Mcdonald Partners

Mcdonald Partners as of March 31, 2025

Portfolio Holdings for Mcdonald Partners

Mcdonald Partners holds 240 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
Microsoft Corporation (MSFT) 4.4 $17M 45k 376.00
Apple (AAPL) 4.3 $17M 75k 222.32
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $10M 20k 532.58
Eaton Corp SHS (ETN) 2.7 $10M 38k 271.84
JPMorgan Chase & Co. (JPM) 2.4 $9.4M 38k 245.55
Amgen (AMGN) 1.7 $6.6M 21k 312.43
Raytheon Technologies Corp (RTX) 1.6 $6.3M 47k 132.63
Exxon Mobil Corporation (XOM) 1.6 $6.0M 50k 119.10
Chevron Corporation (CVX) 1.5 $5.7M 34k 167.45
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $5.4M 11k 513.91
Honeywell International (HON) 1.3 $5.0M 24k 212.26
Amazon (AMZN) 1.3 $4.9M 26k 190.26
NVIDIA Corporation (NVDA) 1.3 $4.8M 45k 108.39
Abbvie (ABBV) 1.2 $4.7M 23k 209.54
Johnson & Johnson (JNJ) 1.2 $4.6M 28k 166.28
Oracle Corporation (ORCL) 1.2 $4.5M 32k 139.81
International Business Machines (IBM) 1.2 $4.5M 18k 249.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $4.4M 7.8k 559.39
Pentair SHS (PNR) 1.1 $4.3M 50k 87.48
Cisco Systems (CSCO) 1.1 $4.1M 66k 61.77
Alphabet Cap Stk Cl C (GOOG) 1.1 $4.1M 26k 156.44
Ishares Tr Core S&p Us Gwt (IUSG) 1.1 $4.1M 32k 127.08
Smucker J M Com New (SJM) 1.1 $4.1M 34k 118.58
Phillips 66 (PSX) 1.0 $4.0M 32k 123.71
Sherwin-Williams Company (SHW) 1.0 $3.8M 11k 350.57
Verizon Communications (VZ) 1.0 $3.7M 81k 45.40
Broadcom (AVGO) 0.9 $3.6M 22k 167.51
Tractor Supply Company (TSCO) 0.9 $3.5M 63k 55.10
Meta Platforms Cl A (META) 0.9 $3.5M 6.0k 578.23
L3harris Technologies (LHX) 0.9 $3.5M 17k 210.03
Thermo Fisher Scientific (TMO) 0.9 $3.4M 6.8k 497.60
Accenture Plc Ireland Shs Class A (ACN) 0.9 $3.3M 11k 313.08
Adobe Systems Incorporated (ADBE) 0.8 $3.2M 8.3k 383.53
Texas Instruments Incorporated (TXN) 0.8 $3.2M 18k 180.16
Pfizer (PFE) 0.8 $2.9M 116k 25.35
United Parcel Service CL B (UPS) 0.7 $2.9M 26k 110.16
Pepsi (PEP) 0.7 $2.8M 19k 150.45
Gilead Sciences (GILD) 0.7 $2.8M 25k 112.06
Home Depot (HD) 0.7 $2.7M 7.4k 369.09
Marriott Intl Cl A (MAR) 0.7 $2.7M 12k 238.20
Wal-Mart Stores (WMT) 0.7 $2.6M 30k 88.00
Mueller Wtr Prods Com Ser A (MWA) 0.7 $2.6M 102k 25.42
AFLAC Incorporated (AFL) 0.7 $2.6M 23k 111.46
Nextera Energy (NEE) 0.7 $2.5M 35k 71.03
Chubb (CB) 0.6 $2.5M 8.1k 303.70
Progressive Corporation (PGR) 0.6 $2.4M 8.5k 283.03
Us Bancorp Del Com New (USB) 0.6 $2.3M 54k 42.24
ConocoPhillips (COP) 0.6 $2.2M 21k 105.14
At&t (T) 0.6 $2.2M 77k 28.28
Abbott Laboratories (ABT) 0.6 $2.1M 16k 133.18
Costco Wholesale Corporation (COST) 0.5 $2.1M 2.2k 962.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $2.1M 4.4k 469.30
Gartner (IT) 0.5 $2.1M 4.9k 419.74
Bank of America Corporation (BAC) 0.5 $2.0M 49k 41.77
Xylem (XYL) 0.5 $2.0M 17k 119.69
W.W. Grainger (GWW) 0.5 $2.0M 2.0k 1007.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $1.9M 34k 57.14
Procter & Gamble Company (PG) 0.5 $1.9M 11k 171.17
Goldman Sachs (GS) 0.5 $1.9M 3.5k 546.46
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.5 $1.9M 23k 80.41
McDonald's Corporation (MCD) 0.5 $1.8M 5.8k 315.04
