Mcdonough Capital Management, Inc.
McDonough Capital Management, Inc. is a registered investment advisory firm headquartered in Orlando, Florida. Founded in 1999, the firm offers comprehensive financial planning and portfolio management services tailored to individuals, families, and small businesses. The team combines over 100 years of collective financial services experience, guided by a client-first, personalized approach. The firm is led by licensed financial planners and investment advisors and focuses on helping clients maximize returns, manage risk, and achieve strategic financial goals through educational seminars, retirement planning, insurance, and estate management. McDonough Capital Management operates as an independent, client-oriented company with experience serving a range of client profiles, including high-net-worth individuals and business owners, primarily in the Central Florida area.
Investment Strategy
McDonough Capital Management employs a client-centered, data-driven approach to investment management. The firm focuses on comprehensive financial planning, including retirement, estate, and insurance strategies, designed to build wealth and protect assets while managing risk. Each investment strategy is tailored to the client's financial objectives, risk tolerance, and long-term goals. The firm utilizes diversified portfolios and personalized management, drawing on industry best practices and educational outreach to keep clients informed and involved in the investment process.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 15.59% | $27.8M | 126,803 | $169.60 | $219.39 | +$4.0M |
N NVDA | NVIDIA CORPORATION | 9.20% | $16.4M | 103,931 | $78.17 | $157.99 | +$6.0M |
A AAPL | APPLE INC | 9.13% | $16.3M | 331,764 | $199.24 | $205.17 | -$753.5K |
G GOOG | ALPHABET INC | 8.35% | $14.9M | 83,954 | $145.78 | $177.39 | +$2.2M |
M MSFT | MICROSOFT CORP | 8.14% | $14.5M | 29,191 | $349.17 | $497.41 | +$3.9M |