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 • $1.6B total value
Manager:
Search and click to pin securities to the top
Page 6 of 15
389637109
Shares:33.5K
Value:$2.2M
% of Portfolio:0.1% ($2.2M/$1.6B)
092528207
Shares:83.0K
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)
33734H106
Shares:40.5K
Value:$1.8M
% of Portfolio:0.1% ($1.8M/$1.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 10.2K | All Managers (Combined) | $2.3M | 0.1% ($2.3M/$1.6B) | |||
| 12.3K | QoQ +2.30% (-277)YoY +3.67% (+436) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.6B) | ||
(cusip389637109)✕ | 33.5K | QoQ 0.00% (-0)YoY +0.54% (+182) | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.6B) | |
MORGAN STANLEY(MScusip617446448) | 18.4K | All Managers (Combined) | $2.2M | 0.1% ($2.2M/$1.6B) | ||
| 58.5K | All Managers (Combined) | $2.1M | 0.1% ($2.1M/$1.6B) | |||
| 7.5K | QoQ +4.85% (+348)YoY +7.32% (+513) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.6B) | ||
| 22.7K | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.6B) | |||
(cusip092528207)✕ | 83.0K | QoQ NEW(+83.0K) YoY NEW(+83.0K) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.6B) | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
| 6.9K | QoQ +1.83% (+125)YoY +2.60% (+176) | All Managers (Combined) | $2.0M | 0.1% ($2.0M/$1.6B) | ||
| 7.8K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.6B) | |||
CITY HOLDING CO(CHCOcusip177835105) | 16.2K | QoQ +0.12% (-20)YoY +0.47% (+76) | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.6B) | |
Medtronic plc(MDTcusipG5960L103) | 20.6K | All Managers (Combined) | $1.9M | 0.1% ($1.9M/$1.6B) | ||
| 29.7K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | |||
(cusip33734H106)✕ | 40.5K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | ||
| 36.2K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | |||
| 3.2K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | |||
| 3.5K | All Managers (Combined) | $1.8M | 0.1% ($1.8M/$1.6B) | |||
| 10.1K | QoQ -2.02% (-209)YoY -5.10% (-544) | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 14.4K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) | ||
| 25.0K | All Managers (Combined) | $1.7M | 0.1% ($1.7M/$1.6B) |