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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, FBND, IWB, AGG, and represent 25.48% of McKinley Carter Wealth Services's stock portfolio.
Added to shares of these 10 stocks: DFAI (+$31M), DFAE (+$17M), XLK (+$9.3M), NFLX (+$8.0M), AIQ (+$6.0M), RL (+$5.8M), DYNF, GD, XLE, TLH.
Started 18 new stock positions in BUFQ, AIQ, DFAI, PYLD, SHY, CGGO, SDY, VYM, CGUS, IEI. DYNF, DFAE, TLH, CVS, GJUL, THRO, SNOA, VGLT.
Reduced shares in these 10 stocks: VXUS (-$26M), IWB (-$19M), IEFA (-$18M), IVV (-$15M), GOVT (-$14M), VT (-$9.3M), VEA (-$8.7M), ILCG (-$7.9M), IAGG (-$7.7M), IEMG (-$7.0M).
Sold out of its positions in STXV, STXG, DRI, INTC, IBIT, KMB, RBLX, ROP, SPSM, BNDX. VGSH, VZ.
McKinley Carter Wealth Services was a net seller of stock by $-116M.
McKinley Carter Wealth Services has $1.8B in assets under management (AUM), dropping by -6.14%.
Central Index Key (CIK): 0001484265

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Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 319 positions in its portfolio as reported in the December 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)	5.8	$104M	-19%	1.4M	75.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$99M	-13%	145k	684.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.5	$99M		2.1M	46.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.3	$94M	-16%	253k	373.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$60M	-7%	601k	99.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.2	$58M	-24%	647k	89.46	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$52M	-14%	839k	62.47	View chart
Ishares Tr Morningstar Grwt (ILCG)	2.1	$38M	-17%	368k	104.04	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	2.0	$36M	-20%	257k	141.26	View chart
Apple (AAPL)	2.0	$36M	-8%	133k	271.86	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.8	$32M	-29%	1.4M	23.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.8	$31M	NEW	825k	38.11	View chart
Broadcom (AVGO)	1.5	$28M	-6%	80k	346.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$26M	-14%	123k	212.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.3	$24M	-4%	50k	473.30	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.3	$23M	+66%	161k	143.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$23M	-7%	73k	313.00	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$22M	-23%	329k	67.22	View chart
Ishares Tr Rus Top 200 Etf (IWL)	1.2	$22M	-4%	129k	170.63	View chart
Ishares Msci Emrg Chn (EMXC)	1.2	$22M	-22%	299k	72.68	View chart
Microsoft Corporation (MSFT)	1.2	$21M	-5%	43k	483.62	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	1.1	$20M	-22%	445k	45.21	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.1	$19M	-17%	125k	154.80	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.1	$19M	-20%	292k	66.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.0	$19M	-17%	343k	54.77	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$18M	-6%	207k	84.64	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$17M	NEW	523k	32.57	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$17M	-9%	139k	120.18	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.9	$16M	-33%	310k	50.01	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.9	$15M	-11%	296k	51.77	View chart
NVIDIA Corporation (NVDA)	0.8	$15M		78k	186.50	View chart
Costco Wholesale Corporation (COST)	0.8	$14M	-3%	17k	862.34	View chart
TJX Companies (TJX)	0.7	$13M		84k	153.61	View chart
Intuit (INTU)	0.7	$12M	-3%	18k	662.41	View chart
Mastercard Incorporated Cl A (MA)	0.7	$12M		21k	570.87	View chart
McKesson Corporation (MCK)	0.6	$12M		14k	820.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$12M	-8%	155k	74.07	View chart
Amazon (AMZN)	0.6	$11M	-2%	49k	230.82	View chart
O'reilly Automotive (ORLY)	0.6	$11M		125k	91.21	View chart
Caci Intl Cl A (CACI)	0.6	$11M	-2%	20k	532.81	View chart
Meta Platforms Cl A (META)	0.6	$10M		16k	660.10	View chart
Waste Management (WM)	0.6	$10M		45k	219.71	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$9.6M	+3%	15k	627.12	View chart
Home Depot (HD)	0.5	$9.6M	-2%	28k	344.10	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$9.5M	-12%	28k	342.97	View chart
Acuity Brands (AYI)	0.5	$9.2M		25k	360.04	View chart
Netflix (NFLX)	0.5	$8.9M	+903%	95k	93.76	View chart
Hubbell (HUBB)	0.5	$8.8M		20k	444.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$8.8M	-2%	18k	487.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$8.7M	-14%	147k	59.54	View chart
Jacobs Engineering Group (J)	0.5	$8.5M		64k	132.46	View chart
