Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 308 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 $118M, Ishares Core S&P 500 ETF with a value of $103M, Ishares Tr Russell 1000 ETF with a value of $103M, Fidelity Merrimack Str Tr Tota with a value of $91.4M, and Ishares Tr with a value of $71.3M.

Examining the 13F form we can see an increase of $159M in the current position value, from $1.56B to 1.72B.

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

Portfolio value $1.72 Billion
ETFs: $1.27 Billion
Technology: $137 Million
Financial Services: $60.6 Million
Industrials: $56.6 Million
Consumer Cyclical: $56.5 Million
Communication Services: $44.8 Million
Healthcare: $38.2 Million
Consumer Defensive: $34.2 Million
Other: $15.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$118 Million 6.87% of portfolio
1,710,919
Q2 2025 Reduced 4.82%
$0
$103 Million 6.0% of portfolio
166,332
Q2 2025 Reduced 0.76%
$0
$103 Million 5.99% of portfolio
303,806
Q2 2025 Added 0.02%
$0
$91.4 Million 5.31% of portfolio
1,998,346
Q2 2025 Added 4.89%
$0
$71.3 Million 4.14% of portfolio
853,785
Q2 2025 Reduced 0.39%
$0
$63.8 Million 3.71% of portfolio
643,508
Q2 2025 Added 2.53%
$0
$57 Million 3.31% of portfolio
999,160
Q2 2025 Reduced 1.65%
$0
$44.3 Million 2.57% of portfolio
1,928,333
Q2 2025 Added 1.55%
$0
$40.7 Million 2.37% of portfolio
317,019
Q2 2025 Added 10.84%
$0
$31.7 Million 1.84% of portfolio
207,352
Q2 2025 Reduced 3.62%
$3.69T
$28.9 Million 1.68% of portfolio
141,071
Q2 2025 Added 0.87%
$0
$28.9 Million 1.68% of portfolio
147,767
Q2 2025 Reduced 3.94%
$127B
$25.1 Million 1.46% of portfolio
90,884
Q2 2025 Added 0.62%
$0
$25 Million 1.45% of portfolio
98,635
Q2 2025 Added 25.09%
$0
$24.7 Million 1.43% of portfolio
391,030
Q2 2025 Reduced 12.41%
$0
$23.4 Million 1.36% of portfolio
584,198
Q2 2025 Reduced 4.47%
$0
$23 Million 1.33% of portfolio
449,484
Q2 2025 Added 4.11%
$0
$22.9 Million 1.33% of portfolio
426,320
Q2 2025 Reduced 1.26%
$0
$22.5 Million 1.31% of portfolio
52,996
Q2 2025 Reduced 0.88%
$0
$22.1 Million 1.28% of portfolio
421,860
Q2 2025 Reduced 18.55%
$0
$22.1 Million 1.28% of portfolio
356,555
Q2 2025 Reduced 1.36%
$0
$19.6 Million 1.14% of portfolio
145,248
Q2 2025 Added 16.35%
$0
$17.2 Million 1.0% of portfolio
221,876
Q2 2025 New
$439B
$17.1 Million 0.99% of portfolio
17,251
Q2 2025 Added 2.62%
$0
$16.3 Million 0.95% of portfolio
317,283
Q2 2025 Added 2.64%
$0
$16.4 Million 0.95% of portfolio
150,354
Q2 2025 Reduced 6.27%
$201B
$14.7 Million 0.85% of portfolio
18,685
Q2 2025 Added 3.19%
$1.21T
$14.2 Million 0.82% of portfolio
80,297
Q2 2025 Added 3.19%
$545B
$13.1 Million 0.76% of portfolio
9,802
Q2 2025 Added 2.03%
$0
$12.7 Million 0.74% of portfolio
172,190
Q2 2025 Reduced 3.29%
$456B
$12.3 Million 0.72% of portfolio
78,033
Q2 2025 Added 5.14%
$548B
$11.7 Million 0.68% of portfolio
20,901
Q2 2025 Added 2.53%
$6.4B
$11.6 Million 0.67% of portfolio
128,843
Q2 2025 Added 1,378.74%
$48.5B
$11.3 Million 0.66% of portfolio
10,863
Q2 2025 Added 5.93%
$1.78T
$11.3 Million 0.66% of portfolio
15,307
Q2 2025 Added 1.96%
$2.26T
$11.1 Million 0.65% of portfolio
50,744
Q2 2025 Added 3.78%
$155B
$10.6 Million 0.62% of portfolio
85,826
Q2 2025 Added 2.35%
$94.7B
$10.7 Million 0.62% of portfolio
14,549
Q2 2025 Added 4.3%
$405B
$10.6 Million 0.61% of portfolio
28,873
Q2 2025 Added 1.05%
$61.1B
$10.4 Million 0.6% of portfolio
32,419
Q2 2025 Added 4.7%
$95.6B
$10.4 Million 0.6% of portfolio
45,391
Q2 2025 Added 4.16%
$0
$9.51 Million 0.55% of portfolio
112,153
Q2 2025 Added 36.19%
$0
$9.18 Million 0.53% of portfolio
170,130
Q2 2025 Added 2.01%
$10.1B
$8.91 Million 0.52% of portfolio
20,822
Q2 2025 Added 1.44%
$0
$8.46 Million 0.49% of portfolio
31,803
Q2 2025 Added 70.45%
$0
$8.14 Million 0.47% of portfolio
18,557
Q2 2025 Reduced 0.05%
$23.2B
$8.1 Million 0.47% of portfolio
19,829
Q2 2025 Added 16.74%
$0
$7.98 Million 0.46% of portfolio
233,358
Q2 2025 Added 112.56%
$859B
$7.79 Million 0.45% of portfolio
26,884
Q2 2025 Added 3.67%

Summary

  • Portfolio
  • No. of Stocks 308
  • Current Value $1.72 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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