Mcdonald Partners LLC Top Holdings and 13F Report (2025) About Mcdonald Partners LLCInvestment ActivityMcdonald Partners LLC has $383.95 million in total holdings as of March 31, 2025.Mcdonald Partners LLC owns shares of 240 different stocks, but just 98 companies or ETFs make up 80% of its holdings.Approximately 3.21% of the portfolio was purchased this quarter.About 2.53% of the portfolio was sold this quarter.This quarter, Mcdonald Partners LLC has purchased 239 new stocks and bought additional shares in 95 stocks.Mcdonald Partners LLC sold shares of 94 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $17,026,764Apple $16,670,111Berkshire Hathaway $10,393,299Eaton $10,362,290JPMorgan Chase & Co. $9,394,596 Largest New Holdings this Quarter 743315103 - Progressive $2,413,999 Holding26923G822 - Virtus InfraCap U.S. Preferred Stock ETF $424,200 Holding92537N108 - Vertiv $355,585 Holding006212104 - Adams Diversified Equity Fund $310,679 Holding12811T720 - CALAMOS ETF TR $273,787 Holding Largest Purchases this Quarter Progressive 8,529 shares (about $2.41M)Home Depot 2,202 shares (about $812.74K)Cisco Systems 7,765 shares (about $479.63K)JPMorgan Nasdaq Equity Premium Income ETF 9,076 shares (about $469.96K)Virtus InfraCap U.S. Preferred Stock ETF 20,000 shares (about $424.20K) Largest Sales this Quarter Apple 3,319 shares (about $737.89K)L3Harris Technologies 3,426 shares (about $719.57K)Brown-Forman 11,736 shares (about $398.36K)Gilead Sciences 3,107 shares (about $348.16K)Marathon Petroleum 2,362 shares (about $344.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMcdonald Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,026,764$249,664 ▼-1.4%45,2844.4%Computer and TechnologyAAPLApple$16,670,111$737,895 ▼-4.2%74,9814.3%Computer and TechnologyBRK.BBerkshire Hathaway$10,393,299$88,408 ▲0.9%19,5152.7%FinanceETNEaton$10,362,290$220,463 ▼-2.1%38,1192.7%IndustrialsJPMJPMorgan Chase & Co.$9,394,596$152,484 ▼-1.6%38,2602.4%FinanceAMGNAmgen$6,576,898$67,172 ▼-1.0%21,0511.7%MedicalRTXRTX$6,252,808$122,019 ▼-1.9%47,1451.6%AerospaceXOMExxon Mobil$5,978,063$61,218 ▲1.0%50,1931.6%EnergyCVXChevron$5,704,467$18,754 ▼-0.3%34,0671.5%EnergyVOOVanguard S&P 500 ETF$5,385,263$20,042 ▲0.4%10,4791.4%ETFHONHoneywell International$5,049,290$192,734 ▲4.0%23,7881.3%Multi-Sector ConglomeratesAMZNAmazon.com$4,881,501$135,465 ▲2.9%25,6571.3%Retail/WholesaleNVDANVIDIA$4,837,780$124,752 ▲2.6%44,6351.3%Computer and TechnologyABBVAbbVie$4,739,924$278,893 ▼-5.6%22,6211.2%MedicalJNJJohnson & Johnson$4,565,275$7,150 ▲0.2%27,4561.2%MedicalORCLOracle$4,514,884$26,564 ▲0.6%32,2931.2%Computer and TechnologyIBMInternational Business Machines$4,496,527$173,317 ▼-3.7%18,0311.