Mc Kinley Carter Wealth Services, Inc. Incresed Positions in Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
270K
+ 1652.83%
$115.08 - $123.97 $31M - $33.4M
286K $33.1M
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
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
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
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
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
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
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
ABT
Abbott Laboratories

Healthcare
893
+ 17.59%
$111.1 - $140.22 $99.2K - $125K
5.97K $791K
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
PM
Philip Morris International Inc.

Consumer Defensive
133
+ 6.73%
$117.15 - $158.79 $15.6K - $21.1K
2.11K $334K
KO
Coca Cola CO

Consumer Defensive
16
+ 0.16%
$60.81 - $72.32 $973 - $1.16K
10.1K $726K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.04%
$158.56 - $176.26 $2.22K - $2.47K
33.3K $5.67M
RTX
Raytheon Technologies Corp

Industrials
186
+ 4.56%
$114.1 - $135.66 $21.2K - $25.2K
4.27K $565K
APD
Air Products & Chemicals, Inc.

Basic Materials
179
+ 2.3%
$283.24 - $338.07 $50.7K - $60.5K
7.95K $2.34M
CTAS
Cintas Corp

Industrials
1
+ 0.03%
$182.09 - $208.14 $182 - $208
3.83K $786K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.32%
$90.32 - $109.27 $1.26K - $1.53K
4.44K $484K
CSCO
Cisco Systems, Inc.

Technology
916
+ 14.31%
$58.74 - $64.87 $53.8K - $59.4K
7.32K $451K
WFC
Wells Fargo & Company

Financial Services
907
+ 24.1%
$66.78 - $81.42 $60.6K - $73.8K
4.67K $335K
PAYX
Paychex Inc

Industrials
162
+ 5.48%
$136.06 - $154.52 $22K - $25K
3.12K $481K
OEF
Ishares S&P 100 ETF

ETFs
251
+ 1.36%
N/A
18.7K $4.96M
AZN
Astrazeneca PLC

Healthcare
328
+ 6.69%
$65.37 - $77.96 $21.4K - $25.6K
5.23K $384K
CTVA
Corteva, Inc.

Basic Materials
226
+ 3.08%
$55.94 - $66.15 $12.6K - $14.9K
7.56K $475K
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
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