Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.62 Billion distributed in 319 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $104M, Ishares Tr Russell 1000 ETF with a value of $101M, Vanguard Ftse Developed Market with a value of $98.5M, Ishares Tr with a value of $65.6M, and Ishares Core U.S. Aggregate Bo with a value of $64.8M.

Examining the 13F form we can see an increase of $76.6M in the current position value, from $1.54B to 1.62B.

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

Portfolio value $1.62 Billion
ETFs: $1.2 Billion
Technology: $118 Million
Industrials: $58.5 Million
Consumer Cyclical: $57.7 Million
Healthcare: $50.1 Million
Financial Services: $45.5 Million
Consumer Defensive: $39.9 Million
Communication Services: $26.8 Million
Other: $16.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$208,000 0.01% of portfolio
2,500
Q3 2024 New
$0
$219,000 0.01% of portfolio
3,064
Q3 2024 Reduced 42.74%
$0
$237,000 0.01% of portfolio
2,555
Q3 2024 Reduced 14.92%
$0
$237,000 0.01% of portfolio
2,806
Q3 2024 Reduced 17.83%
$0
$223,000 0.01% of portfolio
1,867
Q3 2024 Added 3.78%
$0
$233,000 0.01% of portfolio
2,393
Q3 2024 Reduced 26.66%
$0
$204,000 0.01% of portfolio
776
Q3 2024 New
$0
$0 0.0% of portfolio
26,047
Q2 2024 Reduced 5.13%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $1.62 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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