Buffington Mohr McNeal

Buffington Mohr McNeal as of March 31, 2025

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 111 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Etf Etf (SCHX) 9.2 $47M 2.1M 22.08
Ishares Core S&p 500 Etf Etf (IVV) 6.2 $31M 56k 561.90
Costco Whsl Corp Stock (COST) 6.0 $30M 32k 945.79
Microsoft Corp Stock (MSFT) 5.1 $26M 69k 375.39
Technology Select Sector Spdr Fund Etf (XLK) 4.3 $22M 106k 206.48
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) 3.2 $16M 253k 63.72
Janus Henderson Aaa Clo Etf Etf (JAAA) 3.1 $16M 306k 50.71
Amphenol Corp New Cl A Stock (APH) 2.8 $14M 217k 65.59
Ishares Ibonds 2031 Corp Bond Etf (IBDW) 2.8 $14M 674k 20.75
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.7 $14M 572k 24.21
Ishares Ibonds 2030 Corp Bond Etf (IBDV) 2.7 $14M 634k 21.72
Ishares Core S&p Small Cap Etf Etf (IJR) 2.7 $14M 130k 104.57
Jpmorgan Chase & Co Stock (JPM) 2.7 $13M 55k 245.30
Visa Inc Com Cl A Stock (V) 2.5 $13M 37k 350.46
Apple Stock (AAPL) 2.3 $12M 54k 222.13
Kkr & Co Stock (KKR) 2.3 $12M 101k 115.61
United Rentals Stock (URI) 2.2 $11M 18k 626.71
Danaher Corporation Stock (DHR) 2.2 $11M 53k 205.00
Thermo Fisher Scientific Stock (TMO) 2.1 $11M 22k 497.60
Amazon Stock (AMZN) 2.0 $9.9M 52k 190.26
Ametek Stock (AME) 1.9 $9.7M 57k 172.14
Abbott Labs Stock (ABT) 1.8 $9.1M 69k 132.65
Republic Svcs Stock (RSG) 1.7 $8.5M 35k 242.16
Ecolab Stock (ECL) 1.6 $8.3M 33k 253.52
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.4 $7.2M 46k 156.23
Bank America Corp Stock (BAC) 1.4 $7.2M 172k 41.73
Air Prods & Chems Stock (APD) 1.4 $7.1M 24k 294.92
S&p Global Stock (SPGI) 1.2 $6.2M 12k 508.09
Broadcom Stock (AVGO) 1.1 $5.8M 35k 167.43
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 1.1 $5.7M 226k 25.15
Merck & Co Stock (MRK) 1.1 $5.5M 62k 89.76
Advanced Micro Devices Stock (AMD) 0.9 $4.8M 46k 102.74
Micron Technology Stock (MU) 0.8 $4.1M 47k 86.89
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.8 $4.0M 165k 24.18
Fiserv Stock (FI) 0.8 $3.9M 18k 220.83
Invesco S&p 500 Equal Weight Etf Etf (RSP) 0.7 $3.7M 22k 173.23
Parker-hannifin Corp Stock (PH) 0.7 $3.5M 5.8k 607.87
Ishares Short Term Corporate Bond Etf (IGSB) 0.6 $3.1M 59k 52.37
Idacorp Stock (IDA) 0.5 $2.5M 22k 116.22
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $2.4M 4.6k 532.54
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $2.4M 41k 58.35
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.4 $2.2M 14k 154.64
Vanguard S&p 500 Etf Etf (VOO) 0.4 $2.1M 4.0k 513.94
Home Depot Stock (HD) 0.4 $2.1M 5.7k 366.49
Wells Fargo Stock (WFC) 0.4 $1.9M 27k 71.79
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.5M 9.2k 161.27
Us Bancorp Del Stock (USB) 0.2 $1.2M 29k 42.22
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT) 0.2 $1.2M 47k 25.26
Goldman Sachs Group Stock (GS) 0.2 $1.1M 2.0k 546.29
Honeywell Intl Stock (HON) 0.2 $1.1M 5.0k 211.76
Morgan Stanley Stock (MS) 0.2 $1.0M 8.8k 116.67
Exxon Mobil Corp Stock (XOM) 0.2 $1.0M 8.5k 118.93
Ansys Stock (ANSS) 0.2 $989k 3.1k 316.56
Tjx Cos Stock (TJX) 0.2 $989k 8.1k 121.80
