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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 DFAI, IVV, FBND, IWB, DFAE, and represent 29.44% of McKinley Carter Wealth Services's stock portfolio.
Added to shares of these 10 stocks: DFAI (+$104M), DFAE (+$56M), DYNF (+$18M), IVV (+$15M), DFLV (+$11M), TLH (+$10M), MBB (+$9.9M), GRID (+$9.6M), THRO (+$8.6M), IEI (+$8.2M).
Started 7 new stock positions in TGT, HON, INTC, CDNS, DFLV, HSY, NGENF.
Reduced shares in these 10 stocks: VXUS (-$65M), IEFA (-$25M), VT (-$24M), GOVT (-$21M), VEA (-$20M), EMXC (-$14M), IAGG (-$13M), FNDF (-$12M), IWL (-$12M), XLV (-$10M).
Sold out of its positions in ADBE, AWK, AstraZeneca, CME, CVS, CGUS, CGGO, SILA, CINF, CTAS.
McKinley Carter Wealth Services was a net seller of stock by $-30M.
McKinley Carter Wealth Services has $1.7B in assets under management (AUM), dropping by -3.10%.
Central Index Key (CIK): 0001484265

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Portfolio Holdings for McKinley Carter Wealth Services

McKinley Carter Wealth Services holds 300 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.8	$136M	+322%	3.5M	38.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.3	$110M	+15%	168k	653.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	6.0	$104M	+6%	2.3M	45.62	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.1	$88M	-2%	247k	356.56	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	4.3	$74M	+316%	2.2M	33.86	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$62M	+3%	620k	99.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.4	$41M	-61%	530k	77.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.0	$34M	-41%	377k	90.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$34M	+30%	160k	211.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$34M	-37%	526k	64.08	View chart
Apple (AAPL)	1.9	$33M	-3%	128k	253.79	View chart
Ishares Tr Morningstar Grwt (ILCG)	1.5	$26M	-26%	271k	95.48	View chart
Broadcom (AVGO)	1.4	$25M		80k	309.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.3	$23M	+385%	390k	58.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$21M		49k	426.40	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	1.1	$18M	+21%	358k	51.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$18M	-14%	63k	287.56	View chart
Ishares Tr Core Msci Total (IXUS)	1.0	$17M	-3%	200k	86.64	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$17M	+145%	176k	94.95	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$16M	-8%	127k	124.31	View chart
Costco Wholesale Corporation (COST)	0.9	$15M	-8%	15k	996.44	View chart
Microsoft Corporation (MSFT)	0.9	$15M	-7%	40k	370.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$15M	-26%	215k	67.53	View chart
NVIDIA Corporation (NVDA)	0.8	$14M		79k	174.40	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.8	$13M	+369%	131k	100.72	View chart
TJX Companies (TJX)	0.8	$13M	-2%	82k	159.70	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.7	$13M	+286%	79k	163.58	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$13M	-43%	186k	69.75	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$12M	-43%	91k	132.90	View chart
McKesson Corporation (MCK)	0.7	$12M	-3%	14k	865.37	View chart
O'reilly Automotive (ORLY)	0.7	$11M		124k	92.31	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$11M	-64%	490k	22.91	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.6	$11M	NEW	313k	35.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$11M	-2%	151k	73.64	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.6	$11M	+293%	93k	118.60	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$11M	-68%	80k	138.14	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$11M	+380%	300k	36.22	View chart
Caci Intl Cl A (CACI)	0.6	$11M	-3%	20k	543.87	View chart
Quanta Services (PWR)	0.6	$10M	-2%	19k	549.01	View chart
Waste Management (WM)	0.6	$10M		45k	229.79	View chart
Linde SHS (LIN)	0.6	$9.9M		20k	495.76	View chart
Amazon (AMZN)	0.6	$9.8M	-4%	47k	208.27	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$9.8M	-58%	124k	78.66	View chart
Mastercard Incorporated Cl A (MA)	0.6	$9.7M	-6%	20k	499.65	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$9.7M	-55%	199k	48.93	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$9.6M	+373%	116k	82.57	View chart
