Mcdonald Partners LLC Incresed Positions in Q1 2025

Mcdonald Partners LLC

  • $374 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ZTS
Zoetis Inc.

Healthcare
68
+ 1.22%
$156.48 - $175.67 $10.6K - $11.9K
5.62K $925K
PPG
Ppg Industries Inc

Basic Materials
554
+ 13.8%
$107.44 - $124.29 $59.5K - $68.9K
4.57K $499K
VTV
Vanguard Value ETF

ETFs
92
+ 6.97%
$167.73 - $179.21 $15.4K - $16.5K
1.41K $243K
FDS
Factset Research Systems Inc

Financial Services
171
+ 7.29%
$427.5 - $476.51 $73.1K - $81.5K
2.52K $1.14M
ARCC
Ares Capital Corp

Financial Services
142
+ 0.48%
$21.28 - $23.81 $3.02K - $3.38K
29.8K $661K
NEE
Nextera Energy Inc

Utilities
459
+ 1.32%
$66.96 - $76.16 $30.7K - $35K
35.3K $2.5M
PFE
Pfizer Inc

Healthcare
5.4K
+ 4.89%
$25.01 - $27.13 $135K - $146K
116K $2.93M
BA
Boeing CO

Industrials
76
+ 5.14%
$148.15 - $186.25 $11.3K - $14.2K
1.56K $265K
GFF
Griffon Corp

Industrials
9
+ 0.27%
$68.06 - $80.91 $613 - $728
3.3K $236K
Blackrock Inc
88
+ 5.71%
N/A
1.63K $0
Linde PLC
65
+ 1.84%
N/A
3.6K $0
USA
Liberty All Star Equity Fund

Financial Services
2.51K
+ 5.02%
$6.41 - $7.32 $16.1K - $18.4K
52.5K $343K
VUG
Vanguard Growth ETF

ETFs
56
+ 8.13%
$369.1 - $427.61 $20.7K - $23.9K
745 $276K
IWM
Ishares Russell 2000 ETF

ETFs
430
+ 9.85%
$198.1 - $229.79 $85.2K - $98.8K
4.8K $956K
IRDM
Iridium Communications Inc.

Communication Services
725
+ 4.21%
$26.87 - $32.66 $19.5K - $23.7K
18K $490K
NDSN
Nordson Corp

Industrials
150
+ 2.33%
$200.12 - $224.07 $30K - $33.6K
6.58K $1.33M
ET
Energy Transfer LP

Energy
443
+ 1.2%
$17.26 - $21.08 $7.65K - $9.34K
37.3K $692K
PEP
Pepsico Inc

Consumer Defensive
27
+ 0.14%
$142.64 - $156.42 $3.85K - $4.22K
18.8K $2.82M
ADI
Analog Devices Inc

Technology
232
+ 2.77%
$201.56 - $243.82 $46.8K - $56.6K
8.61K $1.74M
PNC
Pnc Financial Services Group, Inc.

Financial Services
500
+ 6.52%
$168.84 - $202.89 $84.4K - $101K
8.17K $1.44M
CMI
Cummins Inc

Industrials
55
+ 3.11%
$312.92 - $386.07 $17.2K - $21.2K
1.83K $572K
LOW
Lowes Companies Inc

Consumer Cyclical
229
+ 3.14%
$222.66 - $268.42 $51K - $61.5K
7.52K $1.75M
UHAL
Amerco

Industrials
125
+ 0.84%
$62.22 - $74.71 $7.78K - $9.34K
14.9K $975K
DKNG
Draft Kings Inc.

Consumer Cyclical
692
+ 3.79%
$33.21 - $53.49 $23K - $37K
19K $629K
META
Meta Platforms, Inc.

Communication Services
9
+ 0.15%
$576.36 - $736.67 $5.19K - $6.63K
6K $3.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
212
+ 5.05%
$468.34 - $539.52 $99.3K - $114K
4.41K $2.07M
HY
Hyster Yale Materials Handling, Inc.

Industrials
6.35K
+ 17.37%
$41.54 - $54.76 $264K - $348K
42.9K $1.78M
GNRC
Generac Holdings Inc.

Industrials
250
+ 6.13%
$126.65 - $164.06 $31.7K - $41K
4.33K $547K
GWW
W.W. Grainger, Inc.

Industrials
39
+ 2.0%
$953.54 - $1132.42 $37.2K - $44.2K
1.99K $1.97M
STZ
Constellation Brands, Inc.

Consumer Defensive
730
+ 11.9%
$161.05 - $222.93 $118K - $163K
6.87K $1.26M
HON
Honeywell International Inc

Industrials
908
+ 3.97%
$202.75 - $226.52 $184K - $206K
23.8K $5.04M
EMR
Emerson Electric CO

Industrials
412
+ 2.9%
$108.64 - $131.17 $44.8K - $54K
14.6K $1.6M
UPS
United Parcel Service Inc

Industrials
1.59K
+ 6.5%
$109.66 - $136.26 $174K - $216K
26K $2.86M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39
+ 0.37%
$507.05 - $563.67 $19.8K - $22K
10.5K $5.39M
USB
Us Bancorp \De\

Financial Services
886
+ 1.66%
$40.92 - $50.9 $36.3K - $45.1K
54.4K $2.3M
ACN
Accenture PLC

Technology
228
+ 2.21%
$300.91 - $398.25 $68.6K - $90.8K
10.6K $3.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
33
+ 0.1%
$126.86 - $146.45 $4.19K - $4.83K
32K $4.07M
ADBE
Adobe Inc.

Technology
12
+ 0.15%
$377.84 - $464.11 $4.53K - $5.57K
8.26K $3.17M
LVS
Las Vegas Sands Corp

Consumer Cyclical
523
+ 1.14%
$38.18 - $50.93 $20K - $26.6K
46.5K $1.8M
AMZN
Amazon Com Inc

Consumer Cyclical
712
+ 2.85%
$190.26 - $242.06 $135K - $172K
25.7K $4.88M
GOOG
Alphabet Inc.

Communication Services
427
+ 1.67%
$156.06 - $207.71 $66.6K - $88.7K
26K $4.07M
ORCL
Oracle Corp

Technology
190
+ 0.59%
$139.81 - $186.47 $26.6K - $35.4K
32.3K $4.51M
NVDA
Nvidia Corp

Technology
1.15K
+ 2.65%
$106.98 - $149.43 $123K - $172K
44.6K $4.84M
AVGO
Broadcom Inc.

Technology
606
+ 2.87%
$167.43 - $244.7 $101K - $148K
21.7K $3.63M
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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