Fund HoldingsMCDONALD PARTNERS LLC

Total Portfolio Value
$383.95M
Total Bought
$23.52M
Total Sold
$26.34M
Net Transaction
-$2.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PROGRESSIVE CORP(PGR)08,529+8,52902,4140.63%+2,414
BERKSHIRE HATHAWAY INC DEL019,515+19,515010,3932.71%+10,393
AMGEN INC(AMGN)021,051+21,05106,5771.71%+6,577
CHEVRON CORP NEW(CVX)034,067+34,06705,7041.49%+5,704
HOME DEPOT INC(HD)07,447+7,44702,7490.72%+2,749
RTX CORPORATION(RTX)047,145+47,14506,2531.63%+6,253
EXXON MOBIL CORP050,193+50,19305,9781.56%+5,978
CISCO SYS INC(CSCO)58,49166,256+7,7653,4634,0931.07%+630
AT&T INC(T)68,28776,776+8,4891,5552,1710.57%+616
JOHNSON & JOHNSON(JNJ)027,456+27,45604,5651.19%+4,565
ABBVIE INC(ABBV)022,621+22,62104,7401.23%+4,740
VERIZON COMMUNICATIONS INC(VZ)080,627+80,62703,6600.95%+3,660
ALIBABA GROUP HLDG LTD(BABA)08,686+8,68601,1520.30%+1,152
ETFIS SER TR I
VIRTUS INFRCAP
020,000+20,00004240.11%+424
INTERNATIONAL BUSINESS MACHS(IBM)18,72618,031-6954,1174,4971.17%+380
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
19,87328,949+9,0761,1201,4990.39%+379
VERTIV HOLDINGS CO(VRT)04,925+4,92503560.09%+356
ABBOTT LABS16,15316,142-111,8272,1500.56%+323
ADAMS DIVERSIFIED EQUITY FD016,360+16,36003110.08%+311
PHILLIPS 66(PSX)032,312+32,31203,9971.04%+3,997
AMERICAN TOWER CORP NEW(AMT)07,248+7,24801,5890.41%+1,589
PALANTIR TECHNOLOGIES INC(PLTR)3,0006,050+3,0502275110.13%+284
CALAMOS ETF TR
CALAMOS BIT 80 S
011,791+11,79102740.07%+274
CHUBB LIMITED
COM
08,077+8,07702,4530.64%+2,453
CNH INDL N V
SHS
39,42555,425+16,0004476810.18%+234
PHILIP MORRIS INTL INC(PM)7,2036,903-3008671,0960.29%+229
LINDE PLC(LIN)03,596+3,59601,6870.44%+1,687
ALLSTATE CORP(ALL)0999+99902070.05%+207
SPDR DOW JONES INDL AVERAGE(DIA)0486+48602060.05%+206
COLUMBIA ETF TR I
US EQUI INCO ETF
04,422+4,42202020.05%+202
VANECK ETF TRUST
SEMICONDUCTR ETF
0955+95502020.05%+202
GILEAD SCIENCES INC(GILD)024,709+24,70902,7690.72%+2,769
MONDELEZ INTL INC(MDLZ)16,28817,182+8949731,1700.30%+197
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
034,035+34,03501,9450.51%+1,945
SALESFORCE INC(CRM)7981,642+8442674410.11%+174
FREEPORT-MCMORAN INC(FCX)024,535+24,53509290.24%+929
AMERICAN WTR WKS CO INC NEW05,444+5,44408090.21%+809
MUELLER WTR PRODS INC(MWA)0102,240+102,24002,5990.68%+2,599
AFLAC INC(AFL)023,176+23,17602,5830.67%+2,583
LAM RESEARCH CORP(LRCX)7,98010,105+2,1255767350.19%+158
WEC ENERGY GROUP INC(WEC)8,6578,797+1408149640.25%+150
MCDONALDS CORP(MCD)05,800+5,80001,8270.48%+1,827
CROWN CASTLE INC(CCI)05,708+5,70805980.16%+598
NORTHROP GRUMMAN CORP(NOC)0830+83004250.11%+425
TRACTOR SUPPLY CO(TSCO)063,339+63,33903,4900.91%+3,490
WASTE MGMT INC DEL(WM)04,115+4,11509530.25%+953
UNITEDHEALTH GROUP INC(UNH)02,911+2,91101,5510.40%+1,551
