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
TXN
Texas Instruments Inc

Technology
277
+ 2.3%
N/A
12.3K $2.39M
ACWI
Ishares Msci Acwi ETF

ETFs
467
+ 25.26%
$115.16 - $124.13 $53.8K - $58K
2.32K $269K
ITW
Illinois Tool Works Inc

Industrials
352
+ 4.71%
$244.9 - $274.48 $86.2K - $96.6K
7.82K $1.94M
MRK
Merck & Co., Inc.

Healthcare
2.67K
+ 13.32%
$83.01 - $101.02 $221K - $269K
22.7K $2.04M
CME
Cme Group Inc.

Financial Services
28
+ 2.55%
$225.82 - $266.54 $6.32K - $7.46K
1.13K $298K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.64K
+ 6.52%
$41.35 - $44.46 $67.6K - $72.7K
26.7K $1.12M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.47K
+ 6.17%
$44.11 - $47.04 $64.8K - $69.1K
25.3K $1.12M
IBM
International Business Machines Corp

Technology
21
+ 2.22%
$217.4 - $264.74 $4.57K - $5.56K
966 $240K
CMCSA
Comcast Corp

Communication Services
1.29K
+ 3.03%
$33.19 - $38.23 $42.6K - $49.1K
43.7K $1.61M
BNL
Broadstone Net Lease, Inc.

Real Estate
252
+ 2.11%
$15.2 - $17.25 $3.83K - $4.35K
12.2K $207K
IOO
Ishares Tr Global 100 ETF

ETFs
250
+ 9.21%
$96.2 - $105.12 $24.1K - $26.3K
2.96K $285K
ISRG
Intuitive Surgical Inc

Healthcare
48
+ 6.56%
$476.63 - $610.45 $22.9K - $29.3K
780 $386K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.31%
N/A
2.56K $467K
VFH
Vanguard Financial ETF

ETFs
8
+ 0.3%
$114.07 - $127.34 $913 - $1.02K
2.72K $320K
Jacobs Solutions Inc
1.47K
+ 2.58%
N/A
58.6K $0
Linde PLC
653
+ 3.68%
N/A
18.4K $0
Blackrock Inc
24
+ 6.02%
N/A
423 $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.33K
+ 52.89%
N/A
9.62K $0
Blackrock ETF Trust Ii
6.97K
+ 60.25%
N/A
18.5K $0
XLI
Industrial Sector Spdr

ETFs
1
+ 0.04%
$128.78 - $141.67 $129 - $142
2.23K $290K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.9%
$253.32 - $282.66 $1.77K - $1.98K
785 $200K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
505
+ 5.43%
$37.84 - $44.02 $19.1K - $22.2K
9.81K $377K
CHCO
City Holding CO

Financial Services
20
+ 0.12%
$114.48 - $120.39 $2.29K - $2.41K
16.2K $1.91M
LOW
Lowes Companies Inc

Consumer Cyclical
677
+ 5.3%
$222.66 - $268.42 $151K - $182K
13.5K $3.14M
MVBF
Mvb Financial Corp

Financial Services
4K
+ 15.46%
$16.91 - $20.73 $67.6K - $82.9K
29.9K $517K
IWR
Ishares Russell Mid Cap ETF

ETFs
895
+ 3.35%
$82.81 - $92.93 $74.1K - $83.2K
27.6K $2.34M
SOXX
Ishares Semiconductor ETF

ETFs
67
+ 4.32%
$188.17 - $235.81 $12.6K - $15.8K
1.62K $305K
TFC
Truist Financial Corp

Financial Services
305
+ 1.58%
$39.48 - $48.15 $12K - $14.7K
19.7K $808K
SPYG
Spdr Portfolio

ETFs
2
+ 0.04%
$80.05 - $92.39 $160 - $185
5.67K $454K
DHR
Danaher Corp

Healthcare
81
+ 2.77%
$201.62 - $250.59 $16.3K - $20.3K
3K $615K
TGT
Target Corp

Consumer Defensive
83
+ 3.89%
$103.65 - $142.5 $8.6K - $11.8K
2.22K $231K
DIS
Walt Disney CO

Communication Services
39
+ 0.73%
$96.87 - $114.0 $3.78K - $4.45K
5.38K $530K
ORCL
Oracle Corp

Technology
532
+ 8.34%
$139.81 - $186.47 $74.4K - $99.2K
6.91K $966K
UPS
United Parcel Service Inc

Industrials
703
+ 6.34%
$109.66 - $136.26 $77.1K - $95.8K
11.8K $1.3M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.19%
$542.38 - $646.34 $1.63K - $1.94K
1.55K $843K
VB
Vanguard Small Cap ETF

ETFs
50
+ 0.49%
$217.89 - $252.64 $10.9K - $12.6K
10.2K $2.25M
AYI
Acuity Brands Inc

Industrials
1.62K
+ 7.18%
$257.8 - $337.07 $418K - $547K
24.2K $6.38M
TROW
Price T Rowe Group Inc

Financial Services
635
+ 4.55%
$91.57 - $116.93 $58.1K - $74.3K
14.6K $1.34M
LMT
Lockheed Martin Corp

Industrials
30
+ 0.45%
$423.19 - $506.29 $12.7K - $15.2K
6.68K $2.98M
INTU
Intuit Inc

Technology
1
+ 0.01%
$555.63 - $630.23 $556 - $630
18.1K $11.1M
DFAT
Dimensional ETF Tr U S Target

ETFs
6.95K
+ 4.35%
$50.44 - $58.1 $351K - $404K
167K $8.59M
NVO
Novo Nordisk A S

Healthcare
234
+ 0.36%
$69.3 - $90.95 $16.2K - $21.3K
64.7K $4.49M
AMZN
Amazon Com Inc

Consumer Cyclical
965
+ 2.01%
$190.26 - $242.06 $184K - $234K
48.9K $9.3M
NVDA
Nvidia Corp

Technology
2.15K
+ 2.99%
$106.98 - $149.43 $230K - $322K
74.2K $8.04M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.07K
+ 0.67%
$102.49 - $119.96 $109K - $128K
160K $16.7M
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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