Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.72 Billion
  • Q2 2025

Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.72 Billion distributed in 308 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $118M, Ishares Core S&P 500 ETF with a value of $103M, Ishares Tr Russell 1000 ETF with a value of $103M, Fidelity Merrimack Str Tr Tota with a value of $91.4M, and Ishares Tr with a value of $71.3M.

Examining the 13F form we can see an increase of $159M in the current position value, from $1.56B to 1.72B.

Below you can find more details about Mc Kinley Carter Wealth Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.72 Billion
ETFs: $1.27 Billion
Technology: $137 Million
Financial Services: $60.6 Million
Industrials: $56.6 Million
Consumer Cyclical: $56.5 Million
Communication Services: $44.8 Million
Healthcare: $38.2 Million
Consumer Defensive: $34.2 Million
Other: $15.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$28.9 Million 1.68% of portfolio
141,071
Q2 2025 Added 0.87%
$144B
$25.1 Million 1.46% of portfolio
90,884
Q2 2025 Added 0.62%
$3.83T
$23.3 Million 1.35% of portfolio
46,875
Q2 2025 Added 6.36%
$414B
$17.1 Million 0.99% of portfolio
17,251
Q2 2025 Added 2.62%
$185B
$14.7 Million 0.85% of portfolio
18,685
Q2 2025 Added 3.19%
$1.41T
$14.2 Million 0.82% of portfolio
80,297
Q2 2025 Added 3.19%
$542B
$13.1 Million 0.76% of portfolio
9,802
Q2 2025 Added 2.03%
$469B
$12.3 Million 0.72% of portfolio
78,033
Q2 2025 Added 5.14%
$533B
$11.7 Million 0.68% of portfolio
20,901
Q2 2025 Added 2.53%
$6.46B
$11.6 Million 0.67% of portfolio
128,843
Q2 2025 Added 1,378.74%
$47.3B
$11.3 Million 0.66% of portfolio
10,863
Q2 2025 Added 5.93%
$1.59T
$11.3 Million 0.66% of portfolio
15,307
Q2 2025 Added 1.96%
$2.24T
$11.1 Million 0.65% of portfolio
50,744
Q2 2025 Added 3.78%
$164B
$10.6 Million 0.62% of portfolio
85,826
Q2 2025 Added 2.35%
$111B
$10.7 Million 0.62% of portfolio
14,549
Q2 2025 Added 4.3%
$388B
$10.6 Million 0.61% of portfolio
28,873
Q2 2025 Added 1.05%
$89.1B
$10.4 Million 0.6% of portfolio
45,391
Q2 2025 Added 4.16%
$10.1B
$8.91 Million 0.52% of portfolio
20,822
Q2 2025 Added 1.44%
$22.5B
$8.1 Million 0.47% of portfolio
19,829
Q2 2025 Added 16.74%
$903B
$7.79 Million 0.45% of portfolio
26,884
Q2 2025 Added 3.67%
$11.6B
$7.8 Million 0.45% of portfolio
26,152
Q2 2025 Added 7.87%
$79.5B
$6.98 Million 0.41% of portfolio
55,742
Q2 2025 Added 2.15%
$335B
$5.89 Million 0.34% of portfolio
18,893
Q2 2025 Reduced 3.49%
$158B
$5.75 Million 0.33% of portfolio
14,850
Q2 2025 Added 17.08%
$205B
$5.58 Million 0.32% of portfolio
42,297
Q2 2025 Added 4.58%
$350B
$5.34 Million 0.31% of portfolio
33,504
Q2 2025 Added 0.61%
$88.7B
$4.99 Million 0.29% of portfolio
27,173
Q2 2025 New
$779B
$4.82 Million 0.28% of portfolio
6,180
Q2 2025 Reduced 0.58%
$407B
$4.47 Million 0.26% of portfolio
24,102
Q2 2025 Added 9.43%
$443B
$4.37 Million 0.25% of portfolio
6
Q2 2025 Added 20.0%
$266B
$4 Million 0.23% of portfolio
10,307
Q2 2025 Added 13.76%
$221B
$3.74 Million 0.22% of portfolio
12,784
Q2 2025 Reduced 0.88%
$118B
$3.53 Million 0.21% of portfolio
11,462
Q2 2025 Reduced 2.14%
$153B
$3.58 Million 0.21% of portfolio
11,980
Q2 2025 Reduced 2.62%
$297B
$3.44 Million 0.2% of portfolio
24,014
Q2 2025 Added 14.29%
$132B
$3.41 Million 0.2% of portfolio
7,363
Q2 2025 Added 10.19%
$85.9B
$3.35 Million 0.19% of portfolio
36,771
Q2 2025 Added 13.22%
$146B
$3.05 Million 0.18% of portfolio
13,765
Q2 2025 Added 2.31%
$230B
$2.9 Million 0.17% of portfolio
21,332
Q2 2025 Added 257.32%
$499B
$2.94 Million 0.17% of portfolio
19,279
Q2 2025 Reduced 4.26%
$263B
$2.97 Million 0.17% of portfolio
21,056
Q2 2025 Added 14.23%
$63.3B
$2.71 Million 0.16% of portfolio
31,999
Q2 2025 Reduced 4.35%
$177B
$2.79 Million 0.16% of portfolio
14,323
Q2 2025 Added 16.46%
$561B
$2.63 Million 0.15% of portfolio
7,399
Q2 2025 Reduced 4.7%
$166B
$2.36 Million 0.14% of portfolio
33,925
Q2 2025 Added 0.42%
$83.8B
$2.25 Million 0.13% of portfolio
33,361
Q2 2025 Added 33.28%
$90B
$2.19 Million 0.13% of portfolio
23,937
Q2 2025 Reduced 0.49%
$91.8B
$2.19 Million 0.13% of portfolio
7,511
Q2 2025 Reduced 0.07%
$24.6B
$2.05 Million 0.12% of portfolio
32,297
Q2 2025 Added 874.56%

Summary

  • Portfolio
  • No. of Stocks 308
  • Current Value $1.72 Billion
  • Prior Value $1.56 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 120 stocks
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