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
$2.86 Million 0.16% of portfolio
13,683
Q3 2025 Reduced 7.86%
$0
$2.94 Million 0.16% of portfolio
63,684
Q3 2025 Added 0.29%
$94.5B
$2.81 Million 0.15% of portfolio
8,235
Q3 2025 Added 9.64%
$177B
$2.7 Million 0.15% of portfolio
13,883
Q3 2025 Reduced 3.07%
$152B
$2.75 Million 0.15% of portfolio
11,151
Q3 2025 Reduced 6.92%
$0
$2.68 Million 0.15% of portfolio
55,772
Q3 2025 Added 2.83%
$0
$2.55 Million 0.14% of portfolio
79,831
Q3 2025 Reduced 1.7%
$533B
$2.54 Million 0.14% of portfolio
7,434
Q3 2025 Added 0.47%
$25.4B
$2.35 Million 0.13% of portfolio
33,034
Q3 2025 Added 2.28%
$0
$2.43 Million 0.13% of portfolio
56,762
Q3 2025 Reduced 1.81%
$0
$2.13 Million 0.12% of portfolio
37,137
Q3 2025 Reduced 2.62%
$74.9B
$2.26 Million 0.12% of portfolio
8,660
Q3 2025 Added 9.3%
$0
$2.18 Million 0.12% of portfolio
3,270
Q3 2025 Reduced 1.21%
$76.2B
$2.06 Million 0.11% of portfolio
33,005
Q3 2025 Reduced 1.07%
$0
$2.04 Million 0.11% of portfolio
29,902
Q3 2025 Reduced 0.06%
$97.3B
$2.03 Million 0.11% of portfolio
24,004
Q3 2025 Added 0.28%
$235B
$1.96 Million 0.11% of portfolio
23,325
Q3 2025 Added 7.71%
$269B
$1.99 Million 0.11% of portfolio
8,312
Q3 2025 Added 5.26%
$74.3B
$1.8 Million 0.1% of portfolio
8,945
Q3 2025 Added 2.86%
$0
$1.85 Million 0.1% of portfolio
3,111
Q3 2025 Reduced 1.27%
$0
$1.88 Million 0.1% of portfolio
10,058
Q3 2025 Reduced 0.54%
$317B
$1.81 Million 0.1% of portfolio
21,649
Q3 2025 Added 0.82%
$0
$1.69 Million 0.09% of portfolio
36,512
Q3 2025 Reduced 7.1%
$1.79B
$1.7 Million 0.09% of portfolio
13,734
Q3 2025 Added 0.14%
$0
$1.68 Million 0.09% of portfolio
5,732
Q3 2025 Reduced 1.8%
$0
$1.64 Million 0.09% of portfolio
5,128
Q3 2025 Reduced 2.25%
$0
$1.69 Million 0.09% of portfolio
5,137
Q3 2025 Reduced 1.12%
$0
$1.72 Million 0.09% of portfolio
34,931
Q4 2024 Added 13.72%
$0
$1.66 Million 0.09% of portfolio
35,025
Q3 2025 Reduced 0.23%
$132B
$1.56 Million 0.09% of portfolio
6,335
Q3 2025 Reduced 0.16%
$0
$1.57 Million 0.09% of portfolio
8,268
Q3 2025 Reduced 0.06%
$0
$1.41 Million 0.08% of portfolio
6,600
Q3 2025 Reduced 1.77%
$490B
$1.49 Million 0.08% of portfolio
13,216
Q3 2025 Reduced 5.0%
$662B
$1.41 Million 0.08% of portfolio
2,797
Q3 2025 Added 0.87%
$120B
$1.41 Million 0.08% of portfolio
44,994
Q3 2025 Reduced 0.88%
$279B
$1.5 Million 0.08% of portfolio
14,593
Q3 2025 Reduced 0.85%
$6.15B
$1.38 Million 0.08% of portfolio
24,314
Q3 2025 Reduced 1.04%
$73.7B
$1.47 Million 0.08% of portfolio
5,364
Q3 2025 Added 162.43%
$0
$1.55 Million 0.08% of portfolio
27,673
Q2 2025 Added 3.51%
$0
$1.52 Million 0.08% of portfolio
5,945
Q3 2025 Reduced 4.16%
$222B
$1.39 Million 0.08% of portfolio
2,866
Q3 2025 Reduced 8.84%
$1.74T
$1.41 Million 0.08% of portfolio
5,780
Q3 2025 Added 7.38%
$0
$1.5 Million 0.08% of portfolio
28,255
Q3 2025 Reduced 5.03%
$0
$1.28 Million 0.07% of portfolio
25,279
Q1 2025 Added 6.17%
$0
$1.29 Million 0.07% of portfolio
16,955
Q3 2025 Reduced 9.4%
$0
$1.25 Million 0.07% of portfolio
23,921
Q2 2024 Reduced 2.36%
$0
$1.24 Million 0.07% of portfolio
26,727
Q1 2025 Added 6.52%
$0
$1.26 Million 0.07% of portfolio
29,025
Q3 2025 Reduced 0.37%
$0
$1.36 Million 0.07% of portfolio
15,212
Q3 2025 Reduced 0.3%

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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