Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q3 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-284K
- 30.74%
$96.25 - $101.98 $27.4M - $29M
640K $64.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-401K
- 85.74%
$51.02 - $52.74 $20.4M - $21.1M
66.7K $3.51M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-357K
- 92.4%
$31.39 - $35.47 $11.2M - $12.7M
29.4K $1.03M
XLP
Consumer Staples Sector Spdr

ETFs
-53.2K
- 67.33%
$76.04 - $76.04 $4.05M - $4.05M
25.8K $1.96M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-93.5K
- 9.74%
$56.04 - $62.99 $5.24M - $5.89M
867K $53M
NVO
Novo Nordisk A S

Healthcare
-932
- 1.47%
$119.07 - $145.42 $111K - $136K
62.6K $7.46M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-26.3K
- 14.68%
$71.45 - $75.64 $1.88M - $1.99M
153K $11.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-18.5K
- 66.65%
$76.94 - $79.54 $1.42M - $1.47M
9.25K $734K
XLK
Technology Sector Spdr

ETFs
-4.09K
- 3.87%
$197.34 - $237.68 $808K - $973K
102K $23M
MSFT
Microsoft Corp

Technology
-229
- 0.52%
$395.15 - $467.56 $90.5K - $107K
44.2K $19M
INTU
Intuit Inc

Technology
-39
- 0.21%
$602.97 - $670.49 $23.5K - $26.1K
18.2K $11.3M
WM
Waste Management Inc

Industrials
-77
- 0.18%
$196.96 - $223.45 $15.2K - $17.2K
43.7K $9.07M
IWN
Ishares Russell2000 Val ETF

ETFs
-2.11K
- 32.35%
$150.05 - $171.34 $317K - $362K
4.42K $736K
CACI
Caci International Inc

Technology
-422
- 1.95%
$427.76 - $427.76 $181K - $181K
21.3K $9.09M
XT
Ishares Tr Exponential Technol

ETFs
-3.6K
- 33.74%
$54.51 - $61.59 $196K - $222K
7.07K $430K
XCEM
Columbia ETF Tr Ii

ETFs
-8.37K
- 5.93%
$30.17 - $33.79 $252K - $283K
133K $4.34M
IWS
Ishares Russell Midcap Value E

ETFs
-1.47K
- 32.14%
$119.52 - $132.25 $176K - $195K
3.11K $411K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.29K
- 42.74%
$64.57 - $71.76 $148K - $164K
3.06K $219K
SUB
Ishares Short Term National Mu

ETFs
-1.46K
- 9.08%
$104.3 - $106.3 $152K - $155K
14.6K $1.55M
OEF
Ishares S&P 100 ETF

ETFs
-564
- 2.97%
$266.03 - $266.03 $150K - $150K
18.4K $4.91M
INTC
Intel Corp

Technology
-1.18K
- 10.59%
$18.9 - $34.87 $22.4K - $41.3K
9.99K $234K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-7.2K
- 16.31%
$26.74 - $30.37 $192K - $219K
36.9K $1.12M
GOOG
Alphabet Inc.

Communication Services
-12
- 0.21%
$149.54 - $192.66 $1.79K - $2.31K
5.73K $957K
TGT
Target Corp

Consumer Defensive
-723
- 25.62%
$133.47 - $159.25 $96.5K - $115K
2.1K $327K
KHC
Kraft Heinz CO

Consumer Defensive
-3.32K
- 31.97%
$31.86 - $36.13 $106K - $120K
7.07K $248K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.19K
- 12.17%
$84.77 - $97.13 $101K - $116K
8.59K $822K
FISV
Fiserv Inc

Technology
-618
- 1.01%
N/A
60.3K $7.56M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.12K
- 12.04%
$32.34 - $35.85 $68.5K - $75.9K
15.5K $548K
CLX
Clorox CO

Consumer Defensive
-682
- 30.58%
$131.73 - $166.97 $89.8K - $114K
1.55K $252K
VB
Vanguard Small Cap ETF

ETFs
-1.15K
- 9.72%
$214.77 - $237.72 $246K - $273K
10.7K $2.53M
VNQ
Vanguard Specialized Funds Van

ETFs
-870
- 26.66%
$82.97 - $98.97 $72.2K - $86.1K
2.39K $233K
SOXX
Ishares Semiconductor ETF

ETFs
-60
- 3.73%
$199.29 - $265.49 $12K - $15.9K
1.55K $357K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-451
- 6.12%
$175.46 - $203.3 $79.1K - $91.7K
6.91K $1.4M
KXI
Ishares Tr Global Consumer Sta

ETFs
-2.5K
- 10.55%
$59.84 - $66.17 $150K - $165K
21.2K $1.39M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-609
- 17.83%
$77.02 - $85.06 $46.9K - $51.8K
2.81K $237K
DIS
Walt Disney CO

Communication Services
-85
- 1.57%
$85.6 - $98.61 $7.28K - $8.38K
5.34K $513K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-636
- 14.91%
$98.85 - $111.3 $62.9K - $70.8K
3.63K $404K
VO
Vanguard Mid Cap ETF

ETFs
-627
- 9.41%
$237.84 - $263.83 $149K - $165K
6.03K $1.59M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-448
- 14.92%
$85.03 - $94.56 $38.1K - $42.4K
2.56K $237K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-850
- 10.31%
$65.15 - $72.97 $55.4K - $62K
7.4K $539K
SPYG
Spdr Portfolio

ETFs
-394
- 6.5%
$73.38 - $84.1 $28.9K - $33.1K
5.67K $469K
PM
Philip Morris International Inc.

Consumer Defensive
-516
- 21.5%
$101.25 - $127.45 $52.2K - $65.8K
1.88K $228K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-893
- 12.64%
$41.02 - $46.01 $36.6K - $41.1K
6.17K $280K
IWY
Ishares Tr Russell 200 Growth

ETFs
-115
- 4.71%
$194.66 - $225.97 $22.4K - $26K
2.33K $511K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-473
- 12.78%
$77.23 - $87.97 $36.5K - $41.6K
3.23K $280K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-191
- 1.93%
$434.77 - $502.96 $83K - $96.1K
9.72K $4.74M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-245
- 2.91%
$40.48 - $45.39 $9.92K - $11.1K
8.18K $360K
VGT
Vanguard Information Technolog

ETFs
-33
- 2.06%
$514.43 - $606.85 $17K - $20K
1.57K $922K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-342
- 10.8%
$102.05 - $114.97 $34.9K - $39.3K
2.82K $324K
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 1
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