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 Market Cap. of $10 Billions to $200 Billions
