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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Million 6.94% of portfolio
1,720,748
Q3 2025 Added 0.57%
$0
$112 Million 6.15% of portfolio
167,297
Q3 2025 Added 0.58%
$0
$111 Million 6.07% of portfolio
302,543
Q3 2025 Reduced 0.42%
$0
$97.7 Million 5.36% of portfolio
2,113,419
Q3 2025 Added 5.76%
$0
$74.4 Million 4.08% of portfolio
851,775
Q3 2025 Reduced 0.24%
$0
$64.9 Million 3.56% of portfolio
647,528
Q3 2025 Added 0.62%
$0
$58.6 Million 3.22% of portfolio
977,845
Q3 2025 Reduced 2.13%
$0
$45.7 Million 2.51% of portfolio
1,975,529
Q3 2025 Added 2.45%
$0
$44.4 Million 2.44% of portfolio
322,162
Q3 2025 Added 1.62%
$0
$29.6 Million 1.62% of portfolio
143,183
Q3 2025 Reduced 3.1%
$0
$27.2 Million 1.49% of portfolio
96,423
Q3 2025 Reduced 2.24%
$0
$25.9 Million 1.42% of portfolio
383,799
Q3 2025 Reduced 1.85%
$0
$24.6 Million 1.35% of portfolio
571,703
Q3 2025 Reduced 2.14%
$0
$24.6 Million 1.35% of portfolio
52,552
Q3 2025 Reduced 0.84%
$0
$23.9 Million 1.31% of portfolio
365,568
Q3 2025 Added 2.53%
$0
$23.8 Million 1.31% of portfolio
465,235
Q3 2025 Added 3.5%
$0
$22.6 Million 1.24% of portfolio
135,879
Q3 2025 Reduced 34.47%
$0
$22.3 Million 1.23% of portfolio
414,427
Q3 2025 Reduced 1.76%
$0
$21.2 Million 1.16% of portfolio
152,156
Q3 2025 Added 4.76%
$0
$18.3 Million 1.01% of portfolio
221,778
Q3 2025 Reduced 0.04%
$0
$18.2 Million 1.0% of portfolio
152,880
Q3 2025 Added 1.68%
$0
$17.5 Million 0.96% of portfolio
335,876
Q3 2025 Added 5.86%
$0
$12.6 Million 0.69% of portfolio
169,644
Q3 2025 Reduced 1.48%
$0
$10.1 Million 0.56% of portfolio
113,589
Q3 2025 Added 1.28%
$0
$10 Million 0.55% of portfolio
171,949
Q3 2025 Added 1.07%
$0
$9.07 Million 0.5% of portfolio
14,804
Q3 2025 Added 35.89%
$0
$8.86 Million 0.49% of portfolio
18,475
Q3 2025 Reduced 0.44%
$0
$8.4 Million 0.46% of portfolio
31,563
Q3 2025 Reduced 0.75%
$0
$8.37 Million 0.46% of portfolio
230,443
Q3 2025 Reduced 1.25%
$0
$8.01 Million 0.44% of portfolio
344,193
Q3 2025 Reduced 1.6%
$0
$6.93 Million 0.38% of portfolio
28,623
Q3 2025 Reduced 0.7%
$0
$6.91 Million 0.38% of portfolio
73,960
Q3 2025 Reduced 0.84%
$0
$6.87 Million 0.38% of portfolio
54,611
Q3 2025 Added 6.58%
$0
$6.82 Million 0.37% of portfolio
125,508
Q3 2025 New
$0
$6.52 Million 0.36% of portfolio
76,957
Q3 2025 Reduced 0.75%
$0
$6.54 Million 0.36% of portfolio
10,887
Q3 2025 Added 1.67%
$0
$6.41 Million 0.35% of portfolio
89,786
Q3 2025 Reduced 1.04%
$0
$5.98 Million 0.33% of portfolio
76,333
Q3 2025 Reduced 2.09%
$0
$5.59 Million 0.31% of portfolio
21,993
Q3 2025 Reduced 1.18%
$0
$5.19 Million 0.28% of portfolio
35,613
Q3 2025 Reduced 0.2%
$0
$4.72 Million 0.26% of portfolio
49,633
Q3 2025 Reduced 2.05%
$0
$4.3 Million 0.24% of portfolio
82,278
Q3 2025 Added 1.6%
$0
$4.34 Million 0.24% of portfolio
38,131
Q3 2025 Reduced 6.18%
$0
$4.27 Million 0.23% of portfolio
30,010
Q3 2025 Reduced 6.89%
$0
$4.15 Million 0.23% of portfolio
30,023
Q3 2025 Reduced 0.16%
$0
$4.01 Million 0.22% of portfolio
19,705
Q3 2025 Reduced 1.71%
$0
$3.25 Million 0.18% of portfolio
33,709
Q3 2025 Reduced 3.29%
$0
$3.25 Million 0.18% of portfolio
34,956
Q3 2025 Reduced 0.09%
$0
$3.34 Million 0.18% of portfolio
71,379
Q3 2025 Reduced 2.69%

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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