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McKinley Carter Wealth Services

Latest statistics and disclosures from McKinley Carter Wealth Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IVE, AGG, VEA, IWB, and represent 27.46% of McKinley Carter Wealth Services's stock portfolio.
Added to shares of these 10 stocks: IJH (+$13M), BINC (+$10M), HUBB (+$6.1M), AMZN (+$6.1M), EMXC, AGG, IVV, VTEB, IWL, IEFA.
Started 12 new stock positions in ED, BK, STXV, GBTC, BINC, HYMU, WFC, STXG, ELV, HUBB. SYK, SMCI.
Reduced shares in these 10 stocks: TMO (-$5.3M), TSCO (-$5.1M), MBB, USIG, XLK, LLY, BND, PSQ, JPM, VB.
Sold out of its positions in AWK, BA, ES, ROBO, DFEB, TIP, ACWI, IDV, SECT, PSQ. SPYV, STRM, UNP, VONV, XEL.
McKinley Carter Wealth Services was a net buyer of stock by $58M.
McKinley Carter Wealth Services has $1.5B in assets under management (AUM), dropping by 9.49%.
Central Index Key (CIK): 0001484265

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Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 298 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.1	$91M	+3%	174k	525.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.9	$88M		472k	186.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.8	$87M	+5%	891k	97.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.3	$80M	+3%	1.6M	50.17	View chart
Ishares Tr Rus 1000 Etf (IWB)	4.3	$64M		224k	288.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$60M	+4%	809k	74.22	View chart
Ishares Msci Emrg Chn (EMXC)	3.5	$53M	+9%	918k	57.57	View chart
Ishares Tr Rus Top 200 Etf (IWL)	3.3	$49M	+5%	384k	127.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.9	$28M	+3%	274k	103.79	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.8	$27M	+8%	1.2M	22.77	View chart
Apple (AAPL)	1.7	$26M	+2%	148k	171.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.5	$23M	+4%	452k	51.28	View chart
Select Sector Spdr Tr Technology (XLK)	1.5	$22M	-5%	108k	208.27	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$19M	+6%	367k	51.60	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$19M		56k	337.05	View chart
Microsoft Corporation (MSFT)	1.3	$19M	+2%	45k	420.72	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$17M	+8%	115k	147.73	View chart
Select Sector Spdr Tr Financial (XLF)	1.1	$17M	+2%	401k	42.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$16M	+21%	314k	50.60	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$16M	+428%	255k	60.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$15M		136k	110.52	View chart
Broadcom (AVGO)	1.0	$14M	-2%	11k	1325.41	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.9	$14M		260k	52.47	View chart
Costco Wholesale Corporation (COST)	0.9	$13M		18k	732.63	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$13M	+12%	121k	107.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$12M	-7%	170k	72.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$12M	+3%	80k	150.93	View chart
Ishares Tr International Sl (ISCF)	0.8	$12M	+8%	362k	32.98	View chart
Intuit (INTU)	0.8	$12M		18k	650.01	View chart
Home Depot (HD)	0.7	$11M		28k	383.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.7	$10M	+3%	30k	346.61	View chart
W.W. Grainger (GWW)	0.7	$10M		10k	1017.28	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.7	$10M	NEW	194k	52.46	View chart
O'reilly Automotive (ORLY)	0.7	$9.9M	+2%	8.8k	1128.88	View chart
Mastercard Incorporated Cl A (MA)	0.6	$9.7M		20k	481.57	View chart
Fiserv (FI)	0.6	$9.6M		60k	159.82	View chart
Waste Management (WM)	0.6	$9.3M	+3%	44k	213.15	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.6	$9.1M	-24%	179k	50.77	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.6	$8.9M	+5%	187k	47.44	View chart
TJX Companies (TJX)	0.6	$8.7M	+3%	86k	101.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$8.7M		222k	39.02	View chart
UnitedHealth (UNH)	0.6	$8.2M	+4%	17k	494.69	View chart
Caci Intl Cl A (CACI)	0.5	$8.2M	+3%	22k	378.83	View chart
Jacobs Engineering Group (J)	0.5	$8.0M	+3%	52k	153.73	View chart
Novo-nordisk A S Adr (NVO)	0.5	$8.0M	+3%	63k	128.40	View chart
Linde SHS (LIN)	0.5	$7.9M	+4%	17k	464.32	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$7.7M		141k	54.43	View chart
Starbucks Corporation (SBUX)	0.5	$7.6M	+8%	83k	91.39	View chart
Arthur J. Gallagher & Co. (AJG)	0.5	$7.6M	+5%	30k	250.04	View chart
Amazon (AMZN)	0.5	$7.4M	+442%	41k	180.38	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$7.4M	-39%	80k	92.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$7.3M	-2%	35k	210.30	View chart
