MCDONALD PARTNERS LLC at 2023-06-30

Filling information for MCDONALD PARTNERS LLC as Treemap, investor disclosed 242 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount
904311107 904311107 UNDER ARMOUR INC CL A 223387 30940
G54950103 G54950103 LINDE PLC SHS 1312440 3444
437076102 437076102 HOME DEPOT INC COM 1394362 4489
30040W108 30040W108 EVERSOURCE ENERGY COM 635122 8955
911312106 911312106 UNITED PARCEL SERVICE INC CL B 3164254 17653
446150104 446150104 HUNTINGTON BANCSHARES INC COM 446160 41388
G0403H108 G0403H108 AON PLC SHS CL A 209882 608
655663102 655663102 NORDSON CORP COM 1520103 6125
031162100 031162100 AMGEN INC COM 4740651 21352
075887109 075887109 BECTON DICKINSON & CO COM 1565822 5931
14448C104 14448C104 CARRIER GLOBAL CORPORATION COM 349163 7024
934423104 934423104 WARNER BROS DISCOVERY INC COM SER A 133827 10672
517834107 517834107 LAS VEGAS SANDS CORP COM 2956071 50967
464287465 464287465 ISHARES TR MSCI EAFE ETF 217933 3006
09247X101 09247X101 BLACKROCK INC COM 1008675 1459
29273V100 29273V100 ENERGY TRANSFER L P COM UT LTD PTN 130183 10251
030420103 030420103 AMERICAN WTR WKS CO INC NEW COM 392280 2748
742718109 742718109 PROCTER AND GAMBLE CO COM 1847122 12173
00214Q104 00214Q104 ARK ETF TR INNOVATION ETF 963093 21819
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 280371 1776
194162103 194162103 COLGATE PALMOLIVE CO COM 717330 9311
219350105 219350105 CORNING INC COM 419569 11974
55825T103 55825T103 MADISON SQUARE GRDN SPRT COR CL A 837763 4455
84763A108 84763A108 SPECTRUM PHARMACEUTICALS INC COM 19391 20199
060505104 060505104 BANK AMERICA CORP COM 1746872 60888
46641Q332 46641Q332 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1831423 33100
617446448 617446448 MORGAN STANLEY COM NEW 827955 9695
78464A508 78464A508 SPDR SER TR PRTFLO S&P500 VL 595373 13782
00287Y109 00287Y109 ABBVIE INC COM 2585665 19191
303075105 303075105 FACTSET RESH SYS INC COM 863366 2155
380237107 380237107 GODADDY INC CL A 435754 5800
98978V103 98978V103 ZOETIS INC CL A 887596 5154
95058W100 95058W100 WENDYS CO COM 978563 44991
680033107 680033107 OLD NATL BANCORP IND COM 143024 10260
226344208 226344208 CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER 409708 15472
464287200 464287200 ISHARES TR CORE S&P500 ETF 482943 1084
G7S00T104 G7S00T104 PENTAIR PLC SHS 3267919 50587
345370860 345370860 FORD MTR CO DEL COM 325315 21501
189054109 189054109 CLOROX CO DEL COM 664228 4176
21036P108 21036P108 CONSTELLATION BRANDS INC CL A 1421258 5774
H84989104 H84989104 TE CONNECTIVITY LTD SHS 348998 2490
032654105 032654105 ANALOG DEVICES INC COM 1450685 7447
291011104 291011104 EMERSON ELEC CO COM 1278811 14148
539439109 539439109 LLOYDS BANKING GROUP PLC SPONSORED ADR 40366 18348
464287309 464287309 ISHARES TR S&P 500 GRWT ETF 282446 4007
808524201 808524201 SCHWAB STRATEGIC TR US LRG CAP ETF 367480 7017
458140100 458140100 INTEL CORP COM 907929 27151
713448108 713448108 PEPSICO INC COM 3572165 19286
670346105 670346105 NUCOR CORP COM 407162 2483
023135106 023135106 AMAZON COM INC COM 2822946 21655
404280406 404280406 HSBC HLDGS PLC SPON ADR NEW 787063 19865
M8744T106 M8744T106 TABOOLA.COM LTD ORD SHS 34210 11000
26614N102 26614N102 DUPONT DE NEMOURS INC COM 1178331 16494
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 4252003 10440
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 6825456 20016
037833100 037833100 APPLE INC COM 16611454 85639
038222105 038222105 APPLIED MATLS INC COM 236323 1635
872540109 872540109 TJX COS INC NEW COM 205157 2420
22822V101 22822V101 CROWN CASTLE INC COM 583342 5120
