Mcdonald Partners
Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, ETN, BRK.B, JPM, and represent 17.36% of Mcdonald Partners's stock portfolio.
- Added to shares of these 10 stocks: AVGO, GILD, JCI, SILA, CRWD, IWM, CB, Smurfit WestRock, PDO, T.
- Started 12 new stock positions in GFF, GEF.B, AON, FPAG, IJR, CINF, USA, PDO, BIDU, VTV. Smurfit WestRock, Amentum Holdings.
- Reduced shares in these 10 stocks: UNH, , WRK, ARKK, ADSK, , ABBV, STX, NUE, INTC.
- Sold out of its positions in ARKK, ADSK, INTC, MRO, NUE, SHEL, XLF, VRTX, WRK, CRH. STX, TEL.
- Mcdonald Partners was a net buyer of stock by $4.4M.
- Mcdonald Partners has $400M in assets under management (AUM), dropping by 7.10%.
- Central Index Key (CIK): 0001331074
Tip: Access up to 7 years of quarterly data
Positions held by Mcdonald Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Mcdonald Partners
Mcdonald Partners holds 239 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 | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.1 | $20M | 47k | 430.30 |
|
|
| Apple (AAPL) | 4.6 | $18M | +2% | 79k | 233.00 |
|
| Eaton Corp SHS (ETN) | 3.4 | $14M | 41k | 331.45 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $8.9M | +2% | 19k | 460.26 |
|
| JPMorgan Chase & Co. (JPM) | 2.1 | $8.3M | 39k | 210.86 |
|
|
| Amgen (AMGN) | 1.7 | $6.7M | 21k | 322.22 |
|
|
| Raytheon Technologies Corp (RTX) | 1.6 | $6.5M | 54k | 121.16 |
|
|
| Exxon Mobil Corporation (XOM) | 1.5 | $6.0M | -2% | 51k | 117.22 |
|
| Oracle Corporation (ORCL) | 1.4 | $5.6M | -2% | 33k | 170.40 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $5.5M | 46k | 121.44 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $5.5M | 10k | 527.67 |
|
|
| L3harris Technologies (LHX) | 1.3 | $5.3M | 22k | 237.88 |
|
|
| Chevron Corporation (CVX) | 1.3 | $5.2M | +2% | 35k | 147.27 |
|
| Pentair SHS (PNR) | 1.2 | $4.9M | 51k | 97.79 |
|
|
| Honeywell International (HON) | 1.2 | $4.8M | +5% | 23k | 206.72 |
|
| Smucker J M Com New (SJM) | 1.2 | $4.8M | -3% | 40k | 121.10 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $4.8M | 8.3k | 573.76 |
|
|
| Amazon (AMZN) | 1.2 | $4.7M | 25k | 186.33 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.1 | $4.5M | -5% | 8.8k | 517.78 |
|
| Thermo Fisher Scientific (TMO) | 1.1 | $4.4M | -5% | 7.1k | 618.57 |
|
| Abbvie (ABBV) | 1.1 | $4.4M | -9% | 22k | 197.49 |
|
| Johnson & Johnson (JNJ) | 1.1 | $4.2M | 26k | 162.06 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.1 | $4.2M | 32k | 131.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $4.2M | 25k | 167.19 |
|
|
| Phillips 66 (PSX) | 1.0 | $4.2M | 32k | 131.45 |
|
|
| Sherwin-Williams Company (SHW) | 1.0 | $4.1M | 11k | 381.67 |
|
|
| International Business Machines (IBM) | 1.0 | $4.1M | 18k | 221.09 |
|
|
| Tractor Supply Company (TSCO) | 1.0 | $3.8M | -2% | 13k | 290.95 |
|
| Broadcom (AVGO) | 0.9 | $3.8M | +774% | 22k | 172.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $3.7M | 11k | 353.51 |
|
|
| Texas Instruments Incorporated (TXN) | 0.9 | $3.7M | 18k | 206.57 |
|
|
| Meta Platforms Cl A (META) | 0.9 | $3.4M | 6.0k | 572.48 |
|
|
| Verizon Communications (VZ) | 0.9 | $3.4M | +12% | 76k | 44.91 |
|
| United Parcel Service CL B (UPS) | 0.8 | $3.2M | -8% | 24k | 136.34 |
|
| Cisco Systems (CSCO) | 0.8 | $3.2M | 60k | 53.22 |
|
|
| Marriott Intl Cl A (MAR) | 0.8 | $3.1M | -3% | 12k | 248.60 |
|
| Pepsi (PEP) | 0.7 | $2.9M | -4% | 17k | 170.05 |
|
| Pfizer (PFE) | 0.7 | $2.9M | +10% | 100k | 28.94 |
|
| Nextera Energy (NEE) | 0.7 | $2.8M | 34k | 84.53 |
|
|
| Gilead Sciences (GILD) | 0.7 | $2.7M | +49% | 32k | 83.84 |
|
| Gartner (IT) | 0.7 | $2.7M | -3% | 5.4k | 506.76 |
|
