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Buffington Mohr McNeal

Latest statistics and disclosures from Buffington Mohr McNeal's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, MSFT, COST, IVV, XLK, and represent 26.90% of Buffington Mohr McNeal's stock portfolio.
Added to shares of these 10 stocks: JAAA (+$8.8M), AVGO (+$5.2M), IVV, PH, GOOG, CALF, AAPL, JIRE, RSG, ARWR.
Started 8 new stock positions in SO, VB, IBMR, ARWR, PH, IBMS, EMR, IBMO.
Reduced shares in these 10 stocks: HON (-$8.1M), IBDQ, RSP, GOOGL, ABT, SPGI, IGEB, APD, IGSB, ACN.
Sold out of its position in EWG.
Buffington Mohr McNeal was a net buyer of stock by $15M.
Buffington Mohr McNeal has $608M in assets under management (AUM), dropping by 6.63%.
Central Index Key (CIK): 0001317829

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Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 130 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Etf Etf (SCHX)	7.8	$48M		702k	67.85	View chart
Microsoft Corp Stock (MSFT)	5.3	$32M		75k	430.30	View chart
Costco Whsl Corp Stock (COST)	5.2	$31M		35k	886.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	4.7	$28M	+16%	49k	576.82	View chart
Technology Select Sector Spdr Fund Etf (XLK)	4.0	$24M		107k	225.76	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	2.9	$18M	+5%	385k	46.52	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	2.9	$18M	+4%	271k	66.03	View chart
Danaher Corporation Stock (DHR)	2.9	$18M		63k	278.02	View chart
Thermo Fisher Scientific Stock (TMO)	2.8	$17M		27k	618.56	View chart
Amphenol Corp New Cl A Stock (APH)	2.7	$17M		253k	65.16	View chart
United Rentals Stock (URI)	2.6	$16M		20k	809.71	View chart
Kkr & Co Stock (KKR)	2.5	$15M		117k	130.58	View chart
Jpmorgan Chase & Co Stock (JPM)	2.4	$14M		68k	210.86	View chart
Ishares Ibonds 2026 Corp Bond Etf (IBDR)	2.3	$14M	+3%	585k	24.30	View chart
Ishares Ibonds 2031 Corp Bond Etf (IBDW)	2.2	$14M	+4%	643k	21.22	View chart
Ishares Ibonds 2030 Corp Bond Etf (IBDV)	2.2	$14M	+2%	608k	22.17	View chart
Apple Stock (AAPL)	2.2	$13M	+6%	57k	233.00	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	1.9	$12M	+293%	232k	50.88	View chart
Amazon Stock (AMZN)	1.9	$12M	+4%	62k	186.33	View chart
Visa Inc Com Cl A Stock (V)	1.9	$11M		42k	274.95	View chart
Ametek Stock (AME)	1.8	$11M		64k	171.71	View chart
Advanced Micro Devices Stock (AMD)	1.6	$10M	+3%	61k	164.08	View chart
Merck & Co Stock (MRK)	1.6	$9.5M		84k	113.56	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.5	$9.1M	+28%	54k	167.19	View chart
Air Prods & Chems Stock (APD)	1.5	$9.0M	-3%	30k	297.74	View chart
Ecolab Stock (ECL)	1.4	$8.6M	+3%	34k	255.33	View chart
Abbott Labs Stock (ABT)	1.4	$8.4M	-7%	73k	114.01	View chart
Republic Svcs Stock (RSG)	1.3	$8.1M	+8%	40k	200.84	View chart
Ishares Ibonds 2025 Corp Bond Etf (IBDQ)	1.3	$7.9M	-34%	316k	25.10	View chart
Bank America Corp Stock (BAC)	1.3	$7.7M	+2%	195k	39.68	View chart
S&p Global Stock (SPGI)	1.1	$6.9M	-7%	13k	516.62	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	1.0	$6.0M	+3%	121k	49.92	View chart
Fiserv Stock (FI)	1.0	$5.9M		33k	179.65	View chart
Broadcom Stock (AVGO)	0.9	$5.6M	+1103%	33k	172.50	View chart
Elevance Health Stock (ELV)	0.9	$5.6M	+7%	11k	520.00	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.9	$5.5M	-20%	31k	179.16	View chart
Home Depot Stock (HD)	0.8	$5.0M		12k	405.20	View chart
Micron Technology Stock (MU)	0.8	$4.7M		45k	103.71	View chart
Chevron Corp Stock (CVX)	0.7	$4.2M		29k	147.27	View chart
Ishares Short Term Corporate Bond Etf (IGSB)	0.6	$3.6M	-8%	68k	52.66	View chart
Parker-hannifin Corp Stock (PH)	0.5	$3.0M	NEW	4.8k	631.82	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$2.9M		46k	62.32	View chart
Marvell Technology Stock (MRVL)	0.4	$2.6M		36k	72.12	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$2.4M	-28%	15k	165.85	View chart
Eli Lilly & Co Stock (LLY)	0.4	$2.4M	-4%	2.7k	885.96	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$2.2M	+7%	4.1k	527.71	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$2.2M	+11%	4.7k	460.23	View chart
Honeywell Intl Stock (HON)	0.3	$2.0M	-79%	9.9k	206.71	View chart
Nxp Semiconductors N V Stock (NXPI)	0.3	$1.9M		8.0k	240.00	View chart
Unilever Adr (UL)	0.3	$1.9M		30k	64.96	View chart
Rtx Corporation Stock (RTX)	0.3	$1.9M		15k	121.16	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$1.7M		9.7k	174.50	View chart
Nextera Energy Stock (NEE)	0.3	$1.6M		19k	84.53	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.3	$1.6M	-21%	34k	46.47	View chart
Texas Instrs Stock (TXN)	0.2	$1.5M		7.2k	206.57	View chart
Us Bancorp Del Stock (USB)	0.2	$1.5M		32k	45.73	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$1.4M	+54%	59k	24.37	View chart
Vulcan Matls Stock (VMC)	0.2	$1.4M		5.5k	250.43	View chart
