Mcdonald Partners LLC Incresed Positions in Q4 2024

Mcdonald Partners LLC

  • $381 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
681
+ 2.73%
$163.08 - $198.16 $111K - $135K
25.6K $4.87M
C
Citigroup Inc

Financial Services
3.64K
+ 17.03%
$61.31 - $72.5 $223K - $264K
25K $1.76M
TGNA
Tegna Inc

Communication Services
13.8K
+ 45.62%
$15.25 - $19.32 $210K - $267K
44.1K $805K
GS
Goldman Sachs Group Inc

Financial Services
21
+ 0.57%
$486.1 - $608.57 $10.2K - $12.8K
3.71K $2.13M
EMR
Emerson Electric CO

Industrials
81
+ 0.57%
$108.13 - $134.33 $8.76K - $10.9K
14.2K $1.76M
QQQ
Invesco Qqq Trust, Series 1

ETFs
219
+ 5.51%
$481.22 - $538.17 $105K - $118K
4.19K $2.14M
COP
Conocophillips

Energy
3.01K
+ 16.22%
$95.12 - $114.72 $286K - $345K
21.5K $2.14M
T
At&T Inc.

Communication Services
5.63K
+ 8.98%
$21.22 - $23.88 $119K - $134K
68.3K $1.55M
USB
Us Bancorp \De\

Financial Services
1.01K
+ 1.91%
$43.98 - $53.66 $44.2K - $53.9K
53.5K $2.56M
PNC
Pnc Financial Services Group, Inc.

Financial Services
388
+ 5.33%
$178.39 - $215.0 $69.2K - $83.4K
7.67K $1.48M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
9K
+ 30.0%
$13.12 - $14.37 $118K - $129K
39K $530K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.02%
$567.81 - $607.81 $1.14K - $1.22K
8.32K $4.88M
MPLX
Mplx LP

Energy
614
+ 3.52%
$43.77 - $51.66 $26.9K - $31.7K
18K $863K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
788
+ 4.13%
$53.94 - $58.15 $42.5K - $45.8K
19.9K $1.12M
MDT
Medtronic PLC

Healthcare
2.3K
+ 20.51%
$79.61 - $92.24 $183K - $212K
13.5K $1.08M
BDX
Becton Dickinson & CO

Healthcare
688
+ 11.05%
$220.02 - $243.75 $151K - $168K
6.92K $1.57M
PPG
Ppg Industries Inc

Basic Materials
832
+ 26.14%
$119.09 - $131.37 $99.1K - $109K
4.02K $479K
FDS
Factset Research Systems Inc

Financial Services
4
+ 0.17%
$449.69 - $495.72 $1.8K - $1.98K
2.35K $1.13M
IBM
International Business Machines Corp

Technology
329
+ 1.79%
$204.9 - $238.04 $67.4K - $78.3K
18.7K $4.12M
BIDU
Baidu, Inc.

Communication Services
1.21K
+ 41.76%
$80.33 - $115.13 $97.4K - $140K
4.11K $346K
ARCC
Ares Capital Corp

Financial Services
44
+ 0.15%
$20.74 - $22.27 $913 - $980
29.7K $650K
WEC
Wec Energy Group, Inc.

Utilities
475
+ 5.81%
$92.94 - $101.82 $44.1K - $48.4K
8.66K $814K
PFE
Pfizer Inc

Healthcare
9.96K
+ 9.93%
$24.8 - $30.19 $247K - $301K
110K $2.93M
ABT
Abbott Laboratories

Healthcare
328
+ 2.07%
$111.93 - $119.39 $36.7K - $39.2K
16.2K $1.83M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
114
+ 0.64%
$46.48 - $51.32 $5.3K - $5.85K
17.9K $862K
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.95K
+ 300.0%
$25.93 - $105.3 $206K - $837K
10.6K $295K
APD
Air Products & Chemicals, Inc.

Basic Materials
177
+ 3.87%
$285.5 - $335.62 $50.5K - $59.4K
4.75K $1.38M
LEAD
Siren Divcon Leaders Dividend

ETFs
1.08K
+ 5.23%
$66.53 - $71.39 $71.5K - $76.7K
21.6K $1.44M
PM
Philip Morris International Inc.

Consumer Defensive
150
+ 2.13%
$118.38 - $133.06 $17.8K - $20K
7.2K $866K
CNHI
Cnh Industrial N.V.

Industrials
1K
+ 2.6%
N/A
39.4K $410K
LECO
Lincoln Electric Holdings Inc

Industrials
100
+ 5.09%
$187.47 - $219.94 $18.7K - $22K
2.07K $387K
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.9K
+ 198.66%
$22.4 - $68.28 $312K - $952K
21K $485K
UNP
Union Pacific Corp

Industrials
277
+ 9.23%
$223.15 - $249.32 $61.8K - $69.1K
3.28K $747K
TGT
Target Corp

Consumer Defensive
1.32K
+ 15.54%
$121.59 - $160.69 $160K - $212K
9.79K $1.32M
XLE
Energy Sector Spdr

ETFs
128
+ 2.91%
$83.32 - $97.27 $10.7K - $12.5K
4.53K $387K
Linde PLC
2
+ 0.06%
N/A
3.53K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.06%
$113.92 - $127.38 $114 - $127
1.78K $204K
VTV
Vanguard Value ETF

ETFs
20
+ 1.54%
$168.32 - $181.87 $3.37K - $3.64K
1.32K $223K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
208
+ 1.66%
$51.09 - $55.27 $10.6K - $11.5K
12.7K $651K
SPGI
S&P Global Inc.

Financial Services
52
+ 2.58%
$480.36 - $529.17 $25K - $27.5K
2.07K $1.03M
ES
Eversource Energy

Utilities
2.01K
+ 16.26%
$55.9 - $67.73 $112K - $136K
14.4K $825K
AWK
American Water Works Company, Inc.

Utilities
643
+ 14.35%
$123.83 - $146.07 $79.6K - $93.9K
5.12K $637K
IRDM
Iridium Communications Inc.

Communication Services
200
+ 1.17%
$27.32 - $33.54 $5.46K - $6.71K
17.2K $499K
WM
Waste Management Inc

Industrials
1
+ 0.02%
$201.79 - $228.46 $202 - $228
4.12K $830K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
125
+ 0.86%
$88.59 - $94.57 $11.1K - $11.8K
14.6K $1.3M
DKNG
Draft Kings Inc.

Consumer Cyclical
98
+ 0.54%
$35.32 - $44.84 $3.46K - $4.39K
18.3K $679K
SUN
Sunoco LP

Energy
4
+ 0.03%
$50.8 - $56.82 $203 - $227
15.4K $792K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.32%
$466.52 - $543.88 $933 - $1.09K
627 $294K
PEP
Pepsico Inc

Consumer Defensive
1.7K
+ 9.97%
$151.29 - $176.1 $258K - $300K
18.8K $2.86M
Activity Summary
Buys All Purchases 89 New Holdings 12 Increased Positions 77 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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