Buffington Mohr McNeal

Buffington Mohr McNeal as of Sept. 30, 2023

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 120 positions in its portfolio as reported in the September 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) 8.3 $36M 718k 50.60
Microsoft Corp Stock (MSFT) 5.3 $23M 73k 315.75
Costco Whsl Corp Stock (COST) 4.8 $21M 37k 564.96
Technology Select Sector Spdr Fund Etf (XLK) 4.1 $18M 111k 163.93
Danaher Corporation Stock (DHR) 3.7 $16M 66k 248.10
Thermo Fisher Scientific Stock (TMO) 3.2 $14M 28k 506.17
Ishares Core S&p 500 Etf Etf (IVV) 3.1 $14M 31k 429.43
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 3.0 $13M 564k 23.34
Ishares Short Term Corporate Bond Etf (IGSB) 2.7 $12M 242k 49.83
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.6 $12M 213k 54.37
Amphenol Corp New Cl A Stock (APH) 2.6 $12M 138k 83.99
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 2.3 $10M 415k 24.37
Honeywell Intl Stock (HON) 2.2 $9.7M 53k 184.74
Ametek Stock (AME) 2.2 $9.7M 66k 147.76
Jpmorgan Chase & Co Stock (JPM) 2.2 $9.5M 66k 145.02
United Rentals Stock (URI) 2.1 $9.2M 21k 444.56
Visa Inc Com Cl A Stock (V) 2.1 $9.1M 40k 230.01
Abbott Labs Stock (ABT) 2.1 $9.0M 93k 96.85
Air Prods & Chems Stock (APD) 2.0 $9.0M 32k 283.40
Apple Stock (AAPL) 1.8 $8.0M 47k 171.21
Merck & Co Stock (MRK) 1.8 $7.9M 76k 102.95
Kkr & Co Stock (KKR) 1.7 $7.4M 121k 61.60
Vanguard Small Cap Value Etf Etf (VBR) 1.6 $7.0M 44k 159.49
S&p Global Stock (SPGI) 1.6 $6.9M 19k 365.40
Amazon Stock (AMZN) 1.6 $6.8M 54k 127.12
Advanced Micro Devices Stock (AMD) 1.3 $5.9M 58k 102.82
Ecolab Stock (ECL) 1.2 $5.4M 32k 169.40
Freeport-mcmoran Inc Cl B Stock (FCX) 1.1 $5.0M 135k 37.29
Ishares Ibonds 2030 Corp Bond Etf (IBDV) 1.1 $4.8M 235k 20.38
Broadridge Finl Solutions Stock (BR) 1.1 $4.7M 27k 179.05
Texas Instrs Stock (TXN) 1.1 $4.7M 30k 159.01
Chevron Corp Stock (CVX) 1.1 $4.7M 28k 168.62
Fiserv Stock (FI) 1.0 $4.6M 41k 112.96
Ishares Ibonds 2031 Corp Bond Etf (IBDW) 1.0 $4.6M 237k 19.39
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD) 1.0 $4.4M 92k 47.99
Home Depot Stock (HD) 0.8 $3.4M 11k 302.16
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $3.3M 25k 130.86
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.7 $3.1M 24k 131.85
Elevance Health Stock (ELV) 0.7 $3.1M 7.1k 435.44
Micron Technology Stock (MU) 0.7 $3.1M 45k 68.03
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.6 $2.5M 18k 141.69
Republic Svcs Stock (RSG) 0.6 $2.5M 18k 142.51
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.5 $2.3M 94k 24.73
Marvell Technology Stock (MRVL) 0.5 $2.1M 39k 54.13
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.4 $1.6M 39k 41.70
Nxp Semiconductors N V Stock (NXPI) 0.4 $1.6M 8.0k 199.91
Eli Lilly & Co Stock (LLY) 0.4 $1.6M 2.9k 537.13
Vanguard S&p 500 Etf Etf (VOO) 0.4 $1.6M 4.0k 392.70
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.4M 4.1k 350.27
Ishares Investment Grade Bond Factor Etf Etf (IGEB) 0.3 $1.4M 33k 42.41
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.3M 11k 122.93
American Wtr Wks Stock (AWK) 0.3 $1.3M 10k 123.83
Unilever Adr (UL) 0.3 $1.2M 25k 49.40
Crown Castle Reit (CCI) 0.3 $1.2M 13k 92.03
Bank America Corp Stock (BAC) 0.3 $1.2M 45k 27.38
Robert Half Stock (RHI) 0.3 $1.2M 16k 73.28
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.3 $1.2M 39k 30.20
