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

McKinley Carter Wealth Services holds 301 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.1 $84M -2% 842k 99.25
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Ishares Tr S&p 500 Val Etf (IVE) 6.0 $82M -22% 469k 173.89
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Ishares Tr Core S&p500 Etf (IVV) 5.8 $80M 167k 477.63
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.4 $74M -24% 1.5M 47.90
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Ishares Tr Rus 1000 Etf (IWB) 4.2 $58M -2% 221k 262.26
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Ishares Tr Core Msci Eafe (IEFA) 4.0 $55M 777k 70.35
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Ishares Msci Emrg Chn (EMXC) 3.4 $46M +96% 835k 55.41
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Ishares Tr Rus Top 200 Etf (IWL) 3.1 $42M +33% 363k 115.09
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Apple (AAPL) 2.0 $28M +7% 145k 192.53
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Ishares Tr Eafe Grwth Etf (EFG) 1.9 $26M 263k 96.85
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Ishares Tr Us Treas Bd Etf (GOVT) 1.8 $25M -6% 1.1M 23.04
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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.6 $22M -4% 431k 51.27
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Select Sector Spdr Tr Technology (XLK) 1.6 $22M -15% 114k 192.48
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Ishares Core Msci Emkt (IEMG) 1.3 $17M +5% 343k 50.58
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $17M -4% 56k 303.17
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Microsoft Corporation (MSFT) 1.2 $16M 44k 376.04
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Ishares Tr Core S&p Scp Etf (IJR) 1.1 $15M -46% 137k 108.25
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Select Sector Spdr Tr Financial (XLF) 1.1 $15M +4% 392k 37.60
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $14M +11% 106k 136.38
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.0 $14M +20% 255k 52.80
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.0 $13M +45% 183k 73.55
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Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $13M 48k 277.15
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.0 $13M -8% 258k 51.05
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Ishares Tr Mbs Etf (MBB) 0.9 $13M 133k 94.08
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Broadcom (AVGO) 0.9 $12M +5% 11k 1116.21
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Ishares Tr Usd Inv Grde Etf (USIG) 0.9 $12M -4% 236k 51.26
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Costco Wholesale Corporation (COST) 0.9 $12M +6% 18k 660.07
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Ishares Tr National Mun Etf (MUB) 0.9 $12M -18% 107k 108.41
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Intuit (INTU) 0.8 $11M +4% 18k 625.02
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Alphabet Cap Stk Cl A (GOOGL) 0.8 $11M +7% 77k 139.69
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Ishares Tr International Sl (ISCF) 0.8 $11M +10% 332k 32.13
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Accenture Plc Ireland Shs Class A (ACN) 0.7 $10M +7% 29k 350.91
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Home Depot (HD) 0.7 $9.6M +11% 28k 346.56
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.6 $8.4M +3% 178k 47.56
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Mastercard Incorporated Cl A (MA) 0.6 $8.4M +11% 20k 426.50
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UnitedHealth (UNH) 0.6 $8.4M +9% 16k 526.48
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W.W. Grainger (GWW) 0.6 $8.3M +22% 10k 828.66
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $8.2M -3% 223k 36.96
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O'reilly Automotive (ORLY) 0.6 $8.2M +7% 8.6k 950.08
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Thermo Fisher Scientific (TMO) 0.6 $7.9M +15% 15k 530.80
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Fiserv (FI) 0.6 $7.9M +14% 59k 132.84
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TJX Companies (TJX) 0.6 $7.8M +10% 83k 93.81
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Waste Management (WM) 0.5 $7.5M +12% 42k 179.10
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Starbucks Corporation (SBUX) 0.5 $7.4M +13% 77k 96.01
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $7.3M -43% 139k 52.33
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $7.2M -9% 36k 200.71
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Adobe Systems Incorporated (ADBE) 0.5 $7.0M +41% 12k 596.60
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Caci Intl Cl A (CACI) 0.5 $6.7M +16% 21k 323.86
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Pepsi (PEP) 0.5 $6.7M +2% 40k 169.84
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Tractor Supply Company (TSCO) 0.5 $6.7M +18% 31k 215.03
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Linde SHS (LIN) 0.5 $6.6M +17% 16k 410.70
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Jacobs Engineering Group (J) 0.5 $6.5M +17% 50k 129.80
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Arthur J. Gallagher & Co. (AJG) 0.5 $6.5M +15% 29k 224.88
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Vanguard Index Fds Growth Etf (VUG) 0.5 $6.2M 20k 310.88
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Novo-nordisk A S Adr (NVO) 0.5 $6.2M +36% 60k 103.45
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $6.2M 111k 55.90
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Global Payments (GPN) 0.4 $6.0M +35% 47k 127.00
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $5.4M +47% 72k 75.35
