Fund HoldingsMCDONALD PARTNERS LLC

Total Portfolio Value
$373.27M
Total Bought
$28.45M
Total Sold
$10.60M
Net Transaction
+$17.84M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)077,458+77,458016,3144.37%+16,314
NVIDIA CORPORATION(NVDA)3,53845,869+42,3313,1975,6671.52%+2,470
SILA REALTY TRUST INC078,813+78,81301,6680.45%+1,668
MICROSOFT CORP(MSFT)47,07647,170+9419,80621,0835.65%+1,277
SMUCKER J M CO(SJM)29,11541,350+12,2353,6654,5091.21%+844
ALPHABET INC(GOOG)24,67224,722+503,7574,5351.21%+778
ISHARES TR07,000+7,00007500.20%+750
AMGEN INC(AMGN)021,017+21,01706,5671.76%+6,567
PFIZER INC(PFE)67,75890,871+23,1131,8802,5430.68%+662
DUPONT DE NEMOURS INC(DD)022,640+22,64001,8220.49%+1,822
ORACLE CORP(ORCL)33,36033,914+5544,1904,7891.28%+598
BROADCOM INC(AVGO)2,6582,498-1603,5234,0111.07%+488
UNITED PARCEL SERVICE INC(UPS)025,811+25,81103,5320.95%+3,532
HONEYWELL INTL INC(HON)021,971+21,97104,6921.26%+4,692
ADOBE INC(ADBE)09,321+9,32105,1781.39%+5,178
TEXAS INSTRS INC(TXN)018,042+18,04203,5100.94%+3,510
AMAZON COM INC(AMZN)24,38924,770+3814,3994,7871.28%+388
CHUBB LIMITED
COM
4,8296,327+1,4981,2511,6140.43%+363
JOHNSON CTLS INTL PLC
SHS
10,87415,994+5,1207101,0630.28%+353
QUALCOMM INC(QCOM)10,28510,485+2001,7412,0880.56%+347
TARGET CORP(TGT)3,1216,051+2,9305538960.24%+343
ISHARES TR32,00032,00003,7514,0791.09%+329
ISHARES TR
FALN ANGLS USD
012,000+12,00003140.08%+314
ALPHABET INC(GOOG)9,5109,511+11,4351,7320.46%+297
COSTCO WHSL CORP NEW(COST)2,2662,294+281,6601,9500.52%+290
SIREN ETF TR14,97219,631+4,6599891,2500.33%+260
AT&T INC(T)33,82744,678+10,8515958540.23%+258
NEXTERA ENERGY INC(NEE)33,20033,521+3212,1222,3740.64%+252
WALMART INC(WMT)30,65830,950+2921,8452,0960.56%+251
L3HARRIS TECHNOLOGIES INC(LHX)022,243+22,24304,9951.34%+4,995
HYSTER-YALE INC040,256+40,25602,8070.75%+2,807
CROWDSTRIKE HLDGS INC(CRWD)0642+64202460.07%+246
ANALOG DEVICES INC(ADI)07,589+7,58901,7320.46%+1,732
TESLA INC(TSLA)01,181+1,18102340.06%+234
INVESCO QQQ TR03,874+3,87401,8560.50%+1,856
VANGUARD INDEX FDS10,44010,44005,0195,2211.40%+203
SPDR SER TR
ST STR P500GRW
25,15325,421+2681,8402,0370.55%+197
MUELLER WTR PRODS INC(MWA)113,990112,490-1,5001,8342,0160.54%+182
ELI LILLY & CO(LLY)1,1621,160-29041,0500.28%+146
SPDR S&P 500 ETF TR(SPY)8,2568,203-534,3184,4641.20%+146
HSBC HLDGS PLC(HSBC)020,726+20,72609020.24%+902
GOLDMAN SACHS GROUP INC(GS)3,6923,702+101,5421,6750.45%+133
META PLATFORMS INC(META)5,8595,903+442,8452,9770.80%+132
XYLEM INC(XYL)15,74615,876+1302,0352,1530.58%+118
GODADDY INC(GDDY)05,600+5,60007820.21%+782
BANK AMERICA CORP55,25155,605+3542,0952,2110.59%+116
MOTOROLA SOLUTIONS INC(MSI)3,3973,39701,2061,3120.35%+106
TRACTOR SUPPLY CO(TSCO)13,53913,500-393,5433,6450.98%+102