Las Vegas Sands (LVS) 0.5 $1.8M 47k 38.66
Hyster-yale Cl A (HY) 0.5 $1.8M 43k 41.54
Citigroup Com New (C) 0.5 $1.8M 25k 70.99
Lowe's Companies (LOW) 0.5 $1.8M 7.5k 234.73
Johnson Ctls Intl SHS (JCI) 0.5 $1.8M 22k 80.11
Walt Disney Company (DIS) 0.5 $1.8M 18k 98.94
Analog Devices (ADI) 0.5 $1.7M 8.6k 203.10
Linde SHS (LIN) 0.4 $1.7M 3.6k 469.04
Becton, Dickinson and (BDX) 0.4 $1.6M 7.0k 230.65
Emerson Electric (EMR) 0.4 $1.6M 15k 110.08
American Tower Reit (AMT) 0.4 $1.6M 7.2k 219.22
General Dynamics Corporation (GD) 0.4 $1.6M 5.7k 275.08
Dupont De Nemours (DD) 0.4 $1.6M 21k 74.68
Blackrock (BLK) 0.4 $1.6M 1.6k 953.10
UnitedHealth (UNH) 0.4 $1.6M 2.9k 532.88
Qualcomm (QCOM) 0.4 $1.5M 9.9k 153.61
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.4 $1.5M 29k 51.78
Merck & Co (MRK) 0.4 $1.5M 16k 89.78
WD-40 Company (WDFC) 0.4 $1.4M 5.9k 244.00
Air Products & Chemicals (APD) 0.4 $1.4M 4.8k 298.29
PNC Financial Services (PNC) 0.4 $1.4M 8.2k 175.79
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.4M 9.3k 154.66
CF Bankshares (CFBK) 0.4 $1.4M 64k 22.04
Siren Etf Tr Divcn Ldrs Etf (LEAD) 0.4 $1.4M 22k 64.79
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $1.4M 15k 93.66
Huntington Bancshares Incorporated (HBAN) 0.4 $1.3M 90k 15.01
Automatic Data Processing (ADP) 0.3 $1.3M 4.3k 308.70
Nordson Corporation (NDSN) 0.3 $1.3M 6.6k 201.72
Advanced Micro Devices (AMD) 0.3 $1.3M 13k 102.74
Sila Realty Trust Common Stock (SILA) 0.3 $1.3M 49k 26.71
Motorola Solutions Com New (MSI) 0.3 $1.3M 2.9k 437.88
Roku Com Cl A (ROKU) 0.3 $1.3M 18k 70.44
Constellation Brands Cl A (STZ) 0.3 $1.3M 6.9k 185.11
Illinois Tool Works (ITW) 0.3 $1.3M 5.0k 250.42
Medtronic SHS (MDT) 0.3 $1.2M 13k 90.30
Mondelez Intl Cl A (MDLZ) 0.3 $1.2M 17k 68.07
FactSet Research Systems (FDS) 0.3 $1.2M 2.5k 460.75
Paychex (PAYX) 0.3 $1.2M 7.5k 155.30
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $1.2M 8.7k 132.58
S&p Global (SPGI) 0.3 $1.1M 2.2k 514.40
Lumentum Hldgs (LITE) 0.3 $1.1M 18k 62.34
Philip Morris International (PM) 0.3 $1.1M 6.9k 158.76
Apollo Global Mgmt (APO) 0.3 $1.1M 7.9k 136.94
Lockheed Martin Corporation (LMT) 0.3 $1.1M 2.3k 452.76
Netflix (NFLX) 0.3 $1.1M 1.1k 932.53
HSBC HLDGS Spon Adr New (HSBC) 0.3 $1.0M 18k 57.46
Colgate-Palmolive Company (CL) 0.3 $984k 10k 94.18
Ambarella SHS (AMBA) 0.3 $979k 19k 50.33
Crowdstrike Hldgs Cl A (CRWD) 0.3 $978k 2.8k 352.58
Amer (UHAL) 0.3 $976k 15k 65.36
Marathon Petroleum Corp (MPC) 0.3 $975k 6.7k 145.71
Godaddy Cl A (GDDY) 0.3 $973k 5.4k 180.14
Wec Energy Group (WEC) 0.3 $964k 8.8k 109.59
Ishares Tr Russell 2000 Etf (IWM) 0.3 $960k 4.8k 200.23
Waste Management (WM) 0.2 $953k 4.1k 231.62
Eversource Energy (ES) 0.2 $942k 15k 62.32
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $937k 18k 51.95
Freeport-mcmoran CL B (FCX) 0.2 $929k 25k 37.86
Target Corporation (TGT) 0.2 $926k 8.8k 104.67
Zoetis Cl A (ZTS) 0.2 $926k 5.6k 164.67
Hercules Technology Growth Capital (HTGC) 0.2 $922k 48k 19.21
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $914k 46k 20.09
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.2 $900k 16k 58.06
