Chief Operating Officer

0001172661-23-000202.txt : 20230118 0001172661-23-000202.hdr.sgml : 20230118 20230118163130 ACCESSION NUMBER: 0001172661-23-000202 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230118 DATE AS OF CHANGE: 20230118 EFFECTIVENESS DATE: 20230118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: MCDONALD PARTNERS LLC CENTRAL INDEX KEY: 0001331074 IRS NUMBER: 202714559 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21003 FILM NUMBER: 23534812 BUSINESS ADDRESS: STREET 1: 1301 EAST 9TH STREET STREET 2: SUITE 3700 CITY: CLEVELAND STATE: OH ZIP: 44114 BUSINESS PHONE: 216-912-1466 MAIL ADDRESS: STREET 1: 1301 EAST 9TH STREET STREET 2: SUITE 3700 CITY: CLEVELAND STATE: OH ZIP: 44114 FORMER COMPANY: FORMER CONFORMED NAME: MCDONALD PARTNERS, LLC DATE OF NAME CHANGE: 20100714 FORMER COMPANY: FORMER CONFORMED NAME: THOMAS MCDONALD PARTNERS, LLC DATE OF NAME CHANGE: 20060220 FORMER COMPANY: FORMER CONFORMED NAME: THOMAS MCDONALD & ASSOCIATES LLC DATE OF NAME CHANGE: 20050622 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001331074 XXXXXXXX 12-31-2022 12-31-2022 false MCDONALD PARTNERS LLC

1301 East 9th Street Suite 3700 Cleveland OH 44114

13F HOLDINGS REPORT 028-21003 000135414 801-64294 N Jon Lucas Chief Operating Officer 216-912-1466 /s/ Jon Lucas Cleveland OH 01-18-2023 0 228 292745086 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 1372703 11447 SH SOLE 0 0 11447 ABB LTD SPONSORED ADR 000375204 243832 8005 SH SOLE 0 0 8005 ABBOTT LABS COM 002824100 1600867 14581 SH SOLE 0 0 14581 ABBVIE INC COM 00287Y109 2709050 16763 SH SOLE 0 0 16763 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2914580 10923 SH SOLE 0 0 10923 ADOBE SYSTEMS INCORPORATED COM 00724F101 3433616 10203 SH SOLE 0 0 10203 ADVANCED MICRO DEVICES INC COM 007903107 595431 9193 SH SOLE 0 0 9193 AFLAC INC COM 001055102 1665620 23153 SH SOLE 0 0 23153 AIR PRODS & CHEMS INC COM 009158106 1169825 3795 SH SOLE 0 0 3795 ALBEMARLE CORP COM 012653101 306857 1415 SH SOLE 0 0 1415 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 381518 4331 SH SOLE 0 0 4331 ALPHABET INC CAP STK CL C 02079K107 2188703 24667 SH SOLE 0 0 24667 ALPHABET INC CAP STK CL A 02079K305 857596 9720 SH SOLE 0 0 9720 ALPS ETF TR ALERIAN MLP 00162Q452 647797 17016 SH SOLE 0 0 17016 AMAZON COM INC COM 023135106 1431780 17045 SH SOLE 0 0 17045 AMBARELLA INC SHS G037AX101 1658661 20171 SH SOLE 0 0 20171 AMERICAN ELEC PWR CO INC COM 025537101 354258 3731 SH SOLE 0 0 3731 AMERICAN TOWER CORP NEW COM 03027X100 1481703 6994 SH SOLE 0 0 6994 AMERICAN WTR WKS CO INC NEW COM 030420103 387411 2542 SH SOLE 0 0 2542 AMGEN INC COM 031162100 5511432 20985 SH SOLE 0 0 20985 ANALOG DEVICES INC COM 032654105 1231223 7506 SH SOLE 0 0 7506 APOLLO GLOBAL MGMT INC COM 03769M106 535836 8400 SH SOLE 0 0 8400 APPLE INC COM 037833100 11451195 88134 SH SOLE 0 0 88134 ARES CAPITAL CORP COM 04010L103 326139 17658 SH SOLE 0 0 17658 ARES COML REAL ESTATE CORP COM 04013V108 340703 33110 SH SOLE 0 0 33110 ARK ETF TR INNOVATION ETF 00214Q104 662290 21200 SH SOLE 0 0 21200 AT&T INC COM 00206R102 803347 43636 SH SOLE 0 0 43636 ATMOS ENERGY CORP COM 049560105 284078 2535 SH SOLE 0 0 2535 AUTODESK INC COM 052769106 409806 2193 SH SOLE 0 0 2193 AUTOMATIC DATA PROCESSING IN COM 053015103 975142 4082 SH SOLE 0 0 4082 BANCO SANTANDER S.A. 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