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 7 of 15
464288646
Shares:32.3K
Value:$1.7M
092528603
Shares:31.3K
Value:$1.6M
81369Y308
Shares:19.1K
Value:$1.6M
33740F664
Shares:36.8K
Value:$1.5M
33740U505
Shares:34.9K
Value:$1.5M
92204A207
Shares:6.7K
Value:$1.5M
33740F722
Shares:26.7K
Value:$1.3M
97717W315
Shares:30.1K
Value:$1.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288646)✕ | 32.3K | All Managers (Combined) | $1.7M | ||
3.2K | QoQ 0.00% (-0)YoY -0.50% (-16) | All Managers (Combined) | $1.7M | ||
(cusip092528603)✕ | 31.3K | All Managers (Combined) | $1.6M | ||
Apple Inc.(AAPLcusip037833100) | — | All Managers (Combined) | $1.6M | ||
COMCAST CORP(CMCSAcusip20030N101) | 43.7K | All Managers (Combined) | $1.6M | ||
5.7K | All Managers (Combined) | $1.6M | |||
(cusip81369Y308)✕ | 19.1K | All Managers (Combined) | $1.6M | ||
(cusip33740F664)✕ | 36.8K | QoQ 0.00% (-0)YoY -0.95% (-355) | All Managers (Combined) | $1.5M | |
(cusip33740U505)✕ | 34.9K | QoQ 0.00% (-0) | All Managers (Combined) | $1.5M | |
8.7K | QoQ -0.53% (-47)YoY -9.27% (-893) | All Managers (Combined) | $1.5M | ||
27.1K | All Managers (Combined) | $1.5M | |||
11.9K | QoQ -1.67% (-202)YoY -7.48% (-962) | All Managers (Combined) | $1.5M | ||
2.8K | All Managers (Combined) | $1.5M | |||
(cusip92204A207)✕ | 6.7K | All Managers (Combined) | $1.5M | ||
5.5K | QoQ -5.74% (-338)YoY -9.76% (-600) | All Managers (Combined) | $1.4M | ||
14.6K | All Managers (Combined) | $1.3M | |||
(cusip33740F722)✕ | 26.7K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | |
11.8K | All Managers (Combined) | $1.3M | |||
Walmart Inc.(WMTcusip931142103) | 14.7K | All Managers (Combined) | $1.3M | ||
(cusip97717W315)✕ | 30.1K | All Managers (Combined) | $1.3M |