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Carrie Wisniewski

@Mcdonald Partners Llc

Latest period2024 - Q3ReportedManaged Assets$399.756MTotal holdings239
Assets growth rate7.1%Assets growth rate (2-Q avg)4.88%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Mcdonald Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Mcdonald Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 399.756M in assets, with a quarterly growth rate of 7.1% and a 2-quarter average growth rate of 4.88%. The portfolio is managed by Carrie Wisniewski, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Increased 0.04%
5.08%
$20.304M
47,185 shares@ $430.31 avg price
AAPLApple Inc
Recent Activity
Increased 2.16%
4.62%
$18.438M
79,131 shares@ $233.01 avg price
ETNEaton Corp Plc
Recent Activity
Increased 0.74%
3.37%
$13.456M
40,597 shares@ $331.45 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.22%
2.24%
$8.926M
19,394 shares@ $460.26 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.06%
2.07%
$8.275M
39,242 shares@ $210.87 avg price
AMGNAmgen Inc
Recent Activity
Decreased -1.02%
1.68%
$6.703M
20,802 shares@ $322.22 avg price
RTXRtx Corporation
Recent Activity
Decreased -1.67%
1.63%
$6.498M
53,631 shares@ $121.17 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -2.49%
1.5%
$5.958M
50,829 shares@ $117.23 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.46%
1.41%
$5.636M
33,078 shares@ $170.4 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.38%
1.39%
$5.549M
45,694 shares@ $121.45 avg price