Hubbell (HUBB)	0.6	$9.5M	-2%	20k	490.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$9.4M	+2%	16k	597.56	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.5	$9.3M	-55%	58k	160.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$9.2M		147k	62.45	View chart
Netflix (NFLX)	0.5	$8.8M	-4%	91k	96.15	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$8.6M	-2%	27k	318.07	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.5	$8.6M	-49%	174k	49.37	View chart
Home Depot (HD)	0.5	$8.5M	-6%	26k	328.89	View chart
Jacobs Engineering Group (J)	0.5	$8.3M	+2%	66k	127.28	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.5	$8.0M	-56%	55k	146.61	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.5	$7.9M	-10%	195k	40.81	View chart
General Dynamics Corporation (GD)	0.5	$7.8M	+14%	23k	343.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$7.8M		18k	436.80	View chart
Meta Platforms Cl A (META)	0.4	$7.8M	-14%	14k	572.14	View chart
Ralph Lauren Corp Cl A (RL)	0.4	$7.4M	+12%	21k	343.99	View chart
Intuit (INTU)	0.4	$7.3M	-5%	17k	432.37	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$7.1M		75k	94.24	View chart
Acuity Brands (AYI)	0.4	$7.0M		25k	280.22	View chart
Caterpillar (CAT)	0.4	$6.8M	-2%	9.6k	708.48	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$6.8M	-7%	273k	24.75	View chart
JPMorgan Chase & Co. (JPM)	0.4	$6.7M	-7%	23k	294.16	View chart
Amphenol Corp Cl A (APH)	0.4	$6.5M	+12%	51k	126.35	View chart
Pepsi (PEP)	0.4	$6.3M	-4%	41k	155.29	View chart
Arthur J. Gallagher & Co. (AJG)	0.4	$6.2M	-11%	29k	216.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.0M	-4%	24k	248.00	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$5.9M	+7%	127k	46.67	View chart
Eli Lilly & Co. (LLY)	0.3	$5.9M	-10%	6.4k	919.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.9M	-3%	10k	577.19	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.3	$5.8M		106k	54.80	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$5.6M	+20%	40k	141.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$5.4M	-3%	21k	261.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$5.3M	-13%	71k	75.10	View chart
Chevron Corporation (CVX)	0.3	$5.1M	-2%	25k	206.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.1M	-25%	52k	97.13	View chart
Abbvie (ABBV)	0.3	$5.0M	-3%	23k	217.49	View chart
Intercontinental Exchange (ICE)	0.3	$4.9M	+6%	31k	157.28	View chart
Lockheed Martin Corporation (LMT)	0.3	$4.5M	-2%	7.4k	604.37	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$4.3M	-3%	83k	52.19	View chart
Bank of New York Mellon Corporation (BK)	0.2	$4.2M		35k	118.63	View chart
Johnson & Johnson (JNJ)	0.2	$4.2M	-10%	17k	244.43	View chart
Procter & Gamble Company (PG)	0.2	$4.2M	-18%	29k	144.44	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$4.1M	-62%	67k	61.26	View chart
W.W. Grainger (GWW)	0.2	$4.0M	-17%	3.6k	1090.70	View chart
McDonald's Corporation (MCD)	0.2	$3.9M	-2%	13k	310.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.8M	-5%	18k	213.67	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$3.7M	-2%	27k	138.37	View chart
Nextera Energy (NEE)	0.2	$3.6M		39k	92.88	View chart
Lowe's Companies (LOW)	0.2	$3.5M		15k	236.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.5M	-9%	31k	111.37	View chart
Morgan Stanley Com New (MS)	0.2	$3.4M		21k	164.57	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.2	$3.4M	+3%	140k	23.91	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.2	$3.2M		39k	83.77	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.2M		27k	118.45	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$3.2M		11k	302.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$3.1M		58k	53.40	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$3.0M	-2%	57k	52.78	View chart
Merck & Co (MRK)	0.2	$3.0M		25k	120.29	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.9M	+7%	15k	194.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.9M	-15%	22k	128.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$2.8M		13k	217.25	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$2.8M	-81%	57k	50.04	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.2	$2.8M	-7%	30k	95.62	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.8M	-4%	29k	97.23	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.6M		13k	191.81	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$2.5M	-51%	33k	76.54	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.5M	-11%	53k	47.55	View chart
