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Size ($ in 1000's)
At 03/31/2024: $552,410
At 12/31/2023: $497,713
Buffington Mohr McNeal holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buffington Mohr McNeal 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Buffington Mohr McNeal top holdings by largest position size, as per the latest 13f filing made by Buffington Mohr McNeal.
In the Buffington Mohr McNeal-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Buffington Mohr McNeal in that top holding, then the share count change between reporting periods, and finally the Buffington Mohr McNeal top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SCHWAB U.S. LARGE CAP ETF (SCHX) |
691,159 |
-24,237 |
$42,893 | | SCHX | 691,159 | -24,237 | $42,893 | | MICROSOFT CORP COM |
73,161 |
-319 |
$30,780 | | MSFT | 73,161 | -319 | $30,780 | | COSTCO WHSL CORP NEW COM |
35,621 |
-484 |
$26,097 | | COST | 35,621 | -484 | $26,097 | | TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) |
107,696 |
-2,018 |
$22,430 | | XLK | 107,696 | -2,018 | $22,430 | | ISHARES CORE S&P 500 ETF (IVV) |
38,814 |
+3,007 |
$20,406 | | IVV | 38,814 | +3,007 | $20,406 | | PACER US SMALL CAP CASH COWS 100 ETF (CALF) |
336,571 |
+133,771 |
$16,546 | | CALF | 336,571 | +133,771 | $16,546 | | THERMO FISHER SCIENTIFIC INC COM |
27,689 |
-32 |
$16,093 | | TMO | 27,689 | -32 | $16,093 | | DANAHER CORPORATION COM |
63,590 |
-449 |
$15,880 | | DHR | 63,590 | -449 | $15,880 | | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF JPMORGAN INTERNATIONAL (JIRE) |
249,987 |
+23,228 |
$15,654 | | JIRE | 249,987 | +23,228 | $15,654 | | AMPHENOL CORP NEW CL A |
130,973 |
-1,779 |
$15,108 | | APH | 130,973 | -1,779 | $15,108 | | UNITED RENTALS INC COM |
20,543 |
-149 |
$14,814 | | URI | 20,543 | -149 | $14,814 | | ISHARES IBONDS 2026 CORP BOND (IBDR) |
569,706 |
+25,950 |
$13,587 | | IBDR | 569,706 | +25,950 | $13,587 | | JPMORGAN CHASE & CO COM |
65,052 |
+327 |
$13,030 | | JPM | 65,052 | +327 | $13,030 | | ISHARES IBONDS 2025 CORP BOND (IBDQ) |
516,120 |
+23,684 |
$12,805 | | IBDQ | 516,120 | +23,684 | $12,805 | | ISHARES IBONDS 2030 CORP BOND (IBDV) |
587,209 |
+60,049 |
$12,566 | | IBDV | 587,209 | +60,049 | $12,566 | | ISHARES IBONDS 2031 CORP BOND (IBDW) |
605,621 |
+62,103 |
$12,409 | | IBDW | 605,621 | +62,103 | $12,409 | | KKR & CO INC COM |
119,288 |
-94 |
$11,998 | | KKR | 119,288 | -94 | $11,998 | | AMETEK INC COM |
63,076 |
+204 |
$11,537 | | AME | 63,076 | +204 | $11,537 | | VISA INC COM CL A |
39,667 |
+664 |
$11,070 | | V | 39,667 | +664 | $11,070 | | MERCK & CO INC COM |
82,787 |
+6,041 |
$10,924 | | MRK | 82,787 | +6,041 | $10,924 | | ABBOTT LABS COM |
93,234 |
+1,695 |
$10,597 | | ABT | 93,234 | +1,695 | $10,597 | | HONEYWELL INTL INC COM |
50,364 |
-1,800 |
