Mcdonald Partners
Latest statistics and disclosures from Mcdonald Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, ETN, AAPL, JPM, BRK.B, and represent 16.94% of Mcdonald Partners's stock portfolio.
- Added to shares of these 10 stocks: WMT, JCI, CNHI, FCX, SJM, PFE, MWA, TGNA, GE, GBTC.
- Started 17 new stock positions in JCI, XLG, ELAN, LANC, CNHI, SHY, TGNA, GBTC, SHEL, AON. MRO, GEF.B, Prospect Capital Corporation note, CINF, FITB, GE, PH.
- Reduced shares in these 10 stocks: CVS, IBM, USB, JPM, HY, BRK.B, NVDA, GILD, INTC, AAPL.
- Sold out of its positions in ALB, ACRE, Aurora Cannabis, CVS, VTV.
- Mcdonald Partners was a net buyer of stock by $2.2M.
- Mcdonald Partners has $364M in assets under management (AUM), dropping by 7.94%.
- 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 March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.4 | $20M | 47k | 420.72 |
|
|
| Eaton Corp SHS (ETN) | 3.6 | $13M | -2% | 42k | 312.68 |
|
| Apple (AAPL) | 3.5 | $13M | -2% | 75k | 171.48 |
|
| JPMorgan Chase & Co. (JPM) | 2.2 | $8.0M | -5% | 40k | 200.30 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.2 | $7.9M | -5% | 19k | 420.52 |
|
| Exxon Mobil Corporation (XOM) | 1.7 | $6.1M | +2% | 52k | 116.24 |
|
| Amgen (AMGN) | 1.6 | $5.9M | 21k | 284.33 |
|
|
| Chevron Corporation (CVX) | 1.5 | $5.6M | 36k | 157.74 |
|
|
| Raytheon Technologies Corp (RTX) | 1.5 | $5.4M | 55k | 97.53 |
|
|
| Phillips 66 (PSX) | 1.4 | $5.2M | -3% | 32k | 163.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $5.0M | 10k | 480.70 |
|
|
| L3harris Technologies (LHX) | 1.3 | $4.7M | -4% | 22k | 213.10 |
|
| Adobe Systems Incorporated (ADBE) | 1.3 | $4.7M | 9.3k | 504.60 |
|
|
| Pentair SHS (PNR) | 1.2 | $4.4M | 52k | 85.44 |
|
|
| Amazon (AMZN) | 1.2 | $4.4M | 24k | 180.38 |
|
|
| Thermo Fisher Scientific (TMO) | 1.2 | $4.3M | -2% | 7.4k | 581.21 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $4.3M | -2% | 8.3k | 523.07 |
|
| Abbvie (ABBV) | 1.2 | $4.3M | +3% | 23k | 182.10 |
|
| Honeywell International (HON) | 1.2 | $4.2M | +3% | 21k | 205.25 |
|
| Oracle Corporation (ORCL) | 1.2 | $4.2M | 33k | 125.61 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $4.1M | 26k | 158.19 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $3.8M | 25k | 152.26 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 1.0 | $3.8M | 32k | 117.21 |
|
|
| Sherwin-Williams Company (SHW) | 1.0 | $3.7M | 11k | 347.31 |
|
|
| Smucker J M Com New (SJM) | 1.0 | $3.7M | +18% | 29k | 125.87 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $3.6M | 10k | 346.61 |
|
|
| Tractor Supply Company (TSCO) | 1.0 | $3.5M | 14k | 261.72 |
|
|
| Broadcom (AVGO) | 1.0 | $3.5M | 2.7k | 1325.41 |
|
|
| International Business Machines (IBM) | 0.9 | $3.5M | -16% | 18k | 190.96 |
|
| Marriott Intl Cl A (MAR) | 0.9 | $3.2M | 13k | 252.31 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.2M | -10% | 3.5k | 903.54 |
|
| Pepsi (PEP) | 0.9 | $3.1M | -4% | 18k | 175.01 |
|
| Texas Instruments Incorporated (TXN) | 0.9 | $3.1M | 18k | 174.21 |
|
|
| United Parcel Service CL B (UPS) | 0.8 | $3.1M | -4% | 21k | 148.63 |
|
| Cisco Systems (CSCO) | 0.8 | $2.9M | 59k | 49.91 |
|
|
| Meta Platforms Cl A (META) | 0.8 | $2.8M | 5.9k | 485.56 |
|
|
| Verizon Communications (VZ) | 0.8 | $2.8M | +9% | 66k | 41.96 |
|
| Gartner (IT) | 0.7 | $2.6M | 5.5k | 476.67 |
|
|
| Las Vegas Sands (LVS) | 0.7 | $2.6M | 50k | 51.70 |
|
|
| Hyster Yale Matls Handling I Cl A (HY) | 0.7 | $2.6M | -14% | 40k | 64.17 |
