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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, IWB, VEA, IEFA, AGG, and represent 26.17% of McKinley Carter Wealth Services's stock portfolio.
Added to shares of these 10 stocks: FBND (+$46M), AVGO (+$16M), VEA (+$13M), FNDF (+$5.9M), XLE (+$5.4M), EFG, IJR, BK, VTEB, Amentum Holdings.
Started 11 new stock positions in SWK, Amentum Holdings, TT, Grayscale Bitcoin Mini Trust BTC, SYK, ED, ES, VONV, DVY, VV. EMBD.
Reduced shares in these 10 stocks: AGG (-$29M), IGSB (-$21M), ISCF (-$13M), EMXC (-$5.7M), XLP, IVE, JPMB, IWL, BND, .
Sold out of its positions in QQQE, HYXF, JPMB, SYY, USB, WFC.
McKinley Carter Wealth Services was a net buyer of stock by $16M.
McKinley Carter Wealth Services has $1.7B in assets under management (AUM), dropping by 5.46%.
Central Index Key (CIK): 0001484265

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Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 302 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.3	$104M		180k	576.82	View chart
Ishares Tr Rus 1000 Etf (IWB)	6.1	$101M		320k	314.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.0	$99M	+15%	1.9M	52.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.0	$66M	+2%	840k	78.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.9	$65M	-30%	640k	101.27	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.8	$63M	+256%	1.4M	46.74	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.4	$56M	-6%	285k	197.17	View chart
Ishares Tr Rus Top 200 Etf (IWL)	3.2	$53M	-4%	377k	140.44	View chart
Ishares Msci Emrg Chn (EMXC)	3.2	$53M	-9%	867k	61.11	View chart
Apple (AAPL)	2.1	$35M		148k	233.00	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	2.1	$35M	+20%	923k	37.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.1	$34M	+13%	316k	107.65	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.7	$29M	+2%	1.2M	23.45	View chart
Select Sector Spdr Tr Technology (XLK)	1.4	$23M	-3%	102k	225.76	View chart
Ishares Core Msci Emkt (IEMG)	1.3	$22M	+2%	381k	57.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$20M		55k	375.38	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$20M	+10%	388k	51.12	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.2	$19M	+5%	126k	154.02	View chart
Microsoft Corporation (MSFT)	1.1	$19M		44k	430.30	View chart
Select Sector Spdr Tr Financial (XLF)	1.1	$19M		412k	45.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$18M	+13%	153k	116.96	View chart
Broadcom (AVGO)	1.1	$17M	+860%	101k	172.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.0	$17M	+2%	267k	62.32	View chart
Costco Wholesale Corporation (COST)	0.9	$16M	-2%	18k	886.50	View chart
Ishares Tr National Mun Etf (MUB)	0.9	$16M	+9%	144k	108.63	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.8	$14M		255k	52.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$13M		80k	165.85	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.7	$12M	+7%	223k	53.53	View chart
Home Depot (HD)	0.7	$12M		29k	405.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$12M	-14%	153k	75.11	View chart
Intuit (INTU)	0.7	$11M		18k	620.99	View chart
UnitedHealth (UNH)	0.7	$11M	+2%	19k	584.67	View chart
Fiserv (FI)	0.7	$11M		60k	179.65	View chart
W.W. Grainger (GWW)	0.6	$11M		10k	1038.84	View chart
Caci Intl Cl A (CACI)	0.6	$11M		21k	504.55	View chart
O'reilly Automotive (ORLY)	0.6	$10M		8.9k	1151.59	View chart
Mastercard Incorporated Cl A (MA)	0.6	$10M		21k	493.80	View chart
TJX Companies (TJX)	0.6	$10M		85k	117.54	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.6	$9.8M		186k	52.58	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.6	$9.7M	+3%	200k	48.68	View chart
Waste Management (WM)	0.5	$9.1M		44k	207.60	View chart
Amazon (AMZN)	0.5	$9.0M	+3%	48k	186.33	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.8M		215k	41.12	View chart
Arthur J. Gallagher & Co. (AJG)	0.5	$8.7M		31k	281.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$8.4M	+9%	152k	55.63	View chart
Linde SHS (LIN)	0.5	$8.4M		18k	476.87	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$7.9M	+2%	83k	95.81	View chart
Hubbell (HUBB)	0.5	$7.5M		18k	428.35	View chart
Novo-nordisk A S Adr (NVO)	0.5	$7.5M		63k	119.07	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$7.4M		19k	383.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$7.2M	-4%	33k	220.89	View chart
