The Analysis of MCDONALD PARTNERS LLC's Holdings
Currently, MCDONALD PARTNERS LLC holds 223 types of securities in its portfolio with a total value $335.0M. In the most recent quarter, they have increased their positions in CRH (+27.5K shares, valued at $3.3M), CAIE (+50.0K shares, valued at $1.4M), FERG (+4.2K shares, valued at $932.0K); decreased their positions in MSFT (-13.3K shares, valued at $6.9M), AAPL (-21.4K shares, valued at $5.4M), GOOG (-14.5K shares, valued at $3.5M); initiated new positions in CRH (+27.5K shares, valued at $3.3M), CAIE (+50.0K shares, valued at $1.4M), CAH (+2.7K shares, valued at $425.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP31.9K shares-29.41%2025-09-302025-11-12
ETN EATON CORP PLC38.7K shares-2.49%2025-09-302025-11-12 AAPL APPLE INC46.9K shares-31.30%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.31.0K shares-17.83%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL18.8K shares-0.75%2025-09-302025-11-12 ORCL ORACLE CORP29.2K shares-8.65%2025-09-302025-11-12 VOO VANGUARD INDEX FDS12.9K shares2.36%2025-09-302025-11-12 RTX RTX CORPORATION38.5K shares-22.99%2025-09-302025-11-12 PNR PENTAIR PLC51.6K shares-2.89%2025-09-302025-11-12 NVDA NVIDIA CORPORATION30.3K shares-30.65%2025-09-302025-11-12 AVGO BROADCOM INC16.6K shares-32.47%2025-09-302025-11-12 IUSG ISHARES TR32.0K shares0.00%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR7.8K shares0.54%2025-09-302025-11-12 AMGN AMGEN INC17.7K shares-16.39%2025-09-302025-11-12 ABBV ABBVIE INC19.6K shares-14.52%2025-09-302025-11-12 HON HONEYWELL INTL INC21.1K shares-11.32%2025-09-302025-11-12 CVX CHEVRON CORP NEW26.9K shares-18.00%2025-09-302025-11-12 LHX L3HARRIS TECHNOLOGIES INC13.5K shares-21.23%2025-09-302025-11-12 IBM INTERNATIONAL BUSINESS MACHS14.5K shares-18.44%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON19.7K shares-28.02%2025-09-302025-11-12 HD HOME DEPOT INC8.9K shares-10.16%2025-09-302025-11-12 TSCO TRACTOR SUPPLY CO63.2K shares1.06%2025-09-302025-11-12 CSCO CISCO SYS INC49.8K shares-27.82%2025-09-302025-11-12 CRH CRH PLC27.5K sharesnew addition2025-09-302025-11-12 TMO THERMO FISHER SCIENTIFIC INC6.7K shares0.00%2025-09-302025-11-12 MWA MUELLER WTR PRODS INC126.1K shares13.63%2025-09-302025-11-12 AMZN AMAZON COM INC13.8K shares-46.82%2025-09-302025-11-12 GILD GILEAD SCIENCES INC26.9K shares16.31%2025-09-302025-11-12 PSX PHILLIPS 6621.9K shares-31.58%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC3.7K shares-4.96%2025-09-302025-11-12 SJM SMUCKER J M CO27.0K shares-28.52%2025-09-302025-11-12 MAR MARRIOTT INTL INC NEW11.2K shares-1.96%2025-09-302025-11-12 ADBE ADOBE INC8.2K shares-0.73%2025-09-302025-11-12 LITE LUMENTUM HLDGS INC17.4K shares-0.14%2025-09-302025-11-12 GOOG ALPHABET INC11.5K shares-55.67%2025-09-302025-11-12 QQQ INVESCO QQQ TR4.4K shares-2.70%2025-09-302025-11-12 