Mckinley-Carter-Wealth-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ "TROW", null, "FNDF", "ACN", "ABT", "ABBV", "ADBE", "APD", "BABA", null, null, "GOOGL", "VDE", null, "T", "BLK", null, "AYI", "CAT", "AVGO", "LOW", null, null, null, null, null, null, "DUK", null, null, "GD", "GILD", "HD", null, null, "AZN", null, null, null, null, null, "MCD", null, null, "INTU", null, null, null, null, null, null, null, null, null, null, "ISRG", null, null, "HUBB", "EMXC", "ITW", "IDA", null, "MUB", "META", null, null, "HEFA", null, "IVW", "IJH", null, null, null, null, null, null, "IWS", "LIN", null, "SILA", "MA", "MDT", "MSFT", "MDLZ", "MS", null, "GPC", "NI", null, "ORLY", null, "BX", "HSY", "IJR", "EFG", "KLAC", "IWD", "ORCL", null, "PAYX", "VGIT", null, null, null, "EEM", "IWF", null, "PEP", "VGSH", "PGR", "IEMG", "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", null, "PKG", null, "IEFA", "SCHX", null, null, "SHW", "ROP", "RTX", "SPDW", "GLD", null, null, "SPYG", null, "SPLG", null, "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TJX", "TFC", "TRV", "UPS", "VO", "VV", "MVBF", "IVOO", null, null, "VWO", null, null, null, null, null, null, null, null, "VIG", null, "TSCO", "IWO", "IWN", null, "GPN", null, null, "EW", "UBSI", "FI", "AJG", "WM", "IWP", "IWR", "AEP", "ES", "FCF", null, null, null, null, null, null, "NVO", "VIGI", "AMZN", "IVE", "HCA", null, "ESGD", "DKS", "VEU", "VGT", "VUG", "VFH", "VEA", "VYMI", null, "VXUS", "VBK", "BNDX", "VTEB", "BND", "VBR", "VT", "VB", "VOO", "VTV", "V", "WMT", "WFC", null, null, null, "LNT", "DTE", null, "DVY", "SCHG", "SCHF", "NSC", "NXPI", null, "SO", null, null, "MTUM", null, null, null, "DGRO", "MCK", null, "EXR", "GWW", null, "ESGU", "KMB", "ADP", "BK", "BRK-A", "BRK-B", "BNL", "CACI", "CVX", "CINF", "CTAS", "CSCO", "CLX", "CHCO", "CME", "KO", "CMCSA", "CL", "ED", "COST", "CTVA", "CSX", "DHR", "RSP", null, "IJT", "EFA", "J", "USMV", "IWB", "NEE", "NKE", "QQQ", "IWM", "MDY", "DIS", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "AWK", "XLK", "ITOT", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-15
- Total Holdings
- 297
- Total Value
- 1570583761
- Accession Number
- 0001085146-25-002110
- Form Type
- 13F-HR
- Manager Name
- Mckinley-Carter-Wealth-Services
Data Enrichment
67% identified200 identified97 unidentified
Holdings
297 positions
Manager:
Search and click to pin securities to the top
Page 10 of 15
33740F862
Shares:14.3K
Value:$652.7K
092528843
Shares:12.4K
Value:$614.8K
33733E302
Shares:2.5K
Value:$556.9K
33740U208
Shares:11.4K
Value:$544.8K
92189F437
Shares:18.9K
Value:$544.5K
33740U703
Shares:21.6K
Value:$539.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Tesla, Inc.(TSLAcusip88160R101) | 2.5K | All Managers (Combined) | $656.2K | ||
(cusip33740F862)✕ | 14.3K | QoQ 0.00% (-0)YoY +2.39% (+336) | All Managers (Combined) | $652.7K | |
4.3K | All Managers (Combined) | $641.6K | |||
Duke Energy CORP(DUKcusip26441C204) | 5.2K | All Managers (Combined) | $634.6K | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 2.2K | QoQ 0.00% (+0) | All Managers (Combined) | $624.1K | |
14.2K | All Managers (Combined) | $620.2K | |||
4.1K | All Managers (Combined) | $616.0K | |||
3.0K | QoQ +2.77% (-81)YoY -0.56% (-17) | All Managers (Combined) | $615.9K | ||
(cusip092528843)✕ | 12.4K | QoQ NEW(+12.4K) YoY NEW(+12.4K) | All Managers (Combined) | $614.8K | QoQ NEW(+$614.8K) YoY NEW(+$614.8K) |
13.5K | All Managers (Combined) | $609.7K | |||
20.2K | QoQ -0.47% (-97) | All Managers (Combined) | $571.5K | ||
4.3K | QoQ +4.55% (+186)YoY +6.06% (+244) | All Managers (Combined) | $565.2K | ||
22.3K | QoQ NEW(+22.3K) YoY NEW(+22.3K) | All Managers (Combined) | $557.6K | QoQ NEW(+$557.6K) YoY NEW(+$557.6K) | |
(cusip33733E302)✕ | 2.5K | QoQ 0.00% (-0) | All Managers (Combined) | $556.9K | |
(cusip33740U208)✕ | 11.4K | QoQ 0.00% (-0)YoY +5.05% (+550) | All Managers (Combined) | $544.8K | |
(cusip92189F437)✕ | 18.9K | All Managers (Combined) | $544.5K | ||
(cusip33740U703)✕ | 21.6K | QoQ 0.00% (-0) | All Managers (Combined) | $539.8K | |
Walt Disney Co(DIScusip254687106) | 5.4K | QoQ +0.73% (-39)YoY -8.77% (-517) | All Managers (Combined) | $530.7K | |
DTE ENERGY CO(DTEcusip233331107) | 3.8K | All Managers (Combined) | $529.2K | ||
ECOLAB INC.(ECLcusip278865100) | 2.1K | QoQ -1.09% (-23) | All Managers (Combined) | $524.8K |