Donaldson Capital Management, LLC Incresed Positions in Q4 2024

Donaldson Capital Management, LLC

  • $2.57 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
52
+ 1.1%
$370.24 - $418.94 $19.3K - $21.8K
4.79K $1.93M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
31.1K
+ 163.58%
$18.41 - $40.87 $573K - $1.27M
50.1K $927K
MCD
Mcdonalds Corp

Consumer Cyclical
10.3K
+ 5.28%
$288.47 - $316.54 $2.96M - $3.25M
204K $59.3M
IP
International Paper CO

Consumer Cyclical
58
+ 0.3%
$46.64 - $59.57 $2.71K - $3.46K
19.4K $1.05M
XLV
Select Sector Spdr Fund Health

ETFs
1.04K
+ 35.76%
$136.28 - $154.74 $141K - $160K
3.93K $540K
EMR
Emerson Electric CO

Industrials
107
+ 2.07%
$108.13 - $134.33 $11.6K - $14.4K
5.29K $655K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
814
+ 2.67%
$126.68 - $134.74 $103K - $110K
31.3K $4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
92
+ 1.19%
$178.39 - $215.0 $16.4K - $19.8K
7.84K $1.51M
SPYG
Spdr Portfolio

ETFs
430
+ 8.08%
$81.74 - $91.38 $35.1K - $39.3K
5.75K $505K
HMOP
Hartford Fds Exchange Traded T

ETFs
1.8K
+ 10.39%
$38.56 - $39.45 $69.5K - $71.1K
19.1K $739K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
121
+ 25.0%
$417.69 - $450.94 $50.5K - $54.6K
605 $257K
XLI
Industrial Sector Spdr

ETFs
502
+ 13.12%
$131.76 - $143.99 $66.1K - $72.3K
4.33K $570K
WHR
Whirlpool Corp

Consumer Cyclical
41
+ 0.66%
$99.28 - $124.45 $4.07K - $5.1K
6.3K $720K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
175K
+ 211.23%
$26.93 - $84.95 $4.71M - $14.9M
258K $7.04M
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
6K
+ 6.91%
$26.08 - $27.65 $156K - $166K
92.8K $2.43M
LII
Lennox International Inc

Industrials
1
+ 0.02%
$589.36 - $678.43 $589 - $678
5.39K $3.28M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.4K
+ 221.49%
$25.79 - $80.4 $398K - $1.24M
22.4K $584K
SCHA
Schwab Strategic Tr Us Small C

ETFs
18.4K
+ 102.95%
$25.33 - $51.16 $466K - $941K
36.2K $937K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.9K
+ 205.24%
$27.54 - $83.04 $494K - $1.49M
26.7K $738K
RSP
Invesco S&P 500 Equal Weight E

ETFs
123
+ 4.59%
$174.22 - $187.62 $21.4K - $23.1K
2.8K $490K
MUB
Ishares National Muni Bond ETF

ETFs
268
+ 3.15%
$105.78 - $108.7 $28.3K - $29.1K
8.77K $934K
DE
Deere & CO

Industrials
14
+ 2.32%
$389.45 - $466.0 $5.45K - $6.52K
617 $261K
FDX
Fedex Corp

Industrials
1
+ 0.14%
$260.5 - $305.15 $261 - $305
734 $206K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.19%
$216.13 - $242.4 $1.3K - $1.45K
3.17K $701K
ABC
Amerisourcebergen Corp

Healthcare
2
+ 0.02%
N/A
10.4K $1.92M
Linde PLC
16
+ 2.02%
N/A
808 $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
53
+ 1.33%
$81.68 - $82.93 $4.33K - $4.4K
4.04K $331K
SCMB
Schwab Strategic Tr Mun Bd ETF
24.2K
+ 137.44%
N/A
41.9K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
435
+ 8.98%
$75.1 - $82.99 $32.7K - $36.1K
5.28K $398K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.29K
+ 5.46%
$106.56 - $113.11 $457K - $485K
82.9K $8.85M
PRU
Prudential Financial Inc

Financial Services
10
+ 0.09%
$114.59 - $129.52 $1.15K - $1.3K
11.6K $1.37M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.35K
+ 6.11%
$67.29 - $73.38 $90.8K - $99K
23.4K $1.59M
CL
Colgate Palmolive CO

Consumer Defensive
2
+ 0.06%
$90.22 - $102.31 $180 - $205
3.48K $316K
D
Dominion Energy, Inc

Utilities
247
+ 1.5%
$52.63 - $60.92 $13K - $15K
16.8K $902K
DHR
Danaher Corp

Healthcare
2
+ 0.16%
$226.16 - $274.52 $452 - $549
1.26K $289K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 0.19%
$128.36 - $186.0 $513 - $744
2.12K $273K
PFE
Pfizer Inc

Healthcare
410
+ 1.16%
$24.8 - $30.19 $10.2K - $12.4K
35.7K $946K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.01K
+ 1.67%
$31.23 - $33.51 $31.5K - $33.8K
61.4K $1.93M
CARR
Carrier Global Corp

Industrials
2
+ 0.03%
$66.69 - $82.65 $133 - $165
6.74K $460K
NU
Nu Holdings Ltd.

Financial Services
48.6K
+ 26.67%
$10.24 - $15.89 $497K - $772K
231K $2.39M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.14%
$131.66 - $144.0 $1.84K - $2.02K
10.4K $1.37M
DUK
Duke Energy Corp

Utilities
9
+ 0.06%
$105.76 - $120.76 $952 - $1.09K
13.9K $1.5M
XLE
Energy Sector Spdr

ETFs
262
+ 0.41%
$83.32 - $97.27 $21.8K - $25.5K
64.8K $5.55M
BBY
Best Buy CO Inc

Consumer Cyclical
36
+ 0.39%
$85.2 - $101.35 $3.07K - $3.65K
9.33K $800K
MELI
Mercadolibre Inc

Consumer Cyclical
84
+ 6.03%
$1666.0 - $2117.3 $140K - $178K
1.48K $2.51M
CTAS
Cintas Corp

Industrials
983
+ 4.11%
$182.7 - $226.47 $180K - $223K
24.9K $4.55M
KO
Coca Cola CO

Consumer Defensive
449
+ 0.93%
$61.74 - $71.71 $27.7K - $32.2K
48.7K $3.03M
CVX
Chevron Corp

Energy
780
+ 0.31%
$141.15 - $162.53 $110K - $127K
251K $36.3M
ECL
Ecolab Inc.

Basic Materials
292
+ 1.04%
$234.32 - $261.43 $68.4K - $76.3K
28.4K $6.65M
Activity Summary
Buys All Purchases 125 New Holdings 12 Increased Positions 113 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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