StockDriftsStockDriftsTop 50 Mitchell & Pahl Private Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 2.9% | 28.2K | $7.1M | -5.11%(-1.52K) | $126.50(+136.25%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.22% | 17.7K | $5.5M | -24.32%(-5.69K) | $40.11(+939.16%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.2% | 14.6K | $5.4M | -2.87%(-432) | $235.38(+72.15%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.18% | 31.7K | $5.4M | -0.96%(-309) | $58.74(+158.05%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.82% | 18.4K | $4.5M | -0.86%(-160) | $154.58(+49.06%) | 2026-03-31 | |
| LIN | LINDE PLC | 1.6% | 8.0K | $3.9M | -0.03%(-2) | $268.66(+91.04%) | 2026-03-31 | |
| PSX | PHILLIPS 66 | 1.53% | 20.7K | $3.8M | +0.03%(+6) | $86.84(+97.85%) | 2026-03-31 | |
| VLO | VALERO ENERGY CORP | 1.52% | 15.2K | $3.8M | +2.50%(+370) | $89.50(+172.75%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 1.52% | 4.4K | $3.7M | -1.38%(-62) | $356.25(+168.19%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 1.48% | 39.2K | $3.6M | +0.02%(+7) | $73.42(+29.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.65% | +24.74% |
| Top 20 Holdings Unweighted | +7.62% | +24.63% |
Sign up free to track Mitchell & Pahl Private Wealth, Llc, compare funds side by side, and get alerts the moment positions change.