Mitchell--Pahl-Private-Wealth

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "NTR",
  "BCE",
  "MMM",
  "ABBV",
  "APD",
  "AIG",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "AVGO",
  "WRB",
  "PHG",
  "PII",
  "FCX",
  "IBKR",
  "GD",
  "HD",
  "AZN",
  "MCD",
  "FTS",
  "UNP",
  "HSBC",
  "ITW",
  "EMR",
  "KMI",
  "LHX",
  "LIN",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "EXPO",
  "FICO",
  "NVS",
  "BX",
  "NOC",
  "PEP",
  "PNC",
  "UNH",
  "AAPL",
  "ECL",
  "GS",
  "ENB",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PARA",
  "PPG",
  "RELX",
  "SHW",
  "SRE",
  "RIO",
  "RTX",
  "STX",
  "SAP",
  "BP",
  "AMT",
  "IBM",
  "SBUX",
  "TEL",
  "TXN",
  "TGT",
  "TM",
  "TRV",
  "UBS",
  "UL",
  "UPS",
  "MET",
  "SITE",
  "NGG",
  "TTE",
  "TEF",
  "SU",
  "SNY",
  "TSM",
  "SMG",
  "VYM",
  "VRTX",
  "TT",
  "MTDR",
  "MTN",
  "ADSK",
  "AFL",
  "SONY",
  "IP",
  "WEC",
  "DEO",
  "WM",
  "EFX",
  "PEG",
  "FDS",
  "NVO",
  "AMZN",
  "USB",
  "VLO",
  "V",
  "WMB",
  "XEL",
  "ELAN",
  "IHG",
  "JKHY",
  "NDSN",
  "JCI",
  "MFC",
  "TER",
  "PSX",
  "TDY",
  "SYY",
  "LII",
  "NUE",
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  "BA",
  "BTI",
  "CARR",
  "CRL",
  "CHE",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "COO",
  "CPRT",
  "COST",
  "DLB",
  "DOCU",
  "NEE",
  "NKE",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "AWK",
  "APO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 145
Total Value: 214502748
Accession Number: 0001085146-25-001973
Form Type: 13F-HR
CIK: mitchell--pahl-private-wealth
Manager Name: Mitchell--Pahl-Private-Wealth

Data Enrichment

100% identified

145 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

145 positions • $214.5M total value

145 positions • $214.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTERNATIONAL PAPER CO /NEW/

Shares:50.5K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$214.5M)

COSTCO WHOLESALE CORP /NEW

Shares:2.8K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$214.5M)

GENERAL DYNAMICS CORP

Shares:9.7K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$214.5M)

SHERWIN WILLIAMS CO

Shares:7.5K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$214.5M)

CISCO SYSTEMS, INC.

Shares:41.6K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$214.5M)

AUTOMATIC DATA PROCESSING INC

Shares:8.4K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$214.5M)

BlackRock, Inc.

Shares:2.7K

Value:$2.6M

% of Portfolio:1.2% ($2.6M/$214.5M)

AT&T INC.

Shares:89.5K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$214.5M)

VERIZON COMMUNICATIONS INC

Shares:55.7K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$214.5M)

NOVARTIS AG

Shares:22.2K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$214.5M)

TEXAS INSTRUMENTS INC

Shares:13.7K

Value:$2.5M

% of Portfolio:1.1% ($2.5M/$214.5M)

GOLDMAN SACHS GROUP INC

Shares:4.5K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$214.5M)

Phillips 66

Shares:19.4K

Value:$2.4M

% of Portfolio:1.1% ($2.4M/$214.5M)

CHEVRON CORP

Shares:13.4K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$214.5M)

Walt Disney Co

Shares:22.2K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$214.5M)

Chubb Ltd

Shares:7.2K

Value:$2.2M

% of Portfolio:1.0% ($2.2M/$214.5M)

EMERSON ELECTRIC CO

Shares:19.5K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$214.5M)

SEMPRA

Shares:29.2K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$214.5M)

RTX Corp

Shares:15.5K

Value:$2.0M

% of Portfolio:1.0% ($2.0M/$214.5M)

