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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
VRTXVertex Pharmaceuticals Inc
Recent Activity
Exited
0%
$707,767
1,510 shares@ $468.72 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$666,548
13,262 shares@ $50.26 avg price
ARKKArk Etf Tr
Recent Activity
Exited
0%
$529,072
12,038 shares@ $43.96 avg price
ADSKAutodesk Inc
Recent Activity
Exited
0%
$510,984
2,065 shares@ $247.45 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Exited
0%
$509,541
12,394 shares@ $41.12 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Exited
0%
$463,682
4,490 shares@ $103.27 avg price
NUENucor Corp
Recent Activity
Exited
0%
$392,513
2,483 shares@ $158.09 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$355,153
11,467 shares@ $30.98 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$343,131
2,281 shares@ $150.44 avg price
CRHCrh Plc
Recent Activity
Exited
0%
$279,301
3,725 shares@ $74.99 avg price