Eversource Energy (ES)	0.1	$2.5M		36k	69.28	View chart
Automatic Data Processing (ADP)	0.1	$2.4M		12k	203.18	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	0.1	$2.3M	+15%	47k	50.19	View chart
Illinois Tool Works (ITW)	0.1	$2.3M	+2%	9.0k	260.29	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.2M		36k	62.56	View chart
Starbucks Corporation (SBUX)	0.1	$2.1M	-4%	24k	89.59	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$2.1M		30k	70.18	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$2.1M	+4%	36k	57.64	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.0M	-5%	10k	198.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$2.0M		3.1k	650.38	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$2.0M		10k	196.20	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	-10%	19k	102.67	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$2.0M	-22%	42k	46.91	View chart
Metropcs Communications (TMUS)	0.1	$1.9M	+6%	9.2k	210.04	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.9M		3.1k	616.76	View chart
Ecolab (ECL)	0.1	$1.9M	+12%	7.1k	266.03	View chart
Wells Fargo & Company (WFC)	0.1	$1.9M	+4%	24k	79.61	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.8M	+14%	6.1k	287.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$1.7M		35k	49.72	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$1.7M		32k	52.76	View chart
PNC Financial Services (PNC)	0.1	$1.7M	-2%	7.9k	208.10	View chart
City Holding Company (CHCO)	0.1	$1.6M		14k	119.52	View chart
Visa Com Cl A (V)	0.1	$1.6M	-27%	5.4k	302.25	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$1.6M		35k	47.03	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$1.6M		53k	29.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.6M	-5%	54k	29.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$1.6M		4.9k	313.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$1.5M		32k	47.68	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$1.5M		31k	49.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M		7.9k	191.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$1.5M		27k	56.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.4M	-7%	4.5k	320.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$1.4M	+10%	30k	48.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.4M	-21%	8.3k	169.66	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.3M		15k	88.46	View chart
Progressive Corporation (PGR)	0.1	$1.3M	+6%	6.8k	198.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$1.3M		26k	50.33	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.3M	+15%	46k	28.71	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M	-7%	7.6k	173.03	View chart
United Bankshares (UBSI)	0.1	$1.3M		31k	41.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$1.3M		24k	52.80	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$1.3M	-3%	8.7k	144.71	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$1.2M		5.4k	224.59	View chart
Wal-Mart Stores (WMT)	0.1	$1.2M	-36%	9.4k	124.28	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.2M	-11%	4.8k	240.01	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.1	$1.1M	+4%	23k	50.34	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.1M		5.1k	215.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY)	0.1	$1.1M	+17%	49k	22.38	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	+5%	1.6k	697.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$1.1M		24k	44.91	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$1.1M	-10%	24k	45.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.1M		23k	47.91	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.1	$1.1M	-14%	13k	81.98	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.1M	-29%	3.7k	286.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$1.1M		24k	43.43	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.1	$995k	-10%	28k	36.21	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.1	$981k		11k	92.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$980k	-21%	2.0k	479.20	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.1	$968k	-7%	20k	47.98	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$959k	-24%	4.8k	200.82	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$928k		14k	67.01	View chart
Oracle Corporation (ORCL)	0.1	$915k	-4%	6.2k	147.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$913k	+10%	2.1k	430.29	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$912k	-50%	20k	45.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$892k		7.9k	113.11	View chart
