Buffington Mohr Mcneal Top Holdings and 13F Report (2024) About Buffington Mohr McnealInvestment ActivityBuffington Mohr Mcneal has $608.00 million in total holdings as of September 30, 2024.Buffington Mohr Mcneal owns shares of 130 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 5.72% of the portfolio was purchased this quarter.About 3.19% of the portfolio was sold this quarter.This quarter, Buffington Mohr Mcneal has purchased 123 new stocks and bought additional shares in 49 stocks.Buffington Mohr Mcneal sold shares of 49 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Large-Cap ETF $47,618,770Microsoft $32,129,293Costco Wholesale $31,327,167iShares Core S&P 500 ETF $28,426,449Technology Select Sector SPDR Fund $24,061,282 Largest New Holdings this Quarter Parker-Hannifin $3,015,045 HoldingArrowhead Pharmaceuticals $581,100 HoldingSouthern $256,562 HoldingISHARES IBONDS DEC 2030 TERM MUNI BOND ETF $255,676 HoldingiShares iBonds Dec 2029 Term Muni Bond ETF $255,410 Holding Largest Purchases this Quarter Janus Henderson AAA CLO ETF 172,990 shares (about $8.80M)Broadcom 29,857 shares (about $5.15M)iShares Core S&P 500 ETF 6,884 shares (about $3.97M)Parker-Hannifin 4,772 shares (about $3.02M)Alphabet 12,170 shares (about $2.03M) Largest Sales this Quarter Honeywell International 39,021 shares (about $8.07M)iShares iBonds Dec 2025 Term Corporate ETF 169,500 shares (about $4.25M)Invesco S&P 500 Equal Weight ETF 8,148 shares (about $1.46M)Alphabet 5,912 shares (about $980.51K)Abbott Laboratories 6,088 shares (about $694.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBuffington Mohr Mcneal Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$47,618,770$573,672 ▲1.2%701,8247.8%ETFMSFTMicrosoft$32,129,293$280,126 ▲0.9%74,6675.3%Computer and TechnologyCOSTCostco Wholesale$31,327,167$132,092 ▲0.4%35,3375.2%Retail/WholesaleIVViShares Core S&P 500 ETF$28,426,449$3,970,854 ▲16.2%49,2814.7%ETFXLKTechnology Select Sector SPDR Fund$24,061,282$164,353 ▼-0.7%106,5794.0%ETFCALFPacer US Small Cap Cash Cows 100 ETF$17,924,663$943,611 ▲5.6%385,3112.9%ETFJIREJPMorgan International Research Enhanced Equity ETF$17,895,056$734,980 ▲4.3%271,0142.9%ETFDHRDanaher$17,455,565$216,857 ▼-1.2%62,7852.9%Multi-Sector ConglomeratesTMOThermo Fisher Scientific$16,838,415$120,619 ▼-0.7%27,2222.8%MedicalAPHAmphenol$16,463,791$123,869 ▲0.8%252,6672.7%Computer and TechnologyURIUnited Rentals$16,028,201$24,291 ▼-0.2%19,7952.6%ConstructionKKRKKR & Co. Inc.$15,295,876$156,957 ▲1.0%117,1382.5%FinanceJPMJPMorgan Chase & Co.$14,319,120$198,842 ▲1.4%67,9082.4%FinanceIBDRiShares iBonds Dec 2026 Term Corporate ETF$14,205,372$444,180 ▲3.2%584,5832.3%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$13,634,345$527,041 ▲4.0%642,5232.