Linde SHS (LIN)	0.5	$8.5M		20k	426.39	View chart
Arthur J. Gallagher & Co. (AJG)	0.5	$8.4M		32k	258.79	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.5	$8.3M	-5%	218k	38.36	View chart
Quanta Services (PWR)	0.5	$8.2M	+5%	20k	422.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$8.1M	+58%	180k	44.71	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.0M	-8%	25k	322.22	View chart
Eli Lilly & Co. (LLY)	0.4	$7.7M	+17%	7.2k	1074.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$7.1M	-14%	294k	24.04	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$6.9M		77k	90.00	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$6.8M	+44%	72k	95.22	View chart
Ralph Lauren Corp Cl A (RL)	0.4	$6.7M	+655%	19k	353.61	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$6.7M	-5%	70k	96.03	View chart
General Dynamics Corporation (GD)	0.4	$6.7M	+141%	20k	336.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$6.5M	-2%	11k	614.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.2M	-11%	25k	246.16	View chart
Amphenol Corp Cl A (APH)	0.3	$6.2M	+13%	46k	135.14	View chart
Pepsi (PEP)	0.3	$6.2M	+2%	43k	143.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$6.1M	-8%	83k	73.56	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$6.0M	NEW	118k	50.86	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.3	$5.9M	-15%	107k	55.46	View chart
Caterpillar (CAT)	0.3	$5.7M		9.9k	572.86	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.5M	-2%	21k	257.95	View chart
Abbvie (ABBV)	0.3	$5.5M		24k	228.49	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$5.5M	-10%	68k	80.22	View chart
Procter & Gamble Company (PG)	0.3	$5.1M	-7%	35k	143.31	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$4.9M	-6%	33k	148.98	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$4.9M	NEW	80k	60.81	View chart
Intercontinental Exchange (ICE)	0.3	$4.8M	-6%	29k	161.96	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$4.5M	+4%	86k	52.41	View chart
W.W. Grainger (GWW)	0.3	$4.5M		4.4k	1008.94	View chart
Bank of New York Mellon Corporation (BK)	0.2	$4.1M		35k	116.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.0M	-3%	19k	210.34	View chart
Johnson & Johnson (JNJ)	0.2	$4.0M		19k	206.95	View chart
McDonald's Corporation (MCD)	0.2	$4.0M		13k	305.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.9M	-10%	34k	113.92	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$3.9M	-9%	27k	141.49	View chart
Chevron Corporation (CVX)	0.2	$3.8M	+2%	25k	152.41	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.7M	+2%	7.6k	483.70	View chart
Morgan Stanley Com New (MS)	0.2	$3.6M		21k	177.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.6M	-11%	26k	136.94	View chart
Lowe's Companies (LOW)	0.2	$3.5M	+2%	15k	241.15	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.2	$3.2M	+2%	135k	24.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$3.2M	-5%	58k	54.83	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.2M	-3%	11k	302.11	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$3.2M		38k	82.77	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$3.1M	+193%	21k	153.02	View chart
Nextera Energy (NEE)	0.2	$3.1M	+3%	39k	80.28	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.1M	-4%	27k	113.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$3.0M	-8%	32k	95.09	View chart
Automatic Data Processing (ADP)	0.2	$3.0M	+2%	12k	257.23	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.9M	-9%	31k	96.27	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$2.9M	-8%	58k	49.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$2.9M	-3%	11k	268.30	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$2.9M	+8%	60k	47.85	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$2.8M	NEW	28k	101.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.8M	-2%	13k	211.79	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$2.8M	NEW	24k	119.35	View chart
Abbott Laboratories (ABT)	0.2	$2.7M		22k	125.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.7M	-7%	14k	198.62	View chart
Merck & Co (MRK)	0.1	$2.6M	+7%	25k	105.26	View chart
Visa Com Cl A (V)	0.1	$2.6M		7.4k	350.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$2.5M	-23%	54k	46.81	View chart
Eversource Energy (ES)	0.1	$2.5M	+10%	36k	67.33	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$2.4M	NEW	62k	38.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.4M		14k	173.49	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$2.2M		32k	68.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.2M	-2%	36k	60.17	View chart
Illinois Tool Works (ITW)	0.1	$2.2M		8.8k	246.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.1M	-3%	3.1k	681.90	View chart
