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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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