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 8 of 15
33733E203
Shares:7.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$1.6B)
46137V241
Shares:18.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.6B)
33740F599
Shares:26.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
33740U307
Shares:25.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
464288737
Shares:17.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
33740F748
Shares:23.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
46435U853
Shares:29.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
46434G863
Shares:30.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
25434V807
Shares:26.2K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
78464A847
Shares:20.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
464289420
Shares:11.6K
Value:$956.6K
% of Portfolio:0.1% ($956.6K/$1.6B)
33740F839
Shares:22.5K
Value:$944.6K
% of Portfolio:0.1% ($944.6K/$1.6B)
33740U885
Shares:23.0K
Value:$941.0K
% of Portfolio:0.1% ($941.0K/$1.6B)
33740F672
Shares:24.4K
Value:$936.4K
% of Portfolio:0.1% ($936.4K/$1.6B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 6.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | |||
| 15.1K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | |||
(cusip33733E203)✕ | 7.4K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.6B) | ||
(cusip46137V241)✕ | 18.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | ||
GENUINE PARTS CO(GPCcusip372460105) | 10.1K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.6B) | ||
(cusip33740F599)✕ | 26.7K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | ||
(cusip33740U307)✕ | 25.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | ||
(cusip464288737)✕ | 17.6K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | ||
(cusip33740F748)✕ | 23.9K | QoQ 0.00% (-0)YoY -2.36% (-579) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | |
(cusip46435U853)✕ | 29.3K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | ||
| 30.8K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | |||
(cusip46434G863)✕ | 30.2K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.6B) | ||
(cusip25434V807)✕ | 26.2K | YoY NEW(+26.2K) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.6B) | YoY NEW(+$1.0M) |
(cusip78464A847)✕ | 20.1K | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.6B) | ||
ORACLE CORP(ORCLcusip68389X105) | 6.9K | All Managers (Combined) | $966.1K | 0.1% ($966.1K/$1.6B) | ||
(cusip464289420)✕ | 11.6K | All Managers (Combined) | $956.6K | 0.1% ($956.6K/$1.6B) | ||
(cusip33740F839)✕ | 22.5K | QoQ 0.00% (-0)YoY -4.04% (-950) | All Managers (Combined) | $944.6K | 0.1% ($944.6K/$1.6B) | |
(cusip33740U885)✕ | 23.0K | QoQ 0.00% (-0) | All Managers (Combined) | $941.0K | 0.1% ($941.0K/$1.6B) | |
(cusip33740F672)✕ | 24.4K | QoQ 0.00% (-0)YoY +2.30% (+550) | All Managers (Combined) | $936.4K | 0.1% ($936.4K/$1.6B) | |
| 42.4K | All Managers (Combined) | $935.6K | 0.1% ($935.6K/$1.6B) |