Chief Operating Officer

0001172661-23-001720.txt : 20230419 0001172661-23-001720.hdr.sgml : 20230419 20230419085502 ACCESSION NUMBER: 0001172661-23-001720 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230419 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230419 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: 23828560 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 03-31-2023 03-31-2023 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 04-12-2023 0 235 308666202 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 562677 5353 SH SOLE 0 0 5353 ABBOTT LABS COM 002824100 1500687 14820 SH SOLE 0 0 14820 ABBVIE INC COM 00287Y109 2781666 17454 SH SOLE 0 0 17454 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3122205 10924 SH SOLE 0 0 10924 ADOBE SYSTEMS INCORPORATED COM 00724F101 3941564 10228 SH SOLE 0 0 10228 ADVANCED MICRO DEVICES INC COM 007903107 871211 8889 SH SOLE 0 0 8889 AFLAC INC COM 001055102 1498853 23231 SH SOLE 0 0 23231 AIR PRODS & CHEMS INC COM 009158106 1104143 3844 SH SOLE 0 0 3844 ALBEMARLE CORP COM 012653101 316087 1430 SH SOLE 0 0 1430 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 766759 7504 SH SOLE 0 0 7504 ALPHABET INC CAP STK CL A 02079K305 1003069 9670 SH SOLE 0 0 9670 ALPHABET INC CAP STK CL C 02079K107 2543424 24456 SH SOLE 0 0 24456 ALPS ETF TR ALERIAN MLP 00162Q452 663071 17156 SH SOLE 0 0 17156 AMAZON COM INC COM 023135106 1983891 19207 SH SOLE 0 0 19207 AMBARELLA INC SHS G037AX101 1553897 20071 SH SOLE 0 0 20071 AMERICAN ELEC PWR CO INC COM 025537101 325835 3581 SH SOLE 0 0 3581 AMERICAN TOWER CORP NEW COM 03027X100 1463908 7164 SH SOLE 0 0 7164 AMERICAN WTR WKS CO INC NEW COM 030420103 380705 2599 SH SOLE 0 0 2599 AMGEN INC COM 031162100 5123156 21192 SH SOLE 0 0 21192 ANALOG DEVICES INC COM 032654105 1444884 7326 SH SOLE 0 0 7326 APOLLO GLOBAL MGMT INC COM 03769M106 541597 8575 SH SOLE 0 0 8575 APPLE INC COM 037833100 14782991 89648 SH SOLE 0 0 89648 APPLIED MATLS INC COM 038222105 203898 1660 SH SOLE 0 0 1660 ARES CAPITAL CORP COM 04010L103 561715 30737 SH SOLE 0 0 30737 ARES COML REAL ESTATE CORP COM 04013V108 280350 30842 SH SOLE 0 0 30842 ARK ETF TR INNOVATION ETF 00214Q104 861100 21346 SH SOLE 0 0 21346 AT&T INC COM 00206R102 1103279 57313 SH SOLE 0 0 57313 ATMOS ENERGY CORP COM 049560105 306217 2725 SH SOLE 0 0 2725 AUTODESK INC COM 052769106 456495 2193 SH SOLE 0 0 2193 AUTOMATIC DATA PROCESSING IN COM 053015103 901980 4051 SH SOLE 0 0 4051 BANCO SANTANDER S.A. 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