Mcdonald Partners
Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, ETN, JPM, LITE, and represent 15.64% of Mcdonald Partners's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$5.4M), BMY (+$5.0M), PSX, XOM, COP, AAPL, C, TXT, ABBV, AMZN.
- Started 15 new stock positions in SHEL, SPHY, FMNB, Blackrock Etf Trust, CRM, YUM, VLO, TXT, MCK, JTEK. OXY, ROK, BUFY, XLK, IAGG.
- Reduced shares in these 10 stocks: NVDA, BLCV, RTX, FSK, LQD, SPY, , CMI, Tegna, CRH.
- Sold out of its positions in AMT, BLCV, DLB, FSK, F, IDXX, RSPF, MBCN, OTIS, Tegna. AON.
- Mcdonald Partners was a net buyer of stock by $105M.
- Mcdonald Partners has $424M in assets under management (AUM), dropping by 33.56%.
- Central Index Key (CIK): 0001331074
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Portfolio Holdings for Mcdonald Partners
Mcdonald Partners holds 208 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.6 | $15M | +41% | 61k | 253.79 |
|
| Microsoft Corporation (MSFT) | 3.2 | $14M | +23% | 37k | 370.07 |
|
| Eaton Corp SHS (ETN) | 3.2 | $14M | 38k | 357.68 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.9 | $12M | +41% | 42k | 294.16 |
|
| Lumentum Hldgs (LITE) | 2.8 | $12M | 17k | 702.76 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.4 | $10M | +32% | 17k | 597.56 |
|
| Abbvie (ABBV) | 2.1 | $8.8M | +102% | 40k | 217.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $8.6M | 18k | 484.57 |
|
|
| Phillips 66 (PSX) | 1.9 | $8.2M | +149% | 45k | 182.18 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $7.8M | +148% | 46k | 169.66 |
|
| Citigroup Com New (C) | 1.8 | $7.4M | +151% | 66k | 113.41 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $7.4M | +268% | 26k | 287.56 |
|
| Raytheon Technologies Corp (RTX) | 1.7 | $7.1M | -6% | 37k | 192.90 |
|
| Johnson & Johnson (JNJ) | 1.7 | $7.1M | +76% | 29k | 244.44 |
|
| International Business Machines (IBM) | 1.6 | $6.7M | +106% | 28k | 242.39 |
|
| Bristol Myers Squibb (BMY) | 1.6 | $6.6M | +317% | 109k | 60.65 |
|
| Amazon (AMZN) | 1.5 | $6.3M | +173% | 30k | 208.27 |
|
| Thermo Fisher Scientific (TMO) | 1.4 | $6.1M | +87% | 12k | 491.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $5.8M | +180% | 20k | 286.86 |
|
| ConocoPhillips (COP) | 1.4 | $5.8M | +426% | 44k | 132.00 |
|
| Amgen (AMGN) | 1.3 | $5.6M | 16k | 351.85 |
|
|
| Broadcom (AVGO) | 1.2 | $5.2M | +12% | 17k | 309.51 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.2 | $5.1M | -6% | 7.8k | 650.40 |
|
| Pentair SHS (PNR) | 1.2 | $5.0M | +6% | 57k | 87.03 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.2 | $5.0M | 32k | 155.11 |
|
|
| Mueller Wtr Prods Com Ser A (MWA) | 1.2 | $4.9M | +17% | 178k | 27.49 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $4.7M | -9% | 27k | 174.40 |
|
| Textron (TXT) | 1.1 | $4.5M | NEW | 51k | 87.56 |
|
| Chevron Corporation (CVX) | 1.0 | $4.4M | -2% | 21k | 206.91 |
|
| Honeywell International (HON) | 1.0 | $4.3M | 19k | 226.03 |
|
|
| L3harris Technologies (LHX) | 1.0 | $4.3M | 12k | 345.15 |
|
|
| Bank of America Corporation (BAC) | 1.0 | $4.2M | +747% | 85k | 48.75 |
|
| Ge Aerospace Com New (GE) | 1.0 | $4.1M | +586% | 14k | 283.77 |
|
| Oracle Corporation (ORCL) | 1.0 | $4.1M | +2% | 28k | 147.11 |
|
| Gilead Sciences (GILD) | 0.9 | $3.8M | -3% | 27k | 139.37 |
|
| Yum! Brands (YUM) | 0.9 | $3.7M | NEW | 24k | 155.48 |
|
| Marriott Intl Cl A (MAR) | 0.9 | $3.7M | 11k | 327.07 |
|
|
| Rockwell Automation (ROK) | 0.8 | $3.6M | NEW | 10k | 358.88 |
|
| Smucker J M Com New (SJM) | 0.8 | $3.4M | +39% | 35k | 96.44 |
|
| Cisco Systems (CSCO) | 0.8 | $3.3M | -4% | 42k | 77.59 |
|
| Goldman Sachs (GS) | 0.8 | $3.2M | 3.8k | 845.99 |
