MCDONALD PARTNERS LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$400M
Signature - Title
Carrie Wisniewski - Chief Operating Officer
Location
Cleveland, OH
Summary
This page shows a list of all the recent 13F filings made by MCDONALD PARTNERS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MCDONALD PARTNERS LLC reported 239 stock holdings with total value $400M as of Q3 2024. Top holdings included MSFT, AAPL, ETN, BRKB, and JPM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 239 $400M +$17.2M -$12.8M +$4.36M MSFT, AAPL, ETN, BRKB, JPM 13F-HR 10/15/2024, 11:26 AM
Q2 2024 239 $373M +$16.8M -$4.44M +$12.3M MSFT, AAPL, ETN, JPM, BRKB 13F-HR 7/17/2024, 04:49 PM
Q1 2024 239 $364M +$12.3M -$10.1M +$2.25M MSFT, ETN, AAPL, JPM, BRKB 13F-HR 4/15/2024, 12:19 PM
Q4 2023 227 $337M +$8.86M -$11.5M -$2.6M MSFT, AAPL, ETN, JPM, BRKB 13F-HR 2/12/2024, 11:32 AM
Q3 2023 227 $307M +$6.68M -$14.8M -$8.1M MSFT, AAPL, ETN, BRKB, CVX 13F-HR 10/30/2023, 11:54 AM
Q2 2023 242 $327M +$12.4M -$8.29M +$4.13M AAPL, MSFT, ETN, BRKB, JPM 13F-HR 7/17/2023, 09:15 AM
Q1 2023 235 $309M +$11.6M -$7.6M +$4.01M AAPL, MSFT, ETN, BRKB, CVX 13F-HR 4/19/2023, 08:55 AM
Q4 2022 228 $293M +$12.8M -$10.4M +$2.35M MSFT, AAPL, ETN, BRKB, CVX 13F-HR 1/18/2023, 04:31 PM
Q3 2022 219 $262M +$6.16M -$112M -$106M AAPL, MSFT, BRKB, ETN, CVX 13F-HR 10/21/2022, 03:53 PM
Q2 2022 296 $392M +$14.6M -$16.5M -$1.91M MSFT, AAPL, BRKB, CVX, JPM 13F-HR 7/25/2022, 12:31 PM
Q1 2022 307 $458M +$439M -$87.2M +$352M AAPL, MSFT, BRKB, CVX, VOO 13F-HR 4/29/2022, 03:51 PM
Q4 2021 546 $108M +$87.8M -$428M -$340M USMV, BSJO, ANGL, FALN, SJNK 13F-HR 1/31/2022, 11:22 AM
Q3 2021 299 $426M +$19.3M -$6.75M +$12.5M MSFT, AAPL, JPM, BRKB, ETN Restatement 11/23/2021, 07:56 PM
Q2 2021 303 $423M +$18.9M -$8.09M +$10.8M MSFT, AAPL, ROKU, JPM, BRKB Restatement 11/23/2021, 07:56 PM
Q1 2021 290 $389M +$24.4M -$10.5M +$13.9M MSFT, AAPL, JPM, BRKB, DIS Restatement 11/23/2021, 07:56 PM
Q4 2020 278 $355M $0 $0 AAPL, MSFT, DIS, ROKU, ICSH 13F-HR 2/16/2021, 05:03 PM