Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings

Mc Kinley Carter Wealth Services, Inc.

  • $1.82 Billion
  • Q3 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.37 Million 0.46% of portfolio
230,443
Q3 2025 Reduced 1.25%
$0
$8.01 Million 0.44% of portfolio
344,193
Q3 2025 Reduced 1.6%
$61.4B
$7.71 Million 0.42% of portfolio
18,603
Q3 2025 New
$0
$6.93 Million 0.38% of portfolio
28,623
Q3 2025 Reduced 0.7%
$0
$6.91 Million 0.38% of portfolio
73,960
Q3 2025 Reduced 0.84%
$0
$6.87 Million 0.38% of portfolio
54,611
Q3 2025 Added 6.58%
$0
$6.82 Million 0.37% of portfolio
125,508
Q3 2025 New
$0
$6.52 Million 0.36% of portfolio
76,957
Q3 2025 Reduced 0.75%
$0
$6.54 Million 0.36% of portfolio
10,887
Q3 2025 Added 1.67%
$0
$6.41 Million 0.35% of portfolio
89,786
Q3 2025 Reduced 1.04%
$0
$5.98 Million 0.33% of portfolio
76,333
Q3 2025 Reduced 2.09%
$79.5B
$5.9 Million 0.32% of portfolio
47,102
Q3 2025 Reduced 15.5%
$204B
$5.9 Million 0.32% of portfolio
42,015
Q3 2025 Reduced 0.67%
$346B
$5.86 Million 0.32% of portfolio
38,160
Q3 2025 Added 13.9%
$414B
$5.56 Million 0.31% of portfolio
24,033
Q3 2025 Reduced 0.29%
$0
$5.59 Million 0.31% of portfolio
21,993
Q3 2025 Reduced 1.18%
$151B
$5.18 Million 0.28% of portfolio
14,677
Q3 2025 Reduced 1.16%
$0
$5.19 Million 0.28% of portfolio
35,613
Q3 2025 Reduced 0.2%
$79.6B
$4.99 Million 0.27% of portfolio
40,350
Q3 2025 New
$291B
$4.8 Million 0.26% of portfolio
10,055
Q3 2025 Reduced 2.44%
$971B
$4.66 Million 0.26% of portfolio
6,110
Q3 2025 Reduced 1.13%
$0
$4.72 Million 0.26% of portfolio
49,633
Q3 2025 Reduced 2.05%
$453B
$4.53 Million 0.25% of portfolio
6
Q2 2025 Added 20.0%
$0
$4.3 Million 0.24% of portfolio
82,278
Q3 2025 Added 1.6%
$0
$4.34 Million 0.24% of portfolio
38,131
Q3 2025 Reduced 6.18%
$0
$4.27 Million 0.23% of portfolio
30,010
Q3 2025 Reduced 6.89%
$0
$4.15 Million 0.23% of portfolio
30,023
Q3 2025 Reduced 0.16%
$46.8B
$4.27 Million 0.23% of portfolio
4,486
Q3 2025 Reduced 58.7%
$0
$4.01 Million 0.22% of portfolio
19,705
Q3 2025 Reduced 1.71%
$89.3B
$3.9 Million 0.21% of portfolio
35,758
Q3 2025 Reduced 2.75%
$224B
$3.88 Million 0.21% of portfolio
12,764
Q3 2025 Reduced 0.16%
$303B
$3.83 Million 0.21% of portfolio
24,644
Q3 2025 Added 2.62%
$140B
$3.59 Million 0.2% of portfolio
14,282
Q3 2025 Added 3.76%
$123B
$3.71 Million 0.2% of portfolio
7,428
Q3 2025 Added 0.88%
$522B
$3.53 Million 0.19% of portfolio
19,041
Q3 2025 Reduced 1.23%
$0
$3.25 Million 0.18% of portfolio
33,709
Q3 2025 Reduced 3.29%
$0
$3.25 Million 0.18% of portfolio
34,956
Q3 2025 Reduced 0.09%
$0
$3.34 Million 0.18% of portfolio
71,379
Q3 2025 Reduced 2.69%
$270B
$3.28 Million 0.18% of portfolio
20,646
Q3 2025 Reduced 1.95%
$0
$3.25 Million 0.18% of portfolio
10,926
Q3 2025 Reduced 0.56%
$104B
$3.35 Million 0.18% of portfolio
11,402
Q3 2025 Reduced 0.52%
$0
$3.25 Million 0.18% of portfolio
61,386
Q4 2024 Added 1.52%
$0
$3.16 Million 0.17% of portfolio
28,607
Q3 2025 Reduced 4.43%
$0
$3.16 Million 0.17% of portfolio
131,890
Q3 2025 Added 72.16%
$0
$3.06 Million 0.17% of portfolio
38,382
Q3 2025 Added 5.23%
$0
$2.84 Million 0.16% of portfolio
14,597
Q3 2025 Added 0.34%
$51.1B
$2.88 Million 0.16% of portfolio
32,107
Q3 2025 Added 0.34%
$168B
$2.83 Million 0.16% of portfolio
37,535
Q3 2025 Added 10.64%
$228B
$2.96 Million 0.16% of portfolio
22,095
Q3 2025 Added 3.58%

Summary

  • Portfolio
  • No. of Stocks 319
  • Current Value $1.82 Billion
  • Prior Value $1.72 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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