McKinley Carter Wealth Services

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

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Portfolio Holdings for McKinley Carter Wealth Services

Companies in the McKinley Carter Wealth Services portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 8.2 $100M +27% 2.0M 50.49
Ishares Tr Core Us Aggbd Et (AGG) 6.6 $80M +6% 698k 114.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 5.5 $67M +72% 1.2M 54.64
Ishares Tr Rus 1000 Etf (IWB) 4.7 $57M -2% 236k 241.71
Ishares Tr Msci Usa Mmentm (MTUM) 3.7 $45M +3% 257k 175.60
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $38M +9% 264k 145.42
Ishares Tr Core S&p500 Etf (IVV) 3.1 $37M +7% 87k 430.82
Ishares Tr Core Msci Eafe (IEFA) 3.0 $36M +7% 489k 74.25
Ark Etf Tr Innovation Etf (ARKK) 2.8 $34M +3% 307k 110.53
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $24M +11% 223k 109.19
Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $23M +10% 142k 160.23
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.7 $21M +8% 309k 68.71
Ishares Tr National Mun Etf (MUB) 1.7 $21M 179k 116.17
Apple (AAPL) 1.7 $20M 144k 141.50

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Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $20M -2% 72k 274.04
Ishares Msci Emrg Chn (EMXC) 1.4 $17M NEW 280k 60.64
Ishares Core Msci Emkt (IEMG) 1.2 $14M -65% 232k 61.76
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $13M -14% 102k 131.73
Microsoft Corporation (MSFT) 1.0 $13M 45k 281.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.0 $13M -5% 111k 112.07
Ishares Tr Russell 2000 Etf (IWM) 0.9 $11M -2% 50k 218.73
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $9.8M -72% 74k 133.03
Ishares Tr Us Treas Bd Etf (GOVT) 0.8 $9.8M +33% 368k 26.53
Alphabet Cap Stk Cl A (GOOGL) 0.8 $9.6M -3% 3.6k 2673.52
Intuit (INTU) 0.8 $9.5M -5% 18k 539.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $9.5M 246k 38.70
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $9.5M +3% 84k 113.25
Accenture Plc Ireland Shs Class A (ACN) 0.7 $9.1M -2% 29k 319.89
Ishares Tr Usd Inv Grde Etf (USIG) 0.7 $9.0M +5% 149k 60.10
Ishares Tr Tips Bd Etf (TIP) 0.7 $8.8M +13% 69k 127.70
Costco Wholesale Corporation (COST) 0.7 $8.4M 19k 449.35
Home Depot (HD) 0.7 $8.2M 25k 328.24
Vanguard Index Fds Growth Etf (VUG) 0.7 $8.2M 28k 290.16
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $7.9M +7% 30k 263.06
Thermo Fisher Scientific (TMO) 0.6 $7.9M 14k 571.30
Starbucks Corporation (SBUX) 0.6 $7.6M 69k 110.31
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $7.5M -7% 44k 169.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $6.7M -7% 67k 100.68
O'reilly Automotive (ORLY) 0.5 $6.4M 11k 611.06
Ishares Tr Mbs Etf (MBB) 0.5 $6.4M +10% 59k 108.14
UnitedHealth (UNH) 0.5 $6.3M 16k 390.74
Tractor Supply Company (TSCO) 0.5 $6.2M 31k 202.62
Waste Management (WM) 0.5 $6.1M 41k 149.36
Abbott Laboratories (ABT) 0.5 $6.0M 51k 118.13
Jacobs Engineering (J) 0.5 $6.0M 45k 132.52
Mastercard Incorporated Cl A (MA) 0.5 $5.9M 17k 347.67
S&p Global (SPGI) 0.5 $5.8M 14k 424.91
Lauder Estee Cos Cl A (EL) 0.5 $5.7M 19k 299.95
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $5.7M 113k 50.45
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $5.5M -9% 20k 280.15
TJX Companies (TJX) 0.4 $5.2M 79k 65.98
Qualcomm (QCOM) 0.4 $5.2M +2% 40k 128.97
Fiserv (FISV) 0.4 $5.2M +2% 48k 108.52
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $5.1M -2% 33k 156.51
