Mcdonald Partners LLC Reduced Holdings in Q1 2025

Mcdonald Partners LLC

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

Technology
-3.32K
- 4.24%
$209.68 - $247.1 $696K - $820K
75K $16.7M
ETN
Eaton Corp PLC

Industrials
-811
- 2.08%
$271.83 - $371.23 $220K - $301K
38.1K $10.4M
MSFT
Microsoft Corp

Technology
-664
- 1.45%
$375.39 - $447.2 $249K - $297K
45.3K $17M
LHX
L3 Harris Technologies, Inc.

Industrials
-3.43K
- 17.19%
$194.65 - $222.86 $667K - $764K
16.5K $3.45M
PNR
Pentair PLC

Industrials
-500
- 1.0%
$84.0 - $105.35 $42K - $52.7K
49.7K $4.35M
MAR
Marriott International Inc

Consumer Cyclical
-785
- 6.38%
$237.01 - $304.45 $186K - $239K
11.5K $2.74M
AMBA
Ambarella Inc

Technology
-1.28K
- 6.15%
$48.94 - $82.94 $62.4K - $106K
19.4K $978K
SPY
Spdr S&P 500 ETF Trust

ETFs
-498
- 5.99%
$551.42 - $612.93 $275K - $305K
7.82K $4.37M
IT
Gartner Inc

Technology
-300
- 5.74%
$418.25 - $548.38 $125K - $165K
4.93K $2.07M
LITE
Lumentum Holdings Inc.

Technology
-665
- 3.63%
$57.41 - $100.38 $38.2K - $66.8K
17.7K $1.1M
ILMN
Illumina, Inc.

Healthcare
-216
- 3.4%
$79.34 - $144.22 $17.1K - $31.2K
6.13K $486K
GOOGL
Alphabet Inc.

Communication Services
-90
- 0.96%
$154.33 - $206.19 $13.9K - $18.6K
9.25K $1.43M
MPC
Marathon Petroleum Corp

Energy
-2.36K
- 26.1%
$134.72 - $159.03 $318K - $376K
6.69K $974K
MRK
Merck & Co., Inc.

Healthcare
-1.23K
- 7.06%
$83.01 - $101.02 $102K - $124K
16.2K $1.45M
NKE
Nike, Inc.

Consumer Cyclical
-1.67K
- 12.76%
$63.29 - $81.72 $106K - $136K
11.4K $723K
DD
Du Pont De Nemours, Inc.

Basic Materials
-3K
- 12.6%
$72.7 - $84.32 $218K - $253K
20.8K $1.55M
DIS
Walt Disney CO

Communication Services
-162
- 0.91%
$96.87 - $114.0 $15.7K - $18.5K
17.7K $1.75M
MSI
Motorola Solutions, Inc.

Technology
-350
- 10.62%
$411.73 - $482.1 $144K - $169K
2.95K $1.29M
GS
Goldman Sachs Group Inc

Financial Services
-197
- 5.31%
$524.81 - $672.19 $103K - $132K
3.52K $1.92M
VFC
V F Corp

Consumer Cyclical
-5.29K
- 27.28%
$15.52 - $26.93 $82.1K - $142K
14.1K $218K
WMT
Walmart Inc.

Consumer Defensive
-1.27K
- 4.1%
$84.5 - $105.05 $107K - $134K
29.7K $2.61M
TGNA
Tegna Inc

Communication Services
-10K
- 22.7%
$16.63 - $18.95 $166K - $190K
34.1K $620K
HBAN
Huntington Bancshares Inc

Financial Services
-4.1K
- 4.37%
$14.28 - $17.39 $58.5K - $71.3K
89.6K $1.35M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 0.73%
$497.6 - $606.74 $24.9K - $30.3K
6.76K $3.37M
SPYG
Spdr Portfolio

ETFs
-29
- 0.12%
$80.05 - $92.39 $2.32K - $2.68K
23.3K $1.87M
BX
Blackstone Inc.

Financial Services
-1
- 0.02%
$136.53 - $186.74 $137 - $187
5.43K $759K
SONO
Sonos Inc

Technology
-2.8K
- 9.24%
$10.67 - $15.08 $29.9K - $42.2K
27.5K $293K
BAC
Bank Of America Corp

Financial Services
-1.19K
- 2.4%
$39.61 - $47.74 $47.3K - $57K
48.5K $2.02M
LMT
Lockheed Martin Corp

Industrials
-100
- 4.09%
$423.19 - $506.29 $42.3K - $50.6K
2.34K $1.05M
JCI
Johnson Controls International PLC

Industrials
-2K
- 8.34%
$76.12 - $90.6 $152K - $181K
22K $1.76M
HOG
Harley Davidson, Inc.

Consumer Cyclical
-860
- 3.8%
$24.13 - $30.02 $20.8K - $25.8K
21.8K $549K
MSGS
Madison Square Garden Sports Corp.

Communication Services
-88
- 2.56%
$185.75 - $223.33 $16.3K - $19.7K
3.35K $651K
ROKU
Roku, Inc

Communication Services
-500
- 2.66%
$67.36 - $99.07 $33.7K - $49.5K
18.3K $1.29M
UAA
Under Armour, Inc.

Consumer Cyclical
-6.93K
- 26.24%
$6.25 - $8.66 $43.3K - $60K
19.5K $121K
WEN
Wendy'S CO

Consumer Cyclical
-696
- 1.45%
$14.17 - $16.17 $9.86K - $11.3K
47.2K $690K
PKG
Packaging Corp Of America

Consumer Cyclical
-1
- 0.03%
$192.03 - $242.13 $192 - $242
3.18K $629K
VBR
Vanguard Small Cap Value ETF

ETFs
-165
- 4.62%
$183.02 - $207.75 $30.2K - $34.3K
3.4K $634K
DLB
Dolby Laboratories, Inc.

Industrials
-900
- 21.6%
$76.37 - $87.32 $68.7K - $78.6K
3.27K $262K
NSC
Norfolk Southern Corp

Industrials
-275
- 12.5%
$227.69 - $259.76 $62.6K - $71.4K
1.93K $455K
XLE
Energy Sector Spdr

ETFs
-1.01K
- 22.35%
$85.7 - $93.96 $86.7K - $95.1K
3.52K $328K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-100
- 1.96%
$62.43 - $84.12 $6.24K - $8.41K
5K $325K
GLW
Corning Inc

Technology
-800
- 8.48%
$44.91 - $54.25 $35.9K - $43.4K
8.63K $395K
ITW
Illinois Tool Works Inc

Industrials
-93
- 1.82%
$244.9 - $274.48 $22.8K - $25.5K
5.02K $1.25M
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.15K
- 3.62%
$8.22 - $12.02 $9.43K - $13.8K
30.6K $251K
DGRO
Ishares Core Dividend Growth E

ETFs
-750
- 14.49%
$60.46 - $64.42 $45.3K - $48.3K
4.43K $273K
CARR
Carrier Global Corp

Industrials
-150
- 2.5%
$62.07 - $70.55 $9.31K - $10.6K
5.85K $371K
QCOM
Qualcomm Inc

Technology
-175
- 1.73%
$151.94 - $175.86 $26.6K - $30.8K
9.92K $1.52M
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
-200
- 0.94%
$22.05 - $23.0 $4.41K - $4.6K
21.1K $465K
LECO
Lincoln Electric Holdings Inc

Industrials
-100
- 4.84%
$180.51 - $216.81 $18.1K - $21.7K
1.97K $371K
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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