Mcdonald Partners Llc Buys Janus Henderson Small/Mid Cap Growth Alpha ETF, Sherwin-Williams Co, Sonos Inc, Sells First Trust Capital Strength ETF, SPDR Portfolio S&P 500 ETF, Liberty SiriusXM Group

Investment company Mcdonald Partners Llc (Current Portfolio) buys Janus Henderson Small/Mid Cap Growth Alpha ETF, Sherwin-Williams Co, Sonos Inc, JPMorgan Equity Premium Income ETF, Fox Corp, sells First Trust Capital Strength ETF, SPDR Portfolio S&P 500 ETF, Liberty SiriusXM Group, Western Digital Corp, during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Mcdonald Partners Llc. As of 2021Q3, Mcdonald Partners Llc owns 365 stocks with a total value of $545 million. These are the details of the buys and sells.

For the details of MCDONALD PARTNERS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/mcdonald+partners+llc/current-portfolio/portfolio

These are the top 5 holdings of MCDONALD PARTNERS LLC
  1. Apple Inc (AAPL) - 195,899 shares, 5.09% of the total portfolio. Shares added by 0.49%
  2. Microsoft Corp (MSFT) - 66,331 shares, 3.43% of the total portfolio. Shares added by 0.36%
  3. Vanguard S&P 500 ETF (VOO) - 24,758 shares, 1.79% of the total portfolio. Shares reduced by 1.59%
  4. JPMorgan Chase & Co (JPM) - 54,977 shares, 1.65% of the total portfolio. Shares added by 1.21%
  5. Berkshire Hathaway Inc (BRK.B) - 30,343 shares, 1.52% of the total portfolio. Shares added by 2.06%
New Purchase: Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD)

Mcdonald Partners Llc initiated holding in Janus Henderson Small/Mid Cap Growth Alpha ETF. The purchase prices were between $64.74 and $69.61, with an estimated average price of $67.19. The stock is now traded at around $67.222500. The impact to a portfolio due to this purchase was 0.45%. The holding were 37,385 shares as of 2021-09-30.

New Purchase: Sonos Inc (SONO)

Mcdonald Partners Llc initiated holding in Sonos Inc. The purchase prices were between $32.23 and $41.31, with an estimated average price of $36.1. The stock is now traded at around $32.010000. The impact to a portfolio due to this purchase was 0.22%. The holding were 37,400 shares as of 2021-09-30.

New Purchase: JPMorgan Equity Premium Income ETF (JEPI)

Mcdonald Partners Llc initiated holding in JPMorgan Equity Premium Income ETF. The purchase prices were between $59.27 and $62.07, with an estimated average price of $60.87. The stock is now traded at around $61.980000. The impact to a portfolio due to this purchase was 0.17%. The holding were 15,695 shares as of 2021-09-30.

New Purchase: Seagate Technology Holdings PLC (STX)

Mcdonald Partners Llc initiated holding in Seagate Technology Holdings PLC. The purchase prices were between $81.57 and $94.13, with an estimated average price of $87.06. The stock is now traded at around $89.550000. The impact to a portfolio due to this purchase was 0.11%. The holding were 7,300 shares as of 2021-09-30.

New Purchase: Siren Nasdaq NexGen Economy ETF (BLCN)

Mcdonald Partners Llc initiated holding in Siren Nasdaq NexGen Economy ETF. The purchase prices were between $44.63 and $48.54, with an estimated average price of $46.64. The stock is now traded at around $49.160000. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,265 shares as of 2021-09-30.

New Purchase: Siren DIVCON Leaders Dividend ETF (LEAD)

Mcdonald Partners Llc initiated holding in Siren DIVCON Leaders Dividend ETF. The purchase prices were between $53.23 and $56.73, with an estimated average price of $55.15. The stock is now traded at around $57.424900. The impact to a portfolio due to this purchase was 0.09%. The holding were 8,782 shares as of 2021-09-30.

Added: Sherwin-Williams Co (SHW)

Mcdonald Partners Llc added to a holding in Sherwin-Williams Co by 75.79%. The purchase prices were between $273.09 and $308.7, with an estimated average price of $292.63. The stock is now traded at around $321.420000. The impact to a portfolio due to this purchase was 0.31%. The holding were 13,805 shares as of 2021-09-30.

Added: Fox Corp (FOXA)

Mcdonald Partners Llc added to a holding in Fox Corp by 93.15%. The purchase prices were between $34.72 and $40.25, with an estimated average price of $36.83. The stock is now traded at around $40.760000. The impact to a portfolio due to this purchase was 0.14%. The holding were 39,874 shares as of 2021-09-30.

Added: Las Vegas Sands Corp (LVS)

Mcdonald Partners Llc added to a holding in Las Vegas Sands Corp by 57.47%. The purchase prices were between $35.59 and $53.13, with an estimated average price of $43.05. The stock is now traded at around $39.740000. The impact to a portfolio due to this purchase was 0.11%. The holding were 45,345 shares as of 2021-09-30.

Added: Melco Resorts and Entertainment Ltd (MLCO)

Mcdonald Partners Llc added to a holding in Melco Resorts and Entertainment Ltd by 292.11%. The purchase prices were between $9.9 and $16.82, with an estimated average price of $13.22. The stock is now traded at around $11.130000. The impact to a portfolio due to this purchase was 0.08%. The holding were 58,224 shares as of 2021-09-30.

Added: Royal Dutch Shell PLC (RDS.B)

Mcdonald Partners Llc added to a holding in Royal Dutch Shell PLC by 73.80%. The purchase prices were between $35.85 and $44.27, with an estimated average price of $39.59. The stock is now traded at around $47.240000. The impact to a portfolio due to this purchase was 0.07%. The holding were 20,488 shares as of 2021-09-30.

Added: Union Pacific Corp (UNP)

Mcdonald Partners Llc added to a holding in Union Pacific Corp by 44.65%. The purchase prices were between $196.01 and $228.35, with an estimated average price of $216.07. The stock is now traded at around $242.300000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,209 shares as of 2021-09-30.

Sold Out: First Trust Capital Strength ETF (FTCS)

Mcdonald Partners Llc sold out a holding in First Trust Capital Strength ETF. The sale prices were between $74.82 and $79.76, with an estimated average price of $77.79.

Sold Out: Liberty SiriusXM Group (LSXMK)

Mcdonald Partners Llc sold out a holding in Liberty SiriusXM Group. The sale prices were between $43.95 and $50.1, with an estimated average price of $47.39.

Sold Out: Western Digital Corp (WDC)

Mcdonald Partners Llc sold out a holding in Western Digital Corp. The sale prices were between $55.47 and $70.89, with an estimated average price of $62.94.

Sold Out: Biogen Inc (BIIB)

Mcdonald Partners Llc sold out a holding in Biogen Inc. The sale prices were between $282.99 and $369.05, with an estimated average price of $328.16.

Sold Out: (SNR)

Mcdonald Partners Llc sold out a holding in . The sale prices were between $8.43 and $9.31, with an estimated average price of $8.9.

Sold Out: Mastercard Inc (MA)

Mcdonald Partners Llc sold out a holding in Mastercard Inc. The sale prices were between $337.38 and $393.26, with an estimated average price of $363.45.



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