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
UPS
United Parcel Service Inc

Industrials
-231
- 2.04%
$122.65 - $138.35 $28.3K - $32K
11.1K $1.4M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-5.2K
- 14.08%
$29.46 - $32.64 $153K - $170K
31.7K $979K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-3.02K
- 20.87%
$47.71 - $49.76 $144K - $150K
11.4K $560K
EEM
Ishares Msci Emerging Markets

ETFs
-1.45K
- 9.27%
$41.82 - $47.36 $60.6K - $68.7K
14.2K $593K
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
-942
- 25.95%
$106.1 - $114.66 $99.9K - $108K
2.69K $286K
IWL
Ishares Tr Russell 200 ETF

ETFs
-11.9K
- 3.15%
$138.92 - $149.97 $1.65M - $1.78M
365K $52.9M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-478
- 8.47%
$185.87 - $204.12 $88.8K - $97.6K
5.17K $972K
SHW
Sherwin Williams CO

Basic Materials
-210
- 24.71%
$338.75 - $399.71 $71.1K - $83.9K
640 $217K
PGR
Progressive Corp

Financial Services
-16
- 0.23%
$239.6 - $268.88 $3.83K - $4.3K
6.8K $1.63M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.53K
- 16.34%
$34.42 - $35.88 $87K - $90.7K
12.9K $449K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-168
- 5.23%
$442.29 - $483.08 $74.3K - $81.2K
3.05K $1.38M
FVD
First Tr Value Line Divid Inde

ETFs
-435
- 1.03%
$43.4 - $46.7 $18.9K - $20.3K
41.6K $1.82M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.88K
- 23.56%
$43.44 - $45.05 $81.8K - $84.8K
6.11K $265K
CSX
Csx Corp

Industrials
-1.15K
- 4.92%
$31.58 - $36.88 $36.3K - $42.4K
22.2K $716K
VDC
Vanguard Consumer Staples ETF

ETFs
-131
- 1.5%
$210.96 - $223.62 $27.6K - $29.3K
8.58K $1.81M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-1.26K
- 14.85%
$36.15 - $41.9 $45.6K - $52.9K
7.24K $263K
ITW
Illinois Tool Works Inc

Industrials
-75
- 0.99%
$253.56 - $278.5 $19K - $20.9K
7.47K $1.89M
PFE
Pfizer Inc

Healthcare
-2.02K
- 16.92%
$24.8 - $30.19 $50K - $60.8K
9.89K $262K
HSY
Hershey CO

Consumer Defensive
-261
- 16.35%
$168.67 - $193.65 $44K - $50.5K
1.34K $226K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-134
- 4.08%
$563.99 - $620.12 $75.6K - $83.1K
3.15K $1.79M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-725
- 15.31%
$88.59 - $94.57 $64.2K - $68.6K
4.01K $355K
VBR
Vanguard Small Cap Value ETF

ETFs
-167
- 1.05%
$197.36 - $217.3 $33K - $36.3K
15.7K $3.12M
IWX
Ishares Tr Russell 200 Value E

ETFs
-509
- 3.72%
$78.25 - $85.17 $39.8K - $43.4K
13.2K $1.04M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-461
- 6.67%
$201.32 - $217.44 $92.8K - $100K
6.45K $1.34M
NKE
Nike, Inc.

Consumer Cyclical
-10
- 0.2%
$73.36 - $89.13 $734 - $891
4.96K $375K
AZN
Astrazeneca PLC

Healthcare
-34
- 0.69%
$63.2 - $79.58 $2.15K - $2.71K
4.9K $321K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.25K
- 20.21%
$44.33 - $49.55 $55.3K - $61.8K
4.92K $221K
SO
Southern CO

Utilities
-157
- 2.77%
$81.5 - $94.15 $12.8K - $14.8K
5.51K $453K
NSC
Norfolk Southern Corp

Industrials
-148
- 10.82%
$230.6 - $277.0 $34.1K - $41K
1.22K $286K
AEP
American Electric Power CO Inc

Utilities
-46
- 1.03%
$90.91 - $102.21 $4.18K - $4.7K
4.42K $408K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-87
- 0.98%
$174.22 - $187.62 $15.2K - $16.3K
8.78K $1.54M
LNT
Alliant Energy Corp

Utilities
-700
- 14.83%
$56.24 - $63.63 $39.4K - $44.5K
4.02K $237K
IWM
Ishares Russell 2000 ETF

ETFs
-212
- 0.65%
$216.13 - $242.4 $45.8K - $51.4K
32.2K $7.13M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-372
- 2.89%
$26.63 - $30.23 $9.91K - $11.2K
12.5K $332K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-380
- 16.58%
$124.26 - $134.12 $47.2K - $51K
1.91K $245K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-474
- 14.68%
$84.34 - $95.14 $40K - $45.1K
2.76K $240K
NXPI
Nxp Semiconductors N.V.

Technology
-3
- 0.25%
$207.27 - $255.58 $622 - $767
1.18K $244K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-80
- 2.17%
$99.2 - $108.47 $7.94K - $8.68K
3.61K $358K
BNDX
Vanguard Total International B

ETFs
-585
- 10.99%
$48.91 - $50.61 $28.6K - $29.6K
4.74K $232K
KHC
Kraft Heinz CO

Consumer Defensive
-91
- 1.29%
$30.1 - $36.02 $2.74K - $3.28K
6.98K $214K
TFC
Truist Financial Corp

Financial Services
-1.06K
- 5.18%
$41.51 - $48.1 $43.9K - $50.9K
19.4K $839K
IWN
Ishares Russell2000 Val ETF

ETFs
-124
- 2.81%
$162.69 - $181.35 $20.2K - $22.5K
4.29K $704K
VGIT
Vanguard Intermediate Term Tre

ETFs
-306
- 7.18%
$57.78 - $60.4 $17.7K - $18.5K
3.96K $229K
VFH
Vanguard Financial ETF

ETFs
-447
- 14.17%
$108.87 - $126.2 $48.7K - $56.4K
2.71K $319K
XLI
Industrial Sector Spdr

ETFs
-119
- 5.07%
$131.76 - $143.99 $15.7K - $17.1K
2.23K $293K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-950
- 4.05%
$42.25 - $43.54 $40.1K - $41.4K
22.5K $966K
VLUE
Ishares Msci Usa Value Factor

ETFs
-23
- 0.52%
$104.01 - $115.38 $2.39K - $2.65K
4.43K $467K
CTVA
Corteva, Inc.

Basic Materials
-27
- 0.37%
$55.21 - $64.13 $1.49K - $1.73K
7.33K $417K
OEF
Ishares S&P 100 ETF

ETFs
-36
- 0.2%
N/A
18.4K $4.9M
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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