Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q2 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-683
- 3.49%
$274.35 - $599.47 $187K - $409K
18.9K $5.89M
XLF
Financial Sector Spdr

ETFs
-96.1K
- 18.55%
$43.92 - $52.37 $4.22M - $5.03M
422K $22.1M
APD
Air Products & Chemicals, Inc.

Basic Materials
-7.11K
- 89.46%
$248.61 - $294.96 $1.77M - $2.1M
838 $236K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-31.5K
- 87.11%
$48.13 - $49.85 $1.52M - $1.57M
4.67K $228K
MUB
Ishares National Muni Bond ETF

ETFs
-13.2K
- 53.99%
$102.31 - $105.8 $1.35M - $1.4M
11.3K $1.18M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-17.1K
- 36.25%
$47.89 - $48.65 $821K - $834K
30.1K $1.47M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-12.2K
- 66.47%
$59.24 - $71.39 $723K - $872K
6.16K $438K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9.68K
- 20.25%
$47.46 - $55.3 $459K - $535K
38.1K $2.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-403
- 11.36%
$390.26 - $489.06 $157K - $197K
3.14K $1.27M
JNJ
Johnson & Johnson

Healthcare
-857
- 4.26%
$146.36 - $159.82 $125K - $137K
19.3K $2.94M
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 4.5%
$73.47 - $87.12 $74.9K - $88.9K
21.7K $1.71M
LLY
Eli Lilly & CO

Healthcare
-36
- 0.58%
$713.71 - $898.95 $25.7K - $32.4K
6.18K $4.82M
EFG
Msci Eafe Growth ETF

ETFs
-7.5K
- 15.58%
$89.8 - $112.0 $673K - $840K
40.6K $4.55M
IEMG
Ishares Inc

ETFs
-5.45K
- 1.26%
N/A
426K $22.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-114
- 0.88%
$285.55 - $321.23 $32.6K - $36.6K
12.8K $3.74M
TFC
Truist Financial Corp

Financial Services
-7.16K
- 36.45%
$34.79 - $42.99 $249K - $308K
12.5K $537K
PGR
Progressive Corp

Financial Services
-582
- 8.4%
$255.27 - $288.74 $149K - $168K
6.35K $1.69M
ACN
Accenture PLC

Technology
-322
- 2.62%
$279.23 - $323.21 $89.9K - $104K
12K $3.58M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-10.1K
- 6.27%
$90.56 - $109.49 $911K - $1.1M
150K $16.4M
CHCO
City Holding CO

Financial Services
-2.5K
- 15.43%
$108.93 - $123.42 $273K - $309K
13.7K $1.68M
XOM
Exxon Mobil Corp

Energy
-503
- 3.49%
$99.93 - $119.04 $50.3K - $59.9K
13.9K $1.5M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.58K
- 9.5%
$47.86 - $55.77 $123K - $144K
24.6K $1.3M
INMU
Blackrock ETF Tr Ii Intermedia
-6.41K
- 7.72%
$22.95 - $23.7 $147K - $152K
76.6K $1.79M
SBUX
Starbucks Corp

Consumer Cyclical
-118
- 0.49%
$79.69 - $99.41 $9.4K - $11.7K
23.9K $2.19M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.06K
- 3.94%
$168.34 - $195.42 $1.02M - $1.19M
148K $28.9M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.55K
- 7.89%
$51.68 - $52.76 $132K - $135K
29.8K $1.57M
V
Visa Inc.

Financial Services
-365
- 4.7%
$308.27 - $373.31 $113K - $136K
7.4K $2.63M
GPN
Global Payments Inc

Industrials
-174
- 4.38%
$67.47 - $99.6 $11.7K - $17.3K
3.8K $303K
SUB
Ishares Short Term National Mu

ETFs
-789
- 11.7%
$104.77 - $106.34 $82.7K - $83.9K
5.95K $633K
DUK
Duke Energy Corp

Utilities
-442
- 8.5%
$112.46 - $124.05 $49.7K - $54.8K
4.76K $561K
IWN
Ishares Russell2000 Val ETF

ETFs
-630
- 15.44%
$131.84 - $157.76 $83.1K - $99.4K
3.45K $544K
AMGN
Amgen Inc

Healthcare
-79
- 5.85%
$262.28 - $309.85 $20.7K - $24.5K
1.27K $355K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-802
- 18.37%
$77.94 - $79.5 $62.5K - $63.8K
3.56K $283K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-2.12K
- 7.25%
$35.3 - $37.51 $74.9K - $79.6K
27.2K $1.02M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-1.27K
- 21.65%
$60.34 - $74.89 $76.6K - $95.1K
4.6K $344K
MBB
Ishares Tr

ETFs
-603
- 1.18%
$91.41 - $94.22 $55.1K - $56.8K
50.7K $4.76M
ADP
Automatic Data Processing Inc

Industrials
-251
- 2.14%
$276.76 - $326.81 $69.5K - $82K
11.5K $3.53M
PLD
Prologis, Inc.

Real Estate
-133
- 3.11%
$89.76 - $112.34 $11.9K - $14.9K
4.15K $436K
AZN
Astrazeneca PLC

Healthcare
-321
- 6.14%
$64.87 - $75.0 $20.8K - $24.1K
4.91K $343K
ZTS
Zoetis Inc.

Healthcare
-114
- 5.5%
$144.41 - $170.3 $16.5K - $19.4K
1.96K $305K
FVD
First Tr Value Line Divid Inde

ETFs
-1.19K
- 2.93%
$40.62 - $45.12 $48.1K - $53.5K
39.3K $1.76M
CME
Cme Group Inc.

Financial Services
-145
- 12.87%
$252.37 - $290.71 $36.6K - $42.2K
982 $270K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-2.08K
- 13.74%
$27.24 - $33.15 $56.7K - $69.1K
13.1K $431K
XLP
Consumer Staples Sector Spdr

ETFs
-348
- 1.83%
N/A
18.7K $1.42M
TGT
Target Corp

Consumer Defensive
-125
- 5.64%
$88.76 - $105.77 $11.1K - $13.2K
2.09K $206K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-647
- 1.18%
$46.41 - $47.7 $30K - $30.9K
54.2K $2.58M
KO
Coca Cola CO

Consumer Defensive
-158
- 1.56%
$68.37 - $73.9 $10.8K - $11.7K
9.99K $706K
HEFA
Ishares Currency Hedged Msci E

ETFs
-893
- 8.63%
$32.11 - $38.21 $28.7K - $34.1K
9.46K $359K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-100
- 2.77%
$90.85 - $102.31 $9.09K - $10.2K
3.51K $352K
Activity Summary
Buys All Purchases 125 New Holdings 17 Increased Positions 108 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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