Fund HoldingsMITCHELL & PAHL PRIVATE WEALTH, LLC

Total Portfolio Value
$214.50M
Total Bought
$10.88M
Total Sold
$14.22M
Net Transaction
-$3.34M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
T-MOBILE US INC(TMUS)05,102+5,10201,3610.63%+1,361
MATADOR RES CO(MTDR)015,968+15,96808160.38%+816
AT&T INC(T)88,67989,483+8042,0192,5311.18%+511
WASTE MGMT INC DEL(WM)15,05615,111+553,0383,4981.63%+460
AMGEN INC(AMGN)06,317+6,31701,9680.92%+1,968
ABBVIE INC(ABBV)015,963+15,96303,3451.56%+3,345
JOHNSON & JOHNSON(JNJ)018,432+18,43203,0571.43%+3,057
LINDE PLC(LIN)07,826+7,82603,6441.70%+3,644
WEC ENERGY GROUP INC(WEC)26,59426,447-1472,5012,8821.34%+381
EXXON MOBIL CORP031,178+31,17803,7081.73%+3,708
MONDELEZ INTL INC(MDLZ)042,266+42,26602,8681.34%+2,868
VERIZON COMMUNICATIONS INC(VZ)055,712+55,71202,5271.18%+2,527
AMERICAN WTR WKS CO INC NEW11,36111,925+5641,4141,7590.82%+345
3M CO(MMM)21,65021,314-3362,7953,1301.46%+335
NOVARTIS AG(NVS)022,225+22,22502,4781.16%+2,478
CHEVRON CORP NEW(CVX)13,38013,423+431,9382,2451.05%+308
BERKLEY W R CORP21,58721,174-4131,2631,5070.70%+243
RTX CORPORATION(RTX)015,452+15,45202,0470.95%+2,047
ECOLAB INC(ECL)012,669+12,66903,2121.50%+3,212
UNITEDHEALTH GROUP INC(UNH)08,911+8,91104,6672.18%+4,667
MCDONALDS CORP(MCD)9,8789,774-1042,8643,0531.42%+190
STARBUCKS CORP(SBUX)17,66418,299+6351,6121,7950.84%+183
PHILLIPS 66(PSX)019,392+19,39202,3951.12%+2,395
VERTEX PHARMACEUTICALS INC(VRTX)02,149+2,14901,0420.49%+1,042
CHUBB LIMITED
COM
7,2087,163-451,9922,1631.01%+172
XCEL ENERGY INC(XEL)23,77024,816+1,0461,6051,7570.82%+152
HENRY JACK & ASSOC INC(JKHY)4,7075,305+5988259690.45%+144
HSBC HLDGS PLC(HSBC)23,77722,956-8211,1761,3180.61%+142
VALERO ENERGY CORP(VLO)14,18514,228+431,7391,8790.88%+140
COCA COLA CO(KO)015,669+15,66901,1220.52%+1,122
AFLAC INC(AFL)026,025+26,02502,8941.35%+2,894
SONY GROUP CORP(SONY)40,33638,585-1,7518549800.46%+126
SHERWIN WILLIAMS CO(SHW)07,534+7,53402,6311.23%+2,631
BRITISH AMERN TOB PLC(BTI)27,43826,740-6989971,1060.52%+110
VISA INC(V)3,7633,695-681,1891,2950.60%+106
SYSCO CORP(SYY)21,48823,291+1,8031,6431,7480.81%+105
CHEMED CORP NEW(CHE)1,1981,195-36357350.34%+101
AMERICAN INTL GROUP INC7,5827,490-925526510.30%+99
BERKSHIRE HATHAWAY INC DEL1,2261,22605566530.30%+97
ASTRAZENECA PLC(AZN)013,651+13,65101,0030.47%+1,003
WILLIAMS COS INC(WMB)18,39418,167-2279951,0860.51%+90
PARAMOUNT GLOBAL50,77051,913+1,1435316210.29%+90
BP PLC(BP)23,22122,890-3316867730.36%+87
AMERICAN TOWER CORP NEW(AMT)02,779+2,77906050.28%+605
TELEFONICA S A(TEFOF)151,279147,791-3,4886086890.32%+81
GENERAL DYNAMICS CORP(GD)09,672+9,67202,6361.23%+2,636
INTERNATIONAL BUSINESS MACHS(IBM)1,1441,303+1592513240.15%+73
TRAVELERS COMPANIES INC(TRV)3,3463,322-248068790.41%+73