Caci Intl Cl A (CACI) 0.4 $5.0M 19k 262.11
Procter & Gamble Company (PG) 0.4 $5.0M 35k 139.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $4.9M -28% 98k 50.01
CarMax (KMX) 0.4 $4.9M +2% 38k 127.96
Global Payments (GPN) 0.4 $4.8M 30k 157.57
Ishares Tr S&P SML 600 GWT (IJT) 0.4 $4.7M -4% 36k 130.04
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $4.7M -9% 82k 56.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $4.4M +16% 41k 107.56
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $4.3M -23% 100k 42.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.1M +2% 12k 358.02
Activision Blizzard (ATVI) 0.3 $4.1M -2% 53k 77.40
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $4.0M +4% 133k 30.42
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $3.8M +12% 74k 51.07
Stanley Black & Decker (SWK) 0.3 $3.7M +7% 21k 175.29
JPMorgan Chase & Co. (JPM) 0.3 $3.7M +4% 23k 163.71
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $3.4M -3% 12k 293.58
Ishares Tr Broad Usd High (USHY) 0.3 $3.4M +9% 82k 41.51
Broadcom (AVGO) 0.3 $3.4M NEW 7.0k 485.00
McDonald's Corporation (MCD) 0.3 $3.4M +3% 14k 241.10
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $3.4M -3% 39k 85.45
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $3.3M -3% 50k 67.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $3.3M 42k 78.23
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.2M -5% 14k 236.75
First Tr Value Line Divid In SHS (FVD) 0.3 $3.2M 81k 39.20
Pepsi (PEP) 0.3 $3.1M 20k 150.41
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.2 $3.0M -10% 19k 160.01
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $3.0M -8% 29k 101.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $2.9M -8% 86k 34.39
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.9M -2% 28k 106.48
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.9M 81k 36.21
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.2 $2.9M -4% 88k 33.05
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.2 $2.8M -3% 17k 166.09
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.8M +3% 6.6k 429.14
Vanguard Index Fds Value Etf (VTV) 0.2 $2.8M -7% 21k 135.35
Pfizer (PFE) 0.2 $2.7M 63k 43.02
Johnson & Johnson (JNJ) 0.2 $2.6M +2% 16k 161.50
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.5M -15% 19k 130.17
Lowe's Companies (LOW) 0.2 $2.5M 12k 202.80
Target Corporation (TGT) 0.2 $2.4M 11k 228.73
Mvb Financial (MVBF) 0.2 $2.4M +115% 56k 42.83
Ishares Em Mkts Div Etf (DVYE) 0.2 $2.3M 58k 38.89
Cisco Systems (CSCO) 0.2 $2.2M 40k 54.42
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.2M 12k 179.21
Texas Instruments Incorporated (TXN) 0.2 $2.1M +16% 11k 192.22
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $2.1M 35k 59.97
Abbvie (ABBV) 0.2 $2.0M +3% 19k 107.90
Automatic Data Processing (ADP) 0.2 $2.0M 10k 199.94
Us Bancorp Del Com New (USB) 0.2 $2.0M +2% 33k 59.45
Lockheed Martin Corporation (LMT) 0.2 $2.0M 5.7k 345.11
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.9M -7% 13k 149.82
Coca-Cola Company (KO) 0.2 $1.9M +3% 35k 52.49
Verizon Communications (VZ) 0.1 $1.8M -9% 34k 54.00
3M Company (MMM) 0.1 $1.8M 10k 175.46
Facebook Cl A (FB) 0.1 $1.7M +7% 5.1k 339.52
Intel Corporation (INTC) 0.1 $1.7M -3% 32k 53.28
At&t (T) 0.1 $1.7M -6% 62k 27.01
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $1.7M 7.0k 235.97
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.7M +9% 15k 110.05