Pepsi (PEP)	0.5	$7.2M	+3%	41k	175.01	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$6.8M	-2%	20k	344.20	View chart
Global Payments (GPN)	0.4	$6.6M	+5%	49k	133.66	View chart
McKesson Corporation (MCK)	0.4	$6.6M	+9%	12k	536.84	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$6.5M	-4%	106k	61.53	View chart
Adobe Systems Incorporated (ADBE)	0.4	$6.4M	+7%	13k	504.60	View chart
Hubbell (HUBB)	0.4	$6.1M	NEW	15k	415.04	View chart
Vanguard World Energy Etf (VDE)	0.4	$5.9M	+9%	45k	131.70	View chart
Monster Beverage Corp (MNST)	0.4	$5.7M	+12%	96k	59.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$5.5M	-4%	69k	79.86	View chart
Procter & Gamble Company (PG)	0.4	$5.5M	-2%	34k	162.25	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$5.4M	+41%	71k	76.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$5.2M	+3%	75k	68.80	View chart
JPMorgan Chase & Co. (JPM)	0.3	$4.9M	-11%	25k	200.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$4.9M	-8%	20k	247.41	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$4.9M	-2%	42k	114.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$4.8M	-4%	82k	58.65	View chart
Eli Lilly & Co. (LLY)	0.3	$4.8M	-18%	6.2k	777.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.5M		10k	443.99	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$4.4M		24k	179.11	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.3	$4.3M		139k	31.10	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$4.3M	-3%	37k	114.14	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$4.1M	-2%	112k	36.59	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$3.9M	+7%	67k	58.11	View chart
Abbvie (ABBV)	0.3	$3.8M		21k	182.10	View chart
J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB)	0.2	$3.6M	+6%	93k	39.28	View chart
Caterpillar (CAT)	0.2	$3.5M		9.4k	366.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.4M	-3%	34k	102.76	View chart
McDonald's Corporation (MCD)	0.2	$3.4M		12k	281.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.3M	-6%	17k	191.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.3M		20k	164.35	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.3M	-61%	5.7k	581.17	View chart
Lowe's Companies (LOW)	0.2	$3.3M		13k	254.74	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.2M		12k	260.72	View chart
Chevron Corporation (CVX)	0.2	$3.2M		20k	157.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.2M		5.00	634440.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.1M	-3%	87k	36.19	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$3.1M	-3%	39k	79.91	View chart
Johnson & Johnson (JNJ)	0.2	$3.0M	+3%	19k	158.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.0M	-15%	13k	228.59	View chart
Tractor Supply Company (TSCO)	0.2	$3.0M	-63%	12k	261.72	View chart
Lockheed Martin Corporation (LMT)	0.2	$2.9M	+2%	6.4k	454.88	View chart
Merck & Co (MRK)	0.2	$2.8M	+3%	21k	131.95	View chart
Automatic Data Processing (ADP)	0.2	$2.8M		11k	249.74	View chart
Meta Platforms Cl A (META)	0.2	$2.8M	+5%	5.7k	485.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$2.7M		61k	44.74	View chart
Illinois Tool Works (ITW)	0.2	$2.6M		9.6k	268.33	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.6M	-2%	72k	35.84	View chart
Visa Com Cl A (V)	0.2	$2.5M	+75%	9.0k	279.08	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.4M	+2%	30k	81.53	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.3M	-2%	27k	84.09	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.2	$2.3M	+7%	26k	89.20	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.1M	-6%	28k	77.31	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$2.1M	NEW	33k	63.17	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.1M	+2%	12k	174.21	View chart
General Dynamics Corporation (GD)	0.1	$2.0M		7.0k	282.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.9M		4.0k	480.75	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.9M	-8%	46k	42.23	View chart
Air Products & Chemicals (APD)	0.1	$1.9M	+3%	7.9k	242.27	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.9M	-2%	9.2k	204.14	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.8M	+16%	16k	116.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.8M		3.4k	523.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.8M	-3%	3.2k	556.40	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M	-3%	6.7k	259.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M	-8%	11k	162.86	View chart