|
|
| Progressive Corporation (PGR) | 0.7 | $3.2M | +31% | 16k | 198.24 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $3.0M | +73% | 30k | 99.27 |
|
| CRH Ord (CRH) | 0.7 | $2.9M | -9% | 28k | 104.56 |
|
| Tractor Supply Company (TSCO) | 0.7 | $2.9M | +5% | 65k | 45.30 |
|
| Pfizer (PFE) | 0.7 | $2.9M | +8% | 103k | 28.08 |
|
| Home Depot (HD) | 0.7 | $2.8M | +26% | 8.4k | 328.89 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $2.6M | +135% | 41k | 64.08 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $2.5M | +8% | 45k | 56.68 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $2.3M | 4.1k | 577.18 |
|
|
| salesforce (CRM) | 0.5 | $2.3M | NEW | 13k | 186.67 |
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $2.3M | 39k | 58.78 |
|
|
| RPM International (RPM) | 0.5 | $2.3M | +17% | 23k | 99.40 |
|
| Texas Instruments Incorporated (TXN) | 0.5 | $2.2M | 12k | 194.14 |
|
|
| Janus Detroit Str Tr Hendersn Sml Etf (JSMD) | 0.5 | $2.2M | +175% | 28k | 79.35 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.5 | $2.1M | 22k | 97.91 |
|
|
| Lam Research Corp Com New (LRCX) | 0.5 | $2.1M | -3% | 9.6k | 213.66 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.5 | $2.0M | +89% | 31k | 63.91 |
|
| Occidental Petroleum Corporation (OXY) | 0.5 | $2.0M | NEW | 30k | 65.00 |
|
| Cummins (CMI) | 0.5 | $2.0M | -15% | 3.6k | 538.02 |
|
| Qnity Electronics Common Stock (Q) | 0.5 | $1.9M | +319% | 17k | 115.38 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.9M | 7.9k | 243.08 |
|
|
| Blackrock Etf Trust Ishares Large Ca | 0.5 | $1.9M | NEW | 53k | 36.12 |
|
| Nordson Corporation (NDSN) | 0.4 | $1.9M | +2% | 7.1k | 266.06 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.4 | $1.9M | +388% | 25k | 75.74 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.4 | $1.8M | +328% | 28k | 64.31 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $1.8M | 7.7k | 231.29 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.4 | $1.8M | -6% | 32k | 55.52 |
|
| Johnson Controls Internation SHS (JCI) | 0.4 | $1.7M | 13k | 130.95 |
|
|
| Roku Com Cl A (ROKU) | 0.4 | $1.7M | +3% | 18k | 94.62 |
|
| Merck & Co (MRK) | 0.4 | $1.7M | 14k | 120.29 |
|
|
| At&t (T) | 0.4 | $1.7M | +21% | 58k | 28.99 |
|
| CF Bankshares (CFBK) | 0.4 | $1.7M | 59k | 27.91 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.6M | -13% | 105k | 15.65 |
|
| Dupont De Nemours (DD) | 0.4 | $1.6M | +147% | 35k | 45.80 |
|
| Us Bancorp Com New (USB) | 0.4 | $1.6M | -6% | 30k | 52.01 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $1.6M | +63% | 19k | 82.57 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.4 | $1.6M | +140% | 29k | 53.77 |
|
| PNC Financial Services (PNC) | 0.4 | $1.5M | +3% | 7.4k | 208.09 |
|
| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.4 | $1.5M | -6% | 19k | 76.70 |
|
| Hyster-yale Cl A (HY) | 0.3 | $1.5M | +10% | 45k | 32.51 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.4M | 7.3k | 198.29 |
|
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.3 | $1.4M | +3% | 57k | 25.14 |
|
| United Parcel Svcs CL B (UPS) | 0.3 | $1.4M | 14k | 98.38 |
|
|
| Marathon Petroleum Corp (MPC) | 0.3 | $1.3M | 5.5k | 244.21 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.3M | 15k | 92.74 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $1.3M | +6% | 5.3k | 250.58 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.3 | $1.3M | +210% | 26k | 48.86 |
|
| Nextera Energy (NEE) | 0.3 | $1.3M | 14k | 92.88 |
|
|
| Qualcomm (QCOM) | 0.3 | $1.2M | -6% | 9.6k | 128.78 |
|
| Pepsi (PEP) | 0.3 | $1.2M | -4% | 7.7k | 155.29 |
|
