Mc Kinley Carter Wealth Services, Inc. Purchases in Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.8M
New
$58.01 - $64.46 $104M - $116M
1.8M $112M
VT
Vanguard Total World Stk Index

ETFs
270K
+ 1652.83%
$115.08 - $123.97 $31M - $33.4M
286K $33.1M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
432K
New
$49.42 - $50.43 $21.3M - $21.8M
432K $21.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
355K
+ 22.91%
$44.41 - $45.98 $15.8M - $16.3M
1.91M $86.7M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
593K
+ 45.43%
$22.25 - $23.0 $13.2M - $13.6M
1.9M $43.5M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
112K
+ 56.57%
$49.67 - $51.43 $5.55M - $5.74M
309K $15.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
84.1K
+ 30.31%
$57.21 - $65.8 $4.81M - $5.53M
361K $21M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
54.9K
New
$45.92 - $47.58 $2.52M - $2.61M
54.9K $2.6M
IGRO
Ishares Tr International Divid

ETFs
35K
New
$66.91 - $73.87 $2.34M - $2.59M
35K $2.55M
XLF
Financial Sector Spdr

ETFs
34K
+ 7.03%
$47.32 - $52.19 $1.61M - $1.77M
518K $25.5M
IEMG
Ishares Inc

ETFs
33.3K
+ 8.36%
N/A
432K $23.2M
MCK
Mckesson Corp

Healthcare
201
+ 1.46%
$566.21 - $672.99 $114K - $135K
13.9K $9.39M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.2K
+ 60.31%
$507.05 - $563.67 $1.62M - $1.8M
8.5K $4.35M
XLV
Select Sector Spdr Fund Health

ETFs
1.13K
+ 0.91%
$137.61 - $149.68 $155K - $168K
125K $18M
NFLX
Netflix Inc

Communication Services
699
+ 7.85%
$828.4 - $1058.6 $579K - $740K
9.61K $8.96M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
21.9K
+ 267.68%
$39.65 - $43.35 $868K - $949K
30.1K $1.26M
XLE
Energy Sector Spdr

ETFs
4.26K
+ 5.45%
$85.7 - $93.96 $365K - $400K
82.4K $7.61M
ABBV
Abb Vie Inc.

Healthcare
776
+ 3.65%
$169.2 - $216.66 $131K - $168K
22K $4.61M
MEAR
Blackrock Short Maturity Munic

ETFs
13.3K
New
$49.97 - $50.36 $664K - $670K
13.3K $667K
UNH
Unitedhealth Group Inc

Healthcare
495
+ 2.59%
$461.52 - $548.18 $228K - $271K
19.6K $10.3M
CVX
Chevron Corp

Energy
667
+ 3.28%
$146.71 - $167.97 $97.9K - $112K
21K $3.52M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.16K
+ 1.49%
$67.08 - $76.14 $77.5K - $88K
78.6K $5.82M
SCHG
Schwab Strategic Tr Us Large C

ETFs
22.3K
New
$24.91 - $29.02 $555K - $646K
22.3K $557K
META
Meta Platforms, Inc.

Communication Services
1.23K
+ 8.89%
$576.36 - $736.67 $707K - $903K
15K $8.65M
JNJ
Johnson & Johnson

Healthcare
544
+ 2.78%
$142.06 - $167.7 $77.3K - $91.2K
20.1K $3.34M
VGSH
Vanguard

ETFs
7.95K
New
$58.07 - $58.69 $461K - $466K
7.95K $466K
VDE
Vanguard Energy ETF

ETFs
735
+ 1.46%
$119.14 - $132.76 $87.6K - $97.6K
51.1K $6.56M
MCD
Mcdonalds Corp

Consumer Cyclical
458
+ 3.68%
$279.74 - $321.29 $128K - $147K
12.9K $4.03M
BK
Bank Of New York Mellon Corp

Financial Services
1.71K
+ 5.56%
$75.42 - $88.95 $129K - $152K
32.5K $2.72M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
8.05K
New
$41.74 - $43.57 $336K - $351K
8.05K $338K
PGR
Progressive Corp

Financial Services
125
+ 1.84%
$235.61 - $291.22 $29.5K - $36.4K
6.93K $1.96M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.38K
+ 5.82%
$56.12 - $68.15 $77.3K - $93.8K
25K $1.7M
MDT
Medtronic PLC

Healthcare
922
+ 4.69%
$79.84 - $94.5 $73.6K - $87.1K
20.6K $1.85M
ADP
Automatic Data Processing Inc

Industrials
333
+ 2.93%
$286.85 - $318.64 $95.5K - $106K
11.7K $3.58M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.78K
New
$80.53 - $147.57 $143K - $263K
1.78K $235K
ED
Consolidated Edison Inc

Utilities
1.97K
New
$88.0 - $110.59 $174K - $218K
1.97K $218K
ABT
Abbott Laboratories

Healthcare
893
+ 17.59%
$111.1 - $140.22 $99.2K - $125K
5.97K $791K
KLAC
Kla Corp

Technology
310
New
$636.62 - $777.63 $197K - $241K
310 $210K
ES
Eversource Energy

Utilities
3.31K
New
$55.63 - $63.8 $184K - $211K
3.31K $205K
BNDX
Vanguard Total International B

ETFs
4.14K
+ 87.33%
$48.33 - $49.5 $200K - $205K
8.87K $433K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
6.18K
+ 35.31%
$38.41 - $44.06 $237K - $272K
23.7K $924K
GPC
Genuine Parts CO

Consumer Cyclical
1.39K
+ 16.01%
$115.91 - $129.02 $162K - $180K
10.1K $1.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.07K
+ 15.6%
$32.74 - $36.2 $133K - $147K
30.2K $1.06M
UBSI
United Bankshares Inc

Financial Services
7.21K
+ 30.52%
$34.03 - $39.27 $245K - $283K
30.8K $1.07M
SHW
Sherwin Williams CO

Basic Materials
487
+ 76.09%
$330.16 - $365.55 $161K - $178K
1.13K $393K
GD
General Dynamics Corp

Industrials
348
+ 4.85%
$241.94 - $272.58 $84.2K - $94.9K
7.52K $2.05M
NEE
Nextera Energy Inc

Utilities
2.59K
+ 8.3%
$66.96 - $76.16 $173K - $197K
33.8K $2.39M
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 8.74%
$60.46 - $64.42 $145K - $154K
29.7K $1.82M
DUK
Duke Energy Corp

Utilities
440
+ 9.24%
$105.87 - $121.97 $46.6K - $53.7K
5.2K $634K
Activity Summary
Buys All Purchases 112 New Holdings 16 Increased Positions 96 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 5
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email