MITCHELL & PAHL PRIVATE WEALTH, LLC - Portfolio overview

MITCHELL & PAHL PRIVATE WEALTH, LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 2.89%
2. AVGO - BROADCOM INC, 2.21%
3. MSFT - MICROSOFT CORP, 2.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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