CISCO SYS INC(CSCO)42,21641,565-6512,4992,5651.20%+66
RELX PLC(RELX)20,16019,463-6979169810.46%+65
COSTCO WHSL CORP NEW(COST)2,8362,810-262,5992,6581.24%+59
PROCTER AND GAMBLE CO(PG)020,524+20,52403,4981.63%+3,498
NATIONAL GRID PLC(NGG)11,73311,487-2466977540.35%+56
TELEDYNE TECHNOLOGIES INC(TDY)1,7671,750-178208710.41%+51
NUTRIEN LTD(NTR)12,53612,303-2335616110.28%+50
BCE INC(BCE)026,921+26,92106180.29%+618
FORTIS INC(FTS)17,27616,781-4957187650.36%+47
AUTOMATIC DATA PROCESSING IN8,6048,393-2112,5192,5641.20%+46
TOTALENERGIES SE(TTE)4,7154,659-562573010.14%+44
SUNCOR ENERGY INC NEW(SU)24,09023,343-7478609040.42%+44
SAP SE(SAP)5,1394,875-2641,2651,3090.61%+43
DOLBY LABORATORIES INC(DLB)14,77114,797+261,1541,1880.55%+35
UNILEVER PLC(UL)19,13718,800-3371,0851,1200.52%+34
PEPSICO INC(PEP)11,31911,701+3821,7211,7550.82%+33
ILLINOIS TOOL WKS INC(ITW)7,8858,195+3101,9992,0320.95%+33
COMCAST CORP NEW(CCZ)087,775+87,77503,2391.51%+3,239
AIR PRODS & CHEMS INC9,4849,422-622,7512,7791.30%+28
SANOFI(SNY)4,1814,134-472022290.11%+28
INTERNATIONAL PAPER CO(IP)49,56250,479+9172,6672,6931.26%+26
NORTHROP GRUMMAN CORP(NOC)47947902252450.11%+20
ENBRIDGE INC(ENB)10,22310,143-804344490.21%+16
KINDER MORGAN INC DEL(KMI)14,28614,264-223914070.19%+16
NUCOR CORP(NUE)03,879+3,87904670.22%+467
UNION PAC CORP(UNP)03,194+3,19407550.35%+755
MASTERCARD INCORPORATED(MA)1,7631,712-519289380.44%+10
JPMORGAN CHASE & CO.(JPM)1,4531,45303483560.17%+8
JOHNSON CTLS INTL PLC
SHS
7,9797,953-266306370.30%+7
RIO TINTO PLC(RIO)013,622+13,62208180.38%+818
VANGUARD WHITEHALL FDS3,2563,25604154200.20%+4
NIKE INC(NKE)16,87120,179+3,3081,2771,2810.60%+4
MANULIFE FINL CORP(MFC)7,3727,358-142262290.11%+3
BECTON DICKINSON & CO(BDX)1,3061,305-12962990.14%+3
ZOETIS INC(ZTS)03,844+3,84406330.30%+633
L3HARRIS TECHNOLOGIES INC(LHX)02,710+2,71005670.26%+567
FREEPORT-MCMORAN INC(FCX)013,934+13,93405280.25%+528
NEXTERA ENERGY INC(NEE)038,226+38,22602,7101.26%+2,710
MARSH & MCLENNAN COS INC(MRSH)1,3991,192-2072972910.14%-6
PUBLIC SVC ENTERPRISE GRP IN(PEG)3,7743,769-53193100.14%-9
TE CONNECTIVITY PLC(TEL)5,2085,190-187457330.34%-11
BOEING CO(BA)1,8491,84903273150.15%-12
PFIZER INC(PFE)08,789+8,78902230.10%+223
NORDSON CORP(NDSN)04,381+4,38108840.41%+884
KONINKLIJKE PHILIPS N V(PHG)034,978+34,97808880.41%+888
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
09,666+9,66608210.38%+821
TEXAS INSTRS INC(TXN)013,727+13,72702,4671.15%+2,467
METLIFE INC(MET)9,8759,787-888097860.37%-23
COPART INC(CPRT)20,04119,849-1921,1501,1230.52%-27
CARRIER GLOBAL CORPORATION(CARR)5,0875,036-513473190.15%-28
EQUIFAX INC(EFX)3,1123,131+197937630.36%-31
UBS GROUP AG(UBS)55,39753,756-1,6411,6801,6470.77%-33
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