Mcdonald Partners LLC Incresed Positions in Q1 2025

Mcdonald Partners LLC

  • $374 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
166
+ 0.86%
$442.66 - $534.52 $73.5K - $88.7K
19.5K $10.4M
HD
Home Depot, Inc.

Consumer Cyclical
2.2K
+ 41.98%
$347.25 - $424.87 $765K - $936K
7.45K $2.73M
XOM
Exxon Mobil Corp

Energy
514
+ 1.03%
$105.44 - $118.93 $54.2K - $61.1K
50.2K $5.97M
CSCO
Cisco Systems, Inc.

Technology
7.77K
+ 13.28%
$58.74 - $64.87 $456K - $504K
66.3K $4.09M
T
At&T Inc.

Communication Services
8.49K
+ 12.43%
$21.56 - $28.28 $183K - $240K
76.8K $2.17M
JNJ
Johnson & Johnson

Healthcare
43
+ 0.16%
$142.06 - $167.7 $6.11K - $7.21K
27.5K $4.55M
VZ
Verizon Communications Inc

Communication Services
821
+ 1.03%
$37.81 - $46.49 $31K - $38.2K
80.6K $3.66M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
144
+ 1.69%
$80.53 - $147.57 $11.6K - $21.3K
8.69K $1.15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.08K
+ 45.67%
$51.45 - $58.51 $467K - $531K
28.9K $1.5M
MTBC
Care Cloud, Inc.

Healthcare
98.4K
+ 375.12%
N/A
125K $378K
PLTR
Palantir Technologies Inc.

Technology
3.05K
+ 101.67%
$64.98 - $124.62 $198K - $380K
6.05K $510K
CB
Chubb LTD

Financial Services
51
+ 0.64%
$257.71 - $301.99 $13.1K - $15.4K
8.08K $2.44M
MDLZ
Mondelez International, Inc.

Consumer Defensive
894
+ 5.49%
$56.12 - $68.15 $50.2K - $60.9K
17.2K $1.17M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.49K
+ 11.41%
$56.17 - $59.71 $196K - $208K
34K $1.94M
CRM
Salesforce, Inc.

Technology
844
+ 105.76%
$268.36 - $359.95 $226K - $304K
1.64K $440K
FCX
Freeport Mcmoran Inc

Basic Materials
4.7K
+ 23.7%
$34.5 - $43.01 $162K - $202K
24.5K $928K
CNHI
Cnh Industrial N.V.

Industrials
16K
+ 40.58%
N/A
55.4K $577K
AWK
American Water Works Company, Inc.

Utilities
320
+ 6.25%
$121.01 - $149.31 $38.7K - $47.8K
5.44K $803K
WEC
Wec Energy Group, Inc.

Utilities
140
+ 1.62%
$92.12 - $108.98 $12.9K - $15.3K
8.8K $958K
NOC
Northrop Grumman Corp

Industrials
203
+ 32.38%
$433.45 - $513.82 $88K - $104K
830 $424K
CCI
Crown Castle International Corp

Real Estate
576
+ 11.22%
$84.33 - $106.39 $48.6K - $61.3K
5.71K $594K
UBER
Uber Technologies, Inc

Technology
45
+ 0.5%
$63.17 - $81.49 $2.84K - $3.67K
9.04K $658K
ES
Eversource Energy

Utilities
744
+ 5.18%
$55.63 - $63.8 $41.4K - $47.5K
15.1K $938K
PG
Procter & Gamble CO

Consumer Defensive
458
+ 4.21%
$158.56 - $176.26 $72.6K - $80.7K
11.3K $1.93M
SUN
Sunoco LP

Energy
105
+ 0.68%
$51.29 - $59.25 $5.39K - $6.22K
15.5K $900K
AMD
Advanced Micro Devices Inc

Technology
2.77K
+ 27.67%
$96.63 - $129.55 $268K - $359K
12.8K $1.31M
UNH
Unitedhealth Group Inc

Healthcare
85
+ 3.01%
$461.52 - $548.18 $39.2K - $46.6K
2.91K $1.52M
BIDU
Baidu, Inc.

Communication Services
551
+ 13.39%
$77.43 - $102.51 $42.7K - $56.5K
4.67K $429K
GD
General Dynamics Corp

Industrials
121
+ 2.18%
$241.94 - $272.58 $29.3K - $33K
5.66K $1.54M
UNP
Union Pacific Corp

Industrials
203
+ 6.19%
$225.21 - $254.42 $45.7K - $51.6K
3.48K $822K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
120
+ 0.67%
$48.65 - $53.06 $5.84K - $6.37K
18K $937K
SPGI
S&P Global Inc.

Financial Services
99
+ 4.78%
$478.26 - $543.77 $47.3K - $53.8K
2.17K $1.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.17K
+ 30.22%
$45.72 - $51.73 $99.3K - $112K
9.35K $430K
CL
Colgate Palmolive CO

Consumer Defensive
451
+ 4.51%
$85.68 - $97.5 $38.6K - $44K
10.4K $978K
CMS
Cms Energy Corp

Utilities
448
+ 13.25%
$64.99 - $75.11 $29.1K - $33.6K
3.83K $287K
CRWD
Crowd Strike Holdings, Inc.

Technology
83
+ 3.09%
$308.86 - $455.36 $25.6K - $37.8K
2.77K $977K
APD
Air Products & Chemicals, Inc.

Basic Materials
87
+ 1.83%
$283.24 - $338.07 $24.6K - $29.4K
4.84K $1.43M
ATO
Atmos Energy Corp

Utilities
28
+ 0.99%
$136.51 - $154.58 $3.82K - $4.33K
2.85K $440K
CMCSA
Comcast Corp

Communication Services
1.55K
+ 9.41%
$33.19 - $38.23 $51.5K - $59.3K
18K $665K
IVV
Ishares Core S&P 500 ETF

ETFs
116
+ 11.41%
$554.06 - $615.85 $64.3K - $71.4K
1.13K $636K
KEY
Keycorp

Financial Services
4.04K
+ 17.86%
$15.15 - $18.3 $61.3K - $74K
26.7K $426K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.27K
+ 10.53%
$26.64 - $27.14 $33.7K - $34.3K
13.3K $355K
SHEL
Shell PLC

Energy
2
+ 0.06%
$62.84 - $73.29 $126 - $147
3.29K $241K
IVW
Ishares S&P 500 Growth ETF

ETFs
601
+ 21.88%
$92.45 - $106.69 $55.6K - $64.1K
3.35K $310K
BDX
Becton Dickinson & CO

Healthcare
68
+ 0.98%
$222.79 - $249.08 $15.1K - $16.9K
6.98K $1.6M
BP
Bp PLC

Energy
4
+ 0.06%
$29.93 - $35.31 $120 - $141
6.89K $232K
CLX
Clorox CO

Consumer Defensive
580
+ 14.92%
$141.76 - $162.89 $82.2K - $94.5K
4.47K $657K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
13.3K
+ 14.36%
$5.27 - $6.27 $69.9K - $83.2K
106K $556K
LQD
Ishares Iboxx $ Investment Gra

ETFs
78
+ 1.04%
$105.1 - $109.61 $8.2K - $8.55K
7.58K $823K
Activity Summary
Buys All Purchases 104 New Holdings 9 Increased Positions 95 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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