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
$1.33 Million 0.07% of portfolio
28,993
Q3 2025 Reduced 1.86%
$0
$1.27 Million 0.07% of portfolio
26,064
Q3 2025 Reduced 13.5%
$0
$1.31 Million 0.07% of portfolio
9,270
Q3 2025 Reduced 15.44%
$0
$1.19 Million 0.07% of portfolio
5,167
Q4 2024 Reduced 8.47%
$0
$1.2 Million 0.07% of portfolio
13,704
Q3 2025 Reduced 0.76%
$0
$1.15 Million 0.06% of portfolio
20,065
Q3 2025 Reduced 0.13%
$0
$1.14 Million 0.06% of portfolio
22,553
Q3 2025 Added 35.29%
$0
$1.06 Million 0.06% of portfolio
7,004
Q3 2025 Added 13.48%
$0
$1.15 Million 0.06% of portfolio
1,536
Q3 2025 Reduced 2.66%
$0
$1.06 Million 0.06% of portfolio
22,535
Q4 2024 Reduced 4.05%
$0
$1.01 Million 0.06% of portfolio
8,404
Q3 2025 Added 1.66%
$0
$1.05 Million 0.06% of portfolio
24,172
Q3 2025 Added 5.04%
$0
$1.03 Million 0.06% of portfolio
27,267
Q3 2025 Added 0.43%
$1.29T
$1.09 Million 0.06% of portfolio
2,445
Q3 2025 Added 6.26%
$0
$1.11 Million 0.06% of portfolio
31,065
Q3 2025 Reduced 0.07%
$0
$1.05 Million 0.06% of portfolio
24,416
Q4 2024 Added 2.3%
$0
$1.17 Million 0.06% of portfolio
6,517
Q3 2025 Reduced 11.43%
$4.9B
$1.15 Million 0.06% of portfolio
30,921
Q3 2025 Added 0.08%
$0
$992,000 0.05% of portfolio
22,645
Q3 2025 Reduced 0.87%
$98.1B
$846,000 0.05% of portfolio
4,954
Q3 2025 Added 0.08%
$0
$910,000 0.05% of portfolio
34,586
Q3 2025 Reduced 18.33%
$0
$701,000 0.04% of portfolio
2,507
Q4 2024 Reduced 4.31%
$14.2B
$790,000 0.04% of portfolio
2,521
Q3 2025 New
$62.3B
$702,000 0.04% of portfolio
6,248
Q2 2025 Added 40.78%
$18.5B
$758,000 0.04% of portfolio
3,481
Q3 2025 Added 0.23%
$0
$763,000 0.04% of portfolio
18,730
Q1 2024 Added 62.87%
$0
$698,000 0.04% of portfolio
12,756
Q3 2025 Added 11.52%
$130B
$800,000 0.04% of portfolio
2,251
Q3 2025 Added 4.5%
$0
$712,000 0.04% of portfolio
6,452
Q2 2025 Reduced 6.32%
$0
$734,000 0.04% of portfolio
13,558
Q3 2025 Added 2.4%
$0
$748,000 0.04% of portfolio
16,934
Q4 2022 Added 20.53%
$330M
$748,000 0.04% of portfolio
29,877
Q3 2025 Added 0.0%
$0
$780,000 0.04% of portfolio
15,038
Q3 2025 Added 4.8%
$306B
$701,000 0.04% of portfolio
10,581
Q3 2025 Added 5.91%
$0
$677,000 0.04% of portfolio
12,683
Q2 2025 Reduced 10.64%
$19B
$781,000 0.04% of portfolio
3,805
Q3 2025 Reduced 0.55%
$0
$634,000 0.03% of portfolio
2,699
Q4 2023 Added 21.69%
$0
$477,000 0.03% of portfolio
9,664
Q3 2025 Added 5.18%
$0
$465,000 0.03% of portfolio
2,556
Q2 2025 Reduced 0.31%
$59.5B
$573,000 0.03% of portfolio
12,538
Q3 2025 Added 0.36%
$258B
$577,000 0.03% of portfolio
3,452
Q3 2025 Reduced 14.93%
$300B
$595,000 0.03% of portfolio
1,724
Q3 2025 Reduced 90.87%
$0
$502,000 0.03% of portfolio
15,065
Q3 2025 Reduced 2.74%
$0
$517,000 0.03% of portfolio
8,794
Q3 2025 Added 2.97%
$0
$588,000 0.03% of portfolio
5,627
Q3 2025 Reduced 0.81%
$0
$609,000 0.03% of portfolio
5,728
Q3 2025 Reduced 49.17%
$193B
$590,000 0.03% of portfolio
5,161
Q3 2025 Reduced 1.96%
$160B
$595,000 0.03% of portfolio
3,004
Q1 2025 Added 2.77%
$73.4B
$544,000 0.03% of portfolio
15,320
Q3 2025 Added 8.58%

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
Track This Portfolio

Track Mc Kinley Carter Wealth Services, Inc. Portfolio

Follow Mc Kinley Carter Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Kinley Carter Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Kinley Carter Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email