/8/2024 000108514624000911
Q3 2023 149 168,490 AAPL, MSFT, UNH, XOM 13F-HR 10/31/2023 000172554723001684
Q2 2023 152 165,701 AAPL, MSFT, UNH, CMCSA 13F-HR 8/7/2023 000172554723000187
Q1 2023 150 159,716 AAPL, MSFT, UNH, XOM 13F-HR 5/5/2023 000172554723000109
Q4 2022 150 152,367 AAPL, UNH, MSFT, XOM 13F-HR 2/9/2023 000172554723000045
Q3 2022 153 135,275 AAPL, UNH, MSFT, XOM 13F-HR 11/1/2022 000172554722000174
Q2 2022 155 143,823 AAPL, UNH, MSFT, CMCSA 13F-HR 7/25/2022 000172554722000111
Q1 2022 168 157,104 AAPL, MSFT, UNH, CMCSA 13F-HR 4/14/2022 000172554722000053
Q4 2021 166 156,068 AAPL, MSFT, UNH, CMCSA 13F-HR 1/19/2022 000172554722000004
Q3 2021 158 138,810 AAPL, MSFT, CMCSA, UNH 13F-HR 11/2/2021 000172554721000100
Q2 2021 155 139,897 AAPL, MSFT, CMCSA, UNH 13F-HR 7/14/2021 000172554721000065
Q1 2021 150 128,974 AAPL, CMCSA, MSFT, UNH 13F-HR 4/29/2021 000172554721000034
Q4 2020 147 118,932 AAPL, CMCSA, MSFT, UNH 13F-HR 2/9/2021 000172554721000012