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
$76.2B
$1.96 Million 0.11% of portfolio
7,923
Q2 2025 Added 1.29%
$285B
$1.88 Million 0.11% of portfolio
7,897
Q2 2025 New
$141B
$1.69 Million 0.1% of portfolio
6,345
Q2 2025 Reduced 8.4%
$1.83B
$1.68 Million 0.1% of portfolio
13,715
Q2 2025 Reduced 15.43%
$215B
$1.71 Million 0.1% of portfolio
21,656
Q2 2025 Reduced 4.5%
$321B
$1.72 Million 0.1% of portfolio
21,473
Q2 2025 Added 359.71%
$76.7B
$1.62 Million 0.09% of portfolio
8,696
Q2 2025 New
$468B
$1.5 Million 0.09% of portfolio
13,911
Q2 2025 Reduced 3.49%
$132B
$1.62 Million 0.09% of portfolio
45,392
Q2 2025 Added 3.81%
$806B
$1.51 Million 0.09% of portfolio
6,928
Q2 2025 Added 0.26%
$291B
$1.44 Million 0.08% of portfolio
14,718
Q2 2025 Added 0.07%
$645B
$1.35 Million 0.08% of portfolio
2,773
Q2 2025 Added 0.14%
$6.16B
$1.3 Million 0.08% of portfolio
24,570
Q2 2025 Reduced 9.5%
$206B
$1.27 Million 0.07% of portfolio
3,144
Q2 2025 Reduced 11.36%
$4.99B
$1.13 Million 0.07% of portfolio
30,895
Q2 2025 Added 0.24%
$1.5T
$954,000 0.06% of portfolio
5,383
Q2 2025 Reduced 6.98%
$1.36T
$730,000 0.04% of portfolio
2,301
Q2 2025 Reduced 9.12%
$116B
$740,000 0.04% of portfolio
4,950
Q2 2025 Added 2.27%
$328M
$673,000 0.04% of portfolio
29,876
Q1 2025 Added 15.46%
$60.8B
$648,000 0.04% of portfolio
6,248
Q2 2025 Added 40.78%
$19.8B
$637,000 0.04% of portfolio
4,321
Q3 2023 New
$203B
$652,000 0.04% of portfolio
5,264
Q2 2025 Reduced 2.1%
$292B
$706,000 0.04% of portfolio
9,991
Q2 2025 Reduced 1.56%
$19.8B
$654,000 0.04% of portfolio
3,473
Q4 2024 Reduced 1.08%
$46.3B
$453,000 0.03% of portfolio
3,118
Q1 2025 Added 5.48%
$234B
$592,000 0.03% of portfolio
4,058
Q2 2025 Reduced 4.9%
$109B
$464,000 0.03% of portfolio
5,057
Q2 2025 Added 5.09%
$58.3B
$537,000 0.03% of portfolio
12,493
Q2 2025 Reduced 36.45%
$107B
$436,000 0.03% of portfolio
4,149
Q2 2025 Reduced 3.11%
$45B
$562,000 0.03% of portfolio
7,553
Q2 2025 Reduced 0.05%
$76B
$460,000 0.03% of portfolio
14,109
Q2 2025 Added 2.82%
$150B
$593,000 0.03% of portfolio
3,004
Q1 2025 Added 2.77%
$27.4B
$506,000 0.03% of portfolio
3,827
Q4 2023 Reduced 11.27%
$98.4B
$561,000 0.03% of portfolio
4,761
Q2 2025 Reduced 8.5%
$77.8B
$550,000 0.03% of portfolio
2,044
Q2 2025 Reduced 1.26%
$186B
$568,000 0.03% of portfolio
19,642
Q2 2025 Reduced 2.8%
$282B
$511,000 0.03% of portfolio
7,370
Q2 2025 Added 0.74%
$120B
$458,000 0.03% of portfolio
1,196
Q1 2025 Reduced 28.04%
$6.83B
$276,000 0.02% of portfolio
2,397
Q4 2020 New
$64.6B
$405,000 0.02% of portfolio
1,516
Q4 2023 Reduced 0.07%
$24B
$303,000 0.02% of portfolio
3,798
Q2 2025 Reduced 4.38%
$148B
$346,000 0.02% of portfolio
3,127
Q1 2025 Reduced 0.35%
$45.4B
$419,000 0.02% of portfolio
5,365
Q2 2025 Reduced 2.28%
$96B
$270,000 0.02% of portfolio
982
Q2 2025 Reduced 12.87%
$67.2B
$305,000 0.02% of portfolio
1,960
Q2 2025 Reduced 5.5%
$157B
$355,000 0.02% of portfolio
1,272
Q2 2025 Reduced 5.85%
$264B
$343,000 0.02% of portfolio
4,911
Q2 2025 Reduced 6.14%
$25.3B
$396,000 0.02% of portfolio
2,664
Q2 2025 Added 7.85%
$65.4B
$425,000 0.02% of portfolio
4,679
Q2 2025 Added 0.97%

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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