Buffington Mohr McNeal

Buffington Mohr McNeal as of Sept. 30, 2024

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 130 positions in its portfolio as reported in the September 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 $48M 702k 67.85
Microsoft Corp Stock (MSFT) 5.3 $32M 75k 430.30
Costco Whsl Corp Stock (COST) 5.2 $31M 35k 886.53
Ishares Core S&p 500 Etf Etf (IVV) 4.7 $28M 49k 576.82
Technology Select Sector Spdr Fund Etf (XLK) 4.0 $24M 107k 225.76
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 2.9 $18M 385k 46.52
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.9 $18M 271k 66.03
Danaher Corporation Stock (DHR) 2.9 $18M 63k 278.02
Thermo Fisher Scientific Stock (TMO) 2.8 $17M 27k 618.56
Amphenol Corp New Cl A Stock (APH) 2.7 $17M 253k 65.16
United Rentals Stock (URI) 2.6 $16M 20k 809.71
Kkr & Co Stock (KKR) 2.5 $15M 117k 130.58
Jpmorgan Chase & Co Stock (JPM) 2.4 $14M 68k 210.86
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.3 $14M 585k 24.30
Ishares Ibonds 2031 Corp Bond Etf (IBDW) 2.2 $14M 643k 21.22
Ishares Ibonds 2030 Corp Bond Etf (IBDV) 2.2 $14M 608k 22.17
Apple Stock (AAPL) 2.2 $13M 57k 233.00
Janus Henderson Aaa Clo Etf Etf (JAAA) 1.9 $12M 232k 50.88
Amazon Stock (AMZN) 1.9 $12M 62k 186.33
Visa Inc Com Cl A Stock (V) 1.9 $11M 42k 274.95
Ametek Stock (AME) 1.8 $11M 64k 171.71
Advanced Micro Devices Stock (AMD) 1.6 $10M 61k 164.08
Merck & Co Stock (MRK) 1.6 $9.5M 84k 113.56
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.5 $9.1M 54k 167.19
Air Prods & Chems Stock (APD) 1.5 $9.0M 30k 297.74
Ecolab Stock (ECL) 1.4 $8.6M 34k 255.33
Abbott Labs Stock (ABT) 1.4 $8.4M 73k 114.01
Republic Svcs Stock (RSG) 1.3 $8.1M 40k 200.84
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 1.3 $7.9M 316k 25.10
Bank America Corp Stock (BAC) 1.3 $7.7M 195k 39.68
S&p Global Stock (SPGI) 1.1 $6.9M 13k 516.62
Freeport-mcmoran Inc Cl B Stock (FCX) 1.0 $6.0M 121k 49.92
Fiserv Stock (FI) 1.0 $5.9M 33k 179.65
Broadcom Stock (AVGO) 0.9 $5.6M 33k 172.50
Elevance Health Stock (ELV) 0.9 $5.6M 11k 520.00
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.9 $5.5M 31k 179.16
Home Depot Stock (HD) 0.8 $5.0M 12k 405.20
Micron Technology Stock (MU) 0.8 $4.7M 45k 103.71
Chevron Corp Stock (CVX) 0.7 $4.2M 29k 147.27
Ishares Short Term Corporate Bond Etf (IGSB) 0.6 $3.6M 68k 52.66
Parker-hannifin Corp Stock (PH) 0.5 $3.0M 4.8k 631.82
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $2.9M 46k 62.32
Marvell Technology Stock (MRVL) 0.4 $2.6M 36k 72.12
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $2.4M 15k 165.85
Eli Lilly & Co Stock (LLY) 0.4 $2.4M 2.7k 885.96
Vanguard S&p 500 Etf Etf (VOO) 0.4 $2.2M 4.1k 527.71
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.2M 4.7k 460.23
Honeywell Intl Stock (HON) 0.3 $2.0M 9.9k 206.71
Nxp Semiconductors N V Stock (NXPI) 0.3 $1.9M 8.0k 240.00
Unilever Adr (UL) 0.3 $1.9M 30k 64.96
Rtx Corporation Stock (RTX) 0.3 $1.9M 15k 121.16
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.7M 9.7k 174.50
Nextera Energy Stock (NEE) 0.3 $1.6M 19k 84.53
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.3 $1.6M 34k 46.47
Texas Instrs Stock (TXN) 0.2 $1.5M 7.2k 206.57
Us Bancorp Del Stock (USB) 0.2 $1.5M 32k 45.73
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.2 $1.4M 59k 24.37
Vulcan Matls Stock (VMC) 0.2 $1.4M 5.5k 250.43
Wells Fargo Stock (WFC) 0.2 $1.3M 23k 56.49
Carrier Global Corporation Stock (CARR) 0.2 $1.2M 15k 80.49
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $1.2M 25k 48.74
Walmart Stock (WMT) 0.2 $1.2M 15k 80.75
First Solar Stock (FSLR) 0.2 $1.2M 4.8k 249.44
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.2 $1.2M 32k 37.67
