MP

MCDONALD PARTNERS LLC

13F
MCDONALD PARTNERS LLC
Last update 2024-10-15 238 Stocks (12 new)
Value $400.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(5.08%)AAPL(4.61%)ETN(3.37%)BRK.B(2.23%)JPM(2.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
MCDONALD PARTNERS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
47,185
20303.850
+0.03%
5.080
0%
0.000
+5.34%
+12.35%
3123988.204
Software
AAPL 		Apple Inc
79,131
18437.620
+2.16%
4.610
+0.10%
0.000
+7.59%
+16.11%
3366293.782
Hardware
ETN 		Eaton Corp PLC
40,597
13455.690
+0.74%
3.370
+0.02%
0.010
+29.73%
+50.99%
141947.936
Industrial Products
BRK.B 		Berkshire Hathaway Inc
19,394
8926.280
+2.21%
2.230
+0.05%
0.000
+11.08%
+31.47%
1010948.402
Insurance
JPM 		JPMorgan Chase & Co
39,242
8274.710
+0.06%
2.070
0%
0.000
+24.08%
+48.71%
695558.005
Banks
AMGN 		Amgen Inc
20,802
6702.780
-1.02%
1.680
-0.02%
0.000
-1.50%
+14.18%
172961.904
Drug Manufacturers
RTX 		RTX Corp
53,631
6498.000
-1.68%
1.630
-0.02%
0.000
+6.85%
+47.12%
161838.284
Aerospace & Defense
XOM 		Exxon Mobil Corp
50,829
5958.270
-2.49%
1.490
-0.04%
0.000
+6.84%
+24.13%
531806.439
Oil & Gas
ORCL 		Oracle Corp
33,078
5636.490
-2.47%
1.410
-0.03%
0.000
+41.68%
+74.01%
502227.478
Software
NVDA 		NVIDIA Corp
45,694
5549.130
-0.38%
1.390
-0.01%
0.000
+39.69%
+194.09%
3571813.300
Semiconductors

MCDONALD PARTNERS LLC's Historical Top Holdings Breakdowns

MCDONALD PARTNERS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH 		UnitedHealth Group Inc2024-09-30Reduce
-0.28%
●
488.01 ($565.61) 604.18
$596.69
5.49%
Reduce -43.04%
2,717
-2,053
GILD 		Gilead Sciences Inc2024-09-30Add
+0.22%
●
66.59 ($76.3) 83.99
$91.69
20.17%
Add 49.18%
32,397
10,680
VRTX 		Vertex Pharmaceuticals Inc2024-09-30Sold Out
-0.19%
●
460 ($480.37) 505.78
$493.51
2.74%
Sold Out
0
-1,510
JCI 		Johnson Controls International PLC2024-09-30Add
+0.18%
●
65.52 ($70.16) 77.61
$81.47
16.12%
Add 58.4%
25,335
9,341
SILA 		Sila Realty Trust Inc2024-09-30Add
+0.18%
●
20.62 ($23.5) 26.35
$24.00
2.13%
Add 35.97%
107,159
28,346
WRK WestRock Co2024-09-30Sold Out
-0.18%
●
48.79 ($49.91) 51.51
$51.51
3.21%
Sold Out
0
-13,262
CRWD 		CrowdStrike Holdings Inc2024-09-30Add
+0.15%
●
217.89 ($284.07) 392.15
$320.04
12.66%
Add 322.59%
2,713
2,071
IWM 		iShares Russell 2000 ETF2024-09-30Add
+0.14%
●
200.87 ($213.99) 224.6
$237.22
10.86%
Add 113.78%
4,855
2,584
ARKK 		ARK Innovation ETF2024-09-30Sold Out
-0.14%
●
39.47 ($44.94) 49.4
$52.14
16.02%
Sold Out
0
-12,038
XLF 		Financial Select Sector SPDR2024-09-30Sold Out
-0.14%
●
40.84 ($43.64) 45.74
$49.55
13.54%
Sold Out
0
-12,394

MCDONALD PARTNERS LLC Total Holding History ($B)

To

MCDONALD PARTNERS LLC's Asset Allocation

To

MCDONALD PARTNERS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MCDONALD PARTNERS LLC's Hypothetical Growth since 2024-09-30

MCDONALD PARTNERS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MCDONALD PARTNERS LLC's Holdings Heat Map

Size field:

MCDONALD PARTNERS LLC's Holdings Bubble Chart

MCDONALD PARTNERS LLC News

  • 1

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