Buffington Mohr McNeal

Buffington Mohr McNeal as of March 31, 2024

Portfolio Holdings for Buffington Mohr McNeal

Buffington Mohr McNeal holds 129 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U.s. Large-cap Etf Etf (SCHX) 7.8 $43M 691k 62.06
Microsoft Corp Stock (MSFT) 5.6 $31M 73k 420.72
Costco Whsl Corp Stock (COST) 4.7 $26M 36k 732.62
Technology Select Sector Spdr Fund Etf (XLK) 4.1 $22M 108k 208.27
Ishares Core S&p 500 Etf Etf (IVV) 3.7 $20M 39k 525.73
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 3.0 $17M 337k 49.16
Thermo Fisher Scientific Stock (TMO) 2.9 $16M 28k 581.22
Danaher Corporation Stock (DHR) 2.9 $16M 64k 249.72
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE) 2.8 $16M 250k 62.62
Amphenol Corp New Cl A Stock (APH) 2.7 $15M 131k 115.35
United Rentals Stock (URI) 2.7 $15M 21k 721.10
Ishares Ibonds 2026 Corp Bond Etf (IBDR) 2.5 $14M 570k 23.85
Jpmorgan Chase & Co Stock (JPM) 2.4 $13M 65k 200.30
Ishares Ibonds 2025 Corp Bond Etf (IBDQ) 2.3 $13M 516k 24.81
Ishares Ibonds 2030 Corp Bond Etf (IBDV) 2.3 $13M 587k 21.40
Ishares Ibonds 2031 Corp Bond Etf (IBDW) 2.2 $12M 606k 20.49
Kkr & Co Stock (KKR) 2.2 $12M 119k 100.58
Ametek Stock (AME) 2.1 $12M 63k 182.90
Visa Inc Com Cl A Stock (V) 2.0 $11M 40k 279.08
Merck & Co Stock (MRK) 2.0 $11M 83k 131.95
Abbott Labs Stock (ABT) 1.9 $11M 93k 113.66
Honeywell Intl Stock (HON) 1.9 $10M 50k 205.25
Advanced Micro Devices Stock (AMD) 1.8 $10M 56k 180.49
Amazon Stock (AMZN) 1.8 $10M 56k 180.38
Apple Stock (AAPL) 1.7 $9.2M 54k 171.48
Air Prods & Chems Stock (APD) 1.4 $7.6M 31k 242.27
Ecolab Stock (ECL) 1.3 $7.3M 32k 230.90
S&p Global Stock (SPGI) 1.2 $6.8M 16k 425.46
Bank America Corp Stock (BAC) 1.2 $6.5M 170k 37.92
Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.2 $6.4M 38k 169.37
Republic Svcs Stock (RSG) 1.1 $6.3M 33k 191.44
Alphabet Inc Cap Stk Cl C Stock (GOOG) 1.1 $5.8M 38k 152.26
Fiserv Stock (FI) 1.0 $5.7M 36k 159.82
Freeport-mcmoran Inc Cl B Stock (FCX) 1.0 $5.3M 114k 47.02
Micron Technology Stock (MU) 1.0 $5.3M 45k 117.89
Elevance Health Stock (ELV) 0.9 $4.8M 9.2k 518.55
Home Depot Stock (HD) 0.8 $4.6M 12k 383.60
Chevron Corp Stock (CVX) 0.8 $4.5M 28k 157.74
Ishares Short Term Corporate Bond Etf (IGSB) 0.7 $4.1M 80k 51.28
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.6 $3.2M 21k 150.93
Ishares Core S&p Mid-cap Etf Etf (IJH) 0.5 $2.8M 47k 60.74
Marvell Technology Stock (MRVL) 0.5 $2.8M 39k 70.88
Eli Lilly & Co Stock (LLY) 0.4 $2.3M 3.0k 777.96
Broadcom Stock (AVGO) 0.4 $2.0M 1.5k 1325.41
Nxp Semiconductors N V Stock (NXPI) 0.4 $2.0M 8.2k 247.76
Ishares Investment Grade Systematic Bond Etf Etf (IGEB) 0.3 $1.9M 42k 44.85
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.3 $1.9M 4.4k 420.49
Vanguard S&p 500 Etf Etf (VOO) 0.3 $1.8M 3.8k 480.70
Rtx Corporation Stock (RTX) 0.3 $1.6M 16k 97.53
Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.3 $1.5M 9.8k 155.84
Vulcan Matls Stock (VMC) 0.3 $1.5M 5.5k 272.92
Us Bancorp Del Stock (USB) 0.3 $1.4M 32k 44.70
Unilever Adr (UL) 0.2 $1.4M 27k 50.19
Wells Fargo Stock (WFC) 0.2 $1.3M 23k 57.96
Idex Corp Stock (IEX) 0.2 $1.3M 5.3k 244.02
Texas Instrs Stock (TXN) 0.2 $1.2M 7.1k 174.21
Nextera Energy Stock (NEE) 0.2 $1.2M 19k 63.91
Nike Inc Cl B Stock (NKE) 0.2 $1.2M 13k 93.98
Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.2 $1.2M 25k 46.85
Ishares Ibonds 2024 Corp Bond Etf (IBDP) 0.2 $1.2M 46k 25.05
Goldman Sachs Future Real Estate And Infrastructure Equity Etf Etf (GREI) 0.2 $1.1M 34k 33.58
Walmart Stock (WMT) 0.2 $1.1M 19k 60.17
