Mcdonald Partners
Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, BRK.B, CVX, VOO, and represent 14.23% of Mcdonald Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$20M), MSFT (+$20M), BRK.B (+$10M), CVX (+$7.8M), JPM (+$7.5M), ETN (+$7.3M), VOO (+$6.4M), PFE (+$6.4M), RTX (+$6.4M), VIG (+$6.2M).
- Started 198 new stock positions in HP, STZ, IUSG, IBB, GLW, MCD, PH, VOOV, FOXA, ADP.
- Reduced shares in these 10 stocks: BSJO (-$6.4M), USMV (-$5.6M), ANGL, FALN, , , , XLRE, XLV, IVOL.
- Sold out of its positions in AMN, ASGN, AZZ, BCI, ACHC, ACIW, ADUS, AEIS, AMG, AGI.
- Mcdonald Partners was a net buyer of stock by $352M.
- Mcdonald Partners has $458M in assets under management (AUM), dropping by 324.65%.
- Central Index Key (CIK): 0001331074
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Portfolio Holdings for Mcdonald Partners
Companies in the Mcdonald Partners portfolio as of the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Apple (AAPL) | 4.4 | $20M | +607847% | 116k | 174.61 | |
Microsoft Corporation (MSFT) | 4.3 | $20M | +276334% | 64k | 308.30 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $10M | NEW | 28k | 352.91 | |
Chevron Corporation (CVX) | 1.7 | $7.8M | +79660% | 48k | 162.82 | |
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 1.7 | $7.6M | +528% | 18k | 415.17 | |
JPMorgan Chase & Co. (JPM) | 1.6 | $7.5M | NEW | 55k | 136.32 | |
Eaton Corporation SHS (ETN) | 1.6 | $7.3M | NEW | 48k | 151.76 | |
Pfizer (PFE) | 1.4 | $6.4M | +232662% | 123k | 51.77 | |
Raytheon Technologies Corp (RTX) | 1.4 | $6.4M | NEW | 64k | 99.08 | |
Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $6.2M | +105686% | 38k | 162.17 | |
L3harris Technologies (LHX) | 1.3 | $6.1M | NEW | 25k | 248.48 | |
Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $5.6M | +10037% | 81k | 69.51 | |
Adobe Systems Incorporated (ADBE) | 1.2 | $5.4M | +595200% | 12k | 455.65 | |
Ishares Core S&p Total U S Core S&p Ttl Stk (ITOT) | 1.2 | $5.4M | NEW | 53k | 100.94 | |
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Exxon Mobil Corporation (XOM) | 1.1 | $5.2M | +61376% | 63k | 82.59 | |
CVS Caremark Corporation (CVS) | 1.1 | $5.2M | NEW | 52k | 101.21 | |
Johnson & Johnson (JNJ) | 1.1 | $5.1M | NEW | 29k | 177.24 | |
Amgen (AMGN) | 1.1 | $5.1M | +149185% | 21k | 241.82 | |
Walt Disney Company (DIS) | 1.1 | $4.9M | NEW | 36k | 137.16 | |
Thermo Fisher Scientific (TMO) | 1.0 | $4.5M | +23862% | 7.7k | 590.64 | |
Pepsi (PEP) | 1.0 | $4.5M | +299444% | 27k | 167.37 | |
Cisco Systems (CSCO) | 1.0 | $4.5M | NEW | 80k | 55.76 | |
Amazon (AMZN) | 0.9 | $4.2M | +18457% | 1.3k | 3260.20 | |
Spdr S&p 500 Etf Trust Tr Unit (SPY) | 0.9 | $4.2M | +3205% | 9.4k | 451.68 | |
Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) | 0.9 | $4.1M | +2757% | 38k | 107.88 | |
United Parcel Svc CL B (UPS) | 0.9 | $4.0M | NEW | 19k | 214.47 | |
