Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.82 Billion distributed in 319 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 $126M, Ishares Core S&P 500 ETF with a value of $112M, Ishares Tr Russell 1000 ETF with a value of $111M, Fidelity Merrimack Str Tr Tota with a value of $97.7M, and Ishares Tr with a value of $74.4M.

Examining the 13F form we can see an increase of $100M in the current position value, from $1.72B to 1.82B.

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

Portfolio value $1.82 Billion
ETFs: $1.34 Billion
Technology: $151 Million
Consumer Cyclical: $63.5 Million
Financial Services: $62.7 Million
Industrials: $60.4 Million
Communication Services: $48.6 Million
Healthcare: $35.4 Million
Consumer Defensive: $33.1 Million
Other: $17.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$35.1 Million 1.93% of portfolio
137,908
Q3 2025 Reduced 2.24%
$139B
$28.2 Million 1.55% of portfolio
85,444
Q3 2025 Reduced 5.99%
$3.78T
$23.9 Million 1.31% of portfolio
46,107
Q3 2025 Reduced 1.64%
$1.65T
$19.2 Million 1.05% of portfolio
78,994
Q3 2025 Reduced 1.62%
$404B
$15.8 Million 0.87% of portfolio
17,049
Q3 2025 Reduced 1.17%
$465B
$14.4 Million 0.79% of portfolio
77,303
Q3 2025 Reduced 0.94%
$6.2B
$13.6 Million 0.75% of portfolio
126,027
Q3 2025 Reduced 2.19%
$182B
$12.6 Million 0.69% of portfolio
18,515
Q3 2025 Reduced 0.91%
$170B
$12.4 Million 0.68% of portfolio
85,550
Q3 2025 Reduced 0.32%
$512B
$11.8 Million 0.65% of portfolio
20,701
Q3 2025 Reduced 0.96%
$367B
$11.6 Million 0.64% of portfolio
28,690
Q3 2025 Reduced 0.63%
$1.37T
$11.5 Million 0.63% of portfolio
15,621
Q3 2025 Added 2.05%
$49.1B
$11.4 Million 0.63% of portfolio
9,499
Q3 2025 Reduced 3.09%
$2.39T
$11.1 Million 0.61% of portfolio
50,439
Q3 2025 Reduced 0.6%
$121B
$11.1 Million 0.61% of portfolio
14,335
Q3 2025 Reduced 1.47%
$54.4B
$10 Million 0.55% of portfolio
32,377
Q3 2025 Reduced 0.13%
$10.1B
$8.96 Million 0.49% of portfolio
20,958
Q3 2025 Added 0.65%
$11B
$8.8 Million 0.48% of portfolio
25,551
Q3 2025 Reduced 2.3%
$881B
$8.49 Million 0.47% of portfolio
26,926
Q3 2025 Added 0.16%
$23.2B
$8.58 Million 0.47% of portfolio
19,929
Q3 2025 Added 0.5%
$61.4B
$7.71 Million 0.42% of portfolio
18,603
Q3 2025 New
$79.5B
$5.9 Million 0.32% of portfolio
47,102
Q3 2025 Reduced 15.5%
$204B
$5.9 Million 0.32% of portfolio
42,015
Q3 2025 Reduced 0.67%
$346B
$5.86 Million 0.32% of portfolio
38,160
Q3 2025 Added 13.9%
$414B
$5.56 Million 0.31% of portfolio
24,033
Q3 2025 Reduced 0.29%
$84.9B
$5.31 Million 0.29% of portfolio
31,506
Q3 2025 Added 15.95%
$151B
$5.18 Million 0.28% of portfolio
14,677
Q3 2025 Reduced 1.16%
$79.6B
$4.99 Million 0.27% of portfolio
40,350
Q3 2025 New
$291B
$4.8 Million 0.26% of portfolio
10,055
Q3 2025 Reduced 2.44%
$971B
$4.66 Million 0.26% of portfolio
6,110
Q3 2025 Reduced 1.13%
$453B
$4.53 Million 0.25% of portfolio
6
Q2 2025 Added 20.0%
$46.8B
$4.27 Million 0.23% of portfolio
4,486
Q3 2025 Reduced 58.7%
$89.3B
$3.9 Million 0.21% of portfolio
35,758
Q3 2025 Reduced 2.75%
$224B
$3.88 Million 0.21% of portfolio
12,764
Q3 2025 Reduced 0.16%
$303B
$3.83 Million 0.21% of portfolio
24,644
Q3 2025 Added 2.62%
$140B
$3.59 Million 0.2% of portfolio
14,282
Q3 2025 Added 3.76%
$123B
$3.71 Million 0.2% of portfolio
7,428
Q3 2025 Added 0.88%
$522B
$3.53 Million 0.19% of portfolio
19,041
Q3 2025 Reduced 1.23%
$270B
$3.28 Million 0.18% of portfolio
20,646
Q3 2025 Reduced 1.95%
$104B
$3.35 Million 0.18% of portfolio
11,402
Q3 2025 Reduced 0.52%
$51.1B
$2.88 Million 0.16% of portfolio
32,107
Q3 2025 Added 0.34%
$168B
$2.83 Million 0.16% of portfolio
37,535
Q3 2025 Added 10.64%
$228B
$2.96 Million 0.16% of portfolio
22,095
Q3 2025 Added 3.58%
$94.5B
$2.81 Million 0.15% of portfolio
8,235
Q3 2025 Added 9.64%
$177B
$2.7 Million 0.15% of portfolio
13,883
Q3 2025 Reduced 3.07%
$152B
$2.75 Million 0.15% of portfolio
11,151
Q3 2025 Reduced 6.92%
$533B
$2.54 Million 0.14% of portfolio
7,434
Q3 2025 Added 0.47%
$25.4B
$2.35 Million 0.13% of portfolio
33,034
Q3 2025 Added 2.28%
$74.9B
$2.26 Million 0.12% of portfolio
8,660
Q3 2025 Added 9.3%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $1.82 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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