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 September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.1 $18M 62k 281.92
Apple (AAPL) 3.9 $17M 117k 141.50
JPMorgan Chase & Co. (JPM) 2.0 $8.4M 52k 163.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $7.9M 29k 272.94
Eaton Corp SHS (ETN) 1.8 $7.5M 50k 149.30
Ishares Tr Blackrock Ultra (ICSH) 1.6 $6.9M +5% 138k 50.50
Roku Com Cl A (ROKU) 1.6 $6.6M 21k 313.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $6.4M 16k 394.43
Walt Disney Company (DIS) 1.5 $6.4M 38k 169.16
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $5.8M -2% 38k 153.60
L3harris Technologies (LHX) 1.3 $5.7M +2% 26k 220.24
Adobe Systems Incorporated (ADBE) 1.3 $5.6M 9.7k 575.70
Ishares Tr Core Msci Eafe (IEFA) 1.3 $5.5M +3% 75k 74.24
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $5.3M 54k 98.38

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Pfizer (PFE) 1.2 $5.2M 121k 43.01
Raytheon Technologies Corp (RTX) 1.2 $5.1M 60k 85.96
Pentair SHS (PNR) 1.1 $4.5M +3% 63k 72.64
Thermo Fisher Scientific (TMO) 1.1 $4.5M 7.9k 571.30
Chevron Corporation (CVX) 1.1 $4.5M +18% 44k 101.46
Amgen (AMGN) 1.0 $4.4M 21k 212.67
Johnson & Johnson (JNJ) 1.0 $4.3M 27k 161.50
Cisco Systems (CSCO) 1.0 $4.3M +2% 78k 54.43
Pepsi (PEP) 1.0 $4.1M -2% 27k 150.43
CVS Caremark Corporation (CVS) 1.0 $4.1M -3% 48k 84.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $4.0M -3% 9.3k 429.10
Honeywell International (HON) 0.9 $4.0M 19k 212.31
Sherwin-Williams Company (SHW) 0.9 $3.9M +75% 14k 279.75
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $3.8M 35k 109.18
Ishares Tr Core S&p Us Gwt (IUSG) 0.9 $3.7M 36k 102.40
Oracle Corporation (ORCL) 0.9 $3.7M -8% 42k 87.14
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $3.5M +2% 13k 263.11
Amazon (AMZN) 0.8 $3.5M +19% 1.1k 3285.04
United Parcel Service CL B (UPS) 0.8 $3.3M 18k 182.10
Illumina (ILMN) 0.8 $3.3M 8.0k 405.62
Ambarella SHS (AMBA) 0.7 $3.2M 20k 155.73
Smucker J M Com New (SJM) 0.7 $3.1M +2% 26k 120.02
Gilead Sciences (GILD) 0.7 $3.0M 44k 69.85
Accenture Plc Ireland Shs Class A (ACN) 0.7 $3.0M 9.5k 319.98
Ishares Core Msci Emkt (IEMG) 0.7 $2.9M +3% 47k 61.76
Tractor Supply Company (TSCO) 0.7 $2.8M 14k 202.64
Texas Instruments Incorporated (TXN) 0.7 $2.8M 15k 192.22
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.7M +6% 1.0k 2665.37
Ishares Tr Tips Bd Etf (TIP) 0.6 $2.7M +7% 21k 127.71
Ishares Tr Core S&p500 Etf (IVV) 0.6 $2.6M +3% 6.0k 430.79
Phillips 66 (PSX) 0.6 $2.6M +2% 37k 70.03
Exxon Mobil Corporation (XOM) 0.6 $2.5M +13% 43k 58.81
V.F. Corporation (VFC) 0.6 $2.5M +8% 37k 66.98
Ishares Msci World Etf (URTH) 0.6 $2.4M 19k 126.48
Hyster Yale Matls Handling I Cl A (HY) 0.6 $2.4M -5% 48k 50.26
Crown Castle Intl (CCI) 0.6 $2.4M 14k 173.33
Brown Forman Corp CL B (BF.B) 0.5 $2.2M +4% 34k 67.02
Intel Corporation (INTC) 0.5 $2.2M 41k 53.29
Us Bancorp Del Com New (USB) 0.5 $2.1M +8% 36k 59.44
UnitedHealth (UNH) 0.5 $2.0M +4% 5.2k 390.65
First Tr Value Line Divid In SHS (FVD) 0.5 $2.0M +6% 52k 39.20
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $2.0M 18k 114.85
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.0M 753.00 2673.31
3M Company (MMM) 0.5 $2.0M +4% 12k 175.38
Blackstone Group Inc Com Cl A (BX) 0.5 $2.0M +18% 17k 116.36
Procter & Gamble Company (PG) 0.5 $2.0M 14k 139.78
Merck & Co (MRK) 0.5 $2.0M 26k 75.09