Tesla Motors (TSLA)	0.1	$871k		2.3k	371.75	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$850k	-7%	23k	36.84	View chart
Coca-Cola Company (KO)	0.0	$845k	+6%	11k	76.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$828k	-19%	16k	52.56	View chart
Thermo Fisher Scientific (TMO)	0.0	$807k	-30%	1.6k	491.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Mat (RSPM)	0.0	$802k	-2%	21k	38.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.0	$794k		19k	42.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$779k		15k	51.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$744k		17k	43.96	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$739k	-19%	15k	48.46	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$738k		6.5k	114.32	View chart
Packaging Corporation of America (PKG)	0.0	$738k		3.5k	212.22	View chart
Raytheon Technologies Corp (RTX)	0.0	$722k	+8%	3.7k	192.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$720k		13k	56.79	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$718k		1.00	718140.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$702k	-2%	13k	54.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$698k		13k	54.72	View chart
Spdr Series Trust State Street Spd (XAR)	0.0	$686k		2.7k	253.98	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$672k	+39%	26k	26.20	View chart
Mvb Financial (MVBF)	0.0	$643k	-13%	26k	24.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr (RSPG)	0.0	$642k	-2%	5.9k	109.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$641k		3.4k	189.59	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$634k		25k	25.64	View chart
American Electric Power Company (AEP)	0.0	$628k	-23%	4.8k	131.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$618k	+4%	11k	55.85	View chart
CSX Corporation (CSX)	0.0	$613k	-2%	15k	41.05	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$605k		3.7k	165.71	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$599k	+53%	13k	46.70	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$584k		4.1k	142.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$562k	+40%	11k	50.41	View chart
Corteva (CTVA)	0.0	$558k	+3%	6.7k	83.71	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$556k	-40%	9.4k	59.22	View chart
Tractor Supply Company (TSCO)	0.0	$552k	-25%	12k	45.30	View chart
DTE Energy Company (DTE)	0.0	$544k		3.7k	146.22	View chart
International Business Machines (IBM)	0.0	$543k	-7%	2.2k	242.44	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$538k	-7%	5.1k	106.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.0	$524k		19k	28.00	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$518k		15k	34.30	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$516k		2.2k	234.03	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$508k	+21%	3.1k	161.72	View chart
Extra Space Storage (EXR)	0.0	$501k		3.8k	131.13	View chart
At&t (T)	0.0	$496k	-12%	17k	28.99	View chart
Spdr Series Trust State Street Spd (SPYG)	0.0	$495k	+5%	5.1k	97.91	View chart
Global Payments (GPN)	0.0	$486k	+89%	7.2k	67.30	View chart
Ishares Tr Future Exponenti (XT)	0.0	$482k		7.1k	68.15	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$467k	-46%	10k	45.37	View chart
Kla Corp Com New (KLAC)	0.0	$459k		312.00	1472.41	View chart
Duke Energy Corp Com New (DUK)	0.0	$458k	-30%	3.5k	130.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$445k	+28%	11k	41.91	View chart
Southern Company (SO)	0.0	$440k		4.6k	96.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.0	$434k		9.8k	44.28	View chart
Cadence Design Systems (CDNS)	0.0	$433k	NEW	1.6k	277.87	View chart
Gilead Sciences (GILD)	0.0	$432k		3.1k	139.37	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$430k		1.7k	248.84	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$415k		1.3k	328.54	View chart
Dick's Sporting Goods (DKS)	0.0	$397k		2.0k	198.29	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$390k	-6%	14k	28.72	View chart
Cisco Systems (CSCO)	0.0	$383k	-36%	4.9k	77.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$381k		2.6k	145.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.0	$381k		8.0k	47.37	View chart
Truist Financial Corp equities (TFC)	0.0	$380k		8.3k	45.94	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$373k		4.0k	92.73	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$371k		8.7k	42.49	View chart