512807108 512807108 LAM RESEARCH CORP COM 490502 763
493267108 493267108 KEYCORP COM 240430 26021
45168D104 45168D104 IDEXX LABS INC COM 334987 667
67066G104 67066G104 NVIDIA CORPORATION COM 3384094 8000
539830109 539830109 LOCKHEED MARTIN CORP COM 863545 1876
023586100 023586100 U HAUL HOLDING COMPANY COM 842247 15225
81369Y605 81369Y605 SELECT SECTOR SPDR TR FINANCIAL 426017 12638
68389X105 68389X105 ORACLE CORP COM 4305589 36154
695156109 695156109 PACKAGING CORP AMER COM 554126 4193
747525103 747525103 QUALCOMM INC COM 1295577 10884
693506107 693506107 PPG INDS INC COM 552377 3725
237194105 237194105 DARDEN RESTAURANTS INC COM 355045 2125
22160K105 22160K105 COSTCO WHSL CORP NEW COM 1375747 2555
09260D107 09260D107 BLACKSTONE INC COM 503536 5416
92532F100 92532F100 VERTEX PHARMACEUTICALS INC COM 531384 1510
64828T201 64828T201 RITHM CAPITAL CORP COM NEW 363715 38900
03769M106 03769M106 APOLLO GLOBAL MGMT INC COM 655957 8540
94106L109 94106L109 WASTE MGMT INC DEL COM 853452 4921
191216100 191216100 COCA COLA CO COM 736713 12234
30303M102 30303M102 META PLATFORMS INC CL A 1731063 6032
46138E529 46138E529 INVESCO EXCH TRADED FD TR II NY AMT FRE MUN 369525 16250
368736104 368736104 GENERAC HLDGS INC COM 671085 4500
053015103 053015103 AUTOMATIC DATA PROCESSING IN COM 930851 4235
012653101 012653101 ALBEMARLE CORP COM 302287 1355
009158106 009158106 AIR PRODS & CHEMS INC COM 1153692 3852
115637209 115637209 BROWN FORMAN CORP CL B 2288671 34272
533900106 533900106 LINCOLN ELEC HLDGS INC COM 410171 2065
883556102 883556102 THERMO FISHER SCIENTIFIC INC COM 3806688 7296
20030N101 20030N101 COMCAST CORP NEW CL A 856589 20616
366651107 366651107 GARTNER INC COM 1924603 5494
00206R102 00206R102 AT&T INC COM 705173 44211
138035100 138035100 CANOPY GROWTH CORP COM 14973 38601
46269C102 46269C102 IRIDIUM COMMUNICATIONS INC COM 1062252 17100
025537101 025537101 AMERICAN ELEC PWR CO INC COM 365512 4341
46654Q203 46654Q203 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 492890 10190
45258K109 45258K109 IMPEL PHARMACEUTICALS INC COM 25654 20200
172967424 172967424 CITIGROUP INC COM NEW 748122 16249
654106103 654106103 NIKE INC CL B 1404304 12724
464287671 464287671 ISHARES TR CORE S&P US GWT 3124480 32000
25659T107 25659T107 DOLBY LABORATORIES INC COM CL A 488105 5833
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 2560077 19132
00162Q452 00162Q452 ALPS ETF TR ALERIAN MLP 677770 17286
46982L108 46982L108 JACOBS SOLUTIONS INC COM 873960 7351
92556H206 92556H206 PARAMOUNT GLOBAL CLASS B COM 510548 32090
244199105 244199105 DEERE & CO COM 288900 713
674599105 674599105 OCCIDENTAL PETE CORP COM 208878 3552
G29183103 G29183103 EATON CORP PLC SHS 8683699 43181
46434V621 46434V621 ISHARES TR CORE DIV GRWTH 401915 7800
049560105 049560105 ATMOS ENERGY CORP COM 318674 2739
585464100 585464100 MELCO RESORTS AND ENTMNT LTD ADR 933766 76476
58933Y105 58933Y105 MERCK & CO INC COM 1934991 16769
171340102 171340102 CHURCH & DWIGHT CO INC COM 265810 2652
052769106 052769106 AUTODESK INC COM 446664 2183
G037AX101 G037AX101 AMBARELLA INC SHS 1712809 20471
464288687 464288687 ISHARES TR PFD AND INCM SEC 276360 8935
002824100 002824100 ABBOTT LABS COM 1615194 14816
824348106 824348106 SHERWIN WILLIAMS CO COM 2806011 10568
87612E106 87612E106 TARGET CORP COM 646880 4904
G8473T100 G8473T100 STERIS PLC SHS USD 288424 1282
04013V108 04013V108 ARES COML REAL ESTATE CORP COM 313042 30842
78464A409 78464A409 SPDR SER TR PRTFLO S&P500 GW 1722043 28226
25243Q205 25243Q205 DIAGEO PLC SPON ADR NEW 479679 2765
701094104 701094104 PARKER-HANNIFIN CORP COM 321783 825