| Sila Realty Trust Common Stock (SILA) | 0.7 | $2.7M | +35% | 107k | 25.29 |
|
| AFLAC Incorporated (AFL) | 0.7 | $2.6M | 23k | 111.80 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $2.5M | 31k | 80.75 |
|
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.6 | $2.5M | +2% | 116k | 21.70 |
|
| Hyster-yale Cl A (HY) | 0.6 | $2.5M | -2% | 39k | 63.77 |
|
| Las Vegas Sands (LVS) | 0.6 | $2.5M | 49k | 50.34 |
|
|
| Us Bancorp Del Com New (USB) | 0.6 | $2.4M | +6% | 53k | 45.73 |
|
| Chubb (CB) | 0.6 | $2.4M | +29% | 8.2k | 288.39 |
|
| Dupont De Nemours (DD) | 0.6 | $2.2M | +9% | 25k | 89.11 |
|
| Xylem (XYL) | 0.5 | $2.2M | 16k | 135.03 |
|
|
| Merck & Co (MRK) | 0.5 | $2.1M | +17% | 19k | 113.57 |
|
| W.W. Grainger (GWW) | 0.5 | $2.1M | +2% | 2.0k | 1039.05 |
|
| Home Depot (HD) | 0.5 | $2.1M | 5.2k | 405.26 |
|
|
| Bank of America Corporation (BAC) | 0.5 | $2.1M | -6% | 52k | 39.68 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $2.0M | -3% | 24k | 82.94 |
|
| Lowe's Companies (LOW) | 0.5 | $2.0M | 7.5k | 270.88 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.0M | 2.3k | 886.54 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.5 | $2.0M | +58% | 25k | 77.61 |
|
| ConocoPhillips (COP) | 0.5 | $2.0M | 19k | 105.28 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.9M | +2% | 4.0k | 488.07 |
|
| Procter & Gamble Company (PG) | 0.5 | $1.9M | +3% | 11k | 173.21 |
|
| Analog Devices (ADI) | 0.5 | $1.9M | +6% | 8.1k | 230.18 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $1.8M | 31k | 59.51 |
|
|
| Goldman Sachs (GS) | 0.5 | $1.8M | 3.7k | 495.24 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $1.8M | +2% | 16k | 114.01 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.8M | +20% | 3.1k | 584.58 |
|
| Walt Disney Company (DIS) | 0.4 | $1.8M | +2% | 19k | 96.19 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.8M | 5.9k | 304.52 |
|
|
| Qualcomm (QCOM) | 0.4 | $1.7M | -3% | 10k | 170.06 |
|
| Linde SHS (LIN) | 0.4 | $1.7M | +4% | 3.5k | 476.96 |
|
| Nordson Corporation (NDSN) | 0.4 | $1.7M | 6.3k | 262.63 |
|
|
| WD-40 Company (WDFC) | 0.4 | $1.6M | -6% | 6.3k | 257.88 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.6M | +9% | 9.7k | 164.08 |
|
| UnitedHealth (UNH) | 0.4 | $1.6M | -43% | 2.7k | 584.82 |
|
| American Tower Reit (AMT) | 0.4 | $1.6M | -4% | 6.8k | 232.58 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.6M | +2% | 5.2k | 302.23 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.6M | 9.4k | 165.85 |
|
|
| Emerson Electric (EMR) | 0.4 | $1.5M | +3% | 14k | 109.38 |
|
| Becton, Dickinson and (BDX) | 0.4 | $1.5M | +3% | 6.2k | 241.14 |
|
| Motorola Solutions Com New (MSI) | 0.4 | $1.5M | -2% | 3.3k | 449.70 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $1.5M | -8% | 9.0k | 162.92 |
|
| Constellation Brands Cl A (STZ) | 0.4 | $1.5M | +5% | 5.7k | 257.70 |
|
| BlackRock (BLK) | 0.4 | $1.5M | 1.5k | 949.61 |
|
|
| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.4 | $1.4M | +4% | 21k | 69.28 |
|
| Roku Com Cl A (ROKU) | 0.4 | $1.4M | -3% | 19k | 74.66 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.3 | $1.4M | +7% | 95k | 14.70 |
|
| CF Bankshares (CFBK) | 0.3 | $1.4M | 64k | 21.65 |
|
|
| At&t (T) | 0.3 | $1.4M | +40% | 63k | 22.00 |
|
| Air Products & Chemicals (APD) | 0.3 | $1.4M | +4% | 4.6k | 297.75 |
|
| Illinois Tool Works (ITW) | 0.3 | $1.4M | +9% | 5.2k | 262.10 |
|
| Brown Forman Corp CL B (BF.B) | 0.3 | $1.3M | -13% | 27k | 49.20 |
|
| PNC Financial Services (PNC) | 0.3 | $1.3M | 7.3k | 184.87 |
|
|
| Citigroup Com New (C) | 0.3 | $1.3M | +6% | 21k | 62.60 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.3M | 15k | 91.31 |
|
|