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.6M 3.4k 480.99
Caterpillar (CAT) 0.1 $1.6M -4% 8.4k 192.02
Southern Company (SO) 0.1 $1.6M +4% 26k 61.97
Walt Disney Company (DIS) 0.1 $1.6M 9.5k 169.18
T. Rowe Price (TROW) 0.1 $1.6M -2% 8.1k 196.69
Medtronic SHS (MDT) 0.1 $1.6M 13k 125.33
Chevron Corporation (CVX) 0.1 $1.6M -3% 15k 101.44
Air Products & Chemicals (APD) 0.1 $1.5M 5.8k 255.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.5M 19k 78.02
Flexshares Tr Mornstar Upstr (GUNR) 0.1 $1.5M -11% 41k 36.60
Amazon (AMZN) 0.1 $1.4M -5% 423.00 3283.69
Realty Income (O) 0.1 $1.4M +2% 21k 64.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.4M -8% 6.2k 222.03
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.4M 29k 46.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M +4% 22k 60.95
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.3M -14% 25k 50.39
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.3M -2% 14k 88.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $1.3M +44% 13k 98.50
Ecolab (ECL) 0.1 $1.2M 5.9k 208.58
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $1.2M 32k 37.97
United Bankshares (UBSI) 0.1 $1.2M 34k 36.39
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $1.2M -15% 10k 115.25
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.2M -6% 14k 81.97
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $1.1M -12% 10k 109.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $1.1M -8% 14k 73.88
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.0M -3% 4.8k 218.66
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $1.0M 6.6k 157.80
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $1.0M +5% 18k 55.45
Nextera Energy (NEE) 0.1 $1.0M 13k 78.52
Danaher Corporation (DHR) 0.1 $952k 3.1k 304.64
Visa Com Cl A (V) 0.1 $942k 4.2k 222.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $939k -8% 13k 74.26
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $932k -3% 13k 69.80
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $926k -8% 11k 87.10
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $916k -17% 13k 73.47
Roper Industries (ROP) 0.1 $887k -27% 2.0k 446.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $884k -2% 8.5k 103.99
Ishares Tr Msci Usa Value (VLUE) 0.1 $877k -6% 8.7k 100.75
Adobe Systems Incorporated (ADBE) 0.1 $856k 1.5k 575.66
Ishares Tr Core Div Grwth (DGRO) 0.1 $820k +11% 16k 50.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $815k 3.0k 272.76
Wal-Mart Stores (WMT) 0.1 $801k +22% 5.7k 139.38
Comcast Corp Cl A (CMCSA) 0.1 $783k -3% 14k 55.90
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $769k -3% 8.8k 87.52
Akamai Technologies (AKAM) 0.1 $755k -28% 7.2k 104.57
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $734k +8% 7.3k 99.92
Nike CL B (NKE) 0.1 $729k +4% 5.0k 145.22
Edwards Lifesciences (EW) 0.1 $713k 6.3k 113.26
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $709k 4.0k 178.19
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $697k -9% 9.8k 70.91
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $688k +22% 13k 54.74
Broadstone Net Lease (BNL) 0.1 $681k 27k 24.83
Merck & Co (MRK) 0.1 $661k -15% 8.8k 75.16
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $652k +28% 8.3k 78.42
Exxon Mobil Corporation (XOM) 0.1 $650k -10% 11k 58.83
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $645k 15k 43.65
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $625k 9.8k 63.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $612k -7% 1.6k 394.33
