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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, XLK, IVV, and represent 25.82% of Buffington Mohr McNeal's stock portfolio.
Added to shares of these 10 stocks: CALF (+$6.6M), IJH, GOOG, AVGO, RSP, RSG, IVV, JIRE, IBDV, IBDW.
Started 6 new stock positions in CAT, VB, AVGO, ETN, QCOM, LDOS.
Reduced shares in these 10 stocks: , TXN, SCHX, SPGI, PFE, XLK, HON, COST, DIS, AWK.
Sold out of its positions in BR, CSCO, DIS, PFE, SBUX, VO.
Buffington Mohr McNeal was a net buyer of stock by $15M.
Buffington Mohr McNeal has $552M in assets under management (AUM), dropping by 10.99%.
Central Index Key (CIK): 0001317829

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Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 129 positions in its portfolio as reported in the March 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	$43M	-3%	691k	62.06	View chart
Microsoft Corp Stock (MSFT)	5.6	$31M		73k	420.72	View chart
Costco Whsl Corp Stock (COST)	4.7	$26M		36k	732.62	View chart
Technology Select Sector Spdr Fund Etf (XLK)	4.1	$22M		108k	208.27	View chart
Ishares Core S&p 500 Etf Etf (IVV)	3.7	$20M	+8%	39k	525.73	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	3.0	$17M	+65%	337k	49.16	View chart
Thermo Fisher Scientific Stock (TMO)	2.9	$16M		28k	581.22	View chart
Danaher Corporation Stock (DHR)	2.9	$16M		64k	249.72	View chart
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)	2.8	$16M	+10%	250k	62.62	View chart
Amphenol Corp New Cl A Stock (APH)	2.7	$15M		131k	115.35	View chart
United Rentals Stock (URI)	2.7	$15M		21k	721.10	View chart
Ishares Ibonds 2026 Corp Bond Etf (IBDR)	2.5	$14M	+4%	570k	23.85	View chart
Jpmorgan Chase & Co Stock (JPM)	2.4	$13M		65k	200.30	View chart
Ishares Ibonds 2025 Corp Bond Etf (IBDQ)	2.3	$13M	+4%	516k	24.81	View chart
Ishares Ibonds 2030 Corp Bond Etf (IBDV)	2.3	$13M	+11%	587k	21.40	View chart
Ishares Ibonds 2031 Corp Bond Etf (IBDW)	2.2	$12M	+11%	606k	20.49	View chart
Kkr & Co Stock (KKR)	2.2	$12M		119k	100.58	View chart
Ametek Stock (AME)	2.1	$12M		63k	182.90	View chart
Visa Inc Com Cl A Stock (V)	2.0	$11M		40k	279.08	View chart
Merck & Co Stock (MRK)	2.0	$11M	+7%	83k	131.95	View chart
Abbott Labs Stock (ABT)	1.9	$11M		93k	113.66	View chart
Honeywell Intl Stock (HON)	1.9	$10M	-3%	50k	205.25	View chart
Advanced Micro Devices Stock (AMD)	1.8	$10M	-2%	56k	180.49	View chart
Amazon Stock (AMZN)	1.8	$10M	+4%	56k	180.38	View chart
Apple Stock (AAPL)	1.7	$9.2M	+7%	54k	171.48	View chart
Air Prods & Chems Stock (APD)	1.4	$7.6M	-2%	31k	242.27	View chart
Ecolab Stock (ECL)	1.3	$7.3M		32k	230.90	View chart
S&p Global Stock (SPGI)	1.2	$6.8M	-12%	16k	425.46	View chart
Bank America Corp Stock (BAC)	1.2	$6.5M	+4%	170k	37.92	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.2	$6.4M	+43%	38k	169.37	View chart
Republic Svcs Stock (RSG)	1.1	$6.3M	+37%	33k	191.44	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	1.1	$5.8M	+57%	38k	152.26	View chart
Fiserv Stock (FI)	1.0	$5.7M	-2%	36k	159.82	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	1.0	$5.3M	+4%	114k	47.02	View chart
Micron Technology Stock (MU)	1.0	$5.3M		45k	117.89	View chart
Elevance Health Stock (ELV)	0.9	$4.8M	+21%	9.2k	518.55	View chart
