Fund HoldingsMITCHELL MCLEOD PUGH & WILLIAMS INC

Total Portfolio Value
$339.51M
Total Bought
$20.50M
Total Sold
$16.35M
Net Transaction
+$4.15M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SERVISFIRST BANCSHARES INC(SFBS)82,96683,001+353,3954,3301.28%+935
PACER FDS TR
US CASH COWS 100
62,23877,481+15,2432,9793,8301.13%+851
VANGUARD INDEX FDS32,08637,980+5,8947,0647,9092.33%+845
ONEOK INC NEW(OKE)010,967+10,96706960.20%+696
VANGUARD INDEX FDS70,54077,118+6,57810,02410,6373.13%+613
VANGUARD INDEX FDS21,08225,225+4,1434,1934,7691.40%+576
EXXON MOBIL CORP33,09334,654+1,5613,5494,0751.20%+525
ELI LILLY & CO(LLY)7,3217,222-993,4333,8791.14%+446
INVESCO QQQ TR4,7096,099+1,3901,7402,1850.64%+445
BERKSHIRE HATHAWAY INC DEL17,13217,925+7935,8426,2791.85%+437
WILLIAMS COS INC(WMB)011,554+11,55403890.11%+389
CSX CORP(CSX)030,494+30,49409380.28%+938
VANGUARD STAR FDS021,791+21,79101,1660.34%+1,166
CATERPILLAR INC(CAT)10,47710,564+872,5782,8840.85%+306
CHEVRON CORP NEW(CVX)20,79421,183+3893,2723,5721.05%+300
ALPHABET INC(GOOG)32,93132,351-5803,9424,2331.25%+292
ABBVIE INC(ABBV)16,13716,519+3822,1742,4620.73%+288
MCKESSON CORP(MCK)0622+62202700.08%+270
UNITEDHEALTH GROUP INC(UNH)8,6068,735+1294,1364,4041.30%+267
REGIONS FINANCIAL CORP NEW(RF)71,97589,764+17,7891,2831,5440.45%+261
HALLIBURTON CO(HAL)06,304+6,30402550.08%+255
BLACKSTONE INC(BX)02,381+2,38102550.08%+255
VANGUARD MUN BD FDS19,27725,298+6,0219681,2170.36%+249
VALERO ENERGY CORP(VLO)8,8929,007+1151,0431,2760.38%+233
ALPHABET INC(GOOG)19,64219,636-62,3762,5890.76%+213
HESS CORP01,372+1,37202100.06%+210
VANGUARD TAX-MANAGED FDS62,14870,396+8,2482,8703,0780.91%+208
ALIBABA GROUP HLDG LTD(BABA)02,390+2,39002070.06%+207
MOTOROLA SOLUTIONS INC(MSI)0750+75002040.06%+204
FAIR ISAAC CORP(FICO)0235+23502040.06%+204
MARRIOTT INTL INC NEW(MAR)01,035+1,03502030.06%+203
VANGUARD WORLD FD02,507+2,50705690.17%+569
VANGUARD INTL EQUITY INDEX F27,88134,012+6,1311,1341,3340.39%+199
LOVESAC COMPANY010,000+10,00001990.06%+199
PHILLIPS 66(PSX)07,359+7,35908840.26%+884
PROCTER AND GAMBLE CO(PG)21,88123,924+2,0433,3203,4901.03%+169
ADOBE INC(ADBE)7,9537,954+13,8894,0561.19%+167
HERSHEY CO(HSY)02,575+2,57505150.15%+515
AUTOMATIC DATA PROCESSING IN9,1809,072-1082,0182,1820.64%+165
CHUBB LIMITED
COM
03,662+3,66207620.22%+762
WALMART INC(WMT)18,75619,404+6482,9483,1030.91%+155
COMCAST CORP NEW(CCZ)34,29635,425+1,1291,4251,5710.46%+146
SCHLUMBERGER LTD(SLB)015,283+15,28308910.26%+891
AMGEN INC(AMGN)02,248+2,24806040.18%+604
FLUOR CORP NEW(FLR)018,991+18,99106970.21%+697
CONOCOPHILLIPS(COP)07,506+7,50608990.26%+899
COSTCO WHSL CORP NEW(COST)3,5553,595+401,9142,0310.60%+117
INTERNATIONAL BUSINESS MACHS(IBM)8,7079,134+4271,1651,2820.38%+117
