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 $300 Millions to $2 Billions
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