Buffington Mohr McNeal

Buffington Mohr McNeal as of March 31, 2023

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 123 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Etf Etf (SCHX) 7.8 $34M 699k 48.37
Microsoft Corp Stock (MSFT) 4.8 $21M 73k 288.30
Ishares Short Term Corporate Bond Etf (IGSB) 4.6 $20M 399k 50.54
Costco Whsl Corp Stock (COST) 4.2 $19M 37k 496.87
Technology Select Sector Spdr Fund Etf (XLK) 3.9 $17M 114k 151.01
Danaher Corporation Stock (DHR) 3.8 $17M 66k 252.04
Thermo Fisher Scientific Stock (TMO) 3.7 $16M 28k 576.37
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 3.2 $14M 587k 23.73
Amphenol Corp New Cl A Stock (APH) 2.7 $12M 144k 81.72
Ishares Core S&p 500 Etf Etf (IVV) 2.3 $10M 25k 411.07
Honeywell Intl Stock (HON) 2.3 $10M 53k 191.12
Ametek Stock (AME) 2.3 $9.8M 68k 145.33
Air Prods & Chems Stock (APD) 2.2 $9.7M 34k 287.21
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 2.2 $9.6M 392k 24.53
Abbott Labs Stock (ABT) 2.2 $9.5M 94k 101.26
Jpmorgan Chase & Co Stock (JPM) 2.1 $9.0M 69k 130.31
Merck & Co Stock (MRK) 2.0 $8.6M 81k 106.39
Visa Inc Com Cl A Stock (V) 2.0 $8.6M 38k 225.46
United Rentals Stock (URI) 1.9 $8.5M 21k 395.77
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 1.8 $8.0M 166k 48.48
Advanced Micro Devices Stock (AMD) 1.8 $8.0M 81k 98.01
Apple Stock (AAPL) 1.8 $7.8M 47k 164.90
Vanguard Small Cap Value Etf Etf (VBR) 1.7 $7.6M 48k 158.76
Crown Castle Reit (CCI) 1.7 $7.2M 54k 133.84
S&p Global Stock (SPGI) 1.6 $6.8M 20k 344.77
Kkr & Co Stock (KKR) 1.5 $6.5M 124k 52.52
Texas Instrs Stock (TXN) 1.3 $5.8M 31k 186.01
Freeport-mcmoran Inc Cl B Stock (FCX) 1.3 $5.6M 136k 40.91
Ecolab Stock (ECL) 1.3 $5.5M 33k 165.53
Amazon Stock (AMZN) 1.2 $5.3M 51k 103.29
Chubb Stock (CB) 1.1 $4.9M 25k 194.18
Fiserv Stock (FI) 1.1 $4.8M 42k 113.03
Chevron Corp Stock (CVX) 1.0 $4.5M 27k 163.16
Broadridge Finl Solutions Stock (BR) 1.0 $4.2M 28k 146.57
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.8 $3.4M 139k 24.59
Home Depot Stock (HD) 0.7 $3.2M 11k 295.12
Micron Technology Stock (MU) 0.6 $2.7M 45k 60.34
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $2.7M 26k 103.73
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $2.6M 18k 144.62
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $2.6M 25k 104.00
Elevance Health Stock (ELV) 0.4 $1.8M 3.8k 459.81
Marvell Technology Stock (MRVL) 0.4 $1.7M 39k 43.30
American Wtr Wks Stock (AWK) 0.3 $1.5M 10k 146.49
Nxp Semiconductors N V Stock (NXPI) 0.3 $1.5M 8.2k 186.46
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.5M 4.0k 376.08
Lilly Eli & Co Stock (LLY) 0.3 $1.5M 4.3k 343.42
Raytheon Technologies Corp Stock (RTX) 0.3 $1.5M 15k 97.93
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.3 $1.3M 41k 33.03
Bank America Corp Stock (BAC) 0.3 $1.3M 47k 28.60
Johnson & Johnson Stock (JNJ) 0.3 $1.3M 8.6k 155.00
Robert Half Intl Stock (RHI) 0.3 $1.3M 16k 80.57
Nike Inc Cl B Stock (NKE) 0.3 $1.3M 11k 122.64
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB) 0.3 $1.3M 54k 24.06
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.2M 11k 113.95
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.2M 4.0k 308.75
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $1.2M 4.3k 285.81
Xylem Stock (XYL) 0.3 $1.2M 12k 104.70
Corning Stock (GLW) 0.3 $1.2M 34k 35.28
Us Bancorp Del Stock (USB) 0.3 $1.2M 33k 36.05
Teleflex Incorporated Stock (TFX) 0.3 $1.2M 4.6k 253.31