|
| ConocoPhillips (COP) | 0.6 | $2.4M | -6% | 19k | 127.28 |
|
| UnitedHealth (UNH) | 0.6 | $2.3M | 4.7k | 494.73 |
|
|
| Us Bancorp Del Com New (USB) | 0.6 | $2.3M | -18% | 52k | 44.70 |
|
| Walt Disney Company (DIS) | 0.6 | $2.2M | 18k | 122.36 |
|
|
| Nextera Energy (NEE) | 0.6 | $2.1M | +5% | 33k | 63.91 |
|
| Merck & Co (MRK) | 0.6 | $2.1M | -4% | 16k | 131.95 |
|
| Bank of America Corporation (BAC) | 0.6 | $2.1M | -2% | 55k | 37.92 |
|
| Xylem (XYL) | 0.6 | $2.0M | 16k | 129.24 |
|
|
| W.W. Grainger (GWW) | 0.6 | $2.0M | 2.0k | 1017.37 |
|
|
| Marathon Petroleum Corp (MPC) | 0.6 | $2.0M | 10k | 201.50 |
|
|
| AFLAC Incorporated (AFL) | 0.5 | $2.0M | 23k | 85.86 |
|
|
| Home Depot (HD) | 0.5 | $1.9M | 5.0k | 383.57 |
|
|
| Lowe's Companies (LOW) | 0.5 | $1.9M | 7.4k | 254.72 |
|
|
| Pfizer (PFE) | 0.5 | $1.9M | +36% | 68k | 27.75 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.8M | +200% | 31k | 60.17 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.5 | $1.8M | -4% | 25k | 73.15 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.5 | $1.8M | +36% | 114k | 16.09 |
|
| Gilead Sciences (GILD) | 0.5 | $1.8M | -16% | 25k | 73.25 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $1.8M | 31k | 57.86 |
|
|
| Nordson Corporation (NDSN) | 0.5 | $1.8M | 6.4k | 274.54 |
|
|
| Abbott Laboratories (ABT) | 0.5 | $1.7M | 15k | 113.66 |
|
|
| Qualcomm (QCOM) | 0.5 | $1.7M | 10k | 169.30 |
|
|
| WD-40 Company (WDFC) | 0.5 | $1.7M | 6.8k | 253.31 |
|
|
| Brown Forman Corp CL B (BF.B) | 0.5 | $1.7M | 33k | 51.62 |
|
|
| Procter & Gamble Company (PG) | 0.5 | $1.7M | 10k | 162.26 |
|
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.7M | 2.3k | 732.59 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | -3% | 3.7k | 444.01 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.6M | 5.7k | 281.95 |
|
|
| Linde SHS (LIN) | 0.4 | $1.6M | 3.4k | 464.32 |
|
|
| Goldman Sachs (GS) | 0.4 | $1.5M | +11% | 3.7k | 417.68 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.5M | 8.5k | 180.49 |
|
|
| Emerson Electric (EMR) | 0.4 | $1.5M | 13k | 113.42 |
|
|
| Analog Devices (ADI) | 0.4 | $1.5M | 7.6k | 197.80 |
|
|
| Constellation Brands Cl A (STZ) | 0.4 | $1.5M | 5.5k | 271.74 |
|
|
| Becton, Dickinson and (BDX) | 0.4 | $1.5M | 6.0k | 247.47 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.4M | -2% | 9.5k | 150.93 |
|
| American Tower Reit (AMT) | 0.4 | $1.4M | 7.2k | 197.60 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.4 | $1.4M | +74% | 30k | 47.02 |
|
| General Dynamics Corporation (GD) | 0.4 | $1.4M | 5.0k | 282.47 |
|
|
| PNC Financial Services (PNC) | 0.4 | $1.3M | +26% | 8.3k | 161.60 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.4 | $1.3M | +18% | 95k | 13.95 |
|
| CF Bankshares (CFBK) | 0.4 | $1.3M | 64k | 19.97 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $1.3M | 4.7k | 268.31 |
|
|
| Roku Com Cl A (ROKU) | 0.3 | $1.3M | 19k | 65.17 |
|
|
| Chubb (CB) | 0.3 | $1.3M | 4.8k | 259.11 |
|
|
| BlackRock (BLK) | 0.3 | $1.2M | 1.5k | 833.44 |
|
|
| Dupont De Nemours (DD) | 0.3 | $1.2M | +6% | 16k | 76.67 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $1.2M | 15k | 83.58 |
|
|
| Motorola Solutions Com New (MSI) | 0.3 | $1.2M | 3.4k | 355.03 |
|
|
| Cleveland-cliffs (CLF) | 0.3 | $1.2M | 53k | 22.74 |
|
|
| Citigroup Com New (C) | 0.3 | $1.2M | +26% | 19k | 63.24 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.1M | +12% | 2.5k | 454.90 |
|
