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.
Stock Holdings Table
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