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 March 2021 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 $71M +861% 623k 113.83
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.9 $69M +911% 1.4M 49.11
Ishares Tr Rus 1000 Etf (IWB) 4.7 $55M 245k 223.83
Ishares Tr Us Treas Bd Etf (GOVT) 4.5 $53M +850% 2.0M 26.19
Ishares Tr Msci Usa Mmentm (MTUM) 3.2 $37M +12% 230k 160.86
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.0 $35M +712% 633k 54.68
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.9 $34M +228% 258k 130.05
Ark Etf Tr Innovation Etf (ARKK) 2.7 $32M 267k 119.95
Ishares Tr Core S&p500 Etf (IVV) 2.7 $32M -9% 79k 397.82
Ishares Tr Core Msci Eafe (IEFA) 2.6 $30M +747% 417k 72.05
Ishares Core Msci Emkt (IEMG) 2.4 $28M +9388% 441k 64.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $28M -31% 232k 121.78
Ishares Tr National Mun Etf (MUB) 1.9 $22M +3337% 193k 116.05
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $22M +137% 152k 141.24

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Ishares Tr Core S&p Scp Etf (IJR) 1.6 $19M +8% 174k 108.53
Ishares Tr Rus 1000 Grw Etf (IWF) 1.6 $19M -3% 76k 243.04
Apple (AAPL) 1.5 $18M +4% 147k 122.15
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.3 $16M -11% 154k 102.06
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 1.3 $15M +16% 112k 132.93
Ishares Tr Rus 2000 Val Etf (IWN) 1.3 $15M +77% 92k 159.47
Ishares Tr Russell 2000 Etf (IWM) 1.0 $11M +12% 51k 220.94
Microsoft Corporation (MSFT) 0.9 $10M +4% 44k 235.78
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.8 $9.6M NEW 255k 37.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $8.7M -3% 53k 165.60
Accenture Plc Ireland Shs Class A (ACN) 0.7 $8.0M 29k 276.27
Ishares Tr Sp Smcp600vl Etf (IJS) 0.7 $8.0M -5% 79k 100.74
Alphabet Cap Stk Cl A (GOOGL) 0.7 $7.9M +3% 3.8k 2062.48
Ishares Tr Usd Inv Grde Etf (USIG) 0.7 $7.8M +2712% 133k 59.04
Vanguard Index Fds Growth Etf (VUG) 0.7 $7.8M 30k 257.02
Home Depot (HD) 0.6 $7.5M +2% 25k 305.25
Starbucks Corporation (SBUX) 0.6 $7.3M +3% 67k 109.26
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $7.2M -3% 28k 260.30
Intuit (INTU) 0.6 $7.0M 18k 383.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $6.8M +327% 130k 52.05
Ishares Tr Rus Mdcp Val Etf (IWS) 0.6 $6.5M -7% 60k 109.30
Costco Wholesale Corporation (COST) 0.6 $6.4M +3% 18k 352.47
Thermo Fisher Scientific (TMO) 0.5 $6.4M +5% 14k 456.42
Ishares Tr Tips Bd Etf (TIP) 0.5 $6.4M NEW 51k 125.49
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $6.3M -4% 23k 274.66
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.5 $6.3M -6% 111k 57.12
UnitedHealth (UNH) 0.5 $5.9M +4% 16k 372.07
Global Payments (GPN) 0.5 $5.9M +15% 29k 201.56
Mastercard Incorporated Cl A (MA) 0.5 $5.9M 17k 356.05
Abbott Laboratories (ABT) 0.5 $5.8M 49k 119.84
Jacobs Engineering (J) 0.5 $5.8M 45k 129.27
Ishares Tr S&P SML 600 GWT (IJT) 0.5 $5.8M -5% 45k 128.24
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $5.7M -42% 122k 46.61
Lauder Estee Cos Cl A (EL) 0.5 $5.6M 19k 290.85
Tractor Supply Company (TSCO) 0.5 $5.4M -2% 30k 177.09
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $5.3M NEW 122k 43.78
Ishares Tr Rus 1000 Val Etf (IWD) 0.5 $5.3M 35k 151.56
O'reilly Automotive (ORLY) 0.4 $5.2M 10k 507.28
Ishares Tr Mbs Etf (MBB) 0.4 $5.2M +1050% 48k 108.43
Qualcomm (QCOM) 0.4 $5.1M +4% 39k 132.58
Fiserv (FISV) 0.4 $5.1M 43k 119.04
