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 12 of 15
46434V381
Shares:7.1K
Value:$408.3K
78464A805
Shares:5.9K
Value:$398.9K
33740U406
Shares:9.8K
Value:$383.6K
46435U663
Shares:9.8K
Value:$376.6K
74348A467
Shares:3.6K
Value:$368.3K
33740F623
Shares:7.9K
Value:$350.7K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46434V381)✕ | 7.1K | QoQ 0.00% (-0) | All Managers (Combined) | $408.3K | |
13.7K | All Managers (Combined) | $403.9K | |||
2.0K | All Managers (Combined) | $403.1K | |||
1.5K | All Managers (Combined) | $400.9K | |||
BlackRock, Inc.(BLKcusip09290D101) | 423 | QoQ +6.01% (-24)YoY NEW(+423) | All Managers (Combined) | $400.2K | YoY NEW(+$400.2K) |
(cusip78464A805)✕ | 5.9K | QoQ 0.00% (-0)YoY -0.91% (-54) | All Managers (Combined) | $398.9K | |
3.2K | All Managers (Combined) | $398.3K | |||
5.5K | All Managers (Combined) | $397.9K | |||
1.1K | All Managers (Combined) | $393.5K | |||
14.5K | YoY NEW(+14.5K) | All Managers (Combined) | $387.1K | YoY NEW(+$387.1K) | |
780 | QoQ +6.55% (+48)YoY +6.55% (+48) | All Managers (Combined) | $386.3K | ||
ASTRAZENECA PLC(AZNcusip046353108) | 5.2K | QoQ +6.68% (+328)YoY +0.90% (+47) | All Managers (Combined) | $384.6K | |
(cusip33740U406)✕ | 9.8K | All Managers (Combined) | $383.6K | ||
(cusip46435U663)✕ | 9.8K | All Managers (Combined) | $376.6K | ||
4.0K | QoQ +0.07% (+3) | All Managers (Combined) | $375.7K | ||
10.4K | All Managers (Combined) | $375.6K | |||
NISOURCE INC.(NIcusip65473P105) | 9.3K | All Managers (Combined) | $371.2K | ||
(cusip74348A467)✕ | 3.6K | QoQ 0.00% (+0) | All Managers (Combined) | $368.3K | |
2.5K | QoQ -1.12% (-28)YoY +0.36% (+9) | All Managers (Combined) | $364.8K | ||
(cusip33740F623)✕ | 7.9K | All Managers (Combined) | $350.7K |