Marriott Intl Cl A (MAR) 0.4 $1.9M 13k 148.06
NVIDIA Corporation (NVDA) 0.4 $1.9M +282% 9.2k 207.20
Nextera Energy (NEE) 0.4 $1.9M +4% 24k 78.51
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.4 $1.8M 121k 15.03
Abbvie (ABBV) 0.4 $1.8M +2% 17k 107.84
Xylem (XYL) 0.4 $1.8M 15k 123.70
International Business Machines (IBM) 0.4 $1.8M -13% 13k 138.92
Waste Management (WM) 0.4 $1.7M -3% 12k 149.40
Adaptive Biotechnologies Cor (ADPT) 0.4 $1.7M 51k 33.99
At&t (T) 0.4 $1.7M -9% 62k 27.02
Verizon Communications (VZ) 0.4 $1.7M +12% 31k 54.00
Home Depot (HD) 0.4 $1.7M +2% 5.1k 328.28
WD-40 Company (WDFC) 0.4 $1.7M 7.2k 231.43
Las Vegas Sands (LVS) 0.4 $1.7M +57% 45k 36.61
Viacomcbs CL B (VIAC) 0.4 $1.7M +17% 42k 39.52
Lockheed Martin Corporation (LMT) 0.4 $1.6M +9% 4.7k 345.05
Fox Corp Cl A Com (FOXA) 0.4 $1.6M +93% 40k 40.10
Lumentum Hldgs (LITE) 0.4 $1.6M +4% 19k 83.53
Gartner (IT) 0.4 $1.6M 5.2k 303.90
Abbott Laboratories (ABT) 0.4 $1.6M +2% 13k 118.14
McDonald's Corporation (MCD) 0.4 $1.6M -8% 6.4k 241.19
Lowe's Companies (LOW) 0.4 $1.5M +5% 7.6k 202.88
American Tower Reit (AMT) 0.4 $1.5M +3% 5.7k 265.37
Morgan Stanley Com New (MS) 0.3 $1.4M -7% 15k 97.29
Becton, Dickinson and (BDX) 0.3 $1.4M +4% 5.7k 245.89
Packaging Corporation of America (PKG) 0.3 $1.4M 10k 137.43
Coca-Cola Company (KO) 0.3 $1.3M -5% 26k 52.47
Citigroup Com New (C) 0.3 $1.3M -3% 19k 70.16
Qualcomm (QCOM) 0.3 $1.3M 10k 128.99
Automatic Data Processing (ADP) 0.3 $1.3M -7% 6.6k 199.94
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.3M 3.7k 357.88
BlackRock (BLK) 0.3 $1.3M +16% 1.6k 838.59
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.3M +25% 8.7k 148.08
Facebook Cl A (FB) 0.3 $1.3M +12% 3.8k 339.45
Nike CL B (NKE) 0.3 $1.3M 8.6k 145.28
Emerson Electric (EMR) 0.3 $1.3M +13% 13k 94.23
Wal-Mart Stores (WMT) 0.3 $1.2M +6% 8.9k 139.38
Goldman Sachs (GS) 0.3 $1.2M -9% 3.3k 378.10
Cleveland-cliffs (CLF) 0.3 $1.2M +10% 61k 19.80
Sonos (SONO) 0.3 $1.2M NEW 37k 32.35
Linde SHS (LIN) 0.3 $1.2M -12% 4.1k 293.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.2M 7.7k 156.52
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.2M 26k 45.70
Ark Etf Tr Innovation Etf (ARKK) 0.3 $1.2M 11k 110.55
Philip Morris International (PM) 0.3 $1.2M -12% 12k 94.80
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $1.2M 5.3k 221.99
Constellation Brands Cl A (STZ) 0.3 $1.2M +14% 5.5k 210.74
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $1.2M 11k 101.75
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $1.1M 16k 73.52
AFLAC Incorporated (AFL) 0.3 $1.1M +2% 22k 52.13
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.3 $1.1M +6% 13k 85.38
Costco Wholesale Corporation (COST) 0.3 $1.1M 2.4k 449.59
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.1M 3.7k 290.08
Medtronic SHS (MDT) 0.2 $1.0M 8.4k 125.33
Analog Devices (ADI) 0.2 $1.0M +5% 6.2k 167.53
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.2 $1.0M -5% 5.5k 185.94
Jacobs Engineering (J) 0.2 $1.0M 7.7k 132.54
Wendy's/arby's Group (WEN) 0.2 $1.0M -2% 46k 21.67
Union Pacific Corporation (UNP) 0.2 $997k +45% 5.1k 195.99
Vodafone Group Sponsored Adr (VOD) 0.2 $983k -14% 64k 15.45
Select Sector Spdr Tr Energy (XLE) 0.2 $977k +12% 19k 52.09
Corning Incorporated (GLW) 0.2 $973k 27k 36.50
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $964k 7.2k 133.00
CF Bankshares (CFBK) 0.2 $958k 47k 20.45