Ishares Trust Blackrock Ultra (ICSH) | 0.9 | $4.0M | NEW | 79k | 50.15 | |
Honeywell International (HON) | 0.9 | $4.0M | NEW | 20k | 194.59 | |
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH) | 0.8 | $3.9M | NEW | 14k | 268.36 | |
Ishares Trust Core S&p Us Gwt (IUSG) | 0.8 | $3.8M | NEW | 36k | 105.66 | |
Smucker J M Company Com New (SJM) | 0.8 | $3.5M | NEW | 26k | 135.41 | |
Sherwin-Williams Company (SHW) | 0.8 | $3.5M | +467300% | 14k | 249.61 | |
Pentair SHS (PNR) | 0.7 | $3.4M | NEW | 62k | 54.21 | |
Oracle Corporation (ORCL) | 0.7 | $3.3M | NEW | 40k | 82.72 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $3.3M | NEW | 9.8k | 337.25 | |
Tractor Supply Company (TSCO) | 0.7 | $3.3M | NEW | 14k | 233.35 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $3.1M | +57% | 1.1k | 2793.20 | |
Phillips 66 (PSX) | 0.7 | $3.1M | NEW | 36k | 86.40 | |
Abbvie (ABBV) | 0.7 | $3.0M | +33025% | 19k | 162.10 | |
Texas Instruments Incorporated (TXN) | 0.6 | $3.0M | NEW | 16k | 183.51 | |
Illumina (ILMN) | 0.6 | $2.8M | +15752% | 8.1k | 349.41 | |
Ishares Tips Bond Etf Tips Bd Etf (TIP) | 0.6 | $2.8M | +1560% | 22k | 124.56 | |
International Business Machines (IBM) | 0.6 | $2.7M | NEW | 21k | 130.00 | |
Ishares Core Msci Emerging Core Msci Emkt (IEMG) | 0.6 | $2.7M | +35786% | 49k | 55.55 | |
Roku Com Cl A (ROKU) | 0.6 | $2.7M | NEW | 22k | 125.27 | |
Gilead Sciences (GILD) | 0.6 | $2.7M | +58951% | 46k | 59.45 | |
NVIDIA Corporation (NVDA) | 0.6 | $2.7M | +395% | 9.9k | 272.86 | |
UnitedHealth (UNH) | 0.6 | $2.7M | +225% | 5.2k | 509.96 | |
First Tr Value Line Divid SHS (FVD) | 0.6 | $2.6M | NEW | 63k | 42.30 | |
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) | 0.6 | $2.6M | +207% | 5.7k | 453.70 | |
Ishares Msci World Etf Msci World Etf (URTH) | 0.5 | $2.5M | NEW | 19k | 128.13 | |
Verizon Communications (VZ) | 0.5 | $2.5M | +53790% | 49k | 50.95 | |
Us Bancorp Del Com New (USB) | 0.5 | $2.4M | +90021% | 46k | 53.15 | |
Marriott International Cl A (MAR) | 0.5 | $2.3M | NEW | 13k | 175.72 | |
Brown-forman Corporation CL B (BF.B) | 0.5 | $2.3M | NEW | 34k | 67.02 | |
Lockheed Martin Corporation (LMT) | 0.5 | $2.2M | +127175% | 5.1k | 441.37 | |
V.F. Corporation (VFC) | 0.5 | $2.2M | NEW | 39k | 56.86 | |
Nextera Energy (NEE) | 0.5 | $2.2M | NEW | 26k | 84.72 | |
Procter & Gamble Company (PG) | 0.5 | $2.2M | +20% | 14k | 152.77 | |
Merck & Co (MRK) | 0.5 | $2.1M | +38051% | 26k | 82.06 | |
Ambarella SHS (AMBA) | 0.5 | $2.1M | NEW | 20k | 104.90 | |
Las Vegas Sands (LVS) | 0.5 | $2.1M | NEW | 54k | 38.86 | |
Crown Castle Intl (CCI) | 0.5 | $2.1M | +46975% | 11k | 184.63 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.1M | +74500% | 746.00 | 2781.50 | |
Cleveland-cliffs (CLF) | 0.4 | $2.0M | +7508% | 63k | 32.21 | |
Meta Platforms Cl A (FB) | 0.4 | $2.0M | +97733% | 8.8k | 222.37 | |
Intel Corporation (INTC) | 0.4 | $1.9M | NEW | 39k | 49.55 | |
