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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 27.32% of McKinley Carter Wealth Services's stock portfolio.
Added to shares of these 10 stocks: PWR (+$7.7M), ISCG (+$6.8M), FBND (+$5.3M), APH, VOO, INMU, GOVT, USIG, XLV, ECL.
Started 15 new stock positions in IBIT, PWR, RL, SUSA, PDBC, PFE, IPKW, VTC, APH, DRI. SGOV, ISCG, EMR, INTC, IAUM.
Reduced shares in these 10 stocks: IWL (-$12M), GWW (-$6.1M), UNH (-$5.9M), AVGO, ILCG, VEA, FI, IVE, AAPL, XLK.
Sold out of its positions in APD, HSY, TGT, VTEB.
McKinley Carter Wealth Services was a net buyer of stock by $2.1M.
McKinley Carter Wealth Services has $1.9B in assets under management (AUM), dropping by 5.86%.
Central Index Key (CIK): 0001484265

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Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 313 positions in its portfolio as reported in the September 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)	6.6	$126M		1.7M	73.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.9	$112M		167k	669.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.8	$111M		303k	365.48	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.1	$98M	+5%	2.1M	46.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.9	$74M		852k	87.31	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$65M		648k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$59M	-2%	978k	59.92	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.4	$46M	-3%	444k	104.30	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.4	$46M	+2%	2.0M	23.12	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.3	$44M		322k	137.80	View chart
Apple (AAPL)	1.9	$37M	-2%	145k	254.63	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$30M	-3%	143k	206.51	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$29M		433k	65.92	View chart
Broadcom (AVGO)	1.5	$28M	-5%	85k	329.91	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$27M	-2%	96k	281.86	View chart
Ishares Msci Emrg Chn (EMXC)	1.4	$26M		384k	67.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$25M		53k	468.41	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.3	$25M	-2%	572k	42.96	View chart
Microsoft Corporation (MSFT)	1.3	$24M		46k	517.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.3	$24M	+2%	366k	65.26	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.2	$24M	+3%	465k	51.23	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.2	$23M	-34%	136k	166.10	View chart
Select Sector Spdr Tr Financial (XLF)	1.2	$22M		414k	53.87	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$21M	+4%	152k	139.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$19M		79k	243.10	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$18M		222k	82.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$18M		153k	118.83	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.9	$18M	+5%	336k	52.22	View chart
Costco Wholesale Corporation (COST)	0.8	$16M		17k	925.65	View chart
NVIDIA Corporation (NVDA)	0.8	$15M		79k	186.58	View chart
O'reilly Automotive (ORLY)	0.7	$14M	-2%	126k	107.81	View chart
Intuit (INTU)	0.7	$13M		19k	682.91	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$13M		170k	74.37	View chart
TJX Companies (TJX)	0.6	$12M		86k	144.54	View chart
Mastercard Incorporated Cl A (MA)	0.6	$12M		21k	568.80	View chart
Home Depot (HD)	0.6	$12M		29k	405.18	View chart
Meta Platforms Cl A (META)	0.6	$12M	+2%	16k	734.40	View chart
Netflix (NFLX)	0.6	$11M	-3%	9.5k	1198.88	View chart
Amazon (AMZN)	0.6	$11M		50k	219.57	View chart
McKesson Corporation (MCK)	0.6	$11M		14k	772.54	View chart
Ishares Tr S&p 100 Etf (OEF)	0.6	$11M		32k	332.84	View chart
Caci Intl Cl A (CACI)	0.5	$11M		21k	498.78	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$10M		114k	89.34	View chart
Arthur J. Gallagher & Co. (AJG)	0.5	$10M		32k	309.74	View chart
Waste Management (WM)	0.5	$10M		45k	220.83	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$10M		172k	58.21	View chart
Jacobs Engineering Group (J)	0.5	$9.5M		64k	149.86	View chart
Linde SHS (LIN)	0.5	$9.4M		20k	475.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$9.1M	+35%	15k	612.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$8.9M		19k	479.61	View chart
Acuity Brands (AYI)	0.5	$8.8M	-2%	26k	344.39	View chart
