Mcdonald Partners

Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:

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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