Mc Kinley Carter Wealth Services, Inc. Purchases in Q3 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
975K
+ 256.52%
$44.65 - $47.21 $43.5M - $46M
1.36M $63.4M
VEA
Vanguard Ftse Developed Market

ETFs
248K
+ 15.32%
$47.6 - $53.31 $11.8M - $13.2M
1.87M $98.5M
FNDF
Schwab Fundamental Intl Large

ETFs
157K
+ 20.45%
$33.67 - $37.71 $5.28M - $5.91M
923K $34.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.86K
+ 1.05%
$520.18 - $576.82 $969K - $1.07M
180K $104M
IEFA
Ishares Tr

ETFs
20.2K
+ 2.46%
$70.09 - $78.74 $1.41M - $1.59M
840K $65.6M
EFG
Msci Eafe Growth ETF

ETFs
37.1K
+ 13.34%
$96.84 - $108.77 $3.6M - $4.04M
315K $34M
XLE
Energy Sector Spdr

ETFs
61.5K
+ 861.57%
$84.35 - $93.39 $5.19M - $5.74M
68.6K $6.03M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17.8K
+ 13.16%
$105.53 - $118.34 $1.88M - $2.11M
153K $17.9M
AAPL
Apple Inc.

Technology
151
+ 0.1%
$207.23 - $234.82 $31.3K - $35.5K
145K $33.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37K
+ 10.54%
$49.93 - $51.15 $1.85M - $1.89M
388K $19.8M
BK
Bank Of New York Mellon Corp

Financial Services
26.9K
+ 758.64%
$59.54 - $72.17 $1.6M - $1.94M
30.4K $2.19M
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 0.74%
$333.64 - $405.2 $70.7K - $85.9K
29K $11.8M
NEE
Nextera Energy Inc

Utilities
19.9K
+ 195.45%
$69.9 - $84.97 $1.39M - $1.69M
30.1K $2.55M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
32K
+ 2.66%
$22.38 - $23.66 $717K - $758K
1.24M $29M
XLF
Financial Sector Spdr

ETFs
187
+ 0.05%
$40.84 - $45.74 $7.64K - $8.55K
411K $18.6M
UNH
Unitedhealth Group Inc

Healthcare
490
+ 2.61%
$488.01 - $604.18 $239K - $296K
19.3K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
13.1K
+ 9.97%
$106.13 - $108.7 $1.39M - $1.42M
144K $15.7M
AYI
Acuity Brands Inc

Industrials
2.77K
+ 14.98%
$222.88 - $275.47 $618K - $764K
21.3K $5.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.02K
+ 2.31%
$57.32 - $62.65 $345K - $377K
267K $16.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
13.2K
+ 9.54%
$51.0 - $57.07 $674K - $754K
152K $8.44M
HUBB
Hubbell Inc

Industrials
332
+ 1.94%
$355.55 - $428.48 $118K - $142K
17.5K $7.48M
MA
Mastercard Inc

Financial Services
58
+ 0.28%
$429.6 - $500.99 $24.9K - $29.1K
20.6K $10.2M
NFLX
Netflix Inc

Communication Services
818
+ 10.34%
$598.55 - $722.26 $490K - $591K
8.73K $6.19M
LMT
Lockheed Martin Corp

Industrials
44
+ 0.67%
$460.3 - $584.56 $20.3K - $25.7K
6.6K $3.86M
LOW
Lowes Companies Inc

Consumer Cyclical
41
+ 0.32%
$213.3 - $270.78 $8.75K - $11.1K
12.8K $3.48M
JPM
Jpmorgan Chase & CO

Financial Services
2.13K
+ 8.75%
$194.9 - $224.8 $415K - $479K
26.4K $5.57M
MCD
Mcdonalds Corp

Consumer Cyclical
100
+ 0.81%
$245.82 - $304.51 $24.6K - $30.5K
12.5K $3.81M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.54K
+ 1.93%
$49.82 - $52.8 $176K - $187K
186K $9.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
7.29K
+ 3.78%
$47.18 - $48.74 $344K - $355K
200K $9.74M
ABBV
Abb Vie Inc.

Healthcare
148
+ 0.7%
$163.84 - $199.33 $24.2K - $29.5K
21.2K $4.19M
AVGO
Broadcom Inc.

Technology
90.5K
+ 860.87%
$136.27 - $1745.86 $12.3M - $158M
101K $17.4M
META
Meta Platforms, Inc.

Communication Services
290
+ 5.21%
$453.41 - $572.44 $131K - $166K
5.86K $3.35M
ADP
Automatic Data Processing Inc

Industrials
315
+ 2.83%
$233.44 - $279.45 $73.5K - $88K
11.5K $3.17M
IEMG
Ishares Inc

ETFs
8.57K
+ 2.3%
$53.64 - $53.64 $459K - $459K
381K $20.4M
MBB
Ishares Tr

ETFs
1.64K
+ 2.02%
$90.85 - $96.66 $149K - $159K
82.7K $7.92M
GPN
Global Payments Inc

Industrials
1.04K
+ 2.04%
$92.66 - $112.97 $96.3K - $117K
52K $5.32M
VEU
Vanguard Ftse All World Ex Us

ETFs
479
+ 0.59%
$56.47 - $63.69 $27K - $30.5K
81.4K $5.13M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.06K
+ 4.51%
$36.06 - $37.66 $182K - $190K
117K $4.41M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
412
+ 1.0%
$113.45 - $126.18 $46.7K - $52K
41.5K $5.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
52
+ 0.65%
$247.34 - $300.11 $12.9K - $15.6K
8.1K $2.41M
MDT
Medtronic PLC

Healthcare
1.35K
+ 7.41%
$76.84 - $91.03 $104K - $123K
19.5K $1.76M
PGR
Progressive Corp

Financial Services
5
+ 0.07%
$209.46 - $259.24 $1.05K - $1.3K
6.82K $1.73M
EMBD
Global X Fds Emerging Mkts Bd

ETFs
12.5K
New
$22.3 - $23.68 $280K - $297K
12.5K $294K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
334
+ 8.02%
$475.2 - $527.7 $159K - $176K
4.5K $2.38M
MNST
Monster Beverage Corp

Consumer Defensive
1.31K
+ 1.34%
$45.01 - $52.47 $59.1K - $68.8K
99.3K $5.18M
NVDA
Nvidia Corp

Technology
2.68K
+ 10.1%
$98.91 - $134.91 $265K - $361K
29.2K $3.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
289
+ 8.53%
$517.38 - $573.86 $150K - $166K
3.68K $2.11M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
10.2K
+ 87.09%
$23.78 - $25.04 $243K - $255K
21.9K $548K
MDLZ
Mondelez International, Inc.

Consumer Defensive
767
+ 3.04%
$64.35 - $75.71 $49.4K - $58.1K
26K $1.91M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 1
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