Mc Kinley Carter Wealth Services, Inc. Incresed Positions in Q2 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWB
Ishares Tr Russell 1000 ETF

ETFs
54
+ 0.02%
$272.36 - $339.57 $14.7K - $18.3K
304K $103M
AVGO
Broadcom Inc.

Technology
561
+ 0.62%
$146.29 - $275.65 $82.1K - $155K
90.9K $25.1M
XLK
Technology Sector Spdr

ETFs
19.8K
+ 25.09%
$179.73 - $253.23 $3.56M - $5.01M
98.6K $25M
VT
Vanguard Total World Stk Index

ETFs
31K
+ 10.84%
$103.16 - $128.52 $3.2M - $3.99M
317K $40.7M
MSFT
Microsoft Corp

Technology
2.81K
+ 6.36%
$354.56 - $497.45 $995K - $1.4M
46.9K $23.3M
XCEM
Columbia ETF Tr Ii

ETFs
124K
+ 112.56%
$26.68 - $34.18 $3.3M - $4.22M
233K $7.98M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
93.1K
+ 4.89%
$44.68 - $45.96 $4.16M - $4.28M
2M $91.4M
NVDA
Nvidia Corp

Technology
3.82K
+ 5.14%
$94.31 - $157.99 $360K - $603K
78K $12.3M
NFLX
Netflix Inc

Communication Services
195
+ 2.03%
$855.86 - $1339.13 $167K - $261K
9.8K $13.1M
INTU
Intuit Inc

Technology
577
+ 3.19%
$544.07 - $787.63 $314K - $454K
18.7K $14.7M
OEF
Ishares S&P 100 ETF

ETFs
13.1K
+ 70.45%
N/A
31.8K $8.46M
VB
Vanguard Small Cap ETF

ETFs
12.1K
+ 119.14%
$193.73 - $237.37 $2.34M - $2.87M
22.3K $5.27M
META
Meta Platforms, Inc.

Communication Services
294
+ 1.96%
$484.66 - $738.09 $142K - $217K
15.3K $11.3M
HUBB
Hubbell Inc

Industrials
2.84K
+ 16.74%
$315.94 - $408.41 $898K - $1.16M
19.8K $8.1M
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 3.19%
$144.7 - $178.6 $359K - $443K
80.3K $14.2M
ABT
Abbott Laboratories

Healthcare
15.4K
+ 257.32%
$123.95 - $138.08 $1.9M - $2.12M
21.3K $2.9M
XLE
Energy Sector Spdr

ETFs
29.8K
+ 36.19%
$76.44 - $94.13 $2.28M - $2.81M
112K $9.51M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.9K
+ 2.53%
$96.84 - $99.46 $1.53M - $1.58M
644K $63.8M
ES
Eversource Energy

Utilities
29K
+ 874.56%
$54.25 - $65.89 $1.57M - $1.91M
32.3K $2.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.39K
+ 28.15%
$456.74 - $568.03 $1.09M - $1.36M
10.9K $6.19M
AMZN
Amazon Com Inc

Consumer Cyclical
1.85K
+ 3.78%
$167.32 - $223.3 $309K - $413K
50.7K $11.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
58.9K
+ 264.7%
$22.27 - $29.21 $1.31M - $1.72M
81.2K $2.37M
DFIV
Dimensional ETF Tr

ETFs
37.3K
+ 142.73%
$34.67 - $43.21 $1.29M - $1.61M
63.5K $2.72M
XLV
Select Sector Spdr Fund Health

ETFs
20.4K
+ 16.35%
$128.77 - $144.3 $2.63M - $2.95M
145K $19.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.21K
+ 12.72%
$416.06 - $551.64 $503K - $666K
10.7K $5.91M
JPM
Jpmorgan Chase & CO

Financial Services
951
+ 3.67%
$210.28 - $289.91 $200K - $276K
26.9K $7.79M
AYI
Acuity Brands Inc

Industrials
1.91K
+ 7.87%
$223.31 - $304.18 $426K - $581K
26.2K $7.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.7K
+ 4.11%
$50.09 - $51.09 $889K - $906K
449K $23M
WFC
Wells Fargo & Company

Financial Services
16.8K
+ 359.71%
$60.98 - $80.12 $1.02M - $1.35M
21.5K $1.72M
MCK
Mckesson Corp

Healthcare
600
+ 4.3%
$652.83 - $732.78 $392K - $440K
14.5K $10.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
8.14K
+ 12.24%
$72.96 - $90.39 $594K - $735K
74.6K $6.67M
COST
Costco Wholesale Corp

Consumer Defensive
441
+ 2.62%
$908.13 - $1056.85 $400K - $466K
17.3K $17.1M
GWW
W.W. Grainger, Inc.

Industrials
608
+ 5.93%
$919.93 - $1101.66 $559K - $670K
10.9K $11.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
8.64K
+ 10.53%
$54.19 - $67.22 $468K - $581K
90.7K $6.1M
CAT
Caterpillar Inc

Industrials
1.25K
+ 13.76%
$273.94 - $388.21 $342K - $484K
10.3K $4M
ADBE
Adobe Inc.

Technology
2.17K
+ 17.08%
$340.0 - $420.68 $736K - $911K
14.9K $5.75M
IWR
Ishares Russell Mid Cap ETF

ETFs
7.24K
+ 26.2%
$74.88 - $91.97 $542K - $665K
34.9K $3.21M
MS
Morgan Stanley

Financial Services
2.62K
+ 14.23%
$99.83 - $140.86 $262K - $369K
21.1K $2.97M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
29.5K
+ 1.55%
$22.54 - $23.17 $665K - $684K
1.93M $44.3M
BK
Bank Of New York Mellon Corp

Financial Services
4.29K
+ 13.22%
$73.31 - $91.62 $315K - $393K
36.8K $3.35M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.35K
+ 2.01%
$44.8 - $53.97 $150K - $181K
170K $9.18M
MA
Mastercard Inc

Financial Services
516
+ 2.53%
$479.92 - $590.74 $248K - $305K
20.9K $11.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
8.17K
+ 2.64%
$49.73 - $51.44 $406K - $420K
317K $16.3M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.33K
+ 33.28%
$63.54 - $68.5 $529K - $571K
33.4K $2.25M
ORCL
Oracle Corp

Technology
18
+ 0.26%
$122.82 - $218.63 $2.21K - $3.94K
6.93K $1.51M
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
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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