C CITIGROUP INC25.3K shares9.07%2025-09-302025-11-12 SPYG SPDR SERIES TRUST24.0K shares7.21%2025-09-302025-11-12 TXN TEXAS INSTRS INC13.4K shares-24.59%2025-09-302025-11-12 XOM EXXON MOBIL CORP21.2K shares-53.82%2025-09-302025-11-12 JEPI J P MORGAN EXCHANGE TRADED F39.1K shares8.27%2025-09-302025-11-12 ACN ACCENTURE PLC IRELAND8.8K shares-17.99%2025-09-302025-11-12 FERG FERGUSON ENTERPRISES INC9.1K shares84.09%2025-09-302025-11-12 PFE PFIZER INC74.1K shares-36.55%2025-09-302025-11-12 USB US BANCORP DEL38.4K shares-29.77%2025-09-302025-11-12 HBAN HUNTINGTON BANCSHARES INC106.9K shares14.09%2025-09-302025-11-12 ROKU ROKU INC18.3K shares1.24%2025-09-302025-11-12 T AT&T INC64.3K shares2.03%2025-09-302025-11-12 QCOM QUALCOMM INC10.7K shares5.25%2025-09-302025-11-12 XYL XYLEM INC11.8K shares-31.50%2025-09-302025-11-12 GOOGL ALPHABET INC7.1K shares-13.96%2025-09-302025-11-12 HY HYSTER-YALE INC46.5K shares2.37%2025-09-302025-11-12 LEAD SIREN ETF TR21.9K shares-1.26%2025-09-302025-11-12 PGR PROGRESSIVE CORP6.6K shares-26.45%2025-09-302025-11-12 JEPQ J P MORGAN EXCHANGE TRADED F27.9K shares-4.61%2025-09-302025-11-12 CMI CUMMINS INC3.8K shares-8.81%2025-09-302025-11-12 NDSN NORDSON CORP7.0K shares6.11%2025-09-302025-11-12 AMBA AMBARELLA INC19.1K shares-0.78%2025-09-302025-11-12 VZ VERIZON COMMUNICATIONS INC35.1K shares-55.72%2025-09-302025-11-12 CFBK CF BANKSHARES INC64.2K shares0.00%2025-09-302025-11-12 PEP PEPSICO INC10.8K shares-41.13%2025-09-302025-11-12 AGG ISHARES TR15.0K shares10.50%2025-09-302025-11-12 FCX FREEPORT-MCMORAN INC38.2K shares26.90%2025-09-302025-11-12 NEE NEXTERA ENERGY INC19.3K shares-45.75%2025-09-302025-11-12 JCI JOHNSON CTLS INTL PLC13.2K shares-27.37%2025-09-302025-11-12 USMV ISHARES TR14.7K shares0.44%2025-09-302025-11-12 PNC PNC FINL SVCS GROUP INC6.9K shares-2.89%2025-09-302025-11-12 CAIE CALAMOS ETF TR50.0K sharesnew addition2025-09-302025-11-12 MSI MOTOROLA SOLUTIONS INC2.9K shares-0.85%2025-09-302025-11-12 LRCX LAM RESEARCH CORP10.0K shares0.00%2025-09-302025-11-12 UNH UNITEDHEALTH GROUP INC3.8K shares3.11%2025-09-302025-11-12 IT GARTNER INC4.8K shares0.52%2025-09-302025-11-12 UPS UNITED PARCEL SERVICE INC15.2K shares-25.43%2025-09-302025-11-12 NFLX NETFLIX INC1.0K shares0.00%2025-09-302025-11-12 META META PLATFORMS INC1.6K shares-73.46%2025-09-302025-11-12 WDFC WD 40 CO5.9K shares-0.42%2025-09-302025-11-12 DD DUPONT DE NEMOURS INC14.5K shares-13.79%2025-09-302025-11-12 MRK MERCK & CO INC13.4K shares-8.74%2025-09-302025-11-12 SILA SILA REALTY TRUST INC44.8K shares-7.61%2025-09-302025-11-12 PM PHILIP MORRIS INTL INC6.9K shares-0.75%2025-09-302025-11-12 ABT ABBOTT LABS8.1K shares-49.15%2025-09-302025-11-12 DIS DISNEY WALT CO9.5K shares-44.64%2025-09-302025-11-12 MPC MARATHON PETE CORP5.5K shares-3.29%2025-09-302025-11-12 AFL AFLAC INC9.3K shares-59.82%2025-09-302025-11-12 