HoldingsChannel.com



All Stocks Held By Buffington Mohr McNeal
As of  03/31/2024, we find all stocks held by Buffington Mohr McNeal to be as follows, presented in the table below with each row detailing each Buffington Mohr McNeal position, ordered by largest to smallest position size. The all-stocks-held-by-Buffington Mohr McNeal table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Buffington Mohr McNeal as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024
Position Size
($ in 1000's)
SCHWAB U.S. LARGE CAP ETF (SCHX) 691,159 -24,237 $42,893
     SCHX691,159-24,237$42,893
MICROSOFT CORP COM 73,161 -319 $30,780
     MSFT73,161-319$30,780
COSTCO WHSL CORP NEW COM 35,621 -484 $26,097
     COST35,621-484$26,097
TECHNOLOGY SELECT SECTOR SPDR FUND (XLK) 107,696 -2,018 $22,430
     XLK107,696-2,018$22,430
ISHARES CORE S&P 500 ETF (IVV) 38,814 +3,007 $20,406
     IVV38,814+3,007$20,406
PACER US SMALL CAP CASH COWS 100 ETF (CALF) 336,571 +133,771 $16,546
     CALF336,571+133,771$16,546
THERMO FISHER SCIENTIFIC INC COM 27,689 -32 $16,093
     TMO27,689-32$16,093
DANAHER CORPORATION COM 63,590 -449 $15,880
     DHR63,590-449$15,880
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF JPMORGAN INTERNATIONAL (JIRE) 249,987 +23,228 $15,654
     JIRE249,987+23,228$15,654
AMPHENOL CORP NEW CL A 130,973 -1,779 $15,108
     APH130,973-1,779$15,108
UNITED RENTALS INC COM 20,543 -149 $14,814
     URI20,543-149$14,814
ISHARES IBONDS 2026 CORP BOND (IBDR) 569,706 +25,950 $13,587
     IBDR569,706+25,950$13,587
JPMORGAN CHASE & CO COM 65,052 +327 $13,030
     JPM65,052+327$13,030
ISHARES IBONDS 2025 CORP BOND (IBDQ) 516,120 +23,684 $12,805
     IBDQ516,120+23,684$12,805
ISHARES IBONDS 2030 CORP BOND (IBDV) 587,209 +60,049 $12,566
     IBDV587,209+60,049$12,566
ISHARES IBONDS 2031 CORP BOND (IBDW) 605,621 +62,103 $12,409
     IBDW605,621+62,103$12,409
KKR & CO INC COM 119,288 -94 $11,998
     KKR119,288-94$11,998
AMETEK INC COM 63,076 +204 $11,537
     AME63,076+204$11,537
VISA INC COM CL A 39,667 +664 $11,070
     V39,667+664$11,070
MERCK & CO INC COM 82,787 +6,041 $10,924
     MRK82,787+6,041$10,924
ABBOTT LABS COM 93,234 +1,695 $10,597
     ABT93,234+1,695$10,597
HONEYWELL INTL INC COM 50,364 -1,800 $10,337
     HON50,364-1,800$10,337
ADVANCED MICRO DEVICES INC COM 56,319 -1,420 $10,165
     AMD56,319-1,420$10,165
AMAZON COM INC COM 55,801 +2,380 $10,065
     AMZN55,801+2,380$10,065
APPLE INC COM 53,664 +3,855 $9,202
     AAPL53,664+3,855$9,202
AIR PRODS & CHEMS INC COM 31,164 -898 $7,550
     APD31,164-898$7,550
ECOLAB INC COM 31,761 +234 $7,334
     ECL31,761+234$7,334
S&P GLOBAL INC COM 16,017 -2,354 $6,815
     SPGI16,017-2,354$6,815
BANK AMERICA CORP COM 170,217 +6,903 $6,455
     BAC170,217+6,903$6,455