Starbucks Corporation (SBUX)	0.1	$2.1M	+4%	25k	84.21	View chart
Wells Fargo & Company (WFC)	0.1	$2.1M	+4%	23k	93.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.1M		30k	69.42	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.1	$2.0M	-6%	40k	50.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$2.0M	NEW	25k	82.82	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$2.0M	+171%	52k	38.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.0M	+2%	10k	190.99	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.9M		3.1k	603.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.9M	-28%	57k	32.62	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$1.8M	+3%	34k	53.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$1.8M		35k	51.18	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.8M	-29%	40k	44.41	View chart
Metropcs Communications (TMUS)	0.1	$1.8M	+3%	8.6k	203.03	View chart
PNC Financial Services (PNC)	0.1	$1.7M	-8%	8.2k	208.72	View chart
Ecolab (ECL)	0.1	$1.7M	+18%	6.4k	262.54	View chart
Wal-Mart Stores (WMT)	0.1	$1.6M		15k	111.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.6M	-9%	5.3k	313.80	View chart
City Holding Company (CHCO)	0.1	$1.6M		14k	119.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.6M	-5%	4.8k	335.26	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.6M	-4%	35k	46.08	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M	-3%	5.0k	323.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.6M	-8%	32k	48.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.6M	-19%	5.4k	290.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.5M	-2%	27k	57.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M	-3%	8.0k	191.56	View chart
Progressive Corporation (PGR)	0.1	$1.4M		6.4k	227.71	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.4M	+6%	31k	46.71	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.4M		15k	91.45	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.4M	-17%	2.4k	579.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.4M	+4%	26k	51.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.4M	-8%	5.4k	250.30	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.3M	-6%	2.6k	502.65	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$1.3M	-3%	6.3k	206.53	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.3M	-19%	11k	120.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.3M		24k	53.45	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	-8%	6.5k	194.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$1.3M		27k	47.47	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.3M	-3%	9.0k	141.16	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.2M	-10%	40k	29.89	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.2M	+4%	23k	52.77	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.2M		5.2k	230.21	View chart
United Bankshares (UBSI)	0.1	$1.2M		31k	38.40	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.2M	-9%	15k	77.68	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.2M	-8%	27k	44.17	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.1M	-17%	5.4k	211.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$1.1M		31k	36.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	-2%	1.5k	753.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.1M		23k	48.84	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$1.1M	-4%	22k	50.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$1.1M		24k	44.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$1.1M		24k	44.42	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$1.1M		22k	48.68	View chart
Tesla Motors (TSLA)	0.1	$1.1M	-4%	2.3k	449.72	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$1.0M	-30%	20k	52.88	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.0M	-84%	8.2k	125.93	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$973k	-22%	11k	91.86	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$972k	-6%	7.9k	123.27	View chart
Ishares Tr Broad Usd High (USHY)	0.1	$937k	-8%	25k	37.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$932k	+22%	42k	22.24	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$925k	-27%	19k	48.75	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$910k	-21%	16k	57.91	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$896k	-19%	14k	64.65	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$866k	-14%	19k	44.65	View chart
Tractor Supply Company (TSCO)	0.0	$820k	-32%	16k	50.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$796k		15k	52.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$780k		19k	41.65	View chart