571903202 571903202 MARRIOTT INTL INC NEW CL A 2385398 12986
55336V100 55336V100 MPLX LP COM UNIT REP LTD 548901 16173
20825C104 20825C104 CONOCOPHILLIPS COM 1756360 16952
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 2236522 4653
427096508 427096508 HERCULES CAPITAL INC COM 643800 43500
001055102 001055102 AFLAC INC COM 1617120 23168
384802104 384802104 GRAINGER W W INC COM 1584757 2010
33739N108 33739N108 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 506800 10000
86765K109 86765K109 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 653400 15000
700885106 700885106 PARKE BANCORP INC COM 653232 38448
G1151C101 G1151C101 ACCENTURE PLC IRELAND SHS CLASS A 3403934 11031
02079K107 02079K107 ALPHABET INC CAP STK CL C 2950337 24389
907818108 907818108 UNION PAC CORP COM 587086 2869
56585A102 56585A102 MARATHON PETE CORP COM 1508678 12939
11135F101 11135F101 BROADCOM INC COM 2546774 2936
829658301 829658301 SIREN ETF TR DIVCN LDRS ETF 718216 12733
375558103 375558103 GILEAD SCIENCES INC COM 2678570 34755
185899101 185899101 CLEVELAND-CLIFFS INC NEW COM 916339 54674
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 396803 6205
855244109 855244109 STARBUCKS CORP COM 809245 8169
438516106 438516106 HONEYWELL INTL INC COM 3999854 19276
46138E511 46138E511 INVESCO EXCH TRADED FD TR II PFD ETF 236780 20825
64110L106 64110L106 NETFLIX INC COM 615805 1398
007903107 007903107 ADVANCED MICRO DEVICES INC COM 1009129 8859
92826C839 92826C839 VISA INC COM CL A 224221 944
46641Q654 46641Q654 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 739490 14600
30231G102 30231G102 EXXON MOBIL CORP COM 5363856 50013
902973304 902973304 US BANCORP DEL COM NEW 2251455 68143
98419M100 98419M100 XYLEM INC COM 1883530 16725
922908736 922908736 VANGUARD INDEX FDS GROWTH ETF 411990 1456
097023105 097023105 BOEING CO COM 648551 3071
397624206 397624206 GREIF INC CL B 231750 3000
718546104 718546104 PHILLIPS 66 COM 3146029 32984
254687106 254687106 DISNEY WALT CO COM 1770612 19832
624758108 624758108 MUELLER WTR PRODS INC COM SER A 1611071 99265
55024U109 55024U109 LUMENTUM HLDGS INC COM 1115993 19672
H1467J104 H1467J104 CHUBB LIMITED COM 917233 4763
02079K305 02079K305 ALPHABET INC CAP STK CL A 1157499 9670
918204108 918204108 V F CORP COM 564154 29552
32026V104 32026V104 FIRST FNDTN INC COM 46731 11771
88688T100 88688T100 TILRAY BRANDS INC COM 67688 43390
12626K203 12626K203 CRH PLC ADR 1160577 20825
166764100 166764100 CHEVRON CORP NEW COM 5788388 36787
83570H108 83570H108 SONOS INC COM 614008 37600
464287655 464287655 ISHARES TR RUSSELL 2000 ETF 378451 2021
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 1434201 3882
35671D857 35671D857 FREEPORT-MCMORAN INC CL B 704200 17605
565849106 565849106 MARATHON OIL CORP COM 227454 9881
513847103 513847103 LANCASTER COLONY CORP COM 201090 1000
892356106 892356106 TRACTOR SUPPLY CO COM 3155582 14272
693475105 693475105 PNC FINL SVCS GROUP INC COM 379454 3013
00724F101 00724F101 ADOBE SYSTEMS INCORPORATED COM 4913372 10048
05156X884 05156X884 AURORA CANNABIS INC COM 5346 10000
055622104 055622104 BP PLC SPONSORED ADR 267357 7576
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 1899203 51068
478160104 478160104 JOHNSON & JOHNSON COM 4753790 28720
922908744 922908744 VANGUARD INDEX FDS VALUE ETF 360792 2539
620076307 620076307 MOTOROLA SOLUTIONS INC COM NEW 996416 3397
14167R100 14167R100 CARECLOUD INC COM 89167 30226
04010L103 04010L103 ARES CAPITAL CORP COM 568710 30267
46625H100 46625H100 JPMORGAN CHASE & CO COM 6430528 44214
