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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 VXUS, IVV, IWB, FBND, IEFA, and represent 27.70% of McKinley Carter Wealth Services's stock portfolio.
Added to shares of these 10 stocks: VXUS (+$112M), ILCG (+$37M), VT (+$31M), IAGG (+$22M), FBND (+$16M), GOVT (+$14M), USIG (+$5.7M), IJH, EAGG, IGRO.
Started 16 new stock positions in DFEB, BTC, MEAR, VGSH, EAGG, BABA, INMU, SCHG, VXUS, KLAC. ILCG, IGRO, ES, IAGG, ED, Blackrock Etf Trust Ii.
Reduced shares in these 10 stocks: VEA (-$46M), EFG (-$27M), EMXC (-$24M), IVE (-$23M), IWL (-$21M), VTEB (-$16M), MUB (-$16M), FNDF (-$13M), BINC (-$11M), IVV (-$8.7M).
Sold out of its positions in SHYM, EMBD, AOR, SUSC, SUSB, KHC, SPTI, SPSM, TT.
McKinley Carter Wealth Services was a net buyer of stock by $9.9M.
McKinley Carter Wealth Services has $1.6B in assets under management (AUM), dropping by -0.41%.
Central Index Key (CIK): 0001484265

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Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 297 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.9	$112M	NEW	1.8M	62.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.8	$94M	-8%	168k	561.90	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.7	$93M	-2%	304k	306.74	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.3	$87M	+22%	1.9M	45.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$65M	-4%	857k	75.65	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.8	$62M		628k	98.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.2	$52M	-47%	1.0M	50.83	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.7	$44M	+45%	1.9M	22.98	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.3	$37M	NEW	459k	80.99	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.0	$33M	+1652%	286k	116.28	View chart
Apple (AAPL)	2.0	$33M		147k	222.13	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.8	$30M	-41%	215k	137.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$29M	-43%	154k	190.58	View chart
Select Sector Spdr Tr Financial (XLF)	1.6	$26M	+7%	518k	49.81	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$25M	-49%	446k	55.09	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$23M	+8%	432k	53.97	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.4	$22M	-36%	612k	36.14	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$22M	NEW	432k	49.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$21M	+30%	362k	58.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$19M		54k	361.09	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$18M		125k	146.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$17M		160k	104.57	View chart
Microsoft Corporation (MSFT)	1.0	$17M		44k	375.39	View chart
Select Sector Spdr Tr Technology (XLK)	1.0	$16M	-8%	79k	206.48	View chart
Costco Wholesale Corporation (COST)	1.0	$16M	-2%	17k	945.77	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.0	$16M	+56%	309k	51.08	View chart
Broadcom (AVGO)	0.9	$15M	-7%	90k	167.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.8	$13M	-10%	178k	73.45	View chart
O'reilly Automotive (ORLY)	0.8	$13M	-2%	8.7k	1432.50	View chart
Fiserv (FI)	0.7	$12M	-5%	55k	220.83	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$12M		78k	154.64	View chart
Mastercard Incorporated Cl A (MA)	0.7	$11M		20k	548.11	View chart
Intuit (INTU)	0.7	$11M		18k	613.98	View chart
Arthur J. Gallagher & Co. (AJG)	0.7	$11M		31k	345.24	View chart
Home Depot (HD)	0.6	$11M		29k	366.49	View chart
UnitedHealth (UNH)	0.6	$10M	+2%	20k	523.76	View chart
TJX Companies (TJX)	0.6	$10M		84k	121.80	View chart
W.W. Grainger (GWW)	0.6	$10M		10k	987.87	View chart
Waste Management (WM)	0.6	$10M		44k	231.51	View chart
McKesson Corporation (MCK)	0.6	$9.4M		14k	673.01	View chart
Amazon (AMZN)	0.6	$9.3M	+2%	49k	190.26	View chart
Netflix (NFLX)	0.6	$9.0M	+7%	9.6k	932.53	View chart
Meta Platforms Cl A (META)	0.5	$8.7M	+8%	15k	576.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$8.6M	+4%	167k	51.49	View chart
Linde SHS (LIN)	0.5	$8.6M	+3%	18k	465.64	View chart
NVIDIA Corporation (NVDA)	0.5	$8.2M	+5%	76k	108.38	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$7.7M	+5%	82k	93.45	View chart
Caci Intl Cl A (CACI)	0.5	$7.5M		21k	366.92	View chart