Clorox Company (CLX) 0.2 $958k +7% 5.8k 165.54
Netflix (NFLX) 0.2 $948k -4% 1.6k 610.43
J P Morgan Exchange-traded F Equity Premium (JEPI) 0.2 $936k +127% 16k 59.64
General Dynamics Corporation (GD) 0.2 $934k 4.8k 196.14
Huntington Bancshares Incorporated (HBAN) 0.2 $925k +14% 60k 15.46
Harley-Davidson (HOG) 0.2 $923k +7% 25k 36.60
Nordson Corporation (NDSN) 0.2 $909k 3.8k 238.27
Royal Dutch Shell Spon Adr B (RDS.B) 0.2 $907k +73% 21k 44.27
Marathon Petroleum Corp (MPC) 0.2 $870k -2% 14k 61.79
Comcast Corp Cl A (CMCSA) 0.2 $867k +20% 16k 55.95
Westrock (WRK) 0.2 $860k 17k 49.81
Abb Sponsored Adr (ABB) 0.2 $857k -15% 26k 33.37
Parke Ban (PKBK) 0.2 $842k 38k 21.90
Illinois Tool Works (ITW) 0.2 $837k 4.1k 206.67
Motorola Solutions Com New (MSI) 0.2 $827k 3.6k 232.17
Air Products & Chemicals (APD) 0.2 $818k +6% 3.2k 256.02
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $815k 9.5k 86.19
Starbucks Corporation (SBUX) 0.2 $806k +54% 7.3k 110.26
FactSet Research Systems (FDS) 0.2 $800k +2% 2.0k 394.87
Bank of America Corporation (BAC) 0.2 $783k 18k 42.45
ConocoPhillips (COP) 0.2 $777k +9% 12k 67.74
Under Armour Cl A (UAA) 0.2 $774k 38k 20.17
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.2 $772k -10% 12k 64.02
Polaris Industries (PII) 0.2 $767k +24% 6.4k 119.62
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $763k 20k 38.81
W.W. Grainger (GWW) 0.2 $744k +14% 1.9k 393.23
Autodesk (ADSK) 0.2 $738k 2.6k 285.16
Paychex (PAYX) 0.2 $718k -8% 6.4k 112.40
Principal Financial (PFG) 0.2 $717k 11k 64.44
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $716k +5% 10k 68.74
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $713k 9.5k 74.83
Boston Scientific Corporation (BSX) 0.2 $712k -2% 16k 43.37
Ishares Tr Russell 2000 Etf (IWM) 0.2 $706k +14% 3.2k 218.64
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $676k 3.7k 182.46
Chubb (CB) 0.2 $670k +8% 3.9k 173.53
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $652k -2% 2.8k 235.98
Bristol Myers Squibb (BMY) 0.2 $649k +6% 11k 59.19
Norfolk Southern (NSC) 0.1 $634k 2.6k 239.43
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $624k +12% 16k 39.00
Diageo Spon Adr New (DEO) 0.1 $610k 3.2k 192.98
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.1 $610k 30k 20.54
Eversource Energy (ES) 0.1 $605k +6% 7.4k 81.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $602k 7.3k 82.47
Mondelez Intl Cl A (MDLZ) 0.1 $601k +18% 10k 58.21
Target Corporation (TGT) 0.1 $600k 2.6k 228.75
Discovery Com Ser A (DISCA) 0.1 $599k +31% 24k 25.38
PNC Financial Services (PNC) 0.1 $599k 3.1k 195.69
Melco Resorts And Entmnt Adr (MLCO) 0.1 $596k +292% 58k 10.24
Invesco Db Commdy Indx Trck Unit (DBC) 0.1 $595k 30k 20.17
Vanguard Index Fds Small Cp Etf (VB) 0.1 $581k 2.7k 218.67
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $581k +4% 2.9k 201.60
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.1 $560k 15k 37.33
Select Sector Spdr Tr Financial (XLF) 0.1 $559k +19% 15k 37.52
Dolby Laboratories Com Cl A (DLB) 0.1 $549k 6.2k 88.08
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN) 0.1 $547k 12k 44.60
Colgate-Palmolive Company (CL) 0.1 $546k +13% 7.2k 75.54
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.1 $545k +18% 5.6k 97.74
salesforce (CRM) 0.1 $541k +8% 2.0k 271.31
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $536k 2.0k 266.80
