Buffington Mohr McNeal

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

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Positions held by Buffington Mohr McNeal consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 129 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Etf Etf (SCHX) 8.1 $40M 715k 56.40
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Microsoft Corp Stock (MSFT) 5.6 $28M 74k 376.04
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Costco Whsl Corp Stock (COST) 4.8 $24M -2% 36k 660.09
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Technology Select Sector Spdr Fund Etf (XLK) 4.2 $21M 110k 192.48
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Ishares Core S&p 500 Etf Etf (IVV) 3.4 $17M +14% 36k 477.62
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Danaher Corporation Stock (DHR) 3.0 $15M -2% 64k 231.34
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Thermo Fisher Scientific Stock (TMO) 3.0 $15M 28k 530.79
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Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.7 $13M +6% 227k 58.44
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Amphenol Corp New Cl A Stock (APH) 2.6 $13M -3% 133k 99.13
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Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.6 $13M -3% 544k 23.90
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Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 2.4 $12M +18% 492k 24.76
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United Rentals Stock (URI) 2.4 $12M 21k 573.42
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Ishares Ibonds 2030 Corp Bond Etf (IBDV) 2.3 $11M +124% 527k 21.64
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Ishares Ibonds 2031 Corp Bond Etf (IBDW) 2.3 $11M +129% 544k 20.77
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Jpmorgan Chase & Co Stock (JPM) 2.2 $11M 65k 170.10
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Honeywell Intl Stock (HON) 2.2 $11M 52k 209.71
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Ametek Stock (AME) 2.1 $10M -4% 63k 164.89
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Visa Inc Com Cl A Stock (V) 2.0 $10M 39k 260.35
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Abbott Labs Stock (ABT) 2.0 $10M 92k 110.07
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Kkr & Co Stock (KKR) 2.0 $9.9M 119k 82.85
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Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 2.0 $9.7M +420% 203k 48.03
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Apple Stock (AAPL) 1.9 $9.6M +7% 50k 192.53
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Air Prods & Chems Stock (APD) 1.8 $8.8M 32k 273.80
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Advanced Micro Devices Stock (AMD) 1.7 $8.5M 58k 147.41
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Merck & Co Stock (MRK) 1.7 $8.4M 77k 109.02
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Amazon Stock (AMZN) 1.6 $8.1M 53k 151.94
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S&p Global Stock (SPGI) 1.6 $8.1M -2% 18k 440.52
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Ecolab Stock (ECL) 1.3 $6.3M 32k 198.35
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Bank America Corp Stock (BAC) 1.1 $5.5M +266% 163k 33.67
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Broadridge Finl Solutions Stock (BR) 1.1 $5.3M -3% 26k 205.75
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Fiserv Stock (FI) 1.0 $4.9M -10% 37k 132.84
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Texas Instrs Stock (TXN) 1.0 $4.7M -6% 28k 170.46
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Freeport-mcmoran Inc Cl B Stock (FCX) 0.9 $4.6M -19% 109k 42.57
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Chevron Corp Stock (CVX) 0.9 $4.3M +2% 29k 149.16
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.8 $4.2M +47% 27k 157.80
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Home Depot Stock (HD) 0.8 $4.0M 11k 346.55
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Republic Svcs Stock (RSG) 0.8 $3.9M +35% 24k 164.91
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Ishares Short Term Corporate Bond Etf (IGSB) 0.8 $3.9M -68% 76k 51.28
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Micron Technology Stock (MU) 0.8 $3.9M 45k 85.34
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Elevance Health Stock (ELV) 0.7 $3.6M +6% 7.6k 471.54
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $3.4M 24k 140.93
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $3.1M -11% 22k 139.69
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $2.6M +540% 9.5k 277.14
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Marvell Technology Stock (MRVL) 0.5 $2.4M 39k 60.31
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Nxp Semiconductors N V Stock (NXPI) 0.4 $1.9M 8.1k 229.67
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Eli Lilly & Co Stock (LLY) 0.4 $1.8M +2% 3.0k 582.92
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Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.7M -3% 3.9k 436.77
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Ishares Investment Grade Bond Factor Etf Etf (IGEB) 0.3 $1.7M +15% 38k 45.24
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.6M +6% 4.4k 356.64
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.5M 11k 143.64
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Us Bancorp Del Stock (USB) 0.3 $1.4M 32k 43.28
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Unilever Adr (UL) 0.3 $1.3M +6% 27k 48.48
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Crown Castle Reit (CCI) 0.3 $1.3M -16% 11k 115.19
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Nike Inc Cl B Stock (NKE) 0.3 $1.3M +5% 12k 108.57
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American Wtr Wks Stock (AWK) 0.3 $1.3M -8% 9.5k 131.99
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Vulcan Matls Stock (VMC) 0.3 $1.3M 5.5k 227.01
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Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.2 $1.2M -7% 36k 34.17
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Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.2 $1.2M -48% 48k 24.91
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Wells Fargo Stock (WFC) 0.2 $1.2M 24k 49.22
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Rtx Corporation Stock (RTX) 0.2 $1.2M -9% 14k 84.14
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Nextera Energy Stock (NEE) 0.2 $1.2M 19k 60.74
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Cvs Health Corp Stock (CVS) 0.2 $1.1M -10% 14k 78.96
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Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $1.1M 24k 45.43
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Idex Corp Stock (IEX) 0.2 $1.1M 5.1k 217.11