| Key (KEY) | 0.3 | $1.2M | +4% | 63k | 19.09 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $1.2M | 2.7k | 433.97 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $1.2M | +151% | 22k | 54.05 |
|
| Corning Incorporated (GLW) | 0.3 | $1.2M | 8.5k | 135.97 |
|
|
| WD-40 Company (WDFC) | 0.3 | $1.2M | 5.7k | 203.94 |
|
|
| Xylem (XYL) | 0.3 | $1.2M | 9.6k | 119.50 |
|
|
| Columbia Etf Tr I Us Equity Income (EQIN) | 0.3 | $1.1M | +35% | 23k | 49.15 |
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| Verizon Communications (VZ) | 0.3 | $1.1M | -2% | 22k | 50.20 |
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| Netflix (NFLX) | 0.3 | $1.1M | -5% | 11k | 96.15 |
|
| Sila Realty Trust Common Stock (SILA) | 0.3 | $1.1M | +4% | 45k | 23.68 |
|
| Philip Morris International (PM) | 0.2 | $1.1M | -2% | 6.4k | 165.36 |
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.2 | $988k | -6% | 3.1k | 321.40 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $981k | 15k | 64.97 |
|
|
| Parke Ban (PKBK) | 0.2 | $950k | 33k | 28.40 |
|
|
| Spdr Index Shs Fds State Street Spd (QWLD) | 0.2 | $950k | 6.6k | 143.14 |
|
|
| Ambarella SHS (AMBA) | 0.2 | $938k | -2% | 18k | 51.90 |
|
| Waste Management (WM) | 0.2 | $905k | 3.9k | 229.80 |
|
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.2 | $852k | 43k | 20.05 |
|
|
| Lincoln Electric Holdings (LECO) | 0.2 | $842k | -7% | 3.4k | 249.08 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $840k | +17% | 5.7k | 146.28 |
|
| Generac Holdings (GNRC) | 0.2 | $835k | 4.3k | 195.33 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $799k | +100% | 2.8k | 287.23 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $783k | +5% | 3.6k | 217.25 |
|
| Apollo Global Mgmt (APO) | 0.2 | $766k | 6.9k | 111.42 |
|
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| Jacobs Engineering Group (J) | 0.2 | $753k | 5.9k | 127.28 |
|
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $744k | 15k | 50.98 |
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| Gartner (IT) | 0.2 | $735k | 4.6k | 158.34 |
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| Illumina (ILMN) | 0.2 | $721k | 5.8k | 124.32 |
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| Hercules Technology Growth Capital (HTGC) | 0.2 | $709k | 48k | 14.77 |
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| Amer (UHAL) | 0.2 | $689k | 14k | 47.78 |
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| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.2 | $681k | NEW | 8.6k | 79.54 |
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| UnitedHealth (UNH) | 0.2 | $671k | +13% | 2.5k | 270.59 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.2 | $663k | 12k | 56.58 |
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| Eli Lilly & Co. (LLY) | 0.1 | $624k | 678.00 | 919.77 |
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| Zoetis Cl A (ZTS) | 0.1 | $613k | -2% | 5.2k | 118.21 |
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| Virtus Allianzgi Diversified (ACV) | 0.1 | $600k | 25k | 24.30 |
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| Pimco Dynamic Income Oprnts Com Ben Shs (PDO) | 0.1 | $595k | 46k | 12.93 |
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| TJX Companies (TJX) | 0.1 | $577k | +31% | 3.6k | 159.70 |
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| Procter & Gamble Company (PG) | 0.1 | $574k | 4.0k | 144.44 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $555k | 849.00 | 653.21 |
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| AFLAC Incorporated (AFL) | 0.1 | $548k | 5.0k | 109.71 |
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| Abbott Laboratories (ABT) | 0.1 | $546k | 5.3k | 102.67 |
