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
IWS
Ishares Russell Midcap Value E

ETFs
-54
- 1.68%
$122.59 - $135.24 $6.62K - $7.3K
3.16K $395K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-2
- 0.05%
$69.69 - $79.99 $139 - $160
4.18K $298K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-35
- 1.83%
$120.29 - $134.6 $4.21K - $4.71K
1.88K $227K
TJX
Tjx Companies Inc

Consumer Cyclical
-825
- 0.97%
$112.81 - $126.16 $93.1K - $104K
83.9K $10.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
-323
- 8.16%
$57.44 - $59.4 $18.6K - $19.2K
3.63K $215K
SO
Southern CO

Utilities
-702
- 12.73%
$80.96 - $92.96 $56.8K - $65.3K
4.81K $442K
VLUE
Ishares Msci Usa Value Factor

ETFs
-90
- 2.03%
$104.89 - $113.56 $9.44K - $10.2K
4.34K $459K
DVY
Ishares Tr

ETFs
-64
- 3.37%
$128.58 - $138.1 $8.23K - $8.84K
1.84K $243K
NSC
Norfolk Southern Corp

Industrials
-18
- 1.48%
$227.69 - $259.76 $4.1K - $4.68K
1.2K $284K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-87
- 2.29%
$113.59 - $123.29 $9.88K - $10.7K
3.72K $434K
Blackrock ETF Trust Ii
-213K
- 87.17%
N/A
31.3K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-1.66K
- 6.82%
N/A
22.6K $0
Sila Realty Trust Inc
-4.5K
- 23.7%
N/A
14.5K $0
VZ
Verizon Communications Inc

Communication Services
-636
- 9.97%
$37.81 - $46.49 $24K - $29.6K
5.75K $260K
CINF
Cincinnati Financial Corp

Financial Services
-28
- 1.12%
$133.67 - $147.81 $3.74K - $4.14K
2.47K $364K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.85K
- 6.17%
$33.84 - $37.77 $130K - $145K
58.5K $2.15M
DFIV
Dimensional ETF Tr

ETFs
-2.48K
- 8.64%
$35.33 - $40.77 $87.4K - $101K
26.2K $1.04M
AMGN
Amgen Inc

Healthcare
-172
- 11.29%
$258.59 - $327.36 $44.5K - $56.3K
1.35K $420K
ROP
Roper Technologies Inc

Industrials
-15
- 3.02%
$502.71 - $593.81 $7.54K - $8.91K
481 $283K
AWK
American Water Works Company, Inc.

Utilities
-55
- 3.26%
$121.01 - $149.31 $6.66K - $8.21K
1.63K $240K
ECL
Ecolab Inc.

Basic Materials
-23
- 1.1%
$229.72 - $269.82 $5.28K - $6.21K
2.07K $524K
GILD
Gilead Sciences, Inc.

Healthcare
-11
- 0.35%
$89.14 - $117.41 $981 - $1.29K
3.13K $350K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-276
- 9.06%
$442.66 - $534.52 $122K - $148K
2.77K $1.45M
V
Visa Inc.

Financial Services
-573
- 6.87%
$306.92 - $362.71 $176K - $208K
7.76K $2.72M
T
At&T Inc.

Communication Services
-97
- 0.48%
$21.56 - $28.28 $2.09K - $2.74K
20.2K $571K
JPM
Jpmorgan Chase & CO

Financial Services
-104
- 0.4%
$225.19 - $279.95 $23.4K - $29.1K
25.9K $6.36M
XOM
Exxon Mobil Corp

Energy
-146
- 1.0%
$105.44 - $118.93 $15.4K - $17.4K
14.4K $1.71M
LLY
Eli Lilly & CO

Healthcare
-43
- 0.69%
$725.72 - $929.72 $31.2K - $40K
6.22K $5.13M
MA
Mastercard Inc

Financial Services
-1
- -0.0%
$504.67 - $576.31 $505 - $576
20.4K $11.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.85K
- 0.61%
$95.85 - $99.25 $369K - $382K
628K $62M
WM
Waste Management Inc

Industrials
-166
- 0.38%
$200.54 - $233.78 $33.3K - $38.8K
43.6K $10.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-277
- 0.89%
$275.89 - $345.24 $76.4K - $95.6K
31K $10.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-186
- 2.09%
$1187.71 - $1432.58 $221K - $266K
8.71K $12.5M
IEFA
Ishares Tr

ETFs
-37.1K
- 4.15%
$69.57 - $78.65 $2.58M - $2.92M
857K $65.5M
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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