Mc Kinley Carter Wealth Services, Inc. Closed Holding Positions

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VYM
Vanguard Whitehall Fds (Vangua

ETFs
Q2 2022 Filed on Jul 15, 2022
2,512
$99.2 - $114.57 $249K - $288K
EMR
Emerson Electric CO

Industrials
Q2 2022 Filed on Jul 15, 2022
2,066
$77.79 - $98.42 $161K - $203K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
2,366
$78.88 - $94.44 $187K - $223K
VXF
Vanguard Extended Market ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
1,448
$126.57 - $168.36 $183K - $244K
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Jul 15, 2022
1,192
$48.28 - $60.23 $57.5K - $71.8K
LHX
L3 Harris Technologies, Inc.

Industrials
Q2 2022 Filed on Jul 15, 2022
920
$221.57 - $260.8 $204K - $240K
JPIN
Jp Morgan Diversified Return I

ETFs
Q2 2022 Filed on Jul 15, 2022
5,832
$48.25 - $57.14 $281K - $333K
MRNA
Moderna, Inc.

Healthcare
Q2 2022 Filed on Jul 15, 2022
1,240
$117.13 - $176.59 $145K - $219K
USRT
Ishares Core U.S. Reit ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
3,584
$51.03 - $67.01 $183K - $240K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q2 2022 Filed on Jul 15, 2022
4,407
$38.85 - $50.6 $171K - $223K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
Q2 2022 Filed on Jul 15, 2022
784
$209.99 - $280.55 $165K - $220K
TD
Toronto Dominion Bank

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,556
$64.69 - $80.48 $165K - $206K
CCI
Crown Castle International Corp

Real Estate
Q2 2022 Filed on Jul 15, 2022
1,090
$154.99 - $198.02 $169K - $216K
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q2 2022 Filed on Jul 15, 2022
2,188
$68.56 - $91.42 $150K - $200K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 15, 2022
1,238
$151.48 - $184.7 $188K - $229K
CODI
Compass Diversified Holdings

Industrials
Q1 2022 Filed on Apr 27, 2022
7,657
$21.91 - $30.98 $168K - $237K
NNN
National Retail Properties, Inc.

Real Estate
Q1 2022 Filed on Apr 27, 2022
4,500
$41.62 - $48.4 $187K - $218K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
Q1 2022 Filed on Apr 27, 2022
1,928
$89.45 - $106.35 $172K - $205K
SPLB
Spdr Portfolio Long Term Corpo

ETFs
Q1 2022 Filed on Apr 27, 2022
7,983
$26.79 - $30.98 $214K - $247K
AKAM
Akamai Technologies Inc

Technology
Q1 2022 Filed on Apr 27, 2022
2,123
$98.88 - $121.11 $210K - $257K
ATVI
Activision Blizzard, Inc.

Communication Services
Q4 2021 Filed on Feb 07, 2022
53,294
$57.28 - $81.19 $3.05M - $4.33M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2021 Filed on Feb 07, 2022
1,872
$118.81 - $129.12 $222K - $242K
Cerner Corp
Q4 2021 Filed on Feb 07, 2022
4,596
N/A
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q4 2021 Filed on Feb 07, 2022
5,788
$41.76 - $45.13 $242K - $261K
BALL
Ball Corp

Consumer Cyclical
Q4 2021 Filed on Feb 07, 2022
2,400
$87.48 - $96.88 $210K - $233K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q4 2021 Filed on Feb 07, 2022
4,485
$47.79 - $52.28 $214K - $234K
TAIL
Cambria ETF Tr Tail Risk ETF

ETFs
Q4 2021 Filed on Feb 07, 2022
27,200
$17.81 - $18.79 $484K - $511K
AON
Aon PLC

Financial Services
Q4 2021 Filed on Feb 07, 2022
720
$285.28 - $321.08 $205K - $231K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2021 Filed on Feb 07, 2022
6,593
$52.71 - $53.35 $348K - $352K
WU
Western Union CO

Financial Services
Q3 2021 Filed on Nov 03, 2021
9,585
$19.84 - $23.58 $190K - $226K
RPM
Rpm International Inc

Basic Materials
Q3 2021 Filed on Nov 03, 2021
49,279
$77.65 - $90.89 $3.83M - $4.48M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q3 2021 Filed on Nov 03, 2021
2,302
$83.71 - $88.67 $193K - $204K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 03, 2021
1,385
$145.08 - $221.87 $201K - $307K
Alexion Pharmaceuticals Inc
Q3 2021 Filed on Nov 03, 2021
2,300
N/A
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2021 Filed on Aug 12, 2021
1,645
$55.06 - $60.62 $90.6K - $99.7K
Fs Kkr Cap Corp Ii
Q2 2021 Filed on Aug 12, 2021
29,902
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q2 2021 Filed on Aug 12, 2021
8,674
$30.62 - $30.7 $266K - $266K
AGR
Avangrid, Inc.

Utilities
Q2 2021 Filed on Aug 12, 2021
4,334
$50.01 - $55.23 $217K - $239K
YORW
York Water CO

Utilities
Q2 2021 Filed on Aug 12, 2021
8,000
$45.3 - $52.6 $362K - $421K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q2 2021 Filed on Aug 12, 2021
1,954
$135.6 - $145.73 $265K - $285K
BGCP
Bgc Partners, Inc.

Financial Services
Q2 2021 Filed on Aug 12, 2021
18,513
$5.04 - $6.39 $93.3K - $118K
BDX
Becton Dickinson & CO

Healthcare
Q1 2021 Filed on Apr 30, 2021
821
$232.09 - $256.88 $191K - $211K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
Q1 2021 Filed on Apr 30, 2021
1,525
$138.9 - $159.13 $212K - $243K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2021 Filed on Apr 30, 2021
12,240
$14.51 - $15.16 $178K - $186K
PFF
Ishares Trust Ishares Pfd And

ETFs
Q1 2021 Filed on Apr 30, 2021
5,449
$37.15 - $38.46 $202K - $210K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q1 2021 Filed on Apr 30, 2021
6,145
$38.5 - $45.06 $237K - $277K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2021 Filed on Apr 30, 2021
5,180
$76.84 - $99.2 $398K - $514K
AR
Antero Resources Corp

Energy
Q1 2021 Filed on Apr 30, 2021
15,120
$5.65 - $10.56 $85.4K - $160K
Ssga Active ETF Tr
Q1 2021 Filed on Apr 30, 2021
40,999
N/A
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email