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Entity | Shares/Amount Change | Position Value Change |
AVGO |
+1,543 | +$2,045 | ETN |
+2,823 | +$883 | LDOS |
+3,275 | +$429 | CAT |
+625 | +$229 | QCOM |
+1,348 | +$228 | VB |
+885 | +$202 |
Entity | Shares/Amount Change | Position Value Change |
BR |
-25,537 | -$5,254 | PFE |
-17,650 | -$508 | DIS |
-3,920 | -$354 | VO |
-1,034 | -$241 | SBUX |
-2,230 | -$214 | CSCO |
-4,159 | -$210 |
Entity | Shares/Amount Change | Position Value Change |
CALF |
+133,771 | +$6,806 | IBDW |
+62,103 | +$1,120 | IBDV |
+60,049 | +$1,158 | IJH |
+37,303 | +$214 | IBDR |
+25,950 | +$591 | IBDQ |
+23,684 | +$612 | JIRE |
+23,228 | +$2,402 | GOOG |
+13,938 | +$2,397 | WMT |
+12,406 | +$111 | RSP |
+11,437 | +$2,243 |
Entity | Shares/Amount Change | Position Value Change |
SCHX |
-24,237 | +$2,545 | TXN |
-20,718 | -$3,504 | CMCSA |
-3,400 | -$154 | AWK |
-2,600 | -$411 | SPGI |
-2,354 | -$1,278 | XLK |
-2,018 | +$1,312 | RHI |
-2,000 | -$222 | FIS |
-2,000 | -$20 | IBDP |
-1,953 | -$42 |
Size ($ in 1000's)
At 03/31/2024: $552,410 At 12/31/2023: $497,713
Buffington Mohr McNeal holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buffington Mohr McNeal 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Buffington Mohr McNeal to be as follows, presented in the
table below with each row detailing each Buffington Mohr McNeal position, ordered by largest to smallest position size.
The all-stocks-held-by-Buffington Mohr McNeal table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Buffington Mohr McNeal as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | VULCAN MATLS CO COM |
5,515 |
UNCH |
$1,505 | VMC | 5,515 | UNCH | $1,505 | US BANCORP DEL COM NEW |
32,229 |
+200 |
$1,441 | USB | 32,229 | +200 | $1,441 | UNILEVER PLC SPON ADR NEW |
27,215 |
+354 |
$1,366 | UL | 27,215 | +354 | $1,366 | WELLS FARGO CO NEW COM |
22,783 |
-1,500 |
$1,320 | WFC | 22,783 | -1,500 | $1,320 | IDEX CORP COM |
5,274 |
+188 |
$1,287 | IEX | 5,274 | +188 | $1,287 | TEXAS INSTRS INC COM |
7,133 |
-20,718 |
$1,243 | TXN | 7,133 | -20,718 | $1,243 | NEXTERA ENERGY INC COM |
19,047 |
-275 |
$1,217 | NEE | 19,047 | -275 | $1,217 | NIKE INC CL B |
12,873 |
+1,166 |
$1,210 | NKE | 12,873 | +1,166 | $1,210 | ISHARES CYBERSECURITY & TECH ETF (IHAK) |
25,218 |
+850 |
$1,181 | IHAK | 25,218 | +850 | $1,181 | ISHARES IBONDS 2024 CORP BOND (IBDP) |
46,231 |
-1,953 |
$1,158 | IBDP | 46,231 | -1,953 | $1,158 | GOLDMAN SACHS FUTURE REAL ESTATE AND INFRASTRUCTURE EQUITY ETF (GREI) |
34,160 |
-1,325 |
$1,147 | GREI | 34,160 | -1,325 | $1,147 | WALMART INC COM |
18,918 |
+12,406 |
$1,138 | WMT | 18,918 | +12,406 | $1,138 | CVS HEALTH CORP COM |
14,218 |
UNCH |
$1,134 | CVS | 14,218 | UNCH | $1,134 | MORGAN STANLEY COM NEW |
11,375 |
+5,700 |
$1,071 | MS | 11,375 | +5,700 | $1,071 | SPDR S&P 500 ETF TRUST (SPY) |
2,008 |
-117 |
$1,050 | SPY | 2,008 | -117 | $1,050 | COCA COLA CO COM |
