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 |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 51 | $7,432,919 | 41,207 | 0.00 | 0.00 | 33,611 | 442.48 | 03-31-2024 |
| ISHARES TR | MBS ETF | 52 | $7,375,491 | 79,804 | 0.00 | 0.00 | -52,801 | -39.82 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 53 | $7,311,850 | 34,769 | 0.00 | 0.00 | -979 | -2.74 | 03-31-2024 |
| PEPSICO INC | COM | 54 | $7,151,139 | 40,861 | 0.00 | 0.00 | 1,218 | 3.07 | 03-31-2024 |
