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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
ABBVAbbvie Inc
Recent Activity
Decreased -9.77%
1.1%
$4.36M
22,078 shares@ $197.49 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.18%
1.07%
$4.241M
26,167 shares@ $162.07 avg price
PSXPhillips 66
Recent Activity
Decreased -1.45%
1.04%
$4.157M
31,620 shares@ $131.46 avg price
TSCOTractor Supply Co
Recent Activity
Decreased -2.59%
0.96%
$3.826M
13,150 shares@ $290.95 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.15%
0.93%
$3.707M
10,485 shares@ $353.52 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -1.16%
0.93%
$3.683M
17,831 shares@ $206.58 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -8.01%
0.81%
$3.237M
23,743 shares@ $136.35 avg price
MARMarriott Intl Inc New
Recent Activity
Decreased -3.12%
0.78%
$3.084M
12,404 shares@ $248.6 avg price
PEPPepsico Inc
Recent Activity
Decreased -4.59%
0.73%
$2.906M
17,091 shares@ $170.06 avg price
ITGartner Inc
Recent Activity
Decreased -3.6%
0.68%
$2.711M
5,350 shares@ $506.76 avg price