Fund Holdings — MCDONALD PARTNERS LLC

Total Portfolio Value
$335.02M
Total Bought
$15.71M
Total Sold
$108.43M
Net Transaction
-$92.72M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CRH PLC
ORD
027,490+27,49003,2960.98%+3,296
CALAMOS ETF TR
AUTOC INCOM ETF
050,000+50,00001,3740.41%+1,374
ORACLE CORP(ORCL)32,01829,249-2,7697,0008,2262.46%+1,226
LUMENTUM HLDGS INC(LITE)17,46017,435-251,6602,8370.85%+1,177
FERGUSON ENTERPRISES INC(FERG)4,9359,085+4,1501,0752,0400.61%+966
VANGUARD INDEX FDS12,57212,869+2977,1417,8812.35%+740
CITIGROUP INC(C)23,15925,260+2,1011,9712,5640.77%+593
MUELLER WTR PRODS INC(MWA)110,970126,100+15,1302,6683,2180.96%+550
THERMO FISHER SCIENTIFIC INC(TMO)6,7446,74402,7343,2710.98%+537
ISHARES TR32,03332,03304,8185,2711.57%+453
CARDINAL HEALTH INC(CAH)02,713+2,71304260.13%+426
GILEAD SCIENCES INC(GILD)23,16726,945+3,7782,5692,9910.89%+422
SPDR S&P 500 ETF TR(SPY)7,7807,822+424,8075,2111.56%+404
SPDR SERIES TRUST
ST STR P500GRW
22,40824,023+1,6152,1372,5110.75%+374
LAM RESEARCH CORP(LRCX)9,9559,95509691,3330.40%+364
PALO ALTO NETWORKS INC(PANW)01,686+1,68603430.10%+343
EATON CORP PLC(ETN)39,68938,700-98914,16914,4834.32%+315
REALTY INCOME CORP(O)05,157+5,15703140.09%+314
COLUMBIA ETF TR I
US EQUI INCO ETF
06,526+6,52603050.09%+305
AMBARELLA INC(AMBA)19,24619,096-1501,2721,5760.47%+304
FIRST TR EXCHNG TRADED FD VI
FT VEST LAD
011,500+11,50002980.09%+298
TRACTOR SUPPLY CO(TSCO)62,51463,178+6643,2993,5931.07%+294
ELI LILLY & CO(LLY)6891,084+3955378270.25%+290
ABBVIE INC(ABBV)22,91619,589-3,3274,2544,5361.35%+281
KEYCORP(KEY)31,78144,630+12,8495548340.25%+280
HUNTINGTON BANCSHARES INC(HBAN)93,707106,914+13,2071,5711,8460.55%+276
ALPHABET INC(GOOG)8,2617,108-1,1531,4561,7280.52%+272
CORNING INC(GLW)9,1349,13404807490.22%+269
INTUIT(INTU)0386+38602640.08%+264
PENTAIR PLC(PNR)53,11951,585-1,5345,4535,7141.71%+260
BERKSHIRE HATHAWAY INC DEL18,96718,824-1439,2149,4642.82%+250
ROKU INC(ROKU)18,10018,325+2251,5911,8350.55%+244
CUMMINS INC(CMI)4,1203,757-3631,3491,5870.47%+238
SCHWAB STRATEGIC TR08,393+8,39302260.07%+226
CONSTELLATION ENERGY CORP(CEG)0664+66402190.07%+219
VANGUARD INDEX FDS1,4122,507+1,0952504680.14%+218
VISA INC(V)8051,454+6492864970.15%+211
ISHARES TR01,708+1,70802030.06%+203
FREEPORT-MCMORAN INC(FCX)30,08538,178+8,0931,3041,4970.45%+193
GOLDMAN SACHS GROUP INC(GS)3,9323,737-1952,7832,9760.89%+193
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
36,07039,054+2,9842,0512,2300.67%+179
NORDSON CORP(NDSN)6,5506,950+4001,4041,5770.47%+173
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
7,0009,307+2,3074386050.18%+167
QUALCOMM INC(QCOM)10,18110,716+5351,6211,7830.53%+161
ISHARES TR13,60015,028+1,4281,3491,5070.45%+157
UNITEDHEALTH GROUP INC(UNH)3,6983,813+1151,1671,3170.39%+151
INVESCO QQQ TR4,4874,366-1212,4772,6220.78%+145
VANGUARD TAX-MANAGED FDS14,24915,729+1,4808129430.28%+130
