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 13 of 15
92206C409
Shares:4.4K
Value:$344.6K
33740F771
Shares:8.0K
Value:$339.2K
464287523
Shares:1.6K
Value:$304.2K
464288307
Shares:4.2K
Value:$298.8K
808524706
Shares:10.7K
Value:$296.3K
97717W406
Shares:2.7K
Value:$295.1K
81369Y704
Shares:2.2K
Value:$292.3K
464287572
Shares:3.0K
Value:$285.4K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.1K | QoQ -0.35% (-11)YoY 0.00% (+0) | All Managers (Combined) | $350.4K | ||
(cusip92206C409)✕ | 4.4K | All Managers (Combined) | $344.6K | ||
Zoetis Inc.(ZTScusip98978V103) | 2.1K | QoQ -1.61% (-34)YoY +4.22% (+84) | All Managers (Combined) | $341.5K | |
(cusip33740F771)✕ | 8.0K | QoQ NEW(+8.0K) YoY NEW(+8.0K) | All Managers (Combined) | $339.2K | QoQ NEW(+$339.2K) YoY NEW(+$339.2K) |
4.7K | All Managers (Combined) | $335.3K | |||
2.1K | All Managers (Combined) | $334.6K | |||
— | All Managers (Combined) | $332.9K | |||
2.7K | QoQ +0.29% (+8) | All Managers (Combined) | $324.4K | ||
NIKE, Inc.(NKEcusip654106103) | 5.0K | QoQ -0.08% (-4)YoY +0.06% (-3) | All Managers (Combined) | $314.6K | |
2.2K | QoQ 0.00% (+0)YoY -1.36% (-30) | All Managers (Combined) | $307.5K | ||
(cusip464287523)✕ | 1.6K | QoQ +4.32% (-67)YoY -0.49% (-8) | All Managers (Combined) | $304.2K | |
CME GROUP INC.(CMEcusip12572Q105) | 1.1K | QoQ +2.54% (+28)YoY +2.73% (+30) | All Managers (Combined) | $299.0K | |
(cusip464288307)✕ | 4.2K | QoQ -0.04% (-2) | All Managers (Combined) | $298.8K | |
(cusip808524706)✕ | 10.7K | All Managers (Combined) | $296.3K | ||
(cusip97717W406)✕ | 2.7K | QoQ 0.00% (+0) | All Managers (Combined) | $295.1K | |
(cusip81369Y704)✕ | 2.2K | QoQ +0.04% (-1)YoY -0.62% (-14) | All Managers (Combined) | $292.3K | |
(cusip464287572)✕ | 3.0K | QoQ +9.21% (+250)YoY -5.84% (-184) | All Managers (Combined) | $285.4K | |
1.2K | QoQ -1.47% (-18) | All Managers (Combined) | $284.7K | ||
— | All Managers (Combined) | $283.7K | |||
481 | QoQ -3.02% (-15)YoY 0.00% (+0) | All Managers (Combined) | $283.6K |