Mvb Financial (MVBF)	0.0	$772k		30k	25.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$763k	-14%	1.9k	396.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$760k		17k	44.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$755k	-83%	1.00	754800.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$737k	-3%	4.8k	154.12	View chart
Coca-Cola Company (KO)	0.0	$731k		11k	69.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.0	$727k	-2%	21k	34.08	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$721k		6.5k	111.80	View chart
American Electric Power Company (AEP)	0.0	$721k		6.2k	115.31	View chart
International Business Machines (IBM)	0.0	$718k	+147%	2.4k	296.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$717k		13k	53.76	View chart
Packaging Corporation of America (PKG)	0.0	$716k		3.5k	206.23	View chart
Cintas Corporation (CTAS)	0.0	$716k		3.8k	188.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$713k		13k	55.92	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$694k		13k	54.71	View chart
Danaher Corporation (DHR)	0.0	$666k	-3%	2.9k	228.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$665k	-28%	25k	26.91	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$651k		2.7k	241.24	View chart
Raytheon Technologies Corp (RTX)	0.0	$632k		3.4k	183.40	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$616k		3.4k	181.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$597k		11k	56.62	View chart
Cisco Systems (CSCO)	0.0	$596k		7.7k	77.03	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$594k	-12%	2.2k	269.18	View chart
Duke Energy Corp Com New (DUK)	0.0	$585k	+2%	5.0k	117.22	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$585k	-4%	5.5k	107.10	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$572k		3.7k	156.64	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$564k	-3%	4.1k	136.73	View chart
Hca Holdings (HCA)	0.0	$560k		1.2k	466.92	View chart
CSX Corporation (CSX)	0.0	$555k		15k	36.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$529k		19k	28.24	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$517k		15k	34.24	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$513k	-14%	4.8k	106.70	View chart
Extra Space Storage (EXR)	0.0	$496k	-12%	3.8k	130.22	View chart
Ishares Tr Future Exponenti (XT)	0.0	$493k		7.1k	69.74	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$490k	NEW	18k	26.68	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$486k	-13%	1.8k	276.94	View chart
At&t (T)	0.0	$485k	-2%	20k	24.84	View chart
Prologis (PLD)	0.0	$481k		3.8k	127.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$481k	-22%	6.0k	79.59	View chart
DTE Energy Company (DTE)	0.0	$479k	-2%	3.7k	128.98	View chart
Astrazeneca Sponsored Adr	0.0	$452k		4.9k	91.93	View chart
Edwards Lifesciences (EW)	0.0	$450k		5.3k	85.25	View chart
Blackrock (BLK)	0.0	$447k		418.00	1070.35	View chart
Intuitive Surgical Com New (ISRG)	0.0	$443k		782.00	566.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$442k		9.8k	45.09	View chart
Corteva (CTVA)	0.0	$431k	-20%	6.4k	67.03	View chart
Amgen (AMGN)	0.0	$429k	+6%	1.3k	327.23	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$427k	-10%	15k	29.36	View chart
Cincinnati Financial Corporation (CINF)	0.0	$419k	-3%	2.6k	163.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$409k		7.9k	51.75	View chart
Truist Financial Corp equities (TFC)	0.0	$406k	-34%	8.2k	49.21	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$406k	-8%	12k	35.15	View chart
Travelers Companies (TRV)	0.0	$404k		1.4k	290.14	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$401k	-4%	2.6k	155.12	View chart
Southern Company (SO)	0.0	$399k		4.6k	87.20	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$399k	-11%	8.7k	45.98	View chart
Dick's Sporting Goods (DKS)	0.0	$396k		2.0k	197.97	View chart
Walt Disney Company (DIS)	0.0	$396k	-32%	3.5k	113.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$393k	-2%	3.7k	106.69	View chart
UnitedHealth (UNH)	0.0	$387k	-32%	1.2k	330.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$384k		8.0k	47.72	View chart
Gilead Sciences (GILD)	0.0	$381k		3.1k	122.74	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$380k	-14%	1.3k	301.15	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$379k		4.0k	94.16	View chart
Kla Corp Com New (KLAC)	0.0	$378k		311.00	1215.08	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$377k	-9%	2.7k	141.06	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$374k	+2%	3.6k	104.08	View chart
Colgate-Palmolive Company (CL)	0.0	$370k		4.7k	79.02	View chart
