Mc Kinley Carter Wealth Services, Inc. Purchases in Q3 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGRO
Ishares Tr International Divid

ETFs
1.91K
+ 5.23%
$75.97 - $80.24 $145K - $153K
38.4K $3.06M
QUAL
Ishares Msci Usa Quality Facto

ETFs
50
+ 0.34%
$182.33 - $194.5 $9.12K - $9.73K
14.6K $2.84M
PNC
Pnc Financial Services Group, Inc.

Financial Services
249
+ 2.86%
$185.88 - $207.44 $46.3K - $51.7K
8.95K $1.8M
META
Meta Platforms, Inc.

Communication Services
314
+ 2.05%
$695.21 - $791.73 $218K - $249K
15.6K $11.5M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
108
+ 0.34%
$82.96 - $95.7 $8.96K - $10.3K
32.1K $2.88M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
12K
New
$12.9 - $13.59 $155K - $163K
12K $161K
GLD
Spdr Gold Trust

ETFs
97
+ 4.5%
$300.96 - $355.47 $29.2K - $34.5K
2.25K $800K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.29K
+ 1.6%
$50.9 - $52.37 $65.9K - $67.8K
82.3K $4.3M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
40
+ 2.24%
$103.83 - $179.9 $4.15K - $7.2K
1.83K $326K
TMUS
T Mobile Us, Inc.

Communication Services
415
+ 5.26%
$226.02 - $259.01 $93.8K - $107K
8.31K $1.99M
BX
Blackstone Inc.

Financial Services
4
+ 0.08%
$152.77 - $188.68 $611 - $755
4.95K $846K
IVW
Ishares S&P 500 Growth ETF

ETFs
137
+ 1.66%
$108.97 - $121.65 $14.9K - $16.7K
8.4K $1.01M
PKG
Packaging Corp Of America

Consumer Cyclical
8
+ 0.23%
$191.41 - $220.25 $1.53K - $1.76K
3.48K $758K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.54K
+ 2.83%
$46.86 - $48.27 $71.9K - $74.1K
55.8K $2.68M
WFC
Wells Fargo & Company

Financial Services
176
+ 0.82%
$77.05 - $85.16 $13.6K - $15K
21.6K $1.81M
RBLX
Roblox Corp

Communication Services
54
+ 2.17%
$100.65 - $141.56 $5.44K - $7.64K
2.54K $351K
CSX
Csx Corp

Industrials
1.21K
+ 8.58%
$32.05 - $36.52 $38.8K - $44.2K
15.3K $544K
PLTR
Palantir Technologies Inc.

Technology
10
+ 0.58%
$130.68 - $186.97 $1.31K - $1.87K
1.73K $315K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
1.16K
+ 5.04%
$42.16 - $43.5 $48.9K - $50.5K
24.2K $1.05M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
318
+ 2.4%
$49.43 - $54.52 $15.7K - $17.3K
13.6K $734K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
689
+ 4.8%
$49.0 - $51.91 $33.8K - $35.8K
15K $780K
MVBF
Mvb Financial Corp

Financial Services
1
+ 0.0%
$22.23 - $25.06 $22.2 - $25.1
29.9K $748K
KLAC
Kla Corp

Technology
3
+ 0.96%
$843.9 - $1078.6 $2.53K - $3.24K
314 $338K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
24
+ 0.87%
$459.11 - $506.91 $11K - $12.2K
2.8K $1.41M
CACI
Caci International Inc

Technology
136
+ 0.65%
N/A
21K $8.96M
ABT
Abbott Laboratories

Healthcare
763
+ 3.58%
$120.51 - $136.62 $91.9K - $104K
22.1K $2.96M
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.17%
$334.32 - $426.2 $669 - $852
1.2K $510K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
8
+ 0.4%
$201.83 - $230.93 $1.61K - $1.85K
2.01K $446K
DUK
Duke Energy Corp

Utilities
100
+ 2.1%
$116.31 - $125.93 $11.6K - $12.6K
4.86K $601K
TFC
Truist Financial Corp

Financial Services
45
+ 0.36%
$42.83 - $47.07 $1.93K - $2.12K
12.5K $573K
DTE
Dte Energy CO

Utilities
2
+ 0.05%
$130.26 - $141.49 $261 - $283
3.83K $541K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.08%
$145.8 - $158.1 $292 - $316
2.67K $421K
UBSI
United Bankshares Inc

Financial Services
26
+ 0.08%
$35.03 - $38.73 $911 - $1.01K
30.9K $1.15M
CHCO
City Holding CO

Financial Services
19
+ 0.14%
$118.89 - $133.58 $2.26K - $2.54K
13.7K $1.7M
BNDX
Vanguard Total International B

ETFs
476
+ 5.18%
$49.0 - $49.51 $23.3K - $23.6K
9.66K $477K
XLI
Industrial Sector Spdr

ETFs
3
+ 0.11%
$147.94 - $154.99 $444 - $465
2.72K $419K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.13%
$285.05 - $309.14 $285 - $309
780 $240K
CSCO
Cisco Systems, Inc.

Technology
370
+ 5.02%
$66.2 - $71.79 $24.5K - $26.6K
7.74K $529K
VGSH
Vanguard

ETFs
254
+ 2.97%
$58.43 - $58.88 $14.8K - $15K
8.79K $517K
GPN
Global Payments Inc

Industrials
6
+ 0.16%
$77.61 - $90.01 $466 - $540
3.8K $316K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
117
+ 0.43%
$37.14 - $37.85 $4.35K - $4.43K
27.3K $1.03M
VFH
Vanguard Financial ETF

ETFs
2
+ 0.07%
$125.23 - $132.78 $250 - $266
2.7K $354K
IBM
International Business Machines Corp

Technology
73
+ 8.04%
$234.77 - $292.47 $17.1K - $21.4K
981 $276K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.07%
$92.18 - $95.14 $277 - $285
4.02K $382K
AWK
American Water Works Company, Inc.

Utilities
29
+ 1.78%
$135.05 - $147.0 $3.92K - $4.26K
1.66K $231K
VRT
Vertiv Holdings CO

Industrials
19
+ 1.15%
N/A
1.67K $144K
VGIT
Vanguard Intermediate Term Tre

ETFs
7
+ 0.19%
$58.97 - $60.36 $413 - $423
3.64K $218K
Ishares Bitcoin Trust ETF
3.11K
New
N/A
3.11K $0
Blackrock ETF Trust Ii
8.01K
+ 59.14%
N/A
21.6K $0
Activity Summary
Buys All Purchases 116 New Holdings 15 Increased Positions 101 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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