Blackstone Group Inc Com Cl A (BX) | 0.4 | $1.9M | NEW | 15k | 126.96 | |
Lumentum Hldgs (LITE) | 0.4 | $1.9M | NEW | 19k | 97.62 | |
ConocoPhillips (COP) | 0.4 | $1.9M | NEW | 19k | 100.00 | |
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) | 0.4 | $1.8M | +4108% | 11k | 165.97 | |
Ishares Core U S Aggregate Bd Core Us Aggbd Et (AGG) | 0.4 | $1.8M | +2031% | 17k | 107.12 | |
Hyster Yale Materials Handling Cl A (HY) | 0.4 | $1.8M | NEW | 53k | 33.21 | |
3M Company (MMM) | 0.4 | $1.8M | +106872% | 12k | 148.89 | |
McDonald's Corporation (MCD) | 0.4 | $1.8M | NEW | 7.1k | 247.25 | |
Home Depot (HD) | 0.4 | $1.7M | NEW | 5.8k | 299.28 | |
Vanguard Russell 1000 Vng Rus1000val (VONV) | 0.4 | $1.7M | +1568% | 23k | 72.82 | |
Abbott Laboratories (ABT) | 0.4 | $1.7M | NEW | 14k | 118.37 | |
CF Bankshares (CFBK) | 0.4 | $1.6M | NEW | 73k | 22.30 | |
Qualcomm (QCOM) | 0.4 | $1.6M | +10843% | 11k | 152.80 | |
Union Pacific Corporation (UNP) | 0.4 | $1.6M | +295300% | 5.9k | 273.19 | |
American Tower Reit (AMT) | 0.4 | $1.6M | +14809% | 6.4k | 251.13 | |
Lowe's Companies (LOW) | 0.3 | $1.6M | NEW | 7.9k | 202.21 | |
Becton, Dickinson and (BDX) | 0.3 | $1.6M | NEW | 5.9k | 265.99 | |
Morgan Stanley Com New (MS) | 0.3 | $1.6M | NEW | 18k | 87.37 | |
Gartner (IT) | 0.3 | $1.5M | +259100% | 5.2k | 297.45 | |
Goldman Sachs (GS) | 0.3 | $1.5M | NEW | 4.7k | 330.12 | |
Coca-Cola Company (KO) | 0.3 | $1.5M | +91062% | 25k | 62.00 | |
Invesco Exchange Traded Fd Tr Pfd Etf (PGX) | 0.3 | $1.5M | NEW | 112k | 13.57 | |
Automatic Data Processing (ADP) | 0.3 | $1.5M | NEW | 6.7k | 227.57 | |
Vodafone Group Sponsored Adr (VOD) | 0.3 | $1.5M | +35950% | 91k | 16.62 | |
Wal-Mart Stores (WMT) | 0.3 | $1.5M | NEW | 10k | 148.89 | |
Packaging Corporation of America (PKG) | 0.3 | $1.5M | NEW | 9.3k | 156.13 | |
Linde SHS (LIN) | 0.3 | $1.5M | +227850% | 4.6k | 319.37 | |
BlackRock (BLK) | 0.3 | $1.4M | NEW | 1.9k | 763.90 | |
AFLAC Incorporated (AFL) | 0.3 | $1.4M | NEW | 22k | 64.40 | |
Costco Wholesale Corporation (COST) | 0.3 | $1.4M | NEW | 2.5k | 575.95 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $1.4M | +83% | 3.9k | 362.68 | |
Waste Management (WM) | 0.3 | $1.4M | NEW | 8.9k | 158.50 | |
Emerson Electric (EMR) | 0.3 | $1.4M | NEW | 14k | 98.08 | |
Constellation Brands Cl A (STZ) | 0.3 | $1.4M | NEW | 6.0k | 230.25 | |
Select Sector Spdr Trust Energy (XLE) | 0.3 | $1.4M | +74845% | 18k | 76.44 | |
Nike CL B (NKE) | 0.3 | $1.4M | +7632% | 10k | 134.52 | |
Xylem (XYL) | 0.3 | $1.3M | NEW | 16k | 85.25 | |
WD-40 Company (WDFC) | 0.3 | $1.3M | NEW | 7.2k | 183.26 | |
Vanguard Specialized Funds Real Estate Etf (VNQ) | 0.3 | $1.3M | +3127% | 12k | 108.36 | |
At&t (T) | 0.3 | $1.2M | +60035% | 52k | 23.62 | |
Vanguard Index Funds Total Stk Mkt (VTI) | 0.3 | $1.2M | +6% | 5.4k | 227.71 | |
Alibaba Group Holding Sponsored Ads (BABA) | 0.3 | $1.2M | NEW | 11k | 108.76 | |
General Dynamics Corporation (GD) | 0.3 | $1.2M | NEW | 5.0k | 241.24 | |
Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.2M | +424% | 27k | 43.96 | |
Analog Devices (ADI) | 0.3 | $1.2M | +176825% | 7.1k | 165.18 | |
Ishares Trust Msci Usa Min Vol (USMV) | 0.3 | $1.2M | -82% | 15k | 77.56 | |
Marathon Petroleum Corp (MPC) | 0.3 | $1.2M | NEW | 14k | 85.47 | |
Medtronic SHS (MDT) | 0.3 | $1.2M | NEW | 10k | 110.91 | |
Target Corporation (TGT) | 0.3 | $1.1M | +16796% | 5.4k | 212.32 | |
J P Morgan Exchange Traded Equity Premium (JEPI) | 0.2 | $1.1M | NEW | 18k | 61.38 | |
Paramount Global Class B Com (PARA) | 0.2 | $1.1M | NEW | 29k | 37.80 | |
Ark Etf Trust Innovation Etf (ARKK) | 0.2 | $1.1M | NEW | 16k | 66.30 | |
Sonos (SONO) | 0.2 | $1.1M | NEW | 38k | 28.21 | |
Jacobs Engineering (J) | 0.2 | $1.1M | NEW | 7.7k | 137.75 | |
Vanguard Index Funds Growth Etf (VUG) | 0.2 | $1.1M | +355% | 3.7k | 287.62 | |
Philip Morris International (PM) | 0.2 | $1.0M | +4% | 11k | 93.96 | |
W.W. Grainger (GWW) | 0.2 | $1.0M | NEW | 2.0k | 515.93 | |
Illinois Tool Works (ITW) | 0.2 | $1.0M | 4.8k | 209.47 | ||
Spdr Series Trust Bloomberg Conv (CWB) | 0.2 | $1.0M | +589% | 13k | 76.95 | |
Wendy's/arby's Group (WEN) | 0.2 | $997k | NEW | 45k | 21.97 | |
Harley-Davidson (HOG) | 0.2 | $993k | NEW | 25k | 39.38 | |
Bank of America Corporation (BAC) | 0.2 | $957k | NEW | 23k | 41.24 | |
Advanced Micro Devices (AMD) | 0.2 | $941k | +42910% | 8.6k | 109.39 | |
Corning Incorporated (GLW) | 0.2 | $939k | NEW | 26k | 36.90 | |
Vanguard Russell 1000 Vng Rus1000grw (VONG) | 0.2 | $936k | +828% | 13k | 71.33 | |
FactSet Research Systems (FDS) | 0.2 | $935k | NEW | 2.2k | 434.28 | |
Boston Scientific Corporation (BSX) | 0.2 | $928k | NEW | 21k | 44.30 | |
Air Products & Chemicals (APD) | 0.2 | $926k | NEW | 3.7k | 250.00 | |
Comcast Corp Cl A (CMCSA) | 0.2 | $909k | NEW | 19k | 46.80 | |
Parke Ban (PKBK) | 0.2 | $908k | NEW | 38k | 23.62 | |
Huntington Bancshares Incorporated (HBAN) | 0.2 | $899k | +24201% | 62k | 14.62 | |
Ishares Russell 2000 Etf Russell 2000 Etf (IWM) | 0.2 | $897k | +12747% | 4.4k | 205.36 | |
Citigroup Com New (C) | 0.2 | $891k | NEW | 17k | 53.39 | |
Chubb (CB) | 0.2 | $882k | NEW | 4.1k | 213.82 | |
Madison Square Garden Sports Cl A (MSGS) | 0.2 | $870k | NEW | 4.9k | 179.27 | |
Nordson Corporation (NDSN) | 0.2 | $866k | NEW | 3.8k | 227.00 | |
Broadcom (AVGO) | 0.2 | $860k | NEW | 1.4k | 629.58 | |
Motorola Solutions Com New (MSI) | 0.2 | $857k | NEW | 3.5k | 242.36 | |
Clorox Company (CLX) | 0.2 | $854k | NEW | 6.1k | 139.02 | |
Fox Corporation Cl A Com (FOXA) | 0.2 | $835k | NEW | 21k | 39.46 | |
Shell Spon Ads (SHEL) | 0.2 | $825k | NEW | 15k | 54.94 | |
Nucor Corporation (NUE) | 0.2 | $819k | NEW | 5.5k | 148.67 | |
Bristol Myers Squibb (BMY) | 0.2 | $818k | +27917% | 11k | 72.99 | |
Principal Financial (PFG) | 0.2 | $816k | NEW | 11k | 73.39 | |
Westrock (WRK) | 0.2 | $812k | NEW | 17k | 47.04 | |