Morgan Stanley Stock (MS) 0.2 $1.2M 11k 104.24
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.2M 2.1k 573.76
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.2 $1.2M 47k 25.21
Nike Inc Cl B Stock (NKE) 0.2 $1.2M 13k 88.40
Coca Cola Stock (KO) 0.2 $1.1M 16k 71.86
Eaton Corp Stock (ETN) 0.2 $1.1M 3.4k 331.44
Nvidia Corporation Stock (NVDA) 0.2 $1.1M 9.2k 121.44
Idex Corp Stock (IEX) 0.2 $1.1M 5.1k 214.50
Teleflex Incorporated Stock (TFX) 0.2 $1.1M 4.4k 247.32
Unitedhealth Group Stock (UNH) 0.2 $1.0M 1.8k 584.79
Centene Corp Del Stock (CNC) 0.2 $984k 13k 75.28
Tjx Cos Stock (TJX) 0.2 $934k 7.9k 117.54
Ansys Stock (ANSS) 0.2 $924k 2.9k 318.63
Fedex Corp Stock (FDX) 0.1 $893k 3.3k 273.69
Church & Dwight Stock (CHD) 0.1 $869k 8.3k 104.72
Union Pac Corp Stock (UNP) 0.1 $829k 3.4k 246.48
Exxon Mobil Corp Stock (XOM) 0.1 $820k 7.0k 117.22
Crown Castle Reit (CCI) 0.1 $807k 6.8k 118.63
Oracle Corp Stock (ORCL) 0.1 $804k 4.7k 170.40
Automatic Data Processing Stock (ADP) 0.1 $683k 2.5k 276.73
American Wtr Wks Stock (AWK) 0.1 $647k 4.4k 146.24
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $619k 1.8k 353.48
Johnson & Johnson Stock (JNJ) 0.1 $598k 3.7k 162.06
M & T Bk Corp Stock (MTB) 0.1 $597k 3.4k 178.12
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $586k 1.2k 487.98
Arrowhead Pharmaceuticals Stock (ARWR) 0.1 $581k 30k 19.37
Leidos Holdings Stock (LDOS) 0.1 $575k 3.5k 163.00
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $538k 1.9k 283.21
Newmont Corp Stock (NEM) 0.1 $526k 9.8k 53.45
Pepsico Stock (PEP) 0.1 $519k 3.1k 170.05
Idacorp Stock (IDA) 0.1 $513k 5.0k 103.09
Pacific Premier Bancorp Stock (PPBI) 0.1 $484k 19k 25.16
Corning Stock (GLW) 0.1 $462k 10k 45.15
International Business Machs Stock (IBM) 0.1 $439k 2.0k 221.08
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $435k 2.2k 198.06
Veralto Corp Stock (VLTO) 0.1 $424k 3.8k 111.86
Spdr Gold Shares Etf (GLD) 0.1 $411k 1.7k 243.06
Ishares Esg Screened S&p 500 Etf Etf (XVV) 0.1 $410k 9.3k 44.22
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $408k 5.1k 79.42
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $407k 3.7k 108.80
Global X Copper Miners Etf Etf (COPX) 0.1 $378k 8.0k 47.27
Henry Schein Stock (HSIC) 0.1 $368k 5.1k 72.90
Ishares Russell 2000 Etf Etf (IWM) 0.1 $350k 1.6k 220.89
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $342k 2.9k 116.96
Abbvie Stock (ABBV) 0.1 $332k 1.7k 197.48
3M Stock (MMM) 0.1 $314k 2.3k 136.70
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $307k 4.9k 62.69
Aflac Stock (AFL) 0.0 $291k 2.6k 111.80
United Parcel Service Inc Cl B Stock (UPS) 0.0 $290k 2.1k 136.35
Verizon Communications Stock (VZ) 0.0 $278k 6.2k 44.91
Vanguard Information Technology Etf Etf (VGT) 0.0 $269k 459.00 586.52
Ishares Short Treasury Bond Etf Etf (SHV) 0.0 $257k 2.3k 110.63
Southern Stock (SO) 0.0 $257k 2.8k 90.18
Ishares Ibonds Dec 2030 Term Muni Bond Etf Etf (IBMS) 0.0 $256k 9.9k 25.86
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR) 0.0 $255k 10k 25.49
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.0 $253k 9.9k 25.66
Mcdonalds Corp Stock (MCD) 0.0 $247k 810.00 304.60
Caterpillar Stock (CAT) 0.0 $245k 625.00 391.12
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $241k 4.0k 61.11
Intuitive Surgical Stock (ISRG) 0.0 $234k 476.00 491.27
Edwards Lifesciences Corp Stock (EW) 0.0 $231k 3.5k 65.99
Canadian Pacific Kansas City Stock (CP) 0.0 $227k 2.7k 85.54
Qualcomm Stock (QCOM) 0.0 $226k 1.3k 170.08
Emerson Elec Stock (EMR) 0.0 $221k 2.0k 109.37
Enterprise Prods Partners Stock (EPD) 0.0 $219k 7.5k 29.11
Vanguard Small-cap Etf Etf (VB) 0.0 $210k 885.00 237.21