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| Norfolk Southern (NSC) | 0.1 | $545k | 1.9k | 287.00 |
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| Iridium Communications (IRDM) | 0.1 | $542k | +10% | 20k | 27.74 |
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| Ares Capital Corporation (ARCC) | 0.1 | $541k | +19% | 30k | 18.02 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $536k | -16% | 4.7k | 114.99 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $507k | 10k | 50.66 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $497k | 4.5k | 110.39 |
|
|
| McKesson Corporation (MCK) | 0.1 | $483k | NEW | 557.00 | 866.67 |
|
| Rithm Capital Corp Com New (RITM) | 0.1 | $483k | 51k | 9.48 |
|
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| Applied Materials (AMAT) | 0.1 | $480k | 1.4k | 341.79 |
|
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $474k | +90% | 18k | 26.61 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $474k | 9.0k | 52.64 |
|
|
| Packaging Corporation of America (PKG) | 0.1 | $470k | -10% | 2.2k | 212.22 |
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| Caterpillar (CAT) | 0.1 | $461k | 650.00 | 708.46 |
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|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $456k | +35% | 14k | 33.77 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $452k | +32% | 1.5k | 302.25 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $451k | +55% | 8.9k | 50.37 |
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| Godaddy Cl A (GDDY) | 0.1 | $444k | 5.3k | 84.24 |
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| American Electric Power Company (AEP) | 0.1 | $439k | -5% | 3.3k | 131.08 |
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| Walt Disney Company (DIS) | 0.1 | $429k | -24% | 4.4k | 96.38 |
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| Deere & Company (DE) | 0.1 | $423k | 751.00 | 563.30 |
|
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $420k | 25k | 17.15 |
|
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.1 | $407k | 20k | 20.36 |
|
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| Coca-Cola Company (KO) | 0.1 | $404k | -3% | 5.3k | 76.06 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $395k | 1.9k | 213.67 |
|
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| Micron Technology (MU) | 0.1 | $380k | +9% | 1.1k | 337.84 |
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| Adams Express Company (ADX) | 0.1 | $374k | 17k | 21.89 |
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| Carecloud (CCLD) | 0.1 | $370k | -17% | 101k | 3.65 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.1 | $368k | +21% | 14k | 26.27 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $367k | -8% | 410.00 | 895.24 |
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| Costco Wholesale Corporation (COST) | 0.1 | $362k | +15% | 363.00 | 996.43 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $359k | +31% | 1.4k | 262.03 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $354k | 13k | 26.72 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $352k | 1.7k | 203.43 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $351k | -19% | 5.0k | 70.20 |
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| McDonald's Corporation (MCD) | 0.1 | $351k | -15% | 1.1k | 310.79 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.1 | $348k | NEW | 15k | 23.32 |
|
| Calamos Etf Tr Calamos Bit 80 S (CBTJ) | 0.1 | $347k | +52% | 18k | 18.87 |
|
| Starbucks Corporation (SBUX) | 0.1 | $345k | +5% | 3.8k | 89.59 |
