Mc Kinley Carter Wealth Services, Inc. Sells in Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-905K
- 47.12%
$47.4 - $52.99 $42.9M - $48M
1.02M $52.1M
EFG
Msci Eafe Growth ETF

ETFs
-272K
- 84.96%
$96.1 - $106.37 $26.1M - $28.9M
48.1K $4.85M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-436K
- 49.39%
$54.25 - $57.64 $23.6M - $25.1M
446K $24.6M
IWL
Ishares Tr Russell 200 ETF

ETFs
-150K
- 41.12%
$135.83 - $151.73 $20.4M - $22.8M
215K $29.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-119K
- 43.69%
$185.78 - $198.58 $22.2M - $23.7M
154K $29M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-328K
- 90.08%
$49.25 - $50.66 $16.2M - $16.6M
36.2K $1.79M
MUB
Ishares National Muni Bond ETF

ETFs
-150K
- 85.96%
$104.71 - $107.69 $15.7M - $16.1M
24.5K $2.58M
IVV
Ishares Core S&P 500 ETF

ETFs
-15.5K
- 8.48%
$554.06 - $615.85 $8.61M - $9.57M
168K $93.5M
FNDF
Schwab Fundamental Intl Large

ETFs
-345K
- 36.05%
$32.9 - $37.45 $11.3M - $12.9M
612K $22.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-166K
- 77.79%
$47.59 - $48.35 $7.88M - $8M
47.3K $2.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-6.44K
- 2.08%
$302.31 - $337.54 $1.95M - $2.18M
304K $92.7M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-138K
- 65.57%
$51.26 - $52.53 $7.09M - $7.26M
72.6K $3.73M
AAPL
Apple Inc.

Technology
-2.42K
- 1.7%
$209.68 - $247.1 $508K - $598K
140K $31.1M
XLK
Technology Sector Spdr

ETFs
-7.18K
- 8.34%
$206.38 - $242.18 $1.48M - $1.74M
78.9K $16.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-92.7K
- 75.99%
$36.63 - $37.45 $3.39M - $3.47M
29.3K $1.08M
MBB
Ishares Tr

ETFs
-36.4K
- 41.53%
$90.37 - $94.08 $3.29M - $3.43M
51.3K $4.8M
GOOGL
Alphabet Inc.

Communication Services
-1.03K
- 1.3%
$154.33 - $206.19 $158K - $211K
77.8K $12M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-462
- 0.86%
$360.07 - $417.26 $166K - $193K
53.5K $19.3M
MSFT
Microsoft Corp

Technology
-210
- 0.47%
$375.39 - $447.2 $78.8K - $93.9K
44.1K $16.5M
HUBB
Hubbell Inc

Industrials
-1.06K
- 5.86%
$330.91 - $456.86 $350K - $483K
17K $5.62M
IWM
Ishares Russell 2000 ETF

ETFs
-2.89K
- 8.95%
$198.1 - $229.79 $572K - $663K
29.4K $5.89M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-22.3K
- 25.16%
$74.85 - $84.89 $1.67M - $1.9M
66.5K $5.48M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-20.6K
- 10.37%
$71.17 - $73.66 $1.47M - $1.52M
178K $13.1M
XCEM
Columbia ETF Tr Ii

ETFs
-41.4K
- 27.39%
$29.18 - $30.72 $1.21M - $1.27M
110K $3.25M
ACN
Accenture PLC

Technology
-1.51K
- 10.95%
$300.91 - $398.25 $455K - $603K
12.3K $3.84M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-13.3K
- 46.91%
$78.97 - $85.82 $1.05M - $1.15M
15.1K $1.26M
SUB
Ishares Short Term National Mu

ETFs
-9.31K
- 57.99%
$105.3 - $106.24 $980K - $989K
6.74K $711K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-9.93K
- 11.08%
$64.88 - $72.1 $644K - $716K
79.6K $5.21M
VUG
Vanguard Growth ETF

ETFs
-277
- 1.47%
$369.1 - $427.61 $102K - $118K
18.6K $6.88M
ADBE
Adobe Inc.

Technology
-9
- 0.07%
$377.84 - $464.11 $3.4K - $4.18K
12.7K $4.86M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.77K
- 9.17%
$120.24 - $134.3 $454K - $507K
37.4K $4.53M
HD
Home Depot, Inc.

Consumer Cyclical
-323
- 1.12%
$347.25 - $424.87 $112K - $137K
28.6K $10.5M
GWW
W.W. Grainger, Inc.

Industrials
-59
- 0.57%
$953.54 - $1132.42 $56.3K - $66.8K
10.3K $10.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-863
- 25.42%
$222.15 - $428.22 $192K - $370K
2.53K $656K
IWP
Ishares Russell Mid Cap Growth

ETFs
-2.17K
- 6.14%
$114.9 - $139.6 $249K - $302K
33.1K $3.89M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-19.8K
- 56.6%
$28.25 - $31.5 $559K - $623K
15.2K $459K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-56.4K
- 13.62%
$18.36 - $20.51 $1.04M - $1.16M
358K $7.14M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-7.27K
- 13.2%
$53.6 - $58.97 $390K - $429K
47.8K $2.6M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.67K
- 6.0%
$96.3 - $112.23 $161K - $188K
26.2K $2.54M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-103
- 1.07%
$468.34 - $539.52 $48.2K - $55.6K
9.5K $4.45M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.4K
- 16.46%
$37.07 - $40.63 $497K - $544K
68K $2.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-505
- 13.7%
$551.42 - $612.93 $278K - $310K
3.18K $1.78M
VBK
Vanguard Small Cap Growth ETF

ETFs
-277
- 2.42%
$247.97 - $296.33 $68.7K - $82.1K
11.2K $2.82M
FISV
Fiserv Inc

Technology
-2.94K
- 5.11%
N/A
54.6K $6.83M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.86K
- 21.63%
$206.54 - $226.16 $383K - $420K
6.73K $1.45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.33K
- 8.14%
$168.16 - $186.21 $223K - $247K
15K $2.54M
CAT
Caterpillar Inc

Industrials
-94
- 1.03%
$326.75 - $407.63 $30.7K - $38.3K
9.06K $2.99M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-2.46K
- 28.49%
$113.13 - $127.79 $278K - $314K
6.17K $704K
CSX
Csx Corp

Industrials
-8.49K
- 38.23%
$29.11 - $33.67 $247K - $286K
13.7K $403K
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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