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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
HYHyster-yale Inc
Recent Activity
Decreased -2.86%
0.63%
$2.494M
39,103 shares@ $63.78 avg price
LVSLas Vegas Sands Corp
Recent Activity
Decreased -0.71%
0.63%
$2.48M
49,259 shares@ $50.35 avg price
BACBank America Corp
Recent Activity
Decreased -6.76%
0.52%
$2.057M
51,843 shares@ $39.69 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -3.97%
0.51%
$2.025M
24,411 shares@ $82.95 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.29%
0.51%
$2.021M
7,459 shares@ $270.89 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -0.91%
0.51%
$2.015M
2,273 shares@ $886.54 avg price
COPConocophillips
Recent Activity
Decreased -1.37%
0.49%
$1.951M
18,533 shares@ $105.28 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.32%
0.46%
$1.83M
30,750 shares@ $59.52 avg price
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.27%
0.46%
$1.828M
3,692 shares@ $495.24 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -3.5%
0.44%
$1.721M
10,117 shares@ $170.07 avg price