Rtx Corporation Stock (RTX) 0.3 $1.1M 16k 71.97
Vulcan Matls Stock (VMC) 0.3 $1.1M 5.5k 202.02
Cvs Health Corp Stock (CVS) 0.3 $1.1M 16k 69.82
Nextera Energy Stock (NEE) 0.3 $1.1M 19k 57.29
Carrier Global Corporation Stock (CARR) 0.2 $1.1M 20k 55.20
Nike Inc Cl B Stock (NKE) 0.2 $1.1M 11k 95.62
Idex Corp Stock (IEX) 0.2 $1.1M 5.1k 208.02
Us Bancorp Del Stock (USB) 0.2 $1.1M 32k 33.06
Walmart Stock (WMT) 0.2 $1.0M 6.5k 159.93
Coca Cola Stock (KO) 0.2 $999k 18k 55.98
Wells Fargo Stock (WFC) 0.2 $992k 24k 40.86
Teleflex Incorporated Stock (TFX) 0.2 $959k 4.9k 196.41
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $943k 25k 38.51
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $924k 3.0k 307.11
Centene Corp Del Stock (CNC) 0.2 $913k 13k 68.88
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $908k 2.1k 427.48
Exxon Mobil Corp Stock (XOM) 0.2 $877k 7.5k 117.58
Unitedhealth Group Stock (UNH) 0.2 $864k 1.7k 504.29
Church & Dwight Stock (CHD) 0.2 $797k 8.7k 91.63
Automatic Data Processing Stock (ADP) 0.2 $795k 3.3k 240.58
Disney Walt Stock (DIS) 0.2 $696k 8.6k 81.05
Union Pac Corp Stock (UNP) 0.2 $674k 3.3k 203.63
Johnson & Johnson Stock (JNJ) 0.2 $666k 4.3k 155.75
Fedex Corp Stock (FDX) 0.2 $665k 2.5k 264.93
Comcast Corp New Cl A Stock (CMCSA) 0.1 $655k 15k 44.34
Ishares Ibonds 2023 Corp Bond Etf 0.1 $647k 26k 25.36
Fidelity Natl Information Svcs Stock (FIS) 0.1 $621k 11k 55.27
Henry Schein Stock (HSIC) 0.1 $616k 8.3k 74.25
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $596k 7.9k 75.15
Pepsico Stock (PEP) 0.1 $587k 3.5k 169.44
Newmont Corp Stock (NEM) 0.1 $577k 16k 36.95
Idacorp Stock (IDA) 0.1 $536k 5.7k 93.65
M & T Bk Corp Stock (MTB) 0.1 $512k 4.1k 126.45
Oracle Corp Stock (ORCL) 0.1 $499k 4.7k 105.92
Morgan Stanley Stock (MS) 0.1 $480k 5.9k 81.67
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $463k 1.3k 358.26
First Solar Stock (FSLR) 0.1 $453k 2.8k 161.59
Edwards Lifesciences Corp Stock (EW) 0.1 $440k 6.4k 69.28
Pacific Premier Bancorp Stock (PPBI) 0.1 $419k 19k 21.76
Pfizer Stock (PFE) 0.1 $413k 13k 33.17
Ansys Stock (ANSS) 0.1 $387k 1.3k 297.55
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $386k 2.5k 155.38
Nvidia Corporation Stock (NVDA) 0.1 $379k 871.00 434.99
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $369k 1.5k 249.35
Corning Stock (GLW) 0.1 $364k 12k 30.47
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $363k 3.7k 98.15
United Parcel Service Inc Cl B Stock (UPS) 0.1 $320k 2.1k 155.86
International Business Machs Stock (IBM) 0.1 $319k 2.3k 140.30
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $308k 3.8k 81.42
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $300k 6.1k 49.53
Genuine Parts Stock (GPC) 0.1 $296k 2.1k 144.38
Ishares Russell 2000 Etf Etf (IWM) 0.1 $293k 1.7k 176.74
Aflac Stock (AFL) 0.1 $275k 3.6k 76.75
Mcdonalds Corp Stock (MCD) 0.1 $265k 1.0k 263.50
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $248k 1.2k 212.32
Abbvie Stock (ABBV) 0.1 $245k 1.6k 149.06
Cisco Sys Stock (CSCO) 0.1 $245k 4.5k 53.76
Vanguard Mid-cap Etf Etf (VO) 0.1 $232k 1.1k 208.24
Verizon Communications Stock (VZ) 0.1 $232k 7.2k 32.41
Enterprise Prods Partners Stock (EPD) 0.1 $230k 8.4k 27.37
3M Stock (MMM) 0.0 $215k 2.3k 93.62
First Fndtn Stock (FFWM) 0.0 $101k 17k 6.08
Msp Recovery Inc Cl A Stock 0.0 $6.4k 30k 0.21