17,122 |
-275 |
$1,048 | KO | 17,122 | -275 | $1,048 | CENTENE CORP DEL COM |
13,072 |
-175 |
$1,026 | CNC | 13,072 | -175 | $1,026 | TELEFLEX INCORPORATED COM |
4,480 |
+200 |
$1,013 | TFX | 4,480 | +200 | $1,013 | CARRIER GLOBAL CORPORATION COM |
17,346 |
-37 |
$1,008 | CARR | 17,346 | -37 | $1,008 | CROWN CASTLE INC COM |
9,260 |
-1,901 |
$980 | CCI | 9,260 | -1,901 | $980 | FEDEX CORP COM |
3,262 |
+753 |
$945 | FDX | 3,262 | +753 | $945 | EATON CORP PLC SHS |
2,823 |
+2,823 |
$883 | ETN | 2,823 | +2,823 | $883 | UNITEDHEALTH GROUP INC COM |
1,754 |
-15 |
$868 | UNH | 1,754 | -15 | $868 | CHURCH & DWIGHT CO INC COM |
8,300 |
+200 |
$866 | CHD | 8,300 | +200 | $866 | AMERICAN WTR WKS CO INC NEW COM |
6,900 |
-2,600 |
$843 | AWK | 6,900 | -2,600 | $843 | ACCENTURE PLC IRELAND SHS CLASS A |
2,410 |
-66 |
$835 | ACN | 2,410 | -66 | $835 | UNION PAC CORP COM |
3,354 |
-45 |
$825 | UNP | 3,354 | -45 | $825 | ANSYS INC COM |
2,300 |
+1,500 |
$798 | ANSS | 2,300 | +1,500 | $798 | TJX COS INC NEW COM |
7,785 |
+3,250 |
$790 | TJX | 7,785 | +3,250 | $790 | NVIDIA CORPORATION COM |
832 |
-39 |
$752 | NVDA | 832 | -39 | $752 | EXXON MOBIL CORP COM |
6,456 |
-980 |
$750 | XOM | 6,456 | -980 | $750 | AUTOMATIC DATA PROCESSING INC COM |
2,704 |
+300 |
$675 | ADP | 2,704 | +300 | $675 | FIRST SOLAR INC COM |
3,959 |
+840 |
$668 | FSLR | 3,959 | +840 | $668 | EDWARDS LIFESCIENCES CORP COM |
6,700 |
+400 |
$640 | EW | 6,700 | +400 | $640 | JOHNSON & JOHNSON COM |
3,889 |
-23 |
$615 | JNJ | 3,889 | -23 | $615 | ORACLE CORP COM |
4,717 |
+2 |
$593 | ORCL | 4,717 | +2 | $593 | PEPSICO INC COM |
3,328 |
-87 |
$582 | PEP | 3,328 | -87 | $582 | HENRY SCHEIN INC COM |
7,300 |
UNCH |
$551 | HSIC | 7,300 | UNCH | $551 | INVESCO QQQ TRUST SERIES I |
1,197 |
-97 |
$531 | QQQ | 1,197 | -97 | $531 | FIDELITY NATL INFORMATION SVCS COM |
7,094 |
-2,000 |
$526 | FIS | 7,094 | -2,000 | $526 | IDACORP INC COM |
5,583 |
-139 |
$519 | IDA | 5,583 | -139 | $519 | M & T BK CORP COM |
3,350 |
-700 |
$487 | MTB | 3,350 | -700 | $487 | PACIFIC PREMIER BANCORP COM |
19,237 |
UNCH |
$462 | PPBI | 19,237 | UNCH | $462 | VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) |
5,906 |
-1,117 |
$457 | VCSH | 5,906 | -1,117 | $457 | LEIDOS HOLDINGS INC COM |
3,275 |
+3,275 |
$429 | LDOS | 3,275 | +3,275 | $429 | COMCAST CORP NEW CL A |
9,880 |
-3,400 |
$428 | CMCSA | 9,880 | -3,400 | $428 | ROBERT HALF INC. COM |
5,300 |
-2,000 |
$420 | RHI | 5,300 | -2,000 | $420 | INTERNATIONAL BUSINESS MACHS COM |
2,186 |
-14 |
$418 | IBM | 2,186 | -14 | $418 | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS) |
17,422 |
+5,098 |
$415 | IBDS | 17,422 | +5,098 | $415 | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
2,262 |
-176 |
$413 | VIG | 2,262 | -176 | $413 | ISHARES MSCI KLD 400 SOCIAL ETF (DSI) |
3,778 |
UNCH |
$381 | DSI | 3,778 | UNCH | $381 | CORNING INC COM |
11,041 |
-226 |
$364 | GLW | 11,041 | -226 | $364 | NEWMONT CORP COM |