AFLAC INC(AFL)22,90623,142+2361,9672,0670.55%+100
HERCULES CAPITAL INC(HCXY)48,00048,00008869820.26%+96
UNITEDHEALTH GROUP INC(UNH)04,770+4,77002,4290.65%+2,429
CITIGROUP INC(C)18,62920,029+1,4001,1781,2710.34%+93
RTX CORPORATION(RTX)55,22154,547-6745,3865,4761.47%+90
COLGATE PALMOLIVE CO(CL)10,00110,196+1959019890.27%+89
LUMENTUM HLDGS INC(LITE)019,830+19,83001,0100.27%+1,010
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
16,98718,136+1,1499211,0070.27%+85
AIR PRODS & CHEMS INC04,367+4,36701,1270.30%+1,127
PHILIP MORRIS INTL INC(PM)07,697+7,69707800.21%+780
NETFLIX INC(NFLX)1,1481,14806977750.21%+78
VERTEX PHARMACEUTICALS INC(VRTX)01,510+1,51007080.19%+708
LAM RESEARCH CORP(LRCX)76376307418120.22%+71
AMBARELLA INC(AMBA)021,021+21,02101,1340.30%+1,134
S&P GLOBAL INC(SPGI)02,017+2,01709000.24%+900
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
4,8885,914+1,0262062710.07%+65
PROCTER AND GAMBLE CO(PG)10,29810,516+2181,6711,7340.46%+63
LOCKHEED MARTIN CORP(LMT)2,5032,548+451,1391,1900.32%+52
GENERAL DYNAMICS CORP(GD)5,0225,065+431,4191,4700.39%+51
CORNING INC(GLW)09,434+9,43403670.10%+367
AMERICAN WTR WKS CO INC NEW04,637+4,63705990.16%+599
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
04,490+4,49004640.12%+464
ZOETIS INC(ZTS)05,804+5,80401,0060.27%+1,006
APOLLO GLOBAL MGMT INC(APO)8,1458,139-69169610.26%+45
PARKER-HANNIFIN CORP(PH)375500+1252082530.07%+44
APPLIED MATLS INC01,455+1,45503430.09%+343
CARRIER GLOBAL CORPORATION(CARR)06,604+6,60404170.11%+417
TJX COS INC NEW(TJX)02,344+2,34402580.07%+258
ENERGY TRANSFER L P(ET)40,45341,059+6066366660.18%+30
ISHARES TR03,590+3,59003320.09%+332
GENERAC HLDGS INC(GNRC)04,625+4,62506120.16%+612
MPLX LP(MPLX)16,94117,180+2397047320.20%+28
VERIZON COMMUNICATIONS INC(VZ)66,02267,833+1,8112,7702,7970.75%+27
IRIDIUM COMMUNICATIONS INC(IRDM)017,925+17,92504770.13%+477
T-MOBILE US INC(TMUS)01,955+1,95503440.09%+344
CARECLOUD INC030,226+30,2260580.02%+58
SCHWAB STRATEGIC TR02,650+2,65002670.07%+267
ISHARES TR0913+91305000.13%+500
VANGUARD INDEX FDS0654+65402450.07%+245
MELCO RESORTS AND ENTMNT LTD(MLCO)071,056+71,05605300.14%+530
MORGAN STANLEY(MS)05,556+5,55605400.14%+540
SCHWAB STRATEGIC TR07,017+7,01704510.12%+451
SHELL PLC(SHEL)2,9872,98702002160.06%+15
ALPS ETF TR
ALERIAN MLP
17,54617,673+1278338480.23%+15
TE CONNECTIVITY LTD(TEL)02,281+2,28103430.09%+343
WESTROCK CO13,26213,26206566670.18%+11
PARKE BANCORP INC038,448+38,44806690.18%+669
VANGUARD INDEX FDS0822+82202200.06%+220
ISHARES TR
MSCI USA MIN ETF
14,50014,50001,2121,2170.33%+6
COCA COLA CO(KO)010,233+10,23306510.17%+651
ENLINK MIDSTREAM LLC011,878+11,87801630.04%+163
WASTE MGMT INC DEL(WM)4,2144,21408988990.24%+1
Page 1 of 1