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.

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$7.8 Million 0.45% of portfolio
26,152
Q2 2025 Added 7.87%
$0
$7.73 Million 0.45% of portfolio
349,783
Q2 2025 Reduced 2.25%
$79.5B
$6.98 Million 0.41% of portfolio
55,742
Q2 2025 Added 2.15%
$0
$6.67 Million 0.39% of portfolio
74,588
Q2 2025 Added 12.24%
$0
$6.22 Million 0.36% of portfolio
28,824
Q2 2025 Reduced 1.83%
$0
$6.21 Million 0.36% of portfolio
77,538
Q2 2025 Reduced 1.34%
$0
$6.19 Million 0.36% of portfolio
10,894
Q2 2025 Added 28.15%
$0
$6.1 Million 0.35% of portfolio
51,239
Q2 2025 Added 0.33%
$0
$6.1 Million 0.35% of portfolio
90,733
Q2 2025 Added 10.53%
$0
$5.91 Million 0.34% of portfolio
10,708
Q2 2025 Added 12.72%
$335B
$5.89 Million 0.34% of portfolio
18,893
Q2 2025 Reduced 3.49%
$158B
$5.75 Million 0.33% of portfolio
14,850
Q2 2025 Added 17.08%
$0
$5.67 Million 0.33% of portfolio
77,961
Q2 2025 Reduced 2.09%
$205B
$5.58 Million 0.32% of portfolio
42,297
Q2 2025 Added 4.58%
$350B
$5.34 Million 0.31% of portfolio
33,504
Q2 2025 Added 0.61%
$0
$5.27 Million 0.31% of portfolio
22,256
Q2 2025 Added 119.14%
$0
$4.83 Million 0.28% of portfolio
35,685
Q2 2025 Reduced 4.51%
$0
$4.76 Million 0.28% of portfolio
50,674
Q2 2025 Reduced 1.18%
$779B
$4.82 Million 0.28% of portfolio
6,180
Q2 2025 Reduced 0.58%
$0
$4.55 Million 0.26% of portfolio
40,641
Q2 2025 Reduced 15.58%
$407B
$4.47 Million 0.26% of portfolio
24,102
Q2 2025 Added 9.43%
$0
$4.47 Million 0.26% of portfolio
32,231
Q2 2025 Reduced 2.62%
$443B
$4.37 Million 0.25% of portfolio
6
Q2 2025 Added 20.0%
$0
$4.16 Million 0.24% of portfolio
80,984
Q2 2025 Added 11.58%
$266B
$4 Million 0.23% of portfolio
10,307
Q2 2025 Added 13.76%
$0
$3.89 Million 0.23% of portfolio
20,048
Q2 2025 Reduced 2.48%
$221B
$3.74 Million 0.22% of portfolio
12,784
Q2 2025 Reduced 0.88%
$0
$3.87 Million 0.22% of portfolio
30,072
Q2 2025 Added 1,198.45%
$118B
$3.53 Million 0.21% of portfolio
11,462
Q2 2025 Reduced 2.14%
$153B
$3.58 Million 0.21% of portfolio
11,980
Q2 2025 Reduced 2.62%
$297B
$3.44 Million 0.2% of portfolio
24,014
Q2 2025 Added 14.29%
$132B
$3.41 Million 0.2% of portfolio
7,363
Q2 2025 Added 10.19%
$85.9B
$3.35 Million 0.19% of portfolio
36,771
Q2 2025 Added 13.22%
$0
$3.21 Million 0.19% of portfolio
34,857
Q2 2025 Added 26.2%
$0
$3.13 Million 0.18% of portfolio
73,350
Q2 2025 Added 7.92%
$0
$3.04 Million 0.18% of portfolio
10,987
Q2 2025 Reduced 1.52%
$146B
$3.05 Million 0.18% of portfolio
13,765
Q2 2025 Added 2.31%
$0
$3.12 Million 0.18% of portfolio
34,986
Q2 2025 Reduced 6.65%
$0
$3.08 Million 0.18% of portfolio
61,386
Q4 2024 Added 1.52%
$230B
$2.9 Million 0.17% of portfolio
21,332
Q2 2025 Added 257.32%
$0
$2.98 Million 0.17% of portfolio
29,932
Q2 2025 Added 14.35%
$499B
$2.94 Million 0.17% of portfolio
19,279
Q2 2025 Reduced 4.26%
$263B
$2.97 Million 0.17% of portfolio
21,056
Q2 2025 Added 14.23%
$0
$2.88 Million 0.17% of portfolio
36,473
Q2 2025 Added 4.16%
$0
$2.9 Million 0.17% of portfolio
14,850
Q2 2025 Reduced 2.62%
$63.3B
$2.71 Million 0.16% of portfolio
31,999
Q2 2025 Reduced 4.35%
$177B
$2.79 Million 0.16% of portfolio
14,323
Q2 2025 Added 16.46%
$0
$2.72 Million 0.16% of portfolio
63,499
Q2 2025 Added 142.73%
$561B
$2.63 Million 0.15% of portfolio
7,399
Q2 2025 Reduced 4.7%

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
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