Us Bancorp Del Com New (USB)	0.1	$1.7M	+3%	39k	44.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.7M	-6%	6.8k	249.85	View chart
City Holding Company (CHCO)	0.1	$1.7M	+215%	16k	104.22	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.7M	-6%	13k	130.73	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.7M	+3%	16k	104.73	View chart
Clorox Company (CLX)	0.1	$1.7M	+4%	11k	153.12	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.7M		6.1k	270.80	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.7M		24k	70.00	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.6M		16k	101.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M		9.6k	169.37	View chart
Morgan Stanley Com New (MS)	0.1	$1.6M	+6%	17k	94.16	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.6M	-2%	37k	43.35	View chart
NVIDIA Corporation (NVDA)	0.1	$1.5M	+11%	1.7k	903.61	View chart
SYSCO Corporation (SYY)	0.1	$1.5M	+7%	19k	81.18	View chart
Medtronic SHS (MDT)	0.1	$1.5M	+5%	18k	87.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.5M	+5%	37k	40.57	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.5M	+2%	7.9k	187.34	View chart
T. Rowe Price (TROW)	0.1	$1.5M	+3%	12k	121.92	View chart
United Parcel Service CL B (UPS)	0.1	$1.5M	+7%	9.8k	148.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.5M	-9%	24k	60.42	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.4M		24k	61.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M	+7%	13k	110.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.4M	+9%	3.3k	420.52	View chart
Progressive Corporation (PGR)	0.1	$1.4M	-5%	6.8k	206.82	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.4M		26k	53.34	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.4M		9.0k	153.77	View chart
Genuine Parts Company (GPC)	0.1	$1.4M	+18%	8.8k	154.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.3M		44k	28.91	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$1.3M	-3%	17k	76.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$1.2M		30k	41.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.1M		24k	47.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.1M	-5%	7.2k	158.82	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$1.1M		5.6k	190.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.1M		25k	43.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$1.0M		33k	30.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.1	$998k	-3%	28k	36.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$986k		16k	62.06	View chart
Wal-Mart Stores (WMT)	0.1	$970k	+203%	16k	60.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$949k		24k	40.39	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$917k	-2%	8.0k	114.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$916k		22k	42.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$909k		25k	36.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$898k	+9%	24k	37.62	View chart
Truist Financial Corp equities (TFC)	0.1	$886k	+187%	23k	38.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$877k		5.8k	152.26	View chart
CSX Corporation (CSX)	0.1	$865k	+53%	23k	37.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$852k		22k	39.24	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$844k	-3%	15k	55.67	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$841k	+12%	1.6k	524.18	View chart
United Bankshares (UBSI)	0.1	$837k	-32%	23k	35.79	View chart
Cintas Corporation (CTAS)	0.1	$830k	-4%	1.2k	686.79	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$806k		25k	32.23	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$761k		9.0k	84.44	View chart
Danaher Corporation (DHR)	0.1	$755k		3.0k	249.75	View chart
Abbott Laboratories (ABT)	0.1	$753k	-2%	6.6k	113.66	View chart
Oracle Corporation (ORCL)	0.0	$744k	-2%	5.9k	125.61	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$730k		7.1k	103.01	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$727k	-14%	17k	41.77	View chart
Walt Disney Company (DIS)	0.0	$721k		5.9k	122.36	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$720k	-8%	9.8k	73.46	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$695k		17k	41.08	View chart
Tesla Motors (TSLA)	0.0	$688k	-12%	3.9k	175.79	View chart
