Buffington Mohr McNeal

Buffington Mohr McNeal as of June 30, 2023

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 123 positions in its portfolio as reported in the June 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) 8.1 $37M 714k 52.37
Microsoft Corp Stock (MSFT) 5.4 $25M 74k 340.54
Costco Whsl Corp Stock (COST) 4.3 $20M 37k 538.38
Technology Select Sector Spdr Fund Etf (XLK) 4.2 $20M 112k 173.86
Ishares Short Term Corporate Bond Etf (IGSB) 4.0 $19M 369k 50.17
Danaher Corporation Stock (DHR) 3.4 $16M 66k 240.00
Thermo Fisher Scientific Stock (TMO) 3.1 $15M 28k 521.75
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 3.1 $14M 609k 23.47
Ishares Core S&p 500 Etf Etf (IVV) 2.8 $13M 29k 445.71
Amphenol Corp New Cl A Stock (APH) 2.6 $12M 140k 84.95
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.6 $12M 207k 57.13
Honeywell Intl Stock (HON) 2.4 $11M 54k 207.50
Ametek Stock (AME) 2.3 $11M 67k 161.88
Abbott Labs Stock (ABT) 2.2 $10M 93k 109.02
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 2.2 $10M 409k 24.38
Air Prods & Chems Stock (APD) 2.1 $9.6M 32k 299.53
Jpmorgan Chase & Co Stock (JPM) 2.1 $9.5M 66k 145.44
Apple Stock (AAPL) 2.0 $9.5M 49k 193.97
United Rentals Stock (URI) 2.0 $9.4M 21k 445.37
Visa Inc Com Cl A Stock (V) 2.0 $9.4M 40k 237.48
Merck & Co Stock (MRK) 1.9 $9.0M 78k 115.39
Vanguard Small Cap Value Etf Etf (VBR) 1.7 $7.7M 46k 165.40
S&p Global Stock (SPGI) 1.6 $7.6M 19k 400.89
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 1.6 $7.6M 158k 48.21
Kkr & Co Stock (KKR) 1.5 $6.9M 123k 56.00
Amazon Stock (AMZN) 1.5 $6.8M 52k 130.36
Advanced Micro Devices Stock (AMD) 1.5 $6.7M 59k 113.91
Ecolab Stock (ECL) 1.3 $6.1M 33k 186.69
Texas Instrs Stock (TXN) 1.2 $5.4M 30k 180.02
Fiserv Stock (FI) 1.1 $5.3M 42k 126.15
Freeport-mcmoran Inc Cl B Stock (FCX) 1.1 $5.3M 132k 40.00
Chubb Stock (CB) 1.0 $4.8M 25k 192.56
Broadridge Finl Solutions Stock (BR) 1.0 $4.4M 27k 165.63
Chevron Corp Stock (CVX) 0.9 $4.3M 27k 157.35
Home Depot Stock (HD) 0.8 $3.7M 12k 310.64
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.7 $3.4M 138k 24.62
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $3.1M 26k 119.70
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $3.0M 25k 120.97
Elevance Health Stock (ELV) 0.6 $2.9M 6.6k 444.30
Micron Technology Stock (MU) 0.6 $2.9M 45k 63.11
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $2.7M 18k 149.64
Marvell Technology Stock (MRVL) 0.5 $2.3M 39k 59.78
Nxp Semiconductors N V Stock (NXPI) 0.4 $1.8M 8.7k 204.67
Lilly Eli & Co Stock (LLY) 0.4 $1.7M 3.6k 468.98
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.6M 3.9k 407.29
Crown Castle Reit (CCI) 0.3 $1.6M 14k 113.94
Raytheon Technologies Corp Stock (RTX) 0.3 $1.5M 15k 97.96
American Wtr Wks Stock (AWK) 0.3 $1.5M 10k 142.75
Johnson & Johnson Stock (JNJ) 0.3 $1.5M 8.8k 165.52
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.4M 4.1k 340.98
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.4M 11k 130.64
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.3 $1.4M 41k 33.02
Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $1.3M 4.4k 308.58
Vulcan Matls Stock (VMC) 0.3 $1.3M 5.9k 225.44
Bank America Corp Stock (BAC) 0.3 $1.3M 47k 28.69
Xylem Stock (XYL) 0.3 $1.3M 12k 112.62
Unilever Adr (UL) 0.3 $1.3M 25k 52.13
Robert Half Stock (RHI) 0.3 $1.2M 16k 75.22
Nike Inc Cl B Stock (NKE) 0.3 $1.2M 11k 110.37
