Mcdonald Partners LLC Incresed Positions in Q3 2025

Mcdonald Partners LLC

  • $320 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
297
+ 2.36%
$567.77 - $614.76 $169K - $183K
12.9K $7.88M
C
Citigroup Inc

Financial Services
2.1K
+ 9.07%
$85.57 - $103.49 $180K - $217K
25.3K $2.56M
MWA
Mueller Water Products, Inc.

Industrials
15.1K
+ 13.63%
$23.94 - $27.39 $362K - $414K
126K $3.22M
GILD
Gilead Sciences, Inc.

Healthcare
3.78K
+ 16.31%
$108.22 - $120.47 $409K - $455K
26.9K $2.99M
SPY
Spdr S&P 500 ETF Trust

ETFs
42
+ 0.54%
$617.65 - $666.84 $25.9K - $28K
7.82K $5.21M
SPYG
Spdr Portfolio

ETFs
1.62K
+ 7.21%
$94.33 - $105.31 $152K - $170K
24K $2.51M
TSCO
Tractor Supply CO

Consumer Cyclical
664
+ 1.06%
$54.08 - $62.65 $35.9K - $41.6K
63.2K $3.59M
LLY
Eli Lilly & CO

Healthcare
395
+ 57.33%
$625.65 - $812.69 $247K - $321K
1.08K $827K
KEY
Keycorp

Financial Services
12.8K
+ 40.43%
$17.37 - $19.39 $223K - $249K
44.6K $834K
HBAN
Huntington Bancshares Inc

Financial Services
13.2K
+ 14.09%
$15.87 - $17.88 $210K - $236K
107K $1.85M
VTV
Vanguard Value ETF

ETFs
1.1K
+ 77.55%
$175.51 - $186.57 $192K - $204K
2.51K $467K
V
Visa Inc.

Financial Services
649
+ 80.62%
$332.09 - $358.86 $216K - $233K
1.45K $496K
FCX
Freeport Mcmoran Inc

Basic Materials
8.09K
+ 26.9%
$35.34 - $47.21 $286K - $382K
38.2K $1.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.98K
+ 8.27%
$55.61 - $57.37 $166K - $171K
39.1K $2.23M
NDSN
Nordson Corp

Industrials
400
+ 6.11%
$209.25 - $227.98 $83.7K - $91.2K
6.95K $1.58M
UNH
Unitedhealth Group Inc

Healthcare
115
+ 3.11%
$237.77 - $353.61 $27.3K - $40.7K
3.81K $1.32M
QCOM
Qualcomm Inc

Technology
535
+ 5.25%
$145.84 - $173.55 $78K - $92.8K
10.7K $1.78M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.43K
+ 10.5%
$97.75 - $100.75 $140K - $144K
15K $1.51M
VEA
Vanguard Ftse Developed Market

ETFs
1.48K
+ 10.39%
$56.02 - $60.3 $82.9K - $89.2K
15.7K $942K
VBK
Vanguard Small Cap Growth ETF

ETFs
264
+ 31.21%
$276.51 - $305.12 $73K - $80.6K
1.11K $330K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 0.07%
$191.41 - $220.25 $383 - $441
2.84K $618K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
704
+ 6.03%
$82.38 - $83.0 $58K - $58.4K
12.4K $1.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
370
+ 4.87%
$49.43 - $54.52 $18.3K - $20.2K
7.97K $431K
VUG
Vanguard Growth ETF

ETFs
4
+ 0.53%
$433.97 - $484.08 $1.74K - $1.94K
752 $360K
VTI
Vanguard Total Stock Market Et

ETFs
23
+ 2.97%
$303.93 - $329.86 $6.99K - $7.59K
797 $261K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
65
+ 0.44%
$92.18 - $95.14 $5.99K - $6.18K
14.7K $1.4M
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.47%
$279.83 - $293.74 $1.68K - $1.76K
1.3K $380K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
350
+ 2.09%
$21.15 - $22.45 $7.4K - $7.86K
17.1K $380K
J P Morgan Exchange Traded F
2.31K
+ 32.96%
N/A
9.31K $0
Ferguson Enterprises Inc
4.15K
+ 84.09%
N/A
9.09K $0
DE
Deere & CO

Industrials
75
+ 10.52%
$457.26 - $524.37 $34.3K - $39.3K
788 $360K
FSK
Fs Kkr Capital Corp

Financial Services
4.08K
+ 35.49%
$14.93 - $22.48 $60.9K - $91.8K
15.6K $232K
T
At&T Inc.

Communication Services
1.28K
+ 2.03%
$26.94 - $29.62 $34.5K - $37.9K
64.3K $1.81M
USA
Liberty All Star Equity Fund

Financial Services
1.47K
+ 2.73%
$6.34 - $6.94 $9.29K - $10.2K
55.1K $349K
ZTS
Zoetis Inc.

Healthcare
24
+ 0.43%
$141.13 - $159.19 $3.39K - $3.82K
5.55K $811K
HY
Hyster Yale Materials Handling, Inc.

Industrials
1.08K
+ 2.37%
$35.77 - $43.8 $38.5K - $47.1K
46.5K $1.72M
IT
Gartner Inc

Technology
25
+ 0.52%
$225.98 - $406.7 $5.65K - $10.2K
4.85K $1.27M
Activity Summary
Buys All Purchases 49 New Holdings 11 Increased Positions 38 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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