Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings
Mc Kinley Carter Wealth Services, Inc.
- $1.72 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 308
- Current Value $1.72 Billion
- Prior Value $1.56 Billion
- Filing
- Period Q2 2025
- Filing Date July 24, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 17 stocks
- Additional Purchases 108 stocks
- Sold out of 0 stocks
- Reduced holdings in 120 stocks