| Amer (UHAL) | 0.3 | $1.1M | 16k | 67.54 |
|
|
| Ambarella SHS (AMBA) | 0.3 | $1.1M | 21k | 50.77 |
|
|
| Harley-Davidson (HOG) | 0.3 | $1.1M | 24k | 43.74 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $1.1M | 4.2k | 249.71 |
|
|
| Air Products & Chemicals (APD) | 0.3 | $1.0M | +4% | 4.3k | 242.29 |
|
| Jacobs Engineering Group (J) | 0.3 | $1.0M | 6.8k | 153.73 |
|
|
| Nike CL B (NKE) | 0.3 | $1.0M | 11k | 93.98 |
|
|
| Siren Etf Tr Divcn Ldrs Etf (LEAD) | 0.3 | $989k | +25% | 15k | 66.08 |
|
| First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) | 0.3 | $982k | 49k | 20.04 |
|
|
| Medtronic SHS (MDT) | 0.3 | $975k | 11k | 87.15 |
|
|
| Illumina (ILMN) | 0.3 | $973k | -3% | 7.1k | 137.32 |
|
| FactSet Research Systems (FDS) | 0.3 | $971k | 2.1k | 454.29 |
|
|
| Zoetis Cl A (ZTS) | 0.3 | $961k | 5.7k | 169.22 |
|
|
| Uber Technologies (UBER) | 0.3 | $959k | 13k | 76.99 |
|
|
| Lumentum Hldgs (LITE) | 0.3 | $924k | -2% | 20k | 47.35 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.3 | $921k | +38% | 17k | 54.24 |
|
| Apollo Global Mgmt (APO) | 0.3 | $916k | -2% | 8.1k | 112.45 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $904k | 15k | 60.29 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $904k | 1.2k | 777.96 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $901k | 10k | 90.05 |
|
|
| Waste Management (WM) | 0.2 | $898k | 4.2k | 213.14 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.2 | $886k | 48k | 18.45 |
|
|
| Intel Corporation (INTC) | 0.2 | $875k | -28% | 20k | 44.17 |
|
| Paychex (PAYX) | 0.2 | $868k | 7.1k | 122.80 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $849k | 20k | 43.35 |
|
|
| Wendy's/arby's Group (WEN) | 0.2 | $841k | 45k | 18.84 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $833k | 18k | 47.46 |
|
|
| S&p Global (SPGI) | 0.2 | $831k | 2.0k | 425.50 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $782k | 11k | 70.00 |
|
|
| Draftkings Com Cl A (DKNG) | 0.2 | $768k | 17k | 45.41 |
|
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $768k | 20k | 39.36 |
|
|
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.2 | $767k | -3% | 4.2k | 184.52 |
|
| Lam Research Corporation (LRCX) | 0.2 | $741k | 763.00 | 971.57 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.2 | $741k | 15k | 50.74 |
|
|
| BP Sponsored Adr (BP) | 0.2 | $719k | +98% | 19k | 37.68 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $714k | 5.4k | 131.36 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $710k | NEW | 11k | 65.32 |
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.2 | $704k | 17k | 41.56 |
|
|
| Eversource Energy (ES) | 0.2 | $703k | +8% | 12k | 59.77 |
|
| Philip Morris International (PM) | 0.2 | $699k | 7.6k | 91.62 |
|
|
| Netflix (NFLX) | 0.2 | $697k | 1.1k | 607.33 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $690k | 3.6k | 191.90 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $689k | -2% | 2.8k | 245.96 |
|
| Sonos (SONO) | 0.2 | $688k | 36k | 19.06 |
|
|
| Cnh Indl N V SHS (CNHI) | 0.2 | $670k | NEW | 52k | 12.96 |
|
| Godaddy Cl A (GDDY) | 0.2 | $665k | 5.6k | 118.68 |
|
|
| Parke Ban (PKBK) | 0.2 | $662k | 38k | 17.23 |
|
|
| Westrock (WRK) | 0.2 | $656k | 13k | 49.45 |
|
|
| Coca-Cola Company (KO) | 0.2 | $647k | -7% | 11k | 61.18 |
|
| Wec Energy Group (WEC) | 0.2 | $642k | +2% | 7.8k | 82.12 |
|
| Packaging Corporation of America (PKG) | 0.2 | $638k | -2% | 3.4k | 189.77 |
|