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McKesson Corporation (MCK) 0.4 $5.2M +43% 11k 462.96
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Procter & Gamble Company (PG) 0.4 $5.1M +12% 35k 146.54
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Monster Beverage Corp (MNST) 0.4 $4.9M +45% 85k 57.61
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $4.9M +8% 73k 66.49
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Vanguard World Fds Energy Etf (VDE) 0.4 $4.8M 41k 117.28
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Ishares Tr S&p 100 Etf (OEF) 0.4 $4.8M +8% 22k 223.39
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $4.8M +15% 86k 56.14
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JPMorgan Chase & Co. (JPM) 0.3 $4.7M -4% 28k 170.10
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $4.6M +16% 43k 104.92
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Eli Lilly & Co. (LLY) 0.3 $4.4M -2% 7.6k 582.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $4.2M 10k 409.53
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Ishares Tr Broad Usd High (USHY) 0.3 $4.2M 115k 36.35
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Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.3 $4.2M +31% 138k 30.27
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Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $4.1M -6% 25k 165.25
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $4.0M -7% 39k 104.46
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.3 $3.6M NEW 50k 72.03
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $3.6M 35k 103.07
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McDonald's Corporation (MCD) 0.3 $3.6M +3% 12k 296.52
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J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) 0.3 $3.5M +3% 87k 39.87
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.3M -13% 19k 179.97
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $3.3M +20% 16k 213.34
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $3.2M -10% 62k 51.99
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Abbvie (ABBV) 0.2 $3.2M 21k 154.97
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $3.2M +8% 90k 35.41
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $3.1M +16% 41k 75.54
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $3.0M 13k 241.77
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Chevron Corporation (CVX) 0.2 $3.0M 20k 149.16
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $2.9M -4% 20k 147.14
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Johnson & Johnson (JNJ) 0.2 $2.9M 19k 156.74
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Lowe's Companies (LOW) 0.2 $2.8M 13k 222.56
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Caterpillar (CAT) 0.2 $2.8M 9.6k 295.67
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Lockheed Martin Corporation (LMT) 0.2 $2.8M +2% 6.2k 453.23
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $2.7M +25% 5.00 542625.20
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First Tr Exchng Traded Fd Vi Cboe Eqt Bufer (FNOV) 0.2 $2.6M 61k 42.51
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Automatic Data Processing (ADP) 0.2 $2.6M 11k 232.97
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $2.5M +2% 73k 34.01
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Illinois Tool Works (ITW) 0.2 $2.5M +7% 9.5k 261.94
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $2.3M +6% 29k 79.34
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.3M -8% 30k 77.37
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Merck & Co (MRK) 0.2 $2.3M 21k 109.02
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Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $2.2M -9% 28k 77.73
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Air Products & Chemicals (APD) 0.2 $2.1M +2% 7.6k 273.80
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First Tr Value Line Divid In SHS (FVD) 0.1 $2.0M -9% 50k 40.56
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Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.1 $2.0M -10% 24k 84.64
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Texas Instruments Incorporated (TXN) 0.1 $2.0M +2% 12k 170.47
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Meta Platforms Cl A (META) 0.1 $1.9M +24% 5.5k 353.96
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General Dynamics Corporation (GD) 0.1 $1.8M +8% 7.0k 259.67
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Vanguard World Fds Consum Stp Etf (VDC) 0.1 $1.8M -9% 9.4k 190.96
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.7M 4.0k 436.80
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Vanguard Index Fds Value Etf (VTV) 0.1 $1.7M -9% 12k 149.50
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Ishares Tr S&P SML 600 GWT (IJT) 0.1 $1.7M -15% 14k 125.14
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.7M -4% 7.3k 232.64
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Mondelez Intl Cl A (MDLZ) 0.1 $1.7M +5% 23k 72.43
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.7M 3.3k 507.38
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Comcast Corp Cl A (CMCSA) 0.1 $1.7M -8% 38k 43.85
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.7M -9% 7.0k 237.24
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $1.6M -5% 16k 105.43
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Us Bancorp Del Com New (USB) 0.1 $1.6M -8% 38k 43.28
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.6M -5% 3.4k 475.28
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $1.6M -10% 6.2k 252.22
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $1.5M -3% 9.8k 157.80
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.5M -5% 16k 95.20
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Morgan Stanley Com New (MS) 0.1 $1.5M +6% 16k 93.25
