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
SWK
Stanley Black & Decker, Inc.

Industrials
2.35K
New
$77.75 - $110.17 $182K - $259K
2.35K $258K
DVY
Ishares Tr

ETFs
1.84K
New
$119.99 - $135.74 $220K - $249K
1.84K $247K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
273
+ 0.71%
$75.63 - $84.89 $20.6K - $23.2K
38.9K $3.27M
CMCSA
Comcast Corp

Communication Services
3.05K
+ 7.95%
$37.33 - $41.78 $114K - $127K
41.3K $1.73M
ES
Eversource Energy

Utilities
3.31K
New
$56.52 - $68.38 $187K - $227K
3.31K $225K
TT
Trane Technologies PLC

Industrials
550
New
$314.21 - $388.71 $173K - $214K
550 $213K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.5K
New
$76.07 - $83.33 $190K - $208K
2.5K $208K
SYK
Stryker Corp

Healthcare
575
New
$315.94 - $371.96 $182K - $214K
575 $207K
KO
Coca Cola CO

Consumer Defensive
1.96K
+ 24.02%
$62.69 - $73.01 $123K - $143K
10.1K $725K
ED
Consolidated Edison Inc

Utilities
1.97K
New
$88.42 - $104.97 $174K - $207K
1.97K $205K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
3.57K
+ 32.75%
$44.46 - $48.11 $159K - $172K
14.5K $695K
CHCO
City Holding CO

Financial Services
17
+ 0.11%
$104.53 - $123.29 $1.78K - $2.1K
16.2K $1.9M
VT
Vanguard Total World Stk Index

ETFs
754
+ 6.05%
$107.72 - $119.96 $81.2K - $90.4K
13.2K $1.58M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
118
+ 3.73%
$523.84 - $572.02 $61.8K - $67.5K
3.29K $1.87M
MS
Morgan Stanley

Financial Services
304
+ 1.64%
$92.07 - $106.96 $28K - $32.5K
18.9K $1.97M
GD
General Dynamics Corp

Industrials
263
+ 3.81%
$279.51 - $308.09 $73.5K - $81K
7.17K $2.17M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2.45K
+ 10.8%
$39.18 - $42.26 $95.8K - $103K
25.1K $1.06M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.06%
$315.12 - $406.43 $315 - $406
1.66K $675K
CTAS
Cintas Corp

Industrials
3.45K
+ 299.48%
$201.38 - $819.83 $695K - $2.83M
4.6K $947K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.17K
+ 7.83%
$61.11 - $67.85 $71.7K - $79.7K
16.2K $1.1M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
2.25K
+ 10.44%
$42.73 - $44.94 $96.1K - $101K
23.8K $1.07M
UPS
United Parcel Service Inc

Industrials
911
+ 8.76%
$123.32 - $147.38 $112K - $134K
11.3K $1.54M
UBSI
United Bankshares Inc

Financial Services
89
+ 0.38%
$31.56 - $39.32 $2.81K - $3.5K
23.5K $873K
AOA
Ishares Tr Core Aggressive All

ETFs
915
+ 9.09%
$72.11 - $79.05 $66K - $72.3K
11K $866K
EEM
Ishares Msci Emerging Markets

ETFs
1.45K
+ 10.22%
$40.42 - $46.7 $58.6K - $67.7K
15.6K $717K
GPC
Genuine Parts CO

Consumer Cyclical
579
+ 6.3%
$131.04 - $147.11 $75.9K - $85.2K
9.77K $1.36M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
1.17K
+ 3.96%
$41.32 - $43.78 $48.3K - $51.2K
30.7K $1.34M
SPMD
Spdr Portfolio

ETFs
97
+ 0.41%
$50.29 - $54.92 $4.88K - $5.33K
23.8K $1.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
374
+ 1.53%
$32.04 - $37.11 $12K - $13.9K
24.7K $900K
PLD
Prologis, Inc.

Real Estate
3
+ 0.06%
$111.95 - $132.43 $336 - $397
5.27K $665K
DUK
Duke Energy Corp

Utilities
8
+ 0.17%
$99.35 - $117.71 $795 - $942
4.69K $540K
AOR
Ishares Tr Core Growth Allocat

ETFs
436
+ 2.98%
$55.15 - $59.31 $24K - $25.9K
15.1K $893K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
293
+ 1.77%
$38.71 - $42.43 $11.3K - $12.4K
16.8K $711K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
768
+ 6.35%
$25.45 - $29.53 $19.5K - $22.7K
12.9K $375K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
1.51K
+ 6.49%
$24.38 - $25.2 $36.8K - $38.1K
24.8K $623K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
1.38K
+ 13.56%
$27.8 - $29.26 $38.4K - $40.4K
11.6K $336K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
189
+ 0.57%
$29.28 - $32.18 $5.53K - $6.08K
33.3K $1.06M
TXN
Texas Instruments Inc

Technology
257
+ 2.18%
$194.6 - $194.6 $50K - $50K
12.1K $2.35M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
840
+ 3.25%
$22.51 - $23.92 $18.9K - $20.1K
26.7K $635K
XLI
Industrial Sector Spdr

ETFs
121
+ 5.43%
$120.56 - $135.44 $14.6K - $16.4K
2.35K $318K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
434
+ 5.05%
$38.03 - $42.06 $16.5K - $18.3K
9.03K $377K
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.08%
$115.7 - $138.2 $231 - $276
2.5K $339K
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
336
+ 2.4%
$43.5 - $45.75 $14.6K - $15.4K
14.3K $656K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4
+ 0.08%
$83.76 - $91.82 $335 - $367
4.73K $432K
VFH
Vanguard Financial ETF

ETFs
4
+ 0.13%
$99.27 - $111.21 $397 - $445
3.15K $346K
TROW
Price T Rowe Group Inc

Financial Services
966
+ 7.53%
$101.71 - $120.75 $98.3K - $117K
13.8K $1.5M
ACWI
Ishares Msci Acwi ETF

ETFs
68
+ 3.78%
$107.24 - $119.84 $7.29K - $8.15K
1.87K $223K
AMGN
Amgen Inc

Healthcare
4
+ 0.26%
$309.38 - $337.38 $1.24K - $1.35K
1.52K $489K
DOW
Dow Inc.

Basic Materials
5
+ 0.07%
$50.15 - $55.41 $251 - $277
6.68K $364K
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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