Top 50 Mitchell Mcleod Pugh & Williams Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.19% | 81.6K | $48.7M | +0.51%(+410) | $449.43(+51.84%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.73% | 104.4K | $45.6M | +6.48%(+6.35K) | $51.68(+69.32%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 5.68% | 196.0K | $38.5M | +5.40%(+10.05K) | $157.62(+32.20%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 4.93% | 116.3K | $33.4M | +6.65%(+7.26K) | $62.07(+24.12%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.57% | 122.0K | $31.0M | +0.10%(+124) | $57.53(+419.52%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.38% | 92.5K | $16.1M | -4.42%(-4.28K) | $45.05(+401.25%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.35% | 43.0K | $15.9M | +1.69%(+716) | $170.87(+137.15%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 1.99% | 51.5K | $13.5M | -2.21%(-1.17K) | $219.91(+29.90%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 1.86% | 163.4K | $12.6M | +4.66%(+7.27K) | $76.97(-0.46%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 1.72% | 40.6K | $11.7M | -0.15%(-63) | $106.74(+277.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.34% | +61.57% |
| Top 20 Holdings Unweighted | +19.47% | +70.51% |
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