CISCO SYS INC(CSCO)41,61742,080+4632,1532,2620.67%+109
ENTERPRISE PRODS PARTNERS L(EPD)42,99945,278+2,2791,1331,2390.37%+106
T-MOBILE US INC(TMUS)04,680+4,68006550.19%+655
PROASSURANCE CORP027,293+27,29305160.15%+516
AFLAC INC(AFL)17,67217,422-2501,2341,3370.39%+104
GENERAL ELECTRIC CO(GE)06,080+6,08006720.20%+672
SELECT SECTOR SPDR TR
ST STR ENERG ETF
11,23911,203-369121,0130.30%+100
CVS HEALTH CORP(CVS)08,185+8,18505720.17%+572
TRAVELERS COMPANIES INC(TRV)7,4168,448+1,0321,2881,3800.41%+92
DUKE ENERGY CORP NEW(DUK)15,80217,097+1,2951,4181,5090.44%+91
INTEL CORP(INTC)39,81739,81701,3311,4160.42%+84
DIAMONDBACK ENERGY INC(FANG)03,121+3,12104830.14%+483
FEDEX CORP(FDX)02,740+2,74007260.21%+726
CITIGROUP INC(C)011,487+11,48704720.14%+472
JPMORGAN CHASE & CO(JPM)32,71733,258+5414,7584,8231.42%+65
DEVON ENERGY CORP NEW(DVN)08,849+8,84904220.12%+422
GLOBE LIFE INC10,65811,243+5851,1681,2220.36%+54
DELL TECHNOLOGIES INC(DELL)03,648+3,64802510.07%+251
BROADRIDGE FINL SOLUTIONS IN(BR)03,206+3,20605740.17%+574
VANGUARD WORLD FDS
ENERGY ETF
03,068+3,06803890.11%+389
CME GROUP INC(CME)02,807+2,80705620.17%+562
EATON CORP PLC(ETN)01,514+1,51403230.10%+323
NOVARTIS AG(NVS)05,954+5,95406060.18%+606
CARRIER GLOBAL CORPORATION(CARR)06,399+6,39903530.10%+353
AMERICAN INTL GROUP INC09,175+9,17505560.16%+556
EMERSON ELEC CO(EMR)05,111+5,11104940.15%+494
VANGUARD WORLD FD02,409+2,40903660.11%+366
CRESCENT ENERGY COMPANY(CRGY)012,939+12,93901640.05%+164
TRANE TECHNOLOGIES PLC(TT)02,556+2,55605190.15%+519
GENERAL DYNAMICS CORP(GD)4,9844,982-21,0721,1010.32%+29
PIONEER NAT RES CO01,178+1,17802700.08%+270
SPDR S&P 500 ETF TR(SPY)5,0385,290+2522,2332,2610.67%+28
ISHARES TR05,715+5,71502710.08%+271
MORGAN STANLEY(MS)010,147+10,14708290.24%+829
STAR BULK CARRIERS CORP.(SBLK)015,330+15,33002960.09%+296
WELLS FARGO CO NEW(WFC)19,15320,551+1,3988178400.25%+22
CELANESE CORP DEL(CE)02,170+2,17002720.08%+272
VANGUARD INDEX FDS03,849+3,84907500.22%+750
ISHARES TR06,744+6,74406400.19%+640
ISHARES TR08,283+8,28306180.18%+618
STARBUCKS CORP(SBUX)02,637+2,63702410.07%+241
UBER TECHNOLOGIES INC(UBER)05,785+5,78502660.08%+266
VANGUARD INDEX FDS04,942+4,94206470.19%+647
DUPONT DE NEMOURS INC(DD)04,752+4,75203540.10%+354
HEWLETT PACKARD ENTERPRISE C(HPE)024,941+24,94104330.13%+433
WATERS CORP(WAT)01,739+1,73904770.14%+477
CINCINNATI FINL CORP(CINF)02,303+2,30302360.07%+236
ALLSTATE CORP(ALL)03,779+3,77904210.12%+421
MASTERCARD INCORPORATED(MA)01,637+1,63706480.19%+648
RIO TINTO PLC(RIO)03,645+3,64502320.07%+232
LINDE PLC(LIN)2,3202,381+618848870.26%+2
AUTODESK INC01,015+1,01502100.06%+210
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