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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
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
LHXL3harris Technologies Inc
Recent Activity
Decreased -0.68%
1.32%
$5.255M
22,091 shares@ $237.88 avg price
PNRPentair Plc
Recent Activity
Decreased -1.92%
1.24%
$4.94M
50,516 shares@ $97.8 avg price
SJMSmucker J M Co
Recent Activity
Decreased -3.93%
1.21%
$4.811M
39,724 shares@ $121.11 avg price
ADBEAdobe Inc
Recent Activity
Decreased -5.78%
1.14%
$4.547M
8,782 shares@ $517.79 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Decreased -5.35%
1.1%
$4.37M
7,064 shares@ $618.57 avg price