Mc Kinley Carter Wealth Services, Inc. Options Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
AAPL
Apple Inc.

Technology
PUT
$1.62 Million
7.3K
Q1 2025
Added 204.17%
COST
Costco Wholesale Corp

Consumer Defensive
PUT
$283,000
300
Q1 2025
New holding
GPN
Global Payments Inc

Industrials
PUT
$332,000
3.4K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$205,000
1.9K
Q1 2025
New holding
VO
Vanguard Mid Cap ETF

ETFs
PUT
$231,000
900
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 303
  • Current Value $1.56 Billion
  • Prior Value $1.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 16 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 135 stocks
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