Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q3 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWL
Ishares Tr Russell 200 ETF

ETFs
-71.5K
- 34.47%
$152.78 - $166.59 $10.9M - $11.9M
136K $22.6M
GWW
W.W. Grainger, Inc.

Industrials
-6.38K
- 58.7%
$932.44 - $1059.49 $5.95M - $6.76M
4.49K $4.27M
UNH
Unitedhealth Group Inc

Healthcare
-17.2K
- 90.87%
$237.77 - $353.61 $4.08M - $6.07M
1.72K $595K
INTU
Intuit Inc

Technology
-170
- 0.91%
$646.03 - $807.39 $110K - $137K
18.5K $12.6M
NFLX
Netflix Inc

Communication Services
-303
- 3.09%
$1147.87 - $1297.18 $348K - $393K
9.5K $11.4M
COST
Costco Wholesale Corp

Consumer Defensive
-202
- 1.17%
$915.95 - $994.57 $185K - $201K
17K $15.8M
FISV
Fiserv Inc

Technology
-8.64K
- 15.5%
N/A
47.1K $5.9M
ACN
Accenture PLC

Technology
-829
- 6.92%
$232.56 - $304.78 $193K - $253K
11.2K $2.75M
MUB
Ishares National Muni Bond ETF

ETFs
-5.54K
- 49.17%
$103.24 - $106.68 $572K - $591K
5.73K $609K
ADBE
Adobe Inc.

Technology
-173
- 1.16%
$333.65 - $392.1 $57.7K - $67.8K
14.7K $5.18M
AJG
Arthur J. Gallagher & Co.

Financial Services
-42
- 0.13%
$284.17 - $319.49 $11.9K - $13.4K
32.4K $10M
SUB
Ishares Short Term National Mu

ETFs
-2.19K
- 36.71%
$106.17 - $107.3 $232K - $235K
3.77K $402K
EFG
Msci Eafe Growth ETF

ETFs
-2.51K
- 6.18%
$106.99 - $114.46 $269K - $287K
38.1K $4.34M
CMCSA
Comcast Corp

Communication Services
-398
- 0.88%
$31.41 - $36.33 $12.5K - $14.5K
45K $1.41M
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.22K
- 6.89%
$137.51 - $145.26 $305K - $323K
30K $4.27M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-4.07K
- 13.5%
$48.31 - $48.93 $197K - $199K
26.1K $1.27M
ADP
Automatic Data Processing Inc

Industrials
-60
- 0.52%
$288.69 - $310.94 $17.3K - $18.7K
11.4K $3.35M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-356
- 1.07%
$60.9 - $70.75 $21.7K - $25.2K
33K $2.06M
LLY
Eli Lilly & CO

Healthcare
-70
- 1.13%
$625.65 - $812.69 $43.8K - $56.9K
6.11K $4.66M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-1.69K
- 15.44%
$131.47 - $143.64 $222K - $243K
9.27K $1.31M
XLP
Consumer Staples Sector Spdr

ETFs
-1.76K
- 9.4%
N/A
17K $1.29M
PGR
Progressive Corp

Financial Services
-10
- 0.16%
$238.61 - $264.3 $2.39K - $2.64K
6.34K $1.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.77K
- 18.33%
$24.46 - $26.5 $190K - $206K
34.6K $910K
TXN
Texas Instruments Inc

Technology
-440
- 3.07%
N/A
13.9K $2.7M
CTAS
Cintas Corp

Industrials
-21
- 0.55%
$199.29 - $226.27 $4.19K - $4.75K
3.81K $781K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.5K
- 5.03%
$52.39 - $53.11 $78.5K - $79.6K
28.3K $1.5M
FVD
First Tr Value Line Divid Inde

ETFs
-2.79K
- 7.1%
$44.73 - $46.86 $125K - $131K
36.5K $1.69M
OEF
Ishares S&P 100 ETF

ETFs
-240
- 0.75%
N/A
31.6K $8.4M
DIS
Walt Disney CO

Communication Services
-103
- 1.96%
$112.25 - $124.0 $11.6K - $12.8K
5.16K $590K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.55K
- 1.48%
$72.57 - $74.72 $185K - $190K
170K $12.6M
ZTS
Zoetis Inc.

Healthcare
-291
- 14.85%
$141.13 - $159.19 $41.1K - $46.3K
1.67K $244K
VDC
Vanguard Consumer Staples ETF

ETFs
-119
- 1.77%
$212.64 - $225.25 $25.3K - $26.8K
6.6K $1.41M
AMZN
Amazon Com Inc

Consumer Cyclical
-305
- 0.6%
$211.65 - $238.24 $64.6K - $72.7K
50.4K $11.1M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.92K
- 13.48%
$26.52 - $27.64 $77.4K - $80.6K
18.7K $517K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.1K
- 11.42%
$28.95 - $29.73 $60.7K - $62.3K
16.3K $483K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-593
- 16.64%
$78.96 - $80.04 $46.8K - $47.5K
2.97K $237K
VBR
Vanguard Small Cap Value ETF

ETFs
-1.17K
- 7.86%
$195.41 - $212.37 $228K - $248K
13.7K $2.86M
MBB
Ishares Tr

ETFs
-1.04K
- 2.05%
$92.46 - $95.73 $96.3K - $99.7K
49.6K $4.72M
SO
Southern CO

Utilities
-486
- 9.61%
$90.83 - $96.0 $44.1K - $46.7K
4.57K $433K
FBT
First Trust Nyse Arca Biotechn

ETFs
-841
- 11.43%
$159.46 - $180.52 $134K - $152K
6.52K $1.17M
TRV
Travelers Companies, Inc.

Financial Services
-123
- 8.11%
$250.62 - $279.43 $30.8K - $34.4K
1.39K $388K
RTX
Raytheon Technologies Corp

Industrials
-606
- 14.93%
$144.19 - $167.33 $87.4K - $101K
3.45K $577K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-46
- 0.3%
$86.07 - $90.74 $3.96K - $4.17K
15.2K $1.36M
XOM
Exxon Mobil Corp

Energy
-695
- 5.0%
$105.83 - $117.22 $73.6K - $81.5K
13.2K $1.49M
AMGN
Amgen Inc

Healthcare
-45
- 3.54%
$271.18 - $309.22 $12.2K - $13.9K
1.23K $346K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-435
- 3.33%
$31.73 - $33.71 $13.8K - $14.7K
12.6K $425K
VZ
Verizon Communications Inc

Communication Services
-225
- 3.77%
$40.84 - $45.06 $9.19K - $10.1K
5.75K $252K
PLD
Prologis, Inc.

Real Estate
-390
- 9.4%
$104.08 - $115.35 $40.6K - $45K
3.76K $430K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-549
- 1.86%
$45.07 - $47.56 $24.7K - $26.1K
29K $1.33M
Activity Summary
Buys All Purchases 116 New Holdings 15 Increased Positions 101 Sells All Sells 137 Reductions 137 Sold out 0 Options Calls 0 Puts 0
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