Buffington Mohr McNeal

Buffington Mohr McNeal as of June 30, 2024

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 123 positions in its portfolio as reported in the June 2024 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 $45M 693k 64.25
Microsoft Corp Stock (MSFT) 5.8 $33M 74k 446.95
Costco Whsl Corp Stock (COST) 5.2 $30M 35k 850.00
Technology Select Sector Spdr Fund Etf (XLK) 4.3 $24M 107k 226.23
Ishares Core S&p 500 Etf Etf (IVV) 4.1 $23M 42k 547.23
Amphenol Corp New Cl A Stock (APH) 3.0 $17M 251k 67.37
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.9 $16M 260k 62.60
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 2.8 $16M 365k 43.56
Danaher Corporation Stock (DHR) 2.8 $16M 64k 249.85
Thermo Fisher Scientific Stock (TMO) 2.7 $15M 27k 553.01
Jpmorgan Chase & Co Stock (JPM) 2.4 $14M 67k 202.26
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.4 $14M 566k 23.82
United Rentals Stock (URI) 2.2 $13M 20k 646.73
Ishares Ibonds 2030 Corp Bond Etf (IBDV) 2.2 $13M 594k 21.26
Ishares Ibonds 2031 Corp Bond Etf (IBDW) 2.2 $13M 618k 20.29
Kkr & Co Stock (KKR) 2.1 $12M 116k 105.24
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 2.1 $12M 486k 24.86
Amazon Stock (AMZN) 2.0 $11M 59k 193.25
Apple Stock (AAPL) 2.0 $11M 53k 210.62
Ametek Stock (AME) 1.9 $11M 65k 166.71
Visa Inc Com Cl A Stock (V) 1.9 $11M 41k 262.47
Honeywell Intl Stock (HON) 1.8 $10M 49k 213.54
Merck & Co Stock (MRK) 1.8 $10M 83k 123.80
Advanced Micro Devices Stock (AMD) 1.7 $9.6M 59k 162.21
Abbott Labs Stock (ABT) 1.4 $8.3M 80k 103.91
Air Prods & Chems Stock (APD) 1.4 $8.1M 31k 258.05
Ecolab Stock (ECL) 1.4 $7.8M 33k 238.00
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.4 $7.7M 42k 183.42
Bank America Corp Stock (BAC) 1.3 $7.6M 191k 39.77
Republic Svcs Stock (RSG) 1.3 $7.2M 37k 194.34
S&p Global Stock (SPGI) 1.1 $6.4M 14k 445.99
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.1 $6.4M 39k 164.28
Micron Technology Stock (MU) 1.0 $6.0M 45k 131.53
Freeport-mcmoran Inc Cl B Stock (FCX) 1.0 $5.7M 117k 48.60
Elevance Health Stock (ELV) 0.9 $5.4M 10k 541.83
Fiserv Stock (FI) 0.9 $4.9M 33k 149.04
Chevron Corp Stock (CVX) 0.8 $4.5M 29k 156.42
Broadcom Stock (AVGO) 0.8 $4.3M 2.7k 1605.59
Home Depot Stock (HD) 0.8 $4.3M 13k 344.24
Ishares Short Term Corporate Bond Etf (IGSB) 0.7 $3.8M 75k 51.24
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.7 $3.7M 21k 182.15
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 0.5 $3.0M 59k 50.88
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $2.7M 47k 58.52
Eli Lilly & Co Stock (LLY) 0.4 $2.5M 2.8k 905.39
Marvell Technology Stock (MRVL) 0.4 $2.5M 36k 69.90
Nxp Semiconductors N V Stock (NXPI) 0.4 $2.2M 8.2k 269.08
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.3 $1.9M 44k 44.36
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.9M 3.9k 500.13
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.7M 4.2k 406.77
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.7M 9.8k 171.52
Unilever Adr (UL) 0.3 $1.6M 30k 54.99
Rtx Corporation Stock (RTX) 0.3 $1.5M 15k 100.39
Texas Instrs Stock (TXN) 0.2 $1.4M 7.1k 194.53
Vulcan Matls Stock (VMC) 0.2 $1.4M 5.5k 248.68
Nextera Energy Stock (NEE) 0.2 $1.4M 19k 70.81
Wells Fargo Stock (WFC) 0.2 $1.4M 23k 59.39
Us Bancorp Del Stock (USB) 0.2 $1.3M 32k 39.70
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.2 $1.2M 47k 25.13
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $1.2M 25k 45.95
