Mc Kinley Carter Wealth Services, Inc. Portfolio Holdings
Mc Kinley Carter Wealth Services, Inc.
- $1.6 Billion
- Q4 2024
Mc Kinley Carter Wealth Services, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.6 Billion distributed in 291 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $108M, Ishares Tr Russell 1000 ETF with a value of $99.9M, Vanguard Ftse Developed Market with a value of $91.9M, Fidelity Merrimack Str Tr Tota with a value of $69.6M, and Ishares Tr with a value of $62.8M.
Examining the 13F form we can see an decrease of $17.5M in the current position value, from $1.62B to 1.6B.
Below you can find more details about Mc Kinley Carter Wealth Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 291
- Current Value $1.6 Billion
- Prior Value $1.62 Billion
- Filing
- Period Q4 2024
- Filing Date January 22, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 5 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 140 stocks