Mc Kinley Carter Wealth Services, Inc. Purchases in Q2 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.38K
+ 7.92%
$34.72 - $42.74 $187K - $230K
73.4K $3.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.76K
+ 14.35%
$83.54 - $100.04 $314K - $376K
29.9K $2.98M
LMT
Lockheed Martin Corp

Industrials
681
+ 10.19%
$430.82 - $486.45 $293K - $331K
7.36K $3.41M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
8.4K
+ 11.58%
$50.34 - $51.86 $423K - $436K
81K $4.16M
TXN
Texas Instruments Inc

Technology
2.02K
+ 16.46%
N/A
14.3K $2.79M
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
+ 2.35%
$119.13 - $135.03 $234K - $266K
85.8K $10.6M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 20.0%
$725400.0 - $809350.0 $725K - $809K
6 $4.37M
IGRO
Ishares Tr International Divid

ETFs
1.46K
+ 4.16%
$66.32 - $80.17 $96.5K - $117K
36.5K $2.88M
WM
Waste Management Inc

Industrials
1.81K
+ 4.16%
$216.47 - $242.1 $392K - $438K
45.4K $10.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
128
+ 4.02%
$496.48 - $617.85 $63.5K - $79.1K
3.31K $2.05M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
4.5K
New
$46.22 - $57.51 $208K - $259K
4.5K $258K
TT
Trane Technologies PLC

Industrials
550
New
$315.21 - $437.41 $173K - $241K
550 $240K
PLTR
Palantir Technologies Inc.

Technology
1.72K
New
$74.01 - $144.25 $127K - $248K
1.72K $234K
DTM
Dt Midstream, Inc.

Energy
2K
New
$87.23 - $109.91 $174K - $219K
2K $219K
IWX
Ishares Tr Russell 200 Value E

ETFs
2.17K
+ 18.63%
$73.26 - $84.19 $159K - $183K
13.8K $1.16M
ASML
Asml Holding Nv

Technology
267
New
$595.37 - $815.24 $159K - $218K
267 $213K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.87K
New
$82.32 - $112.47 $154K - $210K
1.87K $209K
VGT
Vanguard Information Technolog

ETFs
26
+ 1.68%
$470.37 - $663.28 $12.2K - $17.2K
1.58K $1.05M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
4.7K
New
$35.35 - $42.68 $166K - $200K
4.7K $200K
MEAR
Blackrock Short Maturity Munic

ETFs
3.37K
+ 25.38%
$49.74 - $50.27 $168K - $170K
16.7K $838K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
4.74K
+ 44.12%
$24.38 - $30.18 $116K - $143K
15.5K $466K
AEP
American Electric Power CO Inc

Utilities
1.81K
+ 40.78%
$98.59 - $109.11 $178K - $197K
6.25K $648K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
939
+ 3.51%
$46.04 - $53.67 $43.2K - $50.4K
27.7K $1.49M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2
+ 0.03%
$101.69 - $139.02 $203 - $278
6.17K $858K
WMT
Walmart Inc.

Consumer Defensive
11
+ 0.07%
$81.79 - $99.98 $900 - $1.1K
14.7K $1.44M
FISV
Fiserv Inc

Technology
1.18K
+ 2.15%
N/A
55.7K $6.98M
VRT
Vertiv Holdings CO

Industrials
1.65K
New
N/A
1.65K $143K
CACI
Caci International Inc

Technology
296
+ 1.44%
N/A
20.8K $8.91M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
152
+ 1.01%
$75.29 - $91.16 $11.4K - $13.9K
15.3K $1.38M
HD
Home Depot, Inc.

Consumer Cyclical
301
+ 1.05%
$335.24 - $380.78 $101K - $115K
28.9K $10.6M
XLI
Industrial Sector Spdr

ETFs
484
+ 21.7%
$116.42 - $147.52 $56.3K - $71.4K
2.71K $400K
DGRO
Ishares Core Dividend Growth E

ETFs
180
+ 0.61%
$55.22 - $63.94 $9.94K - $11.5K
29.9K $1.91M
SPYG
Spdr Portfolio

ETFs
3
+ 0.05%
$71.83 - $95.32 $215 - $286
5.67K $540K
KLAC
Kla Corp

Technology
1
+ 0.32%
$576.53 - $902.94 $577 - $903
311 $278K
BX
Blackstone Inc.

Financial Services
110
+ 2.27%
$120.07 - $151.11 $13.2K - $16.6K
4.95K $740K
CSCO
Cisco Systems, Inc.

Technology
54
+ 0.74%
$53.19 - $69.38 $2.87K - $3.75K
7.37K $511K
UBSI
United Bankshares Inc

Financial Services
75
+ 0.24%
$31.5 - $37.32 $2.36K - $2.8K
30.9K $1.13M
CSX
Csx Corp

Industrials
387
+ 2.82%
$26.69 - $32.91 $10.3K - $12.7K
14.1K $460K
XT
Ishares Tr Exponential Technol

ETFs
28
+ 0.39%
$49.86 - $65.25 $1.4K - $1.83K
7.12K $464K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.38%
$451.58 - $565.94 $1.35K - $1.7K
783 $425K
VONV
Vanguard Russell 1000 Value Et

ETFs
336
+ 13.44%
$73.19 - $85.21 $24.6K - $28.6K
2.84K $241K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
191
+ 1.95%
$33.46 - $41.33 $6.39K - $7.89K
10K $413K
VGSH
Vanguard

ETFs
594
+ 7.48%
$58.32 - $58.95 $34.6K - $35K
8.54K $501K
CINF
Cincinnati Financial Corp

Financial Services
194
+ 7.85%
$126.6 - $151.6 $24.6K - $29.4K
2.66K $396K
SO
Southern CO

Utilities
245
+ 5.09%
$84.91 - $92.56 $20.8K - $22.7K
5.06K $464K
BNDX
Vanguard Total International B

ETFs
314
+ 3.54%
$48.77 - $49.55 $15.3K - $15.6K
9.19K $454K
ITW
Illinois Tool Works Inc

Industrials
101
+ 1.29%
$218.41 - $252.43 $22.1K - $25.5K
7.92K $1.96M
CMCSA
Comcast Corp

Communication Services
1.66K
+ 3.81%
$32.84 - $36.72 $54.6K - $61.1K
45.4K $1.62M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.07%
$85.42 - $94.39 $256 - $283
4.02K $376K
Activity Summary
Buys All Purchases 125 New Holdings 17 Increased Positions 108 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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