SONOS INC(SONO)26,90026,200-7002914140.12%+123
MARATHON PETE CORP(MPC)5,7065,518-1889481,0630.32%+116
JACOBS SOLUTIONS INC(J)6,1766,17608129260.28%+114
VERTIV HOLDINGS CO(VRT)4,9254,92506327430.22%+111
GENERAC HLDGS INC(GNRC)4,3254,32506197240.22%+105
CARECLOUD INC(CCLD)121,111121,11102863890.12%+103
BLACKSTONE INC(BX)5,2995,226-737938930.27%+100
MOTOROLA SOLUTIONS INC(MSI)2,9472,922-251,2391,3360.40%+97
VANGUARD INDEX FDS8461,110+2642343300.10%+96
PACKAGING CORP AMER(PKG)2,8372,839+25356190.18%+84
NORFOLK SOUTHN CORP(NSC)1,9251,900-254935710.17%+78
HARLEY DAVIDSON INC(HOG)20,82520,325-5004915670.17%+76
SIREN ETF TR22,18321,903-2801,5941,6670.50%+74
PNC FINL SVCS GROUP INC(PNC)7,1266,920-2061,3291,3900.42%+62
MADISON SQUARE GRDN SPRT COR(MSGS)3,3463,34606997600.23%+60
TEGNA INC23,05021,945-1,1053864460.13%+60
ISHARES TR11,68312,387+7049681,0280.31%+60
VANGUARD INTL EQUITY INDEX F7,5957,965+3703764320.13%+56
TJX COS INC NEW(TJX)2,3442,34402893390.10%+49
GE AEROSPACE(GE)2,5062,303-2036456930.21%+48
CATERPILLAR INC(CAT)698667-312713180.09%+47
PARKE BANCORP INC(PKBK)36,44836,44807427850.23%+43
VANGUARD INDEX FDS3,4043,383-216647060.21%+42
SCHWAB STRATEGIC TR20,95720,95705125520.16%+40
SPDR INDEX SHS FDS
ST STR MSCI WLD
6,3756,37508608950.27%+35
VANGUARD INDEX FDS748752+43283610.11%+33
APPLIED MATLS INC1,4051,40502572880.09%+30
AMERICAN ELEC PWR CO INC3,4763,47603613910.12%+30
HERCULES CAPITAL INC(HCXY)48,00048,00008779080.27%+30
VIRTUS DIVERSIFIED INCM & CO(ACV)24,70024,70005655950.18%+30
PARKER-HANNIFIN CORP(PH)45245203163430.10%+27
DELL TECHNOLOGIES INC(DELL)1,7951,739-562202470.07%+26
VANGUARD INDEX FDS774797+232352620.08%+26
PIMCO DYNAMIC INCOME OPRNTS(PDO)39,00039,00005265510.16%+25
ISHARES TR
MSCI USA MIN ETF
14,62514,690+651,3731,3980.42%+25
VANGUARD INDEX FDS1,2891,295+63613800.11%+20
CALAMOS ETF TR
CALAMOS BIT 80 S
12,52612,52603393580.11%+19
FIFTH THIRD BANCORP(FITB)5,6385,63802322510.07%+19
ADAMS DIVERSIFIED EQUITY FD16,72917,079+3503633810.11%+18
ETFIS SER TR I
VIRTUS INFRCAP
20,00020,00004174340.13%+18
LINCOLN ELEC HLDGS INC(LECO)1,9651,798-1674074240.13%+17
FIDELITY COVINGTON TRUST6,5006,50004814960.15%+15
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
29,19727,850-1,3471,5881,6020.48%+14
ISHARES TR7,0787,07807767890.24%+13
INVESCO EXCH TRADED FD TR II21,05021,05004564680.14%+13
INVESTMENT MANAGERS SER TR I
FPA GBL EQTY ETF
6,5006,50002212330.07%+12
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
7,0007,00002232340.07%+11
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
10,00010,00004985070.15%+9
ISHARES TR
FALN ANGLS USD
13,26513,26503603690.11%+8
ISHARES TR2,2002,20003053130.09%+8
STERIS PLC(STE)1,0401,04002502570.08%+8
ISHARES TR7,9357,93502432510.07%+7
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MCDONALD PARTNERS LLC — 13F Holdings — Q3 2025 | TickerTrail