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Clorox Company (CLX) 0.1 $1.5M +2% 11k 142.59
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First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $1.4M -7% 9.1k 158.06
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $1.4M -19% 27k 54.08
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United Parcel Service CL B (UPS) 0.1 $1.4M -8% 9.1k 157.23
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Ishares Tr Glb Cnsm Stp Etf (KXI) 0.1 $1.4M -11% 24k 59.29
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Medtronic SHS (MDT) 0.1 $1.4M +5% 17k 82.38
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First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.1 $1.4M -5% 35k 38.89
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Visa Com Cl A (V) 0.1 $1.3M 5.1k 260.35
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Exxon Mobil Corporation (XOM) 0.1 $1.3M -13% 13k 99.98
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United Bankshares (UBSI) 0.1 $1.3M 35k 37.55
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SYSCO Corporation (SYY) 0.1 $1.3M +2% 18k 73.13
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.3M 26k 48.72
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T. Rowe Price (TROW) 0.1 $1.3M -11% 12k 107.69
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.2M +16% 12k 102.88
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $1.2M -3% 7.7k 156.89
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.1 $1.2M -21% 45k 26.99
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $1.2M -57% 17k 70.17
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.2M -39% 7.7k 155.34
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Amazon (AMZN) 0.1 $1.2M -2% 7.6k 151.94
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First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC) 0.1 $1.2M 30k 38.99
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Progressive Corporation (PGR) 0.1 $1.1M +17% 7.1k 159.27
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Tesla Motors (TSLA) 0.1 $1.1M +6% 4.5k 248.48
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.1M 3.0k 356.66
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUN) 0.1 $1.1M 24k 44.15
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Genuine Parts Company (GPC) 0.1 $1.0M +2% 7.4k 138.49
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First Tr Exchng Traded Fd Vi Cboe Vest Us Buf (FMAY) 0.1 $1.0M 25k 41.44
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $991k -5% 5.6k 175.47
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Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM) 0.1 $956k -14% 28k 33.64
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.1 $943k +60% 33k 28.59
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $911k 16k 56.40
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First Tr Exchng Traded Fd Vi Cboe Eqt Dep Nov (DNOV) 0.1 $909k 24k 38.72
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.1 $872k 25k 34.95
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.1 $868k 22k 40.24
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $864k +5% 37k 23.27
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $858k -18% 8.2k 104.71
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Wal-Mart Stores (WMT) 0.1 $837k 5.3k 157.64
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Ishares Tr Grwt Allocat Etf (AOR) 0.1 $835k +8% 16k 53.19
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $834k -27% 20k 41.10
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Mar (FMAR) 0.1 $820k +7% 22k 37.75
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Ishares Esg Awr Msci Em (ESGE) 0.1 $817k +13% 26k 32.06
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Alphabet Cap Stk Cl C (GOOG) 0.1 $812k +49% 5.8k 140.93
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First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.1 $795k -8% 22k 36.36
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Cintas Corporation (CTAS) 0.1 $763k -3% 1.3k 602.46
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NVIDIA Corporation (NVDA) 0.1 $763k +18% 1.5k 495.25
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Abbott Laboratories (ABT) 0.1 $745k -25% 6.8k 110.06
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $737k 11k 69.05
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $734k +2% 26k 28.78
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Prologis (PLD) 0.1 $702k -6% 5.3k 133.30
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Danaher Corporation (DHR) 0.1 $699k -8% 3.0k 231.37
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $693k +9% 1.4k 484.02
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Extra Space Storage (EXR) 0.1 $693k 4.3k 160.33
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Blackstone Group Inc Com Cl A (BX) 0.1 $688k -2% 5.3k 130.92
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Proshares Tr Short Qqq New (PSQ) 0.1 $685k +2% 72k 9.48
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $681k -16% 9.1k 75.10
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $678k 17k 40.21
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $675k -16% 8.9k 76.13
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Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.0 $666k 7.1k 93.97
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Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $658k 21k 31.51
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Oracle Corporation (ORCL) 0.0 $644k 6.1k 105.43
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.0 $635k 17k 37.73
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Nextera Energy (NEE) 0.0 $619k -3% 10k 60.74
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.0 $617k 17k 36.43
