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Mitchell & Pahl Private Wealth, LLC
Mitchell & Pahl Private Wealth, LLC is a fee-only registered investment adviser offering portfolio management, financial planning, and wealth management services.
Investment Strategy
Customized investment plans based on clients' individual needs, including discretionary and non-discretionary management
Latest 13F Filing Activity
Mitchell & Pahl Private Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 144 equity positions with a total 13F market value of $238M. The fund increased holdings in Apple Inc., Broadcom Inc., Alphabet Inc. among other positions. Mitchell & Pahl Private Wealth, LLC reduced exposure to Paramount Global, Comcast Corp. New, Texas Instrs Inc. among others.
Top Holdings
Equity Positions (144)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.37% | $8.0M | 15,497 | $240.53 | $517.95 | +$207.9K |
A AVGO | BROADCOM INC | 3.35% | $8.0M | 24,205 | $43.79 | $329.91 | +$1.2M |
A AAPL | APPLE INC | 3.20% | $7.6M | 29,989 | $137.15 | $254.63 | +$1.4M |
A ABBV | ABBVIE INC | 1.58% | $3.8M | 16,289 | $117.70 | $231.54 | +$732.4K |
L LIN | LINDE PLC | 1.56% | $3.7M | 7,854 | $358.92 | $475.00 | +$29.8K |
Industry Allocation
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