Jacobs Engineering Group (J)	0.4	$7.1M	+2%	59k	120.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$7.1M	-13%	358k	19.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$6.9M		19k	370.82	View chart
Vanguard World Energy Etf (VDE)	0.4	$6.6M		51k	129.71	View chart
Acuity Brands (AYI)	0.4	$6.4M	+7%	24k	263.35	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.4M		26k	245.30	View chart
Pepsi (PEP)	0.4	$6.1M		40k	149.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$5.9M	-8%	29k	199.49	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$5.8M		79k	73.69	View chart
Procter & Gamble Company (PG)	0.3	$5.7M		33k	170.42	View chart
Hubbell (HUBB)	0.3	$5.6M	-5%	17k	330.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.4M	-25%	67k	81.73	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.3	$5.2M	-11%	80k	65.76	View chart
Eli Lilly & Co. (LLY)	0.3	$5.1M		6.2k	825.91	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$5.1M		19k	270.83	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$5.0M	-10%	82k	60.66	View chart
Adobe Systems Incorporated (ADBE)	0.3	$4.9M		13k	383.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$4.8M	-84%	48k	100.00	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$4.8M	-41%	51k	93.78	View chart
Abbvie (ABBV)	0.3	$4.6M	+3%	22k	209.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$4.6M	-9%	37k	121.91	View chart
Novo-nordisk A S Adr (NVO)	0.3	$4.5M		65k	69.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.5M		9.5k	468.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.4M	+60%	8.5k	513.91	View chart
McDonald's Corporation (MCD)	0.2	$4.0M	+3%	13k	312.38	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.0M		5.00	798441.60	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.9M	-6%	33k	117.49	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.9M	-3%	21k	188.16	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$3.8M	-10%	12k	312.05	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$3.7M	-65%	73k	51.55	View chart
Automatic Data Processing (ADP)	0.2	$3.6M	+2%	12k	305.52	View chart
Chevron Corporation (CVX)	0.2	$3.5M	+3%	21k	167.29	View chart
Johnson & Johnson (JNJ)	0.2	$3.3M	+2%	20k	165.84	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$3.2M	-27%	110k	29.54	View chart
Lowe's Companies (LOW)	0.2	$3.1M	+5%	14k	233.22	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$3.1M	-10%	38k	81.69	View chart
Caterpillar (CAT)	0.2	$3.0M		9.1k	329.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.0M		6.7k	446.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$2.9M		61k	46.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.8M	-3%	15k	186.29	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$2.8M	-2%	11k	251.77	View chart
Bank of New York Mellon Corporation (BK)	0.2	$2.7M	+5%	33k	83.87	View chart
Visa Com Cl A (V)	0.2	$2.7M	-6%	7.8k	350.48	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$2.7M	-16%	68k	39.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.6M	-13%	48k	54.76	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$2.6M	NEW	55k	47.48	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$2.6M	-85%	25k	105.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.6M	-8%	15k	170.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$2.6M	-6%	26k	97.48	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$2.5M	NEW	35k	72.44	View chart
Nextera Energy (NEE)	0.1	$2.4M	+8%	34k	70.89	View chart
Starbucks Corporation (SBUX)	0.1	$2.4M	-12%	24k	98.09	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.3M	+3%	28k	85.07	View chart
Air Products & Chemicals (APD)	0.1	$2.3M	+2%	8.0k	294.94	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$2.3M	-77%	47k	48.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.3M		10k	221.76	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.2M	+2%	12k	179.69	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.2M		34k	65.17	View chart
Morgan Stanley Com New (MS)	0.1	$2.2M		18k	116.67	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.1M	-6%	59k	36.41	View chart
General Dynamics Corporation (GD)	0.1	$2.0M	+4%	7.5k	272.60	View chart
Merck & Co (MRK)	0.1	$2.0M	+13%	23k	89.76	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.1	$2.0M	NEW	83k	23.66	View chart
Progressive Corporation (PGR)	0.1	$2.0M		6.9k	283.00	View chart
