Mc Kinley Carter Wealth Services, Inc. Purchases in Q1 2025

Mc Kinley Carter Wealth Services, Inc.

  • $1.56 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PM
Philip Morris International Inc.

Consumer Defensive
133
+ 6.73%
$117.15 - $158.79 $15.6K - $21.1K
2.11K $334K
KO
Coca Cola CO

Consumer Defensive
16
+ 0.16%
$60.81 - $72.32 $973 - $1.16K
10.1K $726K
PG
Procter & Gamble CO

Consumer Defensive
14
+ 0.04%
$158.56 - $176.26 $2.22K - $2.47K
33.3K $5.67M
RTX
Raytheon Technologies Corp

Industrials
186
+ 4.56%
$114.1 - $135.66 $21.2K - $25.2K
4.27K $565K
APD
Air Products & Chemicals, Inc.

Basic Materials
179
+ 2.3%
$283.24 - $338.07 $50.7K - $60.5K
7.95K $2.34M
CTAS
Cintas Corp

Industrials
1
+ 0.03%
$182.09 - $208.14 $182 - $208
3.83K $786K
AEP
American Electric Power CO Inc

Utilities
14
+ 0.32%
$90.32 - $109.27 $1.26K - $1.53K
4.44K $484K
CSCO
Cisco Systems, Inc.

Technology
916
+ 14.31%
$58.74 - $64.87 $53.8K - $59.4K
7.32K $451K
WFC
Wells Fargo & Company

Financial Services
907
+ 24.1%
$66.78 - $81.42 $60.6K - $73.8K
4.67K $335K
PAYX
Paychex Inc

Industrials
162
+ 5.48%
$136.06 - $154.52 $22K - $25K
3.12K $481K
AZN
Astrazeneca PLC

Healthcare
328
+ 6.69%
$65.37 - $77.96 $21.4K - $25.6K
5.23K $384K
CTVA
Corteva, Inc.

Basic Materials
226
+ 3.08%
$55.94 - $66.15 $12.6K - $14.9K
7.56K $475K
TXN
Texas Instruments Inc

Technology
277
+ 2.3%
N/A
12.3K $2.39M
ACWI
Ishares Msci Acwi ETF

ETFs
467
+ 25.26%
$115.16 - $124.13 $53.8K - $58K
2.32K $269K
ITW
Illinois Tool Works Inc

Industrials
352
+ 4.71%
$244.9 - $274.48 $86.2K - $96.6K
7.82K $1.94M
MRK
Merck & Co., Inc.

Healthcare
2.67K
+ 13.32%
$83.01 - $101.02 $221K - $269K
22.7K $2.04M
CME
Cme Group Inc.

Financial Services
28
+ 2.55%
$225.82 - $266.54 $6.32K - $7.46K
1.13K $298K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
1.64K
+ 6.52%
$41.35 - $44.46 $67.6K - $72.7K
26.7K $1.12M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.47K
+ 6.17%
$44.11 - $47.04 $64.8K - $69.1K
25.3K $1.12M
IBM
International Business Machines Corp

Technology
21
+ 2.22%
$217.4 - $264.74 $4.57K - $5.56K
966 $240K
CMCSA
Comcast Corp

Communication Services
1.29K
+ 3.03%
$33.19 - $38.23 $42.6K - $49.1K
43.7K $1.61M
BNL
Broadstone Net Lease, Inc.

Real Estate
252
+ 2.11%
$15.2 - $17.25 $3.83K - $4.35K
12.2K $207K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3
+ 0.07%
$87.68 - $94.52 $263 - $284
4.01K $372K
IOO
Ishares Tr Global 100 ETF

ETFs
250
+ 9.21%
$96.2 - $105.12 $24.1K - $26.3K
2.96K $285K
ISRG
Intuitive Surgical Inc

Healthcare
48
+ 6.56%
$476.63 - $610.45 $22.9K - $29.3K
780 $386K
VIG
Vanguard Dividend Appreciation

ETFs
8
+ 0.31%
N/A
2.56K $467K
VFH
Vanguard Financial ETF

ETFs
8
+ 0.3%
$114.07 - $127.34 $913 - $1.02K
2.72K $320K
Blackrock Inc
24
+ 6.02%
N/A
423 $0
Blackrock ETF Trust Ii
6.97K
+ 60.25%
N/A
18.5K $0
Jacobs Solutions Inc
1.47K
+ 2.58%
N/A
58.6K $0
Grayscale Bitcoin Mini Tr Et
7.42K
New
N/A
7.42K $0
Blackrock ETF Trust Ii
12.4K
New
N/A
12.4K $0
Linde PLC
653
+ 3.68%
N/A
18.4K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.33K
+ 52.89%
N/A
9.62K $0
ILCG
Ishares Morningstar Growth ETF
459K
New
N/A
459K $0
XLI
Industrial Sector Spdr

ETFs
1
+ 0.04%
$128.78 - $141.67 $129 - $142
2.23K $290K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.9%
$253.32 - $282.66 $1.77K - $1.98K
785 $200K
CHCO
City Holding CO

Financial Services
20
+ 0.12%
$114.48 - $120.39 $2.29K - $2.41K
16.2K $1.91M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
505
+ 5.43%
$37.84 - $44.02 $19.1K - $22.2K
9.81K $377K
LOW
Lowes Companies Inc

Consumer Cyclical
677
+ 5.3%
$222.66 - $268.42 $151K - $182K
13.5K $3.14M
MVBF
Mvb Financial Corp

Financial Services
4K
+ 15.46%
$16.91 - $20.73 $67.6K - $82.9K
29.9K $517K
IWR
Ishares Russell Mid Cap ETF

ETFs
895
+ 3.35%
$82.81 - $92.93 $74.1K - $83.2K
27.6K $2.34M
SOXX
Ishares Semiconductor ETF

ETFs
67
+ 4.32%
$188.17 - $235.81 $12.6K - $15.8K
1.62K $305K
TFC
Truist Financial Corp

Financial Services
305
+ 1.58%
$39.48 - $48.15 $12K - $14.7K
19.7K $808K
SPYG
Spdr Portfolio

ETFs
2
+ 0.04%
$80.05 - $92.39 $160 - $185
5.67K $454K
DHR
Danaher Corp

Healthcare
81
+ 2.77%
$201.62 - $250.59 $16.3K - $20.3K
3K $615K
TGT
Target Corp

Consumer Defensive
83
+ 3.89%
$103.65 - $142.5 $8.6K - $11.8K
2.22K $231K
DIS
Walt Disney CO

Communication Services
39
+ 0.73%
$96.87 - $114.0 $3.78K - $4.45K
5.38K $530K
ORCL
Oracle Corp

Technology
532
+ 8.34%
$139.81 - $186.47 $74.4K - $99.2K
6.91K $966K
Activity Summary
Buys All Purchases 112 New Holdings 16 Increased Positions 96 Sells All Sells 135 Reductions 135 Sold out 0 Options Calls 0 Puts 5
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