ILLINOIS TOOL WORKS INC

Shares:8.2K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$214.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	50.5K	QoQ +1.85% (+917) YoY +5.44% (+2.6K)	All Managers (Combined)	$2.7M	1.3% ($2.7M/$214.5M)	QoQ +0.96% (+$25.6K) YoY +44.17% (+$825.1K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.8K	QoQ -0.91% (-26) YoY +3.08% (+84)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$214.5M)	QoQ +2.27% (-$59.1K) YoY +33.05% (+$660.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	9.7K	QoQ -0.38% (-37) YoY +33.60% (+2.4K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$214.5M)	QoQ +3.05% (-$78.2K) YoY +28.92% (+$591.4K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	7.5K	QoQ +2.08% (+154) YoY +6.00% (+427)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$214.5M)	QoQ +4.86% (+$122.1K) YoY +6.57% (+$162.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	41.6K	QoQ -1.54% (-651) YoY +9.82% (+3.7K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$214.5M)	QoQ +2.63% (-$65.8K) YoY +35.79% (+$676.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	8.4K	QoQ -2.45% (-211) YoY +2.89% (+236)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$214.5M)	QoQ +1.81% (-$45.7K) YoY +25.87% (+$527.1K)
BlackRock, Inc.(BLKcusip09290D101)	2.7K	QoQ -0.40% (-11) YoY NEW(+2.7K)	All Managers (Combined)	$2.6M	1.2% ($2.6M/$214.5M)	QoQ -8.04% (-$223.2K) YoY NEW(+$2.6M)
AT&T INC.(Tcusip00206R102)	89.5K	QoQ +0.90% (+804) YoY +13.64% (+10.7K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$214.5M)	QoQ +25.32% (+$511.4K) YoY +82.60% (+$1.1M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	55.7K	QoQ +3.19% (+1.7K) YoY +11.49% (+5.7K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$214.5M)	QoQ +17.05% (+$368.2K) YoY +20.53% (+$430.5K)
NOVARTIS AG(NVScusip66987V109)	22.2K	QoQ +0.18% (+41) YoY +5.50% (+1.2K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$214.5M)	QoQ +14.77% (+$318.9K) YoY +21.58% (+$439.9K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	13.7K	QoQ +3.42% (-455) YoY +7.71% (+983)	All Managers (Combined)	$2.5M	1.1% ($2.5M/$214.5M)	QoQ -0.87% (-$21.9K) YoY +11.10% (+$246.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	4.5K	QoQ +1.63% (-72) YoY +6.89% (+289)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$214.5M)	QoQ -3.03% (-$76.7K) YoY +39.79% (+$696.6K)
Phillips 66(PSXcusip718546104)	19.4K	QoQ -0.22% (-44) YoY +9.10% (-1.6K)	All Managers (Combined)	$2.4M	1.1% ($2.4M/$214.5M)	QoQ +8.13% (-$180.2K) YoY -17.52% (-$508.6K)
CHEVRON CORP(CVXcusip166764100)	13.4K	QoQ +0.32% (+43) YoY +16.28% (+1.9K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$214.5M)	QoQ +15.87% (+$307.6K) YoY +23.32% (+$424.6K)
Walt Disney Co(DIScusip254687106)	22.2K	QoQ +3.87% (-827) YoY +16.29% (-3.1K)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$214.5M)	QoQ -7.92% (-$188.3K) YoY -6.19% (-$144.4K)
Chubb Ltd(CBcusipH1467J104)	7.2K	QoQ -0.62% (-45) YoY +4.61% (+316)	All Managers (Combined)	$2.2M	1.0% ($2.2M/$214.5M)	QoQ +8.61% (-$171.6K) YoY +21.91% (+$388.9K)
EMERSON ELECTRIC CO(EMRcusip291011104)	19.5K	QoQ -1.80% (-358) YoY +4.90% (+911)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$214.5M)	QoQ -13.12% (-$322.5K) YoY +1.41% (+$29.7K)
SEMPRA(SREcusip816851109)	29.2K	QoQ +3.22% (-913) YoY +11.35% (+3.0K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$214.5M)	QoQ -16.02% (-$398.1K) YoY +10.62% (+$200.4K)
RTX Corp(RTXcusip75513E101)	15.5K	QoQ -0.91% (-142) YoY +7.08% (+1.0K)	All Managers (Combined)	$2.0M	1.0% ($2.0M/$214.5M)	QoQ +13.42% (-$242.2K) YoY +45.43% (+$639.4K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	8.2K	QoQ +3.93% (+310) YoY +13.36% (+966)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$214.5M)	QoQ +1.65% (+$33.1K) YoY +4.77% (+$92.6K)