| Target Corporation (TGT) | 0.3 | $1.3M | +40% | 8.5k | 155.87 |
|
| Automatic Data Processing (ADP) | 0.3 | $1.2M | +4% | 4.5k | 276.76 |
|
| Lumentum Hldgs (LITE) | 0.3 | $1.2M | -5% | 19k | 63.38 |
|
| Amer (UHAL) | 0.3 | $1.2M | -6% | 15k | 77.48 |
|
| Ambarella SHS (AMBA) | 0.3 | $1.2M | 21k | 56.41 |
|
|
| Nike CL B (NKE) | 0.3 | $1.1M | +13% | 13k | 88.40 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $1.1M | -18% | 22k | 49.92 |
|
| Zoetis Cl A (ZTS) | 0.3 | $1.1M | -4% | 5.6k | 195.40 |
|
| FactSet Research Systems (FDS) | 0.3 | $1.1M | +7% | 2.3k | 459.90 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.1M | +113% | 4.9k | 220.91 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $1.0M | +5% | 19k | 54.93 |
|
| S&p Global (SPGI) | 0.3 | $1.0M | 2.0k | 516.84 |
|
|
| Paychex (PAYX) | 0.3 | $1.0M | +6% | 7.7k | 134.20 |
|
| Colgate-Palmolive Company (CL) | 0.3 | $1.0M | -3% | 9.8k | 103.81 |
|
| Medtronic SHS (MDT) | 0.3 | $1.0M | 11k | 90.04 |
|
|
| Apollo Global Mgmt (APO) | 0.2 | $989k | -2% | 7.9k | 124.91 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $983k | -4% | 1.1k | 885.94 |
|
| Hercules Technology Growth Capital (HTGC) | 0.2 | $943k | 48k | 19.64 |
|
|
| First Tr Exchange-traded Ultra Sht Dur Mu (FUMB) | 0.2 | $915k | 46k | 20.11 |
|
|
| Harley-Davidson (HOG) | 0.2 | $914k | -2% | 24k | 38.53 |
|
| Uber Technologies (UBER) | 0.2 | $902k | -3% | 12k | 75.16 |
|
| Jacobs Engineering Group (J) | 0.2 | $880k | -2% | 6.7k | 130.90 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $862k | +12% | 8.1k | 106.13 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $861k | 12k | 73.67 |
|
|
| Philip Morris International (PM) | 0.2 | $856k | -8% | 7.1k | 121.41 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $855k | -8% | 19k | 45.19 |
|
| Godaddy Cl A (GDDY) | 0.2 | $855k | -2% | 5.5k | 156.78 |
|
| Waste Management (WM) | 0.2 | $854k | -2% | 4.1k | 207.62 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $847k | +7% | 7.5k | 112.98 |
|
| Illumina (ILMN) | 0.2 | $844k | -5% | 6.5k | 130.41 |
|
| Eversource Energy (ES) | 0.2 | $841k | 12k | 68.05 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $839k | 18k | 47.13 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $833k | 5.4k | 153.15 |
|
|
| Wendy's/arby's Group (WEN) | 0.2 | $831k | +4% | 48k | 17.52 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $826k | 15k | 53.68 |
|
|
| Netflix (NFLX) | 0.2 | $807k | 1.1k | 709.27 |
|
|
| Parke Ban (PKBK) | 0.2 | $804k | 38k | 20.90 |
|
|
| Wec Energy Group (WEC) | 0.2 | $787k | +2% | 8.2k | 96.19 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.2 | $780k | -7% | 3.7k | 208.26 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $775k | 17k | 44.46 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $761k | +322% | 2.7k | 280.47 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $744k | 15k | 50.94 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $740k | +6% | 3.0k | 246.50 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $730k | -9% | 18k | 41.77 |
|
| Coca-Cola Company (KO) | 0.2 | $726k | 10k | 71.87 |
|
|
| Packaging Corporation of America (PKG) | 0.2 | $725k | 3.4k | 215.45 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $717k | 3.6k | 200.80 |
|
|
| Draftkings Com Cl A (DKNG) | 0.2 | $712k | +6% | 18k | 39.20 |
|
| Generac Holdings (GNRC) | 0.2 | $679k | -7% | 4.3k | 158.88 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $662k | 13k | 52.86 |
|
|
| American Water Works (AWK) | 0.2 | $655k | -3% | 4.5k | 146.24 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $651k | 41k | 16.05 |
|
|
| Clorox Company (CLX) | 0.2 | $647k | -8% | 4.0k | 162.91 |
|
