Fund HoldingsMITCHELL MCLEOD PUGH & WILLIAMS INC

Total Portfolio Value
$536.76M
Total Bought
$67.70M
Total Sold
$12.70M
Net Transaction
+$55.00M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
VANGUARD INDEX FDS081,415+81,415035,6926.65%+35,692
NVIDIA CORPORATION(NVDA)087,893+87,893013,8862.59%+13,886
MICROSOFT CORP(MSFT)036,514+36,514018,1623.38%+18,162
VANGUARD INDEX FDS063,871+63,871036,2816.76%+36,281
VANGUARD INDEX FDS75,12082,570+7,45019,42823,1064.30%+3,678
BROADCOM INC(AVGO)029,651+29,65108,1731.52%+8,173
VANGUARD INDEX FDS124,465138,125+13,66021,50024,4124.55%+2,912
VANGUARD BD INDEX FDS63,13987,257+24,1184,8356,7481.26%+1,914
VANGUARD INDEX FDS32,66838,108+5,4407,2449,0311.68%+1,787
FIDELITY COVINGTON TRUST90,682110,479+19,7973,6255,3300.99%+1,705
JPMORGAN CHASE & CO.(JPM)31,62531,688+637,7589,1871.71%+1,429
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
37,01170,148+33,1371,5572,9640.55%+1,408
AMAZON COM INC(AMZN)034,879+34,87907,6521.43%+7,652
ORACLE CORP(ORCL)011,054+11,05402,4170.45%+2,417
VANGUARD TAX-MANAGED FDS106,232110,850+4,6185,4006,3201.18%+920
ISHARES TR04,840+4,84009130.17%+913
PALANTIR TECHNOLOGIES INC(PLTR)13,11014,530+1,4201,1061,9810.37%+874
META PLATFORMS INC(META)4,5584,664+1062,6273,4430.64%+815
NETFLIX INC(NFLX)1,9171,91701,7882,5670.48%+779
AMERICAN EXPRESS CO(AXP)010,617+10,61703,3870.63%+3,387
TESLA INC(TSLA)012,586+12,58603,9980.74%+3,998
CATERPILLAR INC(CAT)09,779+9,77903,7960.71%+3,796
L3HARRIS TECHNOLOGIES INC(LHX)02,585+2,58506480.12%+648
ALPHABET INC(GOOG)030,217+30,21705,3250.99%+5,325
VANGUARD INDEX FDS015,438+15,43804,6920.87%+4,692
APPLIED MATLS INC014,876+14,87602,7230.51%+2,723
WALMART INC(WMT)53,07153,204+1334,6595,2020.97%+543
VANGUARD STAR FDS41,43545,100+3,6652,5733,1160.58%+543
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,5805,729+1,1497601,2980.24%+537
INVESCO QQQ TR05,928+5,92803,2700.61%+3,270
RTX CORPORATION(RTX)13,88915,945+2,0561,8402,3280.43%+489
GE AEROSPACE(GE)6,4726,632+1601,2951,7070.32%+412
DISNEY WALT CO(DIS)015,245+15,24501,8900.35%+1,890
KLA CORP(KLAC)1,5611,611+501,0611,4430.27%+382
INTERNATIONAL BUSINESS MACHS(IBM)8,0028,006+41,9902,3600.44%+370
BANK AMERICA CORP055,538+55,53802,6280.49%+2,628
LOCKHEED MARTIN CORP(LMT)02,673+2,67301,2380.23%+1,238
GE VERNOVA INC(GEV)01,600+1,60008470.16%+847
VANGUARD INDEX FDS06,239+6,23901,7740.33%+1,774
ISHARES TR0753+75303200.06%+320
SPDR S&P 500 ETF TR(SPY)05,323+5,32303,2890.61%+3,289
VANGUARD INTL EQUITY INDEX F049,472+49,47202,4470.46%+2,447
VANGUARD BD INDEX FDS022,916+22,91601,6870.31%+1,687
ISHARES TR011,494+11,49401,2650.24%+1,265
BOEING CO(BA)05,197+5,19701,0890.20%+1,089
HEWLETT PACKARD ENTERPRISE C(HPE)050,698+50,69801,0370.19%+1,037
CELESTICA INC(CLS)03,250+3,25005070.09%+507