Jacobs Engineering Group (J)	0.4	$7.2M		55k	130.90	View chart
Pepsi (PEP)	0.4	$7.0M		41k	170.05	View chart
McKesson Corporation (MCK)	0.4	$6.8M		14k	494.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.4	$6.6M		98k	67.51	View chart
Adobe Systems Incorporated (ADBE)	0.4	$6.6M	-2%	13k	517.78	View chart
Netflix (NFLX)	0.4	$6.2M	+10%	8.7k	709.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$6.0M	+861%	69k	87.80	View chart
Vanguard World Energy Etf (VDE)	0.4	$6.0M	+2%	49k	122.47	View chart
Procter & Gamble Company (PG)	0.4	$5.9M		34k	173.20	View chart
Acuity Brands (AYI)	0.4	$5.9M	+14%	21k	275.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.8M	-2%	69k	83.63	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.3	$5.6M		77k	73.42	View chart
JPMorgan Chase & Co. (JPM)	0.3	$5.6M	+8%	26k	210.86	View chart
Eli Lilly & Co. (LLY)	0.3	$5.5M		6.2k	885.88	View chart
Global Payments (GPN)	0.3	$5.3M	+2%	52k	102.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$5.2M		42k	126.18	View chart
Monster Beverage Corp (MNST)	0.3	$5.2M		99k	52.17	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$5.1M		81k	63.00	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$5.1M	-2%	18k	276.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$5.0M	-2%	14k	353.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.7M		9.7k	488.05	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$4.4M	+4%	117k	37.65	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.3	$4.3M	-5%	133k	32.67	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$4.3M	-7%	23k	189.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$4.2M		36k	117.29	View chart
Abbvie (ABBV)	0.3	$4.2M		21k	197.48	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.9M		6.6k	584.59	View chart
McDonald's Corporation (MCD)	0.2	$3.8M		13k	304.53	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$3.7M	-3%	63k	57.83	View chart
Caterpillar (CAT)	0.2	$3.7M		9.3k	391.14	View chart
NVIDIA Corporation (NVDA)	0.2	$3.5M	+10%	29k	121.44	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$3.5M	-85%	67k	52.66	View chart
Lowe's Companies (LOW)	0.2	$3.5M		13k	270.86	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$3.5M		5.00	691180.00	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$3.4M		82k	41.28	View chart
Meta Platforms Cl A (META)	0.2	$3.4M	+5%	5.9k	572.42	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.3M	-4%	18k	179.30	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$3.3M		39k	84.17	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.2M	-3%	30k	107.66	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.2M	-5%	16k	200.78	View chart
Automatic Data Processing (ADP)	0.2	$3.2M	+2%	12k	276.74	View chart
Chevron Corporation (CVX)	0.2	$3.1M		21k	147.29	View chart
Johnson & Johnson (JNJ)	0.2	$3.1M		19k	162.06	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.1M	-3%	12k	267.37	View chart
Starbucks Corporation (SBUX)	0.2	$2.9M	-7%	29k	97.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$2.9M		61k	47.18	View chart
Thermo Fisher Scientific (TMO)	0.2	$2.6M	-8%	4.2k	618.58	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.2	$2.6M	-4%	29k	88.28	View chart
Nextera Energy (NEE)	0.2	$2.5M	+195%	30k	84.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$2.5M	-9%	11k	237.20	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.5M	+2%	12k	206.58	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$2.5M	-2%	66k	37.56	View chart
Tractor Supply Company (TSCO)	0.1	$2.4M	-6%	8.3k	290.92	View chart
Merck & Co (MRK)	0.1	$2.4M		21k	113.56	View chart
Air Products & Chemicals (APD)	0.1	$2.4M		8.1k	297.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$2.4M	+8%	4.5k	527.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$2.4M		27k	88.14	View chart
Visa Com Cl A (V)	0.1	$2.4M		8.5k	274.96	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.2M	+758%	30k	71.86	View chart
General Dynamics Corporation (GD)	0.1	$2.2M	+3%	7.2k	302.19	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$2.1M	-67%	26k	83.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.1M	+8%	3.7k	573.78	View chart
Illinois Tool Works (ITW)	0.1	$2.0M	-8%	7.5k	262.06	View chart