Eli Lilly & Co. (LLY) 0.2 $884k 1.1k 825.91
MPLX Com Unit Rep Ltd (MPLX) 0.2 $867k 16k 53.53
Union Pacific Corporation (UNP) 0.2 $829k 3.5k 238.01
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $824k 7.6k 108.69
Spdr Index Shs Fds Msci Wrld Strgic (QWLD) 0.2 $814k 6.4k 127.69
American Water Works (AWK) 0.2 $809k 5.4k 148.56
Jacobs Engineering Group (J) 0.2 $780k 6.5k 120.89
Blackstone Group Inc Com Cl A (BX) 0.2 $759k 5.4k 139.84
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $742k 15k 50.85
Lam Research Corp Com New (LRCX) 0.2 $735k 10k 72.70
Nike CL B (NKE) 0.2 $726k 11k 63.73
Parke Ban (PKBK) 0.2 $724k 38k 18.84
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $693k 37k 18.59
Wendy's/arby's Group (WEN) 0.2 $690k 47k 14.63
Cnh Indl N V SHS (CNH) 0.2 $681k 55k 12.28
Comcast Corp Cl A (CMCSA) 0.2 $668k 18k 36.98
Clorox Company (CLX) 0.2 $663k 4.5k 148.28
Ares Capital Corporation (ARCC) 0.2 $661k 30k 22.16
Uber Technologies (UBER) 0.2 $659k 9.0k 72.86
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.2 $652k 3.3k 194.72
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $646k 13k 51.09
Coca-Cola Company (KO) 0.2 $639k 8.9k 71.66
Ishares Tr Core S&p500 Etf (IVV) 0.2 $637k 1.1k 562.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $634k 3.4k 186.31
Draftkings Com Cl A (DKNG) 0.2 $630k 19k 33.21
Packaging Corporation of America (PKG) 0.2 $630k 3.2k 198.13
Tegna (TGNA) 0.2 $620k 34k 18.22
Crown Castle Intl (CCI) 0.2 $598k 5.7k 104.80
Rithm Capital Corp Com New (RITM) 0.2 $583k 51k 11.45
Cummins (CMI) 0.1 $572k 1.8k 313.44
Melco Resorts And Entmnt Adr (MLCO) 0.1 $557k 106k 5.27
Harley-Davidson (HOG) 0.1 $550k 22k 25.25
Generac Holdings (GNRC) 0.1 $548k 4.3k 126.65
Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $542k 7.8k 69.52
Pimco Dynamic Income Oprnts Com Ben Shs (PDO) 0.1 $541k 39k 13.88
Starbucks Corporation (SBUX) 0.1 $526k 5.4k 98.23
Palantir Technologies Cl A (PLTR) 0.1 $511k 6.1k 84.40
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $504k 10k 50.42
PPG Industries (PPG) 0.1 $503k 4.6k 110.08
Ge Aerospace Com New (GE) 0.1 $500k 2.5k 200.15
Ishares Tr Short Treas Bd (SHV) 0.1 $500k 4.5k 110.46
Virtus Allianzgi Diversified (ACV) 0.1 $494k 25k 20.00
Iridium Communications (IRDM) 0.1 $490k 18k 27.32
Illumina (ILMN) 0.1 $486k 6.1k 79.34
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT) 0.1 $465k 21k 22.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $463k 21k 22.08
Norfolk Southern (NSC) 0.1 $456k 1.9k 236.85
Brown Forman Corp CL B (BF.B) 0.1 $454k 13k 33.94
Smurfit Westrock SHS (SW) 0.1 $451k 10k 45.06
Atmos Energy Corporation (ATO) 0.1 $443k 2.9k 155.45
salesforce (CRM) 0.1 $441k 1.6k 268.62
Owl Rock Capital Corporation (OBDC) 0.1 $440k 30k 14.66
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.1 $431k 9.4k 46.11
Baidu Spon Adr Rep A (BIDU) 0.1 $429k 4.7k 92.03
Key (KEY) 0.1 $427k 27k 15.99
Northrop Grumman Corporation (NOC) 0.1 $425k 830.00 512.28
Etfis Ser Tr I Virtus Infrcap (PFFA) 0.1 $424k 20k 21.21
Bristol Myers Squibb (BMY) 0.1 $419k 6.9k 60.99