NiSource (NI)	0.0	$370k		7.9k	46.66	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$363k		6.1k	59.55	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$358k		1.4k	250.57	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$357k	-9%	3.4k	106.50	View chart
Norfolk Southern (NSC)	0.0	$348k	+8%	1.2k	287.12	View chart
Ida (IDA)	0.0	$343k		2.4k	142.97	View chart
Sherwin-Williams Company (SHW)	0.0	$337k	-6%	1.1k	320.55	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$331k		4.2k	79.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$329k	+4%	8.1k	40.78	View chart
Vanguard World Financials Etf (VFH)	0.0	$327k		2.7k	120.80	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$325k		2.2k	145.97	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$321k	-2%	2.7k	120.97	View chart
Travelers Companies (TRV)	0.0	$316k	-22%	1.1k	291.76	View chart
Trane Technologies SHS (TT)	0.0	$313k	+36%	750.00	416.74	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.0	$311k		2.7k	115.71	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$303k		5.5k	55.16	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$301k	-26%	6.4k	47.02	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.0	$299k	-5%	4.3k	69.90	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$289k		2.9k	100.67	View chart
Alliant Energy Corporation (LNT)	0.0	$289k		4.0k	71.76	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$283k		2.8k	99.97	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$281k	-3%	3.7k	75.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$278k		1.8k	151.41	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$272k	-76%	5.2k	51.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$265k		6.1k	43.55	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$264k		2.8k	93.74	View chart
Amgen (AMGN)	0.0	$264k	-42%	751.00	351.63	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$260k	-31%	2.5k	106.00	View chart
Honeywell International (HON)	0.0	$259k	NEW	1.1k	226.11	View chart
Philip Morris International (PM)	0.0	$255k	-25%	1.5k	165.37	View chart
Palantir Technologies Cl A (PLTR)	0.0	$250k		1.7k	146.28	View chart
Dt Midstream Common Stock (DTM)	0.0	$249k		1.8k	134.67	View chart
Blackrock (BLK)	0.0	$248k	-38%	258.00	961.71	View chart
Hershey Company (HSY)	0.0	$248k	NEW	1.2k	207.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$247k	-12%	7.5k	32.95	View chart
Colgate-Palmolive Company (CL)	0.0	$246k	-38%	2.9k	85.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$244k		1.7k	142.43	View chart
Danaher Corporation (DHR)	0.0	$241k	-56%	1.3k	189.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.0	$239k		6.8k	35.32	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$238k	-4%	5.0k	47.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$236k	-42%	6.7k	35.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$236k		3.0k	79.28	View chart
UnitedHealth (UNH)	0.0	$235k	-25%	867.00	270.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$234k		782.00	298.67	View chart
Intel Corporation (INTC)	0.0	$232k	NEW	5.3k	44.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$231k	-57%	2.0k	114.97	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.0	$229k	-5%	3.4k	67.22	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$227k		1.8k	125.46	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.0	$225k	+3%	2.9k	76.83	View chart
Broadstone Net Lease (BNL)	0.0	$222k		12k	18.27	View chart
First Commonwealth Financial (FCF)	0.0	$220k		13k	17.58	View chart
Target Corporation (TGT)	0.0	$219k	NEW	1.8k	121.18	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.0	$218k		3.9k	56.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$217k	-19%	1.5k	148.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$209k		1.9k	112.11	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.0	$208k		12k	17.32	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$208k		1.6k	132.09	View chart
Nervgen Pharma Ord (NGENF)	0.0	$117k	NEW	31k	3.77	View chart
Sonoma Pharmaceuticals (SNOA)	0.0	$24k		11k	2.13	View chart
Inspiremd (NSPR)	0.0	$16k		10k	1.63	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 2026 Q1 filed April 20, 2026
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

View all past filings

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