TJX Companies (TJX) 0.4 $5.0M 76k 66.15
Waste Management (WM) 0.4 $5.0M 39k 129.00
CarMax (KMX) 0.4 $4.9M +7% 37k 132.66
Procter & Gamble Company (PG) 0.4 $4.9M +33% 36k 135.42
Activision Blizzard (ATVI) 0.4 $4.8M +4% 52k 93.00
S&p Global (SPGI) 0.4 $4.7M +5% 13k 352.92
Caci Intl Cl A (CACI) 0.4 $4.5M +3% 18k 246.64
Netflix (NFLX) 0.4 $4.5M +9% 8.7k 521.65
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.4 $4.5M -7% 66k 67.23
RPM International (RPM) 0.4 $4.3M +3% 47k 91.85
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $4.3M NEW 40k 107.83
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $4.3M -34% 43k 100.46
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $3.9M -8% 13k 300.70
Ishares Tr Intl Sel Div Etf (IDV) 0.3 $3.9M NEW 123k 31.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $3.7M +188% 44k 84.72
Invesco Exchange Traded Fd T S&p500 Eql Mat (RTM) 0.3 $3.6M -3% 23k 155.96
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.3 $3.6M +78% 28k 129.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $3.6M +4% 11k 319.12
JPMorgan Chase & Co. (JPM) 0.3 $3.4M +3% 22k 152.21
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $3.4M -2% 15k 221.32
First Tr Value Line Divid In SHS (FVD) 0.3 $3.4M 89k 37.98
Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $3.3M -4% 36k 91.86
Roper Industries (ROP) 0.3 $3.3M -25% 8.2k 403.35
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $3.3M 44k 73.92
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $3.2M -3% 98k 32.97
Vanguard Index Fds Value Etf (VTV) 0.3 $3.2M 24k 131.47
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.3 $3.2M -10% 20k 160.48
Cerner Corporation (CERN) 0.3 $3.1M -27% 43k 71.89
Pepsi (PEP) 0.3 $3.0M +16% 22k 141.49
Akamai Technologies (AKAM) 0.3 $3.0M -27% 30k 101.90
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $3.0M NEW 84k 35.36
McDonald's Corporation (MCD) 0.3 $3.0M +9% 13k 224.14
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 0.3 $3.0M 93k 31.93
Ishares Tr Msci Usa Min Vol (USMV) 0.3 $2.9M -2% 42k 69.18
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $2.8M NEW 54k 51.29
Ishares Tr Msci Usa Value (VLUE) 0.2 $2.8M -16% 27k 102.46
Ishares Tr Broad Usd High (USHY) 0.2 $2.5M NEW 62k 41.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $2.5M 6.4k 396.43
Johnson & Johnson (JNJ) 0.2 $2.5M +12% 15k 164.33
At&t (T) 0.2 $2.3M +16% 77k 30.27
Verizon Communications (VZ) 0.2 $2.3M +18% 40k 58.13
Pfizer (PFE) 0.2 $2.3M +4% 63k 36.23
Lowe's Companies (LOW) 0.2 $2.3M +9% 12k 190.24
Flexshares Tr Mornstar Upstr (GUNR) 0.2 $2.3M -9% 63k 36.19
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $2.2M -11% 16k 141.63
Target Corporation (TGT) 0.2 $2.2M +6% 11k 198.08
Vanguard World Fds Consum Stp Etf (VDC) 0.2 $2.2M 12k 178.22
Intel Corporation (INTC) 0.2 $2.1M +14% 33k 64.03
Ishares Tr Glb Cnsm Stp Etf (KXI) 0.2 $2.1M NEW 36k 58.09
Lockheed Martin Corporation (LMT) 0.2 $2.1M +11% 5.6k 369.44
Caterpillar (CAT) 0.2 $2.1M +3% 8.8k 231.93
Cisco Systems (CSCO) 0.2 $2.0M +7% 39k 51.72
Abbvie (ABBV) 0.2 $2.0M +11% 18k 108.23
Ishares Em Mkts Div Etf (DVYE) 0.2 $1.9M NEW 49k 39.16
Broadstone Net Lease (BNL) 0.2 $1.9M NEW 102k 18.30
Automatic Data Processing (ADP) 0.2 $1.9M +13% 9.9k 188.55
3M Company (MMM) 0.2 $1.8M +17% 9.6k 192.67
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $1.8M +7% 8.3k 218.03
Coca-Cola Company (KO) 0.2 $1.8M +19% 34k 52.72