Advanced Micro Devices (AMD) 0.1 $534k -16% 5.2k 102.85
Broadcom (AVGO) 0.1 $522k -36% 1.1k 485.13
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $509k +3% 11k 46.00
Nucor Corporation (NUE) 0.1 $508k +90% 5.2k 98.58
Ishares U S Etf Tr Blackrock Short (MEAR) 0.1 $499k 10k 50.15
Zoetis Cl A (ZTS) 0.1 $494k 2.5k 194.03
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $494k +6% 2.8k 178.08
Ishares Tr Ishares Biotech (IBB) 0.1 $493k +24% 3.0k 161.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $488k +18% 9.3k 52.63
Dow (DOW) 0.1 $477k 8.3k 57.55
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) 0.1 $474k -5% 32k 14.98
Siren Etf Tr Divcn Ldrs Etf (LEAD) 0.1 $472k +4% 8.8k 53.75
Boeing Company (BA) 0.1 $467k +11% 2.1k 220.08
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $460k 1.7k 274.14
Carrier Global Corporation (CARR) 0.1 $451k +5% 8.7k 51.79
Canopy Gro (CGC) 0.1 $450k +36% 32k 13.87
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $448k 3.2k 140.62
Wec Energy Group (WEC) 0.1 $446k +15% 5.1k 88.19
Crestwood Equity Partners Unit Ltd Partner (CEQP) 0.1 $436k +44% 15k 28.40
Lam Research Corporation (LRCX) 0.1 $434k 763.00 568.81
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $431k 8.5k 50.51
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $419k 7.8k 53.72
PPG Industries (PPG) 0.1 $415k -18% 2.9k 143.15
Otis Worldwide Corp (OTIS) 0.1 $414k +4% 5.0k 82.32
Godaddy Cl A (GDDY) 0.1 $411k 5.9k 69.66
Cigna Corp (CI) 0.1 $406k +39% 2.0k 200.39
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $403k 6.7k 60.04
MPLX Com Unit Rep Ltd (MPLX) 0.1 $401k 14k 28.49
First Guaranty Bancshares (FGBI) 0.1 $401k 20k 20.05
Key (KEY) 0.1 $400k +18% 19k 21.62
Mueller Wtr Prods Com Ser A (MWA) 0.1 $400k +8% 26k 15.24
IDEXX Laboratories (IDXX) 0.1 $399k 642.00 621.50
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $391k -14% 9.2k 42.56
Te Connectivity Reg Shs (TEL) 0.1 $390k 2.8k 137.08
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $389k -7% 9.1k 42.56
Twitter (TWTR) 0.1 $388k -10% 6.4k 60.40
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $384k 5.4k 70.84
Under Armour CL C (UA) 0.1 $378k 22k 17.53
Ishares Tr Core Div Grwth (DGRO) 0.1 $374k 7.4k 50.27
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $370k +7% 5.9k 62.56
Paypal Holdings (PYPL) 0.1 $364k +13% 1.4k 260.37
American Electric Power Company (AEP) 0.1 $363k +5% 4.5k 81.12
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.1 $360k +15% 5.1k 70.53
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.1 $358k 14k 26.04
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.1 $356k 6.6k 53.57
Duke Energy Corp Com New (DUK) 0.1 $354k +6% 3.6k 97.71
Vanguard Index Fds Value Etf (VTV) 0.1 $348k 2.6k 135.20
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $348k -5% 4.7k 73.93
Darden Restaurants (DRI) 0.1 $345k 2.3k 151.52
Madison Square Grdn Entertnm Cl A (MSGE) 0.1 $344k -2% 4.7k 72.62
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $344k 1.5k 236.59
Albemarle Corporation (ALB) 0.1 $335k +20% 1.5k 218.95
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $334k +7% 6.7k 50.00
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $333k 3.2k 102.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $329k 4.2k 78.09
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $325k 3.7k 88.46
Ingevity (NGVT) 0.1 $321k 4.5k 71.32