Prologis (PLD)	0.0	$681k		5.2k	130.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$676k	-5%	8.4k	80.63	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$676k		7.2k	94.42	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$672k		3.3k	205.09	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$670k	-2%	5.1k	131.36	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$668k	-9%	23k	29.02	View chart
Packaging Corporation of America (PKG)	0.0	$666k		3.5k	189.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$654k	+62%	19k	34.90	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$653k	+27%	5.2k	125.33	View chart
Nextera Energy (NEE)	0.0	$652k		10k	63.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$647k		17k	38.19	View chart
Ishares Tr Exponential Tech (XT)	0.0	$636k	+50%	11k	59.62	View chart
Extra Space Storage (EXR)	0.0	$635k		4.3k	147.00	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$628k	-13%	18k	34.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$601k	+3%	14k	42.88	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$601k	-29%	26k	22.99	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$587k	-11%	8.3k	70.68	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$583k	-15%	14k	41.08	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$582k	+3%	24k	24.48	View chart
Mvb Financial (MVBF)	0.0	$577k		26k	22.31	View chart
Ecolab (ECL)	0.0	$559k		2.4k	230.91	View chart
Hca Holdings (HCA)	0.0	$553k		1.7k	333.51	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$533k	-5%	4.9k	108.92	View chart
Edwards Lifesciences (EW)	0.0	$525k		5.5k	95.56	View chart
Coca-Cola Company (KO)	0.0	$517k	+2%	8.5k	61.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$516k	-12%	6.2k	83.57	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$504k		4.7k	108.31	View chart
Target Corporation (TGT)	0.0	$500k	-11%	2.8k	177.19	View chart
Intel Corporation (INTC)	0.0	$492k		11k	44.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$484k		11k	44.45	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$476k	-15%	2.4k	195.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$472k		8.1k	58.06	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$468k	-4%	6.4k	73.15	View chart
Nike CL B (NKE)	0.0	$466k	+30%	5.0k	93.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$459k		2.5k	182.61	View chart
Duke Energy Corp Com New (DUK)	0.0	$451k		4.7k	96.70	View chart
Dick's Sporting Goods (DKS)	0.0	$450k		2.0k	224.86	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$448k	-9%	4.4k	101.78	View chart
Southern Company (SO)	0.0	$448k	-5%	6.2k	71.74	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$441k	-6%	6.7k	65.87	View chart
Amgen (AMGN)	0.0	$430k		1.5k	284.32	View chart
DTE Energy Company (DTE)	0.0	$429k		3.8k	112.14	View chart
Corteva (CTVA)	0.0	$428k		7.4k	57.67	View chart
Colgate-Palmolive Company (CL)	0.0	$423k		4.7k	90.05	View chart
Cisco Systems (CSCO)	0.0	$406k	-12%	8.1k	49.91	View chart
Paychex (PAYX)	0.0	$404k		3.3k	122.80	View chart
Pfizer (PFE)	0.0	$401k	-2%	14k	27.75	View chart
Raytheon Technologies Corp (RTX)	0.0	$392k		4.0k	97.53	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$390k	-28%	4.7k	82.97	View chart
Dow (DOW)	0.0	$389k		6.7k	57.93	View chart
Kraft Heinz (KHC)	0.0	$389k		11k	36.90	View chart
American Electric Power Company (AEP)	0.0	$385k		4.5k	86.10	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$380k		5.9k	64.15	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$379k		2.7k	140.51	View chart
At&t (T)	0.0	$378k		22k	17.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$367k		9.8k	37.47	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$367k	+200%	1.6k	225.92	View chart
Vanguard World Financials Etf (VFH)	0.0	$366k	+13%	3.6k	102.39	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$359k	-14%	8.7k	41.07	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$356k	+8%	8.8k	40.27	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$352k	-5%	8.4k	41.84	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$351k		5.2k	67.75	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$350k	+2%	8.2k	42.78	View chart
Travelers Companies (TRV)	0.0	$349k		1.5k	230.15	View chart
Netflix (NFLX)	0.0	$344k		567.00	607.33	View chart
Norfolk Southern (NSC)	0.0	$342k		1.3k	254.94	View chart
BlackRock (BLK)	0.0	$338k		405.00	833.90	View chart
Zoetis Cl A (ZTS)	0.0	$337k		2.0k	169.22	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$335k	-9%	3.8k	87.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$332k	+44%	7.9k	41.98	View chart
Hershey Company (HSY)	0.0	$321k	-3%	1.7k	194.50	View chart