PROCTER AND GAMBLE CO(PG)011,349+11,34901,9430.51%+1,943
MEDTRONIC PLC(MDT)13,49713,232-2651,0781,1950.31%+117
EVERSOURCE ENERGY(ES)015,111+15,11109420.25%+942
UBER TECHNOLOGIES INC(UBER)09,041+9,04106590.17%+659
SHERWIN WILLIAMS CO(SHW)010,781+10,78103,7790.98%+3,779
SUNOCO LP/SUNOCO FIN CORP(SUN)015,502+15,50209000.23%+900
ADVANCED MICRO DEVICES INC(AMD)012,781+12,78101,3130.34%+1,313
GENERAL DYNAMICS CORP(GD)05,663+5,66301,5580.41%+1,558
HSBC HLDGS PLC(HSBC)18,71917,709-1,0109261,0180.27%+92
PAYCHEX INC(PAYX)7,6407,454-1861,0711,1580.30%+86
S&P GLOBAL INC(SPGI)02,169+2,16901,1160.29%+1,116
GE AEROSPACE(GE)02,499+2,49905000.13%+500
BAIDU INC4,1144,665+5513474290.11%+82
UNION PAC CORP(UNP)3,2793,482+2037488290.22%+81
COSTCO WHSL CORP NEW(COST)02,175+2,17502,0930.55%+2,093
CARECLOUD INC26,226124,605+98,379961730.05%+77
COLGATE PALMOLIVE CO(CL)010,447+10,44709840.26%+984
JPMORGAN CHASE & CO.(JPM)38,88138,260-6219,3209,3952.45%+74
ALPS ETF TR
ALERIAN MLP
17,92218,042+1208639370.24%+74
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
7,1839,354+2,1713594310.11%+72
ISHARES TR
MSCI USA MIN ETF
014,625+14,62501,3700.36%+1,370
CONOCOPHILLIPS(COP)21,53920,946-5932,1362,2020.57%+66
AIR PRODS & CHEMS INC4,7534,840+871,3791,4440.38%+65
CMS ENERGY CORP(CMS)3,3823,830+4482252880.08%+63
AMERICAN ELEC PWR CO INC03,516+3,51603840.10%+384
CROWDSTRIKE HLDGS INC(CRWD)2,6902,773+839209780.25%+57
BANCO SANTANDER S.A.(SAN)025,946+25,94601740.05%+174
ELI LILLY & CO(LLY)01,070+1,07008840.23%+884
ATMOS ENERGY CORP(ATO)02,851+2,85104430.12%+443
COMCAST CORP NEW(CCZ)018,048+18,04806670.17%+667
NETFLIX INC(NFLX)1,1381,13801,0141,0610.28%+47
XYLEM INC(XYL)016,790+16,79002,0100.52%+2,010
BECTON DICKINSON & CO(BDX)6,9156,983+681,5691,6110.42%+42
KEYCORP(KEY)026,687+26,68704270.11%+427
ISHARES TR01,133+1,13306370.17%+637
SHELL PLC(SHEL)3,2873,289+22062410.06%+35
ISHARES TR
FALN ANGLS USD
013,273+13,27303560.09%+356
FACTSET RESH SYS INC(FDS)2,3472,518+1711,1271,1600.30%+33
DEERE & CO(DE)0713+71303350.09%+335
ISHARES TR03,348+3,34803110.08%+311
RITHM CAPITAL CORP(RITM)050,900+50,90005830.15%+583
CLOROX CO DEL(CLX)04,468+4,46806630.17%+663
VISA INC(V)88288202793090.08%+30
BP PLC(BP)06,890+6,89002330.06%+233
OTIS WORLDWIDE CORP(OTIS)02,952+2,95203050.08%+305
AUTOMATIC DATA PROCESSING IN4,4714,333-1381,3091,3380.35%+29
SMUCKER J M CO(SJM)034,249+34,24904,0611.06%+4,061
STARBUCKS CORP(SBUX)05,354+5,35405260.14%+526
STERIS PLC(STE)01,248+1,24802830.07%+283
SPDR INDEX SHS FDS
ST STR MSCI WLD
6,3756,37507908140.21%+25
AON PLC(AON)60860802182430.06%+24
PPG INDS INC(PPG)4,0154,569+5544805030.13%+23
BRISTOL-MYERS SQUIBB CO(BMY)7,0066,873-1333964190.11%+23
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