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
CINF
Cincinnati Financial Corp

Financial Services
2
+ 0.08%
$132.86 - $160.16 $266 - $320
2.5K $358K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
276
+ 3.06%
$41.09 - $45.94 $11.3K - $12.7K
9.3K $391K
UBSI
United Bankshares Inc

Financial Services
68
+ 0.29%
$35.53 - $43.29 $2.42K - $2.94K
23.6K $886K
PM
Philip Morris International Inc.

Consumer Defensive
91
+ 4.83%
$118.38 - $133.06 $10.8K - $12.1K
1.98K $237K
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.26%
$260.27 - $280.65 $521 - $561
778 $209K
IWS
Ishares Russell Midcap Value E

ETFs
104
+ 3.34%
$128.08 - $140.32 $13.3K - $14.6K
3.22K $415K
DVY
Ishares Tr

ETFs
64
+ 3.49%
$129.55 - $143.41 $8.29K - $9.18K
1.9K $249K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
588
+ 5.08%
$27.8 - $29.05 $16.3K - $17.1K
12.2K $338K
Linde PLC
177
+ 1.01%
N/A
17.8K $0
Jacobs Solutions Inc
2.42K
+ 4.42%
N/A
57.1K $0
EMBD
Global X Fds Emerging Mkts Bd

ETFs
470
+ 3.75%
$22.51 - $23.61 $10.6K - $11.1K
13K $293K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
415
+ 1.92%
$28.6 - $29.27 $11.9K - $12.1K
22.1K $632K
ABT
Abbott Laboratories

Healthcare
4
+ 0.08%
$111.93 - $119.39 $448 - $478
5.08K $574K
TT
Trane Technologies PLC

Industrials
17
+ 3.09%
$369.35 - $419.14 $6.28K - $7.13K
567 $209K
VZ
Verizon Communications Inc

Communication Services
553
+ 9.49%
$39.6 - $45.21 $21.9K - $25K
6.38K $255K
XT
Ishares Tr Exponential Technol

ETFs
22
+ 0.31%
$58.7 - $62.72 $1.29K - $1.38K
7.09K $423K
RTX
Raytheon Technologies Corp

Industrials
66
+ 1.64%
$114.45 - $127.21 $7.55K - $8.4K
4.08K $472K
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.06%
$211.27 - $239.8 $211 - $240
1.55K $334K
SCHX
Schwab Strategic Tr Us Large C

ETFs
30K
+ 185.6%
$22.4 - $68.28 $672K - $2.05M
46.2K $1.07M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
170
+ 1.43%
$134.53 - $150.65 $22.9K - $25.6K
12.1K $1.64M
DUK
Duke Energy Corp

Utilities
77
+ 1.64%
$105.76 - $120.76 $8.14K - $9.3K
4.76K $513K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.38K
+ 5.59%
$33.39 - $37.66 $46.2K - $52.1K
26.1K $872K
AWK
American Water Works Company, Inc.

Utilities
55
+ 3.37%
$123.83 - $146.07 $6.81K - $8.03K
1.69K $209K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
302
+ 3.63%
$119.34 - $127.78 $36K - $38.6K
8.63K $1.03M
TGT
Target Corp

Consumer Defensive
35
+ 1.67%
$121.59 - $160.69 $4.26K - $5.62K
2.13K $288K
ECL
Ecolab Inc.

Basic Materials
1
+ 0.05%
$234.32 - $261.43 $234 - $261
2.09K $490K
ZTS
Zoetis Inc.

Healthcare
105
+ 5.24%
$162.24 - $194.42 $17K - $20.4K
2.11K $343K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.58K
+ 4.74%
$28.33 - $31.77 $44.8K - $50.2K
34.9K $989K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.08K
+ 7.92%
$75.65 - $83.47 $233K - $257K
42K $3.19M
AMGN
Amgen Inc

Healthcare
5
+ 0.33%
$258.78 - $328.31 $1.29K - $1.64K
1.52K $396K
KO
Coca Cola CO

Consumer Defensive
39
+ 0.39%
$61.74 - $71.71 $2.41K - $2.8K
10.1K $630K
PLD
Prologis, Inc.

Real Estate
34
+ 0.65%
$101.4 - $126.96 $3.45K - $4.32K
5.3K $560K
CMCSA
Comcast Corp

Communication Services
1.1K
+ 2.66%
$37.39 - $45.14 $41.1K - $49.6K
42.4K $1.59M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.06%
$297.52 - $415.61 $298 - $416
1.66K $498K
MDT
Medtronic PLC

Healthcare
129
+ 0.66%
$79.61 - $92.24 $10.3K - $11.9K
19.7K $1.57M
WM
Waste Management Inc

Industrials
49
+ 0.11%
$201.79 - $228.46 $9.89K - $11.2K
43.7K $8.83M
JNJ
Johnson & Johnson

Healthcare
416
+ 2.17%
$143.34 - $165.86 $59.6K - $69K
19.6K $2.83M
NEE
Nextera Energy Inc

Utilities
1.07K
+ 3.55%
$69.77 - $85.43 $74.7K - $91.4K
31.2K $2.24M
MSFT
Microsoft Corp

Technology
126
+ 0.29%
$406.35 - $454.46 $51.2K - $57.3K
44.3K $18.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
794
+ 1.04%
$67.29 - $73.38 $53.4K - $58.3K
77.4K $5.26M
ABBV
Abb Vie Inc.

Healthcare
18
+ 0.08%
$164.99 - $203.87 $2.97K - $3.67K
21.3K $3.78M
LMT
Lockheed Martin Corp

Industrials
57
+ 0.86%
$479.66 - $614.62 $27.3K - $35K
6.65K $3.23M
LLY
Eli Lilly & CO

Healthcare
89
+ 1.44%
$727.2 - $932.06 $64.7K - $83K
6.26K $4.83M
TSCO
Tractor Supply CO

Consumer Cyclical
23.2K
+ 278.0%
$52.59 - $303.74 $1.22M - $7.04M
31.5K $1.67M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
199K
+ 92.67%
$18.41 - $40.87 $3.67M - $8.14M
414K $7.66M
NVO
Novo Nordisk A S

Healthcare
1.8K
+ 2.87%
$85.0 - $120.04 $153K - $216K
64.4K $5.54M
IEFA
Ishares Tr

ETFs
53.9K
+ 6.41%
$70.06 - $77.43 $3.78M - $4.17M
894K $62.8M
FNDF
Schwab Fundamental Intl Large

ETFs
32.9K
+ 3.56%
$32.92 - $37.15 $1.08M - $1.22M
956K $31.8M
EFG
Msci Eafe Growth ETF

ETFs
4.65K
+ 1.47%
$96.83 - $106.88 $450K - $496K
320K $31M
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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