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CIK: 0001836506
Total reported value
$272.2M
$272.2M
146 檔
10.3%
According to the latest 13F quarterly dataset, Mitchell & Pahl Private Wealth, LLC managed an equity portfolio of $272.2M at the end of Q4 2024, spanning 146 distinct U.S. exchange-listed positions.
In Q4 2024, Mitchell & Pahl Private Wealth, LLC displayed an active expansion posture, initiating 2 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.52% | +0.08% | +0.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.18% | -0.98% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.80% | +0.16% | -4.65% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.09% | +0.43% | +0.44% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.61% | -0.07% | +1.22% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 1.57% | — | +1.16% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 1.56% | -0.58% | +1.29% | |
| 8 | LIN | Linde plc | Stock-Materials | 1.52% | -0.07% | +2.70% | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.50% | -0.21% | +3.53% | |
| 10 | WM | Waste Management Inc | Stock-Industrials | 1.42% | -0.15% | +2.14% | |
| 11 | ECL | Ecolab Inc | Stock-Materials | 1.40% | -0.03% | +2.58% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.09% | +3.72% | |
| 13 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.34% | -0.21% | +4.77% | |
| 14 | MMM | 3m Co | Stock-Industrials | 1.31% | +0.04% | +3.63% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 1.30% | -0.08% | — | |
| 16 | AFL | Aflac Inc | Stock-Financials | 1.29% | -0.02% | +3.12% | |
| 17 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.29% | -0.08% | +3.11% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 1.27% | -0.20% | +2.57% | |
| 19 | IP | International Paper Co | Stock-Consumer Disc | 1.25% | +0.02% | +3.40% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.23% | -0.07% | +4.24% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.21% | -0.16% | +3.65% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 1.19% | -0.07% | +5.10% | |
| 23 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.18% | +0.13% | +3.67% | |
| 24 | ADP | Automatic Data Processing | Stock-Tech | 1.18% | +0.03% | +4.65% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.17% | — | +3.74% | |
| 26 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.17% | -0.08% | +3.25% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 1.17% | +0.50% | +3.65% | |
| 28 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 1.17% | -0.08% | +6.75% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 1.16% | +0.47% | +2.80% | |
| 30 | SRE | Sempra | Stock-Utilities | 1.16% | -0.15% | +3.93% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 1.15% | +0.01% | +4.29% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.11% | -0.07% | +3.07% | |
| 33 | FICO | Fair Isaac CORP | Stock-Tech | 1.08% | +0.03% | -0.17% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.05% | -5.84% | |
| 35 | PSX | Phillips 66 | Stock-Energy | 1.03% | -0.23% | +5.59% | |
| 36 | USB | US Bancorp | Stock-Financials | 1.02% | +0.09% | +3.81% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.26% | +5.77% | |
| 38 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 1.01% | -0.08% | +5.81% | |
| 39 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.99% | +0.02% | +8.06% | |
| 40 | T | At&t Inc | Stock-Comm Services | 0.94% | -0.35% | +4.30% | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 0.93% | -0.03% | +4.78% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.93% | -0.03% | +6.38% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.31% | +4.83% | |
| 44 | DOCU | Docusign Inc | Stock-Tech | 0.88% | -0.05% | +1.67% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.13% | -3.06% | |
| 46 | APO | Apollo Global Management Inc | Stock-Financials | 0.82% | -0.02% | -7.34% | |