Us Bancorp Del Com New (USB) 0.1 $1.8M +8% 32k 55.31
Texas Instruments Incorporated (TXN) 0.1 $1.7M +12% 9.3k 189.04
Walt Disney Company (DIS) 0.1 $1.7M 9.4k 184.49
Chevron Corporation (CVX) 0.1 $1.6M +18% 15k 104.83
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.6M 3.4k 475.98
Air Products & Chemicals (APD) 0.1 $1.6M +10% 5.7k 281.29
Ishares Tr Barclays 7 10 Yr (IEF) 0.1 $1.6M -15% 14k 112.92
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.6M NEW 29k 53.35
Southern Company (SO) 0.1 $1.5M +17% 25k 62.15
Amazon (AMZN) 0.1 $1.5M -8% 487.00 3094.46
Ishares Tr Msci Eafe Etf (EFA) 0.1 $1.5M +112% 19k 75.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.4M +15% 7.0k 206.60
Facebook Cl A (FB) 0.1 $1.4M +3% 4.9k 294.55
Medtronic SHS (MDT) 0.1 $1.4M +16% 12k 118.16
T. Rowe Price (TROW) 0.1 $1.4M +15% 8.1k 171.60
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $1.4M -10% 30k 45.75
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.1 $1.3M NEW 35k 38.15
Ecolab (ECL) 0.1 $1.3M 6.2k 214.12
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.3M 15k 86.28
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $1.3M -2% 16k 82.02
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $1.3M NEW 12k 108.87
United Bankshares (UBSI) 0.1 $1.3M +57% 33k 38.59
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $1.3M +154% 21k 60.68
Spdr Ser Tr Bloomberg Brclys (JNK) 0.1 $1.3M -10% 12k 108.77
Realty Income (O) 0.1 $1.3M +24% 20k 63.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $1.2M 14k 87.20
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M +9% 16k 72.94
Vanguard Index Fds Small Cp Etf (VB) 0.1 $1.1M -3% 5.1k 213.99
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $992k -10% 12k 85.84
Nextera Energy (NEE) 0.1 $971k 13k 75.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $963k -2% 15k 65.09
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.1 $954k -4% 6.6k 144.20
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.1 $946k NEW 21k 44.38
Visa Com Cl A (V) 0.1 $937k 4.4k 211.70
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $896k NEW 13k 66.95
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $893k NEW 17k 53.57
Mvb Financial (MVBF) 0.1 $875k +18% 26k 33.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $846k -3% 8.8k 96.01
Merck & Co (MRK) 0.1 $811k +2% 11k 77.08
Comcast Corp Cl A (CMCSA) 0.1 $788k +2% 15k 54.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $774k -6% 3.0k 255.70
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.1 $758k 4.3k 176.48
Eversource Energy (ES) 0.1 $758k 8.8k 86.52
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $748k NEW 11k 68.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $737k -14% 2.0k 364.49
Adobe Systems Incorporated (ADBE) 0.1 $722k -7% 1.5k 475.63
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $712k -34% 7.0k 101.19
Danaher Corporation (DHR) 0.1 $707k 3.1k 225.02
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $700k -61% 7.7k 90.89
Vanguard World Fds Materials Etf (VAW) 0.1 $694k -8% 4.0k 173.02
Exxon Mobil Corporation (XOM) 0.1 $690k +59% 12k 55.85
Ishares Tr Global Tech Etf (IXN) 0.1 $654k -77% 2.1k 307.62
Nike CL B (NKE) 0.1 $648k +2% 4.9k 132.84
Wal-Mart Stores (WMT) 0.1 $641k 4.7k 135.92
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $633k NEW 6.7k 95.19
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.1 $631k +18% 10k 60.98