Home Depot Stock (HD)	0.8	$4.6M	+4%	12k	383.60	View chart
Chevron Corp Stock (CVX)	0.8	$4.5M		28k	157.74	View chart
Ishares Short Term Corporate Bond Etf (IGSB)	0.7	$4.1M	+6%	80k	51.28	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$3.2M	-4%	21k	150.93	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.5	$2.8M	+393%	47k	60.74	View chart
Marvell Technology Stock (MRVL)	0.5	$2.8M		39k	70.88	View chart
Eli Lilly & Co Stock (LLY)	0.4	$2.3M		3.0k	777.96	View chart
Broadcom Stock (AVGO)	0.4	$2.0M	NEW	1.5k	1325.41	View chart
Nxp Semiconductors N V Stock (NXPI)	0.4	$2.0M		8.2k	247.76	View chart
Ishares Investment Grade Systematic Bond Etf Etf (IGEB)	0.3	$1.9M	+11%	42k	44.85	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.9M		4.4k	420.49	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$1.8M		3.8k	480.70	View chart
Rtx Corporation Stock (RTX)	0.3	$1.6M	+14%	16k	97.53	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.3	$1.5M	-7%	9.8k	155.84	View chart
Vulcan Matls Stock (VMC)	0.3	$1.5M		5.5k	272.92	View chart
Us Bancorp Del Stock (USB)	0.3	$1.4M		32k	44.70	View chart
Unilever Adr (UL)	0.2	$1.4M		27k	50.19	View chart
Wells Fargo Stock (WFC)	0.2	$1.3M	-6%	23k	57.96	View chart
Idex Corp Stock (IEX)	0.2	$1.3M	+3%	5.3k	244.02	View chart
Texas Instrs Stock (TXN)	0.2	$1.2M	-74%	7.1k	174.21	View chart
Nextera Energy Stock (NEE)	0.2	$1.2M		19k	63.91	View chart
Nike Inc Cl B Stock (NKE)	0.2	$1.2M	+9%	13k	93.98	View chart
Ishares Cybersecurity & Tech Etf Etf (IHAK)	0.2	$1.2M	+3%	25k	46.85	View chart
Ishares Ibonds 2024 Corp Bond Etf (IBDP)	0.2	$1.2M	-4%	46k	25.05	View chart
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI)	0.2	$1.1M	-3%	34k	33.58	View chart
Walmart Stock (WMT)	0.2	$1.1M	+190%	19k	60.17	View chart
Cvs Health Corp Stock (CVS)	0.2	$1.1M		14k	79.76	View chart
Morgan Stanley Stock (MS)	0.2	$1.1M	+100%	11k	94.16	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$1.1M	-5%	2.0k	523.07	View chart
Coca Cola Stock (KO)	0.2	$1.0M		17k	61.18	View chart
Centene Corp Del Stock (CNC)	0.2	$1.0M		13k	78.48	View chart
Teleflex Incorporated Stock (TFX)	0.2	$1.0M	+4%	4.5k	226.17	View chart
Carrier Global Corporation Stock (CARR)	0.2	$1.0M		17k	58.13	View chart
Crown Castle Reit (CCI)	0.2	$980k	-17%	9.3k	105.83	View chart
Fedex Corp Stock (FDX)	0.2	$945k	+30%	3.3k	289.75	View chart
Eaton Corp Stock (ETN)	0.2	$883k	NEW	2.8k	312.68	View chart
Unitedhealth Group Stock (UNH)	0.2	$868k		1.8k	494.79	View chart
Church & Dwight Stock (CHD)	0.2	$866k	+2%	8.3k	104.31	View chart
American Wtr Wks Stock (AWK)	0.2	$843k	-27%	6.9k	122.21	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$835k	-2%	2.4k	346.61	View chart
Union Pac Corp Stock (UNP)	0.1	$825k		3.4k	245.93	View chart
Ansys Stock (ANSS)	0.1	$799k	+187%	2.3k	347.16	View chart
Tjx Cos Stock (TJX)	0.1	$790k	+71%	7.8k	101.42	View chart
Nvidia Corporation Stock (NVDA)	0.1	$752k	-4%	832.00	903.72	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$750k	-13%	6.5k	116.24	View chart
Automatic Data Processing Stock (ADP)	0.1	$675k	+12%	2.7k	249.74	View chart
First Solar Stock (FSLR)	0.1	$668k	+26%	4.0k	168.80	View chart
Edwards Lifesciences Corp Stock (EW)	0.1	$640k	+6%	6.7k	95.56	View chart
Johnson & Johnson Stock (JNJ)	0.1	$615k		3.9k	158.19	View chart