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 37,913 +11,437 $6,421
     RSP37,913+11,437$6,421
REPUBLIC SVCS INC COM 33,020 +9,071 $6,321
     RSG33,020+9,071$6,321
ALPHABET INC CAP STK CL C 38,245 +13,938 $5,823
     GOOG38,245+13,938$5,823
FISERV INC COM 35,709 -920 $5,707
     FI35,709-920$5,707
FREEPORT MCMORAN INC CL B 113,718 +4,913 $5,347
     FCX113,718+4,913$5,347
MICRON TECHNOLOGY INC COM 45,343 +12 $5,346
     MU45,343+12$5,346
ELEVANCE HEALTH INC COM 9,219 +1,601 $4,780
     ELV9,219+1,601$4,780
HOME DEPOT INC COM 11,897 +475 $4,564
     HD11,897+475$4,564
CHEVRON CORP NEW COM 28,247 -275 $4,456
     CVX28,247-275$4,456
ISHARES SHORT TERM CORPORATE BOND (IGSB) 80,141 +4,639 $4,110
     IGSB80,141+4,639$4,110
ALPHABET INC CAP STK CL A 21,061 -1,049 $3,179
     GOOGL21,061-1,049$3,179
ISHARES CORE S&P MID CAP ETF (IJH) 46,784 +37,303 $2,842
     IJH46,784+37,303$2,842
MARVELL TECHNOLOGY INC COM 39,178 UNCH $2,777
     MRVL39,178UNCH$2,777
ELI LILLY & CO COM 2,965 -38 $2,307
     LLY2,965-38$2,307
BROADCOM INC COM 1,543 +1,543 $2,045
     AVGO1,543+1,543$2,045
NXP SEMICONDUCTORS N V COM 8,207 +60 $2,033
     NXPI8,207+60$2,033
ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB) 42,020 +4,420 $1,885
     IGEB42,020+4,420$1,885
BERKSHIRE HATHAWAY INC DEL CL B NEW      $1,861
     BRK.B4,426+26$1,861
VANGUARD S&P 500 ETF (VOO) 3,836 -60 $1,844
     VOO3,836-60$1,844
RTX CORPORATION COM 16,014 +2,013 $1,562
     RTX16,014+2,013$1,562
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF (FTEC) 9,843 -804 $1,534
     FTEC9,843-804$1,534
VULCAN MATLS CO COM 5,515 UNCH $1,505
     VMC5,515UNCH$1,505
US BANCORP DEL COM NEW 32,229 +200 $1,441
     USB32,229+200$1,441
UNILEVER PLC SPON ADR NEW 27,215 +354 $1,366
     UL27,215+354$1,366
WELLS FARGO CO NEW COM 22,783 -1,500 $1,320
     WFC22,783-1,500$1,320
IDEX CORP COM 5,274 +188 $1,287
     IEX5,274+188$1,287
TEXAS INSTRS INC COM 7,133 -20,718 $1,243
     TXN7,133-20,718$1,243
NEXTERA ENERGY INC COM 19,047 -275 $1,217
     NEE19,047-275$1,217
NIKE INC CL B 12,873 +1,166 $1,210
     NKE12,873+1,166$1,210
ISHARES CYBERSECURITY & TECH ETF (IHAK) 25,218 +850 $1,181
     IHAK25,218+850$1,181
ISHARES IBONDS 2024 CORP BOND (IBDP) 46,231 -1,953 $1,158
     IBDP46,231-1,953$1,158
GOLDMAN SACHS FUTURE REAL ESTATE AND INFRASTRUCTURE EQUITY ETF (GREI) 34,160 -1,325 $1,147
     GREI34,160-1,325$1,147
WALMART INC COM 18,918 +12,406 $1,138
     WMT18,918+12,406$1,138
CVS HEALTH CORP COM 14,218 UNCH $1,134
     CVS14,218UNCH$1,134
MORGAN STANLEY COM NEW 11,375 +5,700 $1,071
     MS11,375+5,700$1,071
SPDR S&P 500 ETF TRUST (SPY) 2,008 -117 $1,050
     SPY2,008-117$1,050
COCA COLA CO COM 17,122 -275 $1,048
     KO17,122-275$1,048
CENTENE CORP DEL COM 13,072 -175 $1,026
     CNC13,072-175$1,026