SHY ISHARES TR12.4K shares6.03%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO6.3K shares-43.84%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS15.7K shares10.39%2025-09-302025-11-12 J JACOBS SOLUTIONS INC6.2K shares0.00%2025-09-302025-11-12 APO APOLLO GLOBAL MGMT INC6.9K shares-2.11%2025-09-302025-11-12 HTGC HERCULES CAPITAL INC48.0K shares0.00%2025-09-302025-11-12 QWLD SPDR INDEX SHS FDS6.4K shares0.00%2025-09-302025-11-12 BX BLACKSTONE INC5.2K shares-1.38%2025-09-302025-11-12 WM WASTE MGMT INC DEL4.0K shares-2.36%2025-09-302025-11-12 FUMB FIRST TR EXCH TRADED FD III43.5K shares0.00%2025-09-302025-11-12 WMT WALMART INC8.2K shares-71.21%2025-09-302025-11-12 KEY KEYCORP44.6K shares40.43%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC4.5K shares-24.79%2025-09-302025-11-12 UHAL U HAUL HOLDING COMPANY14.5K shares-2.02%2025-09-302025-11-12 LLY ELI LILLY & CO1.1K shares57.33%2025-09-302025-11-12 ZTS ZOETIS INC5.5K shares0.43%2025-09-302025-11-12 COP CONOCOPHILLIPS8.5K shares-57.95%2025-09-302025-11-12 MCD MCDONALDS CORP2.6K shares-54.93%2025-09-302025-11-12 LQD ISHARES TR7.1K shares0.00%2025-09-302025-11-12 PKBK PARKE BANCORP INC36.4K shares0.00%2025-09-302025-11-12 SUN SUNOCO LP/SUNOCO FIN CORP15.2K shares-1.93%2025-09-302025-11-12 MSGS MADISON SQUARE GRDN SPRT COR3.3K shares0.00%2025-09-302025-11-12 GLW CORNING INC9.1K shares0.00%2025-09-302025-11-12 JMST J P MORGAN EXCHANGE TRADED F14.6K shares0.00%2025-09-302025-11-12 VRT VERTIV HOLDINGS CO4.9K shares0.00%2025-09-302025-11-12 GDDY GODADDY INC5.4K shares0.00%2025-09-302025-11-12 GNRC GENERAC HLDGS INC4.3K shares0.00%2025-09-302025-11-12 EMR EMERSON ELEC CO5.4K shares-63.56%2025-09-302025-11-12 BAC BANK AMERICA CORP13.7K shares-72.33%2025-09-302025-11-12 VBR VANGUARD INDEX FDS3.4K shares-0.62%2025-09-302025-11-12 AMT AMERICAN TOWER CORP NEW3.7K shares-49.79%2025-09-302025-11-12 GWW GRAINGER W W INC729 shares-63.42%2025-09-302025-11-12 GE GE AEROSPACE2.3K shares-8.10%2025-09-302025-11-12 SPYV SPDR SERIES TRUST12.5K shares-6.31%2025-09-302025-11-12 AMD ADVANCED MICRO DEVICES INC4.3K shares-67.27%2025-09-302025-11-12 CB CHUBB LIMITED2.4K shares-70.76%2025-09-302025-11-12 BABA ALIBABA GROUP HLDG LTD3.7K shares-61.25%2025-09-302025-11-12 BDX BECTON DICKINSON & CO3.5K shares-40.18%2025-09-302025-11-12 COST COSTCO WHSL CORP NEW702 shares-67.69%2025-09-302025-11-12 PKG PACKAGING CORP AMER2.8K shares0.07%2025-09-302025-11-12 HELO J P MORGAN EXCHANGE TRADED F9.3K shares32.96%2025-09-302025-11-12 ACV VIRTUS DIVERSIFIED INCM & CO24.7K shares0.00%2025-09-302025-11-12 GD GENERAL DYNAMICS CORP1.7K shares-69.75%2025-09-302025-11-12 RITM RITHM CAPITAL CORP50.9K shares0.00%2025-09-302025-11-12 NSC NORFOLK SOUTHN CORP1.9K shares-1.30%2025-09-302025-11-12 BLK BLACKROCK INC486 shares-71.21%2025-09-302025-11-12 IVV ISHARES TR849 