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  Name: MCKINLEY CARTER WEALTH SERVICES, INC.
  City: WHEELING
  State: WV
  Zip: 26003
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,495,703,000
  Total Value Change : $129,787,000
  Securities Held Change : -3
   
All Securities Held : 298
  New Positions : 12
  Closed Positions : 15
  Increased Positions : 116
  Unchanged Positions : 52
  Decreased Positions : 118

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Holdings Found : 12     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 33 New $0.00 $10,157,000 193,616 0.68% 10,157,000 193,616 0.215    N/A
   (HUBB)1 Year Chart         HUBB Hubbell Inc 59 New $407.27 $6,091,000 14,677 0.41% 6,091,000 14,677 0.027    Electronics Wholesale
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 106 New $0.00 $2,102,000 33,273 0.14% 2,102,000 33,273 0.006    N/A
   (SMCI)1 Year Chart         SMCI Super Micro Computer Inc 280 New $798.50 $227,000 225 0.02% 227,000 225 0    Networking & Communic...
   (STXG)1 Year Chart         STXG Strive 1000 Growth Etf 287 New $0.00 $219,000 5,829 0.01% 219,000 5,829 0.065    N/A
   (HYMU)1 Year Chart         HYMU Blackrock High Yield Muni I... 288 New $0.00 $216,000 9,627 0.01% 216,000 9,627 0.107    N/A
   (STXV)1 Year Chart         STXV Strive 1000 Value Etf 289 New $0.00 $210,000 7,245 0.01% 210,000 7,245 0.081    N/A
   (SYK)1 Year Chart         SYK Stryker Corp 291 New $330.58 $206,000 575 0.01% 206,000 575 0    Medical Instruments &...
   (ANTM)1 Year Chart         ANTM Anthem Inc 292 New $539.18 $204,000 393 0.01% 204,000 393 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 294 New $61.89 $203,000 3,495 0.01% 203,000 3,495 0    Domestic Money Center...
   (BK)1 Year Chart         BK Bank of New York Mellon Corp 293 New $58.44 $203,000 3,525 0.01% 203,000 3,525 0    Domestic Money Center...
   (ED)1 Year Chart         ED Consolidated Edison Inc 295 New $97.70 $202,000 2,223 0.01% 202,000 2,223 0.001    Multi Utilities

      12 Records Found
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