Paychex (PAYX) | 0.2 | $802k | NEW | 5.9k | 136.42 | |
Investment Iboxx Inv Cp Etf (LQD) | 0.2 | $797k | +60% | 6.6k | 120.87 | |
Ishares Trust 1 3 Yr Treas Bd (SHY) | 0.2 | $788k | +3759% | 9.5k | 83.33 | |
Ishares Trust Pfd And Incm Sec (PFF) | 0.2 | $777k | NEW | 21k | 36.43 | |
Starbucks Corporation (SBUX) | 0.2 | $772k | NEW | 8.5k | 91.01 | |
Invesco Db Commodity Index Unit (DBC) | 0.2 | $770k | NEW | 30k | 26.06 | |
Norfolk Southern (NSC) | 0.2 | $755k | NEW | 2.6k | 285.12 | |
Capital Strength Cap Strength Etf (FTCS) | 0.2 | $747k | NEW | 9.6k | 78.22 | |
Cigna Corp (CI) | 0.2 | $735k | NEW | 3.1k | 239.57 | |
Eversource Energy (ES) | 0.2 | $731k | NEW | 8.3k | 88.19 | |
Hsbc Holdings Spon Adr New (HSBC) | 0.2 | $731k | NEW | 21k | 34.22 | |
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $719k | NEW | 4.8k | 150.77 | |
Adaptive Biotechnologies Cor (ADPT) | 0.2 | $704k | NEW | 51k | 13.89 | |
Nacco Industries Inc-cl A Cl A (NC) | 0.1 | $679k | NEW | 17k | 39.20 | |
Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $677k | NEW | 16k | 41.76 | |
Polaris Industries (PII) | 0.1 | $666k | NEW | 6.3k | 105.26 | |
Vanguard Short Term Inflation Strm Infproidx (VTIP) | 0.1 | $665k | NEW | 13k | 51.19 | |
Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.1 | $654k | +307% | 9.9k | 66.25 | |
Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $651k | NEW | 2.4k | 275.61 | |
Under Armour Cl A (UAA) | 0.1 | $650k | NEW | 38k | 17.03 | |
Diageo Plc- Spon Adr New (DEO) | 0.1 | $642k | +26250% | 3.2k | 203.04 | |
First Trust Preferred Pfd Secs Inc Etf (FPE) | 0.1 | $640k | NEW | 34k | 19.01 | |
Discovery Com Ser A (DISCA) | 0.1 | $633k | NEW | 25k | 24.92 | |
Mondelez International Cl A (MDLZ) | 0.1 | $618k | NEW | 9.8k | 62.79 | |
Sunoco Com Ut Rep Lp (SUN) | 0.1 | $613k | NEW | 15k | 40.87 | |
Colgate-Palmolive Company (CL) | 0.1 | $607k | NEW | 8.0k | 75.81 | |
Seagate Technology Holdings Ord Shs (STX) | 0.1 | $606k | NEW | 6.7k | 89.91 | |
Key (KEY) | 0.1 | $603k | NEW | 27k | 22.39 | |
Netflix (NFLX) | 0.1 | $591k | +52466% | 1.6k | 374.76 | |
Select Sector Spdr Trust Financial (XLF) | 0.1 | $589k | NEW | 15k | 38.29 | |
Boeing Company (BA) | 0.1 | $587k | NEW | 3.1k | 191.52 | |
PNC Financial Services (PNC) | 0.1 | $574k | NEW | 3.1k | 184.51 | |
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $571k | NEW | 2.9k | 198.13 | |
Wec Energy Group (WEC) | 0.1 | $570k | NEW | 5.7k | 99.81 | |
Vanguard Index Funds Sm Cp Val Etf (VBR) | 0.1 | $562k | NEW | 3.2k | 175.95 | |
Vanguard World Funds Health Car Etf (VHT) | 0.1 | $557k | -79% | 2.2k | 254.22 | |
Growth Rus Md Cp Gr Etf (IWP) | 0.1 | $549k | +7480% | 5.5k | 100.59 | |
Melco Resorts & Adr (MLCO) | 0.1 | $529k | NEW | 69k | 7.65 | |
Zoetis Cl A (ZTS) | 0.1 | $527k | +39842% | 2.8k | 188.48 | |
Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.1 | $520k | NEW | 9.4k | 55.03 | |
MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $507k | NEW | 15k | 33.20 | |
Vanguard Index Funds Extend Mkt Etf (VXF) | 0.1 | $507k | +25383% | 3.1k | 165.79 | |
Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.1 | $504k | NEW | 2.8k | 181.69 | |
Vanguard Index Funds Small Cp Etf (VB) | 0.1 | $503k | +789% | 2.4k | 212.69 | |
Autodesk (ADSK) | 0.1 | $502k | NEW | 2.3k | 214.26 | |
Abb Sponsored Adr (ABB) | 0.1 | $501k | -8% | 16k | 32.36 | |
Growth Rus 1000 Grw Etf (IWF) | 0.1 | $496k | +1074% | 1.8k | 277.87 | |
Tesla Motors (TSLA) | 0.1 | $494k | +45700% | 458.00 | 1078.60 | |
Godaddy Cl A (GDDY) | 0.1 | $494k | NEW | 5.9k | 83.73 | |
Uber Technologies (UBER) | 0.1 | $491k | +196442% | 14k | 35.69 | |
Ssga Active Trust Blackstone Senr (SRLN) | 0.1 | $487k | +34851% | 11k | 44.95 | |
Crestwood Equity Partners Unit Ltd Partner (CEQP) | 0.1 | $481k | NEW | 16k | 29.94 | |
Ishares U S Etf Tr Blackrock Short (MEAR) | 0.1 | $467k | NEW | 9.4k | 49.73 | |
Siren Etf Trust Nsd Nxgn Eco Etf (BLCN) | 0.1 | $467k | NEW | 13k | 37.07 | |
S&p Global (SPGI) | 0.1 | $464k | +2306% | 1.1k | 410.26 | |
Dolby Laboratories Com Cl A (DLB) | 0.1 | $464k | NEW | 5.9k | 78.21 | |
First Trust Mid Cap Core Com Shs (FNX) | 0.1 | $460k | NEW | 4.7k | 98.21 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $458k | NEW | 8.5k | 53.81 | |
PPG Industries (PPG) | 0.1 | $451k | NEW | 3.4k | 130.99 | |
salesforce (CRM) | 0.1 | $451k | -62% | 2.1k | 212.44 | |
Vanguard Sector Index Fds Financials Etf (VFH) | 0.1 | $446k | -83% | 4.8k | 93.48 | |
American Electric Power Company (AEP) | 0.1 | $446k | +11087% | 4.5k | 99.66 | |
Ishares Tr Ishares Biotech (IBB) | 0.1 | $445k | NEW | 3.4k | 130.19 | |
First Trust Etf Dj Internt Idx (FDN) | 0.1 | $436k | NEW | 2.3k | 187.69 | |
Vanguard Ftse Developed Ftse Dev Mkt Etf (VEA) | 0.1 | $434k | +35% | 9.0k | 47.99 | |
Fidelity Msci Financials Msci Finls Idx (FNCL) | 0.1 | $422k | +228% | 7.8k | 54.10 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $420k | NEW | 1.6k | 260.87 | |
BP P L C Sponsored Adr (BP) | 0.1 | $417k | NEW | 14k | 29.41 | |
Lam Research Corporation (LRCX) | 0.1 | $417k | NEW | 775.00 | 538.06 | |
Ishares Trust Core S&p Us Vlu (IUSV) | 0.1 | $409k | NEW | 5.4k | 75.91 | |
Xai Octagon Floatng Rate Alt (XFLT) | 0.1 | $402k | NEW | 48k | 8.47 | |
Ishares Tr Core Div Grwth (DGRO) | 0.1 | $400k | NEW | 7.5k | 53.35 | |
Invesco Exchange Traded Fund Gbl Listed Pvt (PSP) | 0.1 | $395k | NEW | 31k | 12.88 | |
Metropcs Communications (TMUS) | 0.1 | $394k | NEW | 3.1k | 128.34 | |
Carrier Global Corporation (CARR) | 0.1 | $389k | +7608% | 8.5k | 45.88 | |
Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN) | 0.1 | $383k | +9388% | 2.4k | 161.47 | |
Vanguard Russell 2000 Vng Rus2000idx (VTWO) | 0.1 | $381k | +2870% | 4.6k | 82.75 | |
Vanguard Index Funds Value Etf (VTV) | 0.1 | $380k | +93% | 2.6k | 147.63 | |