| Ares Capital Corporation (ARCC) | 0.2 | $621k | 30k | 20.94 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $609k | +15% | 1.1k | 577.11 |
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.2 | $603k | +8% | 77k | 7.79 |
|
| Lam Research Corporation (LRCX) | 0.2 | $602k | -3% | 738.00 | 816.08 |
|
| Cleveland-cliffs (CLF) | 0.1 | $590k | -10% | 46k | 12.77 |
|
| Norfolk Southern (NSC) | 0.1 | $590k | -3% | 2.4k | 248.50 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $578k | 51k | 11.35 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $570k | +3% | 5.8k | 97.50 |
|
| Crown Castle Intl (CCI) | 0.1 | $532k | -2% | 4.5k | 118.65 |
|
| Virtus Allianzgi Diversified (ACV) | 0.1 | $530k | 25k | 21.46 |
|
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.1 | $520k | 10k | 51.96 |
|
|
| Iridium Communications (IRDM) | 0.1 | $518k | -5% | 17k | 30.45 |
|
| Carrier Global Corporation (CARR) | 0.1 | $507k | -4% | 6.3k | 80.49 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $498k | 7.8k | 63.86 |
|
|
| Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) | 0.1 | $496k | +30% | 21k | 23.35 |
|
| Smurfit Westrock SHS | 0.1 | $494k | NEW | 10k | 49.42 |
|
| Boeing Company (BA) | 0.1 | $481k | +10% | 3.2k | 152.07 |
|
| Tegna (TGNA) | 0.1 | $477k | +3% | 30k | 15.78 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $476k | 7.0k | 67.85 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $471k | 2.5k | 188.58 |
|
|
| Saratoga Invt Corp Com New (SAR) | 0.1 | $470k | 20k | 23.19 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $442k | 25k | 18.04 |
|
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $437k | 30k | 14.57 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $431k | -25% | 4.1k | 104.26 |
|
| V.F. Corporation (VFC) | 0.1 | $430k | -12% | 22k | 19.95 |
|
| Cnh Indl N V SHS (CNH) | 0.1 | $427k | -5% | 38k | 11.10 |
|
| Corning Incorporated (GLW) | 0.1 | $426k | 9.4k | 45.15 |
|
|
| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $424k | NEW | 30k | 14.12 |
|
| PPG Industries (PPG) | 0.1 | $422k | -4% | 3.2k | 132.50 |
|
| American Electric Power Company (AEP) | 0.1 | $413k | 4.0k | 102.60 |
|
|
| Key (KEY) | 0.1 | $400k | +5% | 24k | 16.75 |
|
| Atmos Energy Corporation (ATO) | 0.1 | $393k | 2.8k | 138.75 |
|
|
| Sonos (SONO) | 0.1 | $392k | -12% | 32k | 12.29 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $386k | -8% | 4.4k | 87.81 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $377k | -11% | 2.0k | 192.02 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $377k | -2% | 7.3k | 51.74 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $364k | 1.9k | 189.84 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $362k | -10% | 1.8k | 206.36 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $355k | NEW | 50k | 7.10 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $349k | +24% | 7.3k | 47.53 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $346k | 4.2k | 83.15 |
|
|
| Darden Restaurants (DRI) | 0.1 | $345k | 2.1k | 164.13 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $330k | 625.00 | 528.66 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $328k | 12k | 27.34 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $328k | -5% | 3.2k | 103.96 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $325k | -3% | 5.2k | 62.69 |
|
| Griffon Corporation (GFF) | 0.1 | $319k | NEW | 4.6k | 70.00 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $319k | -26% | 4.2k | 76.53 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $317k | 6.3k | 50.50 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $316k | 500.00 | 631.82 |
|
|
| BP Sponsored Adr (BP) | 0.1 | $311k | -34% | 9.9k | 31.39 |
|