Blackstone Group Inc Com Cl A (BX) 0.0 $606k +6% 5.2k 116.31
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $605k +13% 4.0k 152.78
Tesla Motors (TSLA) 0.0 $577k 744.00 775.54
Prologis (PLD) 0.0 $577k +2% 4.6k 125.41
Alphabet Cap Stk Cl C (GOOG) 0.0 $559k 210.00 2661.90
Eversource Energy (ES) 0.0 $547k -23% 6.7k 81.62
Progressive Corporation (PGR) 0.0 $528k 5.8k 90.43
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.0 $521k 5.5k 93.99
Select Sector Spdr Tr Technology (XLK) 0.0 $517k 3.5k 149.47
Cambria Etf Tr Tail Risk (TAIL) 0.0 $510k NEW 27k 18.75
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $508k -3% 12k 43.71
Packaging Corporation of America (PKG) 0.0 $503k 3.7k 137.39
Vanguard World Fds Materials Etf (VAW) 0.0 $499k -9% 2.9k 173.32
CSX Corporation (CSX) 0.0 $498k +155% 17k 29.75
Cintas Corporation (CTAS) 0.0 $497k 1.3k 380.84
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.0 $496k -7% 8.2k 60.30
Sherwin-Williams Company (SHW) 0.0 $495k 1.8k 279.66
DTE Energy Company (DTE) 0.0 $494k 4.4k 111.76
Moderna (MRNA) 0.0 $477k -37% 1.2k 384.68
Eli Lilly & Co. (LLY) 0.0 $473k +9% 2.0k 231.18
Life Storage Inc reit (LSI) 0.0 $472k 4.1k 114.76
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.0 $467k -18% 4.4k 105.61
Raytheon Technologies Corp (RTX) 0.0 $463k +6% 5.4k 86.08
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $460k 8.8k 52.07
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $454k -13% 4.6k 98.37
Paychex (PAYX) 0.0 $447k +11% 4.0k 112.37
Duke Energy Corp Com New (DUK) 0.0 $447k +25% 4.6k 97.75
Zoetis Cl A (ZTS) 0.0 $444k 2.3k 194.31
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.0 $443k 14k 32.42
Oracle Corporation (ORCL) 0.0 $442k 5.1k 87.15
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $438k 8.3k 52.95
Ishares Tr Modert Alloc Etf (AOM) 0.0 $433k +5% 9.7k 44.74
Clorox Company (CLX) 0.0 $419k 2.5k 165.81
Hca Holdings (HCA) 0.0 $411k 1.7k 242.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $411k 1.00 411000.00
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $410k -20% 7.0k 58.70
Vanguard World Fds Financials Etf (VFH) 0.0 $408k 4.4k 92.56
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.0 $396k 12k 34.36
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $394k -9% 8.0k 49.27
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $393k -9% 3.8k 103.39
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $388k -3% 4.1k 94.29
BlackRock (BLK) 0.0 $384k 458.00 838.43
Norfolk Southern (NSC) 0.0 $383k NEW 1.6k 239.08
Colgate-Palmolive Company (CL) 0.0 $381k -7% 5.0k 75.63
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $374k +68% 2.4k 153.53
Spdr Ser Tr Aerospace Def (XAR) 0.0 $369k -15% 3.1k 119.15
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $364k -23% 3.3k 110.37
Bristol Myers Squibb (BMY) 0.0 $362k -4% 6.1k 59.17
Kimberly-Clark Corporation (KMB) 0.0 $361k -21% 2.7k 132.67
Astrazeneca Sponsored Adr (AZN) 0.0 $355k NEW 5.9k 60.07
Cme (CME) 0.0 $355k 1.8k 193.57
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $351k -10% 6.6k 53.24
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.0 $349k +2% 10k 33.91
American Electric Power Company (AEP) 0.0 $348k +3% 4.3k 81.21
Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $347k NEW 13k 27.51
Amgen (AMGN) 0.0 $341k 1.6k 212.99
Philip Morris International (PM) 0.0 $338k +12% 3.6k 94.81
Intuitive Surgical Com New (ISRG) 0.0 $337k 339.00 994.10