DTE Energy Company (DTE) 0.1 $629k 4.7k 133.09
Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.1 $586k 19k 30.17
Fs Kkr Capital Corp. Ii (FSKR) 0.0 $584k NEW 30k 19.53
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.0 $565k 10k 56.47
Clorox Company (CLX) 0.0 $564k 2.9k 192.95
Progressive Corporation (PGR) 0.0 $559k +14% 5.9k 95.49
Tesla Motors (TSLA) 0.0 $557k -58% 834.00 667.87
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $548k -32% 11k 52.39
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $546k -71% 3.2k 171.54
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $543k -74% 1.6k 330.09
Edwards Lifesciences (EW) 0.0 $527k 6.3k 83.72
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $524k -29% 5.7k 91.54
Wisdomtree Tr Us Divid Ex Fncl (DTN) 0.0 $523k 5.5k 94.35
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW) 0.0 $511k 12k 42.64
Packaging Corporation of America (PKG) 0.0 $492k 3.7k 134.39
Kimberly-Clark Corporation (KMB) 0.0 $485k -10% 3.5k 139.17
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $478k 5.1k 93.12
Select Sector Spdr Tr Technology (XLK) 0.0 $477k +7% 3.6k 132.91
Prologis (PLD) 0.0 $476k 4.5k 105.92
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $470k +2% 3.5k 134.44
Pimco Etf Tr Active Bd Etf (BOND) 0.0 $470k NEW 4.3k 109.35
Stanley Black & Decker (SWK) 0.0 $469k 2.3k 199.83
Spdr Ser Tr Aerospace Def (XAR) 0.0 $462k 3.7k 125.68
Wisdomtree Tr Us Midcap Fund (EZM) 0.0 $458k -2% 9.0k 50.94
Alphabet Cap Stk Cl C (GOOG) 0.0 $453k +4% 219.00 2068.49
Vanguard Scottsdale Fds Mortg-back Sec (VMBS) 0.0 $449k -5% 8.4k 53.36
Sherwin-Williams Company (SHW) 0.0 $448k -10% 606.00 739.27
Cintas Corporation (CTAS) 0.0 $445k +32% 1.3k 341.00
Ishares Tr MRGSTR SM CP GR (ISCG) 0.0 $443k +5% 1.5k 300.14
Amgen (AMGN) 0.0 $441k 1.8k 248.31
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $437k -7% 7.4k 59.27
Life Storage Inc reit (LSI) 0.0 $436k +36% 5.1k 86.05
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $432k -15% 8.8k 49.20
First Tr Exchng Traded Fd Vi Vest Us Eqt Dep (DOCT) 0.0 $431k 14k 31.54
Colgate-Palmolive Company (CL) 0.0 $430k +24% 5.5k 78.81
Bristol Myers Squibb (BMY) 0.0 $416k 6.6k 63.18
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $402k +69% 13k 31.78
Raytheon Technologies Corp (RTX) 0.0 $397k 5.1k 77.13
York Water Company (YORW) 0.0 $392k NEW 8.0k 49.00
Ishares Tr Modert Alloc Etf (AOM) 0.0 $392k +91% 9.0k 43.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $386k 1.00 386000.00
Spdr Gold Tr Gold Shs (GLD) 0.0 $380k +5% 2.4k 160.13
First Tr Exchng Traded Fd Vi Vest Us Eqty Buf (FOCT) 0.0 $378k 12k 32.80
Cme (CME) 0.0 $375k +4% 1.8k 204.47
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $374k +4% 4.0k 94.61
Vanguard World Fds Financials Etf (VFH) 0.0 $372k 4.4k 84.47
Zoetis Cl A (ZTS) 0.0 $368k -34% 2.3k 157.40
Oracle Corporation (ORCL) 0.0 $367k +5% 5.2k 70.31
Blackstone Group Inc Com Cl A (BX) 0.0 $364k +44% 4.9k 74.42
Duke Energy Corp Com New (DUK) 0.0 $353k +5% 3.7k 96.55
Alexion Pharmaceuticals (ALXN) 0.0 $353k -2% 2.3k 152.75
American Electric Power Company (AEP) 0.0 $352k +4% 4.2k 84.66
BlackRock (BLK) 0.0 $352k +6% 467.00 753.75
Paychex (PAYX) 0.0 $351k 3.6k 98.10
Eli Lilly & Co. (LLY) 0.0 $351k +52% 1.9k 187.00
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 0.0 $346k -5% 4.1k 83.45