| Caterpillar (CAT) | 0.1 | $307k | 784.00 | 391.16 |
|
|
| Baidu Spon Adr Rep A (BIDU) | 0.1 | $306k | NEW | 2.9k | 105.29 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $305k | -11% | 3.2k | 95.76 |
|
| Steris Shs Usd (STE) | 0.1 | $303k | 1.2k | 242.54 |
|
|
| Deere & Company (DE) | 0.1 | $298k | 713.00 | 417.33 |
|
|
| Applied Materials (AMAT) | 0.1 | $294k | 1.5k | 202.05 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $276k | 2.7k | 104.18 |
|
|
| TJX Companies (TJX) | 0.1 | $276k | 2.3k | 117.54 |
|
|
| Elanco Animal Health (ELAN) | 0.1 | $275k | -17% | 19k | 14.69 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $273k | -3% | 27k | 10.02 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $265k | +5% | 689.00 | 383.93 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $264k | 7.9k | 33.23 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.1 | $260k | -5% | 3.8k | 68.99 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $258k | 2.2k | 117.29 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $258k | +2% | 510.00 | 505.22 |
|
| Visa Com Cl A (V) | 0.1 | $254k | 922.00 | 275.20 |
|
|
| Tesla Motors (TSLA) | 0.1 | $251k | -18% | 960.00 | 261.63 |
|
| salesforce (CRM) | 0.1 | $250k | 912.00 | 273.92 |
|
|
| Under Armour Cl A (UAA) | 0.1 | $244k | -8% | 27k | 8.91 |
|
| Stryker Corporation (SYK) | 0.1 | $244k | 674.00 | 361.60 |
|
|
| Fifth Third Ban (FITB) | 0.1 | $242k | 5.6k | 42.84 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $227k | NEW | 1.3k | 174.57 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $227k | -2% | 800.00 | 283.16 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $225k | NEW | 1.7k | 136.12 |
|
| Amentum Holdings | 0.1 | $217k | NEW | 6.7k | 32.25 |
|
| Aon Shs Cl A (AON) | 0.1 | $210k | NEW | 608.00 | 345.99 |
|
| Greif CL B (GEF.B) | 0.1 | $210k | NEW | 3.0k | 69.83 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $208k | NEW | 1.8k | 117.02 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $205k | -24% | 1.5k | 140.38 |
|
| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.1 | $201k | NEW | 6.5k | 30.92 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $188k | -21% | 18k | 10.62 |
|
| Ford Motor Company (F) | 0.0 | $178k | -13% | 17k | 10.56 |
|
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $170k | 12k | 14.51 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $157k | -22% | 31k | 5.10 |
|
| Tilray (TLRY) | 0.0 | $76k | 43k | 1.76 |
|
|
| First Fndtn (FFWM) | 0.0 | $74k | 12k | 6.24 |
|
|
| Carecloud (CCLD) | 0.0 | $73k | -8% | 28k | 2.64 |
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $69k | 11k | 6.30 |
|
|
| Taboola.com Ord Shs (TBLA) | 0.0 | $34k | -23% | 10k | 3.36 |
|
| Prospect Cap Corp Note 6.375% 3/0 (Principal) | 0.0 | $10k | 10k | 1.00 |
|
Past Filings by Mcdonald Partners
SEC 13F filings are viewable for Mcdonald Partners going back to 2020
- Mcdonald Partners 2024 Q3 filed Oct. 15, 2024
- Mcdonald Partners 2024 Q2 filed July 17, 2024
- Mcdonald Partners 2024 Q1 filed April 15, 2024
- Mcdonald Partners 2023 Q4 filed Feb. 12, 2024
- Mcdonald Partners 2023 Q3 filed Oct. 30, 2023
- Mcdonald Partners 2023 Q2 filed July 17, 2023
- Mcdonald Partners 2023 Q1 filed April 19, 2023
- Mcdonald Partners 2022 Q4 filed Jan. 18, 2023
- Mcdonald Partners 2022 Q3 filed Oct. 21, 2022
- Mcdonald Partners 2022 Q2 filed July 25, 2022
- Mcdonald Partners 2022 Q1 filed April 29, 2022
- Mcdonald Partners 2021 Q4 filed Jan. 31, 2022
- Mcdonald Partners 2021 Q1 restated filed Nov. 24, 2021
- Mcdonald Partners 2021 Q2 restated filed Nov. 24, 2021
- Mcdonald Partners 2021 Q3 restated filed Nov. 24, 2021
- Mcdonald Partners 2021 Q3 filed Oct. 28, 2021