Union Pac Corp Stock (UNP) 0.2 $899k 3.8k 236.24
Rtx Corporation Stock (RTX) 0.2 $880k 6.6k 132.46
Eaton Corp Stock (ETN) 0.2 $852k 3.1k 271.83
Carrier Global Corporation Stock (CARR) 0.2 $837k 13k 63.40
Nvidia Corporation Stock (NVDA) 0.2 $810k 7.5k 108.38
Fedex Corp Stock (FDX) 0.2 $790k 3.2k 243.78
Chevron Corp Stock (CVX) 0.1 $759k 4.5k 167.29
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $751k 1.3k 559.39
Church & Dwight Stock (CHD) 0.1 $749k 6.8k 110.09
Automatic Data Processing Stock (ADP) 0.1 $699k 2.3k 305.53
Emerson Elec Stock (EMR) 0.1 $687k 6.3k 109.64
Encore Cap Group Stock (ECPG) 0.1 $686k 20k 34.28
Crown Castle Reit (CCI) 0.1 $615k 5.9k 104.23
Texas Instrs Stock (TXN) 0.1 $597k 3.3k 179.70
Enterprise Prods Partners Stock (EPD) 0.1 $575k 17k 34.14
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $563k 1.2k 468.75
Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $531k 1.7k 312.04
Eli Lilly & Co Stock (LLY) 0.1 $497k 602.00 826.07
Ishares Esg Select Screened S&p 500 Etf Etf (XVV) 0.1 $482k 11k 42.78
Johnson & Johnson Stock (JNJ) 0.1 $440k 2.7k 165.84
Pacific Premier Bancorp Stock 0.1 $410k 19k 21.32
Fidelity High Dividend Etf Etf (FDVV) 0.1 $383k 7.7k 49.60
Arrowhead Pharmaceuticals Stock (ARWR) 0.1 $382k 30k 12.74
Walmart Stock (WMT) 0.1 $376k 4.3k 87.79
Verizon Communications Stock (VZ) 0.1 $346k 7.6k 45.36
Boeing Stock (BA) 0.1 $341k 2.0k 170.55
Gallagher Arthur J & Co Stock (AJG) 0.1 $341k 988.00 345.24
3M Stock (MMM) 0.1 $338k 2.3k 146.86
Ishares Esg Msci Kld 400 Etf Etf (DSI) 0.1 $337k 3.3k 102.42
Nextera Energy Stock (NEE) 0.1 $337k 4.8k 70.89
M & T Bk Corp Stock (MTB) 0.1 $331k 1.9k 178.75
Vanguard Total Stock Market Etf Etf (VTI) 0.1 $330k 1.2k 274.89
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $315k 4.0k 78.94
Pepsico Stock (PEP) 0.1 $308k 2.1k 149.94
Ishares Russell 2000 Etf Etf (IWM) 0.1 $308k 1.5k 199.49
Ishares Ibonds Dec 2026 Term Muni Bond Etf Etf (IBMO) 0.1 $294k 12k 25.56
Prudential Finl Stock (PRU) 0.1 $290k 2.6k 111.68
Pfizer Stock (PFE) 0.1 $285k 11k 25.34
Waters Corp Stock (WAT) 0.1 $284k 770.00 368.57
Verisk Analytics Stock (VRSK) 0.1 $271k 910.00 297.62
International Business Machs Stock (IBM) 0.1 $264k 1.1k 248.77
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.1 $264k 5.9k 45.01
Unilever Adr (UL) 0.1 $264k 4.4k 59.55
Coca Cola Stock (KO) 0.1 $258k 3.6k 71.61
Ishares Short Treasury Bond Etf Etf (SHV) 0.1 $257k 2.3k 110.46
Edwards Lifesciences Corp Stock (EW) 0.1 $254k 3.5k 72.48
Ishares Ibonds Dec 2029 Term Muni Bond Etf Etf (IBMR) 0.0 $251k 10k 25.04
At&t Stock (T) 0.0 $242k 8.6k 28.28
Vanguard Information Technology Etf Etf (VGT) 0.0 $240k 443.00 542.38
Realty Income Corp Reit (O) 0.0 $235k 4.0k 58.01
Netflix Stock (NFLX) 0.0 $228k 244.00 932.53
Spdr Gold Shares Etf (GLD) 0.0 $219k 760.00 288.14
Unitedhealth Group Stock (UNH) 0.0 $214k 409.00 523.75
Caterpillar Stock (CAT) 0.0 $206k 625.00 329.80
Bristol-myers Squibb Stock (BMY) 0.0 $204k 3.3k 60.99
Nxp Semiconductors N V Stock (NXPI) 0.0 $201k 1.1k 190.06
Srh Total Return Fund Cef (STEW) 0.0 $185k 11k 17.25