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $611k -22% 3.3k 186.55
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Select Sector Spdr Tr Energy (XLE) 0.0 $609k -23% 7.3k 83.84
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $604k -25% 9.4k 64.45
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Mvb Financial (MVBF) 0.0 $584k 26k 22.56
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $574k -15% 5.2k 110.66
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Packaging Corporation of America (PKG) 0.0 $572k -2% 3.5k 162.91
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Intel Corporation (INTC) 0.0 $565k -2% 11k 50.25
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City Holding Company (CHCO) 0.0 $565k 5.1k 110.27
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.0 $560k +4% 23k 24.48
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $552k -3% 6.6k 83.32
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First Tr Exchng Traded Fd Vi Vest Us Buffer (FAUG) 0.0 $549k 14k 40.63
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $548k -2% 7.0k 78.03
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CSX Corporation (CSX) 0.0 $528k 15k 34.67
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Walt Disney Company (DIS) 0.0 $524k -17% 5.8k 90.28
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $504k 2.9k 175.22
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Coca-Cola Company (KO) 0.0 $486k -21% 8.3k 58.93
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Ecolab (ECL) 0.0 $483k -10% 2.4k 198.35
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Ishares Tr Msci Usa Value (VLUE) 0.0 $479k 4.7k 101.16
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $474k -23% 4.1k 116.29
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Cisco Systems (CSCO) 0.0 $468k -43% 9.3k 50.52
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Wisdomtree Tr Us Ai Enhanced (AIVL) 0.0 $466k 4.9k 95.90
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Southern Company (SO) 0.0 $464k -4% 6.6k 70.12
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Duke Energy Corp Com New (DUK) 0.0 $454k 4.7k 97.05
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Hca Holdings (HCA) 0.0 $453k 1.7k 270.66
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FJUL) 0.0 $453k 11k 41.62
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Target Corporation (TGT) 0.0 $452k -19% 3.2k 142.42
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $447k NEW 7.1k 62.66
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Ishares Tr Core Div Grwth (DGRO) 0.0 $442k -12% 8.2k 53.82
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Amgen (AMGN) 0.0 $442k -4% 1.5k 288.07
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $438k 6.7k 65.06
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $432k -92% 6.0k 72.54
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $428k -3% 2.5k 170.40
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Pfizer (PFE) 0.0 $428k -22% 15k 28.79
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Ishares Tr Exponential Tech (XT) 0.0 $423k -33% 7.1k 59.87
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DTE Energy Company (DTE) 0.0 $422k -11% 3.8k 110.26
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Sherwin-Williams Company (SHW) 0.0 $420k -30% 1.3k 311.88
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Edwards Lifesciences (EW) 0.0 $419k -8% 5.5k 76.25
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Flexshares Tr Mornstar Upstr (GUNR) 0.0 $418k -15% 10k 40.95
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Nike CL B (NKE) 0.0 $412k -13% 3.8k 108.57
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Ishares Tr Esg Advncd Hy Bd (HYXF) 0.0 $408k -17% 9.0k 45.47
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Zoetis Cl A (ZTS) 0.0 $393k -5% 2.0k 197.38
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Paychex (PAYX) 0.0 $392k -6% 3.3k 119.11
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DMAR) 0.0 $389k 12k 33.85
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Kraft Heinz (KHC) 0.0 $389k 11k 36.98
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Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $380k -41% 4.3k 88.36
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Colgate-Palmolive Company (CL) 0.0 $375k -3% 4.7k 79.71
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Dow (DOW) 0.0 $374k 6.8k 54.84
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American Electric Power Company (AEP) 0.0 $368k 4.5k 81.23
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Spdr Ser Tr Aerospace Def (XAR) 0.0 $366k +21% 2.7k 135.42
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Wisdomtree Tr Emer Mkt High Fd (DEM) 0.0 $364k +3% 9.0k 40.68
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At&t (T) 0.0 $358k 21k 16.78
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $353k 4.2k 83.63
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Corteva (CTVA) 0.0 $353k 7.4k 47.92
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First Tr Exchng Traded Fd Vi Ft Cboe Deep Bfr (DDEC) 0.0 $350k +16% 9.8k 35.76
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $350k 6.0k 58.45
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Astrazeneca Sponsored Adr (AZN) 0.0 $350k 5.2k 67.35
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Raytheon Technologies Corp (RTX) 0.0 $340k -6% 4.0k 84.14
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Ishares Tr Modert Alloc Etf (AOM) 0.0 $333k -5% 8.0k 41.51
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $332k -10% 6.7k 49.36
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BlackRock (BLK) 0.0 $329k -14% 405.00 812.00
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Hershey Company (HSY) 0.0 $319k -5% 1.7k 186.44
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Norfolk Southern (NSC) 0.0 $317k -8% 1.3k 236.38
