News + Filings Holdings
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MCDONALD PARTNERS LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 0 | -38,749 | 0 | -5,559,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 0 | -80,951 | 0 | -4,764,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISI | Common | 0 | -53,464 | 0 | -4,479,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ICSH | Common | 0 | -77,118 | 0 | -3,859,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 0 | -37,870 | 0 | -3,500,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 0 | -14,314 | 0 | -3,238,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TIP | Common | 0 | -21,775 | 0 | -2,480,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares, Inc.
| IEMG | Common | 0 | -49,120 | 0 | -2,410,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TR VALUE LINE DIVID IN
| FVD | SHS | 0 | -62,035 | 0 | -2,408,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares, Inc.
| URTH | Common | 0 | -19,300 | 0 | -2,063,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 0 | -18,152 | 0 | -1,846,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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3M CO
| MMM | Common | 0 | -14,016 | 0 | -1,814,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VONV | Common | 0 | -24,571 | 0 | -1,561,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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LIN Media LLC
| LIN | COMMON STOCK | 0 | -4,498 | 0 | -1,293,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Shell plc
| SHEL | Call | 0 | -22,606 | 0 | -1,182,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHYG | Common | 0 | -26,849 | 0 | -1,089,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VNQ | ETF | 0 | -11,928 | 0 | -1,087,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JACOBS SOLUTIONS INC.
| JEC | Common | 0 | -7,695 | 0 | -978,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| CWB | Common | 0 | -12,649 | 0 | -817,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BOSTON SCIENTIFIC CORP
| BSX | Common | 0 | -21,175 | 0 | -789,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Invesco DB Commodity Index Tracking Fund
| DBC | UNIT | 0 | -29,545 | 0 | -787,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 0 | -9,456 | 0 | -783,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| VONG | Common | 0 | -13,730 | 0 | -773,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PRINCIPAL FINANCIAL GROUP INC
| PFG | Common | 0 | -11,118 | 0 | -743,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOG | Common | 0 | -3,263 | 0 | -710,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VOOV | Common | 0 | -5,198 | 0 | -691,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD MALVERN FUNDS
| VTIP | Common | 0 | -12,841 | 0 | -644,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE TRADED FUND
| FTCS | Common | 0 | -8,550 | 0 | -598,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Polaris Inc.
| PII | Common | 0 | -5,879 | 0 | -584,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FIRST TRUST EXCHANGE-TRADED FUND VIII
| FPE | Common | 0 | -33,659 | 0 | -580,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CIGNA CORP
| CI | Com | 0 | -2,155 | 0 | -568,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FDS HEALTH CAR
| VHT | STOCK | 0 | -2,211 | 0 | -521,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VIOO | Common | 0 | -2,857 | 0 | -486,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SSGA Active Trust
| SRLN | Common | 0 | -11,675 | 0 | -486,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MEAR | Common | 0 | -9,390 | 0 | -467,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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