Illinois Tool Works (ITW)	0.1	$1.9M	+4%	7.8k	248.00	View chart
City Holding Company (CHCO)	0.1	$1.9M		16k	117.47	View chart
Medtronic SHS (MDT)	0.1	$1.9M	+4%	21k	89.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.8M	+8%	30k	61.78	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.8M	-2%	41k	44.59	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.8M	-90%	36k	49.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.8M	-13%	3.2k	559.35	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.8M		3.5k	497.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.7M	+12%	6.8k	258.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.7M	-2%	10k	172.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.7M		14k	118.93	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.7M	+5%	25k	67.85	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.7M	-12%	32k	52.37	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.7M		3.2k	533.48	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.6M	-87%	31k	52.38	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.6M	+3%	44k	36.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.6M	-3%	5.7k	274.86	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.6M	-15%	19k	81.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.5M		37k	41.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$1.5M		35k	43.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M		8.7k	173.23	View chart
Tractor Supply Company (TSCO)	0.1	$1.5M	-13%	27k	55.10	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.5M		12k	124.50	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.5M	-9%	2.8k	532.58	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.5M	-21%	6.7k	218.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.4M	-5%	5.5k	255.53	View chart
T. Rowe Price (TROW)	0.1	$1.3M	+4%	15k	91.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.3M		27k	49.89	View chart
United Parcel Service CL B (UPS)	0.1	$1.3M	+6%	12k	109.99	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M	-7%	15k	87.79	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.3M	+267%	30k	42.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.3M	-3%	6.2k	202.15	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.3M	-46%	15k	82.94	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.3M	-3%	7.4k	170.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.2M	-3%	18k	66.34	View chart
Genuine Parts Company (GPC)	0.1	$1.2M	+16%	10k	119.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$1.1M	+6%	27k	42.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.1M	+6%	25k	44.55	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.1M	-8%	18k	64.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.1M		24k	46.18	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.1M	-75%	29k	36.81	View chart
United Bankshares (UBSI)	0.1	$1.1M	+30%	31k	34.67	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.1M	+15%	30k	34.95	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$1.0M	-8%	26k	39.36	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.0M	-3%	20k	51.18	View chart
Oracle Corporation (ORCL)	0.1	$966k	+8%	6.9k	139.81	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$957k	-11%	12k	82.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$945k		23k	41.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$941k		23k	40.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$936k		24k	38.35	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$936k	-8%	42k	22.08	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.1	$933k	+60%	19k	50.36	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$926k	+35%	24k	39.07	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$913k		32k	29.01	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$904k		5.8k	156.23	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$897k		5.2k	173.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$842k		1.6k	542.32	View chart
Truist Financial Corp equities (TFC)	0.0	$809k		20k	41.15	View chart
Abbott Laboratories (ABT)	0.0	$792k	+17%	6.0k	132.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$791k		8.5k	92.83	View chart
Cintas Corporation (CTAS)	0.0	$786k		3.8k	205.55	View chart
Coca-Cola Company (KO)	0.0	$727k		10k	71.62	View chart
