Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCKINLEY CARTER WEALTH SERVICES INC | 04-26-2024 | 03-31-2024 | 299 | 1,496,185,458 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 151 | $1,451,086 | 24,017 | 0.00 | 0.00 | -2,507 | -9.45 | 03-31-2024 |
| ISHARES TR | GLB CNSM STP ETF | 152 | $1,445,130 | 23,679 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 153 | $1,401,634 | 12,684 | 0.00 | 0.00 | 893 | 7.57 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 154 | $1,397,388 | 3,323 | 0.00 | 0.00 | 300 | 9.92 | 03-31-2024 |
