Buffington Mohr McNeal

Buffington Mohr McNeal as of Dec. 31, 2022

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 120 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Etf Etf (SCHX) 7.4 $32M 702k 45.15
Ishares Short Term Corporate Bond Etf (IGSB) 5.3 $23M 457k 49.82
Danaher Corporation Stock (DHR) 4.1 $18M 66k 265.42
Microsoft Corp Stock (MSFT) 4.1 $18M 73k 239.82
Costco Whsl Corp Stock (COST) 4.0 $17M 37k 456.49
Thermo Fisher Scientific Stock (TMO) 3.7 $16M 29k 550.69
Technology Select Sector Spdr Fund Etf (XLK) 3.3 $14M 115k 124.44
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.7 $12M 498k 23.35
Honeywell Intl Stock (HON) 2.6 $11M 52k 214.30
Amphenol Corp New Cl A Stock (APH) 2.5 $11M 144k 76.14
Air Prods & Chems Stock (APD) 2.4 $10M 34k 308.26
Abbott Labs Stock (ABT) 2.4 $10M 92k 109.79
Ametek Stock (AME) 2.2 $9.5M 68k 139.72
Ishares Core S&p 500 Etf Etf (IVV) 2.2 $9.4M 25k 384.21
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 2.1 $9.2M 191k 47.86
Jpmorgan Chase & Co Stock (JPM) 2.1 $9.1M 68k 134.10
Merck & Co Stock (MRK) 2.1 $8.9M 80k 110.95
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 1.9 $8.1M 334k 24.32
Visa Inc Com Cl A Stock (V) 1.8 $7.8M 38k 207.76
Vanguard Real Estate Etf Etf (VNQ) 1.8 $7.7M 94k 82.48
United Rentals Stock (URI) 1.8 $7.6M 21k 355.42
Vanguard Small Cap Value Etf Etf (VBR) 1.7 $7.4M 47k 158.80
Crown Castle Reit (CCI) 1.7 $7.4M 54k 135.64
S&p Global Stock (SPGI) 1.5 $6.5M 19k 334.95
Apple Stock (AAPL) 1.4 $6.2M 48k 129.93
Kkr & Co Stock (KKR) 1.3 $5.8M 124k 46.42
Advanced Micro Devices Stock (AMD) 1.3 $5.4M 83k 64.77
Texas Instrs Stock (TXN) 1.2 $5.2M 31k 165.22
Freeport-mcmoran Inc Cl B Stock (FCX) 1.2 $5.1M 135k 38.00
Teleflex Incorporated Stock (TFX) 1.2 $5.1M 21k 249.63
Chevron Corp Stock (CVX) 1.2 $5.0M 28k 179.49
Ecolab Stock (ECL) 1.1 $4.8M 33k 145.56
Chubb Stock (CB) 1.0 $4.5M 20k 220.60
Fiserv Stock (FI) 1.0 $4.4M 43k 101.07
Amazon Stock (AMZN) 1.0 $4.3M 51k 84.00
Broadridge Finl Solutions Stock (BR) 0.9 $3.9M 29k 134.13
Fidelity Natl Information Svcs Stock (FIS) 0.8 $3.4M 50k 67.85
Vmware Inc Cl A Stock 0.7 $3.1M 25k 122.76
Home Depot Stock (HD) 0.7 $2.8M 9.0k 315.86
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.7 $2.8M 115k 24.42
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $2.5M 18k 141.25
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $2.3M 26k 88.23
Micron Technology Stock (MU) 0.5 $2.3M 45k 49.98
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $2.2M 25k 88.73
American Wtr Wks Stock (AWK) 0.4 $1.6M 10k 152.42
Lilly Eli & Co Stock (LLY) 0.4 $1.5M 4.2k 365.84
Bank America Corp Stock (BAC) 0.4 $1.5M 46k 33.12
Marvell Technology Stock (MRVL) 0.4 $1.5M 41k 37.04
Johnson & Johnson Stock (JNJ) 0.4 $1.5M 8.6k 176.65
Us Bancorp Del Stock (USB) 0.3 $1.4M 33k 43.61
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.4M 4.0k 351.34
Cvs Health Corp Stock (CVS) 0.3 $1.3M 14k 93.19
Elevance Health Stock (ELV) 0.3 $1.3M 2.6k 512.97
Nxp Semiconductors N V Stock (NXPI) 0.3 $1.3M 8.1k 158.02
Raytheon Technologies Corp Stock (RTX) 0.3 $1.3M 13k 100.92
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.3 $1.3M 53k 23.77
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $1.3M 4.7k 266.84
Procter And Gamble Stock (PG) 0.3 $1.3M 8.3k 151.56
Xylem Stock (XYL) 0.3 $1.3M 11k 110.57
