Filer Name: MCDONALD PARTNERS LLC
CIK: 1331074
Period: 2024-12-31
Filed At: 2025-01-31
Number of Holdings: 239
Portfolio Value: $0.39B

Mcdonald Partners Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 78,300 $20M 5.01% -1.1% -
MSFT US MICROSOFT CORP 45,948 $19M 4.95% -2.6% -
ETN US EATON CORP PLC 38,930 $13M 3.30% -4.1% -
JPM US JPMORGAN CHASE & CO 38,881 $9M 2.38% -0.9% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 19,349 $9M 2.24% -0.2% -
NVDA US NVIDIA CORP 43,484 $6M 1.49% -4.8% -
VOO US VANGUARD S&P 500 ETF 10,440 $6M 1.44% - -
AMGN US AMGEN INC 21,266 $6M 1.42% 2.2% -
RTX US RTX CORP 48,065 $6M 1.42% -10.4% -
AMZN US AMAZON.COM INC 24,945 $5M 1.40% -0.2% -
ORCL US ORACLE CORP 32,103 $5M 1.37% -2.9% -
XOM US EXXON MOBIL CORP 49,679 $5M 1.37% -2.3% -
HON US HONEYWELL INTERNATIONAL INC 22,880 $5M 1.32% -1.7% -
PNR US PENTAIR PLC 50,187 $5M 1.29% -0.7% -
CVX US CHEVRON CORP 34,179 $5M 1.27% -2.9% -
AVGO US BROADCOM INC 21,080 $5M 1.25% -3.5% -
GOOG US ALPHABET INC-CL C 25,598 $5M 1.25% 2.7% -
SPY US SPDR S&P 500 ETF TRUST 8,318 $5M 1.25% 0.0% -
IUSG US ISHARES CORE S&P U.S. GROWTH 32,000 $4M 1.14% - -
ABBV US ABBVIE INC 23,952 $4M 1.09% 8.5% -
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