| 47 | VLO | Valero Energy CORP | Stock-Energy | 0.81% | -0.05% | +7.98% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.80% | -0.16% | +11.14% | |
| 49 | UBS | UBS Group AG | Stock-Financials | 0.78% | +0.12% | +4.09% | |
| 50 | SYY | Sysco CORP | Stock-Consumer Staples | 0.77% | +0.08% | +7.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock Inc | +1.3% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.6% | -4.65% | Trim |
| 3 | DOCU | Docusign Inc | +0.3% | +1.67% | Add |
| 4 | AAPL | Apple Inc | +0.3% | +0.47% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.2% | +3.67% | Add |
| 6 | DIS | Walt Disney Co/the | +0.2% | +3.07% | Add |
| 7 | EMR | Emerson Electric Co | +0.2% | +4.29% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +3.65% | Add |
| 10 | IP | International Paper Co | +0.2% | +3.40% | Add |
| 11 | APO | Apollo Global Management Inc | +0.2% | -7.34% | Trim |
| 12 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +1.49% | Add |
| 13 | ADP | Automatic Data Processing | +0.1% | +4.65% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.76% | Add |
| 15 | SRE | Sempra | +0.1% | +3.93% | Add |
| 16 | IHG | Intercontinental Hotels-adr | +0.1% | +1.65% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +3.65% | Add |
| 18 | USB | US Bancorp | +0.1% | +3.81% | Add |
| 19 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +5.12% | Add |
| 20 | PPG | Ppg Industries Inc | -0.1% | -4.37% | Trim |
| 21 | PFE | Pfizer Inc | -0.1% | -35.24% | Trim |
| 22 | ZTS | Zoetis Inc | -0.1% | -4.03% | Trim |
| 23 | SMG | Scotts Miracle-gro Co | -0.1% | +6.23% | Add |
| 24 | NDSN | Nordson CORP | -0.1% | +7.62% | Add |
| 25 | ECL | Ecolab Inc | -0.1% | +2.58% | Add |
| 26 | PII | Polaris Inc | -0.1% | +10.55% | Add |
| 27 | TXN | Texas Instruments Inc | -0.1% | +2.80% | Add |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | -1.43% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.1% | -1.08% | Trim |
| 30 | CCI | Crown Castle Inc | -0.1% | +15.89% | Add |
| 31 | ABBV | Abbvie Inc | -0.1% | +3.72% | Add |
| 32 | SHW | Sherwin-williams Co/the | -0.1% | +3.74% | Add |
| 33 | MSFT | Microsoft CORP | -0.1% | -0.98% | Trim |
| 34 | JNJ | Johnson & Johnson | -0.1% | +4.24% | Add |
| 35 | KO | Coca-cola Co/the | -0.1% | -3.78% | Trim |
| 36 | PHG | Koninklijke Philips Nvr- Ny | -0.1% | +6.57% | Add |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | +3.53% | Add |
| 38 | MRK | Merck & Co. Inc. | -0.1% | -4.69% | Trim |
| 39 | PSX | Phillips 66 | -0.1% | +5.59% | Add |
| 40 | BCE | Bce Inc | -0.1% | +3.32% | Add |
| 41 | XOM | Exxon Mobil CORP | -0.1% | +1.29% | Add |
| 42 | NVS | Novartis Ag-sponsored Adr | -0.1% | +5.81% | Add |
| 43 | GD | General Dynamics CORP | -0.1% | +5.10% | Add |
| 44 | STX | Seagate Technology Holdings plc | -0.1% | -1.57% | Trim |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +3.48% | Add |
| 46 | LIN | Linde plc | -0.2% | +2.70% | Add |
| 47 | MDLZ | Mondelez International Inc-a | -0.2% | +6.75% | Add |
| 48 | NEE | Nextera Energy Inc | -0.2% | +2.57% | Add |
| 49 | UNH | Unitedhealth Group Inc | -0.3% | +0.44% | Add |
| 50 | BLKCHF | Blackrock Inc | -1.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Mitchell & Pahl Private Wealth, LLC reported a total U.S. public equity portfolio value of $272.2M across 146 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 10.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $2.8M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $2.5M
During Q4 2024, Mitchell & Pahl Private Wealth, LLC's top holdings by market value included AAPL (3.5%)、MSFT (3.1%)、AVGO (2.8%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q4 2024, Mitchell & Pahl Private Wealth, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 36 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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