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $407k 25k 16.63
Corning Incorporated (GLW) 0.1 $395k 8.6k 45.78
Metropcs Communications (TMUS) 0.1 $395k 1.5k 266.71
American Electric Power Company (AEP) 0.1 $384k 3.5k 109.27
Lincoln Electric Holdings (LECO) 0.1 $372k 2.0k 189.16
Carrier Global Corporation (CARR) 0.1 $371k 5.9k 63.40
Darden Restaurants (DRI) 0.1 $369k 1.8k 207.76
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $360k 1.9k 188.20
Vertiv Holdings Com Cl A (VRT) 0.1 $356k 4.9k 72.20
Ishares Tr Faln Angls Usd (FALN) 0.1 $356k 13k 26.79
Liberty All Star Equity Sh Ben Int (USA) 0.1 $344k 53k 6.55
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $344k 4.2k 82.73
Deere & Company (DE) 0.1 $335k 713.00 469.35
Select Sector Spdr Tr Energy (XLE) 0.1 $329k 3.5k 93.60
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $326k 5.0k 65.17
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $311k 3.3k 92.85
Adams Express Company (ADX) 0.1 $311k 16k 18.99
Visa Com Cl A (V) 0.1 $309k 882.00 350.53
Otis Worldwide Corp (OTIS) 0.1 $305k 3.0k 103.23
Parker-Hannifin Corporation (PH) 0.1 $304k 500.00 607.85
Sonos (SONO) 0.1 $293k 28k 10.67
CMS Energy Corporation (CMS) 0.1 $289k 3.8k 75.31
TJX Companies (TJX) 0.1 $286k 2.3k 121.80
Steris Shs Usd (STE) 0.1 $283k 1.2k 226.65
Vanguard Index Fds Growth Etf (VUG) 0.1 $276k 745.00 370.82
Ferguson Enterprises Common Stock New (FERG) 0.1 $274k 1.7k 160.23
Calamos Etf Tr Calamos Bit 80 S (CBTJ) 0.1 $274k 12k 23.22
Ishares Tr Core Div Grwth (DGRO) 0.1 $273k 4.4k 61.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $265k 11k 25.04
Boeing Company (BA) 0.1 $265k 1.6k 170.55
Dolby Laboratories Com Cl A (DLB) 0.1 $262k 3.3k 80.31
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF) 0.1 $259k 3.6k 72.53
Caterpillar (CAT) 0.1 $259k 784.00 329.93
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $259k 2.2k 117.49
Cleveland-cliffs (CLF) 0.1 $251k 31k 8.22
Stryker Corporation (SYK) 0.1 $245k 655.00 374.13
Cincinnati Financial Corporation (CINF) 0.1 $244k 1.7k 147.72
Vanguard Index Fds Value Etf (VTV) 0.1 $244k 1.4k 172.77
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $244k 7.9k 30.73
Aon Shs Cl A (AON) 0.1 $243k 608.00 399.09
Shell Spon Ads (SHEL) 0.1 $241k 3.3k 73.30
Griffon Corporation (GFF) 0.1 $236k 3.3k 71.51
BP Sponsored Adr (BP) 0.1 $233k 6.9k 33.79
Fifth Third Ban (FITB) 0.1 $221k 5.6k 39.20
V.F. Corporation (VFC) 0.1 $219k 14k 15.52
Vodafone Group Sponsored Adr (VOD) 0.1 $215k 23k 9.37
Applied Materials (AMAT) 0.1 $211k 1.5k 145.12
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $208k 7.0k 29.69
Allstate Corporation (ALL) 0.1 $207k 999.00 207.07
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $206k 486.00 424.43
Paramount Global Class B Com (PARA) 0.1 $203k 17k 11.96
Columbia Etf Tr I Us Equity Income (EQIN) 0.1 $202k 4.4k 45.76
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $202k 955.00 211.76
Banco Santander Adr (SAN) 0.0 $174k 26k 6.70
Carecloud (CCLD) 0.0 $173k 125k 1.39
Ford Motor Company (F) 0.0 $147k 15k 10.03
Under Armour Cl A (UAA) 0.0 $122k 20k 6.25
First Fndtn (FFWM) 0.0 $61k 12k 5.19