Oracle Corp Stock (ORCL)	0.1	$593k		4.7k	125.61	View chart
Pepsico Stock (PEP)	0.1	$582k	-2%	3.3k	175.01	View chart
Henry Schein Stock (HSIC)	0.1	$551k		7.3k	75.52	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$532k	-7%	1.2k	444.02	View chart
Fidelity Natl Information Svcs Stock (FIS)	0.1	$526k	-21%	7.1k	74.18	View chart
Idacorp Stock (IDA)	0.1	$519k	-2%	5.6k	92.89	View chart
M & T Bk Corp Stock (MTB)	0.1	$487k	-17%	3.4k	145.44	View chart
Pacific Premier Bancorp Stock (PPBI)	0.1	$462k		19k	24.00	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$457k	-15%	5.9k	77.31	View chart
Leidos Holdings Stock (LDOS)	0.1	$429k	NEW	3.3k	131.09	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$428k	-25%	9.9k	43.35	View chart
Robert Half Stock (RHI)	0.1	$420k	-27%	5.3k	79.28	View chart
International Business Machs Stock (IBM)	0.1	$418k		2.2k	190.99	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$415k	+41%	17k	23.80	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$413k	-7%	2.3k	182.61	View chart
Ishares Msci Kld 400 Social Etf Etf (DSI)	0.1	$381k		3.8k	100.82	View chart
Corning Stock (GLW)	0.1	$364k	-2%	11k	32.96	View chart
Newmont Corp Stock (NEM)	0.1	$353k		9.8k	35.84	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.1	$342k		5.9k	58.06	View chart
Global X Copper Miners Etf Etf (COPX)	0.1	$339k		8.0k	42.43	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$327k		2.2k	148.61	View chart
Veralto Corp Stock (VLTO)	0.1	$318k	-25%	3.6k	88.66	View chart
Genuine Parts Stock (GPC)	0.1	$318k		2.1k	154.93	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$317k	+4%	2.9k	110.52	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$317k	-9%	1.5k	210.30	View chart
Abbvie Stock (ABBV)	0.1	$300k		1.6k	182.10	View chart
Msc Indl Direct Inc Cl A Stock (MSM)	0.1	$291k		3.0k	97.04	View chart
Mcdonalds Corp Stock (MCD)	0.1	$285k		1.0k	282.02	View chart
Spdr Gold Shares Etf (GLD)	0.1	$280k		1.4k	205.72	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$270k	-7%	1.0k	259.91	View chart
Verizon Communications Stock (VZ)	0.0	$261k	-12%	6.2k	41.96	View chart
Ishares Short Treasury Bond Etf Etf (SHV)	0.0	$257k		2.3k	110.54	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$248k		8.5k	29.18	View chart
3M Stock (MMM)	0.0	$244k		2.3k	106.07	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$242k		461.00	524.34	View chart
Ishares Msci Germany Etf Etf (EWG)	0.0	$235k		7.4k	31.75	View chart
Waters Corp Stock (WAT)	0.0	$234k		680.00	344.23	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$234k		2.7k	88.17	View chart
Caterpillar Stock (CAT)	0.0	$229k	NEW	625.00	366.43	View chart
Qualcomm Stock (QCOM)	0.0	$228k	NEW	1.3k	169.26	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$227k		4.0k	57.57	View chart
Aflac Stock (AFL)	0.0	$224k	-10%	2.6k	85.86	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$202k	NEW	885.00	228.59	View chart
First Fndtn Stock (FFWM)	0.0	$126k		17k	7.55	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 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
Buffington Mohr McNeal 2020 Q3 filed Oct. 26, 2020
Buffington Mohr McNeal 2020 Q2 filed July 27, 2020

View all past filings

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