Hubbell (HUBB)	0.4	$8.6M		20k	430.31	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.5M		27k	315.43	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.4	$8.4M		230k	36.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$8.0M		344k	23.28	View chart
Quanta Services (PWR)	0.4	$7.7M	NEW	19k	414.42	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$6.9M		29k	241.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$6.9M		74k	93.37	View chart
Vanguard World Energy Etf (VDE)	0.4	$6.9M	+6%	55k	125.86	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$6.8M	NEW	126k	54.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$6.5M		11k	600.36	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$6.5M		77k	84.68	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$6.4M		90k	71.37	View chart
Fiserv (FI)	0.3	$6.1M	-15%	47k	128.93	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$6.0M	-2%	76k	78.34	View chart
Pepsi (PEP)	0.3	$5.9M		42k	140.44	View chart
Procter & Gamble Company (PG)	0.3	$5.9M	+13%	38k	153.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.6M		22k	254.27	View chart
Abbvie (ABBV)	0.3	$5.6M		24k	231.54	View chart
Intercontinental Exchange (ICE)	0.3	$5.3M	+15%	32k	168.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$5.2M		36k	145.60	View chart
Adobe Systems Incorporated (ADBE)	0.3	$5.2M		15k	352.74	View chart
Amphenol Corp Cl A (APH)	0.3	$5.0M	NEW	40k	123.75	View chart
Caterpillar (CAT)	0.3	$4.8M	-2%	10k	477.14	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$4.7M	-2%	50k	95.15	View chart
Eli Lilly & Co. (LLY)	0.2	$4.7M		6.1k	763.02	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.5M		6.00	754200.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$4.3M	-6%	38k	113.88	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$4.3M		82k	52.28	View chart
W.W. Grainger (GWW)	0.2	$4.3M	-58%	4.5k	952.99	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$4.3M	-6%	30k	142.41	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$4.2M		30k	138.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.0M		20k	203.59	View chart
Bank of New York Mellon Corporation (BK)	0.2	$3.9M	-2%	36k	108.96	View chart
McDonald's Corporation (MCD)	0.2	$3.9M		13k	303.88	View chart
Chevron Corporation (CVX)	0.2	$3.8M	+2%	25k	155.29	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.7M		7.4k	499.23	View chart
Lowe's Companies (LOW)	0.2	$3.6M	+3%	14k	251.31	View chart
Johnson & Johnson (JNJ)	0.2	$3.5M		19k	185.42	View chart
Automatic Data Processing (ADP)	0.2	$3.3M		11k	293.51	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.3M	-2%	71k	46.81	View chart
Morgan Stanley Com New (MS)	0.2	$3.3M		21k	158.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$3.3M	-3%	34k	96.55	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.3M		11k	297.62	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$3.3M		35k	92.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$3.2M		61k	52.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.2M	-4%	29k	110.59	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.2	$3.2M	+72%	132k	23.93	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$3.1M	+5%	38k	79.67	View chart
Abbott Laboratories (ABT)	0.2	$3.0M	+3%	22k	133.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$2.9M		64k	46.12	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.2	$2.9M		32k	89.77	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$2.9M	-7%	14k	208.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.8M		15k	194.50	View chart
Nextera Energy (NEE)	0.1	$2.8M	+10%	38k	75.49	View chart
General Dynamics Corporation (GD)	0.1	$2.8M	+9%	8.2k	340.99	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.7M	-6%	11k	246.60	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.7M	+2%	56k	48.03	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.6M	-3%	14k	183.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.5M		80k	31.91	View chart
Visa Com Cl A (V)	0.1	$2.5M		7.4k	341.37	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.4M		57k	42.79	View chart
Eversource Energy (ES)	0.1	$2.4M	+2%	33k	71.14	View chart
Illinois Tool Works (ITW)	0.1	$2.3M	+9%	8.7k	260.75	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.1	$2.2M	+3%	43k	50.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.2M		3.3k	666.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.1M	-2%	37k	57.47	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.1M		33k	62.47	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.0M		30k	68.08	View chart
