Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VBR
Vanguard Small Cap Value ETF

ETFs
-475
- 3.02%
$183.02 - $207.75 $86.9K - $98.7K
15.3K $2.83M
VEU
Vanguard Ftse All World Ex Us

ETFs
-10.1K
- 10.92%
$56.51 - $62.98 $569K - $634K
82.1K $5.01M
XLP
Consumer Staples Sector Spdr

ETFs
-3.52K
- 15.57%
N/A
19.1K $1.45M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-338
- 5.75%
$254.58 - $302.92 $86K - $102K
5.54K $1.43M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.78K
- 12.89%
$51.52 - $52.37 $246K - $250K
32.3K $1.69M
MS
Morgan Stanley

Financial Services
-145
- 0.78%
$111.68 - $141.08 $16.2K - $20.5K
18.4K $2.15M
BX
Blackstone Inc.

Financial Services
-156
- 3.12%
$136.53 - $186.74 $21.3K - $29.1K
4.84K $676K
TSCO
Tractor Supply CO

Consumer Cyclical
-4.36K
- 13.85%
$51.66 - $57.94 $225K - $253K
27.2K $1.5M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-202
- 1.67%
$121.0 - $142.28 $24.4K - $28.7K
11.9K $1.47M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-5.28K
- 42.99%
$31.42 - $34.87 $166K - $184K
6.99K $237K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.97K
- 31.1%
$77.7 - $78.94 $153K - $156K
4.37K $344K
VTI
Vanguard Total Stock Market Et

ETFs
-194
- 3.28%
$271.18 - $303.12 $52.6K - $58.8K
5.72K $1.56M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.79K
- 8.2%
$21.75 - $24.28 $82.3K - $91.9K
42.4K $930K
SBUX
Starbucks Corp

Consumer Cyclical
-3.33K
- 12.15%
$91.75 - $115.81 $305K - $385K
24.1K $2.36M
IWD
Ishares Russell 1000 Val ETF

ETFs
-853
- 3.98%
$182.82 - $196.21 $156K - $167K
20.6K $3.83M
SPMD
Spdr Portfolio

ETFs
-834
- 3.98%
$50.21 - $57.73 $41.9K - $48.1K
20.1K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-55
- 1.53%
$497.6 - $606.74 $27.4K - $33.4K
3.55K $1.76M
IWY
Ishares Tr Russell 200 Growth

ETFs
-229
- 9.85%
$210.19 - $243.33 $48.1K - $55.7K
2.1K $441K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-4.47K
- 10.66%
$75.32 - $84.77 $337K - $379K
37.5K $3.09M
COST
Costco Wholesale Corp

Consumer Defensive
-653
- 3.74%
$890.62 - $1076.86 $582K - $703K
16.8K $15.9M
CACI
Caci International Inc

Technology
-229
- 1.1%
N/A
20.5K $8.78M
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.55K
- 11.74%
$78.54 - $84.86 $122K - $131K
11.6K $946K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-3.19K
- 14.45%
$28.55 - $29.09 $91K - $92.7K
18.9K $543K
IWN
Ishares Russell2000 Val ETF

ETFs
-211
- 4.92%
$149.27 - $169.4 $31.5K - $35.7K
4.08K $616K
PEP
Pepsico Inc

Consumer Defensive
-18
- 0.04%
$142.64 - $156.42 $2.57K - $2.82K
40.4K $6.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-228
- 3.53%
$196.12 - $229.48 $44.7K - $52.3K
6.22K $1.25M
HCA
Hca Healthcare, Inc.

Healthcare
-466
- 28.04%
$296.7 - $345.55 $138K - $161K
1.2K $413K
VO
Vanguard Mid Cap ETF

ETFs
-161
- 2.68%
$251.87 - $277.95 $40.6K - $44.7K
5.86K $1.51M
PLD
Prologis, Inc.

Real Estate
-1.02K
- 19.22%
$103.59 - $124.04 $106K - $126K
4.28K $478K
IVW
Ishares S&P 500 Growth ETF

ETFs
-14
- 0.16%
$92.45 - $106.69 $1.29K - $1.49K
8.52K $788K
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.59K
- 20.04%
$34.83 - $37.52 $90.3K - $97.3K
10.4K $378K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-620
- 3.26%
$65.27 - $71.18 $40.5K - $44.1K
18.4K $1.21M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-237
- 0.75%
$28.64 - $32.91 $6.79K - $7.8K
31.5K $918K
NKE
Nike, Inc.

Consumer Cyclical
-4
- 0.08%
$63.29 - $81.72 $253 - $327
4.96K $314K
GPN
Global Payments Inc

Industrials
-1
- 0.03%
$92.18 - $113.03 $92.2 - $113
3.97K $388K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-62
- 0.89%
$96.85 - $111.39 $6K - $6.91K
6.89K $678K
FBT
First Trust Nyse Arca Biotechn

ETFs
-242
- 3.18%
$164.86 - $182.19 $39.9K - $44.1K
7.36K $1.21M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.37K
- 9.25%
$42.5 - $46.71 $58.4K - $64.1K
13.5K $610K
KXI
Ishares Tr Global Consumer Sta

ETFs
-1.64K
- 8.54%
$58.57 - $64.8 $96.1K - $106K
17.6K $1.12M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-47
- 0.54%
$169.43 - $182.84 $7.96K - $8.59K
8.73K $1.5M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.74K
- 13.91%
$25.81 - $28.52 $44.8K - $49.5K
10.7K $296K
PFE
Pfizer Inc

Healthcare
-962
- 9.73%
$25.01 - $27.13 $24.1K - $26.1K
8.93K $226K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-74
- 2.69%
$77.33 - $90.16 $5.72K - $6.67K
2.68K $209K
CLX
Clorox CO

Consumer Defensive
-50
- 3.27%
$141.76 - $162.89 $7.09K - $8.14K
1.48K $217K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.2K
- 16.57%
$36.6 - $39.56 $43.9K - $47.4K
6.04K $233K
FVD
First Tr Value Line Divid Inde

ETFs
-1.12K
- 2.69%
$42.61 - $45.51 $47.8K - $51K
40.5K $1.79M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-156
- 3.57%
$58.11 - $65.29 $9.07K - $10.2K
4.21K $249K
NXPI
Nxp Semiconductors N.V.

Technology
-5
- 0.43%
$189.99 - $245.86 $950 - $1.23K
1.17K $222K
VTV
Vanguard Value ETF

ETFs
-209
- 2.02%
$167.73 - $179.21 $35.1K - $37.5K
10.1K $1.73M
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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