9,835 |
UNCH |
$352 | NEM | 9,835 | UNCH | $352 | ISHARES CORE DIVIDEND GROWTH ETF (DGRO) |
5,894 |
-120 |
$342 | DGRO | 5,894 | -120 | $342 | GLOBAL X COPPER MINERS ETF (COPX) |
8,000 |
UNCH |
$339 | COPX | 8,000 | UNCH | $339 | UNITED PARCEL SERVICE INC CL B |
2,200 |
+2 |
$327 | UPS | 2,200 | +2 | $327 | GENUINE PARTS CO COM |
2,050 |
UNCH |
$318 | GPC | 2,050 | UNCH | $318 | VERALTO CORP COM SHS |
3,591 |
-1,213 |
$318 | VLTO | 3,591 | -1,213 | $318 | ISHARES CORE S&P SMALL CAP ETF (IJR) |
2,871 |
+122 |
$317 | IJR | 2,871 | +122 | $317 | ISHARES RUSSELL 2000 ETF (IWM) |
1,505 |
-155 |
$317 | IWM | 1,505 | -155 | $317 | ABBVIE INC COM |
1,645 |
UNCH |
$300 | ABBV | 1,645 | UNCH | $300 | MSC INDL DIRECT INC CL A |
3,000 |
UNCH |
$291 | MSM | 3,000 | UNCH | $291 | MCDONALDS CORP COM |
1,009 |
+5 |
$285 | MCD | 1,009 | +5 | $285 | SPDR GOLD SHARES (GLD) |
1,360 |
+7 |
$280 | GLD | 1,360 | +7 | $280 | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
1,040 |
-85 |
$270 | VTI | 1,040 | -85 | $270 | VERIZON COMMUNICATIONS INC COM |
6,229 |
-925 |
$261 | VZ | 6,229 | -925 | $261 | ISHARES SHORT TREASURY BOND ETF (SHV) |
2,323 |
UNCH |
$257 | SHV | 2,323 | UNCH | $257 | ENTERPRISE PRODS PARTNERS L P COM |
8,494 |
+6 |
$248 | EPD | 8,494 | +6 | $248 | 3M CO COM |
2,300 |
UNCH |
$244 | MMM | 2,300 | UNCH | $244 | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) |
461 |
-3 |
$242 | VGT | 461 | -3 | $242 | ISHARES MSCI GERMANY ETF (EWG) |
7,400 |
UNCH |
$235 | EWG | 7,400 | UNCH | $235 | CANADIAN PACIFIC KANSAS CITY COM |
2,650 |
UNCH |
$234 | CP | 2,650 | UNCH | $234 | WATERS CORP COM |
680 |
UNCH |
$234 | WAT | 680 | UNCH | $234 | CATERPILLAR INC COM |
625 |
+625 |
$229 | CAT | 625 | +625 | $229 | QUALCOMM INC COM |
1,348 |
+1,348 |
$228 | QCOM | 1,348 | +1,348 | $228 | ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC) |
3,950 |
UNCH |
$227 | EMXC | 3,950 | UNCH | $227 | AFLAC INC COM |
2,606 |
-304 |
$224 | AFL | 2,606 | -304 | $224 | VANGUARD SMALL CAP ETF (VB) |
885 |
+885 |
$202 | VB | 885 | +885 | $202 | FIRST FNDTN INC COM |
16,668 |
+0 |
$126 | FFWM | 16,668 | UNCH | $126 | BROADRIDGE FINL SOLUTIONS INC COM |
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$0 (exited) | BR | 0 | -25,537 | $0 | CISCO SYS INC COM |
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$0 (exited) | CSCO | 0 | -4,159 | $0 | DISNEY WALT CO COM |
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$0 (exited) | DIS | 0 | -3,920 | $0 | PFIZER INC COM |
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$0 (exited) | PFE | 0 | -17,650 | $0 | STARBUCKS CORP COM |
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$0 (exited) | SBUX | 0 | -2,230 | $0 | VANGUARD MID CAP ETF |
0 |
-1,034 |
$0 (exited) | VO | 0 | -1,034 | $0 |
See Summary: Buffington Mohr McNeal Top Holdings
See Details: Top 10 Stocks Held By Buffington Mohr McNeal
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