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.2M 4.0k 308.88
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.3 $1.2M 39k 32.17
Centene Corp Del Stock (CNC) 0.3 $1.2M 15k 82.01
Nike Inc Cl B Stock (NKE) 0.3 $1.2M 11k 117.01
Robert Half Intl Stock (RHI) 0.3 $1.2M 16k 73.83
Coca Cola Stock (KO) 0.3 $1.1M 17k 63.61
Markel Corp Stock (MKL) 0.3 $1.1M 822.00 1316.96
Vulcan Matls Stock (VMC) 0.3 $1.1M 6.1k 175.11
Corning Stock (GLW) 0.2 $1.1M 34k 31.94
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.2 $1.0M 11k 94.51
Disney Walt Stock (DIS) 0.2 $1.0M 12k 86.88
Solaredge Technologies Stock (SEDG) 0.2 $1.0M 3.5k 283.27
Wells Fargo Stock (WFC) 0.2 $1.0M 24k 41.29
Unitedhealth Group Stock (UNH) 0.2 $964k 1.8k 530.28
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $878k 4.1k 214.24
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.2 $842k 12k 71.79
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $792k 2.1k 382.43
Pfizer Stock (PFE) 0.2 $788k 15k 51.24
Carrier Global Corporation Stock (CARR) 0.2 $783k 19k 41.25
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $765k 10k 75.19
Automatic Data Processing Stock (ADP) 0.2 $764k 3.2k 238.86
Henry Schein Stock (HSIC) 0.2 $739k 9.3k 79.87
Church & Dwight Stock (CHD) 0.2 $730k 9.1k 80.61
Ishares Ibonds 2023 Corp Bond Etf 0.2 $720k 29k 25.03
Union Pac Corp Stock (UNP) 0.2 $702k 3.4k 207.07
M & T Bk Corp Stock (MTB) 0.2 $689k 4.8k 145.06
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $665k 20k 33.02
First Solar Stock (FSLR) 0.2 $655k 4.4k 149.79
Newmont Corp Stock (NEM) 0.2 $651k 14k 47.20
Comcast Corp New Cl A Stock (CMCSA) 0.1 $634k 18k 34.97
Idex Corp Stock (IEX) 0.1 $625k 2.7k 228.33
Exxon Mobil Corp Stock (XOM) 0.1 $621k 5.6k 110.30
Pacific Premier Bancorp Stock (PPBI) 0.1 $607k 19k 31.56
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $592k 3.1k 191.16
Idacorp Stock (IDA) 0.1 $570k 5.3k 107.85
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $519k 2.1k 241.89
Fidelity Msci Real Estate Index Etf Etf (FREL) 0.1 $457k 18k 24.81
Edwards Lifesciences Corp Stock (EW) 0.1 $456k 6.1k 74.61
Fedex Corp Stock (FDX) 0.1 $431k 2.5k 173.20
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $404k 2.7k 151.85
Catalent Stock (CTLT) 0.1 $400k 8.9k 45.01
Pepsico Stock (PEP) 0.1 $379k 2.1k 180.66
Nextera Energy Stock (NEE) 0.1 $362k 4.3k 83.60
Ishares Russell 2000 Etf Etf (IWM) 0.1 $358k 2.1k 174.36
Genuine Parts Stock (GPC) 0.1 $356k 2.1k 173.51
Oracle Corp Stock (ORCL) 0.1 $325k 4.0k 81.74
International Business Machs Stock (IBM) 0.1 $321k 2.3k 140.89
Walmart Stock (WMT) 0.1 $305k 2.2k 141.80
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $302k 3.7k 81.70
3M Stock (MMM) 0.1 $299k 2.5k 119.92
Invesco Qqq Trust Etf (QQQ) 0.1 $285k 1.1k 266.18
Vanguard Mid-cap Etf Etf (VO) 0.1 $268k 1.3k 203.81
Waters Corp Stock (WAT) 0.1 $267k 780.00 342.58
Aflac Stock (AFL) 0.1 $248k 3.4k 71.94
United Parcel Service Inc Cl B Stock (UPS) 0.1 $247k 1.4k 173.84
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $246k 4.9k 50.00
Morgan Stanley Stock (MS) 0.1 $240k 2.8k 85.02
First Fndtn Stock (FFWM) 0.1 $239k 17k 14.33
Verizon Communications Stock (VZ) 0.1 $222k 5.6k 39.40
Martin Marietta Matls Stock (MLM) 0.0 $203k 600.00 337.97
Clarivate Plc Ord Stock (CLVT) 0.0 $153k 18k 8.34