Mc Kinley Carter Wealth Services, Inc. Incresed Positions in Q3 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
965
+ 0.58%
$620.67 - $670.08 $599K - $647K
167K $112M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.83K
+ 0.57%
$68.24 - $73.73 $671K - $725K
1.72M $126M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
115K
+ 5.76%
$45.26 - $46.63 $5.21M - $5.37M
2.11M $97.7M
VT
Vanguard Total World Stk Index

ETFs
5.14K
+ 1.62%
$128.41 - $138.03 $660K - $710K
322K $44.4M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.91K
+ 35.89%
$567.77 - $614.76 $2.22M - $2.4M
14.8K $9.07M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9.01K
+ 2.53%
$62.09 - $66.51 $560K - $599K
366K $23.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.53K
+ 1.68%
$108.46 - $120.63 $274K - $305K
153K $18.2M
XLV
Select Sector Spdr Fund Health

ETFs
6.91K
+ 4.76%
$129.01 - $139.72 $891K - $965K
152K $21.2M
INMU
Blackrock ETF Tr Ii Intermedia
55.3K
+ 72.16%
$23.29 - $23.97 $1.29M - $1.33M
132K $3.16M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
47.2K
+ 2.45%
$22.64 - $23.22 $1.07M - $1.1M
1.98M $45.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.02K
+ 0.62%
$97.75 - $100.75 $393K - $405K
648K $64.9M
ECL
Ecolab Inc.

Basic Materials
3.32K
+ 162.43%
$259.39 - $285.47 $861K - $948K
5.36K $1.47M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
15.8K
+ 3.5%
$50.85 - $51.35 $801K - $809K
465K $23.8M
DFAT
Dimensional ETF Tr U S Target

ETFs
1.82K
+ 1.07%
$53.36 - $59.69 $97.1K - $109K
172K $10M
VDE
Vanguard Energy ETF

ETFs
3.37K
+ 6.58%
$118.37 - $129.65 $399K - $437K
54.6K $6.87M
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 0.16%
$282.78 - $316.06 $11.9K - $13.3K
26.9K $8.49M
XLE
Energy Sector Spdr

ETFs
1.44K
+ 1.28%
$84.25 - $91.99 $121K - $132K
114K $10.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
179
+ 1.67%
$546.99 - $602.2 $97.9K - $108K
10.9K $6.54M
GD
General Dynamics Corp

Industrials
724
+ 9.64%
$293.92 - $341.0 $213K - $247K
8.24K $2.81M
LOW
Lowes Companies Inc

Consumer Cyclical
517
+ 3.76%
$215.01 - $273.02 $111K - $141K
14.3K $3.59M
PG
Procter & Gamble CO

Consumer Defensive
4.66K
+ 13.9%
$150.47 - $161.22 $701K - $751K
38.2K $5.86M
ORCL
Oracle Corp

Technology
215
+ 3.1%
$218.96 - $328.33 $47.1K - $70.6K
7.14K $2.01M
NEE
Nextera Energy Inc

Utilities
3.61K
+ 10.64%
$69.77 - $77.54 $252K - $280K
37.5K $2.83M
HUBB
Hubbell Inc

Industrials
100
+ 0.5%
$410.51 - $450.93 $41.1K - $45.1K
19.9K $8.58M
GOOG
Alphabet Inc.

Communication Services
397
+ 7.38%
$175.16 - $255.24 $69.5K - $101K
5.78K $1.41M
CVX
Chevron Corp

Energy
630
+ 2.62%
$145.57 - $161.83 $91.7K - $102K
24.6K $3.83M
TSLA
Tesla, Inc.

Consumer Cyclical
144
+ 6.26%
$293.94 - $444.72 $42.3K - $64K
2.45K $1.09M
IEMG
Ishares Inc

ETFs
6.48K
+ 1.52%
N/A
433K $23.2M
ICE
Intercontinental Exchange, Inc.

Financial Services
4.33K
+ 15.95%
$167.28 - $188.45 $725K - $817K
31.5K $5.31M
MEAR
Blackrock Short Maturity Munic

ETFs
5.88K
+ 35.29%
$50.17 - $50.56 $295K - $297K
22.6K $1.14M
ITW
Illinois Tool Works Inc

Industrials
737
+ 9.3%
$252.31 - $269.41 $186K - $199K
8.66K $2.26M
LMT
Lockheed Martin Corp

Industrials
65
+ 0.88%
$410.74 - $499.21 $26.7K - $32.4K
7.43K $3.71M
ES
Eversource Energy

Utilities
737
+ 2.28%
$62.86 - $71.14 $46.3K - $52.4K
33K $2.35M
MRK
Merck & Co., Inc.

Healthcare
1.67K
+ 7.71%
$77.6 - $87.37 $130K - $146K
23.3K $1.96M
DFIV
Dimensional ETF Tr

ETFs
185
+ 0.29%
$42.66 - $46.53 $7.89K - $8.61K
63.7K $2.94M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
832
+ 13.48%
$138.08 - $151.2 $115K - $126K
7K $1.06M
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
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
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
1.32K
+ 11.52%
$51.7 - $54.73 $68.1K - $72.1K
12.8K $698K
BX
Blackstone Inc.

Financial Services
4
+ 0.08%
$152.77 - $188.68 $611 - $755
4.95K $846K
PKG
Packaging Corp Of America

Consumer Cyclical
8
+ 0.23%
$191.41 - $220.25 $1.53K - $1.76K
3.48K $758K
IVW
Ishares S&P 500 Growth ETF

ETFs
137
+ 1.66%
$108.97 - $121.65 $14.9K - $16.7K
8.4K $1.01M
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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