Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q4 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GPN
Global Payments Inc

Industrials
-48K
- 92.36%
$97.57 - $119.38 $4.68M - $5.73M
3.97K $445K
IVE
Ishares S&P 500 Value ETF

ETFs
-11.4K
- 4.01%
$189.5 - $206.17 $2.16M - $2.35M
273K $52.1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-8.62K
- 1.35%
$96.64 - $101.23 $833K - $873K
632K $61.2M
XLK
Technology Sector Spdr

ETFs
-15.6K
- 15.38%
$220.26 - $241.44 $3.44M - $3.77M
86K $20M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-44.4K
- 17.39%
$51.58 - $52.91 $2.29M - $2.35M
211K $10.9M
XLV
Select Sector Spdr Fund Health

ETFs
-2.41K
- 1.91%
$136.28 - $154.74 $328K - $372K
124K $17M
UNH
Unitedhealth Group Inc

Healthcare
-205
- 1.06%
$485.52 - $625.25 $99.5K - $128K
19.1K $9.65M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-29.6K
- 44.37%
$51.54 - $52.55 $1.52M - $1.55M
37.1K $1.92M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-23K
- 5.93%
$49.79 - $51.14 $1.15M - $1.18M
365K $18.3M
ADBE
Adobe Inc.

Technology
-36
- 0.28%
$437.39 - $552.96 $15.7K - $19.9K
12.7K $5.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9.91K
- 3.1%
$311.11 - $335.64 $3.08M - $3.33M
310K $99.9M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-562
- 13.5%
$501.29 - $612.85 $282K - $344K
3.6K $1.87M
AOR
Ishares Tr Core Growth Allocat

ETFs
-11.2K
- 74.47%
$57.32 - $59.66 $644K - $670K
3.85K $220K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-17.1K
- 58.2%
$31.83 - $34.97 $544K - $597K
12.3K $396K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-8.17K
- 12.92%
$56.06 - $61.35 $458K - $501K
55.1K $3.11M
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 0.36%
$385.02 - $431.37 $40.4K - $45.3K
28.9K $11.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.31K
- 8.91%
$59.25 - $72.99 $137K - $169K
23.7K $1.41M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.75K
- 8.9%
$66.77 - $71.52 $584K - $626K
89.6K $6.17M
MRK
Merck & Co., Inc.

Healthcare
-1.25K
- 5.87%
$96.31 - $114.76 $120K - $143K
20K $1.99M
SBUX
Starbucks Corp

Consumer Cyclical
-2.05K
- 6.95%
$87.44 - $102.5 $179K - $210K
27.4K $2.5M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.95K
- 10.66%
$176.42 - $186.91 $343K - $364K
16.3K $2.9M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4K
- 6.02%
$34.13 - $37.35 $136K - $149K
62.4K $2.13M
FISV
Fiserv Inc

Technology
-2.84K
- 4.71%
N/A
57.5K $7.2M
GPC
Genuine Parts CO

Consumer Cyclical
-1.06K
- 10.88%
$113.11 - $143.63 $120K - $153K
8.71K $1.02M
CAT
Caterpillar Inc

Industrials
-180
- 1.93%
$360.37 - $416.88 $64.9K - $75K
9.15K $3.32M
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 0.54%
$244.52 - $284.07 $16.9K - $19.6K
12.8K $3.15M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.18K
- 5.22%
$183.23 - $199.79 $216K - $236K
21.4K $3.96M
PG
Procter & Gamble CO

Consumer Defensive
-771
- 2.26%
$161.05 - $179.7 $124K - $139K
33.3K $5.58M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-547
- 1.89%
$79.93 - $88.06 $43.7K - $48.2K
28.5K $2.28M
GD
General Dynamics Corp

Industrials
-3
- 0.04%
$260.28 - $314.03 $781 - $942
7.17K $1.89M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-751
- 0.91%
$38.37 - $42.82 $28.8K - $32.2K
81.4K $3.12M
CTAS
Cintas Corp

Industrials
-777
- 16.88%
$182.7 - $226.47 $142K - $176K
3.83K $698K
XLP
Consumer Staples Sector Spdr

ETFs
-3.26K
- 12.6%
N/A
22.6K $1.72M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.91K
- 31.51%
$77.86 - $79.27 $227K - $231K
6.34K $494K
KXI
Ishares Tr Global Consumer Sta

ETFs
-1.97K
- 9.3%
$60.15 - $65.39 $118K - $129K
19.2K $1.16M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-3.21K
- 43.42%
$72.18 - $81.41 $232K - $261K
4.19K $316K
XOM
Exxon Mobil Corp

Energy
-660
- 4.34%
$105.51 - $125.37 $69.6K - $82.7K
14.6K $1.57M
CACI
Caci International Inc

Technology
-501
- 2.36%
N/A
20.8K $8.88M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.22K
- 7.38%
$104.59 - $118.05 $232K - $262K
27.8K $3.02M
MCD
Mcdonalds Corp

Consumer Cyclical
-69
- 0.55%
$288.47 - $316.54 $19.9K - $21.8K
12.4K $3.61M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.45K
- 11.43%
$65.67 - $69.79 $161K - $171K
19K $1.27M
FBT
First Trust Nyse Arca Biotechn

ETFs
-717
- 8.62%
$161.65 - $178.69 $116K - $128K
7.6K $1.26M
ACN
Accenture PLC

Technology
-400
- 2.81%
$343.9 - $376.86 $138K - $151K
13.8K $4.86M
CVX
Chevron Corp

Energy
-776
- 3.67%
$141.15 - $162.53 $110K - $126K
20.3K $2.95M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.01K
- 6.83%
$60.73 - $64.94 $122K - $130K
27.3K $1.68M
SPMD
Spdr Portfolio

ETFs
-2.89K
- 12.11%
$54.13 - $59.56 $156K - $172K
21K $1.15M
APD
Air Products & Chemicals, Inc.

Basic Materials
-324
- 4.0%
$285.5 - $335.62 $92.5K - $109K
7.77K $2.25M
DHR
Danaher Corp

Healthcare
-25
- 0.85%
$226.16 - $274.52 $5.65K - $6.86K
2.92K $670K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.89K
- 11.3%
$44.04 - $49.49 $83.3K - $93.6K
14.8K $653K
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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