Kimberly-Clark Corporation (KMB) 0.1 $320k 2.4k 132.23
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.1 $315k -49% 6.3k 50.38
Ishares Tr National Mun Etf (MUB) 0.1 $312k 2.7k 115.99
Glaxosmithkline Sponsored Adr (GSK) 0.1 $310k +20% 8.1k 38.26
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $307k -3% 2.4k 130.20
Vanguard World Fds Financials Etf (VFH) 0.1 $305k 3.3k 92.59
American Water Works (AWK) 0.1 $300k -2% 1.8k 169.01
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $289k +3% 1.8k 160.38
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $287k 11k 26.56
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $286k 1.6k 181.59
Vanguard World Fds Health Car Etf (VHT) 0.1 $282k 1.1k 246.94
Draftkings Com Cl A (DKNG) 0.1 $281k +13% 5.8k 48.22
Tesla Motors (TSLA) 0.1 $278k 359.00 774.37
Metropcs Communications (TMUS) 0.1 $272k -39% 2.1k 127.58
Flux Pwr Hldgs Com New (FLUX) 0.1 $268k +14% 53k 5.08
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $268k +17% 668.00 401.20
Parker-Hannifin Corporation (PH) 0.1 $266k 950.00 280.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $265k 3.2k 82.45
S&p Global (SPGI) 0.1 $264k +6% 622.00 424.44
Lincoln Electric Holdings (LECO) 0.1 $263k 2.0k 128.92
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $263k 1.6k 169.46
Steris Shs Usd (STE) 0.1 $262k 1.3k 204.37
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $261k +5% 3.3k 79.09
Crown Holdings (CCK) 0.1 $257k +10% 2.6k 100.67
Post Holdings Inc Common (POST) 0.1 $253k 2.3k 110.00
Equinix (EQIX) 0.1 $252k -29% 319.00 789.97
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.1 $249k 4.9k 50.54
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $244k 2.4k 100.78
Nacco Inds Cl A (NC) 0.1 $239k -3% 8.0k 29.80
Visa Com Cl A (V) 0.1 $236k +2% 1.1k 223.06
Barclays Adr (BCS) 0.1 $232k -4% 23k 10.32
Deere & Company (DE) 0.1 $231k 688.00 335.76
First Tr Exchange Traded Intl Equity Opp (FPXI) 0.1 $227k 3.5k 64.05
Atreca Cl A Com (BCEL) 0.1 $221k 36k 6.23
Provident Financial Services (PFS) 0.1 $221k 9.4k 23.42
Church & Dwight (CHD) 0.1 $220k 2.7k 82.58
Ford Motor Company (F) 0.1 $217k -11% 15k 14.18
Helmerich & Payne (HP) 0.1 $217k -8% 7.9k 27.41
CSX Corporation (CSX) 0.0 $210k +4% 7.1k 29.79
Fifth Third Ban (FITB) 0.0 $205k NEW 4.8k 42.45
HSBC HLDGS Spon Adr New (HSBC) 0.0 $205k +9% 7.8k 26.15
Scotts Miracle-gro Cl A (SMG) 0.0 $203k +6% 1.4k 146.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $203k 2.4k 85.44
Cree (CREE) 0.0 $202k 2.5k 80.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $201k NEW 1.6k 127.46
Liberty Media Corp Del Com C Siriusxm (LSXMK) 0.0 $200k -32% 4.2k 47.59
Ares Coml Real Estate (ACRE) 0.0 $177k 12k 15.10
Old National Ban (ONB) 0.0 $174k 10k 16.96
BlackRock Municipal Income Trust II (BLE) 0.0 $171k 11k 15.11
Therapeuticsmd (TXMD) 0.0 $168k +21% 226k 0.74
Viatris (VTRS) 0.0 $165k +6% 12k 13.59
Carecloud (MTBC) 0.0 $156k 21k 7.60
Banco Santander Adr (SAN) 0.0 $142k -5% 39k 3.61
Proshares Tr Ultrashrt S&p500 (SDS) 0.0 $106k 12k 8.83
Spectrum Pharmaceuticals (SPPI) 0.0 $98k 45k 2.18
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $70k 29k 2.45
Digitalbridge Group Cl A Com (DBRG) 0.0 $63k 11k 6.01
Nokia Corp Sponsored Adr (NOK) 0.0 $55k NEW 10k 5.50

Past Filings by Mcdonald Partners

SEC 13F filings are viewable for Mcdonald Partners going back to 2020