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MCDONALD PARTNERS LLC - Portfolio Stock Holdings

Report Period:

June 30, 2025

No. of Stocks:

247

Est. Stock Holding Value:

$409,131,083

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MCDONALD PARTNERS LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - MCDONALD PARTNERS LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.