Corning Stock (GLW) 0.3 $1.2M 34k 35.04
Cvs Health Corp Stock (CVS) 0.3 $1.2M 17k 69.13
Teleflex Incorporated Stock (TFX) 0.2 $1.1M 4.6k 242.03
Ishares Investment Grade Bond Factor Etf Etf (IGEB) 0.2 $1.1M 24k 44.19
Coca Cola Stock (KO) 0.2 $1.1M 18k 60.22
Us Bancorp Del Stock (USB) 0.2 $1.1M 32k 33.04
Wells Fargo Stock (WFC) 0.2 $1.0M 24k 42.68
Centene Corp Del Stock (CNC) 0.2 $998k 15k 67.45
Idex Corp Stock (IEX) 0.2 $955k 4.4k 215.26
Solaredge Technologies Stock (SEDG) 0.2 $953k 3.5k 269.05
Carrier Global Corporation Stock (CARR) 0.2 $937k 19k 49.71
Disney Walt Stock (DIS) 0.2 $913k 10k 89.28
Church & Dwight Stock (CHD) 0.2 $907k 9.1k 100.23
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $889k 2.0k 443.28
Unitedhealth Group Stock (UNH) 0.2 $824k 1.7k 480.73
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $746k 20k 37.82
Newmont Corp Stock (NEM) 0.2 $731k 17k 42.66
Henry Schein Stock (HSIC) 0.2 $730k 9.0k 81.10
Automatic Data Processing Stock (ADP) 0.2 $726k 3.3k 219.79
Ishares Ibonds 2023 Corp Bond Etf 0.1 $690k 27k 25.29
Union Pac Corp Stock (UNP) 0.1 $681k 3.3k 204.62
Exxon Mobil Corp Stock (XOM) 0.1 $661k 6.2k 107.25
Fidelity Natl Information Svcs Stock (FIS) 0.1 $656k 12k 54.70
Comcast Corp New Cl A Stock (CMCSA) 0.1 $649k 16k 41.55
Pepsico Stock (PEP) 0.1 $641k 3.5k 185.22
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $630k 8.3k 75.66
Fedex Corp Stock (FDX) 0.1 $622k 2.5k 247.91
First Solar Stock (FSLR) 0.1 $600k 3.2k 190.09
M & T Bk Corp Stock (MTB) 0.1 $588k 4.8k 123.76
Edwards Lifesciences Corp Stock (EW) 0.1 $576k 6.1k 94.33
Oracle Corp Stock (ORCL) 0.1 $568k 4.8k 119.09
Idacorp Stock (IDA) 0.1 $566k 5.5k 102.60
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $423k 1.6k 261.48
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $418k 2.6k 162.43
Pfizer Stock (PFE) 0.1 $416k 11k 36.68
Nvidia Corporation Stock (NVDA) 0.1 $402k 951.00 423.02
Pacific Premier Bancorp Stock (PPBI) 0.1 $398k 19k 20.68
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $395k 1.1k 369.55
Ishares Russell 2000 Etf Etf (IWM) 0.1 $385k 2.1k 187.27
United Parcel Service Inc Cl B Stock (UPS) 0.1 $370k 2.1k 179.25
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $353k 3.7k 95.28
Genuine Parts Stock (GPC) 0.1 $347k 2.1k 169.23
Ansys Stock (ANSS) 0.1 $347k 1.1k 330.27
Nextera Energy Stock (NEE) 0.1 $339k 4.6k 74.20
Walmart Stock (WMT) 0.1 $332k 2.1k 157.19
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $318k 3.8k 84.18
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $314k 1.4k 220.21
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $313k 6.1k 51.53
International Business Machs Stock (IBM) 0.1 $304k 2.3k 133.81
Mcdonalds Corp Stock (MCD) 0.1 $300k 1.0k 298.48
Cisco Sys Stock (CSCO) 0.1 $266k 5.1k 51.74
Salesforce Stock (CRM) 0.1 $262k 1.2k 211.26
Abbvie Stock (ABBV) 0.1 $257k 1.9k 134.73
Aflac Stock (AFL) 0.1 $250k 3.6k 69.80
Vanguard Mid-cap Etf Etf (VO) 0.1 $246k 1.1k 220.16
3M Stock (MMM) 0.1 $234k 2.3k 100.09
Morgan Stanley Stock (MS) 0.0 $228k 2.7k 85.40
Canadian Pacific Kansas City Stock (CP) 0.0 $214k 2.7k 80.77
Waters Corp Stock (WAT) 0.0 $208k 780.00 266.54
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $205k 4.0k 51.98
Verizon Communications Stock (VZ) 0.0 $204k 5.5k 37.19
Clarivate Plc Ord Stock (CLVT) 0.0 $174k 18k 9.53
First Fndtn Stock (FFWM) 0.0 $66k 17k 3.97
Msp Recovery Inc Com Cl A Stock 0.0 $5.2k 16k 0.33