Starbucks Corporation (SBUX)	0.1	$2.0M		24k	84.60	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	+3%	7.1k	281.26	View chart
Metropcs Communications (TMUS)	0.1	$2.0M	+5%	8.3k	239.38	View chart
Merck & Co (MRK)	0.1	$2.0M	+7%	23k	83.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M		6.6k	293.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.9M		10k	186.49	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.9M		3.1k	596.03	View chart
Wells Fargo & Company (WFC)	0.1	$1.8M		22k	83.82	View chart
PNC Financial Services (PNC)	0.1	$1.8M	+2%	8.9k	200.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$1.7M		35k	49.24	View chart
City Holding Company (CHCO)	0.1	$1.7M		14k	123.87	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.7M	-7%	37k	46.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M		5.1k	328.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.7M		35k	47.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M	-2%	5.1k	320.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M		8.3k	189.70	View chart
Progressive Corporation (PGR)	0.1	$1.6M		6.3k	246.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.5M		28k	55.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.5M	-4%	5.9k	256.45	View chart
Wal-Mart Stores (WMT)	0.1	$1.5M		15k	103.06	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.5M	-5%	28k	53.03	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.5M	-4%	13k	112.75	View chart
Ecolab (ECL)	0.1	$1.5M	+162%	5.4k	273.86	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.4M		45k	31.42	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.4M		6.6k	213.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.4M	+7%	5.8k	243.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.4M		2.8k	502.74	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.4M	-8%	2.9k	485.04	View chart
Tractor Supply Company (TSCO)	0.1	$1.4M		24k	56.87	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.4M		15k	89.57	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.3M		29k	45.99	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.3M	-9%	17k	78.37	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.3M	-15%	9.3k	141.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.3M		25k	50.54	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$1.3M	-13%	26k	48.84	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.3M		29k	43.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.2M		24k	52.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$1.2M		27k	46.39	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$1.2M		14k	87.88	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.2M		5.2k	229.61	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.2M	-11%	6.5k	179.30	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.2M	-9%	22k	53.24	View chart
United Bankshares (UBSI)	0.1	$1.2M		31k	37.21	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$1.1M		20k	57.19	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	-2%	1.5k	746.58	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$1.1M	+35%	23k	50.51	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.1M		31k	35.79	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.1M		17k	64.37	View chart
Tesla Motors (TSLA)	0.1	$1.1M	+6%	2.4k	444.72	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$1.1M	+59%	22k	49.19	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.1M	+13%	7.0k	151.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.1M		23k	46.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$1.1M		24k	43.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$1.1M	+5%	24k	43.50	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$1.0M		27k	37.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.0M		8.4k	120.72	View chart
Ishares Tr Esg Select Scre (XJH)	0.1	$993k		23k	43.85	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$971k		19k	50.63	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$911k	-18%	35k	26.34	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$846k		5.0k	170.85	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$800k	+4%	2.3k	355.47	View chart
Ralph Lauren Corp Cl A (RL)	0.0	$791k	NEW	2.5k	313.56	View chart
Cintas Corporation (CTAS)	0.0	$781k		3.8k	205.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$781k	+4%	15k	51.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$764k		19k	40.77	View chart