Ishares Tr Esg Advncd Hy Bd (HYXF)	0.0	$316k	-22%	6.9k	45.69	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$309k		3.0k	101.57	View chart
Sherwin-Williams Company (SHW)	0.0	$308k	-34%	888.00	347.33	View chart
Cincinnati Financial Corporation (CINF)	0.0	$306k	-10%	2.5k	124.16	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$303k		12k	25.25	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$303k	-4%	1.5k	205.72	View chart
Intuitive Surgical Com New (ISRG)	0.0	$292k		732.00	399.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$291k	-21%	3.4k	86.48	View chart
Nxp Semiconductors N V (NXPI)	0.0	$290k		1.2k	247.77	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$288k	+7%	4.9k	58.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$285k	+5%	6.3k	45.27	View chart
Kimberly-Clark Corporation (KMB)	0.0	$284k		2.2k	129.34	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$283k		2.2k	125.96	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$282k	-14%	5.7k	49.19	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$282k		3.1k	89.41	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$279k	+2%	9.9k	28.18	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.0	$276k	+8%	12k	23.59	View chart
Roper Industries (ROP)	0.0	$270k		481.00	560.84	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$266k		4.4k	61.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$264k	-12%	2.3k	115.32	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$262k	-2%	270.00	971.41	View chart
NiSource (NI)	0.0	$256k		9.3k	27.66	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$245k		5.7k	43.04	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$243k		17k	13.98	View chart
Alliant Energy Corporation (LNT)	0.0	$238k		4.7k	50.40	View chart
Cme (CME)	0.0	$236k	-8%	1.1k	215.20	View chart
CVS Caremark Corporation (CVS)	0.0	$236k		3.0k	79.76	View chart
Stanley Black & Decker (SWK)	0.0	$230k		2.3k	97.93	View chart
Gilead Sciences (GILD)	0.0	$229k		3.1k	73.25	View chart
Super Micro Computer (SMCI)	0.0	$227k	NEW	225.00	1010.03	View chart
Philip Morris International (PM)	0.0	$225k	+4%	2.5k	91.61	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$225k		3.0k	74.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$225k		6.1k	37.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$224k		4.7k	47.46	View chart
Ida (IDA)	0.0	$223k		2.4k	92.89	View chart
Verizon Communications (VZ)	0.0	$221k	-6%	5.3k	41.96	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.0	$219k	NEW	5.8k	37.49	View chart
Blackrock Etf Trust Ii High Yld Muni In (HYMU)	0.0	$216k	NEW	9.6k	22.45	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.0	$210k	NEW	7.2k	29.01	View chart
First Commonwealth Financial (FCF)	0.0	$207k		15k	13.92	View chart
Stryker Corporation (SYK)	0.0	$206k	NEW	575.00	357.87	View chart
Anthem (ELV)	0.0	$204k	NEW	393.00	518.54	View chart
Bank of New York Mellon Corporation (BK)	0.0	$203k	NEW	3.5k	57.62	View chart
Wells Fargo & Company (WFC)	0.0	$203k	NEW	3.5k	57.96	View chart
Consolidated Edison (ED)	0.0	$202k	NEW	2.2k	90.81	View chart
Broadstone Net Lease (BNL)	0.0	$187k		12k	15.67	View chart
Sirius Xm Holdings (SIRI)	0.0	$131k	-2%	34k	3.88	View chart
Inspiremd (NSPR)	0.0	$24k		10k	2.37	View chart

Past Filings by McKinley Carter Wealth Services

SEC 13F filings are viewable for McKinley Carter Wealth Services going back to 2010

McKinley Carter Wealth Services 2024 Q1 filed April 26, 2024
McKinley Carter Wealth Services 2023 Q4 filed Feb. 7, 2024
McKinley Carter Wealth Services 2023 Q3 filed Oct. 13, 2023
McKinley Carter Wealth Services 2023 Q2 filed Aug. 3, 2023
McKinley Carter Wealth Services 2023 Q1 filed April 25, 2023
McKinley Carter Wealth Services 2022 Q4 filed Feb. 8, 2023
McKinley Carter Wealth Services 2022 Q3 filed Oct. 24, 2022
McKinley Carter Wealth Services 2022 Q2 filed July 15, 2022
McKinley Carter Wealth Services 2022 Q1 filed April 27, 2022
McKinley Carter Wealth Services 2021 Q4 filed Feb. 7, 2022
McKinley Carter Wealth Services 2021 Q3 filed Nov. 3, 2021
McKinley Carter Wealth Services 2021 Q2 filed Aug. 12, 2021
McKinley Carter Wealth Services 2021 Q1 filed April 30, 2021
McKinley Carter Wealth Services 2020 Q4 restated filed Feb. 16, 2021
McKinley Carter Wealth Services 2020 Q4 filed Feb. 12, 2021
McKinley Carter Wealth Services 2020 Q3 filed Oct. 14, 2020

View all past filings

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