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.
Portfolio value
$1.56 Billion
ETFs: $1.15 Billion
Technology: $113 Million
Consumer Cyclical: $57 Million
Financial Services: $51.1 Million
Industrials: $50.6 Million
Healthcare: $47.4 Million
Communication Services: $33.5 Million
Consumer Defensive: $33.4 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