Gilead Sciences (GILD) 0.0 $343k -19% 5.3k 64.77
Philip Morris International (PM) 0.0 $342k +6% 3.9k 88.58
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $342k -16% 8.1k 42.34
International Business Machines (IBM) 0.0 $337k +4% 2.5k 133.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $335k -3% 3.3k 101.03
Travelers Companies (TRV) 0.0 $333k 2.2k 150.54
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (FSEP) 0.0 $333k 10k 33.30
Boeing Company (BA) 0.0 $331k +8% 1.3k 254.62
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $326k NEW 1.4k 226.86
Ishares Tr Global 100 Etf (IOO) 0.0 $326k -4% 4.9k 65.98
Hca Holdings (HCA) 0.0 $320k 1.7k 188.57
Dominion Resources (D) 0.0 $318k 4.2k 75.86
National Retail Properties (NNN) 0.0 $313k -28% 7.1k 44.03
Mondelez Intl Cl A (MDLZ) 0.0 $311k +11% 5.3k 58.50
CVS Caremark Corporation (CVS) 0.0 $306k -30% 4.1k 75.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $302k +4% 3.7k 82.33
Fifth Third Ban (FITB) 0.0 $283k 7.6k 37.48
Ishares Tr Core Intl Aggr (IAGG) 0.0 $282k +17% 5.1k 54.90
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.0 $278k -9% 8.7k 32.09
Cincinnati Financial Corporation (CINF) 0.0 $274k -10% 2.7k 103.16
United Parcel Service CL B (UPS) 0.0 $269k 1.6k 170.47
Ishares Tr Core Div Grwth (DGRO) 0.0 $269k 5.6k 48.33
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $268k +2% 8.8k 30.44
Xcel Energy (XEL) 0.0 $268k -17% 4.0k 66.52
Spdr Ser Tr Portfolio Sh Tsr (SPTS) 0.0 $266k NEW 8.7k 30.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $266k 4.6k 58.18
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $265k -65% 2.0k 135.62
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $265k 6.6k 40.40
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (DSEP) 0.0 $264k 8.4k 31.62
Moderna (MRNA) 0.0 $261k 2.0k 131.16
Intuitive Surgical Com New (ISRG) 0.0 $257k 348.00 738.51
Alliant Energy Corporation (LNT) 0.0 $256k 4.7k 54.24
Hershey Company (HSY) 0.0 $253k +11% 1.6k 158.03
American Water Works (AWK) 0.0 $251k 1.7k 150.21
Select Sector Spdr Tr Energy (XLE) 0.0 $244k NEW 5.0k 49.00
Mid-America Apartment (MAA) 0.0 $244k -18% 1.7k 144.29
NiSource (NI) 0.0 $244k 10k 24.10
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $243k NEW 3.2k 75.91
PNC Financial Services (PNC) 0.0 $243k 1.4k 175.45
Ida (IDA) 0.0 $240k 2.4k 100.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $238k +3% 1.3k 176.95
Nxp Semiconductors N V (NXPI) 0.0 $236k NEW 1.2k 201.71
Western Union Company (WU) 0.0 $236k 9.6k 24.62
Wec Energy Group (WEC) 0.0 $228k 2.4k 93.83
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $225k -6% 4.9k 45.88
Ball Corporation (BLL) 0.0 $221k 2.6k 84.61
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $220k -9% 5.8k 37.91
Avangrid (AGR) 0.0 $216k NEW 4.3k 49.84
L3harris Technologies (LHX) 0.0 $215k 1.1k 203.02
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $213k 1.5k 146.90
Brookfield Infrast Partners Lp Int Unit (BIP) 0.0 $213k -6% 4.0k 53.12
CSX Corporation (CSX) 0.0 $210k NEW 2.2k 96.33
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $208k -36% 579.00 359.24
Streamline Health Solutions (STRM) 0.0 $185k 90k 2.06
First Commonwealth Financial (FCF) 0.0 $180k 13k 14.40
Medicenna Therapeutics Corp. (MDNA) 0.0 $102k 25k 4.06
Bgc Partners Cl A (BGCP) 0.0 $89k +3% 19k 4.81

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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