TELEFLEX INCORPORATED COM 4,480 +200 $1,013
     TFX4,480+200$1,013
CARRIER GLOBAL CORPORATION COM 17,346 -37 $1,008
     CARR17,346-37$1,008
CROWN CASTLE INC COM 9,260 -1,901 $980
     CCI9,260-1,901$980
FEDEX CORP COM 3,262 +753 $945
     FDX3,262+753$945
EATON CORP PLC SHS 2,823 +2,823 $883
     ETN2,823+2,823$883
UNITEDHEALTH GROUP INC COM 1,754 -15 $868
     UNH1,754-15$868
CHURCH & DWIGHT CO INC COM 8,300 +200 $866
     CHD8,300+200$866
AMERICAN WTR WKS CO INC NEW COM 6,900 -2,600 $843
     AWK6,900-2,600$843
ACCENTURE PLC IRELAND SHS CLASS A 2,410 -66 $835
     ACN2,410-66$835
UNION PAC CORP COM 3,354 -45 $825
     UNP3,354-45$825
ANSYS INC COM 2,300 +1,500 $798
     ANSS2,300+1,500$798
TJX COS INC NEW COM 7,785 +3,250 $790
     TJX7,785+3,250$790
NVIDIA CORPORATION COM 832 -39 $752
     NVDA832-39$752
EXXON MOBIL CORP COM 6,456 -980 $750
     XOM6,456-980$750
AUTOMATIC DATA PROCESSING INC COM 2,704 +300 $675
     ADP2,704+300$675
FIRST SOLAR INC COM 3,959 +840 $668
     FSLR3,959+840$668
EDWARDS LIFESCIENCES CORP COM 6,700 +400 $640
     EW6,700+400$640
JOHNSON & JOHNSON COM 3,889 -23 $615
     JNJ3,889-23$615
ORACLE CORP COM 4,717 +2 $593
     ORCL4,717+2$593
PEPSICO INC COM 3,328 -87 $582
     PEP3,328-87$582
HENRY SCHEIN INC COM 7,300 UNCH $551
     HSIC7,300UNCH$551
INVESCO QQQ TRUST SERIES I 1,197 -97 $531
     QQQ1,197-97$531
FIDELITY NATL INFORMATION SVCS COM 7,094 -2,000 $526
     FIS7,094-2,000$526
IDACORP INC COM 5,583 -139 $519
     IDA5,583-139$519
M & T BK CORP COM 3,350 -700 $487
     MTB3,350-700$487
PACIFIC PREMIER BANCORP COM 19,237 UNCH $462
     PPBI19,237UNCH$462
VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) 5,906 -1,117 $457
     VCSH5,906-1,117$457
LEIDOS HOLDINGS INC COM 3,275 +3,275 $429
     LDOS3,275+3,275$429
COMCAST CORP NEW CL A 9,880 -3,400 $428
     CMCSA9,880-3,400$428
ROBERT HALF INC. COM 5,300 -2,000 $420
     RHI5,300-2,000$420
INTERNATIONAL BUSINESS MACHS COM 2,186 -14 $418
     IBM2,186-14$418
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS) 17,422 +5,098 $415
     IBDS17,422+5,098$415
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 2,262 -176 $413
     VIG2,262-176$413
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 3,778 UNCH $381
     DSI3,778UNCH$381
CORNING INC COM 11,041 -226 $364
     GLW11,041-226$364
NEWMONT CORP COM 9,835 UNCH $352
     NEM9,835UNCH$352
ISHARES CORE DIVIDEND GROWTH ETF (DGRO) 5,894 -120 $342
     DGRO5,894-120$342
GLOBAL X COPPER MINERS ETF (COPX) 8,000 UNCH $339
     COPX8,000UNCH$339
UNITED PARCEL SERVICE INC CL B 2,200 +2 $327
     UPS2,200+2$327
GENUINE PARTS CO COM 2,050 UNCH $318
     GPC2,050UNCH$318
VERALTO CORP COM SHS 3,591 -1,213 $318
     VLTO3,591-1,213$318
ISHARES CORE S&P SMALL CAP ETF (IJR) 2,871 +122 $317