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $312k 541.00 576.47
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Ishares Tr Esg Aware Msci (ESML) 0.0 $309k +5% 8.1k 38.01
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $301k -5% 12k 24.79
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Spdr Gold Tr Gold Shs (GLD) 0.0 $294k +4% 1.5k 191.17
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Dick's Sporting Goods (DKS) 0.0 $294k 2.0k 146.95
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Truist Financial Corp equities (TFC) 0.0 $292k -21% 7.9k 36.92
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Vanguard World Fds Financials Etf (VFH) 0.0 $290k -3% 3.1k 92.27
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Travelers Companies (TRV) 0.0 $289k 1.5k 190.50
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Cincinnati Financial Corporation (CINF) 0.0 $284k 2.7k 103.47
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Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.0 $280k NEW 3.0k 92.16
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $277k 2.6k 105.24
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Netflix (NFLX) 0.0 $276k NEW 567.00 486.88
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $276k +7% 9.7k 28.56
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $272k -11% 4.6k 59.32
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Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.0 $272k -5% 4.7k 57.30
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $271k 17k 15.57
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Nxp Semiconductors N V (NXPI) 0.0 $269k 1.2k 229.68
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Kimberly-Clark Corporation (KMB) 0.0 $266k -11% 2.2k 121.50
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Roper Industries (ROP) 0.0 $262k -6% 481.00 545.17
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Select Sector Spdr Tr Indl (XLI) 0.0 $256k 2.2k 114.00
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First Tr Exchng Traded Fd Vi Us Eqt Buffer (FFEB) 0.0 $254k 6.0k 42.67
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Ishares Tr Global 100 Etf (IOO) 0.0 $254k 3.1k 80.52
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Gilead Sciences (GILD) 0.0 $253k 3.1k 81.01
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Cme (CME) 0.0 $252k -7% 1.2k 210.52
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Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $250k 4.4k 57.39
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Intuitive Surgical Com New (ISRG) 0.0 $247k -24% 732.00 337.36
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Union Pacific Corporation (UNP) 0.0 $246k -28% 1.0k 245.62
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First Tr Exchng Traded Fd Vi Cboe Vest Fd Dep (BUFD) 0.0 $246k 11k 22.70
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NiSource (NI) 0.0 $246k 9.3k 26.55
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Northern Lts Fd Tr Iv Main Sectr Rotn (SECT) 0.0 $246k NEW 5.3k 46.55
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Alliant Energy Corporation (LNT) 0.0 $243k 4.7k 51.30
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Ishares Tr Tips Bd Etf (TIP) 0.0 $241k -8% 2.2k 107.50
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $241k 5.7k 42.18
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Ida (IDA) 0.0 $236k 2.4k 98.32
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CVS Caremark Corporation (CVS) 0.0 $233k 3.0k 78.96
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Stanley Black & Decker (SWK) 0.0 $230k NEW 2.3k 98.10
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First Commonwealth Financial (FCF) 0.0 $230k -3% 15k 15.44
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First Tr Exchng Traded Fd Vi Us Eqt Deep Dufr (DFEB) 0.0 $222k 5.9k 37.49
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Xcel Energy (XEL) 0.0 $221k -12% 3.6k 61.90
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Philip Morris International (PM) 0.0 $221k -7% 2.3k 94.08
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Boeing Company (BA) 0.0 $219k NEW 839.00 260.66
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Bfr (FJAN) 0.0 $218k NEW 5.5k 39.83
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $217k NEW 4.7k 46.63
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First Tr Exchng Traded Fd Vi Vest Us Deep (DAUG) 0.0 $215k 6.1k 35.43
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American Water Works (AWK) 0.0 $215k -4% 1.6k 131.98
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Verizon Communications (VZ) 0.0 $212k NEW 5.6k 37.70
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Asml Holding N V N Y Registry Shs (ASML) 0.0 $211k NEW 278.00 757.64
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $206k -27% 7.3k 27.99
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Broadstone Net Lease (BNL) 0.0 $206k 12k 17.22
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Ishares Tr Global Tech Etf (IXN) 0.0 $205k NEW 3.0k 68.18
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $205k NEW 2.0k 101.77
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Eversource Energy (ES) 0.0 $205k -20% 3.3k 61.72
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $201k NEW 4.7k 42.52
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Sirius Xm Holdings (SIRI) 0.0 $190k -15% 35k 5.47
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Inspiremd (NSPR) 0.0 $28k NEW 10k 2.81
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Streamline Health Solutions (STRM) 0.0 $26k 60k 0.42
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Past Filings by McKinley Carter Wealth Services

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

View all past filings