Packaging Corporation of America (PKG)	0.0	$759k		3.5k	217.93	View chart
Mvb Financial (MVBF)	0.0	$749k		30k	25.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$749k		17k	44.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.0	$746k	+211%	34k	21.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$735k	+2%	14k	54.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.0	$716k		22k	32.75	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$712k		6.5k	110.38	View chart
American Electric Power Company (AEP)	0.0	$703k		6.2k	112.50	View chart
Coca-Cola Company (KO)	0.0	$702k	+5%	11k	66.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$702k		2.5k	279.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$698k	+11%	13k	54.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$677k		13k	53.40	View chart
Spdr Series Trust Aerospace Def (XAR)	0.0	$634k		2.7k	234.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$618k		7.8k	79.61	View chart
Extra Space Storage (EXR)	0.0	$611k		4.3k	140.94	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$610k	-49%	5.7k	106.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$605k		3.4k	176.81	View chart
Duke Energy Corp Com New (DUK)	0.0	$602k	+2%	4.9k	123.74	View chart
Global Payments (GPN)	0.0	$599k		7.2k	83.08	View chart
Danaher Corporation (DHR)	0.0	$596k		3.0k	198.28	View chart
UnitedHealth (UNH)	0.0	$595k	-90%	1.7k	345.34	View chart
Walt Disney Company (DIS)	0.0	$591k		5.2k	114.51	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.0	$588k		5.6k	104.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$582k	+9%	11k	55.15	View chart
Raytheon Technologies Corp (RTX)	0.0	$578k	-14%	3.5k	167.33	View chart
Truist Financial Corp equities (TFC)	0.0	$573k		13k	45.70	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$568k		3.7k	155.46	View chart
At&t (T)	0.0	$565k		20k	28.24	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$554k		2.0k	273.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$552k		2.6k	215.79	View chart
Corteva (CTVA)	0.0	$544k	+6%	8.0k	67.63	View chart
CSX Corporation (CSX)	0.0	$544k	+8%	15k	35.51	View chart
DTE Energy Company (DTE)	0.0	$542k		3.8k	141.43	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$536k		4.3k	125.05	View chart
Cisco Systems (CSCO)	0.0	$530k	+5%	7.7k	68.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$518k	+2%	8.8k	58.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$517k	-13%	19k	27.64	View chart
Ishares Tr Future Exponenti (XT)	0.0	$512k		7.1k	71.94	View chart
Hca Holdings (HCA)	0.0	$511k		1.2k	426.33	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$511k		15k	33.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$503k	-2%	15k	33.37	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$484k	-11%	16k	29.73	View chart
Blackrock (BLK)	0.0	$482k		414.00	1164.74	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$478k	+5%	9.7k	49.46	View chart
Dick's Sporting Goods (DKS)	0.0	$446k		2.0k	222.22	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$440k	-2%	9.8k	45.08	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$438k	-2%	6.0k	73.29	View chart
Southern Company (SO)	0.0	$433k	-9%	4.6k	94.77	View chart
Prologis (PLD)	0.0	$431k	-9%	3.8k	114.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$429k		9.8k	43.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$425k	-3%	13k	33.65	View chart
Cincinnati Financial Corporation (CINF)	0.0	$421k		2.7k	158.08	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$419k		2.7k	154.25	View chart
Edwards Lifesciences (EW)	0.0	$417k		5.4k	77.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$414k	-2%	3.0k	139.66	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$402k	-36%	3.8k	106.79	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$402k	-6%	1.5k	271.07	View chart
NiSource (NI)	0.0	$401k		9.3k	43.30	View chart
Paychex (PAYX)	0.0	$399k		3.1k	126.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$397k		7.9k	50.15	View chart
Sherwin-Williams Company (SHW)	0.0	$390k		1.1k	346.26	View chart
Travelers Companies (TRV)	0.0	$389k	-8%	1.4k	279.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$382k		4.0k	95.15	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$377k		4.9k	76.72	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$375k		9.5k	39.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$375k		8.0k	46.54	View chart
