Buffington Mohr McNeal

Buffington Mohr McNeal as of Dec. 31, 2024

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 133 positions in its portfolio as reported in the December 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) 8.1 $49M 2.1M 23.18
Costco Whsl Corp Stock (COST) 5.3 $32M 35k 916.27
Microsoft Corp Stock (MSFT) 5.3 $32M 75k 421.50
Ishares Core S&p 500 Etf Etf (IVV) 5.1 $31M 52k 588.68
Technology Select Sector Spdr Fund Etf (XLK) 4.1 $25M 107k 232.52
Amphenol Corp New Cl A Stock (APH) 2.9 $17M 251k 69.45
Kkr & Co Stock (KKR) 2.9 $17M 117k 147.91
Jpmorgan Chase & Co Stock (JPM) 2.7 $16M 67k 239.71
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 2.7 $16M 275k 58.51
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 2.6 $16M 362k 44.01
Janus Henderson Aaa Clo Etf Etf (JAAA) 2.6 $16M 309k 50.71
Apple Stock (AAPL) 2.5 $15M 61k 250.42
Danaher Corporation Stock (DHR) 2.4 $15M 63k 229.55
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.4 $14M 597k 24.07
Thermo Fisher Scientific Stock (TMO) 2.3 $14M 27k 520.22
United Rentals Stock (URI) 2.3 $14M 20k 704.43
Amazon Stock (AMZN) 2.3 $14M 63k 219.39
Ishares Ibonds 2031 Corp Bond Etf (IBDW) 2.2 $14M 662k 20.35
Ishares Ibonds 2030 Corp Bond Etf (IBDV) 2.2 $13M 625k 21.36
Visa Inc Com Cl A Stock (V) 2.2 $13M 41k 316.04
Ametek Stock (AME) 1.9 $11M 63k 180.26
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.7 $11M 55k 190.44
Air Prods & Chems Stock (APD) 1.4 $8.7M 30k 290.04
Bank America Corp Stock (BAC) 1.4 $8.7M 198k 43.95
Republic Svcs Stock (RSG) 1.4 $8.4M 42k 201.18
Broadcom Stock (AVGO) 1.4 $8.3M 36k 231.84
Abbott Labs Stock (ABT) 1.3 $8.1M 72k 113.11
Ecolab Stock (ECL) 1.3 $8.0M 34k 234.32
Merck & Co Stock (MRK) 1.3 $7.8M 79k 99.48
Advanced Micro Devices Stock (AMD) 1.2 $7.4M 62k 120.79
S&p Global Stock (SPGI) 1.1 $6.5M 13k 498.04
Fiserv Stock (FI) 1.0 $6.2M 30k 205.42
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 1.0 $6.1M 245k 25.05
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.9 $5.3M 30k 175.23
Home Depot Stock (HD) 0.8 $4.8M 12k 388.99
Freeport-mcmoran Inc Cl B Stock (FCX) 0.7 $4.4M 116k 38.08
Parker-hannifin Corp Stock (PH) 0.7 $4.1M 6.5k 636.04
Chevron Corp Stock (CVX) 0.7 $4.1M 28k 144.84
Micron Technology Stock (MU) 0.6 $3.9M 46k 84.16
Ishares Short Term Corporate Bond Etf (IGSB) 0.6 $3.4M 65k 51.70
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.5 $3.0M 16k 189.30
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.4 $2.4M 39k 62.31
Honeywell Intl Stock (HON) 0.4 $2.3M 10k 225.89
Vanguard S&p 500 Etf Etf (VOO) 0.4 $2.2M 4.1k 538.80
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.4 $2.2M 4.9k 453.25
Eli Lilly & Co Stock (LLY) 0.3 $2.1M 2.7k 772.03
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.3 $1.9M 79k 23.96
Nextera Energy Stock (NEE) 0.3 $1.8M 25k 71.69
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.7M 9.4k 184.88
Unilever Adr (UL) 0.3 $1.7M 30k 56.70
Nxp Semiconductors N V Stock (NXPI) 0.3 $1.7M 8.0k 207.84
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.3 $1.6M 37k 44.36
Wells Fargo Stock (WFC) 0.3 $1.6M 23k 70.24
Rtx Corporation Stock (RTX) 0.3 $1.6M 14k 115.72
Us Bancorp Del Stock (USB) 0.3 $1.5M 32k 47.83
Morgan Stanley Stock (MS) 0.2 $1.4M 11k 125.72
Vulcan Matls Stock (VMC) 0.2 $1.4M 5.5k 257.23
Walmart Stock (WMT) 0.2 $1.4M 15k 90.35
Texas Instrs Stock (TXN) 0.2 $1.3M 7.2k 187.51
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.3M 2.2k 586.08
Eaton Corp Stock (ETN) 0.2 $1.2M 3.7k 331.87
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $1.2M 25k 48.79
Idex Corp Stock (IEX) 0.2 $1.1M 5.1k 209.29
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.2 $1.1M 31k 33.68
