Fund HoldingsMCDONALD PARTNERS LLC

Total Portfolio Value
$391.28M
Total Bought
$16.35M
Total Sold
$28.59M
Net Transaction
-$12.24M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BLACKROCK INC(BLK)01,540+1,54001,5790.40%+1,579
APPLE INC(AAPL)79,13178,300-83118,43819,6085.01%+1,170
BROADCOM INC(AVGO)021,080+21,08004,8871.25%+4,887
JPMORGAN CHASE & CO.(JPM)39,24238,881-3618,2759,3202.38%+1,045
AMAZON COM INC(AMZN)024,945+24,94505,4731.40%+5,473
SPDR INDEX SHS FDS
ST STR MSCI WLD
06,375+6,37507900.20%+790
ALPHABET INC(GOOG)025,598+25,59804,8751.25%+4,875
CUMMINS INC(CMI)01,770+1,77006170.16%+617
LAM RESEARCH CORP(LRCX)07,980+7,98005760.15%+576
ISHARES TR04,526+4,52604980.13%+498
CITIGROUP INC(C)025,009+25,00901,7600.45%+1,760
HONEYWELL INTL INC(HON)23,28422,880-4044,8135,1691.32%+355
MARRIOTT INTL INC NEW(MAR)012,304+12,30403,4320.88%+3,432
LUMENTUM HLDGS INC(LITE)18,80018,325-4751,1921,5380.39%+347
AMBARELLA INC(AMBA)020,721+20,72101,5070.39%+1,507
TEGNA INC044,050+44,05008060.21%+806
APOLLO GLOBAL MGMT INC(APO)07,894+7,89401,3040.33%+1,304
FERGUSON ENTERPRISES INC(FERG)01,780+1,78003090.08%+309
GOLDMAN SACHS GROUP INC(GS)3,6923,713+211,8282,1260.54%+298
NVIDIA CORPORATION(NVDA)043,484+43,48405,8391.49%+5,839
WALMART INC(WMT)31,34631,017-3292,5312,8020.72%+271
CISCO SYS INC(CSCO)60,27958,491-1,7883,2083,4630.88%+255
CF BANKSHARES INC64,15164,15101,3891,6380.42%+250
ISHARES TR32,00032,00004,2214,4591.14%+238
PALANTIR TECHNOLOGIES INC(PLTR)03,000+3,00002270.06%+227
CMS ENERGY CORP(CMS)03,382+3,38202250.06%+225
EMERSON ELEC CO(EMR)014,207+14,20701,7610.45%+1,761
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
07,000+7,00002130.05%+213
GODADDY INC(GDDY)05,400+5,40001,0660.27%+1,066
ALPHABET INC(GOOG)09,343+9,34301,7690.45%+1,769
NETFLIX INC(NFLX)01,138+1,13801,0140.26%+1,014
SHELL PLC(SHEL)03,287+3,28702060.05%+206
GE VERNOVA INC(GEV)0622+62202050.05%+205
INVESCO QQQ TR04,194+4,19402,1440.55%+2,144
DISNEY WALT CO(DIS)017,893+17,89301,9920.51%+1,992
FS KKR CAP CORP(FSK)09,222+9,22202000.05%+200
CONOCOPHILLIPS(COP)021,539+21,53902,1360.55%+2,136
AT&T INC(T)62,66268,287+5,6251,3791,5550.40%+176
CROWDSTRIKE HLDGS INC(CRWD)2,7132,690-237619200.24%+159
US BANCORP DEL(USB)52,51453,519+1,0052,4022,5600.65%+158
HUNTINGTON BANCSHARES INC(HBAN)94,53593,723-8121,3901,5250.39%+135
PNC FINL SVCS GROUP INC(PNC)7,2787,666+3881,3451,4790.38%+133
BANK AMERICA CORP049,701+49,70102,1840.56%+2,184
VANGUARD INDEX FDS10,44010,44005,5095,6251.44%+116
MONDELEZ INTL INC(MDLZ)11,68016,288+4,6088609730.25%+112
PENTAIR PLC(PNR)50,51650,187-3294,9405,0511.29%+111
PIMCO DYNAMIC INCOME OPRNTS(PDO)30,00039,000+9,0004245300.14%+106
BLACKSTONE INC(BX)5,4385,431-78339370.24%+104