452308109 452308109 ILLINOIS TOOL WKS INC COM 1188096 4749
90353T100 90353T100 UBER TECHNOLOGIES INC COM 543553 12591
449172105 449172105 HYSTER YALE MATLS HANDLING I CL A 2217462 39711
29336T100 29336T100 ENLINK MIDSTREAM LLC COM UNIT REP LTD 123577 11658
609207105 609207105 MONDELEZ INTL INC CL A 729146 9997
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 1079892 14528
46137V340 46137V340 INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 204839 4000
718172109 718172109 PHILIP MORRIS INTL INC COM 887168 9088
931142103 931142103 WALMART INC COM 1638217 10423
872590104 872590104 T-MOBILE US INC COM 253493 1825
704326107 704326107 PAYCHEX INC COM 799210 7144
532457108 532457108 LILLY ELI & CO COM 515878 1100
655844108 655844108 NORFOLK SOUTHN CORP COM 578238 2550
832696405 832696405 SMUCKER J M CO COM NEW 3573459 24199
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 3710697 8371
92857W308 92857W308 VODAFONE GROUP PLC NEW SPONSORED ADR 318323 33685
12520L109 12520L109 CF BANKSHARES INC COM 962265 64151
77543R102 77543R102 ROKU INC COM CL A 1313291 20533
G7997R103 G7997R103 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 301926 4880
808524300 808524300 SCHWAB STRATEGIC TR US LCAP GR ETF 283011 3776
863667101 863667101 STRYKER CORPORATION COM 208638 684
929236107 929236107 WD 40 CO COM 1339981 7103
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 394772 4864
05964H105 05964H105 BANCO SANTANDER S.A. ADR 184760 49800
26142V105 26142V105 DRAFTKINGS INC NEW COM CL A 443055 16675
829658202 829658202 SIREN ETF TR NSD NXGN ECO ETF 368200 17070
369550108 369550108 GENERAL DYNAMICS CORP COM 1083984 5038
78409V104 78409V104 S&P GLOBAL INC COM 761779 1900
46429B663 46429B663 ISHARES TR CORE HIGH DV ETF 253688 2517
882508104 882508104 TEXAS INSTRS INC COM 3189596 17718
717081103 717081103 PFIZER INC COM 3158750 86116
464287481 464287481 ISHARES TR RUS MD CP GR ETF 227854 2358
01609W102 01609W102 ALIBABA GROUP HLDG LTD SPONSORED ADS 681636 8178
92939U106 92939U106 WEC ENERGY GROUP INC COM 502658 5696
548661107 548661107 LOWES COS INC COM 1703945 7550
922908611 922908611 VANGUARD INDEX FDS SM CP VAL ETF 659666 3988
38141G104 38141G104 GOLDMAN SACHS GROUP INC COM 996797 3090
69121K104 69121K104 OWL ROCK CAPITAL CORPORATION COM 402600 30000
33733E500 33733E500 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 222306 4345
580135101 580135101 MCDONALDS CORP COM 1444976 4842
37954Y483 37954Y483 GLOBAL X FDS NASDAQ 100 COVER 355000 20000
G5960L103 G5960L103 MEDTRONIC PLC SHS 988929 11225
03027X100 03027X100 AMERICAN TOWER CORP NEW COM 1388907 7162
502431109 502431109 L3HARRIS TECHNOLOGIES INC COM 4076208 20821
79466L302 79466L302 SALESFORCE INC COM 206824 979
92840N100 92840N100 VIRTUS DIVERSIFIED INCM & CO COM 279720 14000
316092501 316092501 FIDELITY COVINGTON TRUST MSCI FINLS IDX 367146 7800
126650100 126650100 CVS HEALTH CORP COM 1729085 25012
68902V107 68902V107 OTIS WORLDWIDE CORP COM 326642 3670
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 5402159 55147
412822108 412822108 HARLEY DAVIDSON INC COM 880778 25015
06738E204 06738E204 BARCLAYS PLC ADR 124693 15864
33740J104 33740J104 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 1396602 69900
17275R102 17275R102 CISCO SYS INC COM 3448837 66657
594918104 594918104 MICROSOFT CORP COM 16114275 47320
452327109 452327109 ILLUMINA INC COM 1468984 7835
96145D105 96145D105 WESTROCK CO COM 443666 15262
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 411042 1866
65339F101 65339F101 NEXTERA ENERGY INC COM 1982564 26719

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