Otis Worldwide Corp (OTIS) | 0.1 | $371k | NEW | 4.8k | 76.92 | |
Te Connectivity SHS (TEL) | 0.1 | $369k | NEW | 2.8k | 131.08 | |
Madison Square Garden Cl A (MSGE) | 0.1 | $369k | NEW | 4.4k | 83.37 | |
Apollo Global Mgmt (APO) | 0.1 | $364k | NEW | 5.9k | 61.96 | |
Ishares S&p Mid Cap 400 Value S&p Mc 400vl Etf (IJJ) | 0.1 | $355k | NEW | 3.2k | 109.77 | |
IDEXX Laboratories (IDXX) | 0.1 | $351k | +5250% | 642.00 | 546.73 | |
Albemarle Corporation (ALB) | 0.1 | $351k | +5183% | 1.6k | 221.45 | |
American Water Works (AWK) | 0.1 | $349k | NEW | 2.1k | 165.56 | |
Vanguard Ftse Emerging Markets Ftse Emr Mkt Etf (VWO) | 0.1 | $347k | +228% | 7.5k | 46.08 | |
First Trust Etf Nas Clnedg Green (QCLN) | 0.1 | $346k | NEW | 5.4k | 64.60 | |
Helmerich & Payne (HP) | 0.1 | $339k | NEW | 7.9k | 42.81 | |
Growth Etf S&p 500 Grwt Etf (IVW) | 0.1 | $337k | +3765% | 4.4k | 76.47 | |
Under Armour CL C (UA) | 0.1 | $332k | NEW | 21k | 15.54 | |
Vanguard Index Funds Mid Cap Etf (VO) | 0.1 | $329k | -58% | 1.4k | 237.55 | |
Ishares S&p Small Cap 600 S&P SML 600 GWT (IJT) | 0.1 | $329k | +20123% | 2.6k | 125.14 | |
Invesco Exchange Traded Fd Tr Ny Amt Fre Mun (PZT) | 0.1 | $328k | NEW | 14k | 23.85 | |
Eli Lilly & Co. (LLY) | 0.1 | $322k | +56150% | 1.1k | 286.22 | |
Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $322k | NEW | 1.9k | 167.53 | |
Ishares Msci Eafe Etf Msci Eafe Etf (EFA) | 0.1 | $321k | -22% | 4.4k | 73.57 | |
Ishares Trust Ishs 5-10yr Invt (IGIB) | 0.1 | $311k | NEW | 5.7k | 54.80 | |
Steris Shs Usd (STE) | 0.1 | $310k | NEW | 1.3k | 241.81 | |
Spdr Index Shares Funds Portfolio Emg Mk (SPEM) | 0.1 | $305k | +389% | 7.9k | 38.61 | |
Equinix (EQIX) | 0.1 | $303k | NEW | 408.00 | 742.65 | |
Darden Restaurants (DRI) | 0.1 | $296k | NEW | 2.2k | 133.03 | |
Ishares Trust National Mun Etf (MUB) | 0.1 | $295k | +4537% | 2.7k | 109.67 | |
Ingevity (NGVT) | 0.1 | $288k | NEW | 4.5k | 63.99 | |
Mueller Water Products Com Ser A (MWA) | 0.1 | $286k | NEW | 22k | 12.91 | |
Deere & Company (DE) | 0.1 | $286k | NEW | 688.00 | 415.70 | |
First Fndtn (FFWM) | 0.1 | $286k | +19518% | 12k | 24.30 | |
Wolfspeed (WOLF) | 0.1 | $285k | NEW | 2.5k | 114.00 | |
T. Rowe Price (TROW) | 0.1 | $283k | NEW | 1.9k | 151.01 | |
Church & Dwight (CHD) | 0.1 | $283k | NEW | 2.9k | 99.23 | |
Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $282k | NEW | 5.3k | 53.07 | |
Draftkings Com Cl A (DKNG) | 0.1 | $282k | NEW | 15k | 19.48 | |
Lincoln Electric Holdings (LECO) | 0.1 | $281k | NEW | 2.0k | 137.75 | |
Growth S&p Mc 400gr Etf (IJK) | 0.1 | $274k | NEW | 3.5k | 77.40 | |
Visa Com Cl A (V) | 0.1 | $273k | +892% | 1.2k | 221.77 | |
Paypal Holdings (PYPL) | 0.1 | $271k | NEW | 2.3k | 115.61 | |
Crown Holdings (CCK) | 0.1 | $267k | NEW | 2.1k | 125.00 | |
Parker-Hannifin Corporation (PH) | 0.1 | $262k | NEW | 925.00 | 283.24 | |
Canopy Gro (CGC) | 0.1 | $262k | NEW | 35k | 7.57 | |