     IJR2,871+122$317
ISHARES RUSSELL 2000 ETF (IWM) 1,505 -155 $317
     IWM1,505-155$317
ABBVIE INC COM 1,645 UNCH $300
     ABBV1,645UNCH$300
MSC INDL DIRECT INC CL A 3,000 UNCH $291
     MSM3,000UNCH$291
MCDONALDS CORP COM 1,009 +5 $285
     MCD1,009+5$285
SPDR GOLD SHARES (GLD) 1,360 +7 $280
     GLD1,360+7$280
VANGUARD TOTAL STOCK MARKET ETF (VTI) 1,040 -85 $270
     VTI1,040-85$270
VERIZON COMMUNICATIONS INC COM 6,229 -925 $261
     VZ6,229-925$261
ISHARES SHORT TREASURY BOND ETF (SHV) 2,323 UNCH $257
     SHV2,323UNCH$257
ENTERPRISE PRODS PARTNERS L P COM 8,494 +6 $248
     EPD8,494+6$248
3M CO COM 2,300 UNCH $244
     MMM2,300UNCH$244
VANGUARD INFORMATION TECHNOLOGY ETF (VGT) 461 -3 $242
     VGT461-3$242
ISHARES MSCI GERMANY ETF (EWG) 7,400 UNCH $235
     EWG7,400UNCH$235
CANADIAN PACIFIC KANSAS CITY COM 2,650 UNCH $234
     CP2,650UNCH$234
WATERS CORP COM 680 UNCH $234
     WAT680UNCH$234
CATERPILLAR INC COM 625 +625 $229
     CAT625+625$229
QUALCOMM INC COM 1,348 +1,348 $228
     QCOM1,348+1,348$228
ISHARES MSCI EMERGING MARKETS EX CHINA ETF (EMXC) 3,950 UNCH $227
     EMXC3,950UNCH$227
AFLAC INC COM 2,606 -304 $224
     AFL2,606-304$224
VANGUARD SMALL CAP ETF (VB) 885 +885 $202
     VB885+885$202
FIRST FNDTN INC COM 16,668 +0 $126
     FFWM16,668UNCH$126
BROADRIDGE FINL SOLUTIONS INC COM $0 (exited)
     BR0-25,537$0
CISCO SYS INC COM $0 (exited)
     CSCO0-4,159$0
DISNEY WALT CO COM $0 (exited)
     DIS0-3,920$0
PFIZER INC COM $0 (exited)
     PFE0-17,650$0
STARBUCKS CORP COM $0 (exited)
     SBUX0-2,230$0
VANGUARD MID CAP ETF 0 -1,034 $0 (exited)
     VO0-1,034$0

See Summary: Buffington Mohr McNeal Top Holdings
See Details: Top 10 Stocks Held By Buffington Mohr McNeal

EntityShares/Amount
Change
Position Value
Change
AVGO +1,543+$2,045
ETN +2,823+$883
LDOS +3,275+$429
CAT +625+$229
QCOM +1,348+$228
VB +885+$202
EntityShares/Amount
Change
Position Value
Change
BR -25,537-$5,254
PFE -17,650-$508
DIS -3,920-$354
VO -1,034-$241
SBUX -2,230-$214
CSCO -4,159-$210
EntityShares/Amount
Change
Position Value
Change
CALF +133,771+$6,806
IBDW +62,103+$1,120
IBDV +60,049+$1,158
IJH +37,303+$214
IBDR +25,950+$591
IBDQ +23,684+$612
JIRE +23,228+$2,402
GOOG +13,938+$2,397
WMT +12,406+$111
RSP +11,437+$2,243
EntityShares/Amount
Change
Position Value
Change
SCHX -24,237+$2,545
TXN -20,718-$3,504
CMCSA -3,400-$154
AWK -2,600-$411
SPGI -2,354-$1,278
XLK -2,018+$1,312
RHI -2,000-$222
FIS -2,000-$20
IBDP -1,953-$42
Size ($ in 1000's)
At 03/31/2024: $552,410
At 12/31/2023: $497,713

Buffington Mohr McNeal holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Buffington Mohr McNeal 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Buffington Mohr McNeal | www.HoldingsChannel.com

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