Colgate-Palmolive Company (CL)	0.0	$374k		4.7k	79.94	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.0	$367k		4.6k	80.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$361k		3.5k	103.07	View chart
Vanguard World Financials Etf (VFH)	0.0	$355k		2.7k	131.25	View chart
Roblox Corp Cl A (RBLX)	0.0	$352k	+2%	2.5k	138.52	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$351k	-3%	14k	25.10	View chart
Intuitive Surgical Com New (ISRG)	0.0	$350k		783.00	447.23	View chart
Amgen (AMGN)	0.0	$346k	-3%	1.2k	282.21	View chart
Gilead Sciences (GILD)	0.0	$344k		3.1k	111.00	View chart
Nike CL B (NKE)	0.0	$343k		4.9k	69.73	View chart
Kla Corp Com New (KLAC)	0.0	$339k		314.00	1078.60	View chart
Norfolk Southern (NSC)	0.0	$337k		1.1k	300.54	View chart
Philip Morris International (PM)	0.0	$333k		2.1k	162.20	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$327k	+2%	1.8k	178.74	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$326k		2.7k	120.01	View chart
Ida (IDA)	0.0	$317k		2.4k	132.15	View chart
Palantir Technologies Cl A (PLTR)	0.0	$315k		1.7k	182.42	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$311k		3.0k	103.21	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$307k		2.7k	114.28	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.0	$292k		5.9k	49.92	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$289k		6.1k	47.58	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$284k	NEW	2.8k	100.71	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$277k		4.2k	65.91	View chart
International Business Machines (IBM)	0.0	$277k	+8%	981.00	282.13	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$275k		4.5k	61.18	View chart
Alliant Energy Corporation (LNT)	0.0	$271k		4.0k	67.41	View chart
Cme (CME)	0.0	$269k		997.00	270.19	View chart
Kimberly-Clark Corporation (KMB)	0.0	$269k		2.2k	124.33	View chart
Nxp Semiconductors N V (NXPI)	0.0	$266k		1.2k	227.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$266k	-2%	1.8k	145.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$265k		6.1k	43.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$261k		1.8k	142.10	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$259k		267.00	969.04	View chart
Pfizer (PFE)	0.0	$254k	NEW	10k	25.48	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$254k		2.8k	89.37	View chart
Verizon Communications (VZ)	0.0	$253k	-3%	5.8k	43.95	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$252k		1.7k	150.87	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$245k	-7%	5.6k	43.78	View chart
Zoetis Cl A (ZTS)	0.0	$244k	-14%	1.7k	146.32	View chart
Emerson Electric (EMR)	0.0	$241k	NEW	1.8k	131.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$240k		780.00	307.77	View chart
Roper Industries (ROP)	0.0	$240k		481.00	498.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$237k	-16%	3.0k	79.94	View chart
Trane Technologies SHS (TT)	0.0	$235k		557.00	421.96	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.0	$234k		7.2k	32.35	View chart
American Water Works (AWK)	0.0	$231k		1.7k	139.18	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$226k		1.9k	121.06	View chart
Dt Midstream Common Stock (DTM)	0.0	$226k		2.0k	113.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$222k		5.3k	41.67	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$219k		3.6k	60.02	View chart
Broadstone Net Lease (BNL)	0.0	$218k		12k	17.87	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$216k		4.7k	46.32	View chart
Stryker Corporation (SYK)	0.0	$216k		584.00	369.67	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$213k	NEW	1.6k	135.66	View chart
First Commonwealth Financial (FCF)	0.0	$213k		13k	17.05	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$212k	NEW	5.5k	38.50	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$209k	NEW	2.7k	78.38	View chart
Intel Corporation (INTC)	0.0	$207k	NEW	6.2k	33.55	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$204k	NEW	3.9k	52.69	View chart
Darden Restaurants (DRI)	0.0	$203k	NEW	1.1k	190.36	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$202k	NEW	3.1k	65.00	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$161k	NEW	12k	13.43	View chart
Inspiremd (NSPR)	0.0	$24k		10k	2.41	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 Q3 filed Nov. 4, 2025
McKinley Carter Wealth Services 2025 Q2 filed July 24, 2025
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

View all past filings

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