Universe · entity
MITCHELL MCLEOD PUGH & WILLIAMS INC
Institutional manager (13F) · CIK 1632105
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $475M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $49M | 81,582 |
| 2 | VANGUARD INDEX FDS | $46M | 104,357 |
| 3 | VANGUARD INDEX FDS | $38M | 196,004 |
| 4 | VANGUARD INDEX FDS | $33M | 116,327 |
| 5 | APPLE INC | $31M | 122,000 |
| 6 | NVIDIA CORPORATION | $16M | 92,468 |
| 7 | MICROSOFT CORP | $16M | 43,050 |
| 8 | VANGUARD INDEX FDS | $13M | 51,535 |
| 9 | VANGUARD BD INDEX FDS | $13M | 163,398 |
| 10 | ALPHABET INC | $12M | 40,615 |
| 11 | BERKSHIRE HATHAWAY INC DEL | $11M | 23,285 |
| 12 | PACER FDS TR | $9M | 151,159 |
| 13 | VANGUARD TAX-MANAGED FDS | $9M | 144,115 |
| 14 | JPMORGAN CHASE & CO | $9M | 30,725 |
| 15 | AMAZON COM INC | $9M | 43,194 |
| 16 | FIDELITY COVINGTON TRUST | $9M | 174,305 |
| 17 | BROADCOM INC | $9M | 27,675 |
| 18 | CATERPILLAR INC | $7M | 10,377 |
| 19 | JOHNSON & JOHNSON | $7M | 27,868 |
| 20 | EXXON MOBIL CORP | $7M | 40,100 |
| 21 | SOUTHERN CO | $7M | 67,387 |
| 22 | WALMART INC | $6M | 50,964 |
| 23 | VANGUARD STAR FDS | $6M | 75,169 |
| 24 | ELI LILLY & CO | $6M | 6,224 |
| 25 | SERVISFIRST BANCSHARES INC | $6M | 78,063 |
| 26 | VANGUARD INDEX FDS | $6M | 17,526 |
| 27 | CHEVRON CORPORATION | $5M | 23,607 |
| 28 | HOME DEPOT INC | $5M | 14,821 |
| 29 | TESLA INC | $5M | 12,539 |
| 30 | APPLIED MATLS INC | $4M | 12,877 |
| 31 | SPDR GOLD TR | $4M | 9,521 |
| 32 | ALPHABET INC | $4M | 14,055 |
| 33 | META PLATFORMS INC | $4M | 6,919 |
| 34 | ABBVIE INC | $4M | 17,356 |
| 35 | STATE STR SPDR S&P 500 ETF T | $4M | 5,552 |
| 36 | BERKSHIRE HATHAWAY INC DEL | $4M | 5 |
| 37 | INVESCO QQQ TR | $4M | 6,204 |
| 38 | PROCTER & GAMBLE CO | $3M | 23,939 |
| 39 | COSTCO WHOLESALE CORPORATION | $3M | 3,432 |
| 40 | ENTERPRISE PRODS PARTNERS L | $3M | 85,538 |
| 41 | VANGUARD MUN BD FDS | $3M | 64,823 |
| 42 | RTX CORPORATION | $3M | 16,697 |
| 43 | AMERICAN EXPRESS CO | $3M | 10,550 |
| 44 | INTERNATIONAL BUSINESS MACHS | $3M | 13,131 |
| 45 | VANGUARD INTL EQUITY INDEX F | $3M | 58,293 |
| 46 | DIMENSIONAL ETF TRUST | $3M | 74,293 |
| 47 | CORNING INC | $3M | 22,098 |
| 48 | MERCK & CO INC | $3M | 23,390 |
| 49 | BANK AMERICA CORP | $3M | 57,533 |
| 50 | VANGUARD BD INDEX FDS | $3M | 36,340 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.