shares-25.07%2025-09-302025-11-12 HOG HARLEY DAVIDSON INC20.3K shares-2.40%2025-09-302025-11-12 ILMN ILLUMINA INC6.0K shares0.00%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR21.0K shares0.00%2025-09-302025-11-12 PDO PIMCO DYNAMIC INCOME OPRNTS39.0K shares0.00%2025-09-302025-11-12 LIN LINDE PLC1.1K shares-68.99%2025-09-302025-11-12 LOW LOWES COS INC2.1K shares-72.74%2025-09-302025-11-12 ARCC ARES CAPITAL CORP26.0K shares-12.87%2025-09-302025-11-12 FMB FIRST TR EXCH TRADED FD III10.0K shares0.00%2025-09-302025-11-12 SHV ISHARES TR4.5K shares-0.57%2025-09-302025-11-12 V VISA INC1.5K shares80.62%2025-09-302025-11-12 FNCL FIDELITY COVINGTON TRUST6.5K shares0.00%2025-09-302025-11-12 ADI ANALOG DEVICES INC2.0K shares-77.17%2025-09-302025-11-12 CNH CNH INDL N V44.2K shares-20.89%2025-09-302025-11-12 CRWD CROWDSTRIKE HLDGS INC961 shares-65.90%2025-09-302025-11-12 PZT INVESCO EXCH TRADED FD TR II21.1K shares0.00%2025-09-302025-11-12 VTV VANGUARD INDEX FDS2.5K shares77.55%2025-09-302025-11-12 ITW ILLINOIS TOOL WKS INC1.8K shares-65.99%2025-09-302025-11-12 ADP AUTOMATIC DATA PROCESSING IN1.6K shares-63.70%2025-09-302025-11-12 TGNA TEGNA INC21.9K shares-4.79%2025-09-302025-11-12 SHW SHERWIN WILLIAMS CO1.3K shares-87.83%2025-09-302025-11-12 PFFA ETFIS SER TR I20.0K shares0.00%2025-09-302025-11-12 AMLP ALPS ETF TR9.2K shares-49.39%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F8.0K shares4.87%2025-09-302025-11-12 CAH CARDINAL HEALTH INC2.7K sharesnew addition2025-09-302025-11-12 LECO LINCOLN ELEC HLDGS INC1.8K shares-8.50%2025-09-302025-11-12 QYLD GLOBAL X FDS24.5K shares0.00%2025-09-302025-11-12 SONO SONOS INC26.2K shares-2.60%2025-09-302025-11-12 AEP AMERICAN ELEC PWR CO INC3.5K shares0.00%2025-09-302025-11-12 CCLD CARECLOUD INC121.1K shares0.00%2025-09-302025-11-12 KO COCA COLA CO5.8K shares-24.75%2025-09-302025-11-12 OBDC BLUE OWL CAPITAL CORPORATION30.0K shares0.00%2025-09-302025-11-12 UNP UNION PAC CORP1.6K shares-55.30%2025-09-302025-11-12 ADX ADAMS DIVERSIFIED EQUITY FD17.1K shares2.09%2025-09-302025-11-12 VO VANGUARD INDEX FDS1.3K shares0.47%2025-09-302025-11-12 IWD ISHARES TR1.9K shares-3.39%2025-09-302025-11-12 FALN ISHARES TR13.3K shares0.00%2025-09-302025-11-12 APD AIR PRODS & CHEMS INC1.3K shares-73.27%2025-09-302025-11-12 VUG VANGUARD INDEX FDS752 shares0.53%2025-09-302025-11-12 DE DEERE & CO788 shares10.52%2025-09-302025-11-12 CBTJ CALAMOS ETF TR12.5K shares0.00%2025-09-302025-11-12 IWM ISHARES TR1.5K shares-70.82%2025-09-302025-11-12 TMUS T-MOBILE US INC1.5K shares0.00%2025-09-302025-11-12 MDT MEDTRONIC PLC3.7K shares-74.46%2025-09-302025-11-12 USA LIBERTY ALL STAR EQUITY FD55.1K shares2.73%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC1.7K sharesnew addition2025-09-302025-11-12 PH PARKER-HANNIFIN CORP452 shares0.00%2025-09-302025-11-12 TJX TJX COS INC NEW2.3K shares0.00%2025-09-302025-11-12 