Cvs Health Corp Stock (CVS) 0.3 $1.1M 15k 74.31
Disney Walt Stock (DIS) 0.3 $1.1M 11k 100.13
Unilever Adr (UL) 0.3 $1.1M 21k 51.93
Markel Corp Stock (MKL) 0.2 $1.1M 851.00 1276.91
Solaredge Technologies Stock (SEDG) 0.2 $1.1M 3.5k 303.95
Vulcan Matls Stock (VMC) 0.2 $1.1M 6.1k 171.56
Coca Cola Stock (KO) 0.2 $1.0M 17k 62.03
Idex Corp Stock (IEX) 0.2 $1.0M 4.4k 231.03
Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $1.0M 4.1k 244.33
First Solar Stock (FSLR) 0.2 $951k 4.4k 217.50
Centene Corp Del Stock (CNC) 0.2 $945k 15k 63.21
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.2 $915k 12k 77.99
Wells Fargo Stock (WFC) 0.2 $908k 24k 37.38
Unitedhealth Group Stock (UNH) 0.2 $867k 1.8k 472.68
Carrier Global Corporation Stock (CARR) 0.2 $862k 19k 45.75
Newmont Corp Stock (NEM) 0.2 $840k 17k 49.02
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $827k 2.0k 409.39
Church & Dwight Stock (CHD) 0.2 $800k 9.1k 88.41
Automatic Data Processing Stock (ADP) 0.2 $735k 3.3k 222.63
Henry Schein Stock (HSIC) 0.2 $734k 9.0k 81.54
Ishares Ibonds 2023 Corp Bond Etf 0.2 $728k 29k 25.19
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $724k 20k 36.35
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.2 $716k 9.4k 76.23
Fidelity Natl Information Svcs Stock (FIS) 0.2 $706k 13k 54.33
Union Pac Corp Stock (UNP) 0.2 $703k 3.5k 201.26
Comcast Corp New Cl A Stock (CMCSA) 0.2 $687k 18k 37.91
Exxon Mobil Corp Stock (XOM) 0.1 $618k 5.6k 109.66
Pepsico Stock (PEP) 0.1 $610k 3.3k 182.30
Pfizer Stock (PFE) 0.1 $599k 15k 40.80
Idacorp Stock (IDA) 0.1 $573k 5.3k 108.33
Fedex Corp Stock (FDX) 0.1 $569k 2.5k 228.49
M & T Bk Corp Stock (MTB) 0.1 $568k 4.8k 119.57
Ishares Investment Grade Bond Factor Etf Etf (IGEB) 0.1 $551k 12k 44.71
Edwards Lifesciences Corp Stock (EW) 0.1 $505k 6.1k 82.73
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $500k 2.0k 250.16
Pacific Premier Bancorp Stock (PPBI) 0.1 $462k 19k 24.02
Catalent Stock (CTLT) 0.1 $453k 6.9k 65.71
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $409k 2.7k 154.01
Oracle Corp Stock (ORCL) 0.1 $370k 4.0k 92.92
Ishares Russell 2000 Etf Etf (IWM) 0.1 $366k 2.1k 178.40
Ansys Stock (ANSS) 0.1 $349k 1.1k 332.80
Invesco Qqq Trust Etf (QQQ) 0.1 $343k 1.1k 320.84
Genuine Parts Stock (GPC) 0.1 $343k 2.1k 167.31
Nextera Energy Stock (NEE) 0.1 $331k 4.3k 77.08
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $326k 1.6k 204.11
Walmart Stock (WMT) 0.1 $318k 2.2k 147.46
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $311k 3.7k 84.00
International Business Machs Stock (IBM) 0.1 $298k 2.3k 131.09
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $298k 6.0k 49.99
United Parcel Service Inc Cl B Stock (UPS) 0.1 $275k 1.4k 193.99
Nvidia Corporation Stock (NVDA) 0.1 $260k 935.00 277.77
Pimco Esg Short Maturity Fund Etf (EMNT) 0.1 $255k 2.6k 97.69
Morgan Stanley Stock (MS) 0.1 $248k 2.8k 87.80
3M Stock (MMM) 0.1 $246k 2.3k 105.11
Waters Corp Stock (WAT) 0.1 $242k 780.00 309.63
Vanguard Mid-cap Etf Etf (VO) 0.1 $235k 1.1k 210.92
Salesforce Stock (CRM) 0.1 $223k 1.1k 199.78
Aflac Stock (AFL) 0.1 $222k 3.4k 64.52
Verizon Communications Stock (VZ) 0.0 $214k 5.5k 38.89
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.0 $205k 2.3k 90.55
Canadian Pacific Kansas City Stock (CP) 0.0 $204k 2.7k 76.94
Clarivate Plc Ord Stock (CLVT) 0.0 $172k 18k 9.39
First Fndtn Stock (FFWM) 0.0 $124k 17k 7.45