| Norfolk Southern (NSC) | 0.2 | $637k | 2.5k | 254.87 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $636k | 41k | 15.73 |
|
|
| Ares Capital Corporation (ARCC) | 0.2 | $633k | 30k | 20.82 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $631k | 1.5k | 418.01 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.2 | $611k | 12k | 50.10 |
|
|
| Boeing Company (BA) | 0.2 | $607k | +4% | 3.1k | 193.01 |
|
| Clorox Company (CLX) | 0.2 | $606k | -2% | 4.0k | 153.12 |
|
| At&t (T) | 0.2 | $595k | +57% | 34k | 17.60 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $592k | 12k | 50.08 |
|
|
| Virtus Allianzgi Diversified (ACV) | 0.2 | $592k | 25k | 23.95 |
|
|
| Generac Holdings (GNRC) | 0.2 | $583k | -3% | 4.6k | 126.14 |
|
| CRH Ord (CRH) | 0.2 | $580k | -12% | 6.7k | 86.26 |
|
| Rithm Capital Corp Com New (RITM) | 0.2 | $568k | 51k | 11.16 |
|
|
| Target Corporation (TGT) | 0.2 | $553k | -6% | 3.1k | 177.23 |
|
| American Water Works (AWK) | 0.2 | $553k | +23% | 4.5k | 122.22 |
|
| Starbucks Corporation (SBUX) | 0.2 | $553k | -5% | 6.0k | 91.39 |
|
| Autodesk (ADSK) | 0.1 | $538k | 2.1k | 260.42 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $538k | +13% | 7.4k | 72.36 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $534k | 13k | 42.12 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $523k | -7% | 5.6k | 94.17 |
|
| Lincoln Electric Holdings (LECO) | 0.1 | $515k | 2.0k | 255.44 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $514k | 10k | 51.36 |
|
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.1 | $511k | 71k | 7.21 |
|
|
| PPG Industries (PPG) | 0.1 | $496k | -4% | 3.4k | 144.91 |
|
| Nucor Corporation (NUE) | 0.1 | $491k | 2.5k | 197.90 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $483k | +4% | 2.3k | 210.28 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $480k | -15% | 914.00 | 525.46 |
|
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $472k | 5.6k | 83.77 |
|
|
| Saratoga Invt Corp Com New (SAR) | 0.1 | $470k | 20k | 23.20 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.1 | $463k | 7.8k | 59.40 |
|
|
| Tegna (TGNA) | 0.1 | $462k | NEW | 31k | 14.94 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $461k | 30k | 15.38 |
|
|
| Crown Castle Intl (CCI) | 0.1 | $458k | 4.3k | 105.83 |
|
|
| Iridium Communications (IRDM) | 0.1 | $451k | 17k | 26.16 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $450k | 4.8k | 94.41 |
|
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $439k | 25k | 17.91 |
|
|
| General Electric Com New (GE) | 0.1 | $438k | NEW | 2.5k | 175.53 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $436k | 7.0k | 62.06 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $418k | 4.5k | 93.05 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $409k | 7.5k | 54.23 |
|
|
| V.F. Corporation (VFC) | 0.1 | $402k | -3% | 26k | 15.34 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $394k | NEW | 6.2k | 63.17 |
|
| Carrier Global Corporation (CARR) | 0.1 | $384k | -3% | 6.6k | 58.13 |
|
| Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) | 0.1 | $374k | 16k | 23.04 |
|
|
| American Electric Power Company (AEP) | 0.1 | $364k | 4.2k | 86.10 |
|
|
| Key (KEY) | 0.1 | $361k | +4% | 23k | 15.81 |
|
| Elanco Animal Health (ELAN) | 0.1 | $358k | NEW | 22k | 16.28 |
|
| Darden Restaurants (DRI) | 0.1 | $355k | 2.1k | 167.15 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $345k | 1.9k | 179.15 |
|
|