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,374,430$278,576 ▼-6.0%7,8201.1%FinancePNRPentair$4,346,846$43,742 ▼-1.0%49,6871.1%Business ServicesCSCOCisco Systems$4,092,514$479,630 ▲13.3%66,2561.1%Computer and TechnologyGOOGAlphabet$4,071,264$66,798 ▲1.7%26,0251.1%Computer and TechnologyIUSGiShares Core S&P U.S. Growth ETF$4,070,754$4,194 ▲0.1%32,0331.1%ManufacturingSJMJ. M. Smucker$4,061,290$281,393 ▼-6.5%34,2491.1%Consumer StaplesPSXPhillips 66$3,997,285$21,525 ▼-0.5%32,3121.0%EnergySHWSherwin-Williams$3,779,4680.0%10,7811.0%Basic MaterialsVZVerizon Communications$3,660,300$37,272 ▲1.0%80,6271.0%Computer and TechnologyAVGOBroadcom$3,632,661$101,512 ▲2.9%21,6860.9%Computer and TechnologyTSCOTractor Supply$3,490,106$2,149 ▼-0.1%63,3390.9%Retail/WholesaleMETAMeta Platforms$3,468,223$5,204 ▲0.2%5,9980.9%Computer and TechnologyLHXL3Harris Technologies$3,466,813$719,575 ▼-17.2%16,5060.9%AerospaceTMOThermo Fisher Scientific$3,365,766$24,880 ▼-0.7%6,7640.9%MedicalACNAccenture$3,307,360$71,382 ▲2.2%10,5640.9%Computer and TechnologyADBEAdobe$3,169,492$4,602 ▲0.1%8,2640.8%Computer and TechnologyTXNTexas Instruments$3,152,047$14,773 ▼-0.5%17,4960.8%Computer and TechnologyPFEPfizer$2,932,599$136,828 ▲4.9%115,6940.8%MedicalUPSUnited Parcel Service$2,864,097$174,930 ▲6.5%26,0000.7%TransportationPEPPepsiCo$2,831,837$4,062 ▲0.1%18,8220.7%Consumer StaplesGILDGilead Sciences$2,768,815$348,161 ▼-11.2%24,7090.7%MedicalHDHome Depot$2,748,624$812,739 ▲42.0%7,4470.7%Retail/WholesaleMARMarriott International$2,743,826$186,987 ▼-6.4%11,5190.7%Consumer DiscretionaryWMTWalmart$2,617,666$111,849 ▼-4.1%29,7460.7%Retail/WholesaleMWAMueller Water Products$2,598,941$152,520 ▼-5.5%102,2400.7%IndustrialsAFLAflac$2,583,193$25,301 ▼-1.0%23,1760.7%FinanceNEENextEra Energy$2,504,197$32,602 ▲1.3%35,2560.7%UtilitiesCBChubb$2,453,006$15,489 ▲0.6%8,0770.6%FinancePGRProgressive$2,413,999$2,413,999 ▲New Holding8,5290.6%FinanceUSBU.S. Bancorp$2,298,082$37,425 ▲1.7%54,4050.6%FinanceCOPConocoPhillips$2,202,174$62,346 ▼-2.8%20,9460.6%EnergyTAT&T$2,171,308$240,078 ▲12.4%76,7760.6%Computer and TechnologyABTAbbott Laboratories$2,149,732$1,465 ▼-0.1%16,1420.6%MedicalCOSTCostco Wholesale$2,093,464$20,213 ▼-1.0%2,1750.5%Retail/WholesaleQQQInvesco QQQ$2,067,740$99,492 ▲5.1%4,4060.5%FinanceITGartner$2,067,220$125,922 ▼-5.7%4,9250.5%Business ServicesBACBank of America$2,026,065$49,872 ▼-2.4%48,5070.5%FinanceXYLXylem$2,009,605$16,398 ▼-0.8%16,7900.5%Business ServicesGWWW.W. Grainger$2,004,722$39,289 ▲2.0%1,9900.5%IndustrialsJEPIJPMorgan Equity Premium Income ETF$1,944,760$199,133 ▲11.4%34,0350.5%ETFPGProcter & Gamble$1,942,657$78,398 ▲4.2%11,3490.5%Consumer StaplesGSThe Goldman Sachs Group$1,921,365$107,653 ▼-5.3%3,5160.5%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$1,873,125$2,332 ▼-0.1%23,2950.5%ETFMCDMcDonald's$1,827,248$5,671 ▼-0.3%5,8000.5%Retail/WholesaleLVSLas Vegas Sands$1,799,725$20,222 ▲1.1%46,5470.5%Consumer DiscretionaryHYHyster-Yale Materials Handling$1,783,327$263,947 ▲17.4%42,9300.5%IndustrialsCCitigroup$1,775,4170.0%25,0090.5%FinanceLOWLowe's Companies$1,763,984$53,753 ▲3.1%7,5150.5%Retail/WholesaleJCIJohnson Controls International$1,760,818$160,220 ▼-8.3%21,9800.5%ConstructionDISWalt Disney$1,754,250$16,028 ▼-0.9%17,7310.5%Consumer DiscretionaryADIAnalog Devices$1,747,718$47,120 ▲2.8%8,6050.5%Computer and TechnologyLINDE PLC$1,686,657$30,487 ▲1.8%3,5960.4%SHSBDXBecton, Dickinson and Company$1,610,619$15,684 ▲1.0%6,9830.4%MedicalEMREmerson Electric$1,609,241$45,352 ▲2.9%14,6190.4%IndustrialsAMTAmerican Tower$1,588,930$42,310 ▲2.7%7,2480.4%FinanceGDGeneral Dynamics$1,557,753$33,284 ▲2.2%5,6630.4%AerospaceDDDuPont de Nemours$1,553,755$223,896 ▼-12.6%20,8050.4%Basic MaterialsBLACKROCK INC$1,551,648$83,873 ▲5.7%1,6280.4%COMUNHUnitedHealth Group$1,551,203$45,294 ▲3.0%2,9110.4%MedicalQCOMQUALCOMM$1,523,197$26,882 ▼-1.7%9,9160.4%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,498,979$469,955 ▲45.7%28,9490.4%ETFMRKMerck & Co., Inc.$1,450,604$110,245 ▼-7.1%16,1580.4%MedicalWDFCWD-40$1,443,7480.0%5,9170.4%Consumer StaplesAPDAir Products and Chemicals$1,443,715$25,951 ▲1.8%4,8400.4%Basic MaterialsPNCThe PNC Financial Services Group$1,435,500$87,895 ▲6.5%8,1660.4%FinanceGOOGLAlphabet$1,431,067$13,919 ▼-1.0%9,2530.4%Computer and TechnologyCFBKCF Bankshares$1,413,8880.0%64,1510.4%FinanceLEADSiren DIVCON Leaders Dividend ETF$1,400,7730.0%21,6200.4%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,369,7780.0%14,6250.4%ETFHBANHuntington Bancshares$1,345,241$61,541 ▼-4.4%89,6230.4%FinanceADPAutomatic Data Processing$1,337,601$42,601 ▼-3.1%4,3330.3%Business ServicesNDSNNordson$1,326,309$30,258 ▲2.3%6,5750.3%IndustrialsAMDAdvanced Micro Devices$1,313,120$284,590 ▲27.7%12,7810.3%Computer and TechnologySILA REALTY TRUST INC$1,295,328$272,095 ▼-17.4%48,4960.3%COMMON STOCKMSIMotorola Solutions$1,290,441$153,259 ▼-10.6%2,9470.3%Computer and TechnologyROKURoku$1,289,052$35,220 ▼-2.7%18,3000.3%Consumer DiscretionarySTZConstellation Brands$1,270,759$135,128 ▲11.9%6,8650.3%Consumer StaplesITWIllinois Tool Works$1,258,095$23,289 ▼-1.8%5,0240.3%IndustrialsMDTMedtronic$1,194,841$23,929 ▼-2.0%13,2320.3%MedicalMDLZMondelez International$1,169,589$60,855 ▲5.5%17,1820.3%Consumer StaplesFDSFactSet Research Systems$1,160,163$78,788 ▲7.3%2,5180.3%Business ServicesPAYXPaychex$1,157,570$28,885 ▼-2.4%7,4540.3%Business ServicesBABAAlibaba Group$1,151,629$19,092 ▲1.7%8,6860.3%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