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$13,470,655$313,528 ▲2.4%607,6072.2%ETFAAPLApple$13,240,011$821,093 ▲6.6%56,8242.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$11,802,791$8,801,735 ▲293.3%231,9731.9%ETFAMZNAmazon.com$11,477,678$446,258 ▲4.0%61,5991.9%Retail/WholesaleVVisa$11,409,998$197,691 ▲1.8%41,4981.9%Business ServicesAMEAMETEK$11,014,062$74,351 ▼-0.7%64,1431.8%Computer and TechnologyAMDAdvanced Micro Devices$10,006,911$332,590 ▲3.4%60,9881.6%Computer and TechnologyMRKMerck & Co., Inc.$9,507,929$66,773 ▲0.7%83,7261.6%MedicalGOOGAlphabet$9,097,182$2,034,711 ▲28.8%54,4121.5%Computer and TechnologyAPDAir Products and Chemicals$8,976,513$356,393 ▼-3.8%30,1491.5%Basic MaterialsECLEcolab$8,609,955$286,224 ▲3.4%33,7211.4%Basic MaterialsABTAbbott Laboratories$8,371,471$694,088 ▼-7.7%73,4281.4%MedicalRSGRepublic Services$8,095,092$620,799 ▲8.3%40,3061.3%Business ServicesIBDQiShares iBonds Dec 2025 Term Corporate ETF$7,942,073$4,254,453 ▼-34.9%316,4171.3%ETFBACBank of America$7,747,077$183,837 ▲2.4%195,2391.3%FinanceSPGIS&P Global$6,874,194$562,087 ▼-7.6%13,3061.1%Business ServicesFCXFreeport-McMoRan$6,021,906$175,719 ▲3.0%120,6311.0%Basic MaterialsFIFiserv$5,902,760$55,871 ▼-0.9%32,8571.0%Business ServicesAVGOBroadcom$5,617,038$5,150,260 ▲1,103.4%32,5630.9%Computer and TechnologyELVElevance Health$5,555,653$381,678 ▲7.4%10,6840.9%MedicalRSPInvesco S&P 500 Equal Weight ETF$5,512,169$1,459,783 ▼-20.9%30,7670.9%ETFHDHome Depot$5,016,373$93,196 ▼-1.8%12,3800.8%Retail/WholesaleMUMicron Technology$4,708,261$9,541 ▲0.2%45,3980.8%Computer and TechnologyCVXChevron$4,197,215$3,976 ▲0.1%28,5000.7%Oils/EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,602,530$346,293 ▼-8.8%68,4110.6%ManufacturingPHParker-Hannifin$3,015,045$3,015,045 ▲New Holding4,7720.5%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$2,893,284$23,370 ▼-0.8%46,4260.5%ETFMRVLMarvell Technology$2,624,158$12,260 ▲0.5%36,3860.4%Business ServicesGOOGLAlphabet$2,417,595$980,505 ▼-28.9%14,5770.4%Computer and TechnologyLLYEli Lilly and Company$2,380,586$111,631 ▼-4.5%2,6870.4%MedicalVOOVanguard S&P 500 ETF$2,184,730$151,981 ▲7.5%4,1400.4%ETFBRK.BBerkshire Hathaway$2,165,845$220,911 ▲11.4%4,7060.4%FinanceHONHoneywell International$2,046,478$8,066,224 ▼-79.8%9,9000.3%Multi-Sector ConglomeratesNXPINXP Semiconductors$1,925,254$32,400 ▼-1.7%8,0220.3%Computer and TechnologyULUnilever$1,913,397$2,274 ▼-0.1%29,4550.3%Consumer StaplesRTXRTX$1,862,593$1,696 ▲0.1%15,3730.3%AerospaceFTECFidelity MSCI Information Technology Index ETF$1,696,315$17,450 ▼-1.0%9,7210.3%ETFNEENextEra Energy$1,637,600$21,133 ▲1.3%19,3730.3%UtilitiesIGEBiShares Investment Grade Bond Factor ETF$1,593,317$428,779 ▼-21.2%34,2870.3%ETFTXNTexas Instruments$1,477,595$3,099 ▲0.2%7,1530.2%Computer and