Mc Kinley Carter Wealth Services, Inc. Reduced Holdings in Q3 2024

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PAYX
Paychex Inc

Industrials
-400
- 12.01%
$116.17 - $135.19 $46.5K - $54.1K
2.93K $393K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-246
- 2.81%
$38.51 - $41.48 $9.47K - $10.2K
8.5K $350K
STXG
Ea Ser Tr Strive 1000 Growth E
-99
- 1.7%
N/A
5.73K $0
PFE
Pfizer Inc

Healthcare
-339
- 2.77%
$27.7 - $31.39 $9.39K - $10.6K
11.9K $344K
VGIT
Vanguard Intermediate Term Tre

ETFs
-75
- 1.73%
$57.8 - $60.8 $4.34K - $4.56K
4.26K $257K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-759
- 7.89%
$162.83 - $179.16 $124K - $136K
8.87K $1.59M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-208
- 2.54%
$42.66 - $45.18 $8.87K - $9.4K
7.99K $360K
ECL
Ecolab Inc.

Basic Materials
-117
- 5.3%
$228.86 - $255.76 $26.8K - $29.9K
2.09K $533K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-320
- 0.86%
$40.69 - $42.33 $13K - $13.5K
36.8K $1.56M
XOM
Exxon Mobil Corp

Energy
-144
- 0.94%
$109.72 - $119.0 $15.8K - $17.1K
15.2K $1.78M
VLUE
Ishares Msci Usa Value Factor

ETFs
-64
- 1.42%
$99.14 - $109.18 $6.34K - $6.99K
4.45K $485K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-54
- 0.91%
$63.28 - $70.06 $3.42K - $3.78K
5.87K $410K
VZ
Verizon Communications Inc

Communication Services
-37
- 0.63%
$38.89 - $45.0 $1.44K - $1.67K
5.83K $261K
CME
Cme Group Inc.

Financial Services
-25
- 2.28%
$193.43 - $220.62 $4.84K - $5.52K
1.07K $236K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-770
- 4.05%
$162.64 - $179.3 $125K - $138K
18.3K $3.27M
ITW
Illinois Tool Works Inc

Industrials
-692
- 8.4%
$233.14 - $263.97 $161K - $183K
7.55K $1.98M
SO
Southern CO

Utilities
-588
- 9.39%
$77.0 - $90.52 $45.3K - $53.2K
5.67K $511K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.83K
- 7.5%
$173.36 - $189.8 $317K - $348K
22.6K $4.29M
CSCO
Cisco Systems, Inc.

Technology
-194
- 2.97%
$44.74 - $53.22 $8.68K - $10.3K
6.34K $337K
AWK
American Water Works Company, Inc.

Utilities
-1
- 0.06%
$127.76 - $149.9 $128 - $150
1.63K $238K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-105
- 2.77%
$95.1 - $106.76 $9.99K - $11.2K
3.69K $393K
ZTS
Zoetis Inc.

Healthcare
-65
- 3.14%
$172.58 - $196.48 $11.2K - $12.8K
2K $391K
IWX
Ishares Tr Russell 200 Value E

ETFs
-648
- 4.52%
$74.49 - $81.27 $48.3K - $52.7K
13.7K $1.11M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-711
- 5.63%
$127.29 - $141.5 $90.5K - $101K
11.9K $1.66M
ABT
Abbott Laboratories

Healthcare
-67
- 1.3%
$100.07 - $118.13 $6.7K - $7.91K
5.07K $578K
GILD
Gilead Sciences, Inc.

Healthcare
-7
- 0.22%
$66.59 - $83.99 $466 - $588
3.13K $262K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-402
- 8.8%
$531.86 - $624.21 $214K - $251K
4.16K $2.58M
T
At&T Inc.

Communication Services
-66
- 0.31%
$18.21 - $22.28 $1.2K - $1.47K
21.1K $463K
DHR
Danaher Corp

Healthcare
-86
- 2.83%
$239.25 - $280.76 $20.6K - $24.1K
2.95K $819K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-294
- 1.35%
$61.47 - $67.36 $18.1K - $19.8K
21.4K $1.44M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-93
- 0.55%
$41.9 - $48.26 $3.9K - $4.49K
16.7K $800K
AEP
American Electric Power CO Inc

Utilities
-6
- 0.13%
$87.11 - $104.95 $523 - $630
4.47K $458K
VDC
Vanguard Consumer Staples ETF

ETFs
-303
- 3.36%
$201.77 - $221.32 $61.1K - $67.1K
8.71K $1.9M
VTI
Vanguard Total Stock Market Et

ETFs
-76
- 1.25%
$255.18 - $283.2 $19.4K - $21.5K
6.01K $1.7M
TFC
Truist Financial Corp

Financial Services
-6
- 0.03%
$38.22 - $44.94 $229 - $270
20.4K $872K
VBK
Vanguard Small Cap Growth ETF

ETFs
-480
- 3.99%
$240.48 - $267.94 $115K - $129K
11.6K $3.09M
RTX
Raytheon Technologies Corp

Industrials
-8
- 0.2%
$99.55 - $123.34 $796 - $987
4.02K $486K
V
Visa Inc.

Financial Services
-91
- 1.05%
$253.74 - $291.56 $23.1K - $26.5K
8.55K $2.35M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-85
- 1.01%
$110.06 - $128.44 $9.36K - $10.9K
8.33K $1.06M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-2.28K
- 3.48%
$53.41 - $57.9 $122K - $132K
63.3K $3.66M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.31K
- 4.33%
$80.13 - $88.89 $105K - $117K
29K $2.56M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.89K
- 2.76%
$33.74 - $37.96 $63.6K - $71.6K
66.3K $2.49M
BX
Blackstone Inc.

Financial Services
-206
- 4.03%
$120.77 - $159.66 $24.9K - $32.9K
4.91K $751K
DGRO
Ishares Core Dividend Growth E

ETFs
-468
- 1.57%
$57.47 - $62.76 $26.9K - $29.4K
29.4K $1.84M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10
- 0.17%
$256.4 - $289.78 $2.56K - $2.9K
5.88K $1.67M
VBR
Vanguard Small Cap Value ETF

ETFs
-893
- 5.32%
$179.99 - $201.6 $161K - $180K
15.9K $3.19M
VTV
Vanguard Value ETF

ETFs
-115
- 1.1%
$159.75 - $174.57 $18.4K - $20.1K
10.3K $1.8M
ORCL
Oracle Corp

Technology
-259
- 4.36%
$125.9 - $170.35 $32.6K - $44.1K
5.68K $967K
PEP
Pepsico Inc

Consumer Defensive
-340
- 0.82%
$161.9 - $179.3 $55K - $61K
40.9K $6.96M
Activity Summary
Buys All Purchases 115 New Holdings 11 Increased Positions 104 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 1
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