Wells Fargo Stock (WFC)	0.2	$1.3M		23k	56.49	View chart
Carrier Global Corporation Stock (CARR)	0.2	$1.2M		15k	80.49	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.2	$1.2M		25k	48.74	View chart
Walmart Stock (WMT)	0.2	$1.2M	+10%	15k	80.75	View chart
First Solar Stock (FSLR)	0.2	$1.2M	+21%	4.8k	249.44	View chart
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI)	0.2	$1.2M	-7%	32k	37.67	View chart
Morgan Stanley Stock (MS)	0.2	$1.2M		11k	104.24	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.2M	+3%	2.1k	573.76	View chart
Ishares Ibonds 2024 Corp Bond Etf (IBDP)	0.2	$1.2M		47k	25.21	View chart
Nike Inc Cl B Stock (NKE)	0.2	$1.2M		13k	88.40	View chart
Coca Cola Stock (KO)	0.2	$1.1M	-5%	16k	71.86	View chart
Eaton Corp Stock (ETN)	0.2	$1.1M	+6%	3.4k	331.44	View chart
Nvidia Corporation Stock (NVDA)	0.2	$1.1M	+2%	9.2k	121.44	View chart
Idex Corp Stock (IEX)	0.2	$1.1M		5.1k	214.50	View chart
Teleflex Incorporated Stock (TFX)	0.2	$1.1M		4.4k	247.32	View chart
Unitedhealth Group Stock (UNH)	0.2	$1.0M		1.8k	584.79	View chart
Centene Corp Del Stock (CNC)	0.2	$984k		13k	75.28	View chart
Tjx Cos Stock (TJX)	0.2	$934k		7.9k	117.54	View chart
Ansys Stock (ANSS)	0.2	$924k		2.9k	318.63	View chart
Fedex Corp Stock (FDX)	0.1	$893k		3.3k	273.69	View chart
Church & Dwight Stock (CHD)	0.1	$869k		8.3k	104.72	View chart
Union Pac Corp Stock (UNP)	0.1	$829k		3.4k	246.48	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$820k	+9%	7.0k	117.22	View chart
Crown Castle Reit (CCI)	0.1	$807k		6.8k	118.63	View chart
Oracle Corp Stock (ORCL)	0.1	$804k		4.7k	170.40	View chart
Automatic Data Processing Stock (ADP)	0.1	$683k	-8%	2.5k	276.73	View chart
American Wtr Wks Stock (AWK)	0.1	$647k		4.4k	146.24	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$619k	-28%	1.8k	353.48	View chart
Johnson & Johnson Stock (JNJ)	0.1	$598k	-3%	3.7k	162.06	View chart
M & T Bk Corp Stock (MTB)	0.1	$597k		3.4k	178.12	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$586k		1.2k	487.98	View chart
Arrowhead Pharmaceuticals Stock (ARWR)	0.1	$581k	NEW	30k	19.37	View chart
Leidos Holdings Stock (LDOS)	0.1	$575k	+3%	3.5k	163.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$538k	+84%	1.9k	283.21	View chart
Newmont Corp Stock (NEM)	0.1	$526k		9.8k	53.45	View chart
Pepsico Stock (PEP)	0.1	$519k		3.1k	170.05	View chart
Idacorp Stock (IDA)	0.1	$513k	-9%	5.0k	103.09	View chart
Pacific Premier Bancorp Stock (PPBI)	0.1	$484k		19k	25.16	View chart
Corning Stock (GLW)	0.1	$462k		10k	45.15	View chart
International Business Machs Stock (IBM)	0.1	$439k		2.0k	221.08	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$435k		2.2k	198.06	View chart
Veralto Corp Stock (VLTO)	0.1	$424k		3.8k	111.86	View chart
Spdr Gold Shares Etf (GLD)	0.1	$411k	+23%	1.7k	243.06	View chart
Ishares Esg Screened S&p 500 Etf Etf (XVV)	0.1	$410k		9.3k	44.22	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$408k	-13%	5.1k	79.42	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.1	$407k		3.7k	108.80	View chart
Global X Copper Miners Etf Etf (COPX)	0.1	$378k		8.0k	47.27	View chart
Henry Schein Stock (HSIC)	0.1	$368k	-4%	5.1k	72.90	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$350k	+5%	1.6k	220.89	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$342k	+2%	2.9k	116.96	View chart
Abbvie Stock (ABBV)	0.1	$332k		1.7k	197.48	View chart
3M Stock (MMM)	0.1	$314k		2.3k	136.70	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$307k	-16%	4.9k	62.69	View chart
Aflac Stock (AFL)	0.0	$291k		2.6k	111.80	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$290k	-3%	2.1k	136.35	View chart
Verizon Communications Stock (VZ)	0.0	$278k		6.2k	44.91	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$269k		459.00	586.52	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$257k		2.3k	110.63	View chart
Southern Stock (SO)	0.0	$257k	NEW	2.8k	90.18	View chart
Ishares Ibonds Dec 2030 Term Muni Bond Etf Etf (IBMS)	0.0	$256k	NEW	9.9k	25.86	View chart
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR)	0.0	$255k	NEW	10k	25.49	View chart
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO)	0.0	$253k	NEW	9.9k	25.66	View chart
Mcdonalds Corp Stock (MCD)	0.0	$247k	-9%	810.00	304.60	View chart
Caterpillar Stock (CAT)	0.0	$245k		625.00	391.12	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$241k		4.0k	61.11	View chart
Intuitive Surgical Stock (ISRG)	0.0	$234k		476.00	491.27	View chart
Edwards Lifesciences Corp Stock (EW)	0.0	$231k	-48%	3.5k	65.99	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$227k		2.7k	85.54	View chart
Qualcomm Stock (QCOM)	0.0	$226k	-5%	1.3k	170.08	View chart
Emerson Elec Stock (EMR)	0.0	$221k	NEW	2.0k	109.37	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$219k		7.5k	29.11	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$210k	NEW	885.00	237.21	View chart