Ansys Stock (ANSS) 0.2 $1.1M 3.1k 337.33
Nvidia Corporation Stock (NVDA) 0.2 $1.0M 7.8k 134.30
Coca Cola Stock (KO) 0.2 $1.0M 17k 62.26
Tjx Cos Stock (TJX) 0.2 $1000k 8.3k 120.81
Carrier Global Corporation Stock (CARR) 0.2 $984k 14k 68.26
First Solar Stock (FSLR) 0.2 $932k 5.3k 176.24
Fedex Corp Stock (FDX) 0.2 $918k 3.3k 281.34
Marvell Technology Stock (MRVL) 0.2 $915k 8.3k 110.45
Unitedhealth Group Stock (UNH) 0.2 $913k 1.8k 505.95
Exxon Mobil Corp Stock (XOM) 0.1 $900k 8.4k 107.57
Union Pac Corp Stock (UNP) 0.1 $872k 3.8k 228.04
Church & Dwight Stock (CHD) 0.1 $869k 8.3k 104.71
Oracle Corp Stock (ORCL) 0.1 $786k 4.7k 166.64
Nike Inc Cl B Stock (NKE) 0.1 $776k 10k 75.67
Automatic Data Processing Stock (ADP) 0.1 $670k 2.3k 292.73
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $633k 1.8k 351.79
M & T Bk Corp Stock (MTB) 0.1 $630k 3.4k 188.01
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $614k 1.2k 511.05
Crown Castle Reit (CCI) 0.1 $612k 6.7k 90.76
Teleflex Incorporated Stock (TFX) 0.1 $602k 3.4k 177.98
Johnson & Johnson Stock (JNJ) 0.1 $588k 4.1k 144.62
Arrowhead Pharmaceuticals Stock (ARWR) 0.1 $564k 30k 18.80
American Wtr Wks Stock (AWK) 0.1 $551k 4.4k 124.49
Enterprise Prods Partners Stock (EPD) 0.1 $550k 18k 31.36
International Business Machs Stock (IBM) 0.1 $546k 2.5k 219.85
Idacorp Stock (IDA) 0.1 $538k 4.9k 109.28
Ishares Esg Screened S&p 500 Etf Etf (XVV) 0.1 $510k 11k 45.30
Leidos Holdings Stock (LDOS) 0.1 $508k 3.5k 144.06
Corning Stock (GLW) 0.1 $497k 11k 47.52
Pacific Premier Bancorp Stock 0.1 $479k 19k 24.92
Pepsico Stock (PEP) 0.1 $471k 3.1k 152.06
Veralto Corp Stock (VLTO) 0.1 $419k 4.1k 101.85
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $415k 2.1k 195.83
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $413k 3.7k 110.26
Spdr Gold Shares Etf (GLD) 0.1 $409k 1.7k 242.13
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $401k 5.1k 78.01
Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $388k 3.5k 110.11
Emerson Elec Stock (EMR) 0.1 $363k 2.9k 123.93
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $353k 1.2k 289.79
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.1 $347k 14k 24.90
Newmont Corp Stock (NEM) 0.1 $342k 9.2k 37.22
Ishares Russell 2000 Etf Etf (IWM) 0.1 $341k 1.5k 220.96
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $337k 2.9k 115.22
Pfizer Stock (PFE) 0.1 $331k 13k 26.53
Aflac Stock (AFL) 0.1 $328k 3.2k 103.44
Henry Schein Stock (HSIC) 0.1 $326k 4.7k 69.20
Prudential Finl Stock (PRU) 0.1 $308k 2.6k 118.53
Global X Copper Miners Etf Etf (COPX) 0.1 $305k 8.0k 38.18
Verizon Communications Stock (VZ) 0.1 $305k 7.6k 39.99
Ishares Core Dividend Growth Etf Etf (DGRO) 0.0 $300k 4.9k 61.34
Abbvie Stock (ABBV) 0.0 $299k 1.7k 177.70
3M Stock (MMM) 0.0 $297k 2.3k 129.09
Vanguard Information Technology Etf Etf (VGT) 0.0 $285k 459.00 621.80
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.0 $268k 11k 25.46
Intuitive Surgical Stock (ISRG) 0.0 $265k 507.00 521.96
Edwards Lifesciences Corp Stock (EW) 0.0 $259k 3.5k 74.03
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR) 0.0 $250k 10k 24.98
Mcdonalds Corp Stock (MCD) 0.0 $240k 826.00 289.98
Bristol-myers Squibb Stock (BMY) 0.0 $240k 4.2k 56.56
Southern Stock (SO) 0.0 $234k 2.8k 82.32
Caterpillar Stock (CAT) 0.0 $227k 625.00 362.76
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $219k 4.0k 55.45
Realty Income Corp Reit (O) 0.0 $216k 4.0k 53.41
Salesforce Stock (CRM) 0.0 $215k 642.00 334.33
Vanguard Small-cap Etf Etf (VB) 0.0 $213k 885.00 240.28
Qualcomm Stock (QCOM) 0.0 $204k 1.3k 153.58
Pnc Finl Svcs Group Stock (PNC) 0.0 $204k 1.1k 192.85
Netflix Stock (NFLX) 0.0 $202k 227.00 891.32
Srh Total Return Fund Cef (STEW) 0.0 $172k 11k 16.02