Morgan Stanley Com New (MS)	0.1	$2.0M		19k	104.24	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.9M	+3%	26k	73.67	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.9M		42k	45.49	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.9M	-3%	8.7k	218.48	View chart
City Holding Company (CHCO)	0.1	$1.9M		16k	117.39	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.9M	+3%	3.3k	569.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.8M		29k	62.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.8M		10k	174.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.8M		15k	117.22	View chart
Amentum Holdings	0.1	$1.8M	NEW	55k	32.25	View chart
Medtronic SHS (MDT)	0.1	$1.8M	+7%	20k	90.03	View chart
Progressive Corporation (PGR)	0.1	$1.7M		6.8k	253.77	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.7M	+7%	41k	41.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.7M		6.0k	283.18	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$1.7M		34k	50.50	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.7M		5.9k	284.00	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.7M	-5%	12k	139.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M	-9%	6.0k	263.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.6M	-7%	8.9k	179.16	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.6M	+6%	13k	118.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.6M		37k	42.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.5M	-9%	15k	106.19	View chart
United Parcel Service CL B (UPS)	0.1	$1.5M	+8%	11k	136.34	View chart
T. Rowe Price (TROW)	0.1	$1.5M	+7%	14k	108.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.5M		3.2k	460.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.4M		21k	67.27	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.4M		8.3k	171.93	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.4M	-6%	6.9k	202.75	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$1.4M	-10%	21k	65.75	View chart
Genuine Parts Company (GPC)	0.1	$1.4M	+6%	9.8k	139.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.4M		27k	50.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$1.3M	+3%	31k	43.78	View chart
Wal-Mart Stores (WMT)	0.1	$1.3M		16k	80.75	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.1	$1.3M		24k	54.68	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.1M	-16%	37k	30.37	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$1.1M	-4%	14k	81.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.1M		24k	46.51	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.1M	+7%	16k	67.85	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$1.1M		5.6k	191.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.1M	+10%	24k	44.94	View chart
Tesla Motors (TSLA)	0.1	$1.1M	-3%	4.1k	261.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$1.1M	+10%	25k	42.26	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$1.1M		8.3k	127.26	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.1	$1.1M		33k	31.76	View chart
Ishares Tr International Sl (ISCF)	0.1	$1.0M	-92%	29k	35.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$990k		24k	42.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.1	$973k		26k	37.37	View chart
Oracle Corporation (ORCL)	0.1	$968k	-4%	5.7k	170.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$957k		5.7k	167.19	View chart
Cintas Corporation (CTAS)	0.1	$948k	+299%	4.6k	205.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$932k		24k	39.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$930k		23k	40.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$922k	-2%	1.6k	586.63	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$901k		25k	36.41	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$894k	+2%	15k	59.24	View chart
United Bankshares (UBSI)	0.1	$874k		24k	37.10	View chart
Truist Financial Corp equities (TFC)	0.1	$873k		20k	42.77	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$867k	+9%	11k	78.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$822k	-12%	8.6k	95.75	View chart
Danaher Corporation (DHR)	0.0	$820k	-2%	2.9k	278.05	View chart
CSX Corporation (CSX)	0.0	$807k		23k	34.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$801k		17k	47.85	View chart
Extra Space Storage (EXR)	0.0	$779k		4.3k	180.19	View chart
