Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings
Mc Kinley Carter Wealth Services, Inc.
- $1.56 Billion
- Q1 2025
Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.56 Billion distributed in 303 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 $112M, Ishares Core S&P 500 ETF with a value of $93.5M, Ishares Tr Russell 1000 ETF with a value of $92.7M, Fidelity Merrimack Str Tr Tota with a value of $86.7M, and Ishares Tr with a value of $65.5M.
Examining the 13F form we can see an decrease of $36.2M in the current position value, from $1.6B to 1.56B.
Below you can find more details about Mc Kinley Carter Wealth Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 303
- Current Value $1.56 Billion
- Prior Value $1.6 Billion
- Filing
- Period Q1 2025
- Filing Date April 15, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 96 stocks
- Sold out of 0 stocks
- Reduced holdings in 135 stocks