DRI DARDEN RESTAURANTS INC1.8K shares0.00%2025-09-302025-11-12 XLG INVESCO EXCHANGE TRADED FD T5.8K shares-43.48%2025-09-302025-11-12 CARR CARRIER GLOBAL CORPORATION5.6K shares-5.12%2025-09-302025-11-12 VBK VANGUARD INDEX FDS1.1K shares31.21%2025-09-302025-11-12 SBUX STARBUCKS CORP3.8K shares-30.73%2025-09-302025-11-12 CAT CATERPILLAR INC667 shares-4.44%2025-09-302025-11-12 VB VANGUARD INDEX FDS1.2K shares-14.60%2025-09-302025-11-12 O REALTY INCOME CORP5.2K sharesnew addition2025-09-302025-11-12 MDLZ MONDELEZ INTL INC5.0K shares-71.33%2025-09-302025-11-12 IRDM IRIDIUM COMMUNICATIONS INC17.9K shares0.00%2025-09-302025-11-12 IWP ISHARES TR2.2K shares0.00%2025-09-302025-11-12 BMY BRISTOL-MYERS SQUIBB CO6.8K shares-0.73%2025-09-302025-11-12 EQIN COLUMBIA ETF TR I6.5K sharesnew addition2025-09-302025-11-12 BUFZ FIRST TR EXCHNG TRADED FD VI11.5K sharesnew addition2025-09-302025-11-12 WEC WEC ENERGY GROUP INC2.6K shares-69.73%2025-09-302025-11-12 AWK AMERICAN WTR WKS CO INC NEW2.1K shares-62.66%2025-09-302025-11-12 AMAT APPLIED MATLS INC1.4K shares0.00%2025-09-302025-11-12 RSPF INVESCO EXCHANGE TRADED FD T3.6K shares0.00%2025-09-302025-11-12 FDS FACTSET RESH SYS INC958 shares-63.00%2025-09-302025-11-12 NKE NIKE INC3.8K shares-61.81%2025-09-302025-11-12 SMH VANECK ETF TRUST808 shares-15.04%2025-09-302025-11-12 INTU INTUIT386 sharesnew addition2025-09-302025-11-12 VTI VANGUARD INDEX FDS797 shares2.97%2025-09-302025-11-12 SPGI S&P GLOBAL INC534 shares-75.92%2025-09-302025-11-12 STE STERIS PLC1.0K shares0.00%2025-09-302025-11-12 OTIS OTIS WORLDWIDE CORP2.8K shares-5.36%2025-09-302025-11-12 FITB FIFTH THIRD BANCORP5.6K shares0.00%2025-09-302025-11-12 PFF ISHARES TR7.9K shares0.00%2025-09-302025-11-12 DELL DELL TECHNOLOGIES INC1.7K shares-3.12%2025-09-302025-11-12 CMCSA COMCAST CORP NEW7.8K shares-58.38%2025-09-302025-11-12 DLB DOLBY LABORATORIES INC3.3K shares0.00%2025-09-302025-11-12 BUFR FIRST TR EXCHNG TRADED FD VI7.0K shares0.00%2025-09-302025-11-12 FPAG INVESTMENT MANAGERS SER TR I6.5K shares0.00%2025-09-302025-11-12 FSK FS KKR CAP CORP15.6K shares35.49%2025-09-302025-11-12 CMS CMS ENERGY CORP3.2K shares-17.94%2025-09-302025-11-12 STZ CONSTELLATION BRANDS INC1.7K shares-73.47%2025-09-302025-11-12 SCHP SCHWAB STRATEGIC TR8.4K sharesnew addition2025-09-302025-11-12 GBTC GRAYSCALE BITCOIN TRUST ETF2.5K shares-50.00%2025-09-302025-11-12 CEG CONSTELLATION ENERGY CORP664 sharesnew addition2025-09-302025-11-12 SCHG SCHWAB STRATEGIC TR6.8K shares-35.85%2025-09-302025-11-12 AON AON PLC608 shares0.00%2025-09-302025-11-12 LVS LAS VEGAS SANDS CORP3.9K shares-91.13%2025-09-302025-11-12 IJR ISHARES TR1.7K sharesnew addition2025-09-302025-11-12 F FORD MTR CO11.4K shares-13.71%2025-09-302025-11-12 VOD VODAFONE GROUP PLC NEW11.2K shares-24.70%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available