Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MITCHELL MCLEOD PUGH & WILLIAMS INC 02-05-2024 12-31-2023 295 377,785,085
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $28,828,252 149,734 0.01 0.01 -5,658 -3.64 12-31-2023
VANGUARD INDEX FDS S&P 500 ETF SHS 2 $19,114,375 43,760 0.01 0.00 5,560 14.55 12-31-2023
VANGUARD INDEX FDS GROWTH ETF 3 $18,246,793 58,694 0.00 0.00 -1,913 -3.16 12-31-2023
MICROSOFT CORP COM 4 $14,364,954 38,201 0.00 0.00 -573 -1.48 12-31-2023
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