| Atmos Energy Corporation (ATO) | 0.1 | $344k | +4% | 2.9k | 118.88 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $340k | NEW | 4.2k | 81.78 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $335k | -4% | 2.3k | 148.73 |
|
| Te Connectivity SHS (TEL) | 0.1 | $331k | 2.3k | 145.24 |
|
|
| Otis Worldwide Corp (OTIS) | 0.1 | $330k | -4% | 3.3k | 99.26 |
|
| Metropcs Communications (TMUS) | 0.1 | $319k | -3% | 2.0k | 163.22 |
|
| Corning Incorporated (GLW) | 0.1 | $316k | 9.6k | 32.96 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $311k | -21% | 5.4k | 58.06 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $303k | -11% | 3.6k | 84.45 |
|
| Applied Materials (AMAT) | 0.1 | $300k | -5% | 1.5k | 206.23 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $298k | 623.00 | 478.39 |
|
|
| Deere & Company (DE) | 0.1 | $293k | 713.00 | 410.74 |
|
|
| Caterpillar (CAT) | 0.1 | $288k | 785.00 | 366.36 |
|
|
| Paramount Global Class B Com (PARA) | 0.1 | $286k | -15% | 24k | 11.77 |
|
| Steris Shs Usd (STE) | 0.1 | $281k | 1.2k | 224.82 |
|
|
| salesforce (CRM) | 0.1 | $278k | -3% | 924.00 | 301.18 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $270k | -20% | 500.00 | 539.93 |
|
| Ford Motor Company (F) | 0.1 | $263k | 20k | 13.28 |
|
|
| Visa Com Cl A (V) | 0.1 | $258k | 923.00 | 278.96 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) | 0.1 | $257k | 4.0k | 64.24 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $256k | 7.9k | 32.23 |
|
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $256k | -3% | 29k | 8.90 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $251k | -6% | 2.2k | 114.14 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $246k | 2.7k | 92.72 |
|
|
| Stryker Corporation (SYK) | 0.1 | $241k | 674.00 | 357.86 |
|
|
| TJX Companies (TJX) | 0.1 | $228k | -5% | 2.2k | 101.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $225k | -12% | 654.00 | 344.20 |
|
| Under Armour Cl A (UAA) | 0.1 | $222k | 30k | 7.38 |
|
|
| Marathon Oil Corporation (MRO) | 0.1 | $215k | NEW | 7.6k | 28.34 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $214k | -21% | 822.00 | 259.90 |
|
| Fifth Third Ban (FITB) | 0.1 | $213k | NEW | 5.7k | 37.21 |
|
| Greif CL B (GEF.B) | 0.1 | $209k | NEW | 3.0k | 69.52 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $208k | NEW | 375.00 | 555.79 |
|
| Lancaster Colony (LANC) | 0.1 | $208k | NEW | 1.0k | 207.63 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.1 | $206k | NEW | 4.9k | 42.13 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $205k | NEW | 1.7k | 124.17 |
|
| Aon Shs Cl A (AON) | 0.1 | $203k | NEW | 608.00 | 333.72 |
|
| Shell Spon Ads (SHEL) | 0.1 | $200k | NEW | 3.0k | 67.04 |
|
| Banco Santander Adr (SAN) | 0.1 | $191k | 39k | 4.84 |
|
|
| Old National Ban (ONB) | 0.0 | $179k | 10k | 17.41 |
|
|
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.0 | $161k | 12k | 13.64 |
|
|
| Tilray (TLRY) | 0.0 | $105k | 43k | 2.47 |
|
|
| Compass Pathways Sponsored Ads (CMPS) | 0.0 | $94k | 11k | 8.32 |
|
|
| First Fndtn (FFWM) | 0.0 | $89k | 12k | 7.55 |
|
|
| Taboola.com Ord Shs (TBLA) | 0.0 | $58k | 13k | 4.44 |
|
|
| Carecloud (CCLD) | 0.0 | $35k | 30k | 1.16 |
|
|
| Prospect Cap Corp Note 6.375% 3/0 | 0.0 | $9.9k | NEW | 10k | 0.99 |
|
Past Filings by Mcdonald Partners
SEC 13F filings are viewable for Mcdonald Partners going back to 2020
- 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
- Mcdonald Partners 2021 Q2 filed July 23, 2021
- Mcdonald Partners 2021 Q1 filed April 15, 2021