MCDONALD PARTNERS LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cleveland, OH
CIK
0001331074
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 227 336,856 MSFT, AAPL, ETN, JPM 13F-HR 2/12/2024 000117266124000669
Q3 2023 227 307,305 MSFT, AAPL, ETN, BRK-B 13F-HR 10/30/2023 000117266123003527
Q2 2023 242 327,261 AAPL, MSFT, ETN, BRK-B 13F-HR 7/17/2023 000117266123002514
Q1 2023 235 308,666 AAPL, MSFT, ETN, BRK-B 13F-HR 4/19/2023 000117266123001720
Q4 2022 228 292,745 MSFT, AAPL, ETN, BRK-B 13F-HR 1/18/2023 000117266123000202
Q3 2022 219 262,050 AAPL, MSFT, BRK-B, ETN 13F-HR 10/21/2022 000160658722001954
Q2 2022 296 391,752 MSFT, AAPL, BRK-B, CVX 13F-HR 7/25/2022 000160658722001430
Q1 2022 307 458,405 AAPL, MSFT, BRK-B, CVX 13F-HR 4/29/2022 000160658722000826
Q4 2021 546 107,949 USMV, BSJO, ANGL, FALN 13F-HR 1/31/2022 000160658722000182
Q3 2021 299 425,996 MSFT, AAPL, JPM, BRK-B RESTATEMENT 11/23/2021 000108514621003420
Q2 2021 303 423,215 MSFT, AAPL, ROKU, JPM RESTATEMENT 11/23/2021 000108514621003419
Q1 2021 290 389,167 MSFT, AAPL, JPM, BRK-B RESTATEMENT 11/23/2021 000108514621003418
Q4 2020 278 355,200 AAPL, MSFT, DIS, ROKU 13F-HR 2/16/2021 000108514621001004
Additional filings from Mcdonald Partners LLC that have since been restated