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.2 $1.1M 34k 32.64
Nvidia Corporation Stock (NVDA) 0.2 $1.1M 9.0k 123.54
Morgan Stanley Stock (MS) 0.2 $1.1M 11k 97.19
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.1M 2.0k 544.22
Coca Cola Stock (KO) 0.2 $1.1M 17k 63.65
Idex Corp Stock (IEX) 0.2 $1.0M 5.1k 201.20
Nike Inc Cl B Stock (NKE) 0.2 $1.0M 13k 75.37
Eaton Corp Stock (ETN) 0.2 $1.0M 3.2k 313.55
Fedex Corp Stock (FDX) 0.2 $980k 3.3k 299.85
Carrier Global Corporation Stock (CARR) 0.2 $968k 15k 63.08
Ansys Stock (ANSS) 0.2 $932k 2.9k 321.50
Walmart Stock (WMT) 0.2 $923k 14k 67.71
Teleflex Incorporated Stock (TFX) 0.2 $921k 4.4k 210.33
Unitedhealth Group Stock (UNH) 0.2 $914k 1.8k 509.36
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.2 $911k 38k 23.73
First Solar Stock (FSLR) 0.2 $885k 3.9k 225.46
Centene Corp Del Stock (CNC) 0.2 $867k 13k 66.30
Tjx Cos Stock (TJX) 0.2 $864k 7.8k 110.10
Church & Dwight Stock (CHD) 0.2 $861k 8.3k 103.68
Union Pac Corp Stock (UNP) 0.1 $762k 3.4k 226.26
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $740k 2.4k 303.41
Exxon Mobil Corp Stock (XOM) 0.1 $737k 6.4k 115.12
Oracle Corp Stock (ORCL) 0.1 $666k 4.7k 141.20
Crown Castle Reit (CCI) 0.1 $664k 6.8k 97.70
Automatic Data Processing Stock (ADP) 0.1 $645k 2.7k 238.69
Edwards Lifesciences Corp Stock (EW) 0.1 $622k 6.7k 92.37
American Wtr Wks Stock (AWK) 0.1 $577k 4.5k 129.16
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $574k 1.2k 479.04
Johnson & Johnson Stock (JNJ) 0.1 $561k 3.8k 146.16
Idacorp Stock (IDA) 0.1 $511k 5.5k 93.15
Pepsico Stock (PEP) 0.1 $510k 3.1k 164.93
M & T Bk Corp Stock (MTB) 0.1 $507k 3.4k 151.36
Leidos Holdings Stock (LDOS) 0.1 $496k 3.4k 145.88
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $456k 5.9k 77.27
Pacific Premier Bancorp Stock (PPBI) 0.1 $442k 19k 22.97
Newmont Corp Stock (NEM) 0.1 $412k 9.8k 41.87
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $405k 2.2k 182.55
Corning Stock (GLW) 0.1 $398k 10k 38.85
Ishares Esg Screened S&p 500 Etf Etf (XVV) 0.1 $390k 9.3k 42.05
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $389k 3.7k 103.86
Veralto Corp Stock (VLTO) 0.1 $362k 3.8k 95.47
Global X Copper Miners Etf Etf (COPX) 0.1 $361k 8.0k 45.11
International Business Machs Stock (IBM) 0.1 $344k 2.0k 172.92
Henry Schein Stock (HSIC) 0.1 $340k 5.3k 64.10
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $340k 5.9k 57.61
Ishares Russell 2000 Etf Etf (IWM) 0.1 $305k 1.5k 202.89
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $303k 2.8k 106.66
United Parcel Service Inc Cl B Stock (UPS) 0.1 $301k 2.2k 136.87
Spdr Gold Shares Etf (GLD) 0.1 $293k 1.4k 215.01
Abbvie Stock (ABBV) 0.1 $288k 1.7k 171.52
Qualcomm Stock (QCOM) 0.0 $279k 1.4k 199.17
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $276k 1.0k 267.52
Vanguard Information Technology Etf Etf (VGT) 0.0 $265k 459.00 576.59
Ishares Short Treasury Bond Etf Etf (SHV) 0.0 $257k 2.3k 110.50
Verizon Communications Stock (VZ) 0.0 $256k 6.2k 41.24
Aflac Stock (AFL) 0.0 $235k 2.6k 89.31
3M Stock (MMM) 0.0 $235k 2.3k 102.19
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $234k 4.0k 59.20
Mcdonalds Corp Stock (MCD) 0.0 $229k 899.00 254.91
Ishares Msci Germany Etf Etf (EWG) 0.0 $227k 7.4k 30.62
Enterprise Prods Partners Stock (EPD) 0.0 $218k 7.5k 28.98
Intuitive Surgical Stock (ISRG) 0.0 $213k 479.00 444.85
Canadian Pacific Kansas City Stock (CP) 0.0 $210k 2.7k 78.73
Caterpillar Stock (CAT) 0.0 $208k 625.00 333.10