Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $126M, Ishares Core S&P 500 ETF with a value of $112M, Ishares Tr Russell 1000 ETF with a value of $111M, Fidelity Merrimack Str Tr Tota with a value of $97.7M, and Ishares Tr with a value of $74.4M.

Examining the 13F form we can see an increase of $100M in the current position value, from $1.72B to 1.82B.

Below you can find more details about Mc Kinley Carter Wealth Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.82 Billion
ETFs: $1.34 Billion
Technology: $151 Million
Consumer Cyclical: $63.5 Million
Financial Services: $62.7 Million
Industrials: $60.4 Million
Communication Services: $48.6 Million
Healthcare: $35.4 Million
Consumer Defensive: $33.1 Million
Other: $17.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Million 6.94% of portfolio
1,720,748
Q3 2025 Added 0.57%
$0
$112 Million 6.15% of portfolio
167,297
Q3 2025 Added 0.58%
$0
$111 Million 6.07% of portfolio
302,543
Q3 2025 Reduced 0.42%
$0
$97.7 Million 5.36% of portfolio
2,113,419
Q3 2025 Added 5.76%
$0
$74.4 Million 4.08% of portfolio
851,775
Q3 2025 Reduced 0.24%
$0
$64.9 Million 3.56% of portfolio
647,528
Q3 2025 Added 0.62%
$0
$58.6 Million 3.22% of portfolio
977,845
Q3 2025 Reduced 2.13%
$0
$45.7 Million 2.51% of portfolio
1,975,529
Q3 2025 Added 2.45%
$0
$44.4 Million 2.44% of portfolio
322,162
Q3 2025 Added 1.62%
$4.3T
$35.1 Million 1.93% of portfolio
137,908
Q3 2025 Reduced 2.24%
$0
$29.6 Million 1.62% of portfolio
143,183
Q3 2025 Reduced 3.1%
$139B
$28.2 Million 1.55% of portfolio
85,444
Q3 2025 Reduced 5.99%
$0
$27.2 Million 1.49% of portfolio
96,423
Q3 2025 Reduced 2.24%
$0
$25.9 Million 1.42% of portfolio
383,799
Q3 2025 Reduced 1.85%
$0
$24.6 Million 1.35% of portfolio
571,703
Q3 2025 Reduced 2.14%
$0
$24.6 Million 1.35% of portfolio
52,552
Q3 2025 Reduced 0.84%
$0
$23.8 Million 1.31% of portfolio
465,235
Q3 2025 Added 3.5%
$3.78T
$23.9 Million 1.31% of portfolio
46,107
Q3 2025 Reduced 1.64%
$0
$23.2 Million 1.27% of portfolio
432,804
Q3 2025 Added 1.52%
$0
$22.6 Million 1.24% of portfolio
135,879
Q3 2025 Reduced 34.47%
$0
$22.3 Million 1.23% of portfolio
414,427
Q3 2025 Reduced 1.76%
$0
$21.2 Million 1.16% of portfolio
152,156
Q3 2025 Added 4.76%
$1.65T
$19.2 Million 1.05% of portfolio
78,994
Q3 2025 Reduced 1.62%
$0
$18.3 Million 1.01% of portfolio
221,778
Q3 2025 Reduced 0.04%
$0
$18.2 Million 1.0% of portfolio
152,880
Q3 2025 Added 1.68%
$0
$17.5 Million 0.96% of portfolio
335,876
Q3 2025 Added 5.86%
$404B
$15.8 Million 0.87% of portfolio
17,049
Q3 2025 Reduced 1.17%
$465B
$14.4 Million 0.79% of portfolio
77,303
Q3 2025 Reduced 0.94%
$6.2B
$13.6 Million 0.75% of portfolio
126,027
Q3 2025 Reduced 2.19%
$0
$12.6 Million 0.69% of portfolio
169,644
Q3 2025 Reduced 1.48%
$182B
$12.6 Million 0.69% of portfolio
18,515
Q3 2025 Reduced 0.91%
$170B
$12.4 Million 0.68% of portfolio
85,550
Q3 2025 Reduced 0.32%
$512B
$11.8 Million 0.65% of portfolio
20,701
Q3 2025 Reduced 0.96%
$367B
$11.6 Million 0.64% of portfolio
28,690
Q3 2025 Reduced 0.63%
$1.37T
$11.5 Million 0.63% of portfolio
15,621
Q3 2025 Added 2.05%
$49.1B
$11.4 Million 0.63% of portfolio
9,499
Q3 2025 Reduced 3.09%
$2.39T
$11.1 Million 0.61% of portfolio
50,439
Q3 2025 Reduced 0.6%
$121B
$11.1 Million 0.61% of portfolio
14,335
Q3 2025 Reduced 1.47%
$0
$10.1 Million 0.56% of portfolio
113,589
Q3 2025 Added 1.28%
$54.4B
$10 Million 0.55% of portfolio
32,377
Q3 2025 Reduced 0.13%
$0
$10 Million 0.55% of portfolio
171,949
Q3 2025 Added 1.07%
$85.9B
$10 Million 0.55% of portfolio
45,336
Q3 2025 Reduced 0.12%
$0
$9.07 Million 0.5% of portfolio
14,804
Q3 2025 Added 35.89%
$0
$8.86 Million 0.49% of portfolio
18,475
Q3 2025 Reduced 0.44%
$10.1B
$8.96 Million 0.49% of portfolio
20,958
Q3 2025 Added 0.65%
$11B
$8.8 Million 0.48% of portfolio
25,551
Q3 2025 Reduced 2.3%
$881B
$8.49 Million 0.47% of portfolio
26,926
Q3 2025 Added 0.16%
$23.2B
$8.58 Million 0.47% of portfolio
19,929
Q3 2025 Added 0.5%
$0
$8.4 Million 0.46% of portfolio
31,563
Q3 2025 Reduced 0.75%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $1.82 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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