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Mitchell Mcleod Pugh & Williams Inc.
Independent, employee-owned investment advisory and wealth management firm serving clients nationwide from Mobile, Alabama. Offers comprehensive financial planning, retirement and pension consulting, and portfolio management for individuals, businesses, and institutions.
Investment Strategy
Comprehensive wealth management and financial planning with long-term strategies; manages portfolios across equities and ETFs focusing on large, mid, and small-cap US equities
Latest 13F Filing Activity
Mitchell Mcleod Pugh & Williams Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 270 equity positions with a total 13F market value of $537M. The fund increased holdings in Vanguard Index FDS, Nvidia Corporation, Microsoft Corp. among other positions. Mitchell Mcleod Pugh & Williams Inc. reduced exposure to Apple Inc., Unitedhealth Group Inc., Enstar Group Limited among others.
Top Holdings
Equity Positions (270)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.76% | $36.3M | 63,871 | $444.56 | $568.03 | +$4.1M |
V VUG | VANGUARD INDEX FDS | 6.65% | $35.7M | 81,415 | $270.08 | $438.40 | +$7.8M |
V VTV | VANGUARD INDEX FDS | 4.55% | $24.4M | 138,125 | $146.19 | $176.74 | +$2.9M |
A AAPL | APPLE INC | 4.52% | $24.3M | 118,287 | $46.22 | $205.17 | -$4.3M |
V VO | VANGUARD INDEX FDS | 4.30% | $23.1M | 82,570 | $233.79 | $279.83 | +$3.7M |
Industry Allocation
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