Past Filings by Buffington Mohr McNeal

SEC 13F filings are viewable for Buffington Mohr McNeal going back to 2010

Buffington Mohr McNeal 2024 Q3 filed Oct. 16, 2024
Buffington Mohr McNeal 2024 Q2 filed July 11, 2024
Buffington Mohr McNeal 2024 Q1 filed April 18, 2024
Buffington Mohr McNeal 2023 Q4 filed Jan. 30, 2024
Buffington Mohr McNeal 2023 Q3 filed Oct. 25, 2023
Buffington Mohr McNeal 2023 Q2 filed July 25, 2023
Buffington Mohr McNeal 2023 Q1 filed April 26, 2023
Buffington Mohr McNeal 2022 Q4 filed Jan. 19, 2023
Buffington Mohr McNeal 2022 Q3 filed Oct. 11, 2022
Buffington Mohr McNeal 2022 Q2 filed July 19, 2022
Buffington Mohr McNeal 2022 Q1 filed May 2, 2022
Buffington Mohr McNeal 2021 Q4 filed Jan. 27, 2022
Buffington Mohr McNeal 2021 Q3 filed Oct. 13, 2021
Buffington Mohr McNeal 2021 Q2 filed July 28, 2021
Buffington Mohr McNeal 2021 Q1 filed April 14, 2021
Buffington Mohr McNeal 2020 Q4 filed Jan. 20, 2021

View all past filings

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