SPDR S&P 500 ETF TR(SPY)8,3168,318+24,7714,8751.25%+104
MPLX LP(MPLX)018,037+18,03708630.22%+863
TESLA INC(TSLA)0831+83103360.09%+336
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
019,873+19,87301,1200.29%+1,120
HSBC HLDGS PLC(HSBC)018,719+18,71909260.24%+926
ENERGY TRANSFER L P(ET)036,823+36,82307210.18%+721
MEDTRONIC PLC(MDT)11,20013,497+2,2971,0081,0780.28%+70
META PLATFORMS INC(META)6,0085,989-193,4393,5070.90%+67
BECTON DICKINSON & CO(BDX)06,915+6,91501,5690.40%+1,569
SONOS INC(SONO)030,300+30,30004560.12%+456
GRAYSCALE BITCOIN TRUST ETF(GBTC)05,100+5,10003780.10%+378
AUTOMATIC DATA PROCESSING IN4,5164,471-451,2501,3090.33%+59
PPG INDS INC(PPG)04,015+4,01504800.12%+480
FACTSET RESH SYS INC(FDS)2,3432,347+41,0781,1270.29%+50
INTERNATIONAL BUSINESS MACHS(IBM)18,39718,726+3294,0674,1171.05%+49
SMURFIT WESTROCK PLC(SW)10,00010,00004945390.14%+44
MOTOROLA SOLUTIONS INC(MSI)3,2973,29701,4831,5240.39%+42
BAIDU INC2,9024,114+1,2123063470.09%+41
PAYCHEX INC(PAYX)7,6807,640-401,0311,0710.27%+41
FIDELITY COVINGTON TRUST07,800+7,80005360.14%+536
ARES CAPITAL CORP(ARCC)029,694+29,69406500.17%+650
DARDEN RESTAURANTS INC(DRI)02,000+2,00003730.10%+373
WEC ENERGY GROUP INC(WEC)8,1828,657+4757878140.21%+27
SPDR SER TR
ST STR P500GRW
023,324+23,32402,0500.52%+2,050
VISA INC(V)0882+88202790.07%+279
ALPS ETF TR
ALERIAN MLP
017,922+17,92208630.22%+863
ABBOTT LABS15,82516,153+3281,8041,8270.47%+23
CARECLOUD INC026,226+26,2260960.02%+96
PFIZER INC(PFE)100,333110,296+9,9632,9042,9260.75%+23
CORNING INC(GLW)09,434+9,43404480.11%+448
HERCULES CAPITAL INC(HCXY)048,000+48,00009640.25%+964
ISHARES TR02,200+2,20002790.07%+279
CNH INDL N V
SHS
039,425+39,42504470.11%+447
SCHWAB STRATEGIC TR010,600+10,60002950.08%+295
BRISTOL-MYERS SQUIBB CO(BMY)07,006+7,00603960.10%+396
VANGUARD INDEX FDS0689+68902830.07%+283
SALESFORCE INC(CRM)0798+79802670.07%+267
BLUE OWL CAPITAL CORPORATION(OBDC)030,000+30,00004540.12%+454
AIR PRODS & CHEMS INC4,5764,753+1771,3631,3790.35%+16
T-MOBILE US INC(TMUS)01,705+1,70503760.10%+376
SIREN ETF TR20,54521,620+1,0751,4231,4370.37%+14
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
03,775+3,77502730.07%+273
CINCINNATI FINL CORP(CINF)1,6521,65202252370.06%+13
VIRTUS DIVERSIFIED INCM & CO024,700+24,70005420.14%+542
PHILIP MORRIS INTL INC(PM)07,203+7,20308670.22%+867
LINCOLN ELEC HLDGS INC(LECO)02,065+2,06503870.10%+387
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
07,183+7,18303590.09%+359
SCHWAB STRATEGIC TR020,957+20,95704860.12%+486
AON PLC(AON)60860802102180.06%+8
UNION PAC CORP(UNP)3,0023,279+2777407480.19%+8
TJX COS INC NEW(TJX)02,344+2,34402830.07%+283
DOLBY LABORATORIES INC(DLB)04,167+4,16703250.08%+325
Page 1 of 1