Travelers Companies (TRV) 0.0 $336k 2.2k 151.90
CVS Caremark Corporation (CVS) 0.0 $332k 3.9k 84.80
Cerner Corporation (CERN) 0.0 $324k -47% 4.6k 70.50
Spdr Gold Tr Gold Shs (GLD) 0.0 $322k 2.0k 164.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $322k 7.6k 42.65
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.0 $319k -13% 10k 31.37
Fifth Third Ban (FITB) 0.0 $319k 7.5k 42.49
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $319k -19% 5.3k 60.05
Mid-America Apartment (MAA) 0.0 $317k 1.7k 186.47
Mondelez Intl Cl A (MDLZ) 0.0 $316k +5% 5.4k 58.16
International Business Machines (IBM) 0.0 $306k -11% 2.2k 138.84
Cincinnati Financial Corporation (CINF) 0.0 $303k 2.7k 114.08
United Parcel Service CL B (UPS) 0.0 $287k 1.6k 181.88
Ishares Tr Core Intl Aggr (IAGG) 0.0 $286k -5% 5.2k 54.96
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $285k -11% 1.5k 188.12
American Water Works (AWK) 0.0 $283k 1.7k 169.36
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $282k -19% 9.3k 30.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $279k -3% 3.4k 82.18
Dominion Resources (D) 0.0 $279k -8% 3.8k 73.00
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $273k 8.5k 32.27
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $273k +29% 681.00 400.88
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.0 $268k 8.4k 32.10
Nxp Semiconductors N V (NXPI) 0.0 $265k +15% 1.4k 195.86
Alliant Energy Corporation (LNT) 0.0 $264k 4.7k 55.93
Gilead Sciences (GILD) 0.0 $263k -24% 3.8k 69.82
Ishares Tr Global 100 Etf (IOO) 0.0 $261k -18% 3.7k 71.12
L3harris Technologies (LHX) 0.0 $259k +11% 1.2k 220.05
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $257k +5% 2.5k 102.92
Xcel Energy (XEL) 0.0 $251k 4.0k 62.61
Ida (IDA) 0.0 $248k 2.4k 103.46
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $246k -9% 4.0k 60.94
NiSource (NI) 0.0 $245k 10k 24.19
Hershey Company (HSY) 0.0 $244k 1.4k 169.44
PNC Financial Services (PNC) 0.0 $242k 1.2k 195.48
Dick's Sporting Goods (DKS) 0.0 $240k 2.0k 120.00
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $240k +5% 5.8k 41.47
Netflix (NFLX) 0.0 $240k -57% 393.00 610.69
Bank of New York Mellon Corporation (BK) 0.0 $238k +10% 4.6k 51.85
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $234k -5% 1.3k 182.24
Select Sector Spdr Tr Energy (XLE) 0.0 $232k 4.5k 51.92
Select Sector Spdr Tr Financial (XLF) 0.0 $230k NEW 6.1k 37.48
Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $220k +10% 1.9k 117.52
Ishares Tr Global Tech Etf (IXN) 0.0 $218k +458% 3.8k 56.68
Compass Diversified Sh Ben Int (CODI) 0.0 $216k NEW 7.7k 28.21
Ball Corporation (BLL) 0.0 $216k NEW 2.4k 90.00
Wec Energy Group (WEC) 0.0 $213k 2.4k 88.35
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $211k -8% 4.5k 47.05
Ishares Esg Awr Msci Em (ESGE) 0.0 $211k 5.1k 41.32
Aon Shs Cl A (AON) 0.0 $206k NEW 720.00 286.11
Pinnacle Financial Partners (PNFP) 0.0 $206k NEW 2.2k 94.15
Emerson Electric (EMR) 0.0 $204k 2.2k 94.40
National Retail Properties (NNN) 0.0 $204k -7% 4.7k 43.28
First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.0 $203k 5.9k 34.24
First Commonwealth Financial (FCF) 0.0 $170k 13k 13.60
Streamline Health Solutions (STRM) 0.0 $105k 60k 1.75
Medicenna Therapeutics Corp. (MDNA) 0.0 $89k 32k 2.76

Past Filings by McKinley Carter Wealth Services

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

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