Cvs Health Corp Stock (CVS) 0.2 $1.1M 14k 79.76
Morgan Stanley Stock (MS) 0.2 $1.1M 11k 94.16
Spdr S&p 500 Etf Trust Etf (SPY) 0.2 $1.1M 2.0k 523.07
Coca Cola Stock (KO) 0.2 $1.0M 17k 61.18
Centene Corp Del Stock (CNC) 0.2 $1.0M 13k 78.48
Teleflex Incorporated Stock (TFX) 0.2 $1.0M 4.5k 226.17
Carrier Global Corporation Stock (CARR) 0.2 $1.0M 17k 58.13
Crown Castle Reit (CCI) 0.2 $980k 9.3k 105.83
Fedex Corp Stock (FDX) 0.2 $945k 3.3k 289.75
Eaton Corp Stock (ETN) 0.2 $883k 2.8k 312.68
Unitedhealth Group Stock (UNH) 0.2 $868k 1.8k 494.79
Church & Dwight Stock (CHD) 0.2 $866k 8.3k 104.31
American Wtr Wks Stock (AWK) 0.2 $843k 6.9k 122.21
Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $835k 2.4k 346.61
Union Pac Corp Stock (UNP) 0.1 $825k 3.4k 245.93
Ansys Stock (ANSS) 0.1 $799k 2.3k 347.16
Tjx Cos Stock (TJX) 0.1 $790k 7.8k 101.42
Nvidia Corporation Stock (NVDA) 0.1 $752k 832.00 903.72
Exxon Mobil Corp Stock (XOM) 0.1 $750k 6.5k 116.24
Automatic Data Processing Stock (ADP) 0.1 $675k 2.7k 249.74
First Solar Stock (FSLR) 0.1 $668k 4.0k 168.80
Edwards Lifesciences Corp Stock (EW) 0.1 $640k 6.7k 95.56
Johnson & Johnson Stock (JNJ) 0.1 $615k 3.9k 158.19
Oracle Corp Stock (ORCL) 0.1 $593k 4.7k 125.61
Pepsico Stock (PEP) 0.1 $582k 3.3k 175.01
Henry Schein Stock (HSIC) 0.1 $551k 7.3k 75.52
Invesco Qqq Trust Series I Etf (QQQ) 0.1 $532k 1.2k 444.02
Fidelity Natl Information Svcs Stock (FIS) 0.1 $526k 7.1k 74.18
Idacorp Stock (IDA) 0.1 $519k 5.6k 92.89
M & T Bk Corp Stock (MTB) 0.1 $487k 3.4k 145.44
Pacific Premier Bancorp Stock (PPBI) 0.1 $462k 19k 24.00
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $457k 5.9k 77.31
Leidos Holdings Stock (LDOS) 0.1 $429k 3.3k 131.09
Comcast Corp New Cl A Stock (CMCSA) 0.1 $428k 9.9k 43.35
Robert Half Stock (RHI) 0.1 $420k 5.3k 79.28
International Business Machs Stock (IBM) 0.1 $418k 2.2k 190.99
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS) 0.1 $415k 17k 23.80
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $413k 2.3k 182.61
Ishares Msci Kld 400 Social Etf Etf (DSI) 0.1 $381k 3.8k 100.82
Corning Stock (GLW) 0.1 $364k 11k 32.96
Newmont Corp Stock (NEM) 0.1 $353k 9.8k 35.84
Ishares Core Dividend Growth Etf Etf (DGRO) 0.1 $342k 5.9k 58.06
Global X Copper Miners Etf Etf (COPX) 0.1 $339k 8.0k 42.43
United Parcel Service Inc Cl B Stock (UPS) 0.1 $327k 2.2k 148.61
Veralto Corp Stock (VLTO) 0.1 $318k 3.6k 88.66
Genuine Parts Stock (GPC) 0.1 $318k 2.1k 154.93
Ishares Core S&p Small Cap Etf Etf (IJR) 0.1 $317k 2.9k 110.52
Ishares Russell 2000 Etf Etf (IWM) 0.1 $317k 1.5k 210.30
Abbvie Stock (ABBV) 0.1 $300k 1.6k 182.10
Msc Indl Direct Inc Cl A Stock (MSM) 0.1 $291k 3.0k 97.04
Mcdonalds Corp Stock (MCD) 0.1 $285k 1.0k 282.02
Spdr Gold Shares Etf (GLD) 0.1 $280k 1.4k 205.72
Vanguard Total Stock Market Etf Etf (VTI) 0.0 $270k 1.0k 259.91
Verizon Communications Stock (VZ) 0.0 $261k 6.2k 41.96
Ishares Short Treasury Bond Etf Etf (SHV) 0.0 $257k 2.3k 110.54
Enterprise Prods Partners Stock (EPD) 0.0 $248k 8.5k 29.18
3M Stock (MMM) 0.0 $244k 2.3k 106.07
Vanguard Information Technology Etf Etf (VGT) 0.0 $242k 461.00 524.34
Ishares Msci Germany Etf Etf (EWG) 0.0 $235k 7.4k 31.75
Waters Corp Stock (WAT) 0.0 $234k 680.00 344.23
Canadian Pacific Kansas City Stock (CP) 0.0 $234k 2.7k 88.17
Caterpillar Stock (CAT) 0.0 $229k 625.00 366.43
Qualcomm Stock (QCOM) 0.0 $228k 1.3k 169.26
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) 0.0 $227k 4.0k 57.57
Aflac Stock (AFL) 0.0 $224k 2.6k 85.86
Vanguard Small-cap Etf Etf (VB) 0.0 $202k 885.00 228.59
First Fndtn Stock (FFWM) 0.0 $126k 17k 7.55