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| Harley-Davidson (HOG) | 0.1 | $345k | -11% | 17k | 20.22 |
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| Wal-Mart Stores (WMT) | 0.1 | $342k | +22% | 2.8k | 124.28 |
|
| Darden Restaurants (DRI) | 0.1 | $338k | 1.7k | 196.04 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $336k | -56% | 3.1k | 108.99 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $332k | 30k | 11.06 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $330k | +27% | 1.8k | 181.45 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 0.1 | $326k | NEW | 6.5k | 50.04 |
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| Sonos (SONO) | 0.1 | $315k | 23k | 13.52 |
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|
| Becton, Dickinson and (BDX) | 0.1 | $314k | 2.0k | 157.23 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $309k | 1.6k | 196.20 |
|
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $306k | 55k | 5.55 |
|
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| W.W. Grainger (GWW) | 0.1 | $297k | +11% | 272.00 | 1090.81 |
|
| Metropcs Communications (TMUS) | 0.1 | $295k | 1.4k | 210.03 |
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| Visa Com Cl A (V) | 0.1 | $294k | +27% | 973.00 | 302.24 |
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| Lowe's Companies (LOW) | 0.1 | $292k | -2% | 1.2k | 236.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $291k | -3% | 666.00 | 436.79 |
|
| Emerson Electric (EMR) | 0.1 | $290k | 2.2k | 131.02 |
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| Dell Technologies CL C (DELL) | 0.1 | $285k | 1.7k | 164.13 |
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|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $283k | 737.00 | 383.40 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $282k | 2.2k | 128.12 |
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| Farmers Natl Banc Corp (FMNB) | 0.1 | $277k | NEW | 21k | 13.16 |
|
| Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) | 0.1 | $272k | -41% | 12k | 22.07 |
|
| Carrier Global Corporation (CARR) | 0.1 | $271k | -10% | 4.8k | 56.31 |
|
| Fifth Third Ban (FITB) | 0.1 | $259k | 5.6k | 46.46 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $259k | NEW | 1.9k | 132.90 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $249k | +6% | 776.00 | 320.81 |
|
| Valero Energy Corporation (VLO) | 0.1 | $247k | NEW | 999.00 | 247.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $245k | +4% | 8.4k | 29.13 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $243k | 2.5k | 97.13 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $241k | 7.9k | 30.32 |
|
|
| Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG) | 0.1 | $236k | 6.5k | 36.28 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $230k | NEW | 2.5k | 93.00 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.1 | $229k | +53% | 27k | 8.66 |
|
| Chubb (CB) | 0.1 | $227k | -38% | 695.00 | 325.93 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $212k | 1.7k | 124.31 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) | 0.0 | $201k | NEW | 9.0k | 22.38 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $147k | -41% | 13k | 11.00 |
|
Past Filings by Mcdonald Partners
SEC 13F filings are viewable for Mcdonald Partners going back to 2020
- Mcdonald Partners 2026 Q1 filed May 15, 2026
- Mcdonald Partners 2025 Q4 filed Feb. 2, 2026
- Mcdonald Partners 2025 Q3 filed Nov. 12, 2025
- Mcdonald Partners 2025 Q2 filed Aug. 12, 2025
- Mcdonald Partners 2025 Q1 filed May 15, 2025
- Mcdonald Partners 2024 Q4 filed Jan. 31, 2025
- 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