Packaging Corporation of America (PKG)	0.0	$756k		3.5k	215.40	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$752k	-4%	4.9k	153.12	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$737k	-32%	4.4k	166.83	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$735k	-66%	9.2k	79.42	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$734k		6.9k	105.63	View chart
Coca-Cola Company (KO)	0.0	$725k	+24%	10k	71.86	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$717k	+10%	16k	45.86	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.0	$712k		17k	42.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$699k		19k	37.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$695k	+32%	15k	48.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$678k		17k	40.05	View chart
Hca Holdings (HCA)	0.0	$675k		1.7k	406.36	View chart
Prologis (PLD)	0.0	$665k		5.3k	126.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$657k	+2%	14k	45.75	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$636k		22k	29.41	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$636k	+3%	27k	23.79	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$624k	+6%	25k	25.16	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$588k		23k	25.29	View chart
Abbott Laboratories (ABT)	0.0	$578k		5.1k	114.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$555k		2.6k	211.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$549k	+87%	22k	25.04	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$548k	-12%	16k	35.42	View chart
Duke Energy Corp Com New (DUK)	0.0	$540k		4.7k	115.31	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$540k	-10%	7.4k	72.97	View chart
Ecolab (ECL)	0.0	$534k	-5%	2.1k	255.34	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$522k		4.6k	112.98	View chart
Walt Disney Company (DIS)	0.0	$514k		5.3k	96.19	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$512k	-4%	2.3k	220.05	View chart
Southern Company (SO)	0.0	$511k	-9%	5.7k	90.18	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$506k		2.6k	198.06	View chart
Mvb Financial (MVBF)	0.0	$501k		26k	19.36	View chart
DTE Energy Company (DTE)	0.0	$491k		3.8k	128.41	View chart
Amgen (AMGN)	0.0	$489k		1.5k	322.13	View chart
Raytheon Technologies Corp (RTX)	0.0	$487k		4.0k	121.16	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$486k		4.5k	109.04	View chart
Colgate-Palmolive Company (CL)	0.0	$481k		4.6k	103.81	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$470k	-6%	5.7k	82.94	View chart
At&t (T)	0.0	$464k		21k	22.00	View chart
American Electric Power Company (AEP)	0.0	$459k		4.5k	102.59	View chart
Nike CL B (NKE)	0.0	$439k		5.0k	88.40	View chart
Corteva (CTVA)	0.0	$433k		7.4k	58.79	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$432k		4.7k	91.30	View chart
Ishares Tr Exponential Tech (XT)	0.0	$431k	-33%	7.1k	60.88	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.0	$425k		2.7k	157.34	View chart
Dick's Sporting Goods (DKS)	0.0	$417k		2.0k	208.70	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$412k	-32%	3.1k	132.27	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.0	$411k		5.9k	70.06	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$404k	-14%	3.6k	111.30	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$393k	-2%	3.7k	106.76	View chart
Paychex (PAYX)	0.0	$393k	-12%	2.9k	134.19	View chart
Zoetis Cl A (ZTS)	0.0	$391k	-3%	2.0k	195.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$387k		9.8k	39.49	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$385k		4.9k	77.91	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$377k	+5%	9.0k	41.82	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$375k	+6%	13k	29.18	View chart
BlackRock (BLK)	0.0	$370k		390.00	949.75	View chart
Intuitive Surgical Com New (ISRG)	0.0	$365k		743.00	491.27	View chart
Dow (DOW)	0.0	$365k		6.7k	54.63	View chart
Edwards Lifesciences (EW)	0.0	$364k		5.5k	65.99	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.0	$361k	-2%	8.0k	45.11	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.0	$360k	-2%	8.2k	44.01	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$357k	-3%	1.5k	230.53	View chart
Travelers Companies (TRV)	0.0	$355k		1.5k	234.13	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$354k		1.5k	243.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$354k		7.9k	44.72	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$351k	-2%	8.5k	41.25	View chart