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Teleflex Incorporated Stock (TFX) 0.2 $1.1M -12% 4.3k 249.34
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Walmart Stock (WMT) 0.2 $1.0M 6.5k 157.65
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Coca Cola Stock (KO) 0.2 $1.0M -2% 17k 58.93
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Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.0M 2.1k 475.31
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Carrier Global Corporation Stock (CARR) 0.2 $999k -11% 17k 57.45
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Centene Corp Del Stock (CNC) 0.2 $983k 13k 74.21
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Unitedhealth Group Stock (UNH) 0.2 $932k +3% 1.8k 526.57
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $869k -17% 2.5k 350.91
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Union Pac Corp Stock (UNP) 0.2 $835k +2% 3.4k 245.62
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Church & Dwight Stock (CHD) 0.2 $766k -6% 8.1k 94.56
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Exxon Mobil Corp Stock (XOM) 0.1 $744k 7.4k 99.98
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Robert Half Stock (RHI) 0.1 $642k -54% 7.3k 87.92
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Fedex Corp Stock (FDX) 0.1 $635k 2.5k 252.98
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Johnson & Johnson Stock (JNJ) 0.1 $613k -8% 3.9k 156.74
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $582k -10% 13k 43.85
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Pepsico Stock (PEP) 0.1 $580k 3.4k 169.84
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Idacorp Stock (IDA) 0.1 $563k 5.7k 98.32
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Automatic Data Processing Stock (ADP) 0.1 $560k -27% 2.4k 232.97
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Pacific Premier Bancorp Stock (PPBI) 0.1 $560k 19k 29.11
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M & T Bk Corp Stock (MTB) 0.1 $555k 4.1k 137.08
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Henry Schein Stock (HSIC) 0.1 $553k -12% 7.3k 75.71
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Fidelity Natl Information Svcs Stock (FIS) 0.1 $546k -19% 9.1k 60.07
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $543k -11% 7.0k 77.37
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First Solar Stock (FSLR) 0.1 $537k +11% 3.1k 172.28
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Invesco Qqq Trust Series I Etf (QQQ) 0.1 $530k 1.3k 409.47
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Morgan Stanley Stock (MS) 0.1 $529k -3% 5.7k 93.25
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Pfizer Stock (PFE) 0.1 $508k +41% 18k 28.79
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Oracle Corp Stock (ORCL) 0.1 $497k 4.7k 105.43
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Edwards Lifesciences Corp Stock (EW) 0.1 $480k 6.3k 76.25
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Nvidia Corporation Stock (NVDA) 0.1 $431k 871.00 495.22
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Tjx Cos Stock (TJX) 0.1 $425k NEW 4.5k 93.81
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $415k 2.4k 170.40
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Newmont Corp Stock (NEM) 0.1 $407k -36% 9.8k 41.39
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Veralto Corp Stock (VLTO) 0.1 $395k NEW 4.8k 82.26
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International Business Machs Stock (IBM) 0.1 $360k -3% 2.2k 163.55
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Disney Walt Stock (DIS) 0.1 $354k -54% 3.9k 90.30
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United Parcel Service Inc Cl B Stock (UPS) 0.1 $346k +7% 2.2k 157.25
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Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $344k 3.8k 91.06
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Corning Stock (GLW) 0.1 $343k -5% 11k 30.45
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $333k 1.7k 200.71
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $324k 6.0k 53.82
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Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $304k -18% 3.0k 101.26
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Global X Copper Miners Etf Etf (COPX) 0.1 $300k NEW 8.0k 37.50
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Mcdonalds Corp Stock (MCD) 0.1 $298k 1.0k 296.58
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Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $298k NEW 2.7k 108.25
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Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $295k NEW 12k 23.93
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Ansys Stock (ANSS) 0.1 $290k -38% 800.00 362.88
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Genuine Parts Stock (GPC) 0.1 $284k 2.1k 138.50
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Verizon Communications Stock (VZ) 0.1 $270k 7.2k 37.70
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Vanguard Total Stock Market Etf Etf (VTI) 0.1 $267k -3% 1.1k 237.17
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Spdr Gold Shares Etf (GLD) 0.1 $259k NEW 1.4k 191.17
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Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $256k NEW 2.3k 110.13
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Abbvie Stock (ABBV) 0.1 $255k 1.6k 154.97
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3M Stock (MMM) 0.1 $251k 2.3k 109.32
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Vanguard Mid-cap Etf Etf (VO) 0.0 $241k -7% 1.0k 232.64
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Aflac Stock (AFL) 0.0 $240k -18% 2.9k 82.50
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Vanguard Information Technology Etf Etf (VGT) 0.0 $225k NEW 464.00 484.00
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Waters Corp Stock (WAT) 0.0 $224k NEW 680.00 329.23
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Enterprise Prods Partners Stock (EPD) 0.0 $224k 8.5k 26.35
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Ishares Msci Germany Etf Etf (EWG) 0.0 $220k NEW 7.4k 29.69
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Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $219k NEW 4.0k 55.41
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Starbucks Corp Stock (SBUX) 0.0 $214k NEW 2.2k 96.00
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Cisco Sys Stock (CSCO) 0.0 $210k -8% 4.2k 50.52
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Canadian Pacific Kansas City Stock (CP) 0.0 $210k NEW 2.7k 79.06
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First Fndtn Stock (FFWM) 0.0 $161k 17k 9.68
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Past Filings by Buffington Mohr McNeal

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

View all past filings