Spdr Series Trust Portfolio S&p600 (SPSM) | 0.1 | $256k | +479% | 6.1k | 42.11 | |
Ishares Trust Us Treas Bd Etf (GOVT) | 0.1 | $253k | +14% | 10k | 24.86 | |
CSX Corporation (CSX) | 0.1 | $253k | NEW | 6.8k | 37.48 | |
Vanguard Short Term Corporate Shrt Trm Corp Bd (VCSH) | 0.1 | $251k | +891% | 3.2k | 78.10 | |
Ishares S&p Small Cap 600 Sp Smcp600vl Etf (IJS) | 0.1 | $249k | NEW | 2.4k | 102.47 | |
Twitter (TWTR) | 0.1 | $246k | NEW | 6.3k | 38.76 | |
Atmos Energy Corporation (ATO) | 0.1 | $246k | NEW | 2.1k | 119.65 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $243k | +10268% | 2.0k | 123.35 | |
First Trust Exchange Traded Fst Low Oppt Eft (LMBS) | 0.1 | $241k | NEW | 4.9k | 48.91 | |
Commerce Bancshares (CBSH) | 0.1 | $233k | NEW | 3.3k | 71.56 | |
Select Sector Spdr Trust Sbi Healthcare (XLV) | 0.1 | $232k | -92% | 1.7k | 136.79 | |
Vanguard Sector Index Fds Energy Etf (VDE) | 0.1 | $231k | -79% | 2.2k | 107.19 | |
Ishares S&p Global Clean Gl Clean Ene Etf (ICLN) | 0.0 | $227k | NEW | 11k | 21.55 | |
Cincinnati Financial Corporation (CINF) | 0.0 | $225k | NEW | 1.7k | 136.12 | |
Truist Financial Corp equities (TFC) | 0.0 | $221k | +8365% | 3.9k | 56.75 | |
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND) | 0.0 | $218k | +261% | 2.7k | 79.42 | |
Cedar Fair Lp-dep Rcpts Repstg Depositry Unit (FUN) | 0.0 | $213k | NEW | 3.9k | 54.77 | |
Glaxosmithkline Sponsored Adr (GSK) | 0.0 | $213k | NEW | 4.9k | 43.50 | |
Fifth Third Ban (FITB) | 0.0 | $208k | NEW | 4.8k | 43.06 | |
Mccormick & Co Inc Non-voting Com Non Vtg (MKC) | 0.0 | $205k | NEW | 2.1k | 100.00 | |
Banco Santander S A Adr (SAN) | 0.0 | $195k | NEW | 58k | 3.39 | |
Ares Coml Real Estate (ACRE) | 0.0 | $182k | NEW | 12k | 15.53 | |
Old National Ban (ONB) | 0.0 | $168k | NEW | 10k | 16.37 | |
Barclays Adr (BCS) | 0.0 | $159k | NEW | 20k | 7.88 | |
Viatris (VTRS) | 0.0 | $142k | NEW | 13k | 10.86 | |
Flux Power Holdings Com New (FLUX) | 0.0 | $141k | NEW | 53k | 2.67 | |
BlackRock Municipal Income Trust II (BLE) | 0.0 | $139k | NEW | 11k | 12.28 | |
Carecloud (MTBC) | 0.0 | $137k | NEW | 27k | 5.16 | |
Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $108k | NEW | 11k | 9.65 | |
Digitalbridge Group Cl A Com (DBRG) | 0.0 | $75k | NEW | 11k | 7.15 | |
Banking Group Sponsored Adr (LYG) | 0.0 | $67k | NEW | 28k | 2.43 | |
Taboola.com Ord Shs (TBLA) | 0.0 | $66k | NEW | 13k | 5.17 | |
Spectrum Pharmaceuticals (SPPI) | 0.0 | $55k | NEW | 43k | 1.29 | |
Therapeuticsmd (TXMD) | 0.0 | $49k | NEW | 130k | 0.38 | |
Atreca Cl A Com (BCEL) | 0.0 | $42k | NEW | 13k | 3.18 | |
Globalstar (GSAT) | 0.0 | $25k | NEW | 17k | 1.47 |
Past Filings by Mcdonald Partners
SEC 13F filings are viewable for Mcdonald Partners going back to 2020
- 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
- Mcdonald Partners 2021 Q2 filed July 23, 2021
- Mcdonald Partners 2021 Q1 filed April 15, 2021
- Mcdonald Partners 2020 Q4 filed Feb. 16, 2021