SCHWAB CHARLES CORP(SCHW)02,706+2,70602470.05%+247
FLUOR CORP NEW(FLR)015,409+15,40907900.15%+790
FIDELITY MERRIMACK STR TR05,259+5,25902410.04%+241
CONSTELLATION ENERGY CORP(CEG)0738+73802380.04%+238
ROYAL CARIBBEAN GROUP
COM
0720+72002260.04%+226
TEXAS INSTRS INC(TXN)07,989+7,98901,6590.31%+1,659
ALPHABET INC(GOOG)013,733+13,73302,4360.45%+2,436
VANGUARD WORLD FD
COMM SRVC ETF
01,289+1,28902200.04%+220
DEERE & CO(DE)4,5524,632+802,1362,3550.44%+219
REGIONS FINANCIAL CORP NEW(RF)064,196+64,19601,5100.28%+1,510
UBER TECHNOLOGIES INC(UBER)10,05410,109+557339430.18%+211
COSTCO WHSL CORP NEW(COST)3,0713,146+752,9053,1150.58%+210
MORGAN STANLEY(MS)09,855+9,85501,3880.26%+1,388
TRUSTMARK CORP(TRMK)05,715+5,71502080.04%+208
BLACKSTONE INC(BX)01,380+1,38002060.04%+206
COREWEAVE INC(CRWV)01,260+1,26002050.04%+205
ADVANCED MICRO DEVICES INC(AMD)06,170+6,17008760.16%+876
WELLS FARGO CO NEW(WFC)020,751+20,75101,6630.31%+1,663
QUANTA SVCS INC01,574+1,57405950.11%+595
CAPITAL ONE FINL CORP(COF)02,481+2,48105280.10%+528
NORTHROP GRUMMAN CORP(NOC)01,848+1,84809240.17%+924
CISCO SYS INC(CSCO)28,26127,838-4231,7441,9310.36%+187
COLGATE PALMOLIVE CO(CL)010,483+10,48309530.18%+953
CSX CORP(CSX)032,762+32,76201,0690.20%+1,069
QUALCOMM INC(QCOM)12,66213,319+6571,9452,1210.40%+176
HONEYWELL INTL INC(HON)08,324+8,32401,9380.36%+1,938
ISHARES TR07,995+7,99501,2020.22%+1,202
VANGUARD BD INDEX FDS10,52712,653+2,1268249960.19%+172
T ROWE PRICE ETF INC
PRICE BLUE CHIP
020,362+20,36209230.17%+923
SPDR GOLD TR(GLD)6,1766,357+1811,7801,9380.36%+158
CORNING INC(GLW)026,920+26,92001,4160.26%+1,416
PFIZER INC(PFE)042,316+42,31601,0260.19%+1,026
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
06,296+6,29601,7680.33%+1,768
EMERSON ELEC CO(EMR)04,791+4,79106390.12%+639
VANGUARD INDEX FDS08,038+8,03801,3220.25%+1,322
CITIGROUP INC(C)08,857+8,85707540.14%+754
TRANE TECHNOLOGIES PLC(TT)01,427+1,42706240.12%+624
VULCAN MATLS CO(VMC)04,811+4,81101,2550.23%+1,255
EATON CORP PLC(ETN)01,489+1,48905320.10%+532
CME GROUP INC(CME)2,8053,155+3507448700.16%+125
GOLDMAN SACHS GROUP INC(GS)0749+74905300.10%+530
NORFOLK SOUTHN CORP(NSC)03,309+3,30908470.16%+847
NIKE INC(NKE)014,176+14,17601,0070.19%+1,007
DIMENSIONAL ETF TRUST
US LARG VALU ETF
011,410+11,41003540.07%+354
DELL TECHNOLOGIES INC(DELL)03,534+3,53404330.08%+433
AUTOMATIC DATA PROCESSING IN7,9738,244+2712,4362,5420.47%+106
PACER FDS TR
US CASH COWS 100
0155,981+155,98108,5951.60%+8,595
VANGUARD INDEX FDS03,530+3,53001,0070.19%+1,007
COCA COLA CO(KO)24,78626,458+1,6721,7751,8720.35%+97
CARNIVAL CORP010,282+10,28202890.05%+289
VANGUARD WORLD FD01,885+1,88506900.13%+690
BOOKING HOLDINGS INC(BKNG)058+5803360.06%+336
GENERAL DYNAMICS CORP(GD)03,986+3,98601,1620.22%+1,162
Page 1 of 1