Vanguard World Financials Etf (VFH)	0.0	$347k		3.2k	109.90	View chart
Pfizer (PFE)	0.0	$345k	-2%	12k	28.94	View chart
Norfolk Southern (NSC)	0.0	$340k		1.4k	248.57	View chart
Cincinnati Financial Corporation (CINF)	0.0	$340k		2.5k	136.14	View chart
Cisco Systems (CSCO)	0.0	$338k	-2%	6.3k	53.22	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.0	$336k	+13%	12k	29.06	View chart
Target Corporation (TGT)	0.0	$327k	-25%	2.1k	155.89	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$325k	-10%	2.8k	114.95	View chart
Sherwin-Williams Company (SHW)	0.0	$324k		850.00	381.67	View chart
NiSource (NI)	0.0	$321k		9.3k	34.65	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$318k	+5%	2.3k	135.41	View chart
Kimberly-Clark Corporation (KMB)	0.0	$308k		2.2k	142.27	View chart
Hershey Company (HSY)	0.0	$306k		1.6k	191.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$306k		6.3k	48.56	View chart
Global X Fds X Emerging Mkt (EMBD)	0.0	$294k	NEW	13k	23.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$288k		2.3k	125.64	View chart
Alliant Energy Corporation (LNT)	0.0	$287k		4.7k	60.69	View chart
Nxp Semiconductors N V (NXPI)	0.0	$283k		1.2k	240.01	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$281k	-12%	6.2k	45.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.0	$280k	-12%	3.2k	86.82	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$280k		2.8k	99.16	View chart
Roper Industries (ROP)	0.0	$276k		496.00	556.44	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$272k		4.4k	62.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$268k		5.3k	50.28	View chart
Gilead Sciences (GILD)	0.0	$262k		3.1k	83.84	View chart
Verizon Communications (VZ)	0.0	$262k		5.8k	44.91	View chart
Stanley Black & Decker (SWK)	0.0	$259k	NEW	2.3k	110.13	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$258k		4.3k	60.42	View chart
Blackrock Etf Trust Ii High Yld Muni In (HYMU)	0.0	$255k	+2%	11k	23.18	View chart
Clorox Company (CLX)	0.0	$252k	-30%	1.5k	162.88	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$248k		3.0k	82.53	View chart
Kraft Heinz (KHC)	0.0	$248k	-31%	7.1k	35.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$248k	NEW	1.8k	135.07	View chart
Ida (IDA)	0.0	$247k		2.4k	103.09	View chart
American Water Works (AWK)	0.0	$239k		1.6k	146.23	View chart
Ea Series Trust Strive 1000 Grwt (STXG)	0.0	$238k		5.7k	41.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$238k		6.1k	39.13	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$238k	-14%	2.6k	93.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$237k	-17%	2.8k	84.52	View chart
Cme (CME)	0.0	$237k	-2%	1.1k	220.65	View chart
Intel Corporation (INTC)	0.0	$234k	-10%	10k	23.46	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$233k	-26%	2.4k	97.42	View chart
Philip Morris International (PM)	0.0	$229k	-21%	1.9k	121.40	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$227k		272.00	834.06	View chart
Broadstone Net Lease (BNL)	0.0	$226k		12k	18.95	View chart
Eversource Energy (ES)	0.0	$226k	NEW	3.3k	68.05	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$223k	+3%	1.9k	119.57	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$222k		4.7k	47.13	View chart
Ea Series Trust Strive 1000 Valu (STXV)	0.0	$220k		7.2k	30.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$220k	-42%	3.1k	71.72	View chart
First Commonwealth Financial (FCF)	0.0	$214k		13k	17.15	View chart
Trane Technologies SHS (TT)	0.0	$214k	NEW	550.00	388.73	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$208k	NEW	2.5k	83.34	View chart
Stryker Corporation (SYK)	0.0	$208k	NEW	575.00	361.26	View chart
Consolidated Edison (ED)	0.0	$205k	NEW	2.0k	104.13	View chart
Anthem (ELV)	0.0	$204k		393.00	520.00	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$204k	NEW	776.00	263.16	View chart
Grayscale Bitcoin Mini Tr Bt SHS	0.0	$186k	NEW	33k	5.63	View chart
Inspiremd (NSPR)	0.0	$27k		10k	2.68	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 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
McKinley Carter Wealth Services 2021 Q1 filed April 30, 2021
McKinley Carter Wealth Services 2020 Q4 restated filed Feb. 16, 2021

View all past filings

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