$10,337 | | HON | 50,364 | -1,800 | $10,337 | | ADVANCED MICRO DEVICES INC COM |
56,319 |
-1,420 |
$10,165 | | AMD | 56,319 | -1,420 | $10,165 | | AMAZON COM INC COM |
55,801 |
+2,380 |
$10,065 | | AMZN | 55,801 | +2,380 | $10,065 | | APPLE INC COM |
53,664 |
+3,855 |
$9,202 | | AAPL | 53,664 | +3,855 | $9,202 | | AIR PRODS & CHEMS INC COM |
31,164 |
-898 |
$7,550 | | APD | 31,164 | -898 | $7,550 | | ECOLAB INC COM |
31,761 |
+234 |
$7,334 | | ECL | 31,761 | +234 | $7,334 | | S&P GLOBAL INC COM |
16,017 |
-2,354 |
$6,815 | | SPGI | 16,017 | -2,354 | $6,815 | | BANK AMERICA CORP COM |
170,217 |
+6,903 |
$6,455 | | BAC | 170,217 | +6,903 | $6,455 | | INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) |
37,913 |
+11,437 |
$6,421 | | RSP | 37,913 | +11,437 | $6,421 | | REPUBLIC SVCS INC COM |
33,020 |
+9,071 |
$6,321 | | RSG | 33,020 | +9,071 | $6,321 | | ALPHABET INC CAP STK CL C |
38,245 |
+13,938 |
$5,823 | | GOOG | 38,245 | +13,938 | $5,823 | | FISERV INC COM |
35,709 |
-920 |
$5,707 | | FI | 35,709 | -920 | $5,707 | | FREEPORT MCMORAN INC CL B |
113,718 |
+4,913 |
$5,347 | | FCX | 113,718 | +4,913 | $5,347 | | MICRON TECHNOLOGY INC COM |
45,343 |
+12 |
$5,346 | | MU | 45,343 | +12 | $5,346 | | ELEVANCE HEALTH INC COM |
9,219 |
+1,601 |
$4,780 | | ELV | 9,219 | +1,601 | $4,780 | | HOME DEPOT INC COM |
11,897 |
+475 |
$4,564 | | HD | 11,897 | +475 | $4,564 | | CHEVRON CORP NEW COM |
28,247 |
-275 |
$4,456 | | CVX | 28,247 | -275 | $4,456 | | ISHARES SHORT TERM CORPORATE BOND (IGSB) |
80,141 |
+4,639 |
$4,110 | | IGSB | 80,141 | +4,639 | $4,110 | | ALPHABET INC CAP STK CL A |
21,061 |
-1,049 |
$3,179 | | GOOGL | 21,061 | -1,049 | $3,179 | | ISHARES CORE S&P MID CAP ETF (IJH) |
46,784 |
+37,303 |
$2,842 | | IJH | 46,784 | +37,303 | $2,842 | | MARVELL TECHNOLOGY INC COM |
39,178 |
UNCH |
$2,777 | | MRVL | 39,178 | UNCH | $2,777 | | ELI LILLY & CO COM |
2,965 |
-38 |
$2,307 | | LLY | 2,965 | -38 | $2,307 | | BROADCOM INC COM |
1,543 |
+1,543 |
$2,045 | | AVGO | 1,543 | +1,543 | $2,045 | | NXP SEMICONDUCTORS N V COM |
8,207 |
+60 |
$2,033 | | NXPI | 8,207 | +60 | $2,033 | | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB) |
42,020 |
+4,420 |
$1,885 | | IGEB | 42,020 | +4,420 | $1,885 |  BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$1,861 | | BRK.B | 4,426 | +26 | $1,861 | | VANGUARD S&P 500 ETF (VOO) |
3,836 |
-60 |
$1,844 | | VOO | 3,836 | -60 | $1,844 | | RTX CORPORATION COM |
16,014 |
+2,013 |
$1,562 | | RTX | 16,014 | +2,013 | $1,562 | | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) |
9,843 |
-804 |
$1,534 | | FTEC | 9,843 | -804 | $1,534 |
See Full List: All Stocks Held By Buffington Mohr McNeal
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Buffington Mohr McNeal
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