Sherwin-Williams Company (SHW)	0.0	$365k		1.1k	324.03	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$364k	+66%	6.1k	59.93	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$362k	-7%	8.7k	41.36	View chart
Vanguard World Financials Etf (VFH)	0.0	$361k		2.7k	133.49	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$360k	+52%	8.4k	42.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$354k	+55%	8.3k	42.79	View chart
Paychex (PAYX)	0.0	$350k		3.1k	112.19	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$346k	-7%	4.2k	82.50	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$344k		2.7k	126.67	View chart
NiSource (NI)	0.0	$331k	-14%	7.9k	41.76	View chart
Philip Morris International (PM)	0.0	$329k		2.1k	160.40	View chart
Sila Realty Trust Common Stock (SILA)	0.0	$326k		14k	23.31	View chart
Norfolk Southern (NSC)	0.0	$324k		1.1k	288.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$319k	NEW	7.7k	41.33	View chart
Nike CL B (NKE)	0.0	$314k		4.9k	63.71	View chart
Fiserv (FI)	0.0	$313k	-90%	4.7k	67.17	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$310k	NEW	2.2k	139.15	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$309k		2.7k	114.98	View chart
Palantir Technologies Cl A (PLTR)	0.0	$307k		1.7k	177.75	View chart
Ida (IDA)	0.0	$303k		2.4k	126.56	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$298k	-5%	2.8k	105.00	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$295k		4.5k	65.55	View chart
Global Payments (GPN)	0.0	$295k	-47%	3.8k	77.40	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$289k	-35%	3.9k	75.04	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$286k		2.9k	100.37	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$285k		266.00	1070.92	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$281k	-43%	8.6k	32.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$277k	-50%	1.3k	219.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$270k		6.1k	44.34	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$266k		1.8k	146.58	View chart
Adobe Systems Incorporated (ADBE)	0.0	$264k	-94%	754.00	349.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$262k	NEW	1.8k	143.52	View chart
Alliant Energy Corporation (LNT)	0.0	$261k		4.0k	65.01	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$260k		2.8k	92.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$259k		1.8k	141.14	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$256k		5.6k	45.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$254k	-6%	1.7k	148.69	View chart
Nxp Semiconductors N V (NXPI)	0.0	$254k		1.2k	217.06	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$249k	-14%	5.2k	47.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$246k		782.00	314.62	View chart
Emerson Electric (EMR)	0.0	$244k		1.8k	132.72	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$242k	-14%	3.6k	66.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$238k	NEW	6.6k	35.84	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$236k	NEW	5.9k	40.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$234k		2.9k	79.74	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$231k	-14%	1.4k	161.97	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$223k		1.9k	119.32	View chart
Dt Midstream Common Stock (DTM)	0.0	$221k	-7%	1.8k	119.68	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$220k	+6%	2.8k	77.64	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$219k		1.6k	139.30	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$219k	NEW	3.9k	55.80	View chart
Pfizer (PFE)	0.0	$217k	-12%	8.7k	24.90	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$216k		3.9k	55.57	View chart
Trane Technologies SHS (TT)	0.0	$214k		550.00	389.27	View chart
Zoetis Cl A (ZTS)	0.0	$214k		1.7k	125.82	View chart
Broadstone Net Lease (BNL)	0.0	$211k		12k	17.37	View chart
First Commonwealth Financial (FCF)	0.0	$211k		13k	16.86	View chart
American Water Works (AWK)	0.0	$209k	-3%	1.6k	130.50	View chart
Cme (CME)	0.0	$208k	-23%	761.00	273.15	View chart
CVS Caremark Corporation (CVS)	0.0	$203k	NEW	2.6k	79.36	View chart
Stryker Corporation (SYK)	0.0	$202k		575.00	351.47	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$201k	NEW	5.8k	34.65	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$159k		12k	13.25	View chart
Sonoma Pharmaceuticals (SNOA)	0.0	$41k	NEW	11k	3.64	View chart
Inspiremd (NSPR)	0.0	$18k		10k	1.78	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 Q4 filed Feb. 6, 2026
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

View all past filings

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