Mc Kinley Carter Wealth Services, Inc. Incresed Positions in Q4 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
195K
+ 14.36%
$44.87 - $46.86 $8.74M - $9.12M
1.55M $69.6M
NVDA
Nvidia Corp

Technology
42.9K
+ 147.22%
$117.0 - $148.88 $5.02M - $6.39M
72.1K $9.68M
META
Meta Platforms, Inc.

Communication Services
7.93K
+ 135.31%
$554.08 - $632.68 $4.39M - $5.02M
13.8K $8.13M
XLF
Financial Sector Spdr

ETFs
72.5K
+ 17.62%
$44.89 - $51.34 $3.25M - $3.72M
484K $23.4M
IVV
Ishares Core S&P 500 ETF

ETFs
3.32K
+ 1.85%
$570.51 - $610.59 $1.89M - $2.03M
183K $108M
MUB
Ishares National Muni Bond ETF

ETFs
30K
+ 20.76%
$105.78 - $108.7 $3.17M - $3.26M
174K $18.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
45.8K
+ 29.97%
$71.75 - $75.11 $3.29M - $3.44M
199K $14.3M
NFLX
Netflix Inc

Communication Services
179
+ 2.05%
$687.65 - $936.56 $123K - $168K
8.91K $7.94M
MCK
Mckesson Corp

Healthcare
61
+ 0.45%
$482.27 - $628.5 $29.4K - $38.3K
13.7K $7.84M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
70.6K
+ 5.72%
$22.39 - $23.45 $1.58M - $1.66M
1.31M $30M
IEMG
Ishares Inc

ETFs
17.4K
+ 4.56%
N/A
398K $21.4M
AYI
Acuity Brands Inc

Industrials
1.34K
+ 6.27%
$292.13 - $333.45 $390K - $445K
22.6K $6.61M
XLE
Energy Sector Spdr

ETFs
9.46K
+ 13.78%
$83.32 - $97.27 $788K - $920K
78.1K $6.69M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10.2K
+ 3.82%
$61.68 - $67.87 $630K - $693K
277K $17.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
802
+ 17.82%
$521.84 - $558.82 $419K - $448K
5.3K $2.86M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.06K
+ 5.31%
$54.54 - $61.04 $439K - $492K
160K $8.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.19K
+ 4.04%
$113.92 - $127.38 $705K - $788K
159K $18.4M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
12.8K
+ 6.39%
$47.58 - $48.56 $608K - $620K
213K $10.2M
VT
Vanguard Total World Stk Index

ETFs
3.1K
+ 23.48%
$117.09 - $123.07 $363K - $382K
16.3K $1.92M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.22K
+ 13.72%
$43.61 - $45.3 $184K - $191K
34.9K $1.56M
AJG
Arthur J. Gallagher & Co.

Financial Services
452
+ 1.47%
$278.49 - $315.16 $126K - $142K
31.2K $8.87M
BK
Bank Of New York Mellon Corp

Financial Services
352
+ 1.16%
$70.82 - $81.87 $24.9K - $28.8K
30.8K $2.36M
GLD
Spdr Gold Trust

ETFs
711
+ 48.87%
$236.59 - $257.5 $168K - $183K
2.17K $524K
HYMU
Blackrock ETF Tr Ii High Yield
7.7K
+ 70.08%
$22.59 - $23.2 $174K - $179K
18.7K $423K
VEU
Vanguard Ftse All World Ex Us

ETFs
10.8K
+ 13.25%
$57.29 - $63.1 $618K - $680K
92.2K $5.29M
SUB
Ishares Short Term National Mu

ETFs
1.48K
+ 10.16%
$104.94 - $106.2 $155K - $157K
16.1K $1.69M
GOOG
Alphabet Inc.

Communication Services
61
+ 1.07%
$163.08 - $198.16 $9.95K - $12.1K
5.79K $1.1M
XCEM
Columbia ETF Tr Ii

ETFs
18.4K
+ 13.85%
$29.6 - $32.67 $544K - $601K
151K $4.48M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
11K
+ 5.93%
$50.14 - $52.56 $554K - $581K
197K $9.93M
MBB
Ishares Tr

ETFs
5.01K
+ 6.06%
$91.26 - $95.82 $457K - $480K
87.7K $8.04M
PPA
Invesco Exchange Traded Fd Tr

ETFs
983
+ 34.81%
$113.79 - $124.5 $112K - $122K
3.81K $436K
BX
Blackstone Inc.

Financial Services
86
+ 1.75%
$148.45 - $199.05 $12.8K - $17.1K
5K $861K
VDE
Vanguard Energy ETF

ETFs
1.32K
+ 2.69%
$116.67 - $136.78 $154K - $181K
50.3K $6.11M
ORCL
Oracle Corp

Technology
700
+ 12.33%
$165.41 - $192.43 $116K - $135K
6.38K $1.06M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
921
+ 1.52%
$47.07 - $48.75 $43.4K - $44.9K
61.4K $2.94M
HUBB
Hubbell Inc

Industrials
583
+ 3.34%
$418.89 - $472.12 $244K - $275K
18K $7.56M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.86K
+ 4.15%
$36.54 - $37.53 $177K - $182K
122K $4.49M
TROW
Price T Rowe Group Inc

Financial Services
153
+ 1.11%
$106.48 - $124.69 $16.3K - $19.1K
13.9K $1.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.3%
$567.81 - $607.81 $6.25K - $6.69K
3.69K $2.16M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2.3K
+ 9.27%
$24.61 - $25.12 $56.6K - $57.8K
27.1K $669K
CSCO
Cisco Systems, Inc.

Technology
58
+ 0.91%
$52.45 - $60.02 $3.04K - $3.48K
6.4K $378K
DOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
550
+ 2.3%
$38.63 - $39.95 $21.2K - $22K
24.4K $961K
SPYG
Spdr Portfolio

ETFs
3
+ 0.05%
$81.74 - $91.38 $245 - $274
5.67K $498K
GILD
Gilead Sciences, Inc.

Healthcare
11
+ 0.35%
$83.95 - $97.9 $923 - $1.08K
3.14K $289K
PAYX
Paychex Inc

Industrials
26
+ 0.89%
$135.86 - $148.73 $3.53K - $3.87K
2.96K $414K
CHCO
City Holding CO

Financial Services
19
+ 0.12%
$113.37 - $134.35 $2.15K - $2.55K
16.2K $1.92M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
685
+ 4.07%
$41.64 - $45.75 $28.5K - $31.3K
17.5K $732K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
2.19K
+ 8.21%
$22.65 - $23.8 $49.7K - $52.2K
28.9K $656K
CME
Cme Group Inc.

Financial Services
27
+ 2.52%
$221.17 - $246.02 $5.97K - $6.64K
1.1K $255K
Activity Summary
Buys All Purchases 107 New Holdings 5 Increased Positions 102 Sells All Sells 140 Reductions 140 Sold out 0 Options Calls 0 Puts 1
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