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 Market Cap. of $200 Billions or more