TechnologyUSBU.S. Bancorp$1,471,729$11,981 ▼-0.8%32,1830.2%FinanceIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,440,779$505,336 ▲54.0%59,1210.2%ETFVMCVulcan Materials$1,374,861$6,261 ▼-0.5%5,4900.2%ConstructionWFCWells Fargo & Company$1,288,079$1,073 ▲0.1%22,8020.2%FinanceCARRCarrier Global$1,235,2000.0%15,3460.2%Computer and TechnologyIHAKiShares Cybersecurity and Tech ETF$1,214,503$14,622 ▼-1.2%24,9180.2%ETFWMTWalmart$1,213,534$112,729 ▲10.2%15,0280.2%Retail/WholesaleFSLRFirst Solar$1,193,820$215,017 ▲22.0%4,7860.2%Oils/EnergyGREIGoldman Sachs Future Real Estate and Infrastructure Equity ETF$1,190,325$96,431 ▼-7.5%31,6000.2%ETFMSMorgan Stanley$1,185,7300.0%11,3750.2%FinanceSPYSPDR S&P 500 ETF Trust$1,182,519$36,147 ▲3.2%2,0610.2%FinanceIBDPiShares iBonds Dec 2024 Term Corporate ETF$1,174,962$20,723 ▼-1.7%46,6070.2%ETFNKENIKE$1,163,404$18,740 ▼-1.6%13,1610.2%Consumer DiscretionaryKOCoca-Cola$1,143,261$66,109 ▼-5.5%15,9100.2%Consumer StaplesETNEaton$1,127,559$66,288 ▲6.2%3,4020.2%Industrial ProductsNVDANVIDIA$1,118,252$27,082 ▲2.5%9,2080.2%Computer and TechnologyIEXIDEX$1,101,8870.0%5,1370.2%Industrial ProductsTFXTeleflex$1,083,2620.0%4,3800.2%MedicalUNHUnitedHealth Group$1,041,512$7,602 ▼-0.7%1,7810.2%MedicalCNCCentene$984,0600.0%13,0720.2%MedicalTJXTJX Companies$934,090$12,224 ▲1.3%7,9470.2%Retail/WholesaleANSSANSYS$924,0270.0%2,9000.2%Computer and TechnologyFDXFedEx$892,765$1,368 ▼-0.2%3,2620.1%TransportationCHDChurch & Dwight$869,1760.0%8,3000.1%Consumer StaplesUNPUnion Pacific$829,405$493 ▼-0.1%3,3650.1%TransportationXOMExxon Mobil$819,719$69,511 ▲9.3%6,9930.1%Oils/EnergyCCICrown Castle$806,6840.0%6,8000.1%FinanceORCLOracle$803,7770.0%4,7170.1%Computer and TechnologyADPAutomatic Data Processing$682,970$65,308 ▼-8.7%2,4680.1%Business ServicesAWKAmerican Water Works$647,112$6,581 ▼-1.0%4,4250.1%UtilitiesACNAccenture$618,590$243,194 ▼-28.2%1,7500.1%Computer and TechnologyJNJJohnson & Johnson$598,315$23,822 ▼-3.8%3,6920.1%MedicalMTBM&T Bank$596,7020.0%3,3500.1%FinanceQQQInvesco QQQ$585,579$488 ▲0.1%1,2000.1%FinanceARWRArrowhead Pharmaceuticals$581,100$581,100 ▲New Holding30,0000.1%MedicalLDOSLeidos$574,575$20,375 ▲3.7%3,5250.1%AerospaceVTIVanguard Total Stock Market ETF$537,540$245,830 ▲84.3%1,8980.1%ETFNEMNewmont$525,6810.0%9,8350.1%Basic MaterialsPEPPepsiCo$518,653$6,802 ▼-1.3%3,0500.1%Consumer StaplesIDAIDACORP$512,563$52,679 ▼-9.3%4,9720.1%UtilitiesPPBIPacific Premier Bancorp$484,0030.0%19,2370.1%FinanceGLWCorning$462,3670.0%10,2410.1%Computer and TechnologyIBMInternational Business Machines$439,2810.0%1,9870.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$435,336$3,961 ▼-0.9%2,1980.1%ETFVERALTO CORP COM SHS$424,0610.0%3,7910.1%StockShowing largest 100 holdings. 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