Global Payments (GPN)	0.0	$722k	+85%	7.4k	97.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.0	$718k	-6%	23k	31.74	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$712k	-57%	6.7k	105.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$706k		19k	37.68	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.0	$698k	-28%	6.2k	113.12	View chart
Packaging Corporation of America (PKG)	0.0	$688k		3.5k	198.02	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$680k		6.9k	98.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$677k	-3%	4.8k	139.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$672k		17k	39.68	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$668k	NEW	13k	50.24	View chart
Tesla Motors (TSLA)	0.0	$656k	-25%	2.5k	259.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$653k		14k	45.49	View chart
Extra Space Storage (EXR)	0.0	$642k		4.3k	148.49	View chart
Duke Energy Corp Com New (DUK)	0.0	$635k	+9%	5.2k	121.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$624k		2.2k	288.14	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$620k		14k	43.70	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$616k	-4%	4.1k	150.98	View chart
Danaher Corporation (DHR)	0.0	$616k	+2%	3.0k	205.02	View chart
Blackrock Etf Trust Ii Ishares High Yie	0.0	$615k	NEW	12k	49.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$610k	-9%	14k	45.26	View chart
At&t (T)	0.0	$572k		20k	28.28	View chart
Raytheon Technologies Corp (RTX)	0.0	$565k	+4%	4.3k	132.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$558k	NEW	22k	25.04	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$557k		2.5k	222.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$545k		11k	47.63	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$545k	-14%	19k	28.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$540k		22k	24.95	View chart
Walt Disney Company (DIS)	0.0	$531k		5.4k	98.71	View chart
DTE Energy Company (DTE)	0.0	$529k		3.8k	138.27	View chart
Ecolab (ECL)	0.0	$525k		2.1k	253.52	View chart
Mvb Financial (MVBF)	0.0	$518k	+15%	30k	17.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$497k		2.6k	193.99	View chart
American Electric Power Company (AEP)	0.0	$485k		4.4k	109.27	View chart
Paychex (PAYX)	0.0	$481k	+5%	3.1k	154.28	View chart
Prologis (PLD)	0.0	$479k	-19%	4.3k	111.80	View chart
Corteva (CTVA)	0.0	$476k	+3%	7.6k	62.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$469k	+52%	9.6k	48.79	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$466k	NEW	7.9k	58.69	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$463k	-2%	4.3k	106.65	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$456k		5.7k	80.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$454k	-56%	15k	29.94	View chart
Cisco Systems (CSCO)	0.0	$452k	+14%	7.3k	61.71	View chart
Southern Company (SO)	0.0	$443k	-12%	4.8k	91.95	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$442k	-9%	2.1k	210.94	View chart
Colgate-Palmolive Company (CL)	0.0	$434k		4.6k	93.70	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$434k		2.7k	160.69	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$434k	-2%	3.7k	116.54	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$433k	+87%	8.9k	48.82	View chart
Amgen (AMGN)	0.0	$421k	-11%	1.4k	311.56	View chart
Hca Holdings (HCA)	0.0	$413k	-28%	1.2k	345.41	View chart
Ishares Tr Exponential Tech (XT)	0.0	$408k		7.1k	57.56	View chart
CSX Corporation (CSX)	0.0	$404k	-38%	14k	29.43	View chart
Dick's Sporting Goods (DKS)	0.0	$403k		2.0k	201.56	View chart
Travelers Companies (TRV)	0.0	$401k		1.5k	264.47	View chart
Blackrock (BLK)	0.0	$400k	+6%	423.00	946.18	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$399k		5.9k	68.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$398k		3.2k	125.96	View chart
Edwards Lifesciences (EW)	0.0	$398k		5.5k	72.48	View chart
Sherwin-Williams Company (SHW)	0.0	$394k	+76%	1.1k	349.19	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$387k	-23%	15k	26.71	View chart
Intuitive Surgical Com New (ISRG)	0.0	$386k	+6%	780.00	495.27	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$385k	+6%	5.2k	73.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$384k		9.8k	39.14	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$377k	+5%	9.8k	38.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$376k		4.0k	93.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$376k	-20%	10k	36.29	View chart
NiSource (NI)	0.0	$371k		9.3k	40.09	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$368k		3.6k	102.18	View chart
Cincinnati Financial Corporation (CINF)	0.0	$365k		2.5k	147.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$351k		7.9k	44.35	View chart
Gilead Sciences (GILD)	0.0	$350k		3.1k	112.05	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$345k	-31%	4.4k	78.94	View chart
Zoetis Cl A (ZTS)	0.0	$342k		2.1k	164.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$339k	NEW	8.0k	42.15	View chart
Wells Fargo & Company (WFC)	0.0	$335k	+24%	4.7k	71.79	View chart
Philip Morris International (PM)	0.0	$335k	+6%	2.1k	158.73	View chart
Vanguard World Financials Etf (VFH)	0.0	$324k		2.7k	119.47	View chart
Nike CL B (NKE)	0.0	$315k		5.0k	63.48	View chart
Kimberly-Clark Corporation (KMB)	0.0	$308k		2.2k	142.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$304k	+4%	1.6k	188.12	View chart
Cme (CME)	0.0	$299k	+2%	1.1k	265.29	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$299k		4.2k	71.43	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$296k	-13%	11k	27.57	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$295k		2.7k	109.80	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$292k		2.2k	131.06	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$285k	+9%	3.0k	96.29	View chart
Norfolk Southern (NSC)	0.0	$285k		1.2k	236.83	View chart
Roper Industries (ROP)	0.0	$284k	-3%	481.00	589.58	View chart
Ida (IDA)	0.0	$279k		2.4k	116.22	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.0	$271k	NEW	7.4k	36.49	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$270k	+25%	2.3k	116.40	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$268k		6.1k	43.88	View chart
Verizon Communications (VZ)	0.0	$261k	-9%	5.7k	45.36	View chart
Alliant Energy Corporation (LNT)	0.0	$259k		4.0k	64.35	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$251k	-3%	4.2k	59.60	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$246k	-3%	1.8k	134.29	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$245k		4.7k	51.94	View chart
American Water Works (AWK)	0.0	$241k	-3%	1.6k	147.51	View chart
International Business Machines (IBM)	0.0	$240k	+2%	966.00	248.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$236k		6.1k	38.80	View chart
Ishares Tr International Sl (ISCF)	0.0	$236k	-42%	7.0k	33.68	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$235k	NEW	1.8k	132.25	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$234k	-16%	6.0k	38.81	View chart
Target Corporation (TGT)	0.0	$231k	+3%	2.2k	104.36	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.0	$230k		5.7k	40.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$229k		1.9k	122.03	View chart
Hershey Company (HSY)	0.0	$228k		1.3k	171.03	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$228k		3.0k	75.74	View chart
Pfizer (PFE)	0.0	$226k	-9%	8.9k	25.34	View chart
Nxp Semiconductors N V (NXPI)	0.0	$222k		1.2k	190.06	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.0	$221k		7.2k	30.51	View chart
Consolidated Edison (ED)	0.0	$218k	NEW	2.0k	110.59	View chart
Clorox Company (CLX)	0.0	$218k	-3%	1.5k	147.23	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$216k	-8%	3.6k	59.40	View chart
Stryker Corporation (SYK)	0.0	$214k		575.00	372.25	View chart
Kla Corp Com New (KLAC)	0.0	$211k	NEW	310.00	679.80	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$210k	-2%	2.7k	78.40	View chart
Broadstone Net Lease (BNL)	0.0	$208k	+2%	12k	17.04	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$206k		2.5k	82.54	View chart
Eversource Energy (ES)	0.0	$206k	NEW	3.3k	62.11	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$202k		785.00	256.96	View chart
First Commonwealth Financial (FCF)	0.0	$194k		13k	15.54	View chart
Inspiremd (NSPR)	0.0	$27k		10k	2.69	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 2025 Q1 filed April 15, 2025
McKinley Carter Wealth Services 2024 Q4 filed Jan. 23, 2025
McKinley Carter Wealth Services 2024 Q3